Amazing to be at the @fal Generative Media Conference today, where I got a chance to sit down with Sean Bailey, a true Hollywood legend. Sean co-founded LivePlanet with Ben Affleck and Matt Damon in 2000, before joining the Walt Disney Company as the President of Worldwide Production for 14 years. Our conversation about the intersection of AI and storytelling was timely after the @jeffreykWNDR essay published this week, which speaks to the collapsing divide between Hollywood and Silicon Valley. Sean spoke about how in Hollywood, the word “talent” means folks like the directors, the screenwriters, the actors. At Bay Area-based Pixar, talent meant every single person in the building, including the engineers. As the founder of B5 Studios, Sean is already seeing a shift, albeit a slow one, in the way the industry talks about AI. What used to be a clear binary (did you use AI or didn’t you?) is now being understood as hundreds of gradations of what AI can do. He sees the biggest opportunity now in upending the traditional linear creative process: pre-production, production, post-production. Animators can watch and iterate throughout the entire film creation process. That same flexibility simply didn’t exist in the live-action realm - there was only so much you could change on the fly or in post. The human element is still critical because the models will never be able to create the twists and emotional turns that pin us to our seats. But now, live action creators will also be able to iterate on the frontend and adjust on the backend, and the end product will be all the better for it. Disney pioneered the flywheel approach (a movie begets toys your kids adore, rides at the theme park, etc.), and Sean believes AI will create a new flywheel, where you can engage with the characters you love in formats we haven’t even conceived of yet. Thank you, Sean, for joining me, and to @burkaygur, @gorkem, @isidentical, and the entire fal team for putting on an amazing conference. It’s incredible to be back at GMC and see how much it’s grown in just its second year.

Sean Bailey was experimenting with interactive media at LivePlanet in 2000, a decade before joining Disney to produce Tron Legacy; over the next 15 years, he ran motion picture production and helped launch StudioLAB and Disney+. He joins investor @glennsolomon on our stage to discuss how filmmaking has changed, what Disney misread about streaming, and the question he faced at both companies: how do you know whether an idea is early or simply wrong before the audience decides?

We're excited to release the State of Generative Media Report, Volume 2. Generative media has moved from experimentation into production and that shift looks different across every industry. Built from fal’s own platform data, the report explores how AI image, video, audio and 3D are evolving, written by the people at fal building the models, infrastructure and products behind the shift.

Welcome to @TomorrowXSummit: Guillermo Rauch (@rauchg), Founder and CEO of Vercel (@vercel). November 17-18 at the Moody Center in Austin. Hosted with @GavinSBaker and @atreidesmgmt, @antoniogracias and Valor Equity Partners, @rbiscardi and @iconnections_io.

Introducing Claude Opus 5.5, the first model in our new Claude 5.5 family. It performs at the level of Claude Fable 5.1 for most tasks, and costs 40% less to run than Opus 5.

Developers have been the technology industry’s most reliable bellwether for 20 years. Their choices foreshadow the infrastructure shifts that follow. @dan_cahana & I wrote up what the bellwether is saying now.

Really happy that @rauchg will be interviewed by @glennsolomon at the @TomorrowXSummit in Austin, Texas November 17-18. Vercel occupies a critical place in the AI ecosystem with •Over $500M+ run-rate revenue •130%+ annual growth •NDR at 130%+ •400k+ paying customers Having had the privilege of hearing Guillermo speak at a private event, I think we will all learn a lot from this fireside chat. Please register at the link below - looking forward to seeing as many people as possible at this event. Everyone is welcome!

Awesome new release from the @WisprFlow team! Canto has the lowest word error rate of any speech model.

Amazing @TomorrowXSummit lineup! Excited to see @rauchg and @glennsolomon take the stage together.

Today, the @coderhq team announced an integration with @AnthropicAI (another Notable company!) to run Claude Code in self-hosted, governed infrastructure. From Anthropic's Head of Claude Code, Cat Wu: "The teams that care most about running Claude Code on their own infrastructure tend to be the ones with the most rigorous environmental isolation requirements. Coder has built a strong reputation serving those teams, and Agent Relay gives them a straightforward way to bring Claude Code into environments they already control.” Read more on Coder's blog: coder.com/blog/agent-relay-c…

Deployments on @vercel are up to 10M per day. Just a year ago, that number was 1M. Vercel CTO Malte Ubl (@cramforce) shared that eye-popping stat onstage at @browserbase Navigate last week. We’ve seen an explosion in software creation, and we’ve still barely scratched the surface of what agents will create. Every software company needs to figure out how to either get in the agent path or leverage the growth being created by agents.

this is the most important talk i've given in my time as a founder. in the next twelve months, we believe that every task that humans do online will be assisted by agent. watch this if you want to see the future that we're building for @browserbase

Proud to back @chooi_jeq and the @robocurve team! cc: @hanstung

The calm before the storm. So much action coming at today’s @browserbase Navigate conference today. Good luck @pk_iv and team!

Developers crowned @AnthropicAI. When we evaluated Anthropic in late ‘24/early ‘25, it was behind OpenAI in the eyes of consumers. But under the hood, there were signals that developers were quietly flocking to it: -Claude 3.5 Sonnet had established a lead on widely watched coding benchmarks. -After originally running on other models, Cursor had switched toward Sonnet after its own internal evaluations and A/B tests. -Anthropic’s API business, in part powered by this demand from Cursor, really started to surge What was still an early signal became much more visible over the following year after we invested in early ‘25: -Claude Code launched as generally available in May ‘25, shortly after Codex launched in April. -But across OpenRouter’s analysis of 100 trillion tokens, Anthropic ultimately accounted for more than 60% of programming-related spend in 2025. -2026 has come with a multitude of more viable model options, closed and open, for developers, yet Anthropic remains a heavy favorite, especially when looking at spend (current rankings below via @OpenRouter). Follow the developer.

Today, @NetSPI and @Synack are joining forces to form the industry’s leading offensive cybersecurity platform. Congrats to @JayKaplan, @MarkKuhr and the entire Synack team on their amazing growth over the past 11+ years since we led the Series B in late ’14. The combined company (over $300M in revenue) pairs elite white hat hackers and human expertise with agentic AI to deliver security validation at scale. Learn more: hubs.ly/Q04wqmHQ0

Congrats to the @coderhq and @SpaceXAI / @cursor_ai teams on this exciting integration and partnership. Coder Agent Relay brings agentic coding inside the world's most regulated enterprises, like banks and government agencies and other global enterprises, to run Cursor's cloud agents entirely on infrastructure they own. coder.com/blog/agent-relay-s…

We backed @AnthropicAI in early ‘25 because of the company's focus on software engineers and the development use case, especially because all knowledge work ultimately reduces to code. Our view then, as it is now, is that by focusing on the developer, you’ll be well-positioned to serve broader knowledge worker use cases. So, it's exciting to see the new models continue to excel at coding, but also deliver best-in-class performance on scientific research, computer use and other business workflows. Love this example - Fable 5.1 trained on radar data NASA collected more than 30 years ago and produced a Venus elevation map with detail down to 2 or 3 kilometers, against 10 to 20 before. We're still so early on what the frontier models will help mankind develop!