Cognition has crossed $1B in annualized revenue run rate. This milestone belongs to our customers. Here's how a few of them are building with Devin.

We’re building the first turbine designed from scratch specifically for AI compute. We’re using materials with a global supply five orders of magnitude higher than what's in current turbine blades and have decreased part count in the core by three orders. (4/5)

Gas turbines are the answer. They are incredibly power dense, proven technology and the US has a LOT of natural gas. Problem is, no turbines are purpose built for scaling this fast. Delivery times from existing OEMs are slipping into the 2030s. (3/5)

Today we’re launching Parallax, the AI energy company with a $117m fundraise led by Founders Fund, Eclipse, Lux, Diffusion, Greylock and General Catalyst. (1/5)

Excited to share that I’ve rejoined Lux Capital as a Partner on the investment team. I started my venture career at Lux and have always admired the team’s relentless curiosity and conviction in backing ambitious, non-obvious companies. It feels great to be back.

I’ve joined @Lux_Capital. I'll continue investing in the brightest and boldest founders across AI apps, infra, and the physical world. Lux is an amazing firm built by an incredible group of people, and I can’t wait to share that magic with more founders. To the folks at CRV, who took a chance on me early, thank you. You taught me the craft and backed me every step of the way. I am deeply grateful to the founders who have let me be a small part of their stories to date. If you're building something ambitious, I'd love to hear from you!

Welcome to Lux Sarah, Mia + Mahi!

We cannot assume that as biorisk grows, our defenses will spontaneously mature in lockstep. That takes dedicated people, policy, and development. We should be racing to use advances in AI to mitigate today’s threats—the known, natural kind—and build resilience for a new era of risk.

We've raised an additional $308M to continue expanding our team, products, and facilities as we accelerate humanity's future beyond Earth. This raise brings our combined Series D round to $808M, continuing a period of significant growth for our company. We're scaling because our customers need more than just access to space, they need to be able to move dynamically once they're there. That's why we're building vehicles that can maneuver precisely, respond quickly, reach new destinations, and adapt on orbit. We're excited to continue building a full spectrum of in-space mobility capabilities for the space industry. Read the full announcement: impulsespace.com/updates/imp…

Faster. Bigger. At scale. $205M raised to scale FRAME satellite production - 200 kg to 5 tons, at drone-like volume. New US manufacturing facility + the EU's largest space & defense hub. Co-led by @RiotVentures & @Atreidesmgmt.

Lux family co @fortellresearch x super user @UnrealBluegrass Steve Martin♥️🦻 newyorker.com/magazine/2026/…

Chips are accelerating to the speed of algorithms: @cognichip just announced its Artificial Chip Intelligence/ACI: physics-informed models that perform the whole task of delivering state-of-the-art chips @RenesasGlobal and @SiTimeCorp are already putting to work - and soon ACI will be behind every great chip that comes to market

The most enduring companies are built to compound for decades. Sequence is pairing that mindset with a AI native permanent holding company, and Baldwin is an extraordinary platform to prove what that can look like at scale. Congrats to @seqholdings @MichaelDell @mjlee_2014 @alexrubin18 Trevor Baldwin and the Baldwin team.

Runtime speaker lineup is live! We're bringing together experts covering AI infrastructure, applications of AI in science and robotics, the future of software engineering, and more.

We built @seqholdings to help scaled companies reimagine themselves for the future by bringing together frontier engineering, operating expertise and patient capital. Today, we’re excited to announce that Sequence, along with the Dell Family Office and the Baldwin family and management team, have agreed to take The Baldwin Group private and help extend its lead as the insurance firm of the future. Read more here: ir.baldwin.com/news-releases…

Michael Dell’s family office and Sequence Holdings teamed up to acquire Baldwin Insurance Group in an all-cash deal valued at $7.7 billion bloomberg.com/news/articles/…

We started Sequence (@seqholdings) with a clear conviction: the holding company of the next century will be a technology company that owns and operates businesses. Today is an important step in that journey. We’re thrilled to announce that Sequence, along with the Dell Family Office and the Baldwin family and management team, have agreed to take The Baldwin Group private. I’m excited to partner with Trevor Baldwin and the broader team as we help extend Baldwin’s lead as the insurance firm of the future. Read more here: ir.baldwin.com/news-releases…

We’re excited to announce that Sequence, along with the Dell Family Office and the Baldwin family and management team, have agreed to take The Baldwin Group private and help extend its lead as the insurance firm of the future. Sequence was founded with an ambition to help build the next generation of leaders in the service economy through frontier engineering, operating expertise, and patient capital. Read more here: ir.baldwin.com/news-releases…

Super Bowl XXXVI. 2002. A tribute to the lives lost on September 11, 2001.

A better retirement for every American? We’re on it.