Today @wayve_ai and @MercedesBenz are announcing a global strategic partnership! Through this definitive production agreement, we’ll bring our AI Driver to future Mercedes-Benz vehicles starting in the next two years. This is the world's first integration of the Wayve AI Driver in the premium segment and is the third production deal we’ve announced for consumer cars in the last 9 months. It builds on Mercedes’ strategic investment in our Series D and years of technical collaboration between our teams. Mercedes is an iconic company with a strong reputation for automotive innovation and engineering excellence - they built the world's first car in 1886! I couldn’t be prouder to build the future of autonomous driving together. Thank you to the entire Mercedes team. Read more here: wayve.ai/press/wayve-mercede…

To understand where Runway is going, you need to understand two things: 1. Soon everything you see on a screen, and eventually everything a robot sees, will likely be generated on the fly by a model. The frontier is already moving from generating code, language, and content to generating worlds. This is an expansive frontier. 2. If you believe this, you play an infinite game, and that requires a different strategy than a finite one. An underappreciated part of building a company is that the game horizon you choose attracts a distinct kind of person to work on a distinct type of problem.

Big welcome to @elisademartel who joins Wayve as our new Chief Financial Officer! Elisa brings crucial experience from a career in automotive, autonomy and deep tech, to help scale @wayve_ai to millions of vehicles. 🚀 wayve.ai/press/wayve-appoint…

Today we’re announcing we’ve raised $20M in seed financing led by @QuietCapital , with participation from @GradientVC , @haystackvc and @CompoundVC and other amazing folks to build the verification layer for AI-driven biology. We are also delighted to be welcoming @vqctran who is joining us from @GoogleDeepMind as a co-founder. AI is not going to cure all diseases without a verification substrate - a scalable environment where models can test predictions and learn against living human biology. AI is becoming increasingly capable of generating biological hypotheses, therapeutic candidates and experimental designs. But generating ideas is advancing much faster than our ability to test what those ideas will actually do in human biology. Existing systems force a tradeoff: the most biologically relevant approaches are slow and expensive, while faster in vitro and computational systems often lack the fidelity needed to capture human response. Polyphron’s bet is that tissue is the fastest, cheapest, most parallelizable verification substrate that still contains the biology that matters and we believe the path to biological superintelligence runs through closed-loop interaction with these living and simulated human systems. Thank you to @axios for covering the announcement. Link to our new website in the thread.

We @compoundvc have been fortunate to partner with Matt, Fabio, and the rest of the Polyphron team as their first investors as they continue to bridge the gap between AI and biological progress with human tissue.

We're hosting a Research Day on Ozempic for Sleep! Last year we published in-depth research on sleep frontiers We're now bringing together the world's top researchers and entrepreneurs pushing the bounds of both basic science and translation RSVP here: luma.com/249fnmh6

We're hosting a research day in SF. You should come if you're building a data factory of some kind.

We are sharing a major update to our General World Models efforts. GWM Worlds 2 can generate full, interactive, real-time video simulations in one continuous 720p stream at 24 fps and audio at 48000 Hz, responding to your inputs as you explore. It is the first world model that generalizes to arbitrary actions rather than a fixed set of actions or just navigation. Dynamic actions are what actually matter for building gaming and interactive experiences, and for training agents in these simulations. We also introduced WorldPrompt, a way to tell GWM-2 that a world can be split into two kinds of state: what persists and what changes over time. For example: persistent gravity, physics, and light, alongside actions that describe movement, gestures, object interactions, speech, and sound.

Congratulations team. So excited for the world to understand themselves better and act on it. Pre order below

Excited for the world to get to experience Atlas. A truly one of a kind device, experience, and level of understanding.

Interfaces that are generated, not coded. Excited to finally share Solaris. Video is the universal interface. Eventually, all UI will be chat and gestures in, chat and video out. Solaris opens new ways to build websites, apps and other interfaces. And most importantly, it gives new ways to train agents in much more dynamic environments.

Even better the second time "observable universe got roughly a trillion times larger because one person figured out how to separate what something looks like from what it actually is." @0xsmac

You've never seen anything like this.

The consensus in venture rn is that you should buy winners even when they're expensive, because winners keep winning and this cycle's winners will be bigger than ever. While this is arguably true at growth, @mhdempsey argues it definitely doesn't work at seed At growth, the data backs it. Coatue's "10x paradox": 8% of unicorns become decacorns, 13% of decacorns reach $100B, and 31% of centacorns hit $1T. The odds of 10x-ing actually improve with size. At that scale, paying up for quality makes sense, and it's the logic firms like Thrive are built on Michael's case is that seed is a different game, because the compounding advantages that make winners keep winning don't exist yet. There's nothing to pay up for. The data shows this, as loss ratios on expensive seeds aren't meaningfully different from cheap ones, and everything above the bottom quartile of valuations produces roughly the same distribution of outcomes. At seed, the premium buys legibility (how impressive the team looks on paper), and legibility doesn't correlate with terminal outcomes His own 2 biggest winners, Runway (three design grads from NYU he DM'd on Twitter) and Wayve (a robotics PhD he cold-emailed, both up 100x+ since) wouldn't be considered legible even today.

The very full glass is half empty :) share.google/0tL1AUoIDvw4Obp…

RT @shelbynewsad: We @CompoundVC couldn't be more excited to welcome @jrkelly as a Venture Partner. We've been lucky enough to get to kno…

Top 20 Knicks murals in NYC this summer:

Making connections like these is exactly why we host Research Days!! To bring together a range of researchers, founders, and ppl in industry in emerging fields Congrats and huge fans of Adaptyx and Attune @Keith_jonez

"We are heartbroken by the passing of Oren Frank, the co-founder of @Talkspace. It is difficult to fully comprehend this loss. Oren was a person of extraordinary character, with a generous heart and a spirit of giving that seemed endless. In every interaction, it was clear how profoundly he cared about helping people through the pioneering of Talkspace. Oren was a true visionary and pioneer. In the early days of Talkspace, he and Roni set out to challenge the way mental health care was delivered, long before digital therapy became widely accepted. What began as a bold and unconventional idea, making therapy more accessible, affordable, and stigma-free grew into the world’s largest platform that transformed how millions of people seek support. His creativity, courage, and relentless belief in the power of human connection through innovation shaped Talkspace from its earliest concept into a groundbreaking company it is today. He was not only a founder, but a driving force of imagination and purpose, constantly pushing boundaries and rethinking what mental health care could look like in a modern world. We grieve alongside his loved ones and send our deepest love and heartfelt support to his wife, Roni, and their daughters, Mia and Shelly. His memory, his vision, and the impact of his work will always be a blessing to us all." @CompoundVC

Pandroid is the first robot of many siblings that I want to exist in our lives in the present and future. And the models powering many Pandroids in the future will be able to learn scalably, rapidly, and continuously. All brought to you by the amazing @pantographPBC team.