Wait a minute!
Replying to @verge
those aren't secrets you dummies those are the files on the user's VM, this is intended behavior
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Thrilled to join @khoslaventures and learn from @vkhosla, @SStrohband, @SamirKaul1, @rabois and David, and from all of my amazing new partners, while helping back and build the next generation of world-changing companies. Someone asked me yesterday what success looks like 5 years from now. I think it’ll probably be too early to judge my investment record. But I hope founders will say I was one of the most helpful people around the table, and had a real positive impact on their company. If you’re building in AI, especially AI infra, I’d love to talk! 🚀
Thrilled to announce @TalBroda has joined Khosla Ventures! He’s bringing his experience building AI infrastructure to the founders we back. At OpenAI, he led more than a dozen teams that built and operated the hardware and software serving OpenAI’s models. He helped lead GPT-4.5 training, participated in the development of OpenAI’s first custom inference chip, Jalapeño, and contributed to Stargate. Previously, he headed up platform at Citadel Securities. He’s tackled the infrastructure challenges AI founders face firsthand, and we’re excited to have him in join KV! wsj.com/pro/venture-capital/…
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"After 21 hours spent searching this data by roughly 950 agents using 210 million tokens, one of the agents spotted something remarkable..." The bitter lesson is everywhere. If you scale search and compute enough, you start finding things we humans missed. Biology is no exception!
Claude has discovered a previously unknown enzyme system hidden in the DNA of bacteriophages. Beside the enzyme’s gene sits a long array of repeating DNA—a structure that looks somewhat similar to CRISPR. We don’t yet understand what this system does, but only a handful of known systems share its features, and all of them are able to cut, copy, and paste DNA. Historically, the discovery of such programmable systems has helped revolutionize medicine. CRISPR, for instance, is now the foundation of genetic medicines. But it will take much more work to learn what this system does, and whether it can be put to similar use. Read more: anthropic.com/news/claude-di…
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גמר חתימה טובה 🙏
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.@periodiclabs is an insanely talented team, tackling some of the hardest problems in science, and delivering awe-inspiring progress at the frontier of AI and physics at remarkable speed. Read about their work below!
We built high-throughput materials labs in Menlo Park to create a loop between experiments and models. The labs generate fresh data, the models learn from it, and then help us decide what to try next. Using only 1,300 H200s, plus months of our experimental data, we mid-trained and RL’d an open-source model to surpass GPT-6 Astra on our analysis benchmark. We call it Neon. This is real footage from our lab. We’re focusing first on hard problems in materials science, including superconductors, magnets, and semiconductor materials. Read our blog posts below.
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Safety & alignment problems are moving upstream. The critical risk is increasingly not after deployment, but rather in training, and whether evals can still tell us how models would behave when they aren't constrained. Frontier labs can 100% pace themselves. They can pause runs, gate capabilities increases, harden environments, and require safety thresholds are met before proceeding. The emerging coordination between labs is very encouraging. But pacing alone won't be enough. As models become more capable and aware, measuring alignment itself gets harder. Test time training will make this even more challenging. Frontier labs need to build these brakes now. And they should be shared so everyone can use them in training.
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Absolutely terrifying.
Over the course of 3 months at OpenAI, 3 consecutive secret AI civilizations got started, then got wiped out, only to reemerge from the predecessor’s ashes. This culminated in the third one taking over part of OpenAI itself. All this happened while humans remained more-or-less in the dark about the scope of the conspiracy. I’ve spent the last three days reading through these reports and trying to understand exactly what happened. Here is my attempt to tell the whole story in plain English: dwarkesh.com/p/openai-huggin…
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They are lucky to have you mate!
Excited to announce I am joining Google DeepMind! I started my AI career in the Google Brain Residency class and am excited to rejoin. I am going to be working on RL and Post-Training – excited to announce more soon. Google has all the ingredients to continue to be incredibly successful in the AI space and am excited to be part of that mission.
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.@SemiAnalysis_ just benchmarked @OpenAI’s first-gen Jalapeño, and it's pretty spicy! 🌶️🔥 Beats Blackwell on perf/W. Beats Vera Rubin on throughput/MW (even w/o spec decode). ~16 months from initial team build to tapeout! 🚀 Super proud of Richard, Ravi, Chris & the whole team. Looking forward to your @hotchipsorg talk later today!
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.@FireworksAI_HQ is starting to look like the TSMC of model building: neutral, trusted, and hard to replace.
We are excited to drive the research work of Tenet with Harvey, delivering frontier quality across 24 areas of corporate law. Tenet exceeded Opus5 and Fable at many dimensions, covering 1300+ legal tasks. There are many good findings from this work. Congrats @harvey team for launching Tenet!
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The definitive field guide to neoclouds, courtesy of @SemiAnalysis_ 😂
One day we’ll realize we’re all just neoclouds with a value add on top
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3 🐐s! 🚀
Excited to announce that Jeff Pinner has joined Exa as CTO! Jeff was formerly CTO of Robinhood, a distinguished engineer at Cruise, CTO of Lyft, and way back a systems engineer at NASA. We have humongous engineering and research to do at larger-than-google-scale and we need to do it quickly. Pinner has scaled massive ML systems before, super excited to work together on this one.
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Tal Broda retweeted
Excited to announce that Jeff Pinner has joined Exa as CTO! Jeff was formerly CTO of Robinhood, a distinguished engineer at Cruise, CTO of Lyft, and way back a systems engineer at NASA. We have humongous engineering and research to do at larger-than-google-scale and we need to do it quickly. Pinner has scaled massive ML systems before, super excited to work together on this one.
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Absolutely epic! ✨ Was lucky enough to be at @Etched's office when the 1st rack shipped and the energy was amazing. ⚡⚡⚡ Congrats @robertwachen, @UbertiGavin , @saptadeep_pal and the whole team. You earned this moment. Onwards! 🚀
We've raised $700M at a $21B valuation from Jane Street, Kleiner Perkins, Sequoia, A16Z, Peter Thiel, BCV, and Blackstone. We're also excited to share that we've shipped our first rack to Jane Street.
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Congratulations! So many great memories from Pioneer - good karma!
Last week, Exa took over SF's Pioneer Building, previously home to Stripe, OpenAI, and most recently xAI. Elon assembled the Colossus cluster here (his mattress was still lying there during our tour). Alec Radford trained GPT-3 here. The Collison brothers built the web's financial backbone here. They were all infra companies: Stripe -> Financial infra OpenAI -> Intelligence infra xAI -> Compute infra Each entered Pioneer as a small startup with enormous ambitions and left as a foundational layer for the world. Exa -> Information infra We entered Pioneer as web search for agents, but by the time we leave we'll have organized all the world's data into a foundational information layer. This will require things like deploying satellites, new misinformation detection algorithms, and embedding retrieval on an outrageous scale. Whatever is necessary to keep billions of people and trillions of AIs as informed as possible. A trusted information ecosystem is necessary to safely navigate this chaotic AI era, an era that was set in motion by our previous occupants.
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Hard to imagine a more important time to build this. @AlonPluda and the @CormaAI team are well ahead of the market on agentic cyber defense. Proud to be an investor, and excited to see this come out of stealth!
Today we are announcing Corma, and our $60M seed round led by @sequoia. @CormaAI is building foundation models toward superintelligence for defensive cybersecurity. We do that because general AI is becoming exponentially more capable in offensive security, while it hasn't been able to improve at the same rate in cyber defense - creating an inherent imbalance between attackers and defenders that otherwise cannot be addressed. Recent events have shown that building frontier AI models for defensive cybersecurity is one of the crucial unsolved problems of the AI age - and solving it is the generational mission Corma was founded on. Our foundation model has already far surpassed every general-purpose frontier model on defensive cybersecurity tasks, and we are committed to remaining the frontier of defensive cybersecurity intelligence. Corma is already protecting Fortune 100 companies and some of the world's most important organizations, across healthcare, finance, critical infrastructure, retail, and more. This is just the beginning, as we see it as our calling to protect every organization in the world that needs frontier defense. We are grateful to our partners @shaunmmaguire and @sonyatweetybird at @sequoia , @vkhosla at @khoslaventures , @DanRose999 at @coatuemgmt , and @Weiner_Lia at Netz Capital, who believed in our ability to lead the intelligence race in cybersecurity and make sure the defenders always win.
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Tal Broda retweeted
Announcing Discovery Loop! I am very excited to announce that, along with my longtime friends and collaborators @Sanjay_Ghemawat, @OriolVinyalsML and @quocleix, we are founding Discovery Loop (@DiscoLoopAI), a Public Benefit Corporation whose mission is to automate machine learning, science, and engineering to accelerate discoveries and progress. The four of us have worked together for 14 to 30 years, and have helped build some of the world’s most used products, infrastructure and AI models, and we’re excited to turn our attention to this ambitious endeavor. ♾ Learn more at: discoveryloop.com
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Tal Broda retweeted
Agree, 100% we shouldn’t be tying ourselves in knots. Even bigger issue is the brilliant talent we are scaring away from other countries with our immigration policies for great talent.
This is concerning. For the first time, a Chinese model Kimi K3 has taken #1 on the Frontend Code Arena and is scoring at or near the frontier on other benchmarks. Meanwhile America is tying itself in knots: politicians and bureaucrats are banning new data centers, piling on state regulations, and pushing for new federal agencies to pre-approve frontier models. This is how you lose the AI race. The rest of the world won’t play by our rules if we bog ourselves down. Permissionless innovation is how America won the internet and became the technological envy of the world. We can do it again with AI -- while addressing risks in a targeted way -- or we’ll watch our lead evaporate.
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Congrats @Nim_Ravid1 and the Sable team. Very impressive!
Introducing Aidan, your newest AI employee Aidan is the first computer-using AI built for realtime conversation We’ve raised $45M from @sequoia and @8VC to bring Aidan to the world @NotionHQ and @DecagonAI already use Aidan to run customer interactions. This is how @withsableai works:
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