Variant invests in technology that expands autonomy.
New York
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Domain-specific models don’t rely on economies of scale like the frontier labs; they build their moat through cornering verifiability.
Our investment in Physical Superintelligence (PSI) is premised on the belief that solving hard physics problems is an instance where domain-specific models will win.
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If you want to learn how watermarking AI generated text works, I helped write this in-depth explanation while I was at Cravath.
cravath.com/a/web/vvmaTCtntJ…
Anthropic says new Claude models will embed invisible watermarks in all generated text, everywhere Claude is offered.
The watermark is part of the text, it isn't metadata: "it will travel with the text when it's copied and pasted elsewhere, and may persist through some editing."
This starts with models launched on or after August 2, 2026, under an EU AI Act code Anthropic signed. Anthropic is still working on adding it to current models. The rollout is worldwide.
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A second wave of AI companies automate the full outcome and deliver it directly to customers.
We’ve been using a loose framework for identifying which workflows are ripe for disruption via automation vs. those that will be dominated by augmentation.
We learned a similar set of rules building autonomous systems on public blockchains. There are a number of lessons that are increasingly relevant other areas where autonomous systems can scale (and where they remain limited.)
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Proud to share that the @Ventuals team is joining Phantom: @AlvinHsia, @EmHsia, and Aris Samad start with us this week. I’ve been following their work for a long time, and am so excited to work alongside them at Phantom. phantom.com/learn/blog/the-v…
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Quantum is going to become an increasingly investable category
Four broad surface areas:
1. Quantum proofing (eg @projecteleven)
2. Quantum hardware, eg quantum computers / chips
3. Quantum software that runs on existing hardware
4. Quantum-enabled applications
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Incredible execution by the Levl team
$2B annualized payment volume in 6 months
No new funding round, just execution
$1B to $2B in two months
Compliant. Fast. Built for scale from day one
The old way of moving money cross-border is too slow, too expensive, and too complex. We're building what replaces it
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Huge win for self-custody 🦾
Today @phantom received first-of-its-kind no-action relief from the @CFTC. We can now connect users to regulated derivatives markets and event contracts without registering as an introducing broker.
phantom.com/learn/blog/phant…
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Today @phantom received first-of-its-kind no-action relief from the @CFTC. We can now connect users to regulated derivatives markets and event contracts without registering as an introducing broker.
phantom.com/learn/blog/phant…
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What would you build with 38M+ users on day one?
@worldbuildlabs is back for its third edition.
We’re backing ambitious founders ready to build Apps with @worldcoin – the real human network.
This is your chance to unlock:
✅ Instant distribution to 38M+ users across 160 countries
✅ Up to $200K in grant funding from World Foundation
✅ Fully funded trips to Seoul and San Francisco
✅ 50+ mentor hours from global founders
Hack online ➡️Build in Seoul ➡️Fly to San Francisco for Demo Day.
Apply now to join our Hackathon, the first step into World Build 3 ↓
worldbuildlabs.com
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We Are Not Onboarding Institutions (for Now) by @PossibltyResult
The crypto derivatives market is $20-28T, and almost all of it is retail-optimized.
The institutional opportunity is sitting wide open.
Here's why now is the perfect window of opportunity:
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Thoughts on the Law of Insider Trading and Prediction Markets by @dbarabander
Prediction markets + insider trading law = the next major policy frontier
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