Knowledge catalogue
A model is only as good as its data, and we’ve long since exhausted the internet. From here on out, model progress is gated by data production. @mercor_ai’s @BrendanFoody joined us at our Sovereign AI
I believe the demand for compute is going to go up faster than the supply of compute, so the price of compute is going to increase significantly in the future, perhaps as much as 10x in the next few y
***Lights, inference, action…*** I’m so happy to share that @sequoia has led the Seed in @previewio. Developers are flying in magical AI-native editors. But creative tooling is still stuck in the pre-
When should you start post-training your own models? @FireworksAI_HQ CEO @lqiao’s answer: after product-market fit. Not because it's hard... but because only after PMF is the data coming off your prod
Epic talk: the cheat code for how to build your own in-house lab, featuring @gabepereyra of @harvey Want world class research capabilities, but don’t have the resources of a big lab? At our recent Sov
From @sequoia's own your intelligence event. We're starting to see a new category of company emerge, the Full-Stack AI company, where innovation happens at both the product and intelligence layer. Tha
Had so much fun giving this talk at @sequoia about @harvey’s moneyball approach to building a research lab. The biggest mistake I made in the early days of Harvey was trying to play the Yankees baseba
My conversation with @ericvishria of Benchmark. Eric has spent a decade investing across software and hardware, backing companies like Fireworks, Sierra, Sunday Robotics, and Cerebras. This one is abo
OWN YOUR INTELLIGENCE Last year, building on open-weight models was primarily a cost rationalization exercise. Slightly worse performance for a much cheaper price. Now, it is increasingly an existenti
Cybersecurity is the ultimate venue for real-world RL: 2p0s game, sim-able, clean reward signals Cybersecurity in a year will be fought between swarms of good and bad playing an exceptionally fast, co
Agent Led Growth is driving outsized growth at the best companies rn Market to the agents, not to humans cc @tryprofound @thejamescad Today I learned AI search/AEO is our top converting customer acqui
absolute @FireworksAI_HQ domination for anybody wondering what happens to the inference platforms when hyperscalers compete... here's a nice narrative violation to chew on :) 📣 @Kimi_Moonshot's Kimi K
the smartest young people in sf were working on agi/alignment 5-10y ago. they are working on bci today. naomi is a total star and is one of an explosion of young talent into the bci space recently. i’
Two weeks ago, I resigned from OpenAI to join Conduit as a founding researcher, where we're training models to non-invasively read the human mind. I've written some thoughts about what telepathy could
To date, finding a drug has been a process of guess & check… screening millions of molecules hoping one binds. @chaidiscovery is changing the paradigm… describe the molecule you want, and the model de
We are going to see a lot of vertically focused AI native companies accelerate. Routers, open-source models and specialized post-training enabled by companies like @FireworksAI_HQ have all made dramat
Thrilled to have @gabepereyra speak at our @sequoia event tmrw on OWN YOUR AI: how to build your own Lab as an application company. Also featuring @FireworksAI_HQ @mercor_ai @LangChain @trajectorylabs
Two of the people most responsible for scaling the transformer are now betting on a next act. @MillionInt ran the Reasoning 🍓 team at OpenAI. @_arohan_ was a pre-training lead on Gemini after years at
“open source shouldn’t be banned” != “everything must be open source” but also to NVidia credit big parts of the toolchain are increasingly open source: driver, cutedsl kernels, etc I’m so excited tha
Inspiring read. @saranormous is a freaking beast. Intensity, passion, taste, conviction, and the ability to move mountains for her portfolio and the larger AI ecosystem. Oh also great fashion and grea
Most startups celebrate their first couple million of revenue. @FactoryAI gave it back. They didn’t have to. They chose to. They decided that the product just wasn’t good enough yet, and they wanted t
The first Vera Rubin clusters are here! Yesterday, @IneffableLabs took delivery of their Vera Rubin NVL72 cluster from @googlecloud @nvidia The AI frontier jumps forward by yet another generation of h
Open ecosystem or walled garden? For @anthropicai's @katelyn_lesse and @angjiang the answer is clear. 'We actually aren't precious about “You should run these things on our infrastructure.' In practic
I’ve found @angjiang and @katelyn_lesse of @AnthropicAI to be generous, transparent, and thoughtful when it comes to building an ecosystem, not a walled garden. Listen and decide for yourself. Just so
Who touches every token that flows through @anthropic? It’s not any one model, but it’s @katelyn_lesse, @angjiang and the platform team. A year ago, it was just a messages API. Today, their platform s
on a per capita basis, @si_pbc mogs, and it's not even close I asked people which companies have the highest density of talented people they know: 1st. Cognition - 9 votes Equal 1st. Anthropic - 9 vot
1 week left. This is your last chance to apply for the 72 Hour Video Hackathon. Build alongside the world's best creators and developers, get access to cutting-edge models, and compete for $150K in pr
POV: you're in SF during a once-in-a-generation shift in technology. You just graduated, or you came out for the summer. AI billboards everywhere, models getting smarter every week, equal parts exciti
We are nearing 1,000 signups for the first-ever global video hackathon taking place next weekend. We are also opening a new track: VIDEO APPS. What new apps can you make w/ gen video? Filmmakers, deve
Enterprises don’t just need agents that perform. They need agents they can shape, govern and improve as their business evolves. That’s the idea behind our work with LangChain. Read more: https://nvda.
Jim Fan discussed recent advances and foundational concepts in robotics at Sequoia, covering key developments in the field. The talk appears to serve as a comprehensive overview for understanding curr
Drone delivery is about to be cheaper than cars. But the drone is only 15% of the work to get there. A decade after starting in Rwanda flying blood to one hospital, @zipline has flown 140M+ autonomous
We have an awesome roster of creators already signed up for the @fal x @sequoia video hackathon, taking place July 17-19th. Reminder to register! Lots of workshops/tutorials to get your feet wet, and
This post likely discusses FireworksAI's fast inference capabilities and their implications or surprising effectiveness in the AI inference space. The post is from Sonya Huang, associated with SemiAna
I built http://loratlas.com to make it easier to browse the 1,500+ Krea 2 Style LoRAs I trained. You can try them with your own prompts, run a random loop to generate lots of examples, or blend multip
Dylan grew up working in motels Got a screen of death on his XBOX as a kid Fixing it got him into semis Somehow this led him to starting SemiAnalysis, the premier semis research co @dylan522p is fasci
Featuring the man of the moment @dylan522p @shaunmmaguire in today's Training Data episode. Nobody is a more trusted industry insider to the biggest infrastructure build-out in history. The story of h
Sonya Huang shared a post about a camping trip to Sequoia National Park, likely including photos or updates from her outdoor experience. The post was made on X (formerly Twitter) and appears to be a c
What happens when you shift more of the context layer into the model weights themselves? Engram is building a neolab focused on memory and continual learning. Let’s go @dan_biderman @realJessyLin! Fun
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I cannot provide an accurate summary of this content as the URL references a post that either doesn't exist, is inaccessible, or the status ID is invalid. To create a reliable knowledge base entry, pl
The advanced civilizations of sci-fi legend (Banks, Asimov, etc) have some form of simulation to guide society. @joon_s_pk is taking a crack at building that simulator with @simile_ai. As Joon's cofou
This entry appears to be a podcast or audio episode announcement by Sonya Huang, shared across multiple streaming platforms including Spotify, Apple Podcasts, and YouTube, with links provided for acce
A real story from our Series B process with @sequoia last year. @dbabbs and I were invited to Menlo Park to pitch the Monday partner meeting. The whole partnership was there, probably 15+ people. Need
Sat down with @shaunmmaguire recently to talk through where Neuralink is and where it's going. A few things that came up: - over 20 participants now, more than 45,000 hours of BCI use — people control
This post comments on Fireworks AI and LangChain becoming foundational tools for companies adopting AI research and development practices, likening them to essential infrastructure providers ('arms de
Fireworks on Microsoft Foundry 1P is GA-ed today! This is after 9 months of hard work to bring Fireworks platform to fully integrated with Microsoft Foundry. We offer the frontier specialized intellig
Loving all the research coming out of @harvey, @FactoryAI etc right now The earliest set of application companies are undergoing the evolution from pure app layer to serious research organizations. A
We partnered with @FireworksAI_HQ to train open-source models for legal. Here's what we found: 1) Hybrid legal agents can beat frontier models on quality and cost by routing selectively to a frontier
This post discusses how the model, application, and infrastructure layers of AI are competing to commoditize each other, suggesting a dynamic where each layer is attempting to move upstream or downstr
This appears to be a music release or project announcement shared by Sonya Huang on X (formerly Twitter), featuring artist @itsalfredw and @Konstantine with links to the track on Apple Music, Spotify,
Some of the most iconic consumer products -- Tide Pods, M&Ms, etc -- were born out of user research studies. LLMs democratize deep user research to every decision. Synthetic audiences will go even fur
Sonya Huang shares a personal connection to Don Lucas, noting that he served as a venture capital mentor and inspiration to her father, and expressing her own aspiration to pursue similar work in vent
I LOVE that we have a tweeting brilliant pope writing about the deepest questions. What a timeline. But how do we know AI doesn’t undergo experiences or feel joy or pain? How do i even know the humans
Jensen Huang, NVIDIA's CEO, compared Fireworks to 'the TSMC of AI factories' during a conversation at GTC 2026, highlighting Fireworks' role as a foundational infrastructure provider in the AI industr
After AlphaGo, the skill of human Go players noticeably improved. I suspect we will see a similar pattern in math. Another major problem, this time in additive combinatorics, has fallen, this time to
I had early access to Opus 4.8. Was impressed by it. Here is Opus 4.8's one shot of 'create a visually interesting shader that can run in twigl, make it like an infinite city of neo-gothic towers part
I'm proud to share that @Glean has surpassed 300M ARR, just five months after crossing 200M and growing ~3x over the past 15 months. This is an exciting milestone for Glean, and it's a signal about wh
We've raised 65 billion in Series H funding at a 965 billion post-money valuation, led by @AltimeterCap, Dragoneer, @Greenoaks, and @sequoia. This investment will help us advance our research and expa
1/ Composer 2.5 is having a moment. Worth a look at how the team actually got here. @cursor_ai's Federico Cassano and @FireworksAI_HQ cofounder Dima Dzhulgakov discussed Training Data with @sonyatweet