Knowledge catalogue
We @Sequoia are thrilled to back @TypesafeAI @CompleteSkeptic. ChatGPT put AI front and center in the consumer mind. Claude Code transformed the day-to-day work of the developer/knowledge worker. Jev
Today @MeckaAI is announcing a 60M Series B from @sequoia to accelerate the advent of general purpose robotics This brings our total funding to over 120M to become the data and deployment layer for ph
We @sequoia are thrilled to lead @MeckaAI’s Series B. AI took the digital world by storm; bringing it into the physical world will be a wave at least as large, but harder - it demands excellence acros
AI is driving the biggest infrastructure build-out in history, with @Google alone forecasting $200B of capex in 2026E. What are the real constraints on a system at this scale? Amin Vahdat is the chief
the inference platforms are doing hardcore work, post-training open weight models to solve customer problems: @FireworksAI_HQ ember-1 @fal H3 max more to come;) makes total sense considering their pos
everybody talks about the economics of the ai data center build, the biggest capex buildout in human history not nearly enough people are stepping back to just marvel at the technology itself i just m
We're excited to release the State of Generative Media Report, Volume 2. Generative media has moved from experimentation into production and that shift looks different across every industry. Built fro
with @Thom_Wolf in sunny italy ☀️chatting about the @huggingface @OpenAI attack, the “tell” that it was an agentic swarm, how misalignment arises in RL, whether agent awareness of evaluation is eviden
Well.. @levie and I filmed this episode of Training Data a week or two ago, when the “current thing” was Doug Leone’s novacaine root canals instead of pacing the frontier… Simpler times! But Aaron’s a
Dan Selsam is a current OpenAI capabilities researcher. (since 2022) He was my boss for a while. He doesn't have a twitter account but has made this public statement of his views on AI risk and sent i
What is happening in maths right now will happen to any hard industry with verifiable problems and high value rewards. Take microchip design, nuclear or 100s of other industrial processes that are val
Dreamina Seedance 2.0 is now available to US companies on fal, hosted entirely on US infrastructure. One of the world’s most capable video models can now be deployed by US teams through fal, with infe
🚨EXCLUSIVE: David Silver is assembling an absurd reinforcement learning team at Ineffable Intelligence. Six new “cofounders,” including four ex-DeepMind researchers. AlphaStar RL lead Junhyuk Oh will
Congrats @ClementDelangue @Thom_Wolf!!!!!!!! Big day for sovereign ai. excited to see open weight models, open science, (and most importantly, micro ducks) find their forever home 🤗🦆 Exciting day for
Very special Training Data drops today: Making Cities Awesome ☺️ We haven’t featured an application company on Training Data in a while. The diffusion of AI is the Most Important Thing, and the highes
GLM-5.3-Flash is live on Fireworks on day… 2 Why? Because we take quality very seriously. We found a benchmark discrepancy we couldn’t explain, so we delayed the launch to investigate. Day 0 (Wed): we
100% Agree @GavinSBaker. Now, I'm going to debunk every single piece of mis-information about data centers that I've ever seen online: > DISINFORMATION: Data centers use a lot of water. FACT: Most AI
A great deep dive from the @fal team on how they built H3 Max, combining post-training with a co-designed inference stack to improve prompt adherence, visual quality, and speed. We're proud to see Min
Objectively insane to make a list of the most influential people in AI and include these two but not Jensen TIME’s new cover: Announcing the 2026 TIME100 AI, the world's most influential people in art
Credit Cards for Agents. World is getting weird and I love it 🤖 Teams aren’t just people anymore. That’s why Mercury gives you the ability to securely issue agent cards so your AI workflows can spend
Epic post training work from @isidentical and the @fal team on a strong base from @Hailuo_AI. Strong aesthetic taste and instruction following (#1 on independent benchmarks-artificial analysis and des
The hottest neolabs are the application layer, who serve as an intermediary layer providing their customers the best intelligence per token per task/workflow across different underlying model provider
What happens when there are more agents than eyeballs browsing the internet? How will the economics of the internet be reinvented? @paraga thinks Shapley values may hold the answer. Parag built Twitte
“Most likely end state IMO is that closed, frontier tokens are 60-90% of economic value but only 15 to 25% of tokens.” Apple iPhones are about 20% of the world’s total smartphone shipments, but half o
Today we release my favorite episode of Training Data yet: the great Rich Sutton. @RichardSSutton wrote the textbook, wrote The Bitter Lesson (and many other on-point essays like 'Self-Verification, T
This is serious competition for NVDA. The startup says it took just 44 days after getting its test chips back from Taiwan Semiconductor Manufacturing to have them up and running inference workloads—th
gave a talk 'owning your intelligence' - ty @sequoia @sonyatweetybird for having me talked about harnesses and evals and the role they play in owning your intelligence TLDR: > agents = model + harness
ai is the ultimate grow the pie event cheaper inference = better gross margins for application companies, AND beautiful cohort expansion for model and inference companies Sequoia Capital GP @sonyatwee
Happy Thursday. On today's show: - @ibab (River AI) - @branninmcbee (CoreWeave) - @glangley (Flock Safety) - @sonyatweetybird (Sequoia) - @vytalow (Parasma) See you on the stream. SaaSpocalypse Revisi
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