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Deeply technical teams win in AI.
Proud to work alongside the @a16z Infra team
An unconventional team at Andreessen Horowitz is finding success with a newer fund focused on AI infrastructure bloomberg.com/news/features/…
a thing that is not talked about is how sort of lonely it is to work on an IPO. you basically have two jobs for an extended period of time and no one can know about the second intense one minus a handful of colleagues in the tent. TTW, S-1 drafting, amendments, roadshow, etc. all while doing your day job with the rest of the company.
respect
Anthropic's S-1 is out. here is what it taught me about B2B SaaS:
Anthropic has filed an S-1 registration statement with the SEC related to its proposed IPO.
Read more: anthropic.com/news/s1-sec
Legal disclaimer: A registration statement relating to these securities has been filed with the SEC but has not yet become effective. These securities may not be sold, nor may offers to buy be accepted, prior to the time the registration statement becomes effective. This post does not constitute an offer to sell or the solicitation of an offer to buy these securities, nor shall there be any sale of these securities in any state or jurisdiction in which such offer, solicitation or sale would be unlawful prior to registration or qualification under the securities laws of any such state or jurisdiction.
you think you can hurt me? i worked on an S-1 from a desk in my garage during covid shutdown and wrote the roadshow video script with no AI and the day before we were supposed to flip, the president signed an act into law establishing a new federal holiday so the SEC was closed for the day
a lot of wild cybersecurity stuff has gone down this week. key info from @YODELAGARZA that CEOs need to know to protect their orgs 👇🏼
Patch or Die!
Today we sent the following out to the CEOs in our portfolio regarding the widespread vulnerabilities that have been detected by AI agents:
The previous week should make it obvious that things have changed. Vulnerabilities are being discovered and exploited at a rate that has never been seen before. While there has been a flood of new vulnerabilities AI agents are being adopted at scale multiplying the potential risk. Agents not only help automate the attacker lifecycle, every ai agent is an insider threat. Your environments are designed to withstand attacks from the outside, not from within. As such, we are suggesting company leaders consider the following changes:
1 - Ensure you're sufficiently staffed for security. The average enterprise allocates roughly 10% of its tech spend to security. Consider doubling that. There are likely thousands of vulnerabilities that need fixing in your environments. Security through obscurity no longer works, all that can be exploited will be exploited.
2 - Establish a zero tolerance policy for new features and product releases. Re-examine launch and release schedules and consider delays to ensure all vulnerabilities are patched before deploying new features or products.
3 - Double tap the zombies. Find all old legacy environments that have been neglected and turn them off. Labs, test environments, zombie CI/CD projects etc. Turn it off for now. If it isn’t tied to revenue, kill it.
4 - End the risk acceptance process. Over the last 10 years the risk acceptance process has morphed from a way to accept risks to enable the business, to a way to justify never fixing security issues. Adopt a zero tolerance policy for security issues and risks.
There's a new version of this post
wild things are happening in the niche world of @NFL + design
free comms advice: if you are being interviewed in any capacity- press, podcast, internal all hands, fireside chat, anything - and at the end the person interviewing you says
- is there anything else we should cover
- what did i forget to ask you
- what am i not smart enough to ask you
- do you have anything further to add
do NOT respond with "nah i think we covered it all." this is an easy layup. take it, don't throw the shot away. say the thing again
💅🏼
So basically, today PHP got two critical bugs that let anyone run code on your server without even logging in, which is bad, and then the details leaked before the patch was even out, which is worse, and it works on WordPress and MediaWiki and Magento and Joomla and Laravel, and Censys says like 1.5 million servers are running a version with no fix, so the NSA was like "take your system offline," and the FBI was like "take your system offline," and CISA and the UK and CERT-EU were all like "take your system offline," and then the Prime Minister of Japan, the actual Prime Minister, posted at 5:55 in the morning telling 48.8 million people to take their system offline, so everyone took their system offline, like the Dutch cybersecurity agency took its own website offline, and the Dutch parliament went offline, and the Port of Rotterdam went offline, and Finland and France and Denmark started pulling government sites, and Wikipedia went down, and Archive.org went down, and Asana and GOG and Something Awful went down, and the University of Vienna's webmail went down for some reason, and that's just PHP. Because GitLab also dropped a CVSS 10.0, which is the highest score they give out, for a bug that's been there since 2014, so that's every self-hosted GitLab for twelve years, and then LiteLLM 1.107.0 got hijacked and shipped a credential stealer and a remote access trojan in every single wheel and the Docker images, including latest, and you didn't even have to import it, just installing it was enough, and it's the second time this year, and then Railway paused every deployment on the entire platform because someone got into the environment variables, so now everyone has to rotate every secret they've ever stored there, and TiDB Cloud said someone was walking around inside with stolen credentials for basically a month and an extortion group says they took 10.6 terabytes, and Zeabur got breached for the second time in two months and is just shutting down, like the whole company, and Node.js patched remote code execution and a TLS bypass, and CISA says Plex is being actively exploited, and someone took over 300 Tor exit relays to steal SSH passwords, and SafePay ransomware has hit over 600 critical infrastructure orgs, and India's biggest bank filed a data loss incident, and Japan has been in an official state of emergency in cyberspace since October 9, which honestly explains the 5:55 AM post. Oh, and eMudhra, a certificate authority that's issued over 60 million certificates, whose entire job is proving websites are who they say they are, was supposed to be using private keys that are random numbers over a hundred digits long, and one of them was 4. Just 4. And the others were like 66 and 237. Anyway, it's Wednesday.
VC twitter, DM me if you have info about this specific fleet week rooftop party in 2017
Billy Evans says one introduction to Elizabeth Holmes derailed his entire afternoon: they talked for hours and the conversation never really ended
"So I drove over to his place, I parked my car on the red, I went up the elevator And A few minutes later. He introduced me to Elizabeth. And That killed my whole afternoon. I mean the next I don't know, two and a half, three hours. Uh her and I just Spoke. And we started a conversation that really has never ended."
@friedberg @ElizabethHolmes @haemanthusinc @theallinpod
wait until they hear about the pre-2010 trade show booth babes
SF’s dating pool was once, as an Egyptian founder put it to us, “drier than the desert in my homeland.”
Now, gorgeous women are flocking to the city.
Why? As AI gets cheaper to build, companies flush with venture cash are hiring beautiful women to charm investors and clients.
Enjoy it while it lasts, gentlemen. As @nicolewizman1 writes: paying hotties 6 figures to get drunk with your business prospects feels like a pretty good sign we’re in a bubble. 👇
"Our first pretrained model was built by one researcher in 3.5 months, with less than $10M in compute. This includes all the research and small-scale experiments it took to get there, as well as the final training run."
*worth repeating*: 1 person, 3.5 months, less than $10M
We formally announced Mirendil less than 4 months ago. Today, I'm excited to share an important milestone for:
Pretraining at scale without a pretraining team.
Mirendil's mission is to solve Recursive Self-Improvement (RSI) and use it to democratize frontier AI development, ultimately accelerating science and technology. At Mirendil, when we think about RSI, we think holistically about the company as an intelligent entity that self-improves toward its goal. From that perspective, the most powerful notion of acceleration is reducing the time and resources (number of human experts, compute, and other costs) needed to achieve ambitious goals.
Given that pretraining is perhaps the most important yet most challenging part of frontier AI development, we decided to run an ambitious controlled experiment: Starting fully from scratch, can we significantly reduce the time, number of human experts, and compute resources needed to go all the way to successfully pretraining a strong coding model at scale?
Mirendil-Base is the result of this experiment. Our first pretrained model was built by one researcher in 3.5 months, with less than $10M in compute. This includes all the research and small-scale experiments it took to get there, as well as the final training run.
The recipe holds up as the models get bigger. For reference, Mirendil-Base is in the 100B-500B parameter range, Mirendil-Base-Large in the 500B-2T range, and Mirendil-Base-XL in the 2T-10T range.
We're beginning to see a world where a single researcher, empowered by AI, can take on work that once required an entire research organization. As these systems improve, the bottleneck shifts from the size of a team to the ambition and judgment of the people directing them. This has profound implications for who gets to build AI and, ultimately, who gets to push the frontiers of science and technology forward.
We’ll share independent evaluations, post-training benchmarks and API-access sooner than you think so stay tuned!
stunning results. there is nothing quite like seeing @EkaRobotics in action
solving dexterous manipulation!
@EkaRobotics has raised a $150M Series A.
Generality v/s Performance is the fundamental tension at the frontier of robotics. Generality without performance is just a prototype. Performance without generality is just a single-purpose tool.
Customers shouldn’t have to choose. Eka breaks the tradeoff. Powered by our Vision-Force-Action (VFA) model, we deliver the performance and versatility customers need to put robots to work every day.
Eka is built on three convictions:
⚡️Force is the language of manipulation.
🚀 Reinforcement learning is how dexterous manipulation scales.
🎂 System 1—fast, reliable physical execution—is the bottleneck to solve.
With this funding, we will scale our model and accelerate customer deployments.
Grateful to be building alongside a dream team and investors who share our ambition.
Michelle Lazzar retweeted
This new video model from @fal x @bfl_ai is remarkable.
All of these clips were text-to-video, generated in <10 seconds (22x faster than Seedance 2.5 🤯).
AI video no longer needs to be painfully slow and expensive. We're entering a new era!
Introducing FLUX 3 Max, the latest post-trained video model from fal Research in partnership with @bfl_ai.
FLUX 3 Max is tied for #1 in image-to-video quality on independent third-party benchmarks, generating a 10-second, 720/768p video in ~12 seconds.
For the next three weeks, FLUX 3 Max is 75% off, making it the most affordable frontier video model at its quality level.
it's growth engineering. it's taste. it's storytelling. it's new media. it's devrel. it's GTM. it's comms. it's culture. it's narrative. it's marketing.
this is what i mean when i say things happen on the TL first
