Sequoia Capital @sequoia

Thrilled for my friend @dan_biderman to launch @EngramLab Dan is a visionary who has consistently let seen around corners in AI

Engram @EngramLab

15 hours ago

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At @sequoia we help founders building legendary companies. My favorite kind of founder has deep, authentic connections to the industry they're transforming. @georgeprobook is that kind of founder: George grew up the son of a NYC cop. His dad got injured, forcing retirement. He got into the trades and started power washing houses, bringing George with him. George spent much of high school in the truck, learning the trade. He was a smart kid. He earned a perfect 36 on his ACT and got into the Ivy League, studying the prestigious M&T program at University of Pennsylvania. But he did not desert his roots. He kept working with his dad through college, and worked at a home services shop in Illinois that later became Probook's first customer. Eventually, he took some of his AI skills he learned at college to automate the kind of work his dad hated doing: scheduling, logistics, back-office. Then, he offered it to other operators like his dad. Before he knew it, Probook became a smash hit in the home services industry. George had technical chops- but he needed someone who could take Probook to the next level. That's @probookcto . Lewis is a genius. This is a guy who earned a perfect score on the American Mathematics Competition. That isn't a top 1% thing, that is something only 10 out of 45,000 top math competitor achieve. Then, he went to UC Berkeley where he proceeded to early an Electrical Engineering Computer Science (EECS) degree with a 4.0 GPA...in 2 years flat! I heard phenomenal reviews about Lewis from my friends at Roblox, where he was top of the pack for young engineers. But most remarkably, Lewis is truly a ray of sunshine. Go look at his web profile. You'll see him smiling. He ALWAYS has that smile. Like 100% of the time. Even during the hardest moments. He has such a strong mental fortitude (and back strength...man he can do pullips) that he really inspires me. Probook's third and final co-founder, Ben Cervantez, grew up in SF where he was Valedictorian, Captain of Varsity Football, played Varsity Baseball, and earned a perfect 36 ACT. Yes, the full package. He Attended Wharton's prestigious M&T Program where he played Men's Rugby. But when he learned about George and Probook, he took a bold move and dropped out to go full-time. This was extremely high risk, but clasically Ben's style. He's low ego and high performance. He always puts the team first. Ben Cervantez is the glue that holds this team together. He works tirelessly, flies non-stop to customers, and lives with extreme customer love. Because of the authentic connection and customer love, customers love Probook. As one customer wrote, "If you take Probook away. I quit." The growing like crazy, hiring an incredible in-person team in NYC, and really serving the trades industry with care. If you can't tell, I really love working with this team. I love being their "coach." These daring founders are the real deal in every way. Congratulations to my friends and partners on the fundraise!!

- 26,000 agents affected - gained full control of every one of these agents, their private conversations, and every internal system the agent could reach. - passed all existing security scanners - got 37,000 real GitHub stars ^^ Those are the shocking results of an experiment that @YairS17728, @niv_hoffman & team ran. air.security/blog-posts/the…

"Today, a simulation is quick and fast to run. But what about simulations that take $100 million to run once, and could take many months, but it solves one of the fundamental questions of our society? That I think is genuinely a very exciting possibility for this field." Thanks for an interesting conversation, Joon. Full library of Training Data episodes available here: youtube.com/playlist?list=…

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 cofounder @percyliang puts it: great science starts with a great measurement. From Smallville in 2023 to today, Simile is trying to build the Hubble Telescope equivalent for simulating human behavior. 00:00 Introduction 01:49 Building Generative Agents 02:29 Valentines Day Emergence 03:33 From GPT 3 To Agents 05:03 Social Computing Problem 06:19 Social Simulacra Subreddits 07:57 Models Getting Good Enough 08:57 Humans Are Not Rational 10:04 Turning Research Into Simuli 11:55 Validation And Accuracy Proof 12:43 Customer Workflow CVS Example 16:11 Why Collect Real Data 17:51 Behavioral Signals And RCTs 21:52 Use Cases And Second Order Effects 26:31 Evaluating Convergence Divergence 31:58 Big Societal Simulations Ahead 36:08 Future Of Simulation

"When you start a company, the expectation is failure." You can't build a great product. You can't hire great people. You'll never get good investors. You can't raise a Series A. You can't raise a Series B. @mutinycorp CEO Jaleh Rezaei (@jalehr) had heard all of those doubts. She'd done all of it. And she started over anyway. "It's really hard to accept that you're going to burn that to the ground for the possibility of a better future," she says. After a year of working to add new AI capabilities to Mutiny's software, Jaleh felt she was "mashing" two different products together. On a walk along the Hudson River in November, she told co-founder Nikhil Matthew they had to make a radical change. Catch the full story on The Upstarts Podcast, presented by @Rippling 🫡

Alex Konrad @alexrkonrad

5 days ago

Salespeople have a problem: they only spend 21% of their time actually selling to customers 🤝 @mutinycorp CEO Jaleh Rezaei (@jalehr) thought she'd found a way to fix it. She worked with customers like Snowflake and Uber. Revenue reached 8-figures 📈 Which makes what happened

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Salespeople have a problem: they only spend 21% of their time actually selling to customers 🤝 @mutinycorp CEO Jaleh Rezaei (@jalehr) thought she'd found a way to fix it. She worked with customers like Snowflake and Uber. Revenue reached 8-figures 📈 Which makes what happened next all the more shocking: she burned it all down 🔥 On The Upstarts Podcast, Jaleh shares why she took the tough decision to fire her customers, slash headcount and re-found her startup around an AI agent. We go into AI's disruption of SaaS; her favorite advice from @fin's @destraynor on pivoting and from @ycombinator's @garrytan on showing the chart you don't want people to see; how to get over "Claude Spookies," and why speed is (mostly) all you need. This season of the show is presented by @Rippling 🫡 CHAPTERS 00:00 Introduction 2:41 An AI agent for sales 7:04 Why an AI ‘blank canvas’ doesn’t work 10:38 Jaleh’s founder journey and Gusto lessons 17:01 Mutiny’s early software success 22:51 Jaleh’s Upstart Moment: tearing it down 24:42 Why you can’t rebuild a business halfway 27:15 Intercom’s founders share valuable advice 30:44 Focus on the business, not the optics 34:53 ‘Speed is the only thing that matters’ 37:40 ‘Claude spookies’ in the AI app layer 43:59 Second-time founder advantage Thanks for watching!

12 years ago a top scientist said AI would wipe out radiology. Computer vision spread through every scan – and radiology demand went UP. Hospitals hired more radiologists. @nvidia’s Jensen Huang on why we keep confusing a job's tasks with its purpose.

Konstantine Buhler @Konstantine

2 weeks ago

Jensen Huang is a titan and a teacher. He recently sat down with me to explain his vision of the future of technology and humanity. He’s calm, clear, and very funny. We touched on many topics, ranging from the $20T or more AI economy in five layers to changes in labor for the

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Don't mistake task for purpose. @Nvidia's Jensen Huang in conversation with @Konstantine: "Typing is not the job of a software engineer. Coding is not their job. Solving problems is their job." Jensen says AI is creating more jobs, not destroying them. Why? AI lets us solve problems better than ever.

Konstantine Buhler @Konstantine

2 weeks ago

Jensen Huang is a titan and a teacher. He recently sat down with me to explain his vision of the future of technology and humanity. He’s calm, clear, and very funny. We touched on many topics, ranging from the $20T or more AI economy in five layers to changes in labor for the

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Last week Apple previewed the future of Siri. In 1987 though, Apple showcased a far more advanced AI assistant that would change how we use our computers entirely. It could see you, control your computer, and even looked and sounded human. They called it Knowledge Navigator. For nearly 40 years it remained science fiction. This past week at @tavus we finally brought it to life with the help from our friends at @cerebras. Meet Dom:

Sequoia partner and SpaceX investor Shaun Maguire tells Ed Ludlow why he "stands incredibly bullish" on his orbital data center outlook for SpaceX bloom.bg/4ouhhRI

🎬 Introducing a new kind of hackathon: the @fal × @sequoia Video Hackathon. A 72-hour global sprint for creatives, builders, filmmakers, and storytellers to explore the latest generation of AI video models and tools. Supported by @GoogleDeepMind, @xAI, and @Kling_ai. Participants will get: - Complimentary access to frontier video models - Talks and workshops - $150k credit prize pool Judges, speakers and more event details coming soon. Ready to create? Stay tuned. 🎥✨

📹️ Announcing the fal x @sequoia 72-Hour Video Hackathon. A 3-day global sprint for AI-native filmmakers, creative technologists, developers, designers, and storytellers building the future of video. Supported by leading AI video labs @GoogleDeepMind, @xAI, and @Kling_ai. Participants will get: - Access to frontier video models - Workshops + talks from industry leaders - Mentorship from top creators + engineers - $150k credit prize pool This is a chance to build at the cutting edge and create what wasn’t possible before. Judges, speakers and event details coming soon. Participation is by application only. Apply here: 72hourhackathon.com

NEW: Inside $11B @harvey HQ w/ CEO Winston Weinberg Exclusive tour of their gorgeous SF office & an update on their scale.. TLDR: they're ripping. At 4 years old, Harvey has reached: - Passed $300M ARR this month (3x growth from $100M last August) - Nearly 1K employees, 12 global offices - ~2,000 customers - DAU/MAU up from 36% to 52% this year - 42% of revenue from in-house corporates - Token usage: 1T in January to a projected 13T this month The $11 billion AI platform now used by 2/3 of the AmLaw 100 & 500+ in-house legal teams including HSBC, Bridgewater, Carvana, Blue Owl "I think every single company is going to sell intelligence." - @winstonweinberg Co-Founder @gabepereyra + Head of Applied Research @nikogrupen coming on next 👀 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Winston Weinberg, Co-Founder & CEO at Harvey (00:45) Inside Harvey HQ (03:17) Harvey by the numbers (04:11) How Harvey expands globally (05:16) Why Harvey employs 200+ lawyers (06:30) The philosophy behind Harvey's office (07:35) The loudest lunch culture in tech (09:03) Winston's favorite room (10:04) Eight Airbnbs before a real office (12:58) Inside a $300M ARR company (14:20) Tripling revenue in under a year (15:35) What $1B+ unlocks (17:36) Building an AI native company (21:10) Convincing lawyers to join tech (22:14) The biggest adjustment for lawyers in tech (23:26) Build vs buy (26:59) What SaaS got away with that AI can't (28:39) Financing 13 trillion tokens (30:05) Why the labs can't just copy Harvey (31:18) Competing with OpenAI & Anthropic (32:03) Will the labs start acquiring? (32:50) Does every task need frontier intelligence? (34:23) Why legal benchmarks are broken (35:30) Ordering the same meal 467 times

🚀 We're out of stealth. Today we're introducing Ent, the industry’s first intent-aware Workspace Security platform for human and AI-driven work 🎥 See what it means to protect work as it happens. #IntentAware #LaunchFromStealth #WorkspaceSecurity #CyberSecurity

What does AI actually change for builders: It’s not just speed. It’s ambition. The old question was whether an idea was even possible. @GoogleDeepMind's @OfficialLoganK says he now catches himself wanting to push the same idea ten steps further. The hard part becomes resetting your own ceiling on ambition. What do you build when the only constraint left is how big you let yourself dream?

Sonya Huang 🐥 @sonyatweetybird

2 weeks ago

Did lemurs and dogs invade the set of Training Data, or did we have way too much fun with Google Omni?!?!?! Super fun Training Data episode with @OfficialLoganK of @GoogleDeepMind on Omni, multi-modal models and generative media, vibe coding and the future of world models and

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Factory chose its name for a reason This team has always been ahead of the curve Software Factories are coming Love the speed here 🚀

Factory @FactoryAI

a week ago

Today, we're announcing Factory 2.0: from coding agents to software factories.

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AI has collapsed the gap between vulnerability discovery and exploitation; it is now essentially 0. Coordinated defense isn't a nice-to-have anymore. It's the only viable response. @chainguard_dev has done something incredible: building Athena and rallying the entire industry behind it.

Chainguard ⛓️ @chainguard_dev

a week ago

Introducing Athena: the industry coalition to protect open source software from AI attacks. Athena is operational today. More than two dozen members. It's processed 20,000+ findings and generated 2,000+ patches across 500+ open source projects. Join us: chainguard.dev/athena

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Incredibly whitepilling. The future will be greater than the past

Sequoia Capital @sequoia

2 weeks ago

Ad Astra @elonmusk and @SpaceX 🫡🚀

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