David Cahn

@amspector100 and @bfspector of @flappyairplanes at AI Ascent 2026: The big AI wins so far (search, coding) happen to be the most data-rich problems on earth. Almost everything else is data-poor. Unlocking the rest of the economy will depend on drastically better data efficiency. 00:00 Introduction 00:33 Meet the Founders 01:14 Not an Airplane Company 01:44 Talk Outline and Thesis 01:57 Why Data Efficiency Matters 02:46 The Long Tail of Low Data 03:28 Compute Scales Easier Than Data 04:20 Data Moats and Competition 05:16 Systems Plus Algorithms Approach 06:25 GPU Primitives and Closing

“If you ask ‘how many of you want to create games’, 80% will say they want to create a game," said Ali Sadeghian, Astrocade cofounder. "But if you ask ‘how many of you have made a game,’ only one or two people will raise their hands... This makes it possible." bit.ly/4tT9bnO

Five months ago, @PlayAstrocade users were playing 6M games / month (up from 0 a few months earlier). Today, they are at 140M plays / month and 5M MAU. In case anyone is curious why it's exploding, here's a game we vibe coded:

We raised $56M to help build the next era of interactive entertainment. Series B led by @sequoia, Series A led by Sea. Astrocade lets anyone create games with AI, play them with friends, and share them with millions. But this isn’t about replacing creativity. It’s about giving more people the tool to bring their taste, humor, stories, and craft to life. Today, the fun goes public.

#Anthropic got it wrong. The public models already grant attackers the upper hand. This is why we created #MOAK - to prove that the exploitation risk is no longer theoretical. AI-powered instant exploitation of 1-days is now the rational move for every threat actor. We are expecting "Spray & Pray" attacks to hit within an hour of publication, and this won't be limited to nation-states. While #Glasswing focuses on maintainers, it lacks the robust support required by enterprises. In the long run, these tools might make the world safer, but in the short term, currently available models enable a "Wild West" scenario. I believe that the next two years will be brutal for enterprises. AI-powered attackers are significantly more vicious. To the defenders reading this - we’re entering a dangerous era - you must step up your patching game. You’ve got to check the website, the link is in the first comment. To be continued.

Excited to announce our latest funding round at an $11B valuation led by GIC and @sequoia with participation from @a16z, @coatuemgmt, @conviction, @eladgil, @EvanticCapital, and @kleinerperkins. Thank you to our customers, team, investors, and everyone else who has helped along the way.