Alex

Fund II company Kos.ai stepped out of stealth to launch the first virtual finance employee — handling everything from invoice review to month-end close, directly inside the tools teams already use. Proud to partner with @tanujt for the second time!

@odysseyml The world will never be the same. Insane.

It’s time to go beyond language models. Introducing Odyssey-2 Max, our most powerful world model yet. It materially advances the SOTA in physical accuracy. This is a big step toward models that simulate and interact with the world in real time. A new intelligence entirely!

Mind blown 🤯 @olivercameron, @jeffrey_hawke and the @odysseyml continues to push the frontiers of world models.

@lucasbagnocvaz Incredible piece. Although I suspect a few of your 10-20x bets are going to be 100-200x outcomes!

Pumped to see @tanujt and the @kos_ai_inc team rethink how finance works 💪

@tanujt @kos_ai_inc Let’s go! 💪

800-page invoice. Reviewed in seconds. By an employee that doesn't exist. Meet @kos_ai_inc . The world's first virtual finance employee. Own computer. Own software seats. Own identity in the org chart. You talk to it over email, Teams, Slack, Zoom. Teach it new workflows over screenshare like a new hire. Datacenters. Energy. Defense. Factories. @8VC @xyz_vc @MVPVentures @kos_ai_inc kos.ai

@tanujt Beyond excited to see Kos transform how finance teams work!

@kos_ai_inc An important piece of the puzzle to accelerate AI data center buildout!

@jonchu @nkechiiregbulem @coframe_ai @joshpxyne @joshpxyne is N of 1 🫡

@coframe_ai shows how technology shifts create oppty. But value creation captures it. +millions of ARR every few weeks (100% QoQ growth!) with a clear "why now" and strong moats. But the +150M ARR for custmrs in <10mo and @joshpxyne's focus on customer value is the true secret

@handotdev Insanely high density of talent at Mintlify 🫡

mintlify just crossed 50 people still feels like day 1

@anaganath @kleinerperkins Congratulations!

@kleinerperkins ☕️ as we announce our newest funds.

@nathanbenaich @airstreet Congratulations @nathanbenaich!

News! @airstreet has raised $232,323,232 for Fund III to back AI-first companies from the earliest stages in the US and Europe. Now the largest solo GP venture firm in Europe. Our third epoch begins today. Join us!

@WorkshopAI @GeminiApp Pumped for this. Nice work @davidvgilmore and the @WorkshopAI team!

Introducing Workshop: cloud + on-device agentic AI. And to celebrate, we're giving away $250k in @GeminiApp AI credits. (details below). The future of AI work is neither cloud-based nor local. It's both. In Workshop Cloud, you can use agents powered by frontier models like @claudeai and/or open source models like @Zai_org's GLM-5 to build internal tools, dashboards, and AI web apps. Or, breeze through tasks like managing your Google and Meta Ads. In Workshop Desktop, you can do all the same right on your computer, plus make desktop apps, mobile apps, and 3D creations. Our favorite part? You can power the full agent experience with local models like Qwen 3.5 family on your computer. Fully offline. 2026 is the year in which local models for agentic tasks will become viable for mainstream use. But the setup for tools like OpenClaw is like setting up Linux from scratch on your computer. Workshop Desktop is one-click to install on Windows, Mac, and Linux. It recommends which open source model you should use for your hardware and lets you download and run it right in the app. And its agent harness allows you to chat, create websites, build personal utilities, and analyze data. 100% offline. Or multitask with AI models in the cloud while running other agent threads locally. Start in Workshop Cloud when you want flexibility and speed. Download your project and continue in Workshop Desktop when you want local files, privacy, and/or better performance on large code bases. Publish from either. The agent tooling space is maturing and discerning users have come to expect a lot from their tools. We've packed Workshop with features to help you 10x your productivity. - Native support for skills - Autocompaction for seamless context management - Built-in AI for your apps - Dozens of connectors, like Google Drive, Big Query, and Supabase - dbt integration to ground your dashboards in your semantic layer - Native Github integration - Private app deployment - ... and more (+ we're shipping super fast) To access the free credit offer, RT this post and reply with "Workshop". Make sure you are following us so we can DM you the instructions to redeem. - First 100 to RT + comment get $500 in credits. - Everyone else gets up to $250 And thanks to our partners @modal, @GeminiApp, and @Zai_org! workshop.ai

@kyriakosel @TerraAPI Let's go! Amazing unlock for Perplexity and AI users.

Perplexity is now powering health connectivity for millions of users through @TerraAPI Given that the best AI labs are moving into the health space, here's what I think is coming: You make thousands of daily decisions that change by the second Biomarkers, workouts, meals, sleep cycles, and stressors We are not meant to hold all this information No matter how brilliant your physician is, they see you for 15 minutes and work from a snapshot. The human brain doesn't scale to this problem AI does The doctor becomes the person you go to for surgery, and for judgment under uncertainty No doctor will ever know you better than your AI And software will be written for you daily Today, a doctor looks at a snapshot and puts you in a bucket. "Pre-diabetic", "at risk". These are population labels applied to an individual They tell you where you are. They don't tell you where you're going With continuous, full-context reasoning, the system doesn't label you, it tracks you. Your testosterone has drifted 10% over 10 months, your performance is dropping, here's exactly what to change this week to reverse it Medicine finally gets a feedback loop Chronic means we caught it too late. By the time you get the label - diabetes, heart disease, autoimmune - the damage has been accumulating for years. The disease isn't the problem. The delay is A system that monitors continuously doesn't wait for symptoms. It sees the drift at month 2, not year 10. The intervention is early, precise, and adjusts as your data changes. The feedback loop confirms it's working in days, not decades Chronic disease is a timing failure. The timing problem is solved

Rare opportunity to work with a N of 1 founder (@daraladje) at a N of 1 company (@withdelphi)

@CCgong @axiommathai @CarinaLHong @shubho @f_charton @KenOno691 Congratulations @CCgong!

I'm thrilled to share that we are leading @axiommathai's $200M Series A at $1.6B+ valuation. Founder & CEO @CarinaLHong is one of the most exceptional people I've ever met, and she along with CTO @shubho, @f_charton, and @KenOno691 (one of the world's foremost mathematicians) have assembled a generational team to push the frontiers of Verified AI. We are rapidly approaching a world where AI writes all code, but none of it is verified. LLMs generate code that looks right and often works, but "often works" is a terrifying standard for the systems running our infrastructure, finances, and security. Hallucinations are architectural. Unlike LLMs which generate statistically likely outputs, Axiom trains systems to produce formally verified outputs so every output is verifiable, which means every reasoning step is logically guaranteed to be correct. In under 7 months since inception, Axiom achieved the 6th perfect score in the 98-year history of the Putnam Competition, the hardest undergraduate math exam in the world. The median human score is zero. No other AI company could do that. They've automatically proved decades old math problems the world’s top number theorists could not solve. We believe Axiom is building a new paradigm of Verified AI that will be the correctness and safety layer for all AI-generated code. Read more: menlovc.com/perspective/ai…

Introducing Web to Design. Turn any website into an editable UI. Just paste a URL. Create new variants, different pages, or build components inspired by the original design. We’ve been using this internally a ton, it’s the fastest way to go from a raw idea to a prototype.

@skirano So epic!

@startupjag @Rhoda Incredible team and vision!