Arjun Dundoo

Excited to welcome @StellaDKelley to our Talent team at FirstMark! Stella joins us from True Search, where she led searches for C-suite leaders at venture-backed companies across software, marketplaces, and consumer technology. If you're thinking about your next venture, make sure to reach out — there are always incredibly exciting opportunities coming up across the FirstMark portfolio.

Episode 2 of Standing Table is live featuring @rick, Dan, and @GuyAdami, diving into AI, prediction markets, owning a piece of the Yankees, and so much more. Watch the full episode from @RiskReversal at youtu.be/8dKP997dnW0

Excited to announce that I’ve joined FirstMark! I’ll be investing in all things consumer, alongside @rick and @kathrynweinmann. Can’t wait to work with from phenomenal investors who’ve backed names like Pinterest, Airbnb, Discord, Riot Games, DraftKings, Ro, and many more. If you’re building, let’s chat.

@YengT9 lfg

70,000 members. 162 countries. 4 months. Introducing Lekondo THE THIRD SPACE FOR FASHION 🌎 Now available on iOS and Android

Just had a dining experience like no other at Bungalow My fam and I walked in and despite having no availability nor having any idea who we are, @TheVikasKhanna saw my sweet grandmother and said “I can’t let her leave without eating” - he found us a table and treated her like a queen (which she is!), she was floored Literally a level of hospitality l didn’t know existed.. new favorite restaurant

@omooretweets Gen Z + *younger millennials

So many people do not understand this - and it is core to consumer software👇 Gen Z and beyond does not care about data privacy as long as a product delivers for them Bank accounts, contact book, email access, camera roll, etc. - they will gladly give it up

@gokulr Fight on!!!

At USC graduation this year, students’ names were read out by AI. Students had to submit their full names’ pronunciations in advance. In fact, a student figured out it was AI because there were none of the usual pronunciations issues with student names that plague every graduation :)

Every agent needs its own computer: my conversation with @ivanburazin, CEO of @daytonaio, about sandboxes and the emerging agent stack. 00:00 Intro 02:13 What is an AI agent sandbox? 03:17 Security risks of running agents locally 05:17 Stateful vs. stateless hyperscalers 07:04 The history of cloud IDEs and the end of localhost 09:45 Do all AI agents need a sandbox? 12:26 Sandbox use cases: RL evals & background agents 14:10 Unpacking the emerging AI Agent Stack 16:20 The unsolved problem of agent memory and learning 19:37 Where sandboxes fit in the agent harness 21:35 OpenAI, Anthropic, and agent SDKs 23:06 Ivan's founder journey: From CodeAnywhere to Daytona 26:59 GTM strategies and building developer communities 33:48 Why customer support is your best GTM strategy 35:34 Leveraging Twitter during the AI super cycle 40:50 The technical anatomy of a sandbox 41:53 Why fast spin-up speeds maximize GPU efficiency 46:09 Firecracker, QEMU, and isolation primitives 49:58 Why sandbox snapshots and state forking matter 51:40 Why Daytona built a custom scheduler from scratch 55:24 The challenge of long-running stateful sandboxes 58:10 The build your own sandbox trap 1:01:03 Why AI agents might trigger a global CPU shortage 1:02:46 The future of the AI Agent Stack

@HassanRIsmail @paigecraig @outlandervc Huge news! Congrats

Some news I've been meaning to share for a while now... I'm excited to share that Argos Research has raised a $1.6m pre-seed round led by @paigecraig and @outlandervc I'd like to also take the chance to thank our angel investors Charlie Yuan, Matthew Eggertson, Raymond Russell, Alexander Jabbour, and especially Charlie Songhurst who was the absolute first to believe in us. This also wouldn't have been possible without my cofounder @alsibassi, my family, friends, and mentors who've guided me throughout. I've been lucky in that there's too many of you to tag here, so please forgive me - I am grateful you all put up with my long hours, grand vision, and obsession with the future. One thing has become clear. The distribution and impact of AI has not been equal. While we've watched the digital world get flipped outside down by the ongoing LLM revolution - the physical world has been left behind. While our hardware has gotten exponentially better, we still have yet to enter the world with robots doing our laundry, cars that drive us to work, or even roombas that can properly clean an entire home. This is for one reason - the physical world (and indeed, most complex systems) cannot be 'brute forced'. There is no throwing obscene amounts of data at an architecture and hoping it generalizes meaningfully, nor strapping go-pros to peoples heads and hoping that a robot learns to mimic humans correctly. There's only one way that we enter the sci-fi future, and that's by giving machines the ability to think, and more importantly, learn, as they go. Argos is solving this by building the first neural network architecture capable of true continual learning for the real, chaotic, and messy world. If this resonates with you, we'd love to chat.

More value created in the private markets than ever before, says FirstMark's @Rick Heitzmann @CNBC cnbc.com/video/2026/05/…

Kareem from @clay spitting fax at AI✦NY @kareemamin

And we’re off! 🚀 @amishjani and @NeerajVC kicked off the inaugural AI✨NY Summit, bringing together over 150 AI CEOs for an off-the-record summit in NYC. Thrilled to partner with our friends at @BatteryVentures and honored to have so many brilliant CEOs with us today.

Beautiful day for AI✦NY !!

Lots of tech & AI companies are expanding to NYC - OpenAI opened a SoHo HQ last year - Anthropic is actively exploring a massive expansion (450,000 sqft) - Palantir is actively exploring more space - Perplexity is expanding in Union Square - Harvey is doubling their office space - Scale AI has a new HQ in one world trade NYC is becoming the AI commercialization city Build in SF, sell in NYC.

Announcing the inaugural AI✦NY Summit, exclusively for CEOs shaping the AI ecosystem, cohosted by FirstMark and @BatteryVentures! Including more than 150 CEOs, and featuring... @c_valenzuelab of @runwayml @AmandaKahlow of 1mind & 6Sense @kareemamin of @clay @akofoid of @databricks Kunal Madhok, EVP of AI, Wells Fargo Rob Chisholm, Partner, Qatalyst Partners Amin Venjara, Chief Data Officer, ADP Tom Haslam, Principal, Data, Analytics & AI, KPMG And co-hosted by @amishjani (FirstMark), and @NeerajVC (Battery) Special thanks to @FifthThird @golub @KPMG @CooleyLLP @googlecloud, and @qatalystgroup

Love seeing these two awesome @FirstMark co’s come together t bring the promise of stablecoins to the institutional use cases that make up the meat of the market. Just the beginning cc: @sidgandhi_xyz @calummoore @rooqster @cnaut

@dunkhippo33 Distro is crucial cause yes anyone can build, but ofc product still matters Just cause it’s easier to build doesn’t mean that exceptional founders can’t find ways to make their product incrementally better than the competition and create some sort of moat there

I used to post distribution >> product. Now it’s distribution >>>>>>>>> product.