Jonathan Golden

@asharoraa @PrimeIntellect Congrats! @PrimeIntellect is lucky to have you.

Some news: A little over a year ago, I moved from London to San Francisco. 🇺🇸 In Oct, I joined @PrimeIntellect. Nine months later, we have gone from 0 to $100M ARR, and raised our $130M series A. I’ve now lived and worked across 5 countries as an adult, and nowhere comes close to the pace, ambition and optimism of the US. Every day, you’re surrounded by people trying to build something that changes the world. The US is truly the greatest country in the world 🇺🇸 After years in VC, I joined a seed startup called Prime Intellect as Head of Applied GTM to help shape our product strategy, commercialization, revenue and applied AI offering across post-training and RL. My friends know I spent most of 2024 building an RL thesis, which inevitably led me to Prime Intellect. Leaving VC was hard. There are few jobs more meaningful than being trusted to back someone else’s life’s work. But at some point, I realized I didn’t just want to be close to the arena. I wanted to be in it. This felt like a once-in-a-generation opportunity to build. Today we are 40+ FTE, $100M+ ARR and infinite passion to do more for our mission! It has been the most intense, humbling and rewarding chapter of my career. Every day, I get to work alongside an extraordinary team building the infra for the next generation of AI from post training and RL to the full-stack that ambitious teams need to build, improve and own their intelligence. Our mission is simple: make frontier AI infra and open superintelligence accessible to every ambitious team, so people can own their intelligence. We are still at day one. I genuinely believe the next decade of AI will be built very differently from the last. Open source will dominate. Post-training will become the way companies make AI actually work for them. And the next era will belong to teams that own their own agents, models, data and intelligence. Moving up the stack is how you win. We’re hiring across all teams. If you want to work on one of the hardest and most important problems in AI, come build with us.

@brettberson Its a sign of stability, the higher the valuation, the more the perception that its a safer bet to join. I never got it.

It's interesting that founders find raising at very high valuations makes the company much more attractive to potential employees. You'd think employees would want "cheap stock" (and more of it) that will become immensely valuable after they join. I guess the signaling value of a high valuation is often more powerful than the potential economics of "cheaper" equity.

This team is ripping! First company shipping a chip designed in the post ChatGPT era. Moving super fast and delivering massive improvements in speed and bandwidth for inferencing. Congrats @UbertiGavin and @robertwachen. Keep going!

@wquist Disagree, almost no enterprise penetration yet for AI coding even if existing usage will be more measured and optimized.

1H 26 is going to be brutal comp for the labs in 27

@johnloeber @EverettRandle Quality tech growth assets have done extremely well in the last two years. Surprised it’s only 1.6x. Shows that you still need to pick wisely.

Revisiting Tiger Global's Strategy in 2026 In 2021, @EverettRandle wrote a great essay about Tiger Global's dealmaking dominance, and how their strategy was different from everyone else's: randle.substack.com/p/playing-diff… Tiger's portfolio ended up returning poorly -- having bid up and bought the top on a lot of mediocre assets, in particular in crypto. Too much ZIRP exposure; they got the macro wrong. But their overall strategy -- using speed and size to dominate dealmaking and never miss a deal, which allows them to construct an index of high-value assets -- is interesting to revisit. Because in today's environment, it actually looks like it would've done really well. @haridigresses wrote recently: > The equal-weight index of every growth round (valuation $1B-25B) in the last 3 years would be at 1.6× MOIC & 36% IRR. But... there is no such index. The only way to earn access — and even beat the index — is by building conviction on a subset, and then tracking them down. This reminds of what Tiger was trying to do. It even reminds of what YC is doing right now at the early stage -- processing about 800-900 companies a year. They're doing a lot of smart things, and one of them is effectively constructing an index. Think about how well Tiger could've done if they had pursued their strategy starting in 2023 focused on AI, rather than starting in 2020 focused on crypto. They would've crushed it. The lesson here may be a macro one: using the Tiger Strategy in a ZIRP era in industries with unclear fundamentals won't do well. But in a moderate interest rate environment in industries with obvious fundamental disruption, it could work very well. This is especially the case when you notice that the power laws of venture are becoming stronger and stronger. The tail outcomes get even larger. It's moving from underwriting toward in 1/20 outcomes to 1/1000 outcomes. And then all the importance is in not missing The One.

@bencasnocha @levie Great interview. Also nice that I was there in person!

I asked @levie why AI is moving so fast in software engineering and so slowly everywhere else. "[In AI coding] instantly you know within about 10 seconds – did the thing actually do what we wanted?" "The user base prompting the agents are the most technical users on the planet. They have no problem changing their tool chain literally in a week if there's new alpha." "Now go to the rest of the world. Law, accounting, you're a consultant. 70% of your context is probably completely undigitized. It's in meetings, it's the lunch you just went to with the client." "The work isn't verifiable until it hits real life. You could have weeks before you know the thing that was output is actually gonna work." Video from a recent @villageglobal event with Aaron and @reidhoffman.

@calcsam @mastra Love it!

Today we're launching @mastra `Harness` `Harness` gives you a `Session` with plan/build modes. It lets you manage thread lifecycle, spawn or fork subagents, approve tools per-call or session, ask user questions, queue/steer. With skills, sandbox, browser, heartbeat. channels:

@kylehtucker @endowment_eddie Agree

yeah its interesting if there were an index for prestige tech/ai up and finance down. Probably best proxy is seating charts like trump inauguration below. I remember when blankfein and dimon and dick fuld were the guys and man things feel different. But at the same time!...given how transformative ai is, I don't think it’s wrong – I think if you're super talented 22yo and just go into 'ai' you're probably going to come out at 40yo better off than if they went into traditional finance (banking > pe > whatever etc.). I think just following that caveman logic / midwit meme will serve you well. (Which I never thought I’d say. I always thought finance/banking was the right move regardless of career aspirations (entrepreneurship, non for profit, tech etc.) bc it's gives you basic professionalization and extra notch of prestige reducing career risk)

Why are 22 year olds passing on finance jobs to ride the emotional wave of AI? Have they considered the risk of loss? The terminal margin structures or regulatory peril? It’s still early in finance. It took centuries to reach youth sports. The Dow just hit 50k. Choose wisely.

@standardbots @tbpn @evanbeard @johncoogan Love the tie @evanbeard!

We made it to @tbpn. Gong! Co-founder and CEO @evanbeard on the announcement of our $200M Series C funding round. We make robots for the people who make America. And we're on track to deliver 10% of all U.S. industrial robots by next year. Thanks for having us @johncoogan and @jordihays!

Today, we’re thrilled to announce our $200M Series C funding round at a $1B valuation, led by @RoboStrategy and existing investors including @generalcatalyst. Standard Bots is now America’s largest manufacturer of AI-native industrial robots. Our customers include Sunoco, Lockheed Martin, NASA, and the US Army along with hundreds of other manufacturers across the country. We’re proud to say that we’re on track to deploy 10% of all U.S. industrial robots by next year. We are expanding our Glen Cove, New York facility to 70,000 square feet to scale our vertically integrated production process. We currently design almost all our own parts, including our own actuators, and we assemble every final product in-house. By 2027, we’ll manufacture everything — from metal in to robots out — right here in America. We believe AI-native robots are the essential power tool of the 21st century — the tool that will grow American manufacturing and help every American worker to be a force at work. You just show your robot how it’s done, and it learns through demonstration. No coding, no consultants, just unbox and deploy faster than anything else on the market. Right now it’s possible for the United States to revitalize our manufacturing base if we become the worldwide leader in this transformative technology. We must build American robots, and put them to work in American factories. It’s a national imperative, and it’s our central mission. This fundraise gets us one step closer to the goal. The future of American manufacturing is bright! Join Standard Bots, and show your robot how it’s done — we’re just getting started.

@standardbots @RoboStrategy @generalcatalyst Congrats!

@villi @ilyasu Worst product that you have to use. Alas, seems like it will not be replaced.

@ilyasu You must be having shares distributed, so I was just joking that many of us don’t know what that is.

Computershare, my long lost friend, it's good to see you again!

@stevejang @km Congrats!

excited to share that we raised our latest early stage AI + frontier fund. to our visionary and resilient portfolio founders and our supportive LPs, thank you!

@km Congrats!

so grateful to get to live in this incredible time, and do this interesting work. thank you all for the friendship and support.

@devahaz @BartronPolygon Min 1-2% per trillion market cap just to have ‘market’ exposure. S&P 500 market cap is ~60T and 1/60 =1.7%.

@BartronPolygon Ok 3% yeah I can stomach that lfg!!!

The two biggest IPOs of SF-based tech companies were Uber and Airbnb, closing at ~$70B and ~$100B first day market caps. Anthropic and OpenAI will both IPO at more than 10x those levels.

@mvernal This is also why GTM and 'forward deployed engineers' are more powerful today. The coding is not the bottleneck anymore, its product surface area.

@jgreze @TownAI @arampell @a16z @kirstengreen @ForerunnerVC @firstround @altcap @conviction Congrats! Amazing team and product.

Today, we’re launching @TownAI: the AI assistant that learns you. We’re coming out of beta with a $55M Series A led by @ARampell at @a16z, with participation from @KirstenGreen at @forerunnervc and continued support from @firstround, @altcap, and @conviction. Right now, getting real value from AI means prompting, configuring, building workflows, managing agents. We think that’s backwards. The future of AI is a companion that already knows you and how you work. Town connects across your inbox, calendar, Slack, docs, messages, and workflows to understand what you need, then starts doing the work with you. Drafting. Scheduling. Project tracking. Follow-ups. Context gathering. Multi-step tasks. And it only acts when you say so. All adapting to your voice, priorities, routines, and relationships over time. Your Townie is the AI assistant you actually need.

We are hiring in SF @deviationcap! wsj.com/pro/venture-ca…

@AbhayVenkatesh1 I'm hearing individual lawyers leaving big platforms to charge for outcomes and leveraging tokens for workload. Pretty transformational. This is mostly YTD in 2026 so happening rapidly. Bullish signal on model providers.

@jpgg Do we think the "paying for outcome" model is working right now / do we have working examples of it?

I just published The AI Economy (link in thread): I am surprised that most people — even in 2026 — are applying the same mental models that they were in the internet economy to the AI economy ...