Jeremy Conrad

We just announced PitPro's fully automated tire system that changes 4 tires in 15 minutes. Details here: lnkd.in/gJEXK9GB We're offering early access pilot programs now before our nationwide launch in 2026. Check video below or visit our site: pitproauto.com

@miradu @gregisenberg @nickgraynews Did you move to Austin?

@gregisenberg @nickgraynews Meet us at agent builders breakfast Austin? Tuesday June 16th luma.com/wrp2uuhi

I just got back from SF and I FEEL INSPIRED. I spent 5 days with frontier AI model teams, AI startup founders, and 3 billionaires. My takeaways: 1. I had lunch with 3 billionaires. All of them are buying SaaS companies and rebuilding them agent-first. They were deeply inspired by Bending Spoons and Ryan Cohen's eBay deal. Buy the company, cut the headcount, rebuild the tech, add agents, add features, make more valuable experience, raise prices. 2. The frontier model companies are hungry for usage data from the field. They can see API calls and token counts. They can't see the actual workflows. If you're deep in a niche using these models in ways the model companies haven't seen, that understanding is incredibly valuable. Usage intelligence is the new alpha. 3. Consumer AI is massively underbuilt. Every billboard in SF is either B2B inference infrastructure or vertical agent companies. The entire city is optimized for enterprise. Meanwhile you have companies like Cal AI doing $50M ARR in 18 months as a consumer app. I met with a cool few teams doing consumer AI (@paulscherer / @ekuyda) 4. MCP came up in literally every conversation. The companies exposing their product as MCP endpoints are getting pulled into deals they never pitched for. The ones that aren't are becoming invisible to agents. This is the new SEO. If agents can't find you, you don't exist. Building products for agents is the new zeitgeist in general. 5. Not uncommon for hot seed rounds to be $25-50 million valuations. I saw a Series A at $450 million 6. If I had a dollar every time someone mentioned "forward-deployed engineer" this trip I could have funded a seed round. It's the hottest role in SF right now. The person who sits between the agent and the customer, making sure everything actually works. 7. The mood around open source shifted. A year ago it felt like open source was chasing the frontier models. Now founders are telling me Gemma and DeepSeek are good enough for 80% of what they need at a fraction of the cost. The "which model do you use" conversation is being replaced by "which model for which task." Model loyalty kinda feels dead. 8. Voice agents came up more than I expected. Multiple founders told me voice is the interface for the next billion users. The billion people who will never type a prompt will absolutely talk to one. 9. The Obsidian community in SF is weirdly intense. Multiple founders showed me their vaults unprompted. Like showing someone your home gym. It's a flex now. The quality of your knowledge base (second brain?) is becoming a status symbol among builders. 10. Maybe it was just the people I met but the age of the founders is shifting. I met more founders over 40 this trip than any trip before and more founders under age 21 than ever before. Founders getting older and younger at the same time. 11. I spoke to a lot of fast-growing startups, VCs and frontier models who are hiring content creators right now. 12. The restaurant scene in SF is actually better than it's been in years. Founders are going out more. Alcohol is out, not surprisingly. 13. SF doesn't feel like the only place anymore. We all have access to the same frontier models. We all read the same X feed. A founder in NYC or Lagos is calling the same APIs as a founder in SoMa. So in the past it felt like SF was always lightyears ahead, doesn't feel that way anymore. It's okay not to live in SF and have BIG DREAMS. 14. The coworking spaces in SF are half empty but the coffee shops are packed. People want to be around people. I had a few startup ideas here.... 15. Walking around the Mission I noticed something: the street-level businesses, the taquerias, the barbershops, the laundromats, none of them use any AI at all. 16. I heard the phrase "agent debt" for the first time. Like technical debt but for agents. When you hack together an agent workflow fast and never clean it up, the system prompts conflict, the memory gets polluted, the tools overlap. 6 months later the agent is doing weird things and nobody knows why lol. 17. Met a few people who carry two phones now. One for personal. One that's basically an agent terminal running Telegram or iMessage connections to their agent fleet. It's always amazing to get that dose of inspiration in SF. I FEEL INSPIRED. But I'm so happy to be back home, locked in and building. We're 12-18 months into a shift that will take 15 years to play out. The urgency in every conversation was real. What an incredible time to be building.

@AlexYancher Congrats!

Today marks one of the most meaningful milestones in Passport’s journey: we’ve signed an agreement to be acquired by Global-e Nine years ago, Passport started with a simple but ambitious vision: Help brands reach their global potential. Since then, we’ve built a proprietary global shipping network that now leads the market in transit times and customer experience, along with a full suite of solutions that supports brands at every stage from cross-border enablement to in-country operations and marketplace management. And most importantly, we earned the trust of incredible brands and 3PLs around the world. What makes this moment special is that great companies are bought, not sold. As we continued to build for the future, Global-e approached us because they saw the value in what this team built: our logistics infrastructure, our operational depth, our customer relationships, and our approach for enabling global commerce. This partnership is so exciting because our visions to help brands go global are deeply aligned. Together, we can help more brands expand globally, faster and more confidently, with a more complete solution than either company could offer alone. To our customers: thank you for trusting us with your brands, your growth, and your customers around the world. Many of you took a chance on Passport early, partnered closely with us, pushed us to improve, and helped shape the company we are today. To our partners: thank you for helping us build a truly global ecosystem. Cross-border commerce is impossible without strong operational and strategic partnerships, and we would not be here without you. To our investors: thank you for believing in Passport’s vision from the beginning and for supporting us through every stage of growth. Your partnership, guidance, and conviction helped us build a company capable of redefining what global commerce can look like for modern brands.  And to the Passport team: thank you. This moment belongs to all of you. Thank you for the late nights, the ownership, the resilience, the creativity, and the belief in what we were building especially during the hard moments. What this team accomplished over the last 9 years is extraordinary, and this acquisition is a direct reflection of that work. I couldn’t be more proud of what we’ve built together. And the best part is we’re just getting started. Press Release here: investors.global-e.com/news-releases/…

@mario_bollini @BostonDynamics Congrats!

Today starts a new chapter for me at @BostonDynamics. The last two years leading the Atlas product management team have been amazing: we pivoted from R&D, visited 200+ customer sites, built a trillion dollar application roadmap, designed a production-grade humanoid, and launched at CES. I’m starting a new role leading our Human Robot Interaction team. We will embody AI and start blurring the line between the digital and physical words. We’re going to build exciting new capabilities for today’s robots and explore what’s next. Stay tuned!

DSA Supervisor @JackieFielder_ is back on her bullshit. She wants to ban all R&D in the Mission, and it looks like she's going to get away with it bc the rest of the BoS isn't paying attention. Sorry this has to be a thread, but it's fucking insane and you need to know details.

BART stopped cleaning dust known to cause subway “flashover” incidents Source: NBC Bay Area share.google/RQ63RruoFsVAiJ…

11 years later, we’ve now legalized tall, dense housing near transit stops across the state of California. Thank you @GavinNewsom for signing #SB79 today.

@paigefinnn @NWischoff Bandit

assembling a dream [sf breakfast] list h/t @NWischoff

@CJHandmer @joebarnard We can help with that vimeo.com/manage/videos/…

We rotate our own tires because @joebarnard changes his own tires. WWJBD.

@Ben_Reinhardt Link?

1980s space manufacturing papers go hard.

I've had the Beta team on my cap table multiple times and they're some of the best in the biz. If you're starting something talk to them first!

@thistrippjones Congrats!

Thankful for our team, LPs, and community. Here's to the next 21 years!

Drone and pad footage from Isar Aerospace's Spectrum launch. You can see it avoided the pad when it came down.

Today, we unveiled two new breakthrough AI weather models, AI-WX and AI-S2S. Accelerated by @nvidia GPUs and leveraging the NVIDIA Omniverse Blueprint for Earth-2, these models are transforming weather forecasting: 🚀 Speed: Our AI models run 1,000 times faster than traditional physics-based models. 🌦️ Accuracy: Offering forecasts up to 20 days with AI-WX and up to 45 days with AI-S2S. 🔍 Precision: Large ensemble forecasts capture a full range of possible weather outcomes. Read more: spire.com/press-release/…

"Phase behavior of Cacio and Pepe sauce" > increasing starch mitigates the formation of protein clumps cooking is science! arxiv.org/pdf/2501.00536

Our CEO @StefanESA reflects on the demise of Cruise and what it means for the autonomy industry. Read the post 👉 polymathrobotics.com/blog/eulogy-fo…

Who else is heading to CES this year? It's my first time who should I meet? What should I make sure not to miss? Excited to connect with other autotech founders and companies looking to upgrade their fleet maintenance solutions.

@bznotes Congrats!

🚀Exciting News! After over a decade with the incredible team at Lux, collaborating with extraordinary founders, partners, and LPs, I’m excited to embark on a new chapter with Lux's full support -- partnering at early stages with visionary founders. 🌟 More soon…

@jmhredsox Totally. Just boggles the mind.

@nomadicnerd And from what I've seen, Zoox is getting pretty close to prime time, too.

This just sucks. Cruise had built incredible technology and was it was working. Waymo is going to be worth more then GM and this will be an all time miss.