Sabitlenmiş Tweet
New post: AI is catalyzing a long-awaited enterprise software promise.
This shift from traditional SaaS to AI co-pilots and autopilots increases market sizes by 10x+ for startups.
felicis.com/insight/ai-cat…
English
Sundeep Peechu
7.4K posts
@egeidt maybe stripe, palantir etc are bellwethers here, well north of 20x is my guess. What makes me say this is that when you do figure out durability, it’s so ridiculously cheap to operate (ex twitter going from 2000 to 20)
English
@speechu Oh come on put some stakes in the ground. Who and what multiples?
English
Software multiples were a simple game of growth rates. Durability was assumed. AI has put durability in doubt, and everyone is paying the price.
When the fog clears, the winner circle will compress but will likely command a historic multiple. All the inflows, one destination.
English
I asked @BrendanFoody from @mercor_ai a simple question on stage at #UpfrontSummit: why hasn't enterprise AI had its ChatGPT moment yet? His answer: the data doesn't exist yet. And humans have to create it.
The internet trained models to search. GitHub trained them to code. But no one has written down how a consultant, lawyer, or banker actually thinks. That context lives in people's heads, and unlocking it is the defining challenge of the AI era.
Brendan's bet: the future of work is humans training agents to handle the redundant stuff, so they can focus on the bigger unsolved problems: "There's no shortage of problems we need to solve. We need to cure cancer, solve climate change, go to Mars."
And, according to Brendan, it will mean people and computers working together to get there. "The irony is that the future of AI is actually very human."
I'll share the video of the full conversation when it's up. Thanks to @msuster and the @UpfrontVC team for including us in such a fantastic event.
English
No one who comes across Shyam comes away untouched by his ambition and clarity
Colossus@colossusmag
Shyam Sankar is Palantir's chief technology officer and the man most responsible for making its business and technology work. He joined in 2006 as employee #13, when Palantir was one of Silicon Valley’s freakshows: a small and somewhat demented chickenhawk of a startup with a buggy demo and no customers. For 20 years, largely from the shadows, he has brute forced it into the spearhead of "defense tech" and a $320 billion company. He embedded with intelligence analysts in Virginia, special operators in Iraq and Afghanistan, and on the factory floors of some of the world’s biggest companies—building and rebuilding software in the field, sometimes with phones taped to his head so he could give and take feedback while keeping his hands free to code. He invented the “Forward Deployed Engineer,” which has since become the object of both skepticism and imitation. Alex Karp, Palantir's mercurial co-founder and CEO, says the company would not exist without him. The same can be said of the modern defense tech industry, many of whose founders cut their teeth working for Shyam. In this deeply reported profile, @JeremySternLA tells the story of the most pivotal but hidden figure behind America’s most controversial company. He also gives the clearest explanation you'll read of what Palantir actually does, whether its valuation is justified or absurd, and what any of this has to do with the company’s mission to save Western civilization. It begins in the Grand Ballroom of The Pierre hotel and winds through Nigeria and India, Florida and California, Iraq and Afghanistan. It ends with a rabbi, a monkey, and a lesson in what it means to buy time in the face of a coming fire. Only in Colossus:
English
Sundeep Peechu retweetledi
Welcome 🤓 @ben_mathes, our new Head of AI at @Felicis! 🤖🦾 Ben will build an AI “exoskeleton” that uses frontier models to supercharge our investing team’s sourcing, research, and decision-making.
English
Sundeep Peechu retweetledi
Gemini 3.1 Pro is now at the top of the APEX-Agents leaderboard. Gemini jumped from 18.4% to 33.5% on Pass@1 in just 90 days.
It also completes 5 tasks that no model has ever been able to do before.
@GeminiApp shows how quickly agents are improving at real knowledge work. It can turn hundreds of documents, spreadsheets, and emails in Google Workspace into a client-ready deliverable.
This rapid progress is evidence that we will be able to saturate any benchmark. The bottleneck is measuring all economic value.
English
Sundeep Peechu retweetledi
To the founders who’ve trusted me so far: thank you. I don’t take it lightly, and I’m committed to earning that trust every day.
If you have an insight that feels obvious to you and invisible to everyone else, let's meet!
x.com/felicis/status…
Felicis@felicis
.@DetweilerJames is now a General Partner at @Felicis! A thesis-driven investor with deep conviction in AI & robotics, and a proven ability to earn and keep founder trust. Excited for what’s ahead 🧡 ordnl.link/yFDDZZE
English
a beautiful essay of what we lost in the decline of religion and rituals
Will Manidis@WillManidis
English
Sundeep Peechu retweetledi
tl;dr Today, we’re announcing our new company @EntireHQ to build the next developer platform for agent–human collaboration. Open, scalable, independent, and backed by a $60M seed round. Plus, we are shipping Checkpoints to automatically capture agent context.
In the last three months, the fundamental role of the software developer has been refactored. The incredible improvements from Anthropic, Google, and OpenAI on their latest models made coding agents so good, in many situations it’s easier now to prompt than to write code yourself. The terminal has become the new center of gravity on our computers again. The best engineers can run a dozen agents at once.
Yet, we still depend on a software development lifecycle that makes code in files and folders the central artifact, in repositories and in pull requests. The concept of understanding and reviewing code is a dying paradigm. It’s going to be replaced by a workflow that starts with intent and ends with outcomes expressed in natural language, product and business metrics, as well as assertions to validate correctness.
This is the purpose of our new company @EntireHQ, to build the world's next developer platform where agents and humans can collaborate, learn, and ship together. A platform that will be open, scalable, and independent for every developer, no matter which agent or model you use.
Our vision is centered on three core components: 1) A Git-compatible database that unifies code, intent, constraints, and reasoning in a single version-controlled system. 2) A universal semantic reasoning layer that enables multi-agent coordination through the context graph. 3) An AI-native user interface that reinvents the software development lifecycle for agent–human collaboration.
In pursuit of this vision, we’re proud to be backed by a $60M seed round led by @felicis, with support from @MadronaVentures, @m12VC, @BasisSet, @20vcFund, @CherryVentures, @picuscap, and @Global_Founders alongside a global group of builders and operators, including @GergelyOrosz, @theo, Jerry Yang, @oliveur, @garrytan, and many others, who all recognize that the time is now to take such a big swing.
And we begin shipping today with Checkpoints, a new primitive that automatically captures agent context as first-class, versioned data in Git. When you commit code generated by an agent, Checkpoints captures the full session alongside the commit: the transcript, prompts, files touched, token usage, tool calls, and more. It’s our first crack at the semantic layer, as open source CLI on GitHub.
From here on out, no more stealth. We are building in the open and as open source! More to come soon, in the meantime check out all the details in our blog.
Entire@EntireHQ
Beep, boop. Come in, rebels. We’ve raised a 60m seed round to build the next developer platform. Open. Scalable. Independent. And we ship our first OSS release today. entire.io/blog/hello-ent…
English
This is what every leadership convo boils down to and you can nest it at any level: what do you need? what do you expect to produce with it? what happened?
Jeffrey Snover@jsnover
"In this room, we deliver success, we don’t whine. Look, I’m not confused, I know you walk through fields of shit every day. Your job is to find the rose petals." jsnover.com/blog/2026/02/0…
English
Sundeep Peechu retweetledi
Small, elite cohort. Big ideas. Applications are now open for Felicis AI Fellows ! If you’re a student with ambition, technical depth, and a point of view on the future of AI, we would love for you to apply !!
felicis.com/fellows
English
The ChatGPT moment for robotics is nearly here. We are about to see jaw dropping breakthroughs every few months until it becomes normal.
Skild AI@SkildAI
Announcing Series C We’ve raised $1.4B, valuing the company at over $14B With this capital, we will accelerate our mission to build omni-bodied intelligence 🚀 skild.ai/blogs/series-c
English
Just scheduled an appointment and got a CSAT question I haven’t heard before:
“On a scale of 1-9, how likely are you to hire this agent if you were running a business?”
Well done!
English
Sundeep Peechu retweetledi
Incredible
One of the reasons California has failed to conduct adequate wildfire mitigation is b/c of NEPA-weaponizing lawfare from misguided environmental extremists who don't understand forest management
37% of lawsuits are from a single nonprofit ... which is just one woman
English
@annepaul888 I suspect pure fraud is easier, waste is tougher. Political will to get it off the ground is hard.
English
Given the scale of fraud, waste and abuse in government (estimated $500B for federal alone), I wonder if it’s time for extraordinary measures.
Example: create a $20M bounty for every $1B of fraud/waste saved. If you blow the whistle and save $10B of taxpayer money, you get a road named after you.
Might need some sort of partial amnesty if the whistleblower is also involved and penalties for false claims.
You could do this at every level of govt. Paying for truth works at various whistleblower programs at the SEC, IRS, FCA - might be time for a more aggressive version.
English
Sundeep Peechu retweetledi
LMArena has raised $150M+ at a valuation of $1.7B+ 💪🏼
In the past 7 months, @arena has:
Grown our userbase 25x. 35M+ unique users.
Grown our revenue from 0 to >>$30M+ ARR in 4 months. Our products help labs and enterprises measure the real utility of AI and understand their strengths and weaknesses for real users.
Grown our team to 40+ world-class experts in machine learning, product engineering, design, marketing, BD, and more.
We are looking for world-class ML scientists, engineers, marketers, and more. Evaluation is one of the hardest and most important problems in AI, and we need brilliant methodologists and builders to help. If our mission resonates with you, apply to join us. My DMs are open and I will personally look at every message I receive. Come work side-by-side with me, my cofounders @istoica05 @infwinston, and our amazing team solving important new challenges in research and product every day. Shape the future with us; all types are welcome, from academics to founders.
We are building one of the fastest growing businesses in the world. Our mission is to measure and advance the capabilities of AI for real users. New product experiences are coming on lmarena for our community. New analyses and evaluations are coming for labs and enterprises to improve their AI systems based on real feedback. We are so grateful to all our users and customers and excited to serve you!
The fundraise was led by @felicis and @UofCalifornia investments, with participation from @a16z, @thehousefund, LDVP, @kleinerperkins, @lightspeedvp, and @laudeventures. Our whole cap table is digging in after seeing our growth. We are also excited to invite @pxd, GP at Felicis and former VP of Consumer Product at OpenAI, and Jagdeep Baccher, CIO of UC investments, to our board. Along with the amazing @AnjneyMidha who incubated us from the early days and cofounders @infwinston and @istoica05, we are building the strongest team in the world to solve AI evaluations for reliable deployment.
Onwards!
Arena.ai@arena
Today, we’re excited to announce our $150M Series A at a $1.7B valuation—nearly 3× our May seed round. Since launching evaluations in Sept, our annualized consumption run rate has surpassed $30M. Our mission is clear: to measure and advance the frontier of AI for real-world use, ensuring that developers, researchers, enterprises, and everyday users can understand how AI behaves where it matters most. The round was led by @Felicis and UC Investments (@UofCalifornia), with participation from @a16z, @TheHouseFund, LDVP, @kleinerperkins, @lightspeedvp and @LaudeVentures. This milestone reflects a growing industry consensus: AI cannot scale responsibly without independent, transparent, and continuous evaluation. Over the past year, LMArena has become the world’s most trusted community platform for understanding how AI models perform in real-world conditions. As AI reaches billions of people across the globe, the need for measurement grounded in lived experience—not benchmarks alone—has never been more urgent. Today, we serve more than 5 million monthly users across 150 countries. Together, our community generates over 60 million conversations every month, evaluating model capability and reliability across text, code, image, video, and search. We will move even faster to build new features and improve our product experience for the community to evaluate the frontier of AI. This unprecedented engagement signals a fundamental shift in expectations: the world now demands AI that is measurable, comparable, and accountable. This new funding allows us to meaningfully scale our engineering, research, platform operations, and community initiatives to meet accelerating global demand. With our team, partners, and global community behind us, we’ll keep redefining how the AI frontier is measured and advanced—on our path to building the world’s most trusted evaluation platform.
English
Elon was right in that cameras were enough to get to self driving. But now that I have superhuman capability from Waymo, I doubt I will be okay with merely human like performance from Tesla FSD.
English
