Ilan Twig

OpenClaw, from Meta...

At Navan, our scale gives us access to unrivaled content from countless sources. But consolidating that massive scale can get messy, and existing solutions couldn't handle the complexity. Today, we announced our new AI-powered hotel content catalog designed to solve the industry’s most persistent lodging challenge: inconsistent room and rate information. We're now using AI as a universal translator that sorts through millions of listings, eliminating the noise and ensuring total accuracy. Here’s what this means for our customers: ✅ Total confidence: No more guessing if two rooms are the same. 📈 More value: 70% more rate options for every room, thanks to better mapping. 🏨 Expanded content: Our catalog now makes it easier than ever to grow our inventory and direct connections. Hear our VP of Product Design, Kate McCarthy break down the tech that makes it possible:

Navan Edge has landed, giving business travelers everywhere their very own AI-powered travel assistant. This is the breakthrough that leaves the rest of the travel industry behind – and is the ultimate example of how we obsess over what matters to business travelers.

Running it on my RTX5090 - see how funny its thinking on a simple "Hi" is:

Olmo 3 is a breakthrough: a state‑of‑the‑art reasoning model built fully in the open. With all data, code, and checkpoints released, it turns frontier‑level AI into a reproducible recipe, unlocking a new wave of models anyone can build. arxiv.org/abs/2512.13961

@dbabbs @tryprofound @lightspeedvp @sequoia @kleinerperkins @MattEvantic @Saga_Ventures @southpkcommons Congratulations!

Today, @tryprofound is excited to announce our $96M Series C at a $1B valuation, led by @lightspeedvp with participation from @sequoia, @kleinerperkins, @mattevantic, @saga_ventures and @southpkcommons. When we started Profound 18 months ago, we had two fundamental beliefs about where marketing is heading: 1. Every company will care deeply about how AI talks about their brand. 2. Every marketer will use AI Agents to do their best work, faster. Those beliefs are becoming reality faster than we imagined. Now, we serve more than 10% of the Fortune 500 and are the number 1 leader on the G2 grid for AEO. To double down on that momentum, we’re taking two big swings: 𝗣𝗿𝗼𝗳𝗼𝘂𝗻𝗱 𝗔𝗴𝗲𝗻𝘁𝘀: AI workers that take marketing teams from concept to execution. 𝗣𝗿𝗼𝗳𝗼𝘂𝗻𝗱 𝗨𝗻𝗶𝘃𝗲𝗿𝘀𝗶𝘁𝘆: certifications and cohort-based learning for marketers who want stay at the forefront of AI marketing. Reply with 𝗔𝗚𝗘𝗡𝗧 for free access to one of our most popular agents. No account required and no strings attached.

@LivicusInvest @martin_casado @a16z Thanks for the comment. We do explore all options ;-)

@itwig Is Navan shifting along? Navan's application of agents is one of the first use cases that I feel comfortable with as it operates firmly within the beautiful walled garden you guys have created, with all the process (T&E) specific knowledge - could the use of non-western built models undermine that? Love the company, thank you for being awesome 🙏🚀

🧵 The "AI Stack" is Shifting East. 1/ The uncomfortable truth: While the West brags about building "God-models," Silicon Valley is quietly building on Chinese foundations. Martin Casado (@martin_casado) of @a16z recently dropped a bombshell: 80% of AI startups pitching them are now using Chinese open-source models like Qwen and DeepSeek. 📉🇺🇸 2/ This isn't just about "cheap alternatives" anymore. With the release of Kimi K2.5 (Jan 2026), the intelligence gap has officially closed. On "Humanity’s Last Exam" (HLE)—the ultimate reasoning test—Kimi K2.5 scored 50.2%, effectively leapfrogging GPT-5 (41.7%) and Claude 4.5. 🧠💥 3/ Beyond raw smarts, it’s about "Agentic Power."Kimi K2.5 introduced Agent Swarm technology. It doesn't just "think"—it delegates. It can autonomously spawn and coordinate up to 100 sub-agents to solve a single task in parallel. While we build better chatbots, they are building autonomous digital workforces. 🤖💼 4/ Why this matters for the US: Dependency: What happens to the SV ecosystem if these "open" weights are suddenly restricted? Talent Migration: We are training a generation of US engineers to be experts in Chinese architectures, not our own. The Moat is Gone: US labs are spending billions for 1% gains; Moonshot AI (Kimi) just hit parity at a fraction of the cost. 5/ The Map is Changing. The US is winning the "Sprint" for the smartest closed API, but China is winning the "Marathon" for the most-used infrastructure. The "front-end" is still Californian. But the "back-end"? It's moving East. If you’re building in AI today, are you choosing the "Prestige" model or the "Practical" one? The market has already decided. 🏗️🇨🇳

Why is everyone buying Mac Minis suddenly? Meet Moltbot (fka ClawdBot). 🦞 It went from a niche GitHub repo to 60k+ stars almost overnight. It’s a 24/7 AI agent that lives on your hardware and acts as a "Digital Butler" via WhatsApp/Telegram. The Twist: Anthropic sent a trademark request over the name "Clawd," so it just officially "molted" into Moltbot. It’s the closest thing to a real-life Jarvis we’ve seen yet. 🧵👇

Check out my latest article: I audited GPT-5.1, Gemini 3 Pro, and Claude Opus 4.5. The results reveal distinct "Cognitive Personalities". linkedin.com/pulse/i-audite…

Still building shit...

Google's Gemini 3.0 Flash is out, and it's a huge deal. It matches the intelligence of frontier models like ChatGPT 5.2, Claude Opus 4.5, and even its older brother - Gemini 3.0 Pro, but it's significantly cheaper (by hundreds of percent) and 2–5x faster. It also uses 30% fewer tokens in its output, making it even more cost-effective. As of yesterday, it's the default model across Google's entire ecosystem.

It is not technology for the sake of technology. It is technology for the sake of creating value for the users. This principle is the foundation of how we build at @Navan. Cindi Howson and I dove deep into the practical side of data leadership on The Data Chief podcast. A huge thank you to Cindi for having me on!

Had so much fun with @johncoogan and @jordihays at the @tbpn show! youtube.com/watch?v=LMQkiG…

Congrats @Navan

🔔 Raising the bar for business travel. 💡 @Navan brings smarter, seamless travel and spend management to teams everywhere. 🚀 Here’s to charting new territory, $NAVN! #NasdaqListed

🎙️ @Navan Co-Founder and CEO @Ariel Cohen shares the $NAVN story on IPO Day! #NasdaqListed

From landing our very first customer to now serving over 10,000 customers... From just a handful of employees in Palo Alto to working alongside over 3,000 employees across the world... From a standalone travel product to an all-in-one travel, payments, and expense management platform... When Ariel Cohen and I look back at the last 10 years, it’s amazing to see how far we’ve come. While a lot has changed since 2015, one thing has stayed the same: we’re on a mission to make travel easy for every frequent traveler. Thank you to everyone who has been a part of the journey – this monumental achievement is shared by all of us. Check out our founders' letter here: navan.com/blog/founders-… #NAVN

The competitive pressure to adapt! Just as the rise of SaaS forced on-premise vendors to evolve and adopt the cloud, the emergence of AI-first companies is now pushing SaaS providers to quickly embed AI capabilities into their products to stay relevant.

Very proud of Navan Cognition!