We're coming out of stealth. We've built our first racks after a successful A0 tapeout, $1B in customer contracts, and $800m raised. Early customer tests show us achieving SOTA throughput, latency, and power efficiency on inference workloads. Our first racks ship this summer.

Samir Menon @blintzbase and I are thrilled to announce Sail @sailresearchco ! We build infrastructure for long-horizon agents: inference served at unbeatable prices-per-token for open models, plus sandboxes designed to run for days, weeks, or longer. We've raised $80M, w/ our seed led by @Sequoia and series A led by @KleinerPerkins. We're using this capital to build the most efficient infrastructure for long-horizon agents. What makes agents so different? Unlike a human waiting at a keyboard (top priority: speed), agents need scale, reliability, and sustainable cost. Sail finds this efficiency everywhere in the stack: we carefully choose our chips, write custom inference engines, and run a global controller that fully utilizes every computer in our fleet. Tight integration from silicon to API lets Sail open up the cost / latency frontier to our customers - the most patient agents can now access 10x more intelligence per dollar. We're excited to be working with great companies like @parallelweb, @detaildotdev,@Jackandjillai, and @quadrillion_ai to deploy long-horizon agents with trillions of tokens. Our team is thoughtful in our engineering craft and relentlessly ambitious in our pursuit of peak performance. We previously trained at companies like NVIDIA, OpenAI, Google, and so many trading firms. Now we're ready to do the work that will define our careers, in the most compute intensive market of all time. Welcome to the era of abundant intelligence. We can't wait to build with you!

We’ve designed and built our first AI chip: Jalapeño. Designed from the ground up by OpenAI and brought to production with @Broadcom, Jalapeño is purpose-built for the LLM workloads powering ChatGPT, Codex, the API, and future agentic products. Chips are foundational to the AI economy. Building our own expands our full-stack platform from products to models to infrastructure, and will help us scale intelligence, serve more people, and expand access to AI.

Pretty wild: @midjourney's big hardware debut is a full body scanner with the goal of upending the MRI machine market, and a spa. You read that right.

I'm always thrilled to have more Noams at @OpenAI, but I'm especially thrilled to welcome @NoamShazeer!

I’m excited to share that I’ll be joining OpenAI and look forward to working with the exceptional team there. It was a difficult decision to move on. I’m incredibly proud of the amazing team at Google and everything we’ve built together. It has been an honor and a pleasure to work with all of you.

Im sorry you were traumatized by Vinod falling asleep in your meeting. But he founded one of the pioneering companies of the modern computer industry (Eric Schmidt worked for him there), has the highest ever multiple and IRR at exit in Kleiner Perkins history ($7B return on $3M invested in only 3 years) and while everyone was investing in SaaS throughout the 2010s, Vinod was funding the first round of companies building battery tech, rocket launch, fusion, genomics, carbon tech and a little AI research lab called OpenAI. And he did this while hitting grand slams and raising multi billion dollar funds. He is one of the truest VCs to ever do it.

our OpenAI traffic 3x'd. the cause: ChatGPT added branded links inside answers instead of burying them in citations.¹ but that's the small story. Codex went from 600k to 5m weekly users.² agents are choosing the stack now.

Israeli networking company DriveNets raised a $410M Series D led by Bessemer and Atreides at an $8.5B valuation, taking its total funding to ~$1B (@meirorbach / CTech) (Visit Techmeme dot com for the link and full context!)

That moment when @IraEhrenpreis recreated his original delivery pic! What a moment 🤩 So perfect 🙌

The Inference Shift Agentic inference is going to be different than the inference we use today, and it will change compute infrastructure because speed won't matter when humans aren't involved. stratechery.com/2026/the-inf…

We raised $250M in Series C funding at a $2.2B valuation, led by a16z. Exa is a search lab organizing the web's data for agents.

10^18🤝10^100

Industrial-scale science. Coming to a lab near you this summer.

Finding the undiscovered talent and betting on it hard is a unique skill very few in the world have and can pull off Julia is one of the greatest of all time