First partner to exceptional teams everywhere.

Joined April 2009
Vasu Jakkal joins Armadin as Chief Strategy and Business Officer, bringing two decades of security leadership from Microsoft and FireEye. Read the announcement: armadin.com/blog-posts/armad…
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How many AI apps are running in your environment? The honest answer is a guess. New capabilities for the Axonius Asset Cloud: ↳ Shadow AI Discovery: find AI apps in use (generally available) ↳ AI Platforms Inventory: map models, agents, and MCP servers (in preview by the end of January 2027) ↳ AI Application Settings: catch AI policy drift (in preview by the end of January 2027)
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A big day for our team. We’re excited to share what we’ve been building: AI for manufacturing engineering, already deployed at @anduriltech. More from our co-founder and CEO, @bobmcgrewai, below.
We started Arda in 2025 to speed up American manufacturing. We have spent the last year building with Anduril as our design partner. Today we are launching the company publicly on CNBC and announcing our Series A: $160M at a $1.5B valuation. Our platform helps manufacturers design and operate manual assembly lines, putting designs into production faster now. Next we'll build automated lines that can be reconfigured as quickly as human workers, letting America make products that now require armies of workers in Asia.
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if you went to @supabase Select then your badge is now part of a contest we're running until the end of the month 1/ hack it 2/ build something cool 3/ share it on twitter with the tag #SelectBadge we're giving away supabase credits and free tickets to next year's event
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Were you at Supabase Select 2026? Your badge is now a contest. 🏆 Build on it and share with #SelectBadge by Oct 31. Prizes include Supabase credits + passes to Select 2027. 👀 Weren’t there? Make a virtual badge at badge.select. Learn more: supabase.com/blog/how-we-mad…
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Code Metal
@Code_Metal_AIOct 13
What gets lost when AI is used in code translation? AI translated code can compile successfully but still behave differently from the original. But in safety-critical environments, this behavioral gap is unacceptable - and can have serious consequences. Our latest research blog post explores how defining good type mappings can close that gap, and how Code Metal approaches the problem from a formal methods perspective. Check out the full article here 👉️ ordnl.link/MOzTrp7 Authored by Ariel Kellison, @lorisdanto and @laura_titolo ✍
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New look. Bolder mission. Our mission, in three words: Pay the world. Now our look matches. Thread ↓
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We're honored to invest further with this remarkable team and remarkable company @modal - @bernhardsson & @akshat_b --- where its still just the very beginning ... @Accel @MocorreaGonzalo (thx & h/t to @patrickachase @max_rimpel @sarahcat21 @htaneja @breeves08 )
Erik Bernhardsson
@bernhardssonOct 14
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Our CEO and co-founder @MaxJunestrand recently sat down with @thetimes for a conversation that covers a lot of ground: the Jude Law campaign, Legora’s path from a three-person team in a windowless room at Nordic law firm to $200M in ARR, and his own path from competitive Dota 2 player to building the company. It’s a good read, on the business, the industry, and the founder behind it all. Full profile here: thetimes.com/business/techno…
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We’re grateful to @accel for leading our pre-seed and co-leading our seed with @ivp, alongside @BoxGroup, @conviction, @homebrew, and @ScribbleVC. Our angels include the founders of Slack (@stewart @iamcal), Instagram (@mikeyk), Stripe (@patrickc), LinkedIn (@reidhoffman), Salesforce (@parkerharris), Datadog (@oliveur), Vanta (@christinacaci), Harvey (@winstonweinberg), Dropbox (@drewhouston), Abridge (@ShivdevRao), Duolingo (@severinhacker), Granola (@cjpedregal), Warp (@zachlloydtweets), Zynga (@markpinc), Groupon (@andrewmason), Coda (@shishirmehrotra), Opendoor (@ericwu01), and Flatiron Health (@zachweinberg).
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Exclusive: new startup Scuba launches today with $34M in funding and a mission to build the "context engine" for more effective teamwork using AI tools. I spoke to its ex-Slack founders, Noah Desai Weiss (@noah_weiss) and Dolapo Falola (@dolapo), about their product and work 👀
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We’ve signed an agreement to acquire C1.ai, an agentic identity platform for people and AI agents. With C1.ai, Workday will become the identity governance layer for people, money, and agents. w.day/3UsJttH
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Perplexity CEO Aravind Srinivas (@AravSrinivas) says "curiosity" is humanity’s last edge against AI: “You could argue that AI is the best accelerant of our own curiosity. Almost the purpose of AI is to accelerate human curiosity.” “AIs can answer whatever question there is, so what’s our role? Our role is to go & ask the next set of questions.” “Our brand is built around that & we think that the best companies always have a fundamental brand that has nothing to do with technology & more to do with humanity & people.”
NEW: I sat down w/ Perplexity Founder & CEO Aravind Srinivas (@AravSrinivas) on why AI-native SMBs could drive the next American millionaire economic boom. @perplexity_ai, valued at ~$20B with ~$2B in reported funding, $750M in annualized revenue as of August, seeing 5x YoY revenue growth as it expands from search into autonomous agents. One example Aravind shared is a single-person company generating $3M in annual revenue while spending over $1M a year on Perplexity Computer. His thesis is that AI could fundamentally change the economics of building a business. Smaller teams, less capital, higher productivity, & entirely new business models. At the infrastructure layer, Aravind sees a shift toward local & hybrid inference, with AI agents operating across personal devices and the cloud. As context windows expand and workloads become more personalized, local compute becomes increasingly cost-competitive, while offering greater privacy, control & data sovereignty. We cover: › Why SMBs could become a major driver of US GDP growth › The shift from AI models to agents & recursive economics › Why Perplexity is betting on your Mac instead of building data centers › NVIDIA, Apple Silicon, local inference & sovereign AI › Why writing code is no longer the bottleneck, but problem-solving is 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Aravind Srinivas, Co-founder & CEO of Perplexity (01:30) Why Perplexity's brand is built on curiosity (04:47) Every great invention starts with one question (08:18) How to build a $1T company in America alone (12:36) The next big companies will be tiny (13:45) Is the American dream still alive? (16:28) Stop blaming users for bad prompts (22:55) How Perplexity quietly grew 5x (26:51) The solopreneur spending $1M a year on Perplexity (28:28) "We don't have competitors, we have contributors" (29:20) The data center is coming to your laptop (34:32) Orchestrating up with NVIDIA, down with Apple (36:11) What happens when your AI agent knows everything (39:17) Why Perplexity is skipping the data center race (41:25) Stop asking AI to write code, ask it to think (45:47) Perplexity’s answer to AI security (48:27) The Hugging Face incident & multi-agent threats (50:45) Turning everyone into a scientist (53:31) Why Perplexity isn’t chasing a billion users
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Very fun talking with @saranormous about why the world needs semiconductor companies that are wired for the extraordinary needs of AI today, and why @fractile_ai is a frontier AI company, not just a chip builder 🚀
Really fun @NoPriorsPod with @goodwin_ml founder of @fractile_ai topics: - how to win the ai chip market, structurally - ai for chip design, what’s compressible - the need to be a frontier lab to serve frontier labs - solving memory bandwidth - new hardware scaling laws
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Super excited to announce @DecagonAI’s personal agent gateway! Personal AI assistants like Muse, Instinct, Dots, and Grok Bot are taking off. They’re already starting to buy, book, cancel, and negotiate with businesses on behalf of consumers. This creates a new challenge for businesses… but blocking them risks turning away customers. Everyone will need an equally smart agentic front door that can handle interactions with both agents and humans. Personal Agent Gateway helps enterprises identify personal AI assistants and customize those requests so that you can give a great customer experience while controlling all your logic. We’re also announcing our PACT protocol that allow personal AI assistants to prove who they represent and what they are empowered to do. Read more: decagon.ai/blog/personal-age…
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Congrats to @kiwicopple, @AntWilson, and @supabase on their $150 million round at a $10.65 billion valuation! More than 13 million developers use Supabase as the backend for their apps. They're adding more than 1 million users and over 4 million databases every month, and 70% of new databases are now created by agents or AI-driven tools. nytimes.com/2026/10/02/busin…
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@subratamitra, partner at @Accel, writes on meeting Puneet and Sanjay for the first time, and watching how Moneyview built a credit platform that matches India's ambition. Read the blog here: accel.com/news/celebrating-m…
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What a night 🔥🔥🔥 Last week we hosted "Tolmo Day: Autonomous Security in Action." Security leaders, founders, and friends joined to see AI agents take on offensive security, from spotting a weakness to shipping the patch. The best part wasn't the demos (though our founders @pbetouin , @arnaud_breton , @JbAviat, and @poledesfetes made sure those were fun). It was the conversations that kept going around the fire pits long after the sun went down, with Rhonda Sauce and her incredible band bringing the rooftop to life. 🎶 Shout out to everyone who came out and brought so much energy to the evening! And a special thank you to @Accel for hosting us. If you were there, we'd love to hear from you. What landed, what didn't, what you want to see next time. Feedback is a gift, and we read every bit of it. See you at the next one! #TolmoDay
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Calling all startup builders: Upstarts is back in SF next week, and we'd love to see you there 👋 I'm co-hosting a founder-focused lunch event with my friends at @airwallex and @TrustVanta on Tuesday. Join us for lunch and a killer panel on scaling in the age of agents, featuring: ▪️ Daytona CEO @ivanburazin ▪️ Ando CEO @saradu ▪️ Sphere CEO @nrudder_ ▪️ Moderator: me Q&A, networking and good vibes to follow. Tickets are free, so apply here 👇 partiful.com/e/sraUEzuBMLrjb…
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Had a nice discussion on @tbpn last week! The hard problem with deploying in enterprises is bridging the gap between what models can do and learning all the bespoke processes/procedures in the business.
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