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BoxGroup is excited to continue to be in the business of funding early stage, ambitious founders building products they dream about - we've raised two new funds, each $275m, to invest in founders as early as possible @BoxGroup
More here:
finance.yahoo.com/news/exclu…
Adam Rothenberg retweeted
Introducing overshoot, it will cut your GPU bill in half with zero quality loss, or you don’t pay.
Over the past few months, we have forward deployed into AI teams to optimize their inference stacks. They have now cumulatively saved over $5M.
Overshoot is software that bakes in our hard-earned inference learnings into a scalable solution.
overshoot.ai
Adam Rothenberg retweeted
Fragment is automating commerce.
We think there are millions of businesses that haven't been invented yet. Not because folks lack imagination, but because it's too hard to build the financial systems that run them. Fragment removes that constraint.
Today, people run companies. With Fragment, they'll run on their own.
fragment.dev/v2
Adam Rothenberg retweeted
Our research team found a disk isolation bug in Cloudflare Containers, the platform underneath Cloudflare Sandboxes, that exposed other customers' files from inside a sandbox, including credential files and browser cookie stores.
Reported Sept 4, fixed fast, disclosed jointly with @Cloudflare today.
Security researchers at Accomplish identified a Cloudflare Containers vulnerability involving residual disk data. We've detailed the issue, investigation, and fix in our latest post. The vulnerability is fully remediated, and no customer data was compromised. cfl.re/4rqPpiW
Adam Rothenberg retweeted
We have raised $200M at a $5B valuation to scale self-improving software development in the enterprise.
@FactoryAI has grown to serve hundreds of thousands of developers at companies including RBC, Adobe, Nvidia, T-Mobile, and Palo Alto Networks.
We will use this capital to accelerate our investments in research, product, and global go-to-market.
Adam Rothenberg retweeted
“When will Baseten offer sandboxes” has been a common customer question. And we’ve taken a huge step in answering it: Baseten has acquired Blaxel.
The nature of the median inference call has changed in the past year. Models stopped just answering questions; they act now. A coding agent writes a patch, runs the test suite, reads the failure, and tries again, dozens of times to close a single ticket. Every one of those loops needs somewhere to execute code. And the agent itself needs its own runtime. And so do RL rollouts. The list goes on.
Running some code in a container isn’t hard. The hard problem is storage (state), networking (milliseconds-long cold starts), and security (VMs). That's what Blaxel has built: stateful, pause/resumable, VM-isolated sandboxes that scale to thousands of instances in seconds.
Zooming out, tomorrow’s cloud isn’t one of inference, training, or sandboxes. It’s one where these 3 primitives come together cohesively to meet users where they are and to unlock value that’s greater than the sum of the parts. That’s been the north star that Baseten and Blaxel share (they were in fact going to build inference and training). I couldn’t be more excited to do it together with Paul Sinai and team. Welcome 💚
baseten.co/blog/blaxel-is-jo…
.@Clay is a self-learning revenue engine with a mission to help every company grow to their full potential @kareemamin @vxanand
Today we're announcing our Series D: $115M raised, led by @Wellington_mgmt, at a $7.1B valuation.
Our mission is to grow every company to its full potential.
To do that, we need to do 3 things ⬇️
.@AranyaInc is the multicluster OS for highly customized compute
10 years ago I wouldn't shut up about how important distributed GPU infrastructure would become. 7 years ago, I joined Crusoe as their third engineer.
A year ago, I co-founded @AranyaInc. Today we operate $500M+ of compute, and we've raised $11M to date to go much further.
$9M seed led by @firstround, $2M pre-seed led by @asylumventures.
Blog post link: aranya.tech/blog/the-missing…
.@PwrdByLight makes electricity work like modern infrastructure
Today, we’re introducing Light. ⚡
We’re building the API platform for electricity—enabling companies to launch branded electricity plans embedded directly into their products.
And we’ve raised a $46M Series A led by Matrix.
We’re just getting started.
Adam Rothenberg retweeted
Some of the earliest money in Cursor (the largest vc-backed acquisition ever) turned a $750,000 investment into a ~$1 billion return. @davidtisch and his midas touch at Box Group strike again! Great profile here of one of the best early stage investors who wins while going against the grain @agarfinks fortune.com/2026/08/26/david…
Adam Rothenberg retweeted
Out of the box, long-horizon agents struggle to accurately perform end to end work in the real economy (outside of coding) because those tasks are not easily verifiable, the data is hard to scale, and going from inputs to real outcomes can actually take many days.
Even if you had a reliable way to verify outcomes at scale (and weren’t bothered by the multi-hour iteration loops), the sheer volume of decisions by the agent that occur in a multi-hour job makes it hard to know whether performing well will generalize to production.
Over the last two years at @trybasis, we've been solving this problem by supervising the process our agents take to get to outcomes, rather than just looking at whether the outcome itself is correct.
We think this is the key to building production agents at scale.
It's what has allowed us to run agents in production that operate for hours, sometimes days, and reliably perform tasks like entire complex tax returns end to end.
Today, alongside @braintrust, we're open sourcing a standard for defining, evaluating, and eventually rewarding agent behaviors.
Thread below with all the details on how we’re scaling behaviors to close the loop for long-horizon agents.
Adam Rothenberg retweeted
It is officially a White Circle Summer ⚪ At least it is in Sweden!
We're excited to announce our technical partnership with @Lovable to help make AI safer, more secure, and more reliable at scale.
Read more below ↓
Adam Rothenberg retweeted
We're launching @niteshiftdev – the full-stack cloud for coding agents
Verification is the new bottleneck.
Software teams can now define their dev environment and verification tools once. Then run any frontier agent in the cloud: Claude Code, Codex, or OpenCode
Adam Rothenberg retweeted
Hey everyone, we're ⚪ White Circle
We're building the most advanced runtime safety and alignment infrastructure for AI in the real world.
Read more about us in Fortune ↓
Adam Rothenberg retweeted
We at @Haladirofficial just raised our seed round, bringing our total amount of funding to $4.3M to build operational superintelligence. Led by @BoxGroup and @SusaVentures, with participation from @seedtosunflower, @Valkyrie_vc, XPRESS Ventures, and various angels, with prior round funding from @ycombinator and @svangel, and our first believer, @Joshuabrowder.
Adam Rothenberg retweeted
We just published @Plaid's 2025 Shareholder Letter.
2025 highlights
• >$500M ARR (~40% YoY); profitable; strong margins
• >1m new connections every day
• New products >20% of revenue growing at >90%
• Major progress in Credit Scoring and Fraud Analytics
• AI has accelerated everything. >400 AI companies built on Plaid in the last year.
Lots more to come in 2026! And as always, feedback welcome. Would love to hear from y'all.
plaid.com/2025-shareholder-l…
Adam Rothenberg retweeted
For most of history, expertise was scarce, constrained by time and reach: one person, one career, one lifetime.
Now, for the first time, we can encode, evaluate, and scale it.
We believe the wisdom that once took a lifetime to build shouldn’t take a lifetime to find.
Today, we’re excited to announce that @AfterQuery has raised a $30M Series A at a $300M valuation and that we’ve since surpassed $100M in annual revenue run rate, to build the data layer of professional AI.
Adam Rothenberg retweeted
I'm thrilled to announce @Stedi's $50m Series C, led by Lee Fixel from Addition with participation from @Stripe, @RibbitCapital, @USV, @FirstRound, @BoxGroup, and @BloombergBeta, along with angel investors including @tobi, Charlie Songhurst, @rauchg, @karimatiyeh, @Max, and more. This latest round brings our total funding to $142 million.
We’ve grown enormously over the past year. Our number of paying customers has increased by 6x year over year, and our number of billed transactions has increased by over 7x. We’re now processing more than a billion claims and eligibility transactions annually – to frame this on a relative basis, we processed more transactions in February alone than we did in the first half of 2025 combined. This month, Stedi was named one of @TryRamp's fastest-growing vendors – across all categories, not just healthcare – for the second time in ten months; we’re the first non-AI company to make the list in five months.
We’ve done all this while offering a level of support that (allegedly) doesn’t scale. We offer dedicated Slack and Teams channels to every customer and now have over 1,500 shared channels. Over the past 12 months, our median support ticket response time has decreased from 18.3 minutes to just 6.7 minutes, all while handling a 6.4x increase in support volume – with 100% of tickets answered by humans.
Our customers send us thousands and thousands of questions and suggestions every month, day and night, and the learnings we get from this firehose of real-time feedback are the engine that turns our business. It is this process that has made us the fastest-growing clearinghouse by a wide margin.
This latest round of funding allows us to continue to accelerate development across our platform and to continue to serve customers with a first-rate support experience.
One key to that is continuing to build a world-class team – to that end, we are hiring for dozens of roles across engineering, product, design, operations, GTM, and more. If building the transactional layer for the future of healthcare sounds interesting to you, drop me a note.
