Q2 was pure 🔥 The reason for our record quarter is simple: enterprises are moving AI agents from experiments into production, and that requires infrastructure that didn't exist before. Agents need real-time access to private data to act. Companies need visibility and control over what those agents can access and do. Huge thanks to our customers, partners, and the team for getting us here. 🙌 bit.ly/4xaQcXp

Great to be back at another stellar @Modular developer conference: #ModCon2026! Thanks to @iamtimdavis for leading a deeply engaging discussion on AI infrastructure, the economics of training and inference, and the looming massive impact of open models. Takeaway: Efficient open models can achieve 90% of frontier performance at 10% of the cost. Soon, most applications outside of science and cybersecurity won’t require frontier models, for the same reason you don't hire a physics PhD for customer support. Congrats to Tim, @clattner_llvm, and the entire Modular team on another impressive event (their first as a @Qualcomm company!).

Introducing Warp Factories: open, flexible infrastructure for building cloud software factories. - Configure your factory as code - Use any model and any harness - Measure quality with evals and benchmarks on your own data - Built-in self-improvement and memory

Today, Sierra’s launching Voice Personas, which enable you to give your agent not just a voice, but a personality. Voice AIs shouldn't sound the same. It's time to empower every company to define their own brand voice. And we had a ton of fun messing around, as you’ll see in the video.