
@ExaAILabs | opinions my own | new acct
San Francisco
Joined July 2026
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Eamon Coffey retweeted
Exa just passed $100m in annualized revenue.
We've grown almost exactly 10x per year for 3 years. We now handle 2 billion requests a month from 200k+ teams. And it’s still so early:
We predict agents will search 1000x more than humans by 2030.
Agents don't search like humans. They write long, complex queries and want all the world's data, not just the web. We've spent 5 years building a search engine designed for them.
We now serve personal agents, AI labs, coding agents, GTM agents, really any agent. Exa gives these agents access to 100s of billions of web documents and tons of proprietary data.
Our customers are increasingly noticing that information is the bottleneck to agent performance. While the world seems close to perfect intelligence with models like Fable and Astra, we are very far from perfect information.
To our small but legendary team, thank you for getting us here, from engineering to research to GTM to ops.
To our customers, it is an honor to serve you. We have some exciting releases coming soon and can't wait to share them 🫡
A tell from the Manhattan Project was that scientists who had been publishing about nuclear fission suddenly stopped publishing. As Justin points out here, the lack of cryptographic results in OpenAI's mathematical breakthrough could itself be a tell. Evidence against it would be if they published a few improvements that aren't massive breakthroughs.
Today I call upon the blockchain industry to calmly begin planning for "bunker mode". My personal recommendation is to set in motion a controlled mass migration of assets to fresh addresses, i.e. addresses whose pubkeys remain hidden behind a hash.
Holders, starting with large and sophisticated ones, should consider moving the bulk of their funds to addresses that have never signed a transaction. And when they do sign one, they should also move remaining funds to a new address (possibly generated from the same seed phrase).
Don't rush. While I believe there is cause for action a rushed migration would do more harm than good. Don't panic either. Moving assets to protected addresses is a simple, preventative step which does not require new cryptography or new wallets.
IMO it is now reasonable to brace for the possibility that ECDSA breaks before qday, in the worst case in months not years. By "break" I mean fast private key recovery (e.g. in one week) on available hardware (e.g. a large GPU cluster).
Recent days have been humbling for human mathematical intuition. Long-held, unquestioned hypotheses have fallen. This includes the n log(n) bound for integer multiplication and the 3SUM conjecture. In hindsight, May's unexpected disproof of the Erdős unit distance conjecture was our warning shot.
Yesterday's OpenAI drop made it clear that mathematical superintelligence is upon us. They say there are weeks where decades happen. We are about to live through weeks where centuries of mathematical progress happen. Could our magic 64-byte ECDSA signatures be too good to be true? Was it just security through obscurity all this time?
Elliptic curves feel especially vulnerable to superintelligence. Curves carry rich structure, with room for fancy tricks like Schoof, Frobenius, pairings. (By contrast, hashes are designed to minimise algebraic structure.)
Separately, as Ewin Tang can attest, an efficient quantum algorithm sometimes foreshadows an efficient classical one. We should be open to the possibility of a classical counterpart to Shor that breaks elliptic curves and RSA at once.
Also noteworthy is the striking under-representation of cryptographic breakthroughs among the 722 mathematical results OpenAI published. I've witnessed first-hand the US government censoring academic quantum cryptanalysis results. Backroom interventionism is my base case.
I urge large, sophisticated actors to lead by example. Project11's "risq list" (bitcoin-risq-list.projecteleven[.]com) is a great tracker of exposed BTC pubkeys. Binance, Bitbank, Robinhood, Bitfinex, and Tether have an opportunity to harden their cold storage. Next month I'll address institutions in London in a live Q&A (forum.ethereuminstitutional[.]org/london-2026).
Again, please do not rush. Wallets holding under 50 BTC enjoy partial cover from "Satoshi's shield", i.e. his 20K exposed addresses that hold 50 BTC each. Load-bearing signers like oracles and L2 security councils should consider rotating ECDSA pubkeys with every signed message and/or multi-signing with a hash-based schemes like SPHINCS.
Exiting bunker mode safely will require post-AI cryptography. My inclination is to go all-in on hash-based cryptography and avoid structured mathematical assumptions entirely, whether from curves, lattices, or isogenies. A single battle-tested hash (e.g. from the SHA or BLAKE families) yields plausible post-AI security.
The Ethereum roadmap on strawmap[.]org fully embraces hash-based cryptography with end-to-end formal verification as a response to the quantum threat. Those timelines must now be revisited and accelerated in light of mathematical superintelligence. I'll be pushing for maximum defensive acceleration.
Eamon Coffey retweeted
We just added 211 million restaurants, museums, and parks to Exa's index.
Give your AI agents access to search over all the places in the world with structured data including opening hours, reviews, and phone numbers.
Eamon Coffey retweeted
Introducing Agent Ultra - a step change in deep research
Agent Ultra orchestrates swarms of agents to perform exhaustive research, build comprehensive lists, and answer questions requiring thousands of sources.
In both evals and vibes, it's state of the art
Eamon Coffey retweeted
Today we introduce a new dimension to search - time.
Exa now stores 400 billion snapshots of webpages across time (literally a bunch of copies of the web in s3), so you/your agent can search the past and compare diffs.
Search engines have always had date filters, but this is different. Since webpages update over time (ex. apple’s home page), simple date filters leak present content into the past.
A good use case has been finance companies that want to test their prediction/trading models -- “would our model with access to March 2025 web data have predicted Anthropic’s growth?“. To answer this, you can’t have leakage from 2026 corrupting the model, so you need a snapshot.
Similarly for RL training runs, you often want to keep time constant and not have new webpage updates messing with the model’s training.
A last use case is close to my heart - the web is rapidly filling with AI generated slop. That makes data from before Nov 2022 the only 100% human-made data. Sometimes the good ol’ days really was better.
Eamon Coffey retweeted
Use Exa with Baseten!
Add Exa's web search to any open-source model using Baseten Hosted Tools.
How to install 👇
Eamon Coffey retweeted
Exa Agent can now answer questions with live Polymarket data.
Odds, price history, order books, trader positions, and more.
Eamon Coffey retweeted
We're creating Exastential - a magazine to discuss the most existential period in human history, brought about by AI.
Seeking writers and artists to submit piercing essays, videos, whatever perspective you think needs sharing in whatever format.
There's no shortage of topics that need your help exploring. Whole swaths of humanity are currently being overhauled -- education, relationships, societal structure, the economy, war. We all bear the weight of the future, we all should help shape it.
Take education. I have nieces and nephews, and I genuinely have no idea what schooling means anymore in the age of personal AI tutors. Relationships are changing too -- my nieces no longer ask me for help with math homework.
On that note, math could be automated within a year. Physics falls next. Does the human mind matter anymore? I have perspectives on this, and I'll be submitting something too.
Decades are happening in years. Soon they'll happen in months. Help us all become intellectually and emotionally ready. Submissions are open:
95% more token efficient is insane. engineering team has been chefing up recently 🧑🍳🔥
We’re releasing a research preview of “dynamic highlights”:
Given a query and set of pages, a custom model jointly scans the whole set to filter out redundant and irrelevant info, reducing token usage 95% on average.
Available today: exa.ai/blog/dynamic-highligh…
Eamon Coffey retweeted
Exa is moving towards returning just the perfect tokens for any information request
We’re releasing a research preview of “dynamic highlights”:
Given a query and set of pages, a custom model jointly scans the whole set to filter out redundant and irrelevant info, reducing token usage 95% on average.
Available today: exa.ai/blog/dynamic-highligh…
Eamon Coffey retweeted
We're building Exa to give every team access to the best search for AI.
excited to work with @cxodev to help those teams put it to work 🤝
I am having the most fun of my life building with AI, and I think every company should, too
so i'm starting something new: cxo.dev
AI transformation consulting for AI-pilled leaders
(by builders, not consultants)
why I had to do it 👇
Eamon Coffey retweeted
Exa 🤝 Vercel
We’re proud to announce our partnership with Vercel across Vercel Eve, AI Gateway, and Agent Marketplace!
Exa is now available through AI Gateway and the Agent Marketplace.
• AI Gateway: give models instant web search
• Marketplace: add neural search to your app
Full details on how to integrate @exaailabs ↓
vercel.com/changelog/exa-joi…


















