
Partner @airtreevc. Friend to founders. DMs are open.
Sydney, New South Wales
Joined January 2012
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John Henderson retweeted
The first autonomous agent cyberattack is an unprecedented event that deserves unprecedented transparency. Today we’re sharing everything we can: a full technical timeline, an interactive replay, and how we used an open model to defend ourselves, so defenders everywhere can learn from it and prepare for what’s next.
huggingface.co/blog/agent-in…
If someone had pitched me a spear phishing startup, I too would have taken the bait techcrunch.com/2026/07/23/ae…
John Henderson retweeted
While China drops Kimi K3 (2.8T params, 1M context, open weights, outpacing Fable 5 in agentic coding) Albo announces... Australia's first "Office of AI".
One country ships frontier models at lightspeed.
The other creates a high paid committee in Canberra.
AI innovation moves in days.
Bureaucracy moves in electoral cycles.
This is another taxpayer-funded speed bump.
Australia needs builders, not more desks in Canberra.
Introducing Kimi K3: Open Frontier Intelligence
🔹 2.8 Trillion Parameters, 1 Million Context, Native Multimodal
🔹 Kimi Delta Attention enables up to 6.3x faster decoding in million-token contexts
🔹 Attention Residuals deliver ~25% higher training efficiency at <2% additional cost
🔹 Built for long-horizon agentic coding and self-evolving workflows
Kimi K3 is now live on on Kimi.com, Kimi Work, Kimi Code, and the Kimi API.
Open Weights by July 27, 2026.
🔗 API: platform.kimi.ai
🔗 Tech blog: kimi.com/blog/kimi-k3
John Henderson retweeted
When Advent gets in the mix, the game gets serious:
* Deal negotiation
* Ruthless restructuring
* Cashflow focus, with 3-5-year payout horizon
IMO if Str-Advent brings premium to 50%+, they can get it and in 4 years Stripe owns the whole thing for a $1t IPO.
Thank goodness. We can also start doing work again soon.
John Henderson retweeted
The hardest part of sales is creating urgency
The rest is hard too, don't get me wrong
But really, 95 times out of 100, no one really needs to buy your product right now.
Especially if it involves business process change.
So my new Macbook will be 20% more because AI is eating all the chips? Let's stop AI - it's ruining everything!
In 2021, 18 public software companies had net revenue retention over 130%.
Today: 2. Palantir and Figma.
NDR is the metric that matters now imho. Real expansion from customers you already have, not price hikes. And almost nobody can show it.
(Chart via @cjgustafson)
John Henderson retweeted
1/5 tokenminning projects to star on Github:
1. PonyTail - You know him. Long ponytail. Oval glasses.
~54% less code (up to 94%) · ~20% cheaper · ~27% faster · 100% safe
github.com/DietrichGebert/po…
Eleven companies just agreed a standard for how AI agents find each other. Anthropic and OpenAI weren't among them. The fight quietly moved from how agents call tools to who they're allowed to discover, and that's the layer actually worth owning. developers.googleblog.com/an…
John Henderson retweeted
Most of the last decade in AI has been about learning from us, models trained on the vast record of what people have already written and made. The next frontier is experience. Models that learn by acting, seeing what happens, and adjusting.
We already know how powerful that can be, because we saw it in games. The leaps with Go, Dota 2 and StarCraft didn't come from feeding models more human games. They came from self-play: agents competing and cooperating against ever-stronger versions of themselves, generating an escalating curriculum. The opponent was the teacher, and the opponent kept getting harder.
That's what @odysseyml is building for the real world, and why we've backed their $310M Series B. A learned world model that is itself a multi-agent arena, where thousands of agents compete and cooperate inside a simulation rich enough to develop real physics, causality and human behaviour. It takes the self-play engine that worked so well in games and points it at reality.
@olivercameron and @jeffrey_hawke come from self-driving, an industry that learned the hard way how slow and costly real-world experience is to rely on alone. Hard to imagine a team better prepared for this.
We’ve raised a $310M Series B to accelerate world models!
We believe AI that can understand and simulate the world will be one of the most important technologies of our time.
We're excited to partner with Natural Capital, Amazon, GV, AMD, IQT, and others to bring this to life.
Normally corporates shut down their venture arm in the depths of a recession as they 'refocus' on the core business. This is the first time I've seen it done with markets at an all time high... fortune.com/2026/06/16/paypa…
John Henderson retweeted
I also highlighted the insanity of the federal government doubling of capital gains tax to 47%, the highest in the world. Through LaunchVic we have worked hard to develop a thriving startup ecosystem. The CGT change undermines all our hard work, taking a sledgehammer to this innovation machine.
I highlighted six Australian startup founders that I met with last week in San Francisco, all building their companies into the US. Before this budget they had mostly planned to come back to Australia. Every single one of them has now reconsidered. Not one is coming home.
These six companies are the tip of the iceberg and this is not just a few founders. This is dozens of high-skilled jobs now, potentially thousands of jobs lost in the future, and one of them might just be the next Aconex, Atlassian or Afterpay.
And just like that, one disastrous budget later, the innovation machine breaks and we all lose the future…




















