Bubble & Build: The 2025 MAD (Machine Learning, AI & Data) Landscape is *out* 🔥🔥🔥 A market map of 1000+ AI companies + 25 crisp ideas for an over‑heated, heads‑down year in AI & data

Intelligence Isn’t Enough: Why Energy & Compute Decide the AGI Race – my conversation with Eiso Kant, co-CEO of poolside 00:00 - Cold open – “Intelligence becomes a commodity” 00:23 - Host intro – Rumored $2B round; Project Horizon & RL2L 01:19 - Why Poolside exists amid

We're living in a world of systems of action and Keye (YC F24) is helping lead the charge in private equity. Had a chance to sit down with Rohan, hope you enjoy the conversation

*Major* open source AI drop today. Can America win the Open AI race? My conversation with Nathan Lambert and Luca Soldaini 🎀 of Ai2 about the launch of Olmo 3 00:00 – Cold Open 00:39 – Welcome & today’s big announcement 01:18 – Introducing the Olmo 3 model family 02:07 – What

We’re growing our early-stage Data Infra, ML & AI investing team FirstMark! As proud early investors in Dataiku, Synthesia 🎥, ClickHouse, Pigment, CockroachDB, ada, H and many others, we're looking for an exceptional early-career Investor to help us find

Thanksgiving-week treat: an epic conversation on Frontier AI with Lukasz Kaiser -co-author of “Attention Is All You Need” (Transformers) and leading research scientist at OpenAI working on GPT-5.1-era reasoning models. 00:00 – Cold open and intro 01:29 – “AI slowdown” vs a

A major new entrant in voice AI: Gradium If we were designing computers from scratch today, the default interface probably wouldn’t be a keyboard. It would be voice. Voice is the most natural interface we have, and probably the most underserved modality in AI today.

Gemini 3, scaling laws and the 'finite data' era: my conversation with Sebastian Borgeaud, research engineer at Google DeepMind and a pre-training lead for Gemini 3 00:00 – Cold intro: “We’re ahead of schedule” + AI is now a system 00:58 – Oriol Vinyals's “secret recipe”: better

NYC Angel Investors! FirstMark, AlleyCorp, USV, Lerer Hippeau, and Inspired Capital are hosting the inaugural NYC Angels Summit, bringing together a select group of the most active and up-and-coming angels investing in the NYC ecosystem. Apply to attend at the link below ⬇️

Very excited to announce our $20m Series A in Porter, led by the fantastic Justin Rhee (Justin Rhee). Porter was built to make infrastructure something startups don’t have to relearn as they scale, delivering a full PaaS experience inside their customer’s own cloud accounts.

Excited to be leading VillageSQL $25M Series A alongside GV , Spark Capital & Homebrew . VillageSQL is reigniting innovation in MySQL 🔥 - bringing permissionless extensions & AI-native functionality inside the database, without migrations. Big moment for the MySQL

Every human worker needs a computer. Soon, every AI agent will too, but not one: millions, provisioned instantly, securely isolated, and running in parallel. Thrilled to be partnering with Ivan Burazin (who didn't a break during the holidays), Vedran Jukić and Daytona (+

NVIDIA's New Moat & Why China is "Semiconductor Pilled” — loved my conversation with Dylan Patel (Dylan Patel). Raw, incredibly insightful, and... hilarious. 00:00 - Intro 01:16 - Nvidia acquires Groq: A pivot to specialization 07:09 - Why AI models might need "wide" compute,

Lots of chatter around which models are winning the enterprise war We asked 150+ CTOs / CPOs in our FirstMark Guilds (mix of F1000 + private unicorns) what they use. Small curated sample that's very enterprise skewed, admittedly This isn't "the market," but it is what the

Voice used to be AI’s forgotten modality - now it's having its big moment: rapid innovation, big funding rounds, major agentic applications My conversation with Neil Zeghidour, top AI researcher in the field (Google DeepMind, Meta, kyutai) and now CEO of Gradium This is a

Thrilled to partner with Max Junestrand, Sigge, David Eckstein, Pat, Jacob and the entire Legora team as they build the legal operating system for the AI era! Legal work demands judgment, precision, and trust. What’s exciting about this moment is that AI can

Did you know there's a ChatGPT-like system where other humans answer your questions instead of AI? Surprisingly, doesn't work super well...

Everything Gets Rebuilt: my conversation with Harrison Chase, CEO of LangChain about agent harnesses, evals, runtimes, sandboxes, MCP and the future of the agent stack 00:00 Intro - meet Harrison Chase - at the Chase Center for the Daytona Compute conference 01:32 What changed

Thrilled to announce that FirstMark has led the Series A in Tracebit , the company building the category-defining assume breach platform for the AI era, and I am joining the board. Our thesis is simple: prevention and zero trust alone are no longer enough. AI is

Vibe coding prototypes is cool Building production-grade, secure apps with AI you can actually run a business on… that’s a different ballgame Huge launch day for Softr, crazy shipping velocity over the last year 🔥Mariam Hakobyan (Softr.io) Artur (softr.io)