Helping build the future @NaturalCapital, building the first chemistry foundation model @AetherMachines | Prev: @socialcapital @dropbox @cloudoninc 🇺🇸

SF Bay Area
Joined October 2008
Are you solving the below problems with the solution set of the 2020s and 2030s? Would love to partner with you. #discover
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Jay Z retweeted
$250M in new funding. $2.45B valuation. Six satellites launched this week. Xona's Series D builds on major milestones in technology readiness, manufacturing scale, and commercial deployment as we accelerate toward serving users in 2027. The next era of global navigation is closer than ever.
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What better way to announce a $250m funding round at a $2.45b valuation than with a picture from orbit of the signatures who made it happen.
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💪 GPS 2.0 on its way!
Six Pulsar satellites deployed successfully on Bandwagon-5. Commissioning will occur over the weeks ahead in support of serving early customers mid next year.
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Jay Z retweeted
We're taking a PROTAC to space to improve its solubility via higher % crystallinity You can talk about space drugs or you can actually make 'em
We’re 3 for 3 in orbit this October. This time, it’s space drugs. W-7 carries pharmaceutical hardware and a promising new type of cancer medicine known as a protein degrader. Microgravity will help overcome one of its biggest limitations: poor solubility.
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6 Xona Pulsar sats are locked and loaded for the SpaceX Bandwagon launch Monday morning. Their next-gen GPS antenna is visible (the white rings on center left), very different from their first flown design, from the post below.
A fantastic new addition to the space museum at work: the first GPS payload from Xona 🛰 You can see a standard L-band antenna array in the outer ring of 12 squares and the next-gen C-band array in the inner circle of 5. Xona is building a constellation of GPS sats in LEO to 100x the power and resiliency of existing GPS systems, even enabling it to work indoors. Xona’s first demo sats were named Huginn and Muninn after the two ravens of the Norse god Odin (meaning "thought" and "memory"). Muninn would have been the second to fly, but they learned all they needed to learn from Huginn… and so I have the flight version to save for posterity. Xona has built their next gen Pulsar satellites in house, and I signed the first one (which will launch with SpaceX in October). The wall art shows a 1:1 scale of Pulsar with the solar panel wings unfolded. A constellation of 258 of these satellites costs less than one legacy GPS sat today.
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6 satellites launched, 6 satellites contacted. Things looking good so far!
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Jay Z retweeted
We placed the fruit fly brain inside Odyssey-3, a frontier world model. The lil’ guy is now flying around totally imagined, simulated worlds all by itself 🫶
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Big news! Efficiency and accuracy are the need of the hour for AI. When you hit the best real world physics accuracy with lower parameters, lower PFLOPs, lower cost you’re not a just a great foundation model, you’re also hitting the problem where it matters the most - lower energy and compute intensity for complex physical problems. Imagine using tens of hours of data to work a robot or train a self driving car. It’s here now from @odysseyml!
Very proud that Odyssey-3 is the most physics-accurate world model in...the world!
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Jay Z retweeted
Today we're launching Odyssey-3, the most powerful foundation world model yet. It sets a new state of the art on Physics-IQ, and powers robots, trains AIs, and generates interactive experiences. It's really cool. Experience the model today, all for free!
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Jay Z retweeted
Today we’re introducing PROWL-2, where agents and their world model improve through recursive learning. Agents expose errors in imagination, and repairing those errors enables further learning. We believe this open-ended learning is a critical step towards superintelligence.
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We're leading the $250M series D for @VardaSpace ahead of them launching two capsules to space at ​once for the first time this week. Congrats @WillBruey, @zebulgar and team ⚡️
Today, we’re announcing Varda’s $250M Series D raise, bringing the total amount of capital raised to $598 million with a $1.6B valuation. This funding will help us build more vehicles, grow pharmaceutical partnerships, and advance toward the first medicine manufactured in space for patients on Earth.
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We are on the verge of the biggest technological leap for AI. Not just because of intelligent super harnesses like Astra and the latest from frontier LLMs, but because of world models like Odyssey transforming how we model the physical world. Today, @odysseyml is launching Odyssey-3. Its ability to generalize across embodiments is something we could have only dreamed of just years ago. With a few hours of driving or flying video data, Odyssey-3 can help a car drive or a drone fly itself. With a few tens of hours of robotic or human data, Odyssey-3 can give robots guide paths for how to handle real world situations. In a matter of a few hours and recursive self learning, Odyssey-3 can beat humans in any game and even make games. Odyssey-3 can observe and understand the real world and generate video in real time with no latency. Odyssey-3 beats Odyssey-2 by 10X, while requiring 1000x less data, 100x lower training costs, and delivering 10x greater inference efficiency. In under a year, this company has gone from beating physics benchmarks to powering applications across a range of real-world environments. We’re already working with several leading game studios, robotics and autonomous technology companies, and interactive content producers that are seeing the superpowers of Odyssey in production. If you want to work with us, get in touch with @olivercameron , @jeffrey_hawke, or me.
Today we’re unveiling Odyssey-3, a big step forward for foundation world models. It can control robots, power humanoids, drive cars (on the roads of India!), train AIs, pilot drones, and even play video games. We can’t wait to see what intelligent systems it enables.
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Odyssey-3 commercializes intelligence for the physical world in a way we could only dream of just a few years ago. Today, studios, robotics & autonomous tech companies, and more are putting Odyssey to work to generalize embodiments with new dimension. Huge milestone for @olivercameron & team @odysseyml:
Today we’re unveiling Odyssey-3, a big step forward for foundation world models. It can control robots, power humanoids, drive cars (on the roads of India!), train AIs, pilot drones, and even play video games. We can’t wait to see what intelligent systems it enables.
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Excited to invest in @positron_ai and its unique approach to inference compute, which we believe can materially improve the cost of frontier intelligence. @mitesh711 @trsohmers @NatCapCentral @superjz
Thrilled to announce @positron_ai's $875M Series C at a $5B valuation! This round was co-led by @NEA, @Atreidesmgmt (@GavinSBaker), @valor (@AntonioGracias), @AndraCapital, @SemiAnalysis_ Capital (@dylan522p), and Jim Clark (Founder of SGI and Netscape). An incredible group to have backing what we’re building. Also very happy to have strategic backing from VentureTech Alliance, Hudson River Trading, Cisco Investments, and Naver Ventures, alongside continued support from @Arm , @jumptrading , @dfjgrowth, Qatar Investment Authority, and many more. What I’m most excited about is what this lets us do next. We’re deploying more than 50 racks of Atlas at @OracleCloud, and this financing funds our next-generation Asimov chip’s tapeout, the production ramp for Titan, and the manufacturing capacity to meet the demand ahead of us. The goal remains simple: make running AI dramatically cheaper and more energy efficient. A huge thank you to the entire Positron team, especially @mitesh711 and @kmett, our customers, partners, and investors. Building hardware takes an enormous amount of work, and I couldn’t be more proud of this team. We have a lot ahead of us, and I can’t wait to share more.
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Early in my career, Bill Campbell asked me what my title was. I said CEO. He told me I was wrong. My title was coach, because my responsibility was to make everyone around me better. His line was "your title makes you a manager, your people make you a leader." A title can say anything you want it to say. Whether people follow you and listen to you is what leadership actually is. Bill believed that if you saw yourself as the CEO first, you'd become arrogant and untouchable, someone no one could relate to. See yourself as a coach and the job changes. You start lifting people up. Twenty years later, I still answer to that title. From my full conversation with @DavidBegnaud: youtu.be/7GtufEetKuE?si=DS31…
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I’m so excited to share this update on @Conception – We’ve generated the first early human eggs derived from stem cells. This is a big deal -- the potential to redefine fertility is real.
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World models were largely an unknown topic when @olivercameron and I started @odysseyml about 2.5 years ago. Through our experience learning the world in autonomous driving, we felt there was a new category to be built. Progress in world model research has been huge over the past six months (see our blog for details), and I'm proud to share that this has culminated in a Series B to accelerate this work. World models are one of the two big research bets in AI, and there is a lot more to come :)
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.
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When @jeffrey_hawke and I started @odysseyml in 2023, we believed general world models would become a new class of foundation model. Three years later, it now feels true. And today, we're announcing a $310M Series B. AI can now understand and simulate the world!
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.
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