Flow has raised a $50M Series B at a $750M valuation, co-led by Antonio Gracias (Valor) and Gavin Baker (Atreides) with Sequoia Capital, Roelof Botha (SpaceX, Block), and more. When I became a mechanical engineer, I wanted to invent. In reality, 90% of the day to day execution work (CAD, excel, sim) was digital manual labour. That’s about to flip. The engineer’s role will change more profoundly than at any point since the invention of CAD, with humans focusing on invention, architecture, tradeoffs and judgement calls, and agents taking the grunt work. Anduril, Joby, Stoke Space, Rivian & many more - Flow is now the default platform for requirements and verification for frontier hardware teams. But it’s not just next-gen anymore. Industry giants including General Motors PPU and Volkswagen & Rivian’s joint venture (RV Tech) are reshaping their core development practices with Flow’s AI. The revolution is just starting. Models are getting better quickly at CAD, analysis, simulation, and tool use. In the next year, AI will move from integrating the work to doing the work. One day, this shift won't just enable us to iterate faster, it will enable us to design a class of products that we could not have dreamt of before. We’re hiring.

Fyi this account is one of the better phishing attempts I've seen on this site. Stay safe out there folks

3 months ago i resigned from @OpenAI. today we are launching Energy everyone will soon use AI for all work on their computers, but very few do today even though AI is good enough our users do days of work in hours. we'll onboard the world to working with ai

.@mickymalka is the founder of @RibbitCapital — the firm behind Revolut, Robinhood, Nubank, Coinbase, and more. He bought his first share of Berkshire Hathaway when he was 13, in Venezuela, with money he borrowed from his grandfather. His grandfather charged him interest. He started his first company at 17. In his mid-20s, he put every dollar he had into launching a bank in Brazil for the 50 million Brazilians nobody else would serve. Micky is a quiet killer. Respected by the elite of the elite. When I asked @patrick_oshag how he’d describe Micky to someone who didn’t know him, he said: “He’s a mfing moneymaker.” Micky hates labels. The only label he wants is on his tombstone: “He was a rebel.” 0:00 Why Micky Malka Refuses to Be Labeled 3:00 Writing Your Way to Conviction 5:41 Buying Berkshire at 13 and Learning Buffett's Operating System 11:48 Token Factories, AI Bankers, and the Future of Money 18:38 The Infinite Game: Why It's Better to Be Behind 22:09 Gen Z Founders and the Chaordic Company 29:00 Why Young Founders Want to Build Atoms, Not Just Bits 34:29 Bringing Beauty and Taste Back to Technology 36:56 Revolut, Founder DNA, and Earning Deep Trust 45:54 Building OnePay With Walmart 50:53 From Lemon Bank to OnePay: A 20-Year Idea 56:00 Compounding Trust and Protecting Your Reputation 1:00:30 Node and the Rebel Case for Digital Art 1:07:34 What It Means to Live as a Rebel 1:10:50 Why Ribbit Is Built Like a Startup 1:14:41 Charlie Munger and the Power of Time Includes paid partnerships.

applications for Embed now open, due 8/10 Embed is a Schelling Point for the best early stage founders. cash, compute, community, & a catalyst past participants were dropouts, leading researchers and repeat founders alumni have raised more than a billion dollars links in🧵

We’ve raised $3.2M and spent 18 months building Scape. Scape is the first email inbox that works for you:

In 2018, Sarah Guo became the youngest general partner in Greylock's 60-year history. She was 28. Four years later, she quit to launch Conviction, a firm staked entirely on AI. Before ChatGPT shipped, she seeded Baseten and Harvey; each is now worth over $11 billion. In Conviction's first year, she wrote early checks into Sierra, Cognition, and Mistral; those three companies are now worth, together, $54 billion. Andrej Karpathy worked out of Conviction's office until Anthropic hired him in May. Guo has been close to Jensen Huang for over a decade. Her first two calls after starting the firm were to Sam Altman and Nat Friedman. And yet the investor closest to the AI frontier is betting against its biggest companies. The two big frontier labs, worth close to a trillion dollars apiece, no longer just want to build the models. They also want to build every product and company on top of them, leaving nothing for anyone else. The market is paying as though they might succeed. Of the $300 billion in venture capital deployed in the first quarter of 2026, the biggest quarter in the history of the trade, 65% went to only four companies: Anthropic, OpenAI, xAI, and Waymo. Guo is betting the labs can't build everything, and she spends her days making sure of it. She won Harvey its first client. She flew across the country to take a single Baseten candidate to a four-hour lunch. On one wedding anniversary, she spent the whole weekend on back-to-back calls, keeping two founders on the line so they couldn't speak to rival firms. Twice a year, she flies the world's brightest young founders to San Francisco and inducts them into the fight. In the months @domcooke spent reporting this piece, @saranormous had her fourth child, walked the Met Gala in 45 pounds of chainmail, and still answered her founders' texts within minutes. Guo's parents arrived from China in 1987 with $50, built a company, and took it public at $1.2 billion. Then it went bankrupt. Guo grew up inside that startup. She built its first website, did her homework in a cubicle, and slept over for bug bashes. She loved it. If two labs build everything, no one gets to do that again. Welcome to Sarah's Wager. Read it below.

Introducing Aidan, your newest AI employee Aidan is the first computer-using AI built for realtime conversation We’ve raised $45M from @sequoia and @8VC to bring Aidan to the world @NotionHQ and @DecagonAI already use Aidan to run customer interactions. This is how @withsableai works:

100% agree with this. Never understood the failure fetish. Fail early and often? What? Fail often? Really? Fuck that. Do, learn, do, learn. Move forward.

Our intern just built the first zero-person company. Listen's agent ran a loop: - Interview users - Build - Test with real people - Fix issues - Repeat 2,000 interviews and 100 concepts later: an app with 100s of paying customers. Here’s how it works: