Introducing Underdog, your Private Personal AI on devices you already own Today we're announcing our backing from @a16z @khoslaventures @HummingbirdVC Anthology (@AnthropicAI @MenloVentures) @patrickc @naval @rauchg @polynoamial @Thom_Wolf @Mascobot @tszzl @OfficialLoganK and other top AI leaders Our mission is to provide free, capable, reliable and private AI to billions of people. Underdog’s Law: today’s frontier intelligence reaches your devices in six months. We’re starting with fast, capable AI that runs on consumer hardware. By co-designing models and inference engines, we’re pushing the frontier of capability, speed, power and data efficiency. Our research also spans agentic commerce, confidential inference, and how AI will reshape the internet economy. Privacy and capability no longer needs to be a tradeoff. If you believe in this future, join us. Time to build.

Excited to release Discourse, a tech forum for the modern era. discourse.cosign.co Today, the discourse in tech is either free for all (broadcast social networks) or completely private (group chats). There’s no midsize social network where a few thousand tech leaders talk to each other. We'll have a hybrid model. Some people will have access to post directly, and everyone else's posts will go through a queue. We'll start with ~5,000 white-listed people, and more people who post smart comments will be given direct access over time. Discourse is built off the @cosign graph and will be embedded into the platform. We’ve partnered with our favorite monitors to make sense of what’s happening in real time. P.S. True to form, I actually built a version of this a decade ago called @beondeckdaily, inspired by Hacker News.

Based pope!

If this is accurate then that means we are so unbelievably stupidly early.

Quite amazing to see people disregard fierce, long-standing airline loyalties to choose the long-haul flight most likely to have Starlink. Literally nothing could shake people loose (bad service, catering, schedules, etc) until now.

The S&P 500 is near a record, but if you strip out the A.I. companies, it’s down 5% since late August. My @Morning_Joe Chart

kinda funny that it took 2 years to develop Jev and it's already obsolete after like 3 weeks (Laya, Gliner)

The Laya decision model is free on AI Gateway via @BoundlessHQ through Oct 31. Use it to route agent work, triage support, and check guardrails. 𝚌𝚘𝚗𝚟𝚊𝚒𝚒𝚗𝚗𝚘𝚟𝚊𝚝𝚒𝚘𝚗𝚜/𝚕𝚊𝚢𝚊 vercel.com/changelog/laya-de…

Laya is now available on @vercel, served by Boundless and free to use. An open-weight decision model for fast, structured decisions in agents and workflows.

Tonight, we're bringing together AI leaders from @Cloudflare, @alchemy, @thecosmos & more for an evening of conversations around inference and open-weight models. See you at Sup[p]er Intelligence, New York.

We’ve been building Boundless AI, the inference partner for AI-native startups. Boundless helps teams run open-weight models tuned to their product, for better economics on frontier intelligence. boundless.network

Instinct CEO Noah Shinn says agents will let restaurants give tables to birthdays and anniversaries over whoever clicks first "And traditionally, because of the way that the internet has worked, at least for reservations, it's been first come first serve. So anyone that comes in, no matter how important or how not important it might be, whoever gets in first gets the reservation." "But what if you had the ability for the agent to be able to communicate on both sides, communicate, hey, this is important. This is actually the person's spouse's birthday, the 30th birthday, a very special event is coming up." "And the restaurant too can say, let's actually prioritize birthdays or major decade birthdays or major anniversaries or these certain people, I don't know, whatever it might be, right?" "So now with the ability, with all of the logistical burden of having to describe exactly what your case is and what's happening and why it's important. Now we have the ability to perfectly match what does the restaurant want? What does the user want?" "And that will result in more special events for the users being able to actually have a spot in the restaurant."

Ultrafast - 8x the speed, up to 300 tokens/second. once you go ultrafast you won't go back :)

Instinct became shitty Amazon recommends app overnight. I didn’t need to buy carry on luggage, sunglasses, or a brim hat. This feels so disappointing. At least make me a personalized shopping list of things I actually need!!

Enterprise teams can now use open models like GLM-5.3 Flash and Kimi K3 natively in Codex and count spend against their OpenAI commit.

guy discovers how profitable inference is

Agent market is far from decided.... Fo is more trustable, safer with credit cards, much higher completion rates and much more! And humans in the loop help solve the harder tasks