Today’s the day, very excited to be joining @OpenAI to work on Codex

Your reminder that the codex app came out in February

Harvey Q3 Recap: Metrics: - Added over $100M ARR and crossed $400M ARR - 97% GRR - 20% of the Fortune 500 and 40% of the Fortune 50 use Harvey - 80% of the Am Law 100 use Harvey Key hires: - @asadovsky, Chief Research Officer (former CVP AI, Microsoft AI & Distinguished Engineer, Google DeepMind) - @stevezad, Chief Revenue Officer (former GVP Rubrik) Product: - Harvey II - Horizon Scanning - Command Center GA Engineering: - Agent harness end-to-end redesign - Brought agents to Word, Outlook, Vault, and Review Tables - Vault files 2x+ in Q3, token throughput 20x+ since January, vector DB migration, major cost & efficiency gains AI: - Harvey Tenet, our first model post-trained for legal - Legal Agent Bench extensions for M&A Diligence and Firm Knowledge - Research collaborations with @FireworksAI_HQ, @appliedcompute, @baseten, @EngramLab, and @trajectorylabs

Announcing dots. Dots work 24/7 for you, learn from your feedback, have their own computer, browser and can be connected to over 4k apps in our ecosystem. They’re powered by Astra our best model yet. Included in your Pro plan, without drawing down on any of your usage. You can even call a dot while it’s working. We’re getting you started with your primary dot today and soon you’ll be able to create entire teams of them.

codex, may 2025

Agreements make history.

Couldn’t agree more, if it wasn’t the kindness of others, I wouldn’t be here today. DMs are always open 😊

we're testing a new sidebar on desktop - v curious for feedback!

always nice when 3rd parties validate what's already known

Been a bit quiet here because internal Slack has been hilarious lately and because we are all locked in on DevDay. Tuesday will be fun.

efficiency, productivity, speed we keep worshipping these words like they are what we live for ship faster merge more manage more agents compress every loop remove every pause turn every hour into output but what is the point of endless production if there is no time left to think deeply? not react not optimize not summarize not clear the queue think to sit with a question long enough that your real intention starts to appear to find the purpose underneath the motion to ask whether the thing being accelerated should exist at all ai could be a new canvas a way to make strange things personal things impossible things tools, worlds, poems, games, interfaces, films, languages, rituals things that let more people touch the shape of their own imagination but instead, so much of it is becoming slop factories more content more funnels more tickets more fake work pretending to be value you can merge 2000 prs you can manage 500 agents you can wake up to dashboards proving that the machine kept moving while you slept but what is the point if you only sleep 5 hours a day? what is the point if you stop talking to other humans? stop learning about the past? stop playing? stop wandering? stop being surprised? what is the point if your whole life becomes optimizing the system that is consuming you? speed is not meaning scale is not wisdom automation is not freedom if it only makes everyone run faster and where are we running? toward what? a world where every person becomes a manager of machines, and every machine produces more things no one had the time to truly want? the danger is not that ai makes us lazy the danger is that ai makes us endlessly busy that it gives us infinite production before we have found intention infinite execution before we have developed taste infinite motion before we have learned how to be still maybe the real frontier is not more speed maybe it is discernment knowing what not to make knowing when to stop knowing when the most productive thing is to sleep, read history, call a friend, play with a cat, walk without tracking it, or stare at the ceiling until the false urgency dissolves tools should give us more life not turn life into a tool if ai is going to matter, it should not just help us produce more it should help us become more human more imaginative more free otherwise, it’s the same old factory just without humans

The hardest thing about building @harvey is doing what’s best for our customers despite immense pressure to do what’s easy. The easy thing would have been to force our customers onto consumption pricing before they were ready and serve them worse models to protect our margins. We chose to help our customers transition on a timeline that works for them and give them the best models in the meantime, even though it hurt our margins. This meant optimizing our product through routing, harness improvements, and post-training so we could serve frontier intelligence at an affordable price. It also meant building the infrastructure for customers to monitor and manage spend: usage dashboards, per-matter cost attribution, spend caps, and ROI reporting. As a result, we improved our gross margins from -50% to positive in a single quarter despite usage doubling month over month and continuing to serve the best models. Our philosophy is simple: do what’s best for our customers, even when it’s painful, hurts our margins, or draws criticism from competitors, X, and the press. We believe the most important part of building a company is earning and keeping your customers’ trust. You do that by doing the hard thing for them, even when it costs you.

Ladies and gentlemen... start... your... ENGINES. We are almost Tuesday and I promised a reset for Tuesday. Among some other things. See you soon.

OCT 6, San Francisco @pxd and I are bringing the design chiefs of Anthropic and OpenAI @joellewenstein and @iansilber on to one stage for a 4-way convo about AI, agents, and the future of design There will be great coffee, great banter, and great company. Hosted by @felicis

@gabepereyra is the President & Co-Founder of @harvey, the most prominent legal AI startup and an industry leader in owning their own intelligence. I'm excited to share our conversation, which spans closed & open source, post-training, and how the law profession will evolve.

A beautiful surprise

I made a list of great startups to join. It's called the Breakout List. The list has 92 companies. These are the 20 with 25 or fewer employees: - Hone (@moritz_stephan, @CarloWillem, @oqbrady) - Normal (@ansonyuu, @hudzah) - Standard Intelligence (@G413N, @devanshpandey) - Tacit Labs (@ninklefitz, @AmDroste) - American Terawatt (@atroyn, @rslparker, @aranibatta) - Conduit (@clemvonstengel, @riopopper) - Convergent (Omkar Savant, Vivek Katara, @debnilsur) - Core Automation (@MillionInt, @_arohan_) - Engram (@dan_biderman, @EyubogluSabri, @realJessyLin) - Instinct (@noahrshinn) - Keenable (@styskin, Matthias Petri) - Lumaril (Mark Elliot, Ben Duffield) - Neion Bio (@Dimkell, Sam Levin) - Pangram Labs (@max_spero_, @bradley_emi) - Quadrillion (@echinaceous) - Re (@karnsaroya, @AnandDhillon, @thecliffwhite, @benaneesh) - Ricursive (@annadgoldie, @Azaliamirh) - Sail Research (@neilmovva, @blintzbase) - Trajectory (@rronak_, @michaelelabd, @QuantumArjun) - Watney Robotics (Sean Cheong, Ryan Gannon) Picks from Elad Gil, Charlie Songhurst, Keith Rabois, Mike Vernal, Alana Goyal, Sonya Huang, Ramtin Naimi, Marc Bhargava, Cory Levy, Aashay Sanghvi, Konstantine Buhler, John Luttig, Varun Gupta, Ray Tonsing and Avichal Garg. Disclosure: I'm a small investor in American Terawatt, Convergent, Standard Intelligence and Trajectory (in this post), and in Factory, Physical Intelligence and SF Compute (elsewhere on the list). I didn't vote. The full list is on Breakout List.

We're excited to welcome @asadovsky as our Chief Research Officer. Prior to Harvey, Adam co-led post-training at Microsoft AI and Google DeepMind. As CVP at Microsoft AI, he led post-training of MAI-Thinking-1. As a Distinguished Engineer at Google DeepMind, he led teams working on Gemini 1.0 through Gemini 2.5. Earlier at Google, he led teams working on Assistant, Search Quality, and Search Infrastructure.

We're hosting Design × Agents in SF on Sep 29. 3-5 fast demos/experiments. Drinks. No panels. Hear from folks at @OpenAI, @Harvey, @Mercor, @pendev, and more... luma.com/g4vhqudr