Excited to launch Faraday (YC F26)!
We’re building company-specific AI for manufacturers—agents that run work end to end, from the back office to the shop floor.
If you manufacture physical products, we’d love to meet you.
https://t.co/dk17CgyKDN
Over the past 2 weeks, we’ve onboarded a few thousand businesses and developers from our waitlist per capacity to try Ultramarine 1 Flash. We were thrilled to see the variety of use cases and grateful for rich feedback to support future generations of the model.
We’re excited to share that we’re releasing the weights and launching the model with early partners, including @FireworksAI_HQ and @baseten, to broaden access.
The zeitgeist of the times is that when you build RL environments around a company's data, the hottest thing to do is to chase the labs around and try and sell them.
But when you think long term, the best thing for the company you are serving (and you as the vendor) is to help them build a compounding asset around the environments; help them own that intelligence around their systems, so they can grow their business and retain an edge over the competition.
Don't become a commodity in the next model.
Have a couple extra boxes of donuts for some kickass manufacturers. I’m at #Cleveland and should be free for the next two hours. Let me know who I should meet
Industrial companies run on unique workflows and software built for everyone else.
Introducing Faraday Industrial AOS: agents and applications built around your operations, from engineering review to production scheduling.
One platform for all industrial operations
Agents are using legacy Python packages to edit Word, Excel, and PowerPoint files, hitting API gaps, dropping into raw OOXML, and creating silent corruptions.
We fix that today with OSS Paper Office:
The Moat of Industry Trust
everyone wants to build autonomous enterprises where there is compounding innovation between humans, robots, and agents and nothing is more important than doing it for the physical world.
how are we going to have physical ai in our factories and constructions sites within the next decade, when we still have companies running on prem ERP solutions running on Cobol?
companies in the most critical industries in America still haven’t undergone the cloud transition, how are we expecting to couple agents and whatnot onto their stack in a bruteforce method?? eventually robots as well - good luck
you can make an argument that a world of real industrial automation is only possible through greenfield sites, but I’m going to go on the hunch and say that’s a copout circumventing the dynamics of the industry
to truly achieve this requires a two pronged combination of incremental enterprise trust with AI stewardship and winning the right to map out the most important physical labor in america
I met with the head of investment banking at one of the biggest names in IPOs
He said the public markets only want three things right now
1. Large language models - OpenAI, Anthropic, etc.
2. Defense - Anduril, Saronic, etc.
3. Physical AI (robotics and vertical integrators) - SpaceX, Figure, Zipline, Dandy, Flock, etc.
You must understand that every tech executive has AI psychosis
They’re puking out Claude-generated markdown files full of hallucinations asking if this means they can fire 500 people
They’re turning Google sheets into the shittiest vibe-coded apps in the world