Harvey is a great example of how American companies are building world-class specialized models: they took an open-source base (Kimi K3), post-trained it on legal data, and delivered state-of-the-art performance on legal benchmarks at a fraction of the cost of frontier models. Restrictions that kneecap open models would do nothing to stop Chinese labs from shipping the next Kimi. They would, however, cripple the ability of startups like Harvey to create high-performance, low-cost vertical models. Of course some of the closed labs would love this — it eliminates their competition.
Today we're introducing Hark Handoff
Handoff has been independently verified as the best internet-use model ever built, outperforming ChatGPT 5.4 & Opus 4.8
While others focus on coding, we focus on everyday life: ordering food, booking flights, shopping, & navigating the web
Founders Fund just backed a robot that kills fish.
Not software. @ShinkeiSystems built a physical robot for boats that uses AI to kill fish instantly, cutting stress and doubling shelf life.
The fish brand is sold at Erewhon and Michelin restaurants.
@foundersfund thesis: low AI bets, odd spaces, almost no competition.
Sometimes the strangest market is the most defensible one.
I can vouch for the flawless internet experience from Doha all the way to the US. It’s wonderful to be in touch family, friends and colleagues on long transatlantic flights. 👍🏼
@ranjan_vittal@khoslaventures Exactly what many mission-critical domains in the world needs. Wish you success in bringing this vision to life Ranjan 👍🏼
“Free cooling” is not yet resolved for orbital data center scale. But on a long-enough time horizon, that and all of your projections could be achieved with Elon at the helm. All of this hype is based on one man’s audacious vision and proven execution skills. From an investor perspective though, there is an obvious ‘key man risk’.
AMD CEO LISA SU HELD A MINI PC ON STAGE THAT RUNS A 235B MODEL AND REPLACES YOUR $440/MONTH AI STACK
amd's ryzen ai max+ 395 is the first x86 chip that runs a 200 billion parameter model on one piece of silicon. cpu and gpu share 128gb of unified memory, no separate graphics card needed
the gmktec evo-x2 runs qwen3 235b fully, deepseek v3 comfortably and llama 3.3 70b with headroom. on linux you get 110gb of usable vram out of 128gb
amd claimed the chip beat an nvidia rtx 5080 by more than 3x on deepseek r1 inference. a lunchbox sized pc outrunning a $1,000 discrete gpu on a real ai workload
a heavy ai user pays $200 for claude code max, $200 for chatgpt pro, $20 for cursor and $20 for gemini. that's $5,280 a year and the box pays itself off in 9 to 10 months
install ollama, pull the model, point claude code at localhost. same interface, nothing leaves the machine, nothing costs per request
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