fraser

vc at @sparkcapital past: head of product at @openai; co-founder/ceo of an AI startup that was acquired by Airbnb

[fraser @Fraser]

@coreyh It’s an ai assistant that can do a broad set of things for you. Mine gives me updates on my favorite team, manages all of my flights, tracks my diet, gives me summaries from whoop, gives updates on my investments, monitors my kids calendars, etc

[fraser @Fraser]

use a human is now an ai tool call 🤔

[Poke @interaction]

Some things still need a human.

Poke now has humans helping it out.

Powered by @mercor_ai and @whop, Poke Human is in Preview for Ultra subscribers starting today!

[Will Reed @willreed]

Baseten will be one of the defining infrastructure companies of this era. Its Inference Cloud powers today's most advanced AI apps, and as post-training becomes inseparable from inference, they're working with app builders to create closed-loop learning systems that turn production data into compounding model improvement. We're proud to have led or co-led its $40M Series B, $75M Series C, and now its $1.5B Series F. It's Spark's second largest investment ever, behind only Anthropic. The team is special and the market still underestimates the size of the opportunity. We couldn't be more excited for what's to come.

[Spark Capital @sparkcapital]

We are delighted to have closed $3.3B in new funds to continue backing companies from the earliest stages through growth. Grateful to the founders we back and our limited partners for their continued partnership.

[Ben Barry @benbarry]

Back in ~2018, I was the only designer at a tiny startup, and I was desperately trying to hire a second designer. We had very few applicants, and I was begging people to apply! That startup was OpenAI...

I hope this time around is different.

[TBPN @tbpn]

Generalist CEO @peteflorence says robotics models are in a transition period similar to the step change between GPT-2 and GPT-3.

They're "starting to cross over into levels of performance where these things are commercially viable for a number of different applications."

"We think this is a crossover point where we have a general model starting to be able to hit levels of reliability, speed, and improvisational intelligence where we can start to get these things out there."

"Very much like — you take a GPT-2-level model, you scale it to a GPT-3-level model, and certain types of commercial applications start to become viable."

[fraser @Fraser]

As @marvinvonhagen says, Poke is inevitable

[Poke @interaction]

Say hi to the new Poke! 🌴

Now officially approved by Apple to text on Apple Messages.

As the first and only AI agent. Chat now: https://t.co/VIWYU64dUI

[fraser @Fraser]

These models, they just want to learn

[Generalist @GeneralistAI]

We've raised $400M in new funding. This capital goes toward one mission: building general intelligence for the physical world and making it useful to everyone.

[Elicit @elicitorg]

Elicit now has an MCP server. Use it inside Claude, ChatGPT, Copilot, Gemini, and any MCP-compatible tool.

Agents hallucinate when they don't have access to the right evidence. With Elicit's MCP, they search 138M+ papers and cite instead of guess.

Ask your agent to run a full Elicit research report from inside your existing workflow. It searches, screens, extracts, and produces a shareable report you can build on.

Your agents are only as useful as the evidence they can access. Now they can access Elicit.

Install directly in ChatGPT or ask your agent to read the setup instructions at https://t.co/f41JtMLoyB

[Forbes @Forbes]

Most VCs wouldn’t touch Anthropic in 2023.

Yasmin Razavi did.

The Spark Capital partner led a $450M round when Anthropic had no public product, no revenue and a massive capital need. Now the AI giant’s rise has landed her on the Forbes Midas List for the first time. https://t.co/9rxuS91mb8 (Photo: Guerin Blask For Forbes) #ForbesMidas

[fraser @Fraser]

Most AI-in-pharma stories are about going faster. Profluent and Lilly's partnership is a scientific moonshot -- using AI to design large-scale DNA editors for genetic diseases where one-mutation fixes don't work, reaching patients conventional approaches can't

[Ali Madani @thisismadani]

AI has two modes in drug discovery. Accelerate: moving faster through the existing playbook. Unlock: opening frontiers that weren't possible before.

Excited to announce Profluent is partnering with Eli Lilly, the global pharma powerhouse, to unlock breakthrough medicines for patients.

It's a big deal beyond the numbers ($2.25B + royalties): we’ll get to use our frontier AI models and foundational datasets to design proteins focused on large gene insertion, a therapeutic moonshot.

Proteins govern almost everything in biology. We've built a generalizable AI platform to design all proteins. Onward!

[fraser @Fraser]

@jack_w_rae Congrats Jack to you and the entire team

[fraser @Fraser]

@bercankilic @E0M It requires an understanding of what happened with LLMs, and what they were like at the beginning, and what is happening with robotics. Takes a bit of effort to get there

[fraser @Fraser]

Scale is all you need (again). Generalist has pretrained a robotics foundation model from scratch, scaled it up, and it's all working as you'd expect if you truly believe in the scaling hypothesis

The scaling laws they showed previously continue to hold. New capabilities emerge at scale. Some capabilities cross a threshold and are now commercially deployable

https://t.co/f2PCiESM4O

[fraser @Fraser]

There's enough evidence now that it's all going to work just like LLMs.

"Will it work?" is the wrong question. "How fast?" and "How to do it faster?" become the questions.

[fraser @Fraser]

Scale is all you need (again). Generalist has pretrained a robotics foundation model from scratch, scaled it up, and it's all working as you'd expect if you truly believe in the scaling hypothesis

The scaling laws they showed previously continue to hold. New capabilities emerge at scale. Some capabilities cross a threshold and are now commercially deployable

https://t.co/f2PCiESM4O

[Nabeel Hyatt @nabeel]

Recent Hallway Chat with @Fraser and I, we chatted about our favorite recent feature from @conductor_build

Instead of submitting a comment you can submit a prompt. And what that implies about the future of software.

Full episode below.

[fraser @Fraser]

@fkadev @interaction @calganaygun Just set this up! Thank you

[fraser @Fraser]

@clarityx Agree!

[fraser @Fraser]

I’m a daily user of Poke. This type of product — a helpful personal assistant, universally available via messaging — will be one of the most important products of this era.

Text is the universal interface. It’s intuitive, without a learning curve. And while a button can only do what a button says, a text box can do anything the user can articulate. There’s a reason why over the history of the consumer internet only two UI paradigms have reached a billion-user scale: the media feed and the chat interface

https://t.co/dftUbU4oFy - now available for everyone

[Poke @interaction]

Starting today, personal superintelligence is just one tap away.

No download, no signup.

Text Poke for free now:

https://t.co/x9ipMywiNU 🌴

—
0:00 – What's Poke?
0:50 – Introducing Poke Recipes
1:25 –  Create a Recipe in 10 seconds
1:43 – Earn on Poke
2:44 – Build with npx poke
12:58 – Recap
13:36 – Parisian Love

[fraser @Fraser]

@___stets___ Love

[fraser @Fraser]

@LordArche @interaction So good. Added but with this change