fraser

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

[Will Reed @willreed]

Everyone says they want to reindustrialize America, Jim + @sendcutsend are actually doing it.

We’re thrilled to lead their Series B as they scale the "Anything Factory" to more locations and new service lines, for customers building everything from bottle openers to rockets.

[Ali Madani @thisismadani]

we build foundation models that span all protein modalities (ie not just one type of medicine). this partnership with @BioMarin pharma is one piece of evidence towards that.

we'll have even more announcements soon on this point

[Nabeel Hyatt @nabeel]

Hey, so this Saturday you can come to the Grand Opening party for Tabletop Library in Berkeley all day and night. It'll be worth the drive over, you know, if you want.

@BerkeleyTTL is a side quest I've been on with @andrewmason, @tabletopgrl & david c to make a whimsical place that gets us off our phones, playing with each other, and holds board gaming up for the awesomeness that it has become recently. It's been a labor of love where we've also built a dewey decimal system for games, a board game recommender service, used a card catalog from UC Berkeley as the front desk, and a dozen other little details I'd love to show you.

https://t.co/LrVWzic42M

And after the visit you can go less than a block to the comic shop (escapist) and sci-fi bookstore (dark carnival) in what must now be the nerdiest single block anywhere.

[fraser @Fraser]

@coreyh @OpenAI @CompleteSkeptic @EGafni @hackgoofer @sparkcapital I know they're doing what they can to get everyone off of it. Hopefully soon!

[fraser @Fraser]

Instruction Following was critical to us at @OpenAI making AI useful for humans. @CompleteSkeptic was a force on the research side, ensuring it was a good product. When he left to focus on machine-native intelligence, with @EGafni and @hackgoofer, we at @sparkcapital needed to be involved.

What they've done in the two+ years since is remarkable and the response from the community these past 24 hours reminds me of July 2020, when we first introduced GPT-3 in the API. So much beauty and creativity already from this new primitive. I'm excited to see all that is built on it.

[Diogo Almeida @CompleteSkeptic]

After co-inventing ChatGPT, I kept asking myself: why have superhuman chat models not led to AGI?

I’ve spent the last 2 years in stealth building a new way to train models (RLCD), and a new type of frontier AI model that we are releasing today: Jev

• 20-200x faster
• 40-400x cheaper (w/ output tokens free)
• Frontier composable intelligence optimized for decisions

AFAICT the shortest path to AI-based economic revolution

[Diogo Almeida @CompleteSkeptic]

After co-inventing ChatGPT, I kept asking myself: why have superhuman chat models not led to AGI?

I’ve spent the last 2 years in stealth building a new way to train models (RLCD), and a new type of frontier AI model that we are releasing today: Jev

• 20-200x faster
• 40-400x cheaper (w/ output tokens free)
• Frontier composable intelligence optimized for decisions

AFAICT the shortest path to AI-based economic revolution

[Will Reed @willreed]

The US is trending GWs short on generation for AI. "Speed to power" has entered every conversation on the infra scaleup and will only get more important. We have enormous conviction in behind-the-meter solar and think @tar_hq is the team to deploy it fast and reliably at scale.

[Sholto Douglas @_sholtodouglas]

@GeneralistAI GPT3!

[fraser @Fraser]

Embodied foundation models are few shot learners

[Generalist @GeneralistAI]

Introducing GEN-1.5, a one-shot learner.

It can learn new tasks in a few seconds. Show it what to do, and it generalizes.

This capability emerged from pretraining on physical data at scale, as a step towards our mission of building general intelligence for the physical world.

[Elicit @elicitorg]

AI has become a useful research partner. It can find information, summarize evidence, and suggest ideas. But can it help us think better? Can it help us navigate the complex nuances of high-stakes decisions?

Today, we’re taking the next step toward our mission of scaling up good reasoning for high-stakes decisions with the launch of the Elicit Research Agent, an AI environment built for high-stakes decisions.

You can use the Research Agent today at https://t.co/04vRTWtqEA or access it through API (https://t.co/RlVM48vobA) to bring its capabilities into your own workflows.

[Profluent @ProfluentBio]

The bottleneck in rare disease is design: too many mutations, one editor at a time. AI unlocks that.

Proud to be building GemmaBio's platform with them under @ARPA_H 's THRIVE program. We're bringing our frontier AI models and base editors to the work to design modular gene editors that scale across many mutations.

[fraser @Fraser]

@jachiam0 Congratulations on all that you helped do. Debating with you every day in 2020 was rewarding and years later I think we did pretty well with the rough lines we drew up

[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

[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.

[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]

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