Marc Bhargava

[Varun Shenoy @varunshenoy_]

our full presentation from @aiDotEngineer world fair: https://t.co/yzllGm2wPM

thank you @swyx + team for having us!

[Varun Shenoy @varunshenoy_]

at long lake, we've bought 40+ services businesses to build AI where work actually happens

we're working on:
- deploying agents to complete knowledge work
- frontier eval generation from real workflows
- post-training open models on data no lab has

come build with us @llmh

[Dan Primack @danprimack]

Exclusive: Split Pay raises $125 million for rental lending https://t.co/rww9CS041X

[Scott Wu @ScottWu46]

This one feels special - a lot of folks on this list we've admired for years and now finally get to work with.

Above all I'm grateful for the incredible team that we have. Every day at Cog still feels like getting in a room together and trying to build something great.

Also, grateful that Devin is actually good now. Would have looked really dumb otherwise.

[Andrew Borovsky @endswithay]

Split Pay has grown 70X in the last year supercharged by our propriety AI underwriting model.

And we’ve raised $125M from @ThriveCapital, @khoslaventures, and @mlevchin

I’ll be on @TBPN today at 1:40p PT to share more about what we’re building.

[Cognition @cognition]

The world needs far more software than it can build. Cognition exists to change that.

We’ve just raised over $2B at a $48B valuation, led by a16z, Accel, Founders Fund, General Catalyst, and Avenir.

Since our round in May, run-rate revenue has grown from $492 M to almost $900 M.

[Ron Nachum @RonNachum]

Sapien is the engine behind the world’s most important companies.

Today, we’re announcing our latest fundraise at a $180M valuation.

We build systems that learn how complex businesses work, enabling financial & operational optimization for the people who build everything else.

[TechCrunch @TechCrunch]

The acquisition also leaves Sequoia-backed Serval as the de-facto startup leader in AI IT service automation, industry watchers believe.
https://t.co/1YiSEE4xsU

[Cosmin Nicolaescu @getCos]

Big day for @AccrualHQ: we’re acquiring the team and technology behind @puzzlefin's AI Close, Cowork and Chat products, accelerating our expansion into CAS and our vision for one AI platform for the entire accounting firm.

Delighted to welcome @sashaorloff and team aboard! 🚀

👉 https://t.co/KbkTXhvYw0

[Zaid Rahman @zaidrmn]

Proud to share Flex has 4x'd its annualized total payment volume (TPV) since the end of 2025, adding $10B in just a quarter.

Grateful for our team's ambition and velocity!

We are hiring. Come join one of the most cracked teams in all of tech today.

[Nilam Ganenthiran @nilamg]

One counterintuitive thing I am seeing across dozens of conversations with real economy execs: every incumbent is now a turnaround CEO, even if their business is growing, profitable and hitting plan.

I wrote about the Era of the Perpetual Turnaround CEO: https://t.co/HrC7XiUbPi

[MTS @MTSlive]

Long Lake co-founder @varunshenoy_ argues AI diffusion is bottlenecked by human curiosity:

"People, especially in Silicon Valley, underestimate how hard this diffusion problem actually is. A lot of people here are very AI pilled, and they use technology, and they're very fired up. But the reality is that's just not the case for the rest of the world."

"Diffusion is bottlenecked by almost human curiosity. There is no need for people in these businesses today to use the technology. They don't know how to use it. They don't really know about it. They've heard about it from a friend or their son or daughter, or from a cousin or uncle."

"We come in, we give them the technology that's custom-fit to what they are already doing, meet them where they are, get them super fired up, and make them feel like they are in the driver's seat for this crazy AI revolution."
@llmh

[John Melas-Kyriazi @jmelaskyriazi]

Standard Metrics (@metrics_co) has raised a $20M Series B led by 8VC (@8vc) to accelerate innovation in the private markets!

Trillions of dollars of economic activity in the private markets still run on spreadsheets, email threads, and PDFs. This critical ecosystem remains surprisingly analog and inefficient despite financing many of the world’s most innovative companies.

This problem matters. A better-functioning innovation economy would lead to new big technological breakthroughs, life-saving medicines, jobs, and game-changing new products.

AI expands both the urgency and the scope of this opportunity. New AI models have fundamentally changed how data can be organized, analyzed, and acted upon, and they are beginning to drive rapid software adoption in an industry that has historically lagged behind. We believe AI-native infrastructure will reshape the private markets over the coming decade.

Two years ago, we bet our company on the idea of building the AI-native portfolio management platform for venture capital and private equity. That was the single most consequential decision in our history: it led us to create the first MCP server in our space, launch an AI-driven document processing service, and build cutting-edge agentic reporting and analytics tools.

Today, we’re proud to support more than 150 investment firms who collectively manage over $400B, along with more than 10,000 of their portfolio companies. 30% of the Forbes Midas List are customers of Standard Metrics. But we’ve still only scratched the surface: we work with roughly 1% of active global VC/PE firms.

We’ve raised roughly $50M to date. Most of that capital has come from our customers. Investors in this round alongside 8VC include Salesforce Ventures, Spark Capital, January Capital, First Trust Capital Partners, Socii Capital, Kindergarten Ventures, Calm Ventures, Gaingels, and more. It’s been an honor to partner with some of the world’s most forward-thinking investors on this journey.

Thank you so much to our team, customers, investors, and supporters. We’re just getting started!

[Gabe Pereyra @gabepereyra]

https://t.co/1c2Dn0vuoX

[General Catalyst @generalcatalyst]

In 2024, we made the unprecedented decision to acquire a hospital system. It was an opportunity to create a blueprint for healthcare transformation to make American healthcare proactive, accessible, and affordable.

@SummaHealth and our Health Assurance Transformation Company (HATCo) revealed their technology transformation stack, partnering with some of our portfolio companies @aidocmed, Clarium, @CommureOs, @poweredbyfabric, @hippocraticai, @judihealth, @transcarent, and @versemedical. @percepta is serving as a transformation partner, unifying the tech stack into a seamless Al-native operating system.

We believe the future of healthcare is health assurance with tech founders and health system leaders working together to reimagine healthcare in the US and beyond.

[Vipul Ved Prakash @vipulved]

Cool to see @togethercompute top the list of fastest growing vendors of summer 2026!

[Brex @brexHQ]

Our summer fastest-growing vendors list just dropped, and the story is: infrastructure won. Turns out the real AI hype isn't the app, it's what's under it.

[Ishan Mukherjee @ishanmkh]

https://t.co/HEYSi5u11N

Everyone thinks Revenue Agents are only for tech companies. Tell that to:

→ The wholesale auto business moving 780K cars/year
→ The $240B oil & metals trader running agents across its gas station fleet
→ The medical device companies winning 30M+ deals with agents

Today, we're opening the platform to companies of all sizes, self-serve.

130 weeks of shipping went into this. Rox Teams productizes the FDE.

Awesome to partner with AI-native teams like @Xbow, @TryPallet, @togethercompute, @upwindsecurity pioneering the charge.

Try it now ↓
https://t.co/DfzpGtKZJD

[Marc Bhargava @marcbhargava]

@ishanmkh @MongoDB @togethercompute @Xbow Congrats on launch! Glad to see this go mass!

[Ishan Mukherjee @ishanmkh]

Rox has been powering Global 2000 enterprises with $5T+ in combined market cap.

Today, we’re putting it in everyone’s hands.

Over the last 2 years, companies like @MongoDB, @togethercompute, and @Xbow shifted investment from legacy CRM and SaaS to Revenue Agents.

But most teams have been locked out.

They lacked in-house technical talent or FDEs required to set up the revenue-specific context, harnesses, and agent systems needed to run Revenue Agents in production.

Today, we launched Rox Teams to remove that barrier.

With Rox Teams, businesses of every shape, size, and vertical can activate Revenue Agents on their own.

Set up in minutes. No FDEs required.

https://t.co/DfzpGtKZJD

& Nolaned this hilarious explainer video 👇