Pace Capital

@jordancooper @cpaik @AryanNNaik @fkpxls

[Tina He @fkpxls]

More Daytona @PaceCap

If the Daytona team were an LLM, people would write papers on how to train them. It’s only fitting that so much RL is now running on their computers, when the founders themselves are RL machines.

[Daytona @daytonaio]

Today we're announcing a $60M Series B at a $1B valuation, led by @FirstMarkCap to build the agent cloud.

The round also saw participation from some top-tier founders, including @patrickc (Stripe), @tobi (Shopify), @AravSrinivas (Perplexity), @BrendanFoody (Mercor), @oliveur (Datadog), @adamdangelo (Quora) and @ericsyuan (Zoom).

Full announcement👇

[Ivan Burazin @ivanburazin]

@daytonaio @FirstMarkCap Glad to have the continued backing of @PaceCap, @upfrontvc and @e2mindset

This round also saw participation from @QualcommVenture, @SamsungNext, @okta ventures, @EverGreen_Ntwrk, @alumniventures and @torch

Read more: https://t.co/mZvhTUTcD8

[Pace Capital @PaceCap]

@ivanburazin @daytonaio @FirstMarkCap Congratulations Ivan! We are excited for what’s to come!

[Ivan Burazin @ivanburazin]

We just raised a $60M Series B at a $1B valuation to build @daytonaio into the Agent Cloud.

@FirstMarkCap led the round, with all key existing investors and angels doubling down.

We're also thrilled to welcome the founders of some generational companies aboard, including @patrickc (Stripe), @tobi (Shopify), @AravSrinivas (Perplexity), @BrendanFoody (Mercor), @oliveur (Datadog), @adamdangelo (Quora) and @ericsyuan (Zoom)

We're a 35-person team. But that's about to change; we're hiring across the board, and we'd love for you to join us.

[Aryan Naik @AryanNNaik]

Many curves are actually just straight lines; you can't even tell where a paradigm shift happened: the compute buildout, Moore's Law, etc.

So how fast are other curves compounding? And which markets are on the precipice of something happening?

I tried to answer that by building this, inspired by Ray Kurzweil’s “The Law of Accelerating Returns.”

https://t.co/1esOy6VMSl

[Pace Capital @PaceCap]

Explore Peggy's full artifact here: https://t.co/uezOgVmAmy

[Pace Capital @PaceCap]

What happens when you put 16 leaders across tech, defense, media, and public health in a room, give them competing incentives, and ask them to navigate an AI crisis?

Can a game expose the decisions we’d actually make when our interests collide?

[Pace Capital @PaceCap]

To explore these questions, Peggy designed a three-round simulation game: Trust Fall.

In the room: a NPR host, a NYU economist, a public health leader, a frontier AI researcher, and those coming from defense, education, and VC are all fighting limited resources: money, trust, and attention.

The game felt socratic -- who’s accountable for a thought an agent produces? Who has an incentive to *actually* slow down?

It's also predictive. From first principles, the room was able to get to an outcome that necessitates a neutral 3rd party audit firm the same way that things are playing out in real life!

[ComfyUI @ComfyUI]

Comfy API is live

Point it at a workflow JSON and it handles the rest:

→ Resolves your custom nodes, models, LoRAs, and Python deps
→ Pins it all, ComfyUI version included, into a versioned Build
→ Cuts an immutable release, so what you test is what ships
→ Deploys as an autoscaling endpoint on RTX PRO 6000, H100, H200, or B200

Click the link below to deploy your first workflow and learn more with our blog ⬇️

[ollama @ollama]

Ollama now supports Jev-like decision models all locally.

Use decision models like Nimble for tasks like ticket triaging, model routing, and content moderation.

ollama pull nimble

Here’s Nimble playing Ollama racer through the new local /v1/systemone API by making decisions in real-time. 🏎️

[Cline @cline]

Trending on OpenRouter and climbing the ranks to #2 top coding agent after our desktop app release!

[Aryan Naik @AryanNNaik]

Things I read this week

[ComfyUI @ComfyUI]

Comfy Router is live

One API for frontier image, video, 3D, and audio models.

Same model string. Same arguments. No new SDK, no new key, no redeploy.

What Comfy Router gives you:

→ Explicit routing. You name the provider, we call that provider. It's down? The request fails there. No silent fallback.

→ Every job returns the provider that ran it. Log it, bill it, debug it.

→ Async. submit() returns a request ID immediately. The queue retries 429s and transient errors until a slot opens. subscribe() submits and polls to completion.

→ Batch-friendly. Queue a few hundred jobs, hold the IDs, pull results as they land. Nothing blocking on a 5-min video render.

→ 24h retention on inputs and outputs, then deleted.

→ Comfy credits. No sub, no Router fee.

Providers at launch: Comfy. Runware, Wavespeed, Fal, Higgsfield. Multi-provider where the model supports it.

Get Your API Key with the link below. ⬇️

[Tina He @fkpxls]

Getting the size of the market right doesn’t tell you who captures the most value.

Introducing AI Perez: our attempt to make sense of shifting bottlenecks, and who benefits, through Carlota Perez’s framework.

https://t.co/4pGsiWOHeW

[Cline @cline]

Introducing Cline Desktop - a native interface for working with open weights models.

Use with ClinePass and all our free models like DeepSeek-V4.1-Flash, Musespark-1.3, or BYOK with any provider!

[Aryan Naik @AryanNNaik]

Periodically, I try to share my favorite corners of the internet.

This round, I’ve learned how North America went from 144 time zones to 4, LEGO games' realistic environments, and what if every election went the other way.

[Chris Paik @cpaik]

Josh's insight here is unique because he's had the best seat in the house for years. The browser is both a utility and a leisure tool, and the team at @browsercompany has seen exactly how people use it.

Consumers want their leisure amplified. They don't want productivity! Productivity has to be found, and finding it is *work*. Education is work. DIY is work. And an agent asking you a question is really the agent handing you a microtask. Very few people want to manage and even fewer want to be interrupted in order to do it. It's the same reason notifications have such a narrow band where they help before they annoy.

Meanwhile the For You page is the most successful consumer agent ever built and yet no one calls it one. It runs inference on your behalf constantly, makes thousands of decisions a session, and asks you for absolutely nothing.

That's where consumer is headed. Companies using AI to spoonfeed people more of the leisure they already want, not doling out microtasks.