Tony Zhao

Co-founder and CEO @sundayrobotics. Stanford PhD dropout, ex Deepmind, Tesla, GoogleX

[Tony Zhao @tonyzzhao]

Introducing ACT-2 Preview

The first robotics model to unify broad generalization with high reliability. A single fine-tuning example can teach Memo a new behavior that generalizes.

Zero shot, real unseen homes, 99% success rate.

[Dylan Field @zoink]

Breaking news: things are going well.

$FIG Q2 2026 results:

→ $370M in revenue
→ 48% YoY revenue growth rate, the 3rd straight quarter of accelerated growth
→ 136% Net Dollar Retention Rate

[Tony Zhao @tonyzzhao]

@JunyaoShi yeah I feel like im more paranoid about slop folds coming from memo than myself lol

[Tony Zhao @tonyzzhao]

the comment section on our 3 hour (15 hours wall clock) memo folding video is hilarious

[Tony Zhao @tonyzzhao]

https://t.co/HrnbimpR5f

[Camilla Guo @brainstub]

Looking at the first build of the robot we’re deploying to real homes for the upcoming Beta @sundayrobotics, I feel electric with joy

It’s more intuitive, more capable, higher quality, and safer. So much can be accomplished in 6 months

[Conviction @conviction]

friends and family of memo

[Tony Zhao @tonyzzhao]

We are lucky to have you Henry!! 2 years and so much done!

[Henry Yu (Zhanghan) @henry_yu_01]

2 years @sundayrobotics today!

kinda wild I’m still learning faster here day-to-day than I did building my own startup

[Tony Zhao @tonyzzhao]

@brainstub @brexton @MTSlive hahahaha 👁️👁️

[Tony Zhao @tonyzzhao]

Cecilia is a force of nature. So excited to be working with her!

We're building out our Business Strategy & Ops team. If you want to help turn frontier robotics technology into a durable business, Cecilia's team is the one to join.

[Cecilia Zhao @Ceciliazzhao]

Once in a career, a company comes along that you can't just underwrite from the outside. You have to build it. For me, that's @sundayrobotics, where I'm joining as Head of Business.

Autonomous consumer robotics is a generational opportunity, but exceptionally hard to execute. You need rare strength across the full stack: research, product, distribution, and culture.

Very few companies have it all - until I met @tonyzzhao and @chichengcc. I was blown away and knew within just a week that this was the team I wanted to build with.

More importantly, they are incredible humans to work with🫶🏻. The kind of founders who make hard things fun :)

I saw the Sunday magic in my first week: we shipped ACT-2 Preview, a research breakthrough that enables Memo to work reliably in homes it has never seen before. The timeline for home robots is shortening fast.

Grateful to my incredible partners and founders at @generalcatalyst for everything that led me here.

If you want to help bring Memo to every home, dm me. We are hiring 🌻!

[Keval Shah @kevalshah01]

[hiring @sundayrobotics] i'm looking for a strategic projects lead to join my team and build 0-to-1 with me :)

we're pushing to put robots in real homes, and the operational foundation behind that doesn't have a playbook. your job is to build it: take the ambiguous, ownerless problems and turn them into working systems, across data, ML, product, software, hardware, and our 1000+ memory developers.

there's no playbook here. you'd be writing it as you go.

if that excites you (or you know someone who'd be great), reach out or apply below 👇

[Tony Zhao @tonyzzhao]

@SiddhaK51704 Quality is only well defined for successful folds! If you divide the two ns you get 99.1% which is our success rate

[Tony Zhao @tonyzzhao]

Introducing ACT-2 Preview

The first robotics model to unify broad generalization with high reliability. A single fine-tuning example can teach Memo a new behavior that generalizes.

Zero shot, real unseen homes, 99% success rate.

[Shuo Wang @shuooo]

Needed one yesterday.

[Cheng Chi @chichengcc]

So lucky to have you since the beginning of our journey! @saranormous

[Apoorv Shankar @lazyapoorv]

We raised $5.5M to build an AI hardware interface that knows what you want.

The world has changed: we talk to our devices, AI writes our emails, and self-driving cars pick us up.

But how we interact with it all, touchscreens and keyboards, was designed for an age of browsing and searching.

When we do hundreds of tasks a day, now even more with AI, every unnecessary decision, every step spent navigating instead of acting adds up to real cognitive load.

We are building the Hardware Interface, designed for the age of AI.

Private Pilot now open.

Limited spots.

https://t.co/LwJiLsp5KX

[sarah guo @saranormous]

@tonyzzhao 🙏🏽 the easiest first-meeting yes ever was with you and @chichengcc (+@pranavreddy)

grateful to be working with the pioneers at @sundayrobotics. it has reinspired me to believe that creative research (and in this case, full-stack team and mission culture) can solve any problem

[Lulu Cheng Meservey @lulumeservey]

Sarah is three things that rarely coexist in one person: intense, dogged, and fun

It’s a great profile worth your time

[Tony Zhao @tonyzzhao]

@saranormous @colossusmag @mvernal @pranavreddy @igarciacamargo @conviction Grateful to be working with you!

[Tony Zhao @tonyzzhao]

One researcher candidate: “I am more aligned with Sarah on robotics philosophy than with most roboticists.”

@saranormous led Sunday’s seed round in March 2024. What’s striking from day one is how deeply she went into understanding robotics from first principles, instead of relying on loose analogies and what “sounds right.”

Sarah has been consistently supportive since then, with the highest level of integrity and intellectual honesty. She is always available (yes, I don’t think she sleeps), with the most genuine and helpful opinions.

Grateful to be building with her!

[Colossus @colossusmag]

In 2018, Sarah Guo became the youngest general partner in Greylock's 60-year history. She was 28. Four years later, she quit to launch Conviction, a firm staked entirely on AI.

Before ChatGPT shipped, she seeded Baseten and Harvey; each is now worth over $11 billion. In Conviction's first year, she wrote early checks into Sierra, Cognition, and Mistral; those three companies are now worth, together, $54 billion.

Andrej Karpathy worked out of Conviction's office until Anthropic hired him in May. Guo has been close to Jensen Huang for over a decade. Her first two calls after starting the firm were to Sam Altman and Nat Friedman.

And yet the investor closest to the AI frontier is betting against its biggest companies.

The two big frontier labs, worth close to a trillion dollars apiece, no longer just want to build the models. They also want to build every product and company on top of them, leaving nothing for anyone else.

The market is paying as though they might succeed. Of the $300 billion in venture capital deployed in the first quarter of 2026, the biggest quarter in the history of the trade, 65% went to only four companies: Anthropic, OpenAI, xAI, and Waymo.

Guo is betting the labs can't build everything, and she spends her days making sure of it. She won Harvey its first client. She flew across the country to take a single Baseten candidate to a four-hour lunch. On one wedding anniversary, she spent the whole weekend on back-to-back calls, keeping two founders on the line so they couldn't speak to rival firms. Twice a year, she flies the world's brightest young founders to San Francisco and inducts them into the fight.

In the months @domcooke spent reporting this piece, @saranormous had her fourth child, walked the Met Gala in 45 pounds of chainmail, and still answered her founders' texts within minutes.

Guo's parents arrived from China in 1987 with $50, built a company, and took it public at $1.2 billion. Then it went bankrupt. Guo grew up inside that startup. She built its first website, did her homework in a cubicle, and slept over for bug bashes. She loved it.

If two labs build everything, no one gets to do that again.

Welcome to Sarah's Wager. Read it below.

[sarah guo @saranormous]

we gave @colossusmag a look at what @mvernal @pranavreddy @igarciacamargo me & team @conviction are trying to do — find and arm the most extraordinary founders at a moment when technology molds a malleable future

feels like a mission! but yes, acting with belief is also a wager

[𝚟𝚒𝚎 ⟢ 🔁 @viemccoy]

Nobody, not even these guys, has the Neocambrian explosion of substrate independent intelligence priced in. Prepare for a robot in every home.

Not just sooner than we think -- sooner than we are *able* to think.