Good morning builders ☕️
This week we’re working on Orceum Store.
The idea is simple:
Instead of opening 20 apps to get work done,
connect your apps once and talk to them through a single conversation.
Still early.
Still building.
Curious:
What’s the most important thing you’re working on this week?
Introducing Sakana Fugu: A full multi-agent orchestration system accessible via a single model API.
Our ‘Fugu Ultra’ model matches the performance of Fable and Mythos, delivering frontier capability without the risk of export controls.
Try it: https://t.co/hhO6qTawgb 🐡
A few weeks ago, Orceum was just an idea on a whiteboard.
Today:
• Accepted into NVIDIA Inception
• Approved for AWS Activate
• Shipping new product experiences weekly
Still early.
Back to building.
I scheduled a meeting with AGU for 2 PM tomorrow using Orceum.
Then I said:
“Give me a reminder by 1 PM so I have a heads-up.”
It understood the context and handled it.
This is what AI assistants should do:
Not just answer questions.
Actually get things done.
Most AI assistants stop at answering questions.
Orceum takes action.
Schedule meetings.
Send emails.
Find files.
Update apps.
All through a simple conversation.
We built the first AI operating system that lets people get work done through conversation, instead of switching between dozens of apps.
The interface is changing.
Apps become infrastructure.
Conversation becomes the operating systems.
Okay this is genuinely insane.
SpaceX just unveiled a satellite whose only job is to run AI. Not internet. Not GPS. Just compute, floating in orbit.
It's called AI1, and the reason behind it breaks your brain.
AI data centers on Earth are hitting a wall, not a chip wall, a physics wall.
They need staggering amounts of power and water just to stay cool, and we're running out of grid and land to build them.
So Musk's answer is: stop building them on Earth.
In orbit, the sun never sets. Free power, 24/7. No water for cooling, you just radiate heat into the vacuum of space. The two things choking AI on the ground barely exist up there.
And here's the wild part: Musk says it's easier to build than a Starlink satellite. Strip out the complex antennas and it's "a lot of solar cells, a radiator, and some laser links."
One AI1 carries the compute of an Nvidia GB300 rack, the same hardware data centers fight over down here.
AI1 is just the first one. The plan is a constellation of up to a million of them.
And the timing isn't an accident, SpaceX goes public this week at a ~$1.75 trillion target. This isn't a rocket company anymore. It's positioning itself as the power grid for AI, in space.
The race for AI compute just left the planet. Literally.
@SpaceX
I was once pitching in a board room at a top 3 VC firm for a $15M Series A.
12 people in the meeting. One of the GPs fully fell asleep. Out cold for 30+ minutes. Nobody acknowledged it. Everyone just kept going.
I kept presenting my Series A slides to an unconscious man in a Herman Miller chair and somehow that was considered normal. That's venture capital.
You might fly across the country to perform for people who may or may not be conscious.
It's a dance.
And sometimes you lead and sometimes you follow and sometimes your partner is unconscious.
If you're raising right now, just know: every founder has a story like this. The process is weird. The power dynamic is weird. You're not crazy for thinking it's weird.
No one talks about it because they want to continue raising. But I'm happy to stick my neck out there.
It is weird.
AI can now make you a great parent.
Introducing Ollie: the world’s first AI family assistant that manages your family life better than any human.
Here’s how it works:
Today, we're introducing Lassie and $47M in funding led by a16z.
We're building AI that runs small businesses, starting with doctors' offices.
Lassie is already trusted by 700+ practices across the country, working autonomously to provide them with 30 hours of labor per month.
To get here, we first had to leave Robinhood and Superhuman to work in offices ourselves.
Here's how that went.