Aman Kabeer

AI & Data VC @FirstMarkCap, prev @ICONIQCapital, @Yale. Big Sports Guy (@USMNT, @FloridaGators, @Jaguars, @ManUtd). Unapologetic country music enthusiast

[Jonathan Frankle @jefrankle]

Thanks @MarkLevineNYC! We're incredibly excited to continue making NYC *the* center of AI research. NJ is 2-3 months behind NYC, the Peninsula is 4-7 months behind NYC, while SF is 12+ months behind, and other places are even worse.

[Matt Turck @mattturck]

Turning into a fun *week*

* $250M Series E announcement at @gopigment
* $550M Series E announcement at @WeAreLegora

[LM Studio @lmstudio]

We're excited to bring you Flint by @Recursive_SI in LM Studio on day 0!

• 40B MoE, 2.5B active
• 262K token context window
• Apache 2.0
• Trained for local agentic coding model

Requires about 24GB to run locally on your machine, performs impressively on benchmarks.

[Aman Kabeer @amankabeer]

👀👀 peep @daytonaio soaring from #21 in the Summer addition to #4 here

Let @ivanburazin @JukicVedran cook

[Shai Goldman @shaig]

Fastest growing startups per Brex data

[Aman Kabeer @amankabeer]

@TenreiroDaniel Nyc

[Aman Kabeer @amankabeer]

@ivanburazin Thank god for our biweekly syncs @mattturck 😄

[Farsight @farsight_ai]

Every firm has an edge.

The best build on it.

Something new is coming from Farsight. Stay tuned...

[Matt Turck @mattturck]

In an era of tokens, APIs and agents, the world is shifting towards continuous financial planning, and Pigment is the platform for it.

Eleonore, @romain_pigment and the whole @gopigment team are building a very special company. Congrats on the round, proud investors since the seed.

[Matt Turck @mattturck]

Fun day for the @FirstMarkCap family

* Series B announcement at @daytonaio
* Series A announcement at @BabaHQ
* Big launch of @GradiumAI’s new SOTA open source on-device voice AI model
* and just this morning, @synthesiaIO and @RilletHQ officially taking over the NYC subway lol

[Ivan Burazin @ivanburazin]

This morning I was on TITV, @theInformation's daily tech news show, to talk about our Series B and a few other things.

- We’re not a GPU cloud; we’re the execution layer where agents do the work
- We’re not trying to be an inference company either. We partner with inference providers to offer a complete stack to agents
- AWS was built for deterministic software. We built for the probabilistic world agents actually live in
- Security is a baseline. Every sandbox gets it. You configure the size, CPU, RAM, GPU, OS, etc.
- the machine scales up and down mid-run. Your agent gets more power when it needs it and less when it doesn’t automatically
- the Hugging Face breach drove a wave of inbound from people who suddenly understood why sandboxes exist
- Meta ran the post-training execution for their Llama model on @daytonaio sandboxes

This round was driven by one thesis: AI agents need compute to work, and that compute demand is only going one direction.

Great chat @akashpasricha

[Gradium @GradiumAI]

A new frontier for on-device speech.

We're open-sourcing Phonon, a suite of TTS models under 50m parameters, setting a new standard for naturalness and accuracy across languages, with the broadest inference support to date.

Phonon-31m is available under Apache 2.0.

https://t.co/d3qa9qmnzY🧵

[Sarah Catanzaro @sarahcat21]

Voice models *should* run on-device (for privacy and latency reasons); very excited by the OSS release of Phonon

[Aman Kabeer @amankabeer]

@daytonaio @FirstMarkCap @patrickc @tobi @AravSrinivas @BrendanFoody @oliveur Beyond honored to double down and continue partnering with the best team out there 🚀🚀🚀

[Aman Kabeer @amankabeer]

Beyond honored that @ivanburazin & @JukicVedran allowed us to double down and lead @daytonaio's Series B from the inside

It's difficult to put into words how well this team has executed to achieve the ridiculous growth we've seen over the past year, & even more difficult to encapsulate the standard of customer care (& love) they've maintained at that scale

Agents will increasingly need their own sets of primitives & services, beyond just compute, in the coming decade. The Daytona Agent Cloud will be the place they come to find them 🚀🚀🚀

[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.

[Aman Kabeer @amankabeer]

How bout them Gators

[Florida Gators Football @GatorsFB]

FOR THE ORANGE AND BLUE 🎵

[Jaime Morgan Hitchcock @jaimemh]

Launch week wasn’t long enough.

28.3x the point reads of RocksDB, in memory.
7.95x on disk, with synchronous durability.
77.2% on BEAM at 1M tokens. 57.1% strict.

Next week: @SurrealDB 4, SurrealFS, SurrealDB Earth, and more.

[FirstMark @FirstMarkCap]

Thank you to all of the wonderful founders and friends of FirstMark who joined us at Dante last night for the 2026 Founder Dinner. It was a fantastic night for all of the FirstMark community. See you next year! 🗽

[SurrealDB @SurrealDB]

Launch week wasn’t long enough. So next week, we ship even more.

SurrealDB 4, SurrealFS, SurrealDB Earth, and more.

Simplicity or scale?
Transactions or speed?
Yes.

Stop choosing.

[Tobie Morgan Hitchcock @tobiemh]

Great day at the @FirstMarkCap CEO Summit. Top sessions from @harleyf, @profound, @clay, and @glencoates.

Thank you, as always, @FirstMarkCap.

[FirstMark @FirstMarkCap]

FirstMark CEO Summit today feat the iconic @harleyf of @Shopify, Mark Ebert of @profound, Alex Buder Shapiro of @clay, and @glencoates of OpenAI 🚀

Always an incredible day bringing the FirstMark family together under one roof!