Atli Thorkelsson

talent boi @redpoint. @CalMRowing alum, Bay Area lifer

[Railway @Railway]

Has a developer you know lost their peace?

Is that developer you?

[Renee Shah @reneeshah123]

Sail Research (@sailresearchco) is building an inference platform for long-running agents. We're excited to share our $20M investment in Sail, as part of their $80M Seed & Series A round, alongside our friends at Kleiner, Sequoia, Theory, and several other fabulous co-investors.

@neilmovva and @blintzbase are generational founders – highly technical, customer obsessed, and shipping fast.

Agents will consume far more tokens than humans, and an inference engine for agents requires different design decisions at every layer of the stack – running across heterogeneous hardware, writing custom kernels, and pausing, resuming, and forking entire VMs, including open network connections. The result is better primitives for developers building long-running agents, higher throughout, and lower costs.

I’ve gotten to know much of the founding team at Sail, and every member of the team could be a founder on their own. To capture the vibe of the team, we at @Redpoint spent a day at Sail’s offices filming a short documentary on the company’s mission. Neil and Samir are wildly articulate, so hear them in their own words, and reach out if you’d like to work at Sail!

[Jacob Effron @jacobeffron]

I sat down with @arimorcos and @_RobToews for our recurring AI vibe check. We got into the tenuous future of open source models, the latest in the lab wars and some really interesting future implications of the compute crunch. It's been far too long since we did one of these and I always have fun jamming with these two. This time we hit on:

▪️ Why near-frontier open weight AI may be disappearing
▪️ Will compute constraints push labs to suspend their own APIs
▪️ Frustrations around Fable
▪️ OpenAI’s future
▪️ Where we are with Recursive Self Improvement and its implications

We also hit on Cursor/xAI, ASML competitors and a ton more.

0:00 Intro
1:40 Coding Agents Cross a Threshold
3:29 Is Open-Weight AI in Retreat?
7:37 Cost Crunch & Scaffolding
12:13 The "Apps Are Cooked" Debate
16:37 Sam Altman Under Scrutiny
19:44 Anthropic's Fable Backlash
23:24 How Big a Step Change Is Fable?
26:50 What's Going On at Google?
33:20 Could the APIs Go Away?
34:11 Breaking the Semiconductor Bottleneck
35:42 Beyond EUV: Atom & X-Ray Lithography
37:23 Implications of a Compute Shortage
40:20 Do Alt Chips Actually Help?
43:43 SpaceX, xAI & the Cursor Acquisition
48:50 How Close Are We to RSI?
52:21 Quickfire

YouTube: https://t.co/Y1gLQ42INw
Spotify: https://t.co/NIKvxtaQq7
Apple: https://t.co/9jx67XidOJ

[Redpoint @Redpoint]

We're honored to deepen our partnership with @modal and co-lead their $355M Series C!

When @bernhardsson and @akshat_b started Modal in 2021, they had conviction that building a truly great cloud for AI meant rebuilding the entire stack from the ground up. Five years later, that bet has paid off.

Erik built the recommendation system behind Discover Weekly at Spotify. Akshat was an early engineer at Scale AI before joining Erik as co-founder and CTO. Together, they've assembled what one engineer affectionately calls "a monastery for super nerds" and it shows in the product.

Modal has become the high-performance cloud that serious AI teams reach for when they need to ship. We couldn't be more excited to continue backing them.

Huge congratulations to Erik, Akshat, and the entire Modal team!

[Wander @wander]

Today, Wander turns 5 years old.🎉

To celebrate you helping us make it here, we’re giving away a free trip to one of our 5 original properties.

To enter, simply reshare this post and tag the person you’d want to go on an adventure with in the replies.

[Redpoint @Redpoint]

When @loganbartlett and Enzo first met the @aaruHQ team, they immediately sensed that something special was happening. The combination of the team's clarity of thought, the customer love we heard, and Aaru's ability to fundamentally rethink how organizations conduct customer research was exactly what we were looking for.

[Redpoint @Redpoint]

We're ecstatic to be leading @joingoldenchild's $25M Series A.

Golden Child is building something different: a fresh food system designed from the ground up.

[logan bartlett @loganbartlett]

Max is an incredible entrepreneur and his clarity and vision for the company has it pacing to be a truly generational business. It's on the fastest trajectory I've ever seen and I expect it to be the category leader when all is said and done.

[Jake @JustJake]

We’ve raised a $100m Series B

Every person will become a developer. This requires deleting the drudge work of deploying software

So, we’ve built the worlds first intelligent cloud provider

Because we believe in unburdening the ambitious

https://t.co/yxosiP8JVt

[Redpoint @Redpoint]

We're thrilled to lead Function Health’s (@function) $298M Series B and partner with Jonathan Swerdlin (@swerdlin) , Mark Hyman, MD (@drmarkhyman), Neil Shah, Pranitha Patil, Seth Weisfeld and team.

Function is redefining preventive healthcare by making comprehensive health insights accessible to everyone. Through routine whole-body lab testing, advanced imaging, and access to world-class physicians, Function empowers members to pursue 100 healthy years.

The founding team brings together deep healthcare expertise and personal conviction. They've lived through health challenges that shaped their mission: to place exponential health technology directly in patients' hands while putting privacy first.

🎉 Congratulations to the entire Function team. We're honored to partner with you as you help people own their health and pursue a lifetime of feeling their best.

[Redpoint @Redpoint]

We’re excited to continue our support in @Modal's $87M Series B. Congrats to @bernhardsson, @akshat_b, and the entire Modal team!

In just a short time, Modal has become the engine behind some of the most ambitious AI teams. Customers like @lovable, @scale_AI, @SunoMusic and @substack rely on Modal to power their core products, and the platform is quickly becoming the default for AI-native builders who want to move fast without infrastructure bottlenecks.

Erik and Akshat are seasoned builders with a relentless focus on developer experience and technical excellence. Their pursuit of truth and tireless drive to be exceptional are at the heart of everything Modal is creating. It’s no surprise that Modal has quickly become the go-to choice for scaling AI workloads.

Shoutout to @patrickachase for leading our investment, and we’re excited to welcome @Lux_Capital and others in supporting Erik, Akshat, and the Modal team on this journey.

[Rox @rox_ai]

6 months, 25 million revenue agents & 3 trillion tokens later... Rox is now globally available 🌎

Just as coding agents 10x’d engineering, revenue agents 10x customer work.

With Rox, humans are evolving to orchestrators while agents manage the end-to-end customer lifecycle.

Even in Beta, Rox powered Global 2000 leaders in banking, hardware, construction, and sovereign AI, while serving dominant AI winners like @tryramp and @cognition.

Rox delivers ROI in 90 days and is built with the best.

Thank you to @OpenAI, @nvidia, @perplexity_ai, @awscloud, @vercel, @Snowflake, and @stripe for helping us scale.

[Jacob Effron @jacobeffron]

So excited to announce our investment in Augment, the AI productivity platform for logistics. We’re thrilled to partner with @habbott and the amazing team. More on Augment’s compelling vision:

[Nicolas Sharp @nicolasosharp]

Really excited to share that @attio has raised $52m in Series B funding, led by GV with participation from @Redpoint, @Balderton, @PointNineCap, and @01Advisors.

Over the past two years, we’ve seen rapid growth. 5,000 customers now run their GTM on Attio, including @lovable, @meetgranola, @modal, @replicate, @railway, and @public. We’re also on track to 4x ARR this year.

CRM is entering its most exciting era. AI is reinventing the interface, killing manual work, and finally capturing customer context in full. But that’s only half the story.

CRM isn’t just another tool. It should be the backbone of your GTM stack. If you want to scale, you need a CRM you can actually build on.

This is our vision for Attio. We’re building a true AI-native CRM platform that can run code, integrate anywhere, and give every team the freedom to build their own applications, functionality, and GTM systems. Fully programmable, endlessly extensible and built for scale.

If you can imagine it, you can build it.

Grateful to my co-founder @byteofbits, and to the support of our investors: @mcbmichael (joining our board), @alexbard, @wanderingvc, @ric0seq, and @dickc.

And most importantly, to our team, who’ve made all of this possible.

The journey is just beginning. Back to building.

[Attio @attio]

Big news: We’ve raised a $52m Series B!

The round was led by @GVteam, with participation from @Redpoint, @Balderton, @PointNineCap, and @01Advisors.

This raise accelerates our mission to deliver the AI-native CRM for the next generation of GTM builders.

CRM has been the backbone of B2B for decades, but it’s been stuck in the past far too long.

With Attio, we’re changing that. We’re building a platform that understands every customer and let teams build GTM exactly as they need, at scale.

Over 5,000 customers, including companies like @meetgranola, @lovable, @modal, and @replicate, are already running their GTM on Attio. And we’re just getting started.

A huge thank you to our customers and partners for building with us.

Read our announcement for the full details → https://t.co/RdW2soh2bv

[Zed @zeddotdev]

Zed has raised a $32M Series B, led by @Sequoia.

We’re full speed ahead making a great editor, but there’s a bigger picture: we're building DeltaDB, a new kind of database for collaborative coding.

Early days, but the vision is clear: https://t.co/flEYYMxwWh

[Redpoint @Redpoint]

Four Redpoint companies were named to Forbes Next Billion-Dollar Startups 2025

Here’s a quick look at what they're building:

◼️ @AcuityMD helps medical device manufacturers find the right physicians using de-identified data for 325M+ patients—powering everything from brain-computer interface trials to surgical tool launches

◼️ Collate uses AI to automate life sciences paperwork that typically takes months, completing it in days for clinical trials and FDA approvals

◼️ @livekit provides the real-time audio/video infrastructure behind ChatGPT's voice mode and 25% of US 911 emergency calls

◼️ @BuildWithMotif brings AI-powered design tools to architecture—like "Figma for architects"—helping firms collaborate on intelligent buildings

Congrats to @MikeMonovoukas , @r__coe_ , and Lee Smith of @AcuityMD , @jigishjpatel, and @nateps of Collate, @dsa and @davidzh of LiveKit, and @amarhanspal and @brianpmatthews of @BuildWithMotif recognized on Forbes' annual list of the 25 venture-backed startups most likely to reach unicorn status.

These founders are building the critical infrastructure that powers innovation across healthcare, emergency services, life sciences, and construction. We are excited to support them as they scale to transform entire industries.

Congratulations to all teams on this recognition! 🎉

[Redpoint @Redpoint]

The era of “hire fast, grow fast” is over.

Smart founders in 2025 are optimizing for talent density, not headcount.

Just dropped: The State of Talent 2025 report by @AThorkelsson and @pavecomp.

With…

- Entry-level hiring collapsing
- AI companies offering equity packages 20-30% higher than non-AI counterparts
- & competition for technical talent heating up fastest

Here’s the latest data on how top startups are navigating team design in an AI-transformed market.

A few takeaways that stood out that every founder (and startup employee) should know👇

Link to full report: https://t.co/8s7onudw19

[Coder @coderhq]

From cloud development environments to agentic infrastructure, Coder is Open To Build

We are an AI software development company on a mission to make agentic AI a safe, trusted, and integral part of every software development lifecycle. Now we look the part.

Join us to discover the future of software development July 7-11 https://t.co/vRC6o6vFYd

[Atli Thorkelsson @AThorkelsson]

@rajan_sheth @waqasmakhdum two of the best in the game!