Dan Garon

co-founder, ErthAI. formerly zynga, workplay ventures, reinvent capital.

[Dan Garon @dangaron]

such an incredible read

excited to see what rob cooks up

[WIRED @WIRED]

With $500 million in funding and a reported $2.5 billion valuation, Flourish wants to reinvent AI by putting real neurons under the microscope. https://t.co/NaPKCRprkW

[Alec Stapp @AlecStapp]

This new research on US unicorn startups is really interesting.

Some key facts from the report:

1. Immigrants founded or cofounded 455 of America’s 775 privately held billion-dollar startups, equal to 59% of all US unicorns.

2. 66% of all US unicorns were founded or cofounded by immigrants or the children of immigrants.

3. 79% of US unicorns have either an immigrant founder or an immigrant in a key leadership role.

4. The 455 immigrant-founded US unicorns have a combined valuation of $5 trillion.

5. That $5 trillion valuation is larger than the total stock-market value of companies listed in all but 7 countries.

6. Including immigrant-founded unicorns that went public since 2016 pushes the total value above $5.8 trillion.

7. The number of immigrant-founded US unicorns rose from 50 in 2018 to 455 in 2026.

8. 24% of US unicorns have a founder who first came to America as an international student.

[Sean Cai @SeanZCai]

Adding Harvey to the list of app layer companies, joining Ramp, Sierra, Decagon, etc, who are devoting some level of dedicated effort to join Cursor in approaching positive gross margins decoupling themselves from frontier model providers as the marginal cost of post training goes down.

The marginal unit of intelligence's value from the next model release, while being valuable, is being supplanted by harness-level differences in model performance, increasing ability to traverse the performance-cost-latency pareto curve with post-training infra advancements, and the simple fact that when one runs practical benchmarks (and not all the toy benchmarks around nowadays), GLM and latest MiniMax are at Parity or exceed Frontier Models on an absolute basis on many tasks (more on this in state of data May, a bit delayed).

Ofc ik Harvey has been toying with rlaas vendors for a while and their finetuning efforts pre big rl wave weren't incredibly well received, but I generally find that most app layer ai companies with some elite engineering talent will be seriously exploring post training their own small models, at least in conjunction with systems that use frontier models as above head orchestrators.

That some of them reach out to me on advice for procuring rl datasets from rl env companies is reifying evidence of that.

[Dan Garon @dangaron]

@kane Stimulus for the local economy

[Basic Apple Guy @BasicAppleGuy]

macOS California Release Location Map

[Dan Garon @dangaron]

@andrewdsouza @boardyai Posting on x

[Dan Garon @dangaron]

congrats nick!

[Nick Donahue @PrimalNick]

A few years ago, I was helping people design and build custom homes.

I expected the hard part to be construction.

Instead, I became obsessed with something that happened much earlier.

People had questions about what was possible, but getting answers often required weeks or months of work.

Then AI started making it dramatically easier to explore possibilities in other creative domains - images, music, video, coding.

It made me wonder:

What happens when exploring architecture becomes easy too?

That's what eventually became Drafted.

We believe AI can make it dramatically easier for people to imagine, explore, and ultimately shape the physical world around them.

[mark pincus @markpinc]

We’re open-sourcing Stem Studio, our 3JS game engine today.

This is a browser-based 3D multiplayer game engine and dev studio based on the idea that game dev should become more open, remixable, and web-native.

AI will make it easier to create games. But shared building blocks will make it easier for developers to build on top of each other.

Stem Studio is MIT licensed, JavaScript-based, and built for browser multiplayer 3D worlds.

Code is here: https://t.co/PRNy6sb7ji
Fork it, break it, remix it, and show us what you make.

[Dan Garon @dangaron]

@levelsio Switch hotels?

[tae kim @firstadopter]

Demis Hassabis, Elon Musk, and Jensen Huang all have one thing in common: THEY LOVE VIDEO GAMES. If you don't play video games growing up, you're NGMI.

[Dan Garon @dangaron]

What happened to TBPN?

seems to have vanished from tech twitter…

[Dan Garon @dangaron]

@shevereshtus 💯

[Dan Garon @dangaron]

the future of journalism

vibe code the news

[JoeVezz @joevezz]

Interactive map:
https://t.co/qdvl7L5sBM

[Dan Garon @dangaron]

@dinkin_flickaa @nikitabier One option should be a text box input

[Dan Garon @dangaron]

congrats @Bencera !

[Ben Cera @Bencera]

Polsia just raised $30M at a $250M valuation.

Approaching $10M annual run rate.

One Founder + AI. Zero employees.

Polsia runs companies autonomously.

It also ran its own fundraising.

I just showed up for signatures.

[Dan Garon @dangaron]

does this mean Tirzepatide isn’t any better — it’s really all dose dependent?

[The Wall Street Journal @WSJ]

The company said the majority of the weight loss—around 84%—came from losing body fat while preserving muscle function and improving muscle health https://t.co/sLZeqLrsge

[Dan Garon @dangaron]

@paulg @david_perell What would he do?

[Redbud VC @redbudvc]

https://t.co/5g94zxm3MH

[Dan Garon @dangaron]

@PalmerLuckey @rsg The Framers wanted it this way

[Fotis Chantzis @ithilgore]

We’ve spent a lot of time on the framework underneath Codex, so it can move quickly on routine work while stopping for review when the risk changes.

Here’s how we use sandboxing, approvals, network policy, and telemetry to run Codex safely @OpenAI:

https://t.co/SXsYDARw40