Deen Adzemovic

CEO, Founder CobolCopilot. Previously @robinhoodapp @citsecurities @twilio

[Deen Adzemovic @DeenAdzemovic]

@pmarca quite the Lost Decade we're having

[Neil Movva @neilmovva]

Samir Menon @blintzbase and I are thrilled to announce Sail @sailresearchco ! We build infrastructure for long-horizon agents: inference served at unbeatable prices-per-token for open models, plus sandboxes designed to run for days, weeks, or longer.

We've raised $80M, w/ our seed led by @Sequoia
and series A led by @KleinerPerkins. We're using this capital to build the most efficient infrastructure for long-horizon agents.

What makes agents so different? Unlike a human waiting at a keyboard (top priority: speed), agents need scale, reliability, and sustainable cost. Sail finds this efficiency everywhere in the stack: we carefully choose our chips, write custom inference engines, and run a global controller that fully utilizes every computer in our fleet. Tight integration from silicon to API lets Sail open up the cost / latency frontier to our customers - the most patient agents can now access 10x more intelligence per dollar.

We're excited to be working with great companies like
@parallelweb, @detaildotdev,@Jackandjillai, and @quadrillion_ai to deploy long-horizon agents with trillions of tokens.

Our team is thoughtful in our engineering craft and relentlessly ambitious in our pursuit of peak performance. We previously trained at companies like NVIDIA, OpenAI, Google, and so many trading firms. Now we're ready to do the work that will define our careers, in the most compute intensive market of all time.

Welcome to the era of abundant intelligence. We can't wait to build with you!

[Deen Adzemovic @DeenAdzemovic]

@bencasnocha 😳

[Deen Adzemovic @DeenAdzemovic]

@Merridew__ doesn't make sense in CA/NY where cap gains are taxed at income rates but t bills are tax exempt right?

[sudarshan @ItzSuds]

Oops, Sail’s been too busy serving trillions of tokens to actually use this site.

Founder is @neilmovva & the website is: https://t.co/oeIqhOosMf

[Deen Adzemovic @DeenAdzemovic]

@sailresearchco making waves ⛵️

[sudarshan @ItzSuds]

Cursor acquisition nukes a huge part of the revenue base for the major inference providers.

Going to push them to doing agent inference, but @SailResearchCo already won that market.

Excited for the inference wars to begin (where Sail is going to crush everyone, go work there)!

[Deen Adzemovic @DeenAdzemovic]

@RampLabs this is great

[StripMallGuy @realEstateTrent]

I miss San Francisco.

I miss Crissy Field. The Marina Green.

I miss that walk along the water at sunset, with all that green to your left, the water to your right, and the sight of that huge surreal orange bridge up ahead.

The Italian sandwich spots in north beach. The insane views from Russian Hill.

Getting lost in the Presidio, or Golden Gate Park for hours at a time.

The parrots flying above Alta Plaza Park.

I miss the sand dunes at Ocean Beach.

All those little stores in the mission that sell the most random things that you can’t help but check out over and over again, even though you’re not really sure what they are.

I miss running into some of the best coffee spots in the world everywhere you turn.

The feeling that you’ve gone back in time as you wander through the Haight-Ashbury and walk by stores that somehow survive selling nothing but tie-dye clothes.

I miss hiking around Lands End, in disbelief that place exists on earth.

I miss the time-worn but perfect hole-in-the-wall Chinese food restaurant you can’t get enough of.

I miss walking into the Ferry Building on a Saturday morning and wanting to sample from every single one of those little shops, and then existing out to a picture perfect farmers market along the water.

I miss that stunning downtown view that rises you out of nowhere as you head up highway 280.

I miss the electric energy of a crowded Dolores Park on a sunny day, and guessing just what crazy thing that next vendor is going to walk by with.

I miss the occasional movie at the Castro Theater, and that hilarious vibe as you’re heading inside.

I miss walking up to one of the most beautiful ballparks ever built, and that smell of garlic that sharply greets you as you enter.

I miss the throwback steakhouse vibe of The House of Prime Rib.

Or occasionally putting on my tourist hat and heading down to Fisherman’s Wharf or over to Alcatraz; two places where you’re guaranteed to never run into anybody you know.

I miss zipping down Franklin St and timing it so the lights all turn green just as your car approaches the intersection.

I miss the authenticity of Chinatown.

I miss how the wind sounds as you ride the ferry across the bay to Sausalito. Talk about a bucket list experience.

I even miss hearing those loud kids that crowd The Tipsy Pig all day, screaming at the top of their lungs as that fifth drink starts to hit them.

I miss that it never gets too hot, and that picturesque layer of fog that settles just above the water, even when it hangs around for just a few weeks too long.

I miss the eclectic mix that makes up the people of San Francisco, and the passion they have for their city.

And most of all, I miss the enthusiasm and the optimism, even within a city that has always had its challenges.

The people who live there are there because they know there are better days ahead.

They know they live in a special place.

It’s been down before, but there are just too many great things about it to ever count it out.

San Francisco will be back.

And it will be better than ever.

It’s an American national treasure.

It’s a place we should all be rooting for.

[Yaron (Ron) Minsky @yminsky]

I wonder if we're starting to hit a deflationary era in software engineering. For the first time, we're starting to talk about this in a planning context; it can make sense to put off some projects because we expect they'll be easier to achieve in the future than today.

[Pocket Jacks Capital @rl_env]

Reminder that Claude Code launched end of Feb 2025

Not even 1 full year yet

[Deen Adzemovic @DeenAdzemovic]

⬇

[Scott Stevenson @scottastevenson]

Index investing mania is destroying our ability to price stocks.

Amazing video by @profplum99, who managed Thiel’s macro fund.

https://t.co/dkvsTUDrwy

[Jack Altman @jaltma]

Some sources of alpha that require no real skill:

- having longer time horizons than others
- being much more focused or much more bundled
- believing the consensus thing harder than others
- placing no value on status

[Keith Sakata, MD @KeithSakata]

Your future child’s brain is shaped by your age.

Men’s sperm stem cells divide every 15 days. And more divisions = more copy errors. At 40, you pass on nearly 2x the DNA mutations vs age 20.

Autism, bipolar, schizophrenia.
Delaying kids = a biological gamble.

[Deen Adzemovic @DeenAdzemovic]

one of the coolest startups out there

[Manifest AI @manifest__ai]

Today, we’re releasing Power Retention, a new architecture beyond Transformers.

It enables LLMs to handle millions of tokens efficiently, unlocking long-context applications that were too costly before.

https://t.co/Mdrgz3uBVX

[Deen Adzemovic @DeenAdzemovic]

where is bill gurley

[Deen Adzemovic @DeenAdzemovic]

@smyyguy @TechBroDrip

[Deen Adzemovic @DeenAdzemovic]

@chan_akireddy ebitda accountants HATE him

[Chan Akireddy @chan_akireddy]

happy all-time high day to Robinhood and its 'broken business model' (thanks Coatue!)

[Deen Adzemovic @DeenAdzemovic]

August 2022

Q – Chris Koegel

All right. Thank you, Vlad. So the next question is on the M&A front. So any word on being acquired by FTX or Charles Schwab?

A – Vlad Tenev

Sure. I'll take this one. So, in one word, no. I think we're in a great position as a stand-alone company. I love us as a stand-alone company. We've got a strong balance sheet. We've got an awesome team, and we're delivering on our product road map, as I mentioned, at a pace that we haven't seen before. So actually, I'd flip it on the other side.

We actually see opportunities particularly in this market environment to leverage the balance sheet that we have, that's about $6 billion to acquire companies that can help us accelerate our road map. So we continue to be on the lookout there. And we remain, really excited by the opportunity we see ahead of us.

[Simon @simononchain]

Did you know that SBF bought 56.27 million shares of $HOOD in 2022 for an average of $11.52 per share? That's $648 million for ~7.6% stake in the company.

Fast forward to today: $HOOD is trading at $82.18 per share.

If SBF still owned those shares, they'd be worth $4.6 BILLION.

Plot twist: The DOJ seized them all after FTX imploded, and Robinhood bought them back for $606M.

Guy who preached effective altruism just made the most expensive donation in history.

[Deen Adzemovic @DeenAdzemovic]

Congratulations to my good friends at Browserbase on the Director launch: automate anything on the web, no code required.

(this tweet was sent by https://t.co/j9Y2lL145e)

[Paul Klein IV @pk_iv]

Developers automated the web.

Now everyone can.

Announcing Director and our $40M Series 🅱️