Dan Moroz

chief economist @exaailabs, prev econ/cs phd at harvard and research at chainlink

[Gaby Goldberg @gaby_goldberg]

Some of the most powerful communicators in Silicon Valley are economists and researchers by training.

@arakharazian, @tamarawinter... @dmoroz joins a great crew and I predict we'll see more of these roles emerge at startups moving forward.

[Dan Moroz @dmoroz]

@katiekirsch 👋

[Dan Moroz @dmoroz]

Excited to share that I joined Exa a few months ago as chief economist.

I met @WilliamBryk and @jeffzwang when they were undergrads, and it’s a great adventure to join them in the AI search space after years of following along.

A big part of my phd was on oracle design, and a fun realization for me was that Exa was like an oracle for AIs. When an AI is unsure about something, it uses a search tool like Exa. And as the search tool for products like Devin, Cursor, and Legora, we have a rare vantage point on this frontier.

Today we launch Exa Snapshot which lets anyone query our historical web index. It has critical applications in RL model training, AI forecasting, backtesting, reproducible LLM evaluation, etc. If you’re interested in using us for any of that, or if you’re working on related research, please dm.

[Exa @ExaAILabs]

We built a time machine for the web.

Introducing Exa Snapshot: an index of 400 billion historical snapshots of webpages that lets you search as if it's the past.

Snapshot is already being used for backtesting prediction models, RL at labs, exploring the pre-AI web, and more.

[Jeffrey Wang @jeffzwang]

Stripe -> Financial infra
OpenAI -> Intelligence infra
xAI -> Compute infra
Exa -> Information infra

[lil c @seclilc]

AI;DR

(AI; didn’t read)

[Dan Moroz @dmoroz]

@zooko Is it possible that this exact screenshot shows a partial hallucination? That paper seems to have different authors when I look it up https://t.co/nMbgQCA2PK, and on your original query, my search seems to think that this paper is more likely https://t.co/TNzqFFrn3q

[Dan Moroz @dmoroz]

I spent hours during my phd fighting the search box, looking for papers where I knew the flavor of result but couldn't remember the title or authors. Finally we have a new kind of lens

[Will Bryk @WilliamBryk]

Today's release gives any AI agent SoTA retrieval over 300m+ research papers.

Traditional tools like Google Scholar have very low recall -- you'll always have FOMO about papers you missed. Exa Publications fixes that.

You or your agent can now be comprehensive about things like:
- "research published in 2026 on training web-search agents with RL"
- "foundational work on using Floquet engineering to create topological phases in ultracold atoms"
- "papers from the 1970s examining whether dietary cholesterol wouldn't harm primate arteries"

This required careful tuning on the index and retrieval side -- ingesting 300m+ research papers + 30m authors, large-scale OCR over pdfs, finetuning embeddings for complex queries, and some knowledge graph algorithms.

We're methodically structuring the world's information for agents. First companies, then people, then code, now research papers, and soon many other sources of data.

[frankie @FrankieIsLost]

"What is the charge? Using an open source model? A succulent Chinese open source model?"

[Dan Moroz @dmoroz]

@TheSaunaDao 👨‍🍳 🍳🔥

[Dan Moroz @dmoroz]

Pundits today are critically lacking skin in the game. This is the future

[Vistadex @Vistadex]

Prediction markets tell you what might happen. They don’t tell you who to believe.

We’re fixing that with claim markets.

Claim markets translate what people say into prediction market predictions to determine who is signal vs noise.

The global leaderboard for who is right ⚖️.

[Dan Moroz @dmoroz]

@lreyzin Effects could be counterintuitive.

Numbers of pro chess players and pro software engineers worldwide are both at all-time highs

[Dan Moroz @dmoroz]

Only after talking with Will and Jeff a couple years ago did I realize how tightly Google restricted its search queries. It’s hard to get more than 10 blue links at a time because that throttling is what keeps the ad click revenue flowing. Agents need to do orders of magnitude more searches with orders of magnitude more results per search.

Exa has been building that vision for 5 years, incredible foresight and well deserved win. Congrats @williambryk and @jeffzwang!

[Jeffrey Wang @jeffzwang]

Exa raised $250M at a $2.2B valuation, led by a16z, to continue organizing the web for agents:

- Exa now serves search to Cursor, Cognition, Openrouter, 5000+ other companies, 500k+ developers
- We’re SOTA in many important verticals (code, companies, people, news, more very soon)
- We make agents smarter and cheaper by returning 90% less text with little to no tradeoff in RAG quality
- We’re building out web agents that are Pareto optimal on price x performance x latency, possible because we own our search stack fully end to end

We used to tell candidates that without innovation in search, we may live in a world where we have both AGI and fake news. Funnily enough, I think that we’ve now been living in such a world for quite some time. With this funding, we should be able to dramatically improve the state of information in society.

🚀🚀🚀

[Dan Moroz @dmoroz]

Big win for @Deloitte. Matt and team are deep thinkers and talented builders in the crazy world of crypto infra. The Institutions are here. Congrats @mcutler!

[Matt Cutler @mcutler]

News to share: the Blocknative team has joined Deloitte. It's been eight-plus years. Thousands (more?) of conversations. Too many talks, panels, blog posts, and podcast appearances to track. A team that refused to ship anything we weren't proud of. Grateful for each and every one of you. Onward. 🫡

[Dan Moroz @dmoroz]

@thenarrator Claim Markets https://t.co/ThNPv4Pemw

[Vistadex @Vistadex]

Introducing claim markets

Claim markets translate what people say into prediction market positions in real-time.

Track the performance of claims made by Nate Silver, Stephen A. Smith, Vitalik Buterin, and others.

[Dan Moroz @dmoroz]

@pmarca Claim Markets https://t.co/ThNPv4Pemw

[Vistadex @Vistadex]

Introducing claim markets

Claim markets translate what people say into prediction market positions in real-time.

Track the performance of claims made by Nate Silver, Stephen A. Smith, Vitalik Buterin, and others.

[Dan Moroz @dmoroz]

Proud of this sharp team building the future of DeFi (and Fi)

[kaledora @kaledora]

a year ago @contrarianmarco and i sketched something on a piece of paper and called it "phase two." today it's live!

this launch is the biggest one in ostium's protocol history so far. it's the first time onchain perps connect to traditional markets.

thankful to our institutional partners and super proud of the killer team we've assembled, particularly over the last 4 months, to make this happen.

we've come a long way from the nerdy college kids who started ostium out of my dorm room - here's marco and me the day we got our first check! and yes, he wore collared shirts even then, although now he wears a suit and tie every single day without fail :)

[Prophetic @PropheticAI]

Today we are launching two revolutionary products: Dual and Phase.

These devices will enhance how humans dream.

Prophetic Dual retails for $449 and starts shipping at the end of this year.

Prophetic Phase retails for $1299 and starting shipping middle of next year.