Bradley Horowitz

@ Wisdom Ventures, Board @circle, angel investor

[Tony Fadell @tfadell]

25 years ago today, we introduced the iPod. 1,000 songs in your pocket.

A small team. An unforgiving deadline. We had months to bring the hardware, software, and music experience together. Proud of what we built and that it means so much to people still today. A device that has been woven in many ways into our lives. People have filled their iPods with road trips, breakups, workouts, special occasions with family and friends.

How cool that the iPod has become part of culture and our stories. 25 years, it’s hard to believe! Celebrating the team that made it happen today 👏

@StevenLevy was there from the start @WIRED https://t.co/roUEC6K55t

[immad @immad]

Excited to announce @Mercury crossing $1bn/yr in revenue and 450k customers.

Just getting started! https://t.co/gqSlNgDwHf

[Linearity @linearityhq]

Today we killed the template.

Introducing Linearity AI. One sentence gives you a full campaign designed from your brand. Our vector engine built over the last decade makes your designs pop in your colors, fonts, branding while still being fully editable.

🧵👇

[Techmeme @Techmeme]

Sources: Ramp raised about $1.85B led by Dragoneer and Thrive Capital at a $60B pre-money valuation, up from $44B in June, when it raised $750M (@rebeccatorrenc5 / Bloomberg)

(Visit Techmeme dot com for the link and full context!)

[Odyssey @odysseyml]

Today we're launching Odyssey-3, the most powerful foundation world model yet.

It sets a new state of the art on Physics-IQ, and powers robots, trains AIs, and generates interactive experiences. It's really cool.

Experience the model today, all for free!

[Anvisha @anvisha]

Introducing Voyager: the open harness for S-tier video, graphics and games.

The Codex for creative work.

Most AI tools are built for coding. Voyager is designed to get the best creative results from models like Opus, Astra and DeepSeek.

It comes with free graphics, music and video editing tools - or, it can drive Blender, Resolve, After Effects, Ableton and 100+ others.

Everything in this thread was made with Voyager. A few of our favorites:

[Jeremy Allaire @jerallaire]

Building Circle with Sean Neville (@psneville) has been one of the great privileges of my life. From our earliest days as co-founders, through his years as an executive and his service on our board, Sean’s vision and commitment have helped shape Circle in ways that will endure. I’m deeply grateful for everything he has given this company.

Sean is stepping off the board, and I would have loved for him to stay. But Catena’s continuing success, including the recent milestone of preliminary conditional OCC approval for its national trust bank charter application, deserves his full focus.

I’m proud of what he’s building and excited for what comes next.

Sean, thank you for your leadership, your friendship and your extraordinary service to Circle.

I’ll always be cheering you on!

[Bradley Horowitz @elatable]

@JamesCurrier @homebrew Congrats!

[Sean Neville @psneville]

AI agents need a new kind of banking platform

[Jeremy Allaire @jerallaire]

Take the Leap, @Anthropic

There's been a lot of debate about whether now is the right moment for Anthropic to complete its IPO. Markets are jittery, the calendar is crowded, the valuation conversation is loud. And most importantly, there are valid, serious concerns about the safety of these technologies.  But I want to make the case for why going public will be a net good for society. Not as a bystander, but as someone who took a company through this exact door fifteen months ago, in a sector that was  contested.

When Circle listed on the NYSE, we were operating critical financial infrastructure in a space defined by technical complexity, fast-moving regulation, and deep public skepticism. A lot of people thought the smart move was to stay private, keep our heads down, and let the noise settle.

What we found was the reverse. Going public didn't expose us to scrutiny we couldn't handle. It gave us the highest-standard framework in the world for demonstrating that we deserved trust. Audited financials. Quarterly disclosure. Independent board governance. Sarbanes-Oxley controls. Real-time accountability to millions of shareholders and to regulators in every market we serve.

The result wasn't fragility. It was confidence. Banks, governments, and enterprise partners who had been cautious about stablecoins could finally look at us through a lens they already understood. 

Going public wasn't just good for us and our shareholders. 

Public-market discipline turned a novel technology into legible infrastructure. But public-market discipline is only half of that equation. The other half is clear rules of the road. Innovation at infrastructure scale needs both: companies willing to subject themselves to transparency and accountability, and policymakers willing to define durable standards for how that technology can operate. For stablecoins, the GENIUS Act helped provide that regulatory architecture - moving the conversation from whether the technology belonged inside the regulated financial system to the standards under which it could operate there.

That distinction matters for AI. An IPO cannot substitute for fit-for-purpose public policy, and regulation cannot substitute for the discipline of public markets. They are complements. One makes companies legible to investors and the public; the other establishes the obligations, protections, and boundaries that allow an emerging technology to earn durable institutional trust.

AI is at precisely that moment now, and the stakes are higher.

Frontier AI companies are becoming core infrastructure for the global economy. Their model capabilities, safety practices, compute commitments, revenue concentration, and governance structures are matters of genuine public interest. Right now, most of that lives inside private companies, visible to a handful of investors and whoever reads the leaks.

An IPO changes that. It brings a frontier lab into the most rigorous disclosure and governance regime humanity has built. It forces clarity about risks, dependencies, and how decisions get made. It gives the public, policymakers, and the market a durable way to hold the company accountable, not through episodic drama, but through the boring, relentless cadence of public reporting.

Anthropic has built its identity around safety and transparency. The public markets are the institutional embodiment of those values. Yes, the timing is never perfect. It wasn't for us either. But there's a window right now where the world is asking hard questions about who controls the most powerful technology of our era and how. The best answer isn't a press release. It's an S-1, a listed ticker, and the accountability that comes with them.

We should be encouraging these great companies to take the leap to public markets, to subject themselves to public scrutiny and accountability, and we as a society need to do our part to hold them to the highest standards.

[Tony Fadell @tfadell]

Good to see @Apple finally making a foldable. And, of course, they made sure it was best in class before bringing it to market. The iPhone Duo is more than a new product, it marks a well-orchestrated handover, years in the making, from @tim_cook to @johnternus @Apple will have an order backlog for the Duo for many, many quarters to come since iPhone owners have been wanting something different for years to try. I’m excited to see what developers dream up and build for an entirely new iPhone form factor.

https://t.co/tVC8AEkjlp

[Bradley Horowitz @elatable]

@milesdobrenski @OpenAI What a win… for OpenAI! Congrats!

[Warp @warpdotdev]

Introducing Warp Factories: open, flexible infrastructure for building cloud software factories.

- Configure your factory as code
- Use any model and any harness
- Measure quality with evals and benchmarks on your own data
- Built-in self-improvement and memory

[Bradley Horowitz @elatable]

@eladgil https://t.co/JHxCDJZlji

[Bradley Horowitz @elatable]

Nice work!

[Omar Shaik @omarshaik]

Introducing Atta Desktop.

Business analysis built for AI-pilled teams using Claude Code, Codex, etc.

Claude + a harness of semantic definitions, skills, knowledge files works great to answer quick data questions.

But sometimes you need an expansive space to think. You need more polished outputs than whatever the random token generator comes back with.

That's where Atta Desktop comes in.

Pull your data from Snowflake, run formulas in Excel, lay out scenarios in Atta, and download a gorgeous chart to drop into a PowerPoint, all directly from Claude Code.

Data stays on your machine and in your corporate agent environment.

If that sounds like your setup, download Atta at the link below and let me know what you think!

[Bradley Horowitz @elatable]

@patrickc @lipko https://t.co/fFIQDR43Tk

Worth plugging into the decades-long work of Irene Au (Khosla Ventures, Google) and Ivy Ross (Google.)

[Bradley Horowitz @elatable]

@wolfejosh Me too!

[Bradley Horowitz @elatable]

Agent Community hackathon in SF tomorrow: https://t.co/HY6rjYdghs

@edyson wrote about the organization here: https://t.co/1kBbC4y3zt

[Bradley Horowitz @elatable]

Om.

[Bradley Horowitz @elatable]

@neerajjj6785 They’re all taken.