Blessed with joy and gratitude for my cherished family—proud husband, grandfather, and parent! Grateful to my family, parents, and everyone who helped shape me.
We raised a $135M Series A!
8090’s Series A was led by Salesforce Ventures and joined by WNDR, Craft Ventures, The Production Board, and LAUNCH.
We also had the support of a group of esteemed angels including Nikesh Arora, Cliff Robbins, Adam D’Angelo, Shyam Ravindran, Abhi Arun, and Thomas Laffont.
We’re grateful for their support. It validates 8090’s mission and traction so far, but mostly it accelerates the work ahead.
The capital will go to two places. The first is hiring more people, because the demand we have is accelerating rapidly. The second is investing in the compute and infrastructure needed to keep delivering our solutions at high quality and reliability.
8090 works with the biggest, hardest, most demanding customers in the most regulated industries: healthcare, insurance, life sciences, aerospace, energy, manufacturing, financial services, and the United States government. We help them win by using our AI-enabled Software Factory to design and build entire new systems, refactor old ones, and find and accelerate their edge.
Our view is that as Software Factory is used more and more to do mission-critical work inside industries with the least tolerance for error and the most oversight, it will be used to bring transparency, consistency and control to work everywhere.
And as we expand the potential of the biggest organizations, we are also building a playbook and a series of network effects into Software Factory that will be valuable to everyone, from SMBs to solo founders.
With much gratitude, back to work…
PS - A note on why I am doing this as CEO, rather than from the board.
This is one of those rare moments when the technological ground is moving so ferociously underneath all of us that the decisions made in the next few years will set the stage for the next twenty.
AI can be the grand equalizer. It is the thing that can give everybody a shot, and I would like to help it achieve that potential. Since I left Facebook, I was waiting for a moment like this to return to a full-time operating role. I was a demanding manager back then, but I felt I had no choice given how powerful and undeniable what we were building was. I am convinced that what we are building now is even more important, so there was no decision to make except to be all in.
The most valuable things parents pass on aren't found in a trust fund.
They're found in daily habits, values, and examples.
What would you add to this list?
David Friedberg: It's not rich vs poor, it's makers vs takers.
@friedberg:
“ The great lie is that there are two sides to society, that is the rich and the poor.
And the great truth is that there are two sides that are the makers and the takers.
The lie is that the rich are unfairly rich and the poor are unfairly poor, and therefore, the poor must take from the rich.
But the truth is that it's the takers that tell you that lie, that the real truth is that artists, plumbers, electricians, woodworkers, computer scientists, people that build, people that make from all walks of life, all income levels, all wealth brackets, are the makers.
And the takers are what Sacks calls this intelligentsia, the analysts, the espousers, the armchair mechanics, the critics, the commentators, the politicians. They are the takers.
They are the people that watch the rest of society make stuff, build stuff, specifically doing things that create value for other people in society. That's what a maker is.”
I have lived in Germany for 30 years. I also have travelled in almost 40 countries in Europe, South, Middle and North America, North Africa and Asia before coming to India. Yet, of all the countries I visited, I clearly love India the most. I once even dreamt that in front of me there was a thick, 3-dimensional map of India. Looking at it my heart expanded and I felt great love. Still dreaming I was surprised that one can love a country so much.
It was, however, not love at first sight. After my first visit during my studies, I supposedly even said, “Never again India”, my mother claimed. I had come back to Germany weak from a stomach upset. Only on my second visit – intended as a short stopover that lasts meanwhile 45 years – India showed me what amazing treasure she hides under her noisy and often challenging surface.
I realized that in India an intensive, dedicated and essential inner search for what is truly true has been made since time immemorial. The findings of this search are startling and comforting to all of humanity and corroborated by modern nuclear physics:
‘Beneath’ EVERY appearance in this universe, including our own person, there is the same ‘Real Presence’ (or whatever one wants to call That which is formless and nameless) – living, loving, indestructible, mighty, infinite. To uncover it is the purpose of life and its fulfillment.
Every country has good and bad people. But India has also wise and enlightened people, more than any other place, and they make India special – a country of light (Bharat) in spite of occasional, apparent darkness.
May the Light illumine the intellect of all….
.@friedberg explains what the Politburo is:
“The Politburo is the leaders who elect themselves to dictate the flow of the economy, the allocation of capital, what work individuals are allowed to do, and what activities they’re allowed to do in an unfree society, which is what they’re creating.
They are the true oligarchs.
And this is Elizabeth Warren, Bernie Sanders, Ro Khanna.
This is the group that is trying to coalesce power and create for themselves a system whereby they have greater influence, greater control over aspects of the economy.
They want to seize the means of production.
They want to control education.
They want to control media.
And anytime there’s an effort by an individual enterprise, or an individual themselves, to go out and build a business and succeed and do something that’s outside of their scope and their span of control, they lose their minds over it.
And that’s what we’re seeing.
So I react to their tweeting and their bullshit, where they’re basically trying to contort things about inequality and fairness and justice, when the truth is they are the rising empire, the evil empire in Star Wars.
They are the folks who want to take from all of us what we were endowed with when this nation was started, and what many people came to this country for, which is individual freedom and liberty, the ability to build a business in peace, the ability to make decisions, to do what you want with your own assets, and to have functionally private property.
And they’re taking it all away.
And they’re trying to take it all away.
And we’re watching, piece by piece, step by step.
So they are forming a politburo where they can effectively control the economy, control education, control the media, and tell us all what we can and can’t do and say.
And it’s frustrating to me to watch it because it’s masqueraded as bullshit virtue, as justice, as equity.
It’s a bunch of nonsense words that they use to try and make themselves seem virtuous when, at the end of the day, they are fundamentally evil.”
The great lie is that society is divided between rich and poor.
The great truth, as David Friedberg puts it, is makers vs takers.
Makers build, create, and deliver real value: houses, software, art, businesses, and everything that moves civilization forward.
Takers watch, criticize, analyze, and politic. They push the lie that the rich hoard unfairly so the poor must seize it… all while positioning themselves to rule the chaos.
As @friedberg tells his kids: “At the end of the day, if you made something and someone else valued it, you were a maker. That was an amazing achievement. That is a great day.”
Takers thrive on division. Makers drive progress.
Time to choose your side.
Peter Thiel: Europe will never have massive tech companies because they fear success.
"In Silicon Valley, there's this pornography of failure. You talk about all your failures, and this somehow means you're going to succeed."
"In the social democratic European societies, it's acceptable to be moderately successful, it's not acceptable to be wildly successful. If you have a successful company that's starting to grow, it will get short-circuited, and you'll sell the company. You'll never get to an enormous company if you sell it along the way."
"The single most important decision in the history of Facebook— summer of 2006. It was two years into the company. We got an acquisition offer for $1B from Yahoo to buy the company. There were three of us on the board— Mark Zuckerberg, myself, and another VC. We had a meeting to decide if we should take the $1B."
"The two of us thought it was a lot of money, we should maybe take it. Mark started the board meeting— 'this is a pro forma thing, we're just going to talk about this for 10 minutes. Obviously we're not taking it.'"
"Any super big tech company is one where you've been offered multiple times for people to buy it, and you've chosen never to sell it. You're not that afraid of success."
"In Europe, the answer is to check out sooner rather than later and go back to the decade-long vacation that people are on in Europe."
I’ve had a number of conversations with folks inside and outside government about the current situation with Anthropic, and here is what I believe to be true:
— As we know, Anthropic publicly released its Mythos class models earlier this week under the commercial name Fable.
— Fable is Mythos with guardrails. But if those guardrails fail, then you’ve exposed Mythos and its advanced cyber capabilities to people who shouldn’t have them. (Keep in mind that Anthropic itself widely promoted the idea that Mythos was a cyberweapon and needed to be regulated as such. They asked for government regulation of Mythos and championed the guardrails on Fable. If there is a vulnerability — big or small — it is Anthropic’s responsibility to patch.)
— A highly credible trusted partner of both Anthropic and the USG who was testing Fable came forward with a jailbreak of those guardrails. The Admin asked Dario to fix the jailbreak or de-deploy the model. Dario refused.
— In their blog post, Anthropic defended its decision by saying the jailbreak isn’t serious. That is not what the trusted partner and the USG believe; nor is that kind of minimizing language consistent with Anthropic’s brand as the AI safety company. It’s difficult to fathom how they could claim a jailbreak allowing operability of a cyber weapon could be defined as not “serious.”
— In the past, Anthropic has always said that safety must be top priority and taken super seriously. In this case, Anthropic prioritized the continued offering of the consumer model over safety.
— In reaction, the Admin issued the export control. The Admin did this reluctantly. It’s been very surprised that Anthropic hasn’t wanted to cooperate with a reasonable safety request (ie fixing the jailbreak issue). Anthropic’s reaction is very much at odds with their branding and ethos as a safe AI research community.
— The Admin’s hope now is that Anthropic remediates the safety issue, the export control is lifted, and Fable goes back into general release. The Admin wants all of this to happen as soon as possible. It is frankly bewildered that Anthropic hasn’t wanted to comply with safety requests that it previously said were its highest priority.
— Those trying to misdirect and tie this action to the prior DoW/Anthropic issues are wrong. The Admin values Anthropic’s technical capabilities and feels that this issue, while serious, should be easily resolved. The ball is in Anthropic’s court.
The New York Times ran a piece saying @ElonMusk only hit 19% of his goals set 15 years ago...
Peter Diamandis: "Who in the New York Times is setting any audacious goals and doing anything worthwhile?"
In 2015 alone, he hit 75% of his goals. He's still building Tesla, SpaceX, Neuralink, xAI.
"He's always directionally right. His timing may be off a little bit."
"Shocked. Shocked that the paper of record is launching an ideologically motivated attack against the greatest technologist of Earth."
FT @PeterDiamandis@DaveBlundin@EMostaque@SalimIsmail@AlexWG.
(Follow me, cowards)
Why did Islamic invasions fail to erase Hinduism from India, while many ancient cultures vanished?
Sadhguru explains it beautifully:
Hinduism was never a centralized “religion” with one Pope, one book, or one head to cut off. It is a decentralized way of life — where every individual is encouraged to find their own spiritual path. There was no single institution or leader whose destruction could collapse the entire system.
Invaders could destroy temples, burn libraries like Nalanda, and kill saints — but they couldn’t kill a philosophy that lives in the hearts, homes, and daily practices of millions.
Sanatan Dharma survived not because of armies alone, but because of its profound, flexible, and deeply personal nature.
#SanatanDharma #Hinduism #IndianCivilization #Sadhguru
Thank you @sriramk for this generous post. It has been one of the great privileges of my time in the Administration to work so closely with you over the past 18 months. Your skills are genuinely unique: a rare combination of deep technical fluency in AI, sharp policy instincts, exceptional strategic thinking, and true diplomatic talent. It will be a huge loss for the administration, but I’m glad we’ll continue working together with you as an outside adviser.
We've accomplished a lot together, and this feels like the right moment to recap some of the key milestones:
* You co-authored the Administration’s AI Action Plan, our comprehensive strategy for winning the AI race.
* You helped drive the AI Acceleration Partnerships that are positioning the American AI stack to compete and win globally.
* You played a key role in the National AI Policy Framework (executive order and policy document), which is now the foundation for discussions with Congress on a national approach to AI regulation instead of a chaotic patchwork of state rules.
* You helped deliver the Preventing Woke AI in the Federal Government executive order, which ensures that federally procured AI systems prioritize neutrality and truth-seeking over ideological bias and capture.
* You advanced American interests at the AI Summits in France and India and through state visits to the UK, the Middle East, and beyond.
As AI Czar, it has been a huge honor for me to work for President Trump as he provides the clear leadership and vision for American AI dominance. His policies have put America in the lead in the AI race: supporting innovation, unleashing energy abundance, building out infrastructure, pushing back against unnecessary regulation, enabling American exports, and promoting re-industrialization.
Sriram was a key partner in turning these priorities into action. And as he said, this was a true team effort with White House Chief of Staff Susie Wiles, NEC Director Kevin Hassett, OSTP Director Michael Kratsios, Secretary Rubio, Secretary Bessent, Secretary Lutnick, and too many others to mention.
Thank you again Sriram for your service. You made a huge difference. I’m sorry to see you go but grateful for the work we’ve done together and looking forward to what comes next.
Jeff Bezos: “In the US, you can raise $50 million of seed capital to do something that has only a 10% chance of working.”
This video popped up in my thoughts while writing my article "Europe raised me to fail"
Elon Musk shares his thoughts on Tesla's @Tesla $TSLA valuation:
"I agree with Ark Invest and Cathie Wood that autonomy, robotic taxis, makes Tesla about a $5 trillion company.
The Optimus robot, I think, makes Tesla a $25 trillion company." 🎯
Forget about what you want from people, the world, from life. First establish this: what happens within you is determined by you and no one else. Once you take charge of your inner experience, you will naturally make it pleasant. Then you will pursue everything with joy, and whatever happens, your experience will always be wonderful.
#SadhguruWisdom
Marc Benioff to SaaS CEOs upset about AI hurting their valuations: Grow up, wipe your tears, focus on the customer
Chamath:
“ Let's say you were running a software company that was before the AI wave and you're private.
There's a bunch of these companies that were supposed to go public, (but) didn't go public.
What should they do? What do those boards do?”
Marc @Benioff:
“Here's some Kleenex for them for all their tears.
I mean, I talk to these CEOs, they're crying, "Look at my market cap, I'm not getting paid for my work."
Guys, grow up.
That's what I love about the public markets, they rationalize everything all the time. So great, be in the public markets.
You want to be in a private market? Your valuation is fantasyland until somebody's actually going to pay you.
So I just tell them, focus on your revenue, focus on your customers, focus on your cash flow, focus on your profitability, focus on your innovation.
How are you going to add value to your customers?
That's what's really, truly important.”
A brilliant explanation of the sources of wokeism and the foundation behind most of the West’s challenges in recent years.
A very important read.
I would never have found this post except for @X’s auto-translation feature. The original post in French.
Bill Maher just dedicated the end of his show to throwing his own party under the bus for defending every minority group except Jews.
“There is a frothing anxiousness for the literal extermination of this one group. And Democrats, where are you?”
“If any other minority group was being talked about this way, you’d break out the Kente cloth and have 10 benefit concerts.”
“But because you see that so many of your brainwashed-by-TikTok constituents now have an unfavorable view of Israel, you indulge them when you should be correcting them.”
“All the people likely running for president now on the Democratic side want it known they don’t take money from AIPAC, the Israeli lobby… You take money from crypto and factory farmers and big tech, from Diddy and Weinstein and Epstein, but AIPAC is too far?”
“Let me just say this to all who ask me, ‘Why are you harder on the Democrats than you used to be?’ Until you fix this whole issue, stop asking me.”