LIVE at 12p PT/3p ET: AI’s cleanest stories are getting messy.
Meta has excess compute. AI-heavy companies are hiring, not shrinking. And open models keep getting better.
@DanielTNiles on what this means for the AI trade.
@arakharazian and @garrettlord on the jobs data.
@vipulved and @ClementDelangue on open models, China, and where the money goes if AI keeps getting cheaper.
Intelligence is the mother of all markets.
Together AI has built the best platform for optimized training and production inference, grounded in cutting-edge research.
Let’s go!
We @togethercompute believe intelligence should be abundant, not expensive.
Today we announced our Series C funding of $800m @ $8.3B valuation, to continue to build the world's most efficient platform for generative AI.
Thanks @nikogallogly for telling our story in @nytimes!
https://t.co/LGQ5t6rzya
Gamma is wild:
- Just 50 people
- Generating $100M ARR
- Valued at over $2B
- Profitable for 15+ consecutive months
- With more cash in the bank than they raised
- In a category that most VCs dismissed
In fact, one investor told @thisisgrantlee his idea was “the dumbest idea he had ever heard.”
Today, @GammaApp is one of the hottest AI startups in the world, and unlike most fast-growing AI startups, they're a model for how to build a sustainable, profitable, and durable AI product and brand.
In my conversation with @thisisgrantlee, we discuss:
🔸 How Gamma discovered product-market fit
🔸 Their process for building a “word-of-mouth growth machine”
🔸 How they leveraged more than 1,000 micro-influencers (instead of a few big names)
🔸 Why focusing on the “first 30 seconds” transformed their business
🔸 Their pricing strategy that led to profitability within months
🔸 How Grant thinks about building a durable “GPT wrapper” business
Listen now 👇
• YouTube: https://t.co/TmTxxfr4uJ
• Spotify: https://t.co/09DC0AsJ8H
• Apple: https://t.co/p4INoqCKZV
Thank you to our wonderful sponsors for supporting the podcast:
🏆 @TrustVanta—Automate compliance. Simplify security: https://t.co/JHcQhNsK42
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🏆 @MiroHQ—A collaborative visual platform where your best work comes to life: https://t.co/Im5Q57v78w
As reported in The New York Times today, Gamma has grown to a profitable $100M ARR, 70M users, and a $2.1B valuation in our Series B led by @a16z@sarahdingwang. (Yes, that’s an insane $2M ARR per employee.)
After our Gamma 3.0 launch, usage has skyrocketed: 1 million gammas are being created every single day.
And today, Gamma gets even more powerful:
We’re opening our API for general access so you can integrate and automate Gamma anywhere work gets done.
We’re also sharing our first-ever prompt guide with real use cases that are supercharging businesses and Gamma users everywhere.
Thank you to everyone who has made this milestone possible! We're just getting started.
Get your ideas into the universe.
This data shows small AI teams are building massive empires.
Startup revenue per head is hitting all-time highs. And it's cutting across multiple types (powerpoint decks, code writing, voice generation, image generation), though not all types are performant (ex: AI detection).
We’re hiring a Gardener at Long Journey who will report to me (woo!) and I’m so freakin’ excited about this role.
Not for our office plants (they are thriving and happy).
This Gardener watches over tiny bets—$50K, $100K investments —that might one day grow into generational companies.
Your job? Notice the magic at the earliest stages of the journey.
🌱 https://t.co/j1eDvyjLWj
That’s right, Chicago—Coco robots are here, and they’re bringing the charm AND your takeout. 🏙️🍕
Many thanks to @slesposito and @Suntimes for covering our Windy City debut! https://t.co/B7euyhQfhT
I gave a "How to Poop" presentation at Learning Man
sure, pooping is hilarious- but also great poops are byproducts of great physical health, mental well-being, and a healthy lifestyle... important stuff!
Presentation below - hope you learn something and laugh at my puns!
Congrats to the team @Permitflow on the $31M Series A!
Permitflow (YC W22) is the TurboTax for construction permitting, handling everything from upfront research, application, and submission all the way through to permit issuance. https://t.co/rzYUAgSA76
Hot take I guess but the 737 Max seems to have more problems than all other major passenger planes and if I was an airline I don’t think I would buy one.
As a signal of growing confidence in tech's role in the next gen of carbon markets, we have some Pachama news!
We’re excited to share we’ve increased our Series B to $64M and welcomed the incredible @EbonyBeckwith to our board of directors.
Read more: https://t.co/mYxrThUkxA
Only Jews can be murdered by the masses - their perpetrators documenting it, admitting to it, and celebrating it - and the world deny it even happened.
There are two jewish heads of state in the entire world - Zelensky and Netanyahu... it says something that they are leading the two nations defending western liberalism in global proxy wars... against deeply illiberal regimes.