A party round feels like momentum when you're closing it but a liability the day you need a bridge. Take the lower valuation with a real lead over the higher one with 15 check-writers who each own 0.6% and have no reason to pick up the phone.
Read more on the Vermilion Substack
🚀 Big congrats to the team at @osmosis_ai on their launch today!
They’re building the reinforcement learning layer for AI agents, helping models learn from experience and get better over time.
We’re proud to back founders solving one of AI’s hardest problems: making models adaptive, not just intelligent.
👉 https://t.co/7bvyQe3dwC
SF Tech Week got a little tropical🍹
Thanks to everyone who joined us for @vermilionfund + @EssenceVenture Tiki HH at the world-famous Tonga Room! The energy & quality of guests was unmatched.
Huge shoutout to @ashl3ysm1th + @MegMurph for cohosting and making it unforgettable!
📢 We’re teaming up with @vermilionfund's @ashl3ysm1th + @MegMurph on 10/8 to host a very technical happy hour at the iconic Tonga Room & Hurricane Bar.
#founders#investors#developers, join us for tiki drinks and community🍹🌴
📍 SF TECH WEEK | RSVP → https://t.co/10jJVNlXh7
If AI can write code, why can’t it review it?
We’ve been building a small step toward that.
It’s called AwesomeReviewers[.com].
A library of 1,000+ reviewer prompts, distilled from real GitHub PRs.
https://t.co/by9DmmV4hl
Does AI mean the end of devtools? Short answer: No. Long answer: No. Devtools aren’t dying - they’re evolving but GTM playbooks are breaking.
So what’s working and what���s not in 2025 technical GTM?
Lesson 1: We all have the attention span of gnats
https://t.co/3f0CK6DnSg
AI is transforming how we build, test, maintain, and secure software—and Quality Assurance is at the center of this revolution.
The ecosystem is evolving beyond LLM-based coding assistants, with code quality and review emerging as a distinct category.
🔎 See the full landscape via @AINativeDev → https://t.co/IAUWctSaV6
Today’s we’re announcing the addition of Module Memory, a core review infrastructure enhancement that adds module-level detail to every commit 🚀
This means:
📚 Code review descriptions, topics, and comments are much more accurate and in-tune with the exact way you used a given package.
🧠 Better understanding of intra-codebase module relationships + behaviors helping both developers and AI to figure how things actually work.
⿻ A brand new Change Request Graph 🥳 ⬇️ 🧵
My candid conversation & @vermilionfund perspective on operators-turned-investors, the evolution of engineering roles, and how GTM is changing in 2025 with @ClayNorris10
https://t.co/I8xBZ0PsGT
South Georgia, the internet, and startup-land (and also I launched an early-stage venture fund) - it’s been quite a ride to get here and I am thrilled for what’s next.
https://t.co/Bw9iivfZHY
Baz Reviewer is now on @ProductHunt! Check out how our AI-powered tool can enhance your code reviews and collaboration.
Don’t forget to give us a vote! ��️ https://t.co/QDYZZBNgsv
🚀Launching CoAgents Public Beta 🪁:
Everything you need to build Agent-Native applications, powered by LangGraph & CopilotKit.
CoAgents enables in-app agents with:
- Agenetic generative UI ✨
- Shared state (between agent <-> application)
- Streaming intermediate agent state
- Human-in-the-Loop (Human approval & planning) 👨🦰
- Frontend Actions 💪
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We’ve recently seen the emergence of Agent-Native applications that actually work: powered by vertical AI agents + agentic UX + deep in-app integration.
(Apps like the Replit AI Agent, OpenAI Canvas, etc, but for any domain)
With CoAgents + LangGraph, you can build this next generation of agent apps, for any vertical, with a clean and easy to use infrastructure (in hours).
💻Get started: https://t.co/WqNQFdBjcm
🗞️Blog: https://t.co/1Dqqbls45F
🕹️Demo: https://t.co/grGldBD22w
🗓️Webinar (Build an Agent-Native Apps with CoAgents & LangGraph): https://t.co/JbTUnSCewi
CC: @ataiiam, @langchain, @hwchase17
The most delightful use of AI in my workflow this past week --> using ChatGPT to quickly change from title case to sentence case
Related, title case one of my tells if you're using ChatGPT
The @fiberplane team has been having a lot of fun building on this stack and decided to give it a name:
Meet the HONC stack - a lightweight, type-safe, edge-enabled opinionated stack for modern web development.
H @honojs
O @DrizzleORM
N @neondatabase
C @CloudflareDev