Patrick Chase

Managing Director @Redpoint investing in Infrastructure, SaaS, & AI

[Jake Stauch @jakeserval]

@Redpoint put out their #InfraRed100 list this morning. It lists 100 companies in cloud infrastructure who they believe are setting new benchmarks for reliability, scalability and security. These are the ones they are betting will set businesses up for success through a new paradigm of building applications. @getserval is on the list this year.

Redpoint's report behind the list is worth a read. Seventy-seven pages of analysis from the people who obsess over this topic every day. @patrickachase @loganbartlett

[Patrick Chase @patrickachase]

When we first partnered with @bernhardsson and @akshat_b, they had a vision to rebuild cloud infrastructure from the ground up for AI.

Inference, sandboxes, training, RL, batch compute - the platform they set out to build is here. Companies like Doordash, Cognition, Scale, Lovable, Substack, Suno, and Physical Intelligence are trusting it, and multiple Modal products are reaching impressive scale.

What's stuck with me over the last few years is there's a Modal way of doing things. You feel their craft in the product, the developer experience, and the team they built.

Grateful to be on this journey with Erik, Akshat, and the entire Modal team and to continue supporting them alongside @SaiVC_ and @sraney 💚

[Redpoint @Redpoint]

We're honored to deepen our partnership with @modal and co-lead their $355M Series C!

When @bernhardsson and @akshat_b started Modal in 2021, they had conviction that building a truly great cloud for AI meant rebuilding the entire stack from the ground up. Five years later, that bet has paid off.

Erik built the recommendation system behind Discover Weekly at Spotify. Akshat was an early engineer at Scale AI before joining Erik as co-founder and CTO. Together, they've assembled what one engineer affectionately calls "a monastery for super nerds" and it shows in the product.

Modal has become the high-performance cloud that serious AI teams reach for when they need to ship. We couldn't be more excited to continue backing them.

Huge congratulations to Erik, Akshat, and the entire Modal team!

[Patrick Chase @patrickachase]

@Redpoint @modal @bernhardsson @akshat_b 💚

[Patrick Chase @patrickachase]

@bernhardsson @generalcatalyst @Redpoint So grateful for your continued partnership! 💚

[Patrick Chase @patrickachase]

FDEs are uniquely suited to be founders.

@getserval announced an Serval Start: a two-year program for FDEs who want to be founders in the future.

This is a truly incredible opportunity to see enterprise AI agents up close, work with an exceptional team, and build out network of peers and investors. Excited to be involved!

Apply here: https://t.co/Sxl5PydKR3

[Zed @zeddotdev]

Parallel Agents just shipped. Mix and match any agent, run them all at once, and manage everything from a new Threads Sidebar. Claude Agent, Codex, Zed's agent, or anything on ACP. One window, across all your projects.

https://t.co/Px91WvwBAw

[Patrick Chase @patrickachase]

@sarahcat21 @modal 💚

[Patrick Chase @patrickachase]

"Talent is the only durable moat."

@jakeserval on how a motivated competitor with access to the latest AI tools can copy everything within a year. The only thing that compounds in a way that can't be replicated is the people you build with.

[Patrick Chase @patrickachase]

This week on Unsupervised Learning, @jacobeffron and I sat down with @jakeserval, co-founder & CEO of @getserval.

Serval is going directly after ServiceNow in ITSM and already working with companies like Notion, Clay, Abridge, Fox, Mercor, and Verkada.

We partnered with Serval at the Series A. What’s stood out most over the last year is their speed of execution. We get into how they’re winning customers and talent so quickly, including:

▪️ Why building a system of record beats layering on top
▪️ The "mirror architecture" that lets Serval land enterprise customers
▪️ Why ITSM is more vulnerable to AI disruption than other verticals
▪️ The Future IT Stack when agents submit their own requests
▪️ The AI-native org chart
▪️ Why recruiting is the #1 job of every Serval employee
▪️ The Dream Team Draft: recruiting during hypergrowth

YouTube: https://t.co/sMDsvINwvy
Spotify: https://t.co/zfg3sOIv04
Apple: https://t.co/SMIUSckFWx

0:00 Intro
1:25 What is Serval?
4:51 Early Doubts and Strategy
6:34 AI Tailwinds in ITSM
8:04 Competing with ServiceNow
9:41 Why ITSM Is Vulnerable
11:52 Automation via Codegen
16:27 Critical Guardrails
28:32 Internal Support Complexity
30:24 Hiring as the Moat
31:44 Dream Team Recruiting
33:49 Managers vs Super ICs
36:44 Junior Engineers and AI Native Workflows
43:13 Quickfire

[Patrick Chase @patrickachase]

This week on Unsupervised Learning, @jacobeffron and I sat down with @jakeserval, co-founder & CEO of @getserval.

Serval is going directly after ServiceNow in ITSM and already working with companies like Notion, Clay, Abridge, Fox, Mercor, and Verkada.

We partnered with Serval at the Series A. What’s stood out most over the last year is their speed of execution. We get into how they’re winning customers and talent so quickly, including:

▪️ Why building a system of record beats layering on top
▪️ The "mirror architecture" that lets Serval land enterprise customers
▪️ Why ITSM is more vulnerable to AI disruption than other verticals
▪️ The Future IT Stack when agents submit their own requests
▪️ The AI-native org chart
▪️ Why recruiting is the #1 job of every Serval employee
▪️ The Dream Team Draft: recruiting during hypergrowth

YouTube: https://t.co/sMDsvINwvy
Spotify: https://t.co/zfg3sOIv04
Apple: https://t.co/SMIUSckFWx

0:00 Intro
1:25 What is Serval?
4:51 Early Doubts and Strategy
6:34 AI Tailwinds in ITSM
8:04 Competing with ServiceNow
9:41 Why ITSM Is Vulnerable
11:52 Automation via Codegen
16:27 Critical Guardrails
28:32 Internal Support Complexity
30:24 Hiring as the Moat
31:44 Dream Team Recruiting
33:49 Managers vs Super ICs
36:44 Junior Engineers and AI Native Workflows
43:13 Quickfire

[Jake Stauch @jakeserval]

Serval is #1 on the Enterprise Tech 30. What a surreal moment. Special to see so many of our customers here like @clay, @vercel, @togethercompute, and many more we'll announce soon.

I’m so grateful for the entire @getserval team that powers this rocket ship, especially my cofounder Alex McLeod and COO @TatianaBirgisso, who have assembled unrivaled teams across engineering and GTM.

It’s Serval now.

https://t.co/SpO1soPF8t

[Barry McCardel @barrald]

as of last week, agents are creating more cells in @_hex_tech than humans directly

[Patrick Chase @patrickachase]

💚💚💚

[Erik Bernhardsson @bernhardsson]

And we're launching about 10M sandboxes every day!

[Patrick Chase @patrickachase]

@sahirazam @livekit @dsa @davidzh 🔥

[Patrick Chase @patrickachase]

@dsa ❤️❤️

[Patrick Chase @patrickachase]

Huge congrats to @dsa @davidzh and the entire @livekit team on reaching unicorn status and announcing the Series C!

Their voice AI platform is 🤯 and powering apps that see, hear, and speak for the leading AI companies.

So grateful to be on the journey with you all!

[LiveKit @livekit]

We learn to speak before we learn to read.

Voice is the most natural interface we have.

We just raised a $100M to make building voice AI as easy as a web app.

[dsa @dsa]

This is a big deal.

Most of the voice AI community says that speech-to-speech models aren’t ready for production use cases.

Two reasons:
1. Reliability (more hallucinations)
2. Cost (s2s models are expensive)

On (1), Grok’s Voice Agent API is already running at large scale across Grok’s apps, in Tesla vehicles, and in call centers. There’s more work to do, of course, but progress is being made quickly.

On (2), you get SOTA performance for $0.05/minute, which meets or beats aggregate cascade model (STT+LLM+TTS) pricing.

Excited to partner with @xai on this launch — you can build a custom Grok Voice Agent with workflows, tool calling, the whole shebang, in a few lines of @livekit code.

The future of speech-to-speech is bright!