We built high-throughput materials labs in Menlo Park to create a loop between experiments and models. The labs generate fresh data, the models learn from it, and then help us decide what to try next.
Using only 1,300 H200s, plus months of our experimental data, we mid-trained and RL’d an open-source model to surpass GPT-6 Astra on our analysis benchmark. We call it Neon.
This is real footage from our lab. We’re focusing first on hard problems in materials science, including superconductors, magnets, and semiconductor materials.
Read our blog posts below.
Underdog has been audited by one of the top security firms in the world trusted by Google, my goat @m1guelpf, Google cloud, and the a16z engineering team (approved for internal use) :^)
I'm very focused on improving underdog and committed to making the app secure & private!
I designed Underdog as an OS because your life shouldn’t split into fragmented apps.
Your email, calendar, browser, voice, files, and meetings all give the AI you own context. It works better when it can see the full picture.
Fly through your entire “context/life” with keyboard shortcuts, or hands free while underdog is standby.
Seamless. Intuitive. At your fingertips.
Underdog is your on-device AI OS.
It runs Woof, a small but mighty AI model entirely on your device. Woof 1.1 has 4B parameters, takes up <2.5GB, and handles browser use, tool calls, and long tasks.
Woof runs fast and power efficiently thanks to Greyhound, our self-improving inference engine built for Apple Silicon. We’re making it faster every day.
The current Underdog Woof 4B is on par with GPT 5.0 on things we care about. We’re working towards matching current frontier model performance on consumer devices by the end of the year. Fully locally!
You own your data & AI, as you should.
https://t.co/8T9jgpVRr4
Anyone can get my friend’s real SSN from Claude
I'm Terrified of my data in training sets. Emails in databases. iMessages harvested. Cant trust the cloud as AI is crazy good at hacking
So I built Underdog for myself: on-device AI OS. Capable & 100% local. now my friends love it
The world needs far more software than it can build. Cognition exists to change that.
We’ve just raised over $2B at a $48B valuation, led by a16z, Accel, Founders Fund, General Catalyst, and Avenir.
Since our round in May, run-rate revenue has grown from $492 M to almost $900 M.
It's one of my four favorite days of the year: new issue day for @arenamagdotcom!
I am thrilled to introduce Arena Magazine Issue 009: Hello, World. It is 136 pages, our thickest magazine ever, dedicated to one of the most magnificent human inventions: software.
🧵
Super happy to share our intention to join forces with NVIDIA in a $12,930,300,000 acquisition 💛💚
10 years after starting Hugging Face, open-source AI is at an inflection point. Thanks to the community, we’ve shown that it can be a complement, and even an alternative, to closed-source APIs. But for it to happen at larger scale, it needs more compute, more support, more collaboration and more visibility. That’s why we went to talk to Jensen, who offered to do exactly that with us.
In addition to doubling down on NVIDIA’s massive contributions to open-source AI (I called them the “King of American open-source AI” earlier this year), they’ve committed to strongly supporting Hugging Face and our mission while keeping the platform open, independent and compute agnostic. The founders and the team are all staying to keep pushing this mission forward.
Together, we think we can make open source the default way to build AI, with the goal of empowering 100 million AI builders to own their intelligence rather than rent it.
Excited about the next 10 years! 🤗🤗🤗
Exciting day for NVIDIA and @huggingface.
Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. They allow every developer, startup, university, industry and country to build with, customize and benefit from AI.
Thank you @ClementDelangue for coming to me.
NVIDIA is going to be a great home for Hugging Face, its community and the future of open models. 🤗
https://t.co/q8Om2Xc5ye
Introducing Atlas:
The world's first multimodal world model that generates image and video frames with pixel-perfect camera control and reconstructs them in 3D.
Model the world, move the camera, and simulate space & time.
I'm so excited that our @theworldlabs team has achieved a major milestone today! Introducing Atlas - a first of its kind multimodal world model trained from scratch! 🚀
Atlas is capable of generating frames with pixel-perfect camera control, reconstructing large scenes from as few as one single input image, simulating space-time by reframing videos, natively outputting 3D spaces from one or more input images, composing multiple posed images into a consistent 3d world, and more! This is the best camera conditioned world model ever, opening doors to many possible use cases from VFX to robotics. I'm so so so proud of our team!♥️
I didn’t think autonomy would get nationwide-scale this fast... but here we are 📷!
Our work with @HUMAIN and @TareqAmin_ will bring thousands of trucks to KSA. But this is just the start – followed by robotaxis, ports, mining, construction, and more.
The size, scale and scope is unprecedented! Letssss go! 🚀🚀🚀
Thank you @POTUS for inviting crypto leaders to the White House yesterday and leading the push for CLARITY. I also appreciate @ChairmanSelig doing the same at the CFTC Innovation Advisory Committee meeting. It’s clear that there is a lot of support for crypto innovation from the top down.
The last two days in DC made one thing clear: the time for Congress to pass the CLARITY Act is now.
Crypto is at a pivotal moment.
As Congress debates landmark market structure legislation, Marc Andreessen and Chris Dixon discuss the decisions that could shape where the next generation of financial infrastructure is built, and whether the United States remains the global leader in crypto innovation:
00:00 Intro
05:31 From crypto subculture to financial infrastructure
08:37 Why crypto needs rules now
12:20 The regulatory war on crypto
15:41 How CLARITY could prevent another FTX
22:42 Why criminals using crypto may be easier to catch
26:20 Privacy, blockchains, and the invention of HTTPS
30:41 Government ethics and crypto
34:52 The banking lobby’s stablecoin fight
37:05 Why every major bank is building on blockchains
41:04 Developer liability as a killshot
45:23 How CLARITY provides oversight
49:30 What happens if CLARITY fails?
50:50 Regulation vs. innovation
54:12 Why America should lead
55:36 What CLARITY could unlock
@pmarca@cdixon@rhackett
Crypto is at a pivotal moment.
As Congress debates landmark market structure legislation, Marc Andreessen and Chris Dixon discuss the decisions that could shape where the next generation of financial infrastructure is built, and whether the United States remains the global leader in crypto innovation:
00:00 Intro
05:31 From crypto subculture to financial infrastructure
08:37 Why crypto needs rules now
12:20 The regulatory war on crypto
15:41 How CLARITY could prevent another FTX
22:42 Why criminals using crypto may be easier to catch
26:20 Privacy, blockchains, and the invention of HTTPS
30:41 Government ethics and crypto
34:52 The banking lobby’s stablecoin fight
37:05 Why every major bank is building on blockchains
41:04 Developer liability as a killshot
45:23 How CLARITY provides oversight
49:30 What happens if CLARITY fails?
50:50 Regulation vs. innovation
54:12 Why America should lead
55:36 What CLARITY could unlock
@pmarca@cdixon@rhackett
BIG Update: I’m joining @a16z as an Investing Partner on the a16z @speedrun team! 🎉
I’ll be focusing on early-stage investing as part of speedrun, where we invest up to $1M in exceptional founders building great companies, & give them unfair advantages to succeed. If you are or know a founder who wants to win, I'd love to meet you! I'm especially excited about compelling novel ideas in AI dev tools, agent RL & evals, data, & infra in general.
For those who have known me over the years, you know how much joy I get in supporting those around me. From working countless nights to support my brilliant teammates at @scale_AI, to spending thousands of hours in my leisure time making free videos for millions of students in Bangladesh, I have given my all to support those doing their life's most important work. That has always been my personal mission.
So, when I met the speedrun team, a team that works relentlessly to make early bets & support founders from the very beginning of their journey, I knew this was the dream team for me. I am thrilled to join this shared mission with @andrewchen, @Tocelot, @tkexpress11, @emilybenn12, @kenanhsaleh, @far33d, @marcussegal, @ndrewlee, & the rest of the team! It's time to build.
BIG Update: I’m joining @a16z as an Investing Partner on the a16z @speedrun team! 🎉
I’ll be focusing on early-stage investing as part of speedrun, where we invest up to $1M in exceptional founders building great companies, & give them unfair advantages to succeed. If you are or know a founder who wants to win, I'd love to meet you! I'm especially excited about compelling novel ideas in AI dev tools, agent RL & evals, data, & infra in general.
For those who have known me over the years, you know how much joy I get in supporting those around me. From working countless nights to support my brilliant teammates at @scale_AI, to spending thousands of hours in my leisure time making free videos for millions of students in Bangladesh, I have given my all to support those doing their life's most important work. That has always been my personal mission.
So, when I met the speedrun team, a team that works relentlessly to make early bets & support founders from the very beginning of their journey, I knew this was the dream team for me. I am thrilled to join this shared mission with @andrewchen, @Tocelot, @tkexpress11, @emilybenn12, @kenanhsaleh, @far33d, @marcussegal, @ndrewlee, & the rest of the team! It's time to build.