Redpoint

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[Redpoint @Redpoint]

Congrats to @mo_norouzi and the @ideogram_ai team on their new model: Ideogram 4.0! This is now the best open-weight image generation model.

[Ideogram @ideogram_ai]

Introducing Ideogram 4.0: the best open image model in the world.

Think it. Make it. Own it.

Download the weights, fine-tune on your own data, and run it on your hardware. Live on every Ideogram plan and the API today.

[Jacob Effron @jacobeffron]

I sat down with @lukaszkaiser to get into whether the architecture he helped invent is actually enough, and what's next in generalization, coding agents, RL and more. Lukasz co-authored "Attention Is All You Need," the paper that introduced the transformer and worked on reasoning models at OpenAI so he’s been a key part of major shifts in the field. We hit on:

▪️ The case for and against a new architecture coming after the transformer
▪️ What’s required for model generalization in the physical world
▪️ How much coding agents have improved his AI research productivity
▪️ The next domains for RL
▪️ Why Anthropic initially won coding
▪️ Future research directions he’s excited about

0:00 Intro
1:12 Transformers vs. Human Learning
8:37 How Do We Get Physical World Generalization?
10:52 What Comes After Transformers
13:59 How Much Have Agents Improved Lukasz's AI Research Productivity?
17:21 How Close Is an AI Research Intern?
26:06 RL Beyond Verifiable Tasks
35:38 App Companies: Build Models or Lean on Labs?
46:21 Multimodal Is Still Missing Something
49:46 OpenAI's Bet on Reasoning
55:26 The AI Coding Wars
59:26 Focus vs. Keeping Embers Burning
1:02:09 Open Source vs. Closed Source Gap
1:05:15 Quickfire

YouTube: https://t.co/wetErBD4B8
Spotify: https://t.co/FSYWR39ep2
Apple: https://t.co/j2omVI8xEa

[Redpoint @Redpoint]

Welcome @dfkoz to Redpoint as Partner and Head of Founder Experience. 

Redpoint has invested in FX for a decade. As a team, we aim to deliver concrete value to our founders that manifests in the two most important things to any growing business: people to power the business, and customers to drive revenue.

A great team deserves a great leader. Dan is one of the first Platform leaders in venture, having spent a decade at FirstMark building out the network function and writing the original FX playbook that so many firms (Redpoint included) took inspiration from. He then spent the last couple of years building startup programs at Google.

Now, Dan will lead our FX team to keep delivering concrete value to Redpoint founders. Beyond the resume, Dan’s low-ego and founder-first instincts align perfectly with the ethos of our team. With Dan, our ambitions only grow: to identify, back, and accelerate more founders of generational companies.

Dan, we're so lucky to have you on our team. Welcome!!

[Jacob Effron @jacobeffron]

.@scmallaby spent 30+ hours with Demis Hassabis in the back of a British pub. I sat down with Sebastian to chat about his recent book, The Infinity Machine, where he provides a fascinating history of DeepMind, Demis and the broader AI landscape. We hit on:

▪️ Whether the race between labs was inevitable
▪️ Project Mario: the secret plan to spin DeepMind out of Google
▪️ Why Google missed scaling the transformer despite inventing it and wasn’t first to ChatGPT and Claude Code
▪️ The personal history between Demis, Elon and Sam
▪️ The quasi-spiritual conviction Sebastian didn't expect to find underneath the science

0:00 Intro
2:04 Was the AI Race Inevitable?
4:03 The 2015 Safety Summit Backfire
11:27 Why Google Doesn't Make As Concentrated Bets
15:51 Project Mario: The Secret Spinout Plan
19:43 What Demis Actually Regrets
23:46 Venture Startups vs. Tech Behemoths
34:08 David Silver and the RL True Believers
38:21 Demis, Elon, and the Evil Genius Feud
42:39 Great Man Theory vs. Inevitability
45:00 What Demis Didn't Want Published

YouTube: https://t.co/g9c6igS9jO
Spotify: https://t.co/801242yROV
Apple: https://t.co/PKyOkijVHg

[Jacob Effron @jacobeffron]

Garner Health is one of the fastest growing and under-the-radar companies in tech. On the heels of their Series E, @nikillinit and I talked with @nickpreber to dig into how @getgarner reached this scale and what comes next.

We’ve had the privilege of working closely with Nick for five years now and I think you’ll see in this conversation what makes him such a special entrepreneur. He’s had a consistently clear vision for improving US healthcare and relentlessly executed to do so. He’s incredibly thoughtful about how AI and data can be effectively used and we got into a lot of details around Garner’s approach to both.

Full episode below:
YouTube: https://t.co/uq0C2Qi4dE
Spotify: https://t.co/vX03X9M68L

[Redpoint @Redpoint]

We're honored to continue our partnership with Nick Reber and the @garnerhealth team as they close their $100M Series E.

One of the most important decisions in healthcare is which doctor you see, but patients have rarely had reliable information about who actually delivers the best outcomes. Garner is changing that.

Having partnered with Nick and the team for years, we've had a front-row seat to how he operates with relentless focus on providing better care for employees, lower costs for employers, and a clear signal for the doctors who deliver the best outcomes.

We're thrilled to keep backing the Garner team as they bring better care to millions more 🎉

[Redpoint @Redpoint]

@vsreekanti @RunLLM @Herald_Dev ❤️💯

[Redpoint @Redpoint]

See the full dynamic list here: https://t.co/OgLQkjUfLi

[Redpoint @Redpoint]

The Redpoint InfraRed 100 is now live.

These are the companies building the infrastructure that powers everything happening in AI right now, from world models and agent runtimes to the sandboxes, databases, and security tools agents depend on.

Congratulations to this year's honorees!

Read the full 2026 InfraRed Report: our state of the union on AI and cloud infrastructure 👉 https://t.co/Y1y94ZwI5B

[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!

[Modal @modal]

https://t.co/5DZKxwdGY5

[Jacob Effron @jacobeffron]

“LLMs are intrinsically unsafe.”

@ylecun argues that models that can’t predict the consequences of their actions can’t be made reliable.

[Redpoint @Redpoint]

@ShivdevRao 👏

[Yann LeCun @ylecun]

Fun interview with Jacob Effron on the Unsupervised Learning podcast.

[Jacob Effron @jacobeffron]

It’s hard to imagine more of a dream Unsupervised Learning guest than @ylecun. Yann is one of the godfathers of AI, and he has some fascinating contrarian views on the limitations of LLMs. It was incredible to get to have a wide-ranging discussion with Yann about these views, reflections on his time at Meta and departure and what’s next for him. We hit on:
▪️ LLM limitations and a path forward for robotics
▪️ Why he left Meta
▪️ How he came to so dramatically disagree with his Turing co-laureates Geoff Hinton and Yoshua Bengio on LLMs
▪️ His predictions for 2027
▪️ His new company AMI and the bet on world models
▪️ Why he compares OpenAI and Anthropic to Sun Microsystems
▪️ Why he tells PhD students to stop working on LLMs

Plus some sharp views on the current safety discourse, how breakthrough research actually happens and what FAIR got right and wrong.

YouTube: https://t.co/1cBJUL1ahr
Spotify: https://t.co/LVXp290KZw
Apple: https://t.co/U36KpzzJF0

[Jacob Effron @jacobeffron]

Fun pod dropping tomorrow!

[Redpoint @Redpoint]

Congratulations to @RJScaringe and the entire Mind Robotics team on their $400M raise! We're excited to partner with them on this next chapter.

Mind Robotics is building the full-stack platform to make robotics work in real-world manufacturing with a focus on scaled deployments. Dexterous, reasoning-intensive industrial tasks are finally within reach and RJ is building a team with deep expertise spanning AI, robotics, and industrial manufacturing.

We couldn't be more excited to be along for the ride and for what's ahead 🚀

[Redpoint @Redpoint]

We're leading @champ_hq $8.5M round and partnering with @jputrevu, Ted Cheng, and Peter Lin. Congrats to the whole team as they emerge from stealth!

Operations teams still struggle with the judgment-heavy work between their tools, from re-keying data out of faxed PDFs to waiting on hold with insurance companies. Champ's platform orchestrates browser, document, and voice agents end-to-end in a single system, so ops teams can finally automate this work in-house.

Jagannath, Ted, and Peter spent nearly a decade together at Instacart scaling operations to over a million daily orders across 4,000+ retailers. Every backchannel we ran gave us conviction this is the team to win this market.

We’re honored to be partnering with Jagannath, Ted, and Peter and are excited for what's ahead 🎉 .

[Redpoint @Redpoint]

@jputrevu @champ_hq @defyvc @Max @svangel Congrats team! up, uP, UP! 🚀🚀🚀

[Redpoint @Redpoint]

@Revel_Software @AstroMechanica Congrats!! 👏👏👏