Robot Ventures

Funding the future of automation in deep tech and finance. By @rleshner @tarunchitra

[Yi Sun @theyisun]

AI is making cyberattacks far more dangerous, so at @axiom_xyz we formally verified @openvm_org to stay ahead of AI attackers.

Today we’re launching @Intrinsic_HQ to bring the same AI-powered provable security to the rest of software.

[MegaETH @megaeth]

Today, the MegaETH Foundation became MEGA.

Here's what this means for MegaETH.

[BULK @bulktrade]

The B stands for BILLIONS

$2,000,000,000 traded on BULK 👀

[Matthew Pines @matthew_pines]

Physics go brrr! (part deux…)

[Physical Superintelligence @psipbc]

Today Physical Superintelligence PBC is announcing a proof of the Aaronson-Ambainis conjecture, one of the central open problems in quantum complexity, with major implications for quantum computing speedup.

https://t.co/sAewkKdSOu

Thread 👇

[Robot Ventures @robotventures]

Congrats @psipbc on their advances in quantum information theory.

It truly feels like we’re entering a fast takeoff moment for physics.

[Physical Superintelligence @psipbc]

Today Physical Superintelligence PBC is announcing solutions to five long-standing problems in quantum information theory.

https://t.co/LjmLz0mCtF

Thread 👇

[Tommy @Shaughnessy119]

Microsoft and Nvidia both came into the Nous Research round

@tarunchitra on what that means for Hermes Agent:

"Nous is going to be one of the main open source harnesses you can use at Microsoft"

And Nvidia installs it by default on its DGX Spark machines

[Tommy @Shaughnessy119]

New Delphi Podcast with Tarun Chitra (@tarunchitra), founder of Gauntlet and managing partner at Robot Ventures

Robot just led the $90M round in @NousResearch. Tarun spent three to four months on diligence, from OpenRouter data to GitHub forks, before backing Nous and Hermes Agent

We get into why crypto's first run at AI went wrong, why the crypto people who dropped the token won, why OpenClaw is the worst developer experience he's used, and why Hermes is closer to Ubuntu than to Android

He also found Chinese robot makers building on Hermes, and some inference providers gaming cache pricing

His market structure take: all the money goes to the top and the bottom. Harnesses on top, inference underneath. Hermes is like investing in Phantom or FOMO

00:00 Intro
06:34 Robot Leads Nous's $90M Round
09:37 Crypto AI Was Meme Coins With More Steps
14:40 Why Nous Stood Out Early
28:14 Hermes vs OpenClaw
35:39 The End of AI Lock-In
46:33 The Ubuntu of AI
56:17 Microsoft and Nvidia Join the Round
59:42 OpenRouter Is a DEX for AI
1:07:02 All the Money Goes to the Top

Disc. Delphi Ventures co-led the seed of Nous Research and invested again in the Series A and B

Full episode

[Nous Research @NousResearch]

See you next week in NYC!

[Dr. Alex Wissner-Gross @alexwg]

https://t.co/lZMZeMrBpl

[BULK @bulktrade]

AURA DAY IS HERE 🔥

→ Challenger Series ranks are out
→ League Cash just hit the top BULKers’ accounts
→ A new Gauntlet has been thrown 👀

Where do you stand?
https://t.co/MtXQZUemxm

[Tommy @Shaughnessy119]

I can't get Jensen using Hermes here. GG @NousResearch x @nvidia

[Nous Research @NousResearch]

Jensen closed his GTC Berlin 2026 keynote with this Hermes Agent demo as the finale.

He introduced it by saying the way to build an agent is to ask an agent to build it for you, so he installed and set up a customized Hermes in one prompt.

Then he used Hermes, running on @nvidia RTX Spark, to create a simulated training environment for the @huggingface Microduck. Hermes planned an obstacle course with Nemotron and had GPT-6 Astra build it using FreeCAD, Omniverse libraries, Blender, Newton, and Isaac Lab. Hermes trained thousands of simulated ducks on that course until the validated policy was ready to run on the real robot in the physical world.

At Nous, we believe open source is a practical tool as much as a philosophical ideal. It gives users the ability to build powerful, complex workflows chaining numerous local+cloud models, devices, and tools themselves instead of waiting for a company to enable them.

[Nous Research @NousResearch]

Our CEO @dillonrolnick sat down with @eastdakota, CEO of @Cloudflare, for a wide-ranging conversation about agents, the future of the internet, and the fight for digital sovereignty.

Thanks to the @usv team for hosting!

[Lighter @Lighter_xyz]

We've surpassed 1 million accounts on Lighter Core. Thank you to everyone building and trading with us! 🕯️

[Hylo @hylo_so]

Hylo closed a $1M strategic funding round led by @SolanaVentures with participation from @colosseum.

This marks Solana Ventures' 2nd and Colosseum's 3rd investment in Hylo, reflecting their continued conviction in our vision to scale leverage and yield infrastructure on Solana.

[Robot Ventures @robotventures]

Supercharge your @NVIDIAAI Nemotron experience with Hermes Agent.

[Nous Research @NousResearch]

Hermes Agent is the best place to use the new @NVIDIAAI Nemotron 3.5 Super VL and Bolt models.

NVIDIA benchmarked Super VL on Hermes Bench with a score of 63.44, and compared to similar local models it has up to 5x the token throughput.

[BULK @bulktrade]

The B stands for BILLION

Where were you for the first $1B? 👀

[Teknium 🪽 @Teknium]

Hermes Agent Spotted 👀👀

[Robot Ventures @robotventures]

@nvidia x @NousResearch 🫡

[Dill @dillonrolnick]

👀