Most AI investing happens downstream of the frontier: a capability emerges, a category gets named, and capital rushes in.
But by the time a category earns a clean box on a market map, the best builders have usually been living in the messy version for months.
Agents. Reasoning. RL environments. World models. AI for Science. Recursive self-improvement.
I call this frontier proximity: the ability to see what is becoming possible before it becomes consensus.
My frontier proximity ladder:
L0 Wrapper: uses today’s models.
L1 Reactor: reacts fast to releases, but roadmap is downstream.
L2 Anticipator: builds for where capabilities are going.
L3 Native: depends on a non-obvious frontier bet.
L4 Shaper: helps move the frontier itself.
The point is not that every company needs to train models.
Apps can have high frontier proximity if they understand what models will make possible next.
Infra can have high frontier proximity if it knows what future agents, multimodal systems, robotics stacks, or scientific workflows will need.
That is why we’re launching MoE Capital.
MoE stands for Mixture of Experts.
The idea is simple: build an AI fund around people closest to the frontier: frontier researchers, technical founders, AI-native builders, and seasoned operators.
We don’t want to be another AI fund with a newsletter-level understanding of the frontier.
We want to build the AI fund closest to the frontier.
More in The Information: https://t.co/CXWJAy34zi
We just raised $30M at a $500M valuation, bringing our total funding to $47M.
Led by @craft_ventures , with @PaceCap , @chemistry , TruArrow, and others.
But before anything else: this belongs to the community.
ComfyUI started as one developer and one open-source repo. No roadmap. No company. Just creators who wanted real control over how they built with AI.
That community is now:
→ 4 million users
→ 60,000+ community-built nodes
→ 150,000+ daily downloads
Every number traces back to people who built in the open, for anyone to use.
Here's where the funding goes:
→ Comfy Cloud: for teams and studios that need security and scale
→ Collaborative workflows: versioning and iteration built for how studios actually work
→ A better local experience: more seamless, more stable
→ Ecosystem reliability: making 60,000+ community nodes more dependable
→ Day-one model support: every major release, compatible at launch
We are not building a walled garden.
We are building open infrastructure, built to last.
Thank you genuinely,
The ComfyUI Team
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@lovable and @boltdotnew have interesting implications for traditional design — the modern design process is focused on maximizing limited eng time, but new "AI prototyping" tools unlocks this bottleneck, and introduces a potential new starting point for sw development
It makes sense that @Figma could/would do something like this, but ultimately depends on if the sw development process treats Figma as an input or an output in a new AI-enabled process.