Investor at 01A. We spent a fortune on our website, so check it out: https://teapawt.net/t.co/So3Ge6bpkR. Was Twitter COO.
California
Joined March 2008
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We have raised a $395m Fund 3!
Even better: @davidbfischer, former Facebook CRO, is joining us as Partner!
techcrunch.com/2023/11/07/01…
After years of competing against David, it’s amazing to be on the same side of the table now. @dickc and i feel so lucky to work with him :)
Our for-operators, by-operators fund is prob the only one where the partners have previously taken their companies from $0-$123B in yearly revenue.
(Yes, David represents $121B of that!)
And, @LiatBycel has joined us as an Operating Partner to work with our portfolio companies. Liat helped grow Airtable to $200m ARR — she’s incredible!
Our focus is still the same:
We come in right after companies have found product-market-fit and we help with scaling and GTM. We are mostly Series B but also late As. We love B2B SaaS (most of what we do) but would like to find some more consumer biz too!
We work with Founders at a very critical time: when their companies are scaling and those Founders/CEOs are looking for help from people who have been there before.
If you’re a Founder who is about to go thru a scaling moment, my DMs are open!
Congrats to @fat, @foobar1234, @mdo, and the entire @pierrecomputer team on today’s announcement with @openai.
It’s been a huge highlight to work w you all (again!)
Our original decision to invest was a very fast “hell yes” by our team.
Excited to see what you do next! 🎉
Here’s more:
Today we’re announcing that OpenAI will acquire @pierrecomputer to accelerate our vision for making Codex a place where teams can build software together with AI, from first idea to the version they ship.
Pierre’s open-source developer tools already power parts of Codex today. Together, we’ll build on that foundation for the agentic era.
openai.com/index/openai-to-a…
Huge launches by @baseten today 🚀
Intelligent Router: matches each task to the right model.
Sandboxes: gives AI a place to run code and complete tasks.
Serverless post-training: SFT and RL on frontier open-weight models.
Incredible list of strangest high school mascots.
California’s #1 = Oakland’s Life Academy Biohazards.
Prob the best is Piedmont’s Millennium High School.
Their mascot is the Millennium...Falcons!
🏡🚀 Inside Opendoor’s Transformation: Real Progress, Shared by Linear! ❤️
What makes this article especially interesting is that it comes from Linear, a technology company whose software Opendoor uses — not from Opendoor praising itself! 👀🏡
Linear shares how Kaz and Fahd are rebuilding $OPEN from the inside out.
Instead of sticking with outdated workflows, the team adopted Linear to improve project visibility, accountability, and collaboration.
Every project now has a clear owner, teams share weekly progress updates, and employees can see what others are building.
According to the article, the pace of product development has improved, and teams are becoming more connected and motivated.
This is the kind of behind-the-scenes progress I love seeing! ❤️
Real transformation isn’t just about promises. It’s about building better systems, improving execution, and creating a stronger foundation for the future.
One step at a time. Keep building, team! 🏡💪🚀 $OPEN
linear.app/customers/opendoo…
Fantastic hire. @petersellis is the exact right person for the gig. So excited about this.
And probably the biggest benefit:
He'll be the first person in the role who won't turn grey from all the stress. :)
I’m joining the team at @X to lead Product.
I am a huge believer in @SpaceX's mission to extend human consciousness to the stars, so it’s time to make shitposting multiplanetary.
X is the best way to find out what’s happening in the world right now and talk about it. The team has been working tirelessly to make X a better place and product for the people who love it, and many have noticed the recent momentum. My goal is to help accelerate that momentum for our community, new users, and businesses globally by continuing to make this product beautiful and useful.
We are twenty years in, but it truly feels like X’s next chapter will be our greatest. I look forward to your ideas and feedback; I’m sure the replies will be measured and magnanimous.
Best decision models in the world, free, and open-source, with all the details of how we trained it at @baselabs. Enjoy!
After working shoulder-to-shoulder with @kevinweil in the trenches, and jamming w @dpatil for a couple of decades (!), we’d be excited about backing almost anything these guys decided to build together.
But when they told us about @warpsciences, my immediate reaction was: this isn't just a big idea, it is an idea that is desperately needed.
Here's why:
About 20 years ago, the US pharma industry made an enormous strategic mistake.
Lured by lower costs, the industry began outsourcing a critical component of drug discovery to China.
At first, the advantage was economic.
But over time, China built something far more formidable: a world-class chemistry talent base, massive research infrastructure, and the ability to execute drug discovery work at extraordinary speed and scale.
It started as a cost-saving decision and now has become a total structural dependency. Bonkers.
In the process, we allowed much of the expertise, infrastructure, and capacity underpinning American drug innovation to migrate overseas.
We effectively ceded a critical part of our drug discovery engine to China.
Think about that for a moment.
One of America's most strategically important industries now relies heavily on a geopolitical rival for a foundational part of its innovation process.
It's beyond wild that we let ourselves get here.
So that's what makes Warp so compelling.
Warp is building a next-generation, U.S.-based chemistry contract research organization (a “CRO”), combining world-class chemists, AI, and robotics to fundamentally reinvent how molecules are made and tested.
@kevinweil, @dpatil, @manohar_paluri, and Sol Reisberg's ambition goes well beyond simply bringing this capability back to American soil.
It's about building a fundamentally better model for drug discovery.
Every experiment generates data. That data trains better AI models. Better models make the labs smarter and more productive. And more productive labs enable scientists to explore more ideas, faster.
It's a compounding flywheel of scientific discovery.
If Warp succeeds, we won't just have brought a critical capability back home - we'll have rebuilt it in a way that's faster, smarter, and more scalable than what came before.
That's a future at 01A we're incredibly excited to help back.
💥 Introducing Warp Sciences, a new company applying AI and robotics to help the world develop new medicines faster.
We’ve raised a $215M Series A led by @lightspeedvp to bring frontier AI out of the browser and into the lab, and build scientific capacity here in America.
I co-founded Warp with my long-time friend @dpatil, FAIR co-founder @manohar_paluri, and drug hunter Sol Reisberg. The early team is full of incredible people like @bkspears9, who helped achieve Q>1 fusion at LLNL.
Great list below.
We at 01A are very happy to be investors in #1 @baseten, #13 @render and #22 @attio.
01a.com/featured
This quoted post is unavailable.
Read this great piece by @wayne about REA!
Micro1 passed $1B rev run rate, up from $500M over the summer, and continues to be very profitable.
AI is driven by compute, models & data. However, the impact of data was oddly non-consensus. The industry's starting to wake up.
If you want to understand where data labs are headed, check out #8 below. Realism has never been more important.
micro1.ai/data-partnerships
about 3 years ago, micro1 lost 60% of its revenue overnight and almost went bankrupt.
today, i'm proud to share we've surpassed $1B annual run rate while remaining historically profitable.
it’s been a special journey. we’re grateful for every struggle, moment, and person who has been part of it.
we've taken a very untraditional path to get here. our core team is only ~180 people, spanning 14+ countries, and fully remote.
many of our decisions sacrifice hundreds of millions of revenue and slow us down short term. but we believe they compound into advantages that are impossible to replicate long term.
the long term is now.
these are the 8 principles that made micro1 a leader in the data industry and will soon make us number one:
1.) human 1st AI: treat the tens of thousands of experts helping train models with absolute best-in-class care. our goal is to make AI training one of the largest, highest paying, and most enjoyable job sectors in the world.
2.) U.S. first: we refuse to work with adversarial nations, or export data that improves models against the interests of Americans.
3.) long-term research over short-term ARR: invest in deep research, products, and infrastructure for years from now, not just the next customer pipeline.
4.) proper incentives for intensely hard work: no arbitrary requirements like 996. inspire people to work extremely hard with outlier incentive structures instead of forcing weekend work. we’ve maintained close to 100% core team retention as a result.
5.) stay lean and global: we’ve reached $1B run rate with ~180 people, and intend to slow team growth significantly from here. exceptional talent is found around the world, and pedigree is the wrong thing to over-index on.
6.) execution alignment: company to retain a streamlined board so we can optimize for the next several decades, remain light-weight and dynamic, and take bold & calculated risks.
7.) abundant intelligence improvement: invest in building data generation models to make high-quality datasets and RL environments dramatically less expensive and more abundant.
8.) scale data on realism and horizon: realism brings the complexity of the real world into training models, while horizon extends how long models can work and how much complexity they can handle. both have enormous room to scale, and we’re pushing the limits of both.
additionally: after surpassing $500M run rate this summer, we priced our Series B at a $4B valuation, alongside a ~$25M tender to give our early employees liquidity as we build for the long term. the round was led by Dream Ventures, a longtime supporter and one of our earliest investors, alongside Microsoft, Javelin, Flybridge, G Squared, Up Partners, and LG.
we’re also grateful to be backed by incredible industry leaders, including Guodong Zhang (co-founder of xAI), Andy Fang (CTO of DoorDash), Igor Babuschkin (co-founder of xAI), Behnam Neyshabur (founder of Mirendil), Jerry Tworek (ex-VP of Research at OpenAI), and many more.
data is on its way to becoming the largest industry humanity has ever seen, and we're certain this is just the beginning.
best,
Ali
The @micro1_ai Personal Agent Benchmark just launched, scored on task completion and whether the agent’s actions could be trusted.
Super surprising results to me…
Preliminary benchmark results below with Gemini Spark taking the lead. View more here: micro1.ai/personal-agent-ben…
