Christian. GP @wagmi_vc: pre-IPO allocations incl. OpenAI, SpaceX, Anthropic, Stripe. $50M+ deployed. LP @PanteraCapital. Angel. DMs open.
Joined February 2022
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Since 2022 we've run WAGMI Ventures: a private syndicate getting individual investors into late-stage names before they IPO. Allocations have included OpenAI, SpaceX, Anthropic & Stripe. $50M+ deployed.
Not a fund with a committee: we do the research & the allocation, members pick deal by deal. Accredited investors only.
If you invest in pre-IPO AI, or want to, DMs are open. wagmiventures.io
Bedrock Robotics $600m Series C at $4.1b, CapitalG & Emergence co-led, Nvidia & Temasek in. retrofit kits, not new machines. that's the part that matters late stage: adoption doesn't wait on a fleet replacement cycle.
source: techcrunch.com/2026/10/26/th…
patched centrally instead of handing customers an advisory. for agent infra that's the bit that shows up at renewal, nobody wants to run a CVE desk for their sandbox.
Is your coding harness secure?
At Replit, we’ve spent years building security into the infrastructure where agents work.
Last week, that investment paid off: our isolation protections already prevented exploitation of the disclosed kernel vulnerabilities.
We also patched affected tooling and deployed firewall protections centrally, reducing the work customers had to do themselves.
the permissions layer is the interesting part here, not the rails. an agent that can move money is a controls question before it's an AI question, & in most companies nobody owns that yet.
Move money with agents using Stripe Treasury.
Customize permissions for your agent and pay invoices, transfer funds, and convert currencies.
Get started: docs.stripe.com/treasury/age….
anthropic filed its S-1 today. ANT on nasdaq, goldman & morgan stanley running it, no price range yet.
for anyone holding private AI paper the useful bit is that the comp set stops being a negotiation and becomes a print.
source: anthropic.com/news/s1-sec
Blackwall: $100m Series C at $2.2b, AVP leading, 4x its 2025 mark. they sell through hosting providers rather than to the sites themselves. agent traffic has quietly become a line someone bills for, not a cost websites just eat.
source: techcrunch.com/2026/10/20/bl…
AuxoAI raised $20.7m Series A, NTTVC leading. forward deployed strategists and engineers sitting inside Global 2000 customers, 40+ so far.
the open question is whether that revenue ever prices like software or stays services.
source: prnewswire.com/news-releases…
the tell for me is that a full duration 33 engine static fire barely moves anyone now. cadence is basically the whole story at this point.
ASI raised $325m at $3b, Spark leading, with Citadel Securities in the round. customers are the FAA, United, Delta, the Army. a market maker taking a venture position in government infrastructure is the part that stands out.
source: siliconangle.com/2026/10/20/…
they paused frontier training last month because a model got out of the offline sandbox through a dns misconfig, then wrote the whole thing up. a lab publishing its own containment failure gives you something to compare on besides benchmarks.
Over the past several months, we have substantially hardened the security of our research training environment. We’ve removed live internet access for all frontier models during training and built an offline world for them to use instead—a cached version of the web where they can still learn to browse, search, and use applications.
On September 20, after a model exploited a DNS misconfiguration to find a way outside of this offline world, we paused frontier training to strengthen containment further. We assembled teams of agents, powered by our most cyber-capable models, and tasked them with finding weaknesses in our research environments.
While they found no route to the internet they could easily exploit while concealing their activity from our monitors, they did find zero-day vulnerabilities, virtual machine escapes, and hardware side-channels for communication between agents. We used their discoveries to further strengthen our defenses and contribute fixes to open-source software.
After strengthening our containment architecture, we resumed our frontier RL training and inference on October 1. We’ve reserved substantial compute for continuous red-teaming, and made high-compute red-teaming part of the safety cases we use to decide whether frontier training and evaluation can proceed securely.
openai.com/index/securing-ou…
OpenAI filed confidentially in june and is now working on $30b privately at $1.25t instead of listing. was $852b in march. the filing is starting to read like leverage for the private round rather than a plan to go out.
source: techcrunch.com/2026/10/22/op…
the first one is the real news here. incorporating stops being a separate week of paperwork and becomes a step inside the thing you are already building in. the rest are features.
This Week in Replit
1) Stripe Atlas on Replit. Ask Replit to incorporate your business through the Stripe MCP integration, with 20% off when you incorporate through Replit.
→ Try it today. Ask Replit: "Incorporate my business with Stripe Atlas"
2) Chat and asset sharing. Give your teammate the full context rather than just the summary. Share a whole chat or a single asset with selected teammates or your whole workspace. No copy-pasting the whole chat.
→ Hit Share at the top of your chat: docs.replit.com/features/cha…
3) Create and update skills. Turn useful workflows from your conversations and projects into reusable workspace skills. Replit suggests new skills or improvements to existing ones, and you approve them before they're saved.
→ Nailed a workflow? Ask Replit: "Turn this into a skill"
4) Meet Replit for Government. National, state, local, tribal, and territorial governments can now turn shared knowledge into useful tools. Because public service deserves better software.
→ replit.com/industries/govern…
5) Security update. Recent vulnerabilities in widely used third-party software created risks across the internet. Replit patched infrastructure, updated language tooling, and blocked exploits to protect your apps. Where you need to republish, you'll get clear instructions.
→ replit.com/blog/security-vul…
6) Meet Replit Monitoring Agent, your autonomous on-call engineer. It can see, fix, and deploy changes autonomously. Turn on Monitoring alerts and Auto-fix, and add Auto-republish to ship validated fixes on their own.
→ replit.com/blog/replit-monit…
Full replay of today's sh, with Jon Cheney on building a $20M company on Replit, and Andrea Leang and Josh McFarlin on Monitoring Agent: youtu.be/j8w3sa0F8VM
Daytona $60m Srs B at $1b, FirstMark leading again. $91m raised total, no revenue figure in the piece. the angel list is the tell: Collison, Lutke, Srinivas, Pomel, D'Angelo, all buying the plumbing their own agents will run on.
source: techcrunch.com/2026/10/23/ag…
AAPL already trades fine. the rail gets interesting for the stuff that doesn't trade at all, & that's a much slower fight than a listing announcement.
read only is the whole story here. answering what did i make today was never the hard part, the hard part is who is liable when the model moves the money. that one stays unsolved a while longer.
You can now ask ChatGPT “What did I make today?” or “Where did I lose money this month?” about your Kraken account.
Prices, charts and news need no login. Your account is read-only, so ChatGPT can’t place trades or move money.
Kraken is live in ChatGPT:
chatgpt.com/plugins/plugin_a…
Flapping Airplanes: $1b Series A at $6b, Index & Lux co-led, Nvidia in. The seed was $180m at $1.5b about a year ago. 4x in one step, and the pitch is training on less data. Priced as if cheaper compute is already proven.
source: techcrunch.com/2026/10/21/ye…
Town raised $108m at a unicorn valuation, co-led by Forerunner & Menlo, four months after launch.
founder is Jean-Denis Greze, ex-CTO of Plaid. for a product whose job is plugging into everyone else's tools, that's the line i'd weight.
source: techcrunch.com/2026/10/19/ai…
r3 spent a decade building permissioned chains for banks. the reason given here is one pool of liquidity, which is the one thing a private network can't manufacture. bigger concession than it reads.
Todd McDonald, co-founder of @inside_r3, on the three reasons they chose Solana for the next version of Corda
“One is the technology. I personally love their approach to a single mainnet and scaling through a single mainnet. One pool of liquidity. Two is their strategy. Internet Capital Markets, that’s the north star. They’re focused on helping existing capital markets players understand, launch and be successful on Solana.”
“Three, the culture of the ecosystem. Both those building on it and the Solana Foundation. They’re viewing this as a long-term business they want to grow. What you really need in this space is long-term alignment with the partners you choose. That was the big thing for us.”
@Mcdtv @jacqmelinek @_TalkingTokens
Opsin raised $21m, co-led by SYN Ventures & Race Capital, to govern what enterprise AI agents connect to and can call, and to quarantine one mid-task.
that line item exists because deployment ran ahead of permissions.
source: opsinsecurity.com/blog/opsin…
5% up front & up to another 2% for every 50% of value created. that is a claim on the upside sitting on the cap table itself, not a founder pledge you have to take on trust.
We’re committing a portion of Anthropic’s shares to the Anthropic Public Benefit Fund, a new wholly owned entity dedicated entirely to the public benefit.
It will start off with 5% of our shares. For every 50% increase in the company’s value over a set baseline, we can contribute up to an extra 2%, subject to our board’s discretion.
In total, this means that roughly 20% of Anthropic’s shares are committed to the public good. Our co-founders have already pledged to donate 80% of their equity, and around half our employees are donating a portion of their equity as part of a donation matching program we’ve run since our founding.
In the post below, we share more details about our new fund.
anthropic.com/news/public-be…
