Founder & CEO @NinjaTechAI — world's first autonomous, long-running & self-evolving AI agents. Each with its own cloud computer. Ex-Googler. 1000x productivity.

Mountain View, CA
Joined May 2010
Per-token AI is the Blockbuster era. Enterprises deserve Netflix in the age of 24/7 AI Employees: unmetered intelligence, inside their own cloud. My take on where enterprise AI goes next:
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Wow! This is kinda crazy :-) We can make it unmetered/unlimited for our enterprise customers.
Introducing Kimi K3.1 Pro: our most capable 3T-class open-weight model. 🔹 1M-token context, 2.8T total / 104B active params (MoE), Multimodal. 🔹 Full-project coding: games in Unreal, Unity & Godot. 🔹 Excels at parametric 3D modeling in Blender & CAD. 🔹 More reliable at finance work: Accurate modeling with hallucination down by 65%. 🔹 Matching the strongest proprietary models across coding, agentic and knowledge benchmarks. Kimi K3.1 Pro and K3.1 Pro Highspeed (2–3× faster) are now live on Kimi.ai, Kimi Work, Kimi Code, and the Kimi API. Open weights by Nov 4, 2026. 🔗 API: platform.kimi.ai 🔗 Tech blog: kimi.ai/blog/kimi-k3-1-pro
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AI economics today is token-based and SaaS-based and both are mostly incompatible with needs of large enterprises: Scarcity of tokens per employee doesn't work & giving away your IP is bad. At NinjaTech AI, we are taking a contrarian view. SuperNinja Enterprise is a SaaS & Automation factory: 24/7 AI Employees with unlimited tokens on a flat AI bill (powered by open-weight models), and the entire platform is self-hosted in your cloud account to protect your IP. 🙏 Thank you @vladdoes for a great conversation on the Vlad Kachur Show. ▶️ Full interview: youtube.com/watch?v=R8pCCUPt… #EnterpriseAI #AIAgents #OpenWeightModels
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@satyanadella @Scobleizer @elonmusk @koraykv @JeffDean @finkd @sundarpichai @paulg Would love to know your thoughts (3yrs of iterative R&D).
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OpenAI Dots, Meta Muse, Grok Bot and Google Spark are making 24/7 AI agents mainstream. Great for consumers. For enterprises, we take a contrarian view: 1) Token billing is wrong for 24/7 agentic AI: long-running agents keep racing up the AI bill, and the costs are so unpredictable that they're impossible to forecast. 2) SaaS is wrong for full data & IP ownership: precious data leaving customers' walls is a recipe for disaster, especially with 24/7 agentic AI. 3) Human-in-the-loop is a must-have for complex work: most agentic solutions don't support native, real-time collaboration between AI and humans. SuperNinja Enterprise addresses all 3 and more: ninjatech.ai/solutions/enter… (also the video below was made with autonomously Ninja based on studying that URL 🥷)
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@Scobleizer @Jason @MatthewBerman - would love to know your thoughts.
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After 3 years of R&D and lots of customer interviews, SuperNinja Enterprise launches today. AI employees that work 24/7 inside your own cloud, on a fixed annual bill: ninjatech.ai/enterprise Those interviews kept pointing to the same four problems that stall enterprise AI: cost, unpredictability, rationing and custody of data & IP. SuperNinja Enterprise solves them all: 1️⃣ 𝗖𝗼𝘀𝘁: about 10x lower total cost than frontier models, running 24/7 2️⃣ 𝗨𝗻𝗽𝗿𝗲𝗱𝗶𝗰𝘁𝗮𝗯𝗶𝗹𝗶𝘁𝘆: one fixed annual bill that holds as usage grows 3️⃣ 𝗥𝗮𝘁𝗶𝗼𝗻𝗶𝗻𝗴: unlimited tokens on open-weight models, no per-token meter 4️⃣ 𝗖𝘂𝘀𝘁𝗼𝗱𝘆: your data and IP never leave your cloud VPC Plus turnkey GPU inference from our partners, AI employees in Slack and Microsoft Teams, and Anthropic or OpenAI models on demand. This SuperNinja Enterprise empowers your entire workforce with AI Employees that can work 24/7 to automate all your repetitive tasks with unlimited tokens. PS: SuperNinja's agent made the video below from one prompt. #EnterpriseAI #AIAgents #NinjaTechAI @NinjaTechAI
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@MatthewBerman would love to get your take on this too! You've been covering long-running agents for a while - this is the next-gen version but with unlimited tokens for enterprise customers :-)
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Babak Pahlavan retweeted
Looks like today may be a record day for token volume % of open models on Vercel AI Gateway: 🟦 Open 78.4% 🟨 Closed 21.6% While spend 💲 usually tells a different story, #3 and #4 today are Moonshot AI & DeepSeek. Adding Z⁠.ai, their combined spend surpasses OpenAI (#2). (Do note that's the spend for inference of the model across providers (mostly in the US), not revenue going directly to the open weight labs.)
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Two mathematicians put a year of unpublished work into an AI coding tool. Asked later whether it trained the model, the best answer available was "unlikely, but we cannot rule it out." Nobody did anything wrong. A promise you can't verify is not a control
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@Scobleizer aligned with our discussion today, see my article above. Curious to know your thoughts as well.
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Your CFO wants a predictable AI bill. Your CISO wants data that never leaves your cloud. Your employees want AI that doesn't stop at a cap. We built all three: turn-key, unmetered, 24/7 AI employees doing end-to-end work inside your own infrastructure. We can only onboard a few companies a month, so spots are limited → ninjatech.ai/enterprise (1,000+ employees and curious? DM me.) 🥷 12 months of R&D + 4 month of quiet Beta with a series of customers, now we are launching publicly in Sept 😊
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P.S: this video was also generated fully autonomously by Ninja's latest AI Employees: video, voice-over and music are all coming from different models and it was then edited by Ninja autonomously 😊
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GPT-6 Astra makes significant gains in the Artificial Analysis Coding Agent Index, scoring equal to Fable 5 at lower cost. In the Intelligence Index, it uses fewer tokens than GPT-5.6 Sol for similar performance, but this is outweighed by higher prices Pricing is 2.5x GPT-5.6 Sol’s current prices across the board, up from $4/$20 to $10/$50 per million input/output tokens, with the same 90% discount for cache reads and 25% premium for cache writes. We see distinct stories across our two flagship Indices. In the Artificial Analysis Coding Agent Index, GPT-6 Astra equals Fable 5 at less than half the cost, driven by significant token efficiency gains. In the Artificial Analysis Intelligence Index, GPT-6 Astra is more token efficient than its predecessor for similar performance, but this is offset by the price increase. Artificial Analysis Coding Agent Index - key takeaways: ➤ Rivals top models: In Codex, GPT-6 Astra scores 67 in the Index - approximately equal to Claude Opus 5 and Fable 5 in Claude Code, and Muse Spark 1.3 in Muse Code. Fable 5.1 in Claude Code leads the Index with a score of 70. ➤ 70% more token efficient than GPT-5.6 Sol: GPT-6 Astra sees a substantial improvement in token efficiency, using one third of the tokens compared to GPT-5.6 Sol (max) in the Codex harness, and one fifth of the tokens of Claude Opus 5 (xhigh). Various effort levels of the model occupy the Pareto frontier of token efficiency. ➤ Leads Coding Agent Index cost efficiency frontier: At max effort, GPT-6 Astra costs about the same as GPT-5.6 Sol (max) while scoring 2 points higher on the Index. Per task, the model is less than half the cost of Claude Fable 5, for the same score. Artificial Analysis Intelligence Index - key takeaways: ➤ Sits beside GPT-5.6 Sol in Intelligence: GPT-6 Astra scores equal to GPT-5.6 Sol in the Index at 61. This is 5 points lower than Claude Fable 5.1 (max with fallback). The model also trails Meta’s newly released Muse Spark 1.3 (max). ➤ ~10% fewer output tokens, offset by price increase: GPT-6 Astra defines a new Pareto frontier for Intelligence Index vs Output Tokens per Task - with a ~10% reduction in token use at max effort compared to GPT-5.6 Sol. However, due to the 2.5x increase in price, the model is 75% more expensive per task than its predecessor at max effort. ➤ Hallucinates half as much as GPT-5.6 Sol: GPT-6 Astra sees a large jump in AA-Omniscience, our knowledge and hallucination benchmark. This is driven by a significant decrease in hallucination rate from 92% to 51% at max effort. Unlike some models, this improvement does not come at the cost of accuracy - Astra increased accuracy by 4 points at the same time. ➤ ~80 point gain in AA-Briefcase Elo: GPT-6 Astra improves ~80 points in AA-Briefcase, our frontier long-horizon knowledge work evaluation. Models are tested on multi-week projects, with many linked tasks and thousands of source files. Astra sees a significant increase in both rubric scores and Analytical Quality Elo in AA-Briefcase compared to its predecessor. In the other direction, we observe a reduction in Presentation Quality Elo, where GPT-5.6 Sol (max) still leads all models. ➤ Mixed progress on other evaluations: The model sees a 6 point gain in Humanity’s Last Exam, a long-standing evaluation with emphasis on mathematics, science, and humanities. This is offset by a drop of ~80 Elo points in GDPval-AA v2 - a benchmark we adapted from OpenAI’s dataset measuring economically valuable tasks across 44 occupations. We also observe 2-3 point regressions on other evaluations across a mix of capabilities, including reductions in τ³-Banking (customer support), SciCode (Python problems in a scientific domain), and AA-LCR (long context reasoning over large documents). Congratulations @OpenAI and @sama on the launch!
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Fable 5 is back — 80.3% on SWE-Bench Pro. But a benchmark isn't a workforce. So we put it to work: Fable 5 now powers SuperNinja's Max mode — frontier intelligence for your most business-critical work, wrapped in a long-running, on-prem AI workforce. Super.MyNinja.ai
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Real AI employee = long-running (hours/days, recovers, resumes) + self-evolving (learns from mistakes and YOUR feedback — not a benchmark). That's ~10 months of R&D and customer feedback distilled. Super.MyNinja.ai
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Amen @garrytan Well said.
Be your self, not someone you were assigned to be! Bezos won on time horizon, not AWS or 1-Click. If your bets have to work in 3 years, you compete with everyone. Every smart, funded team is chasing the same 3-year problems. Short horizon, crowded field. Stretch to 7 and the field collapses. Investors want returns, employees want vesting, founders want proof. Almost nobody can sit in a bet that doesn't pay for most of a decade. The patience is the moat, and it costs you, that's why it works. But you can't fake a 7-year horizon on a problem you don't actually care about. Pick the users and the problem Moloch assigned you, the safe ones, the fundable ones, and you'll bail the first hard year. Pick the ones that are actually yours and you'll still be there when everyone else has quit. So the real prerequisite isn't discipline. It's knowing yourself well enough to choose a problem and a set of people you care about that you'll serve them for decades.
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Babak Pahlavan retweeted
Be your self, not someone you were assigned to be! Bezos won on time horizon, not AWS or 1-Click. If your bets have to work in 3 years, you compete with everyone. Every smart, funded team is chasing the same 3-year problems. Short horizon, crowded field. Stretch to 7 and the field collapses. Investors want returns, employees want vesting, founders want proof. Almost nobody can sit in a bet that doesn't pay for most of a decade. The patience is the moat, and it costs you, that's why it works. But you can't fake a 7-year horizon on a problem you don't actually care about. Pick the users and the problem Moloch assigned you, the safe ones, the fundable ones, and you'll bail the first hard year. Pick the ones that are actually yours and you'll still be there when everyone else has quit. So the real prerequisite isn't discipline. It's knowing yourself well enough to choose a problem and a set of people you care about that you'll serve them for decades.
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Babak Pahlavan retweeted
Replying to @yoheinakajima
We are building over stateful agents in last 8 months : we call them self evolving / we encoded the state as agent computer (both memory and file system) , we serialise these states basically hacking through linux kenrel using firecrackers VM and using b-tree to make sure we are snapshot the state diff on every checkpoints - we build a systems inspired by deepmind alphaevolve (we call dreamer agent)- to put right bread cums in agent context to let agent explore the current state and be aware of important information about the current state and bias the agents to build tools to access their states and organise them. We found the agents are specialising in the task domain very well using above (success rate and error rate drops off significantly compared to base model using stateless scaffold - and the system is general enough for different task domain ranging from scientific tasks to sales and customer service. If you are interested happy to show you and share more details: @babakph
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