Sailing On
San Francisco, CA
Joined November 2012
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- Following133
- Followers149
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Charley Cunningham retweeted
Active memory/disk billing is essential for hosting background agents at scale.
Our users' agents only use a tiny fraction of their reserved memory/disk but most sandbox providers make them pay for their full allocation. It seems incredibly obvious that you should do active-everything billing if you want to encourage ambitious long-horizon work, so I'm always surprised that sailboxes are basically the only sandbox that supports it.
The days of sweating OOM kills vs wasted memory are over!
If you’re building long-running agents or memory-heavy distributed workloads, Sailboxes let you pay for only the memory your tasks actually use.
More on how we made that possible: sailresearch.com/blog/maxima…
SK Hynix, $MU , and Samsung have sold out of 2027 capacity for DRAM/HBM.
$SNDK, Samsung, Micron current annual NAND capacity has been sold out, with Kioxia and SK Hynix expected to finalize allocations by August 2026.
- Customers are being allocated only 60–70% of the volumes they initially requested
- industry insiders pointed out that 2027 will enter the most severe moment of memory shortage
- Allocation amounts are mostly decided, but final shipment pricing will be determined closer to delivery
Source: Digitimes, citing industry sources.
Hard to see those memory "oversupply" claims in early-mid 2027 when they're all sold out of capacity already.
Charley Cunningham retweeted
super excited about Sailboxes - the best home for ambitious AI agents! @charley3c and @NirvikBaruah did an incredible job here. You know it's real when minecraft works ⛏️
Today we're launching Sailboxes: the first cloud environment purpose-built for long-horizon AI agents. Sailboxes are full machines with persistent state that auto-sleep, built for agents that live forever, priced so you only pay for what they actually use. From $0.015 per active vCPU-hour, over 70% cheaper than other providers.
Under the hood: novel architecture from @NirvikBaruah and @charley3c that live-migrates VMs based on actual resource usage. To show how robust it is, we ran a Minecraft server in a Sailbox and forced it to migrate every 2 minutes--players never noticed.
Charley Cunningham retweeted
Arbitrary live-migration of full VMs!!! No small feat from @NirvikBaruah @charley3c
Nitty-gritty on how they did it:
sailresearch.com/blog/perfor…
Charley Cunningham retweeted
Samir Menon @blintzbase and I are thrilled to announce Sail @sailresearchco ! We build infrastructure for long-horizon agents: inference served at unbeatable prices-per-token for open models, plus sandboxes designed to run for days, weeks, or longer.
We've raised $80M, w/ our seed led by @Sequoia
and series A led by @KleinerPerkins. We're using this capital to build the most efficient infrastructure for long-horizon agents.
What makes agents so different? Unlike a human waiting at a keyboard (top priority: speed), agents need scale, reliability, and sustainable cost. Sail finds this efficiency everywhere in the stack: we carefully choose our chips, write custom inference engines, and run a global controller that fully utilizes every computer in our fleet. Tight integration from silicon to API lets Sail open up the cost / latency frontier to our customers - the most patient agents can now access 10x more intelligence per dollar.
We're excited to be working with great companies like
@parallelweb, @detaildotdev,@Jackandjillai, and @quadrillion_ai to deploy long-horizon agents with trillions of tokens.
Our team is thoughtful in our engineering craft and relentlessly ambitious in our pursuit of peak performance. We previously trained at companies like NVIDIA, OpenAI, Google, and so many trading firms. Now we're ready to do the work that will define our careers, in the most compute intensive market of all time.
Welcome to the era of abundant intelligence. We can't wait to build with you!
Charley Cunningham retweeted
Congratulations to @neilmovva, Samir Menon, and the @sailresearchco team on their $80M Seed & Series A round. We're excited to have invested in both the Seed and Series A alongside many fantastic co-investors.
Today, agents run autonomously for hours, making thousands of decisions with no one in the loop. The industry needs an order-of-magnitude drop in cost per token, and Sail is rebuilding the inference stack from the silicon up to deliver it.
Neil has spent his career at the hardware-software interface, from Tensor Cores at NVIDIA to the Neural Engine at Apple to leading GPU kernels at Together.ai. Samir's background spans applied cryptography and security, from cofounding Blyss to platform security work at Apple. Together, they've built a culture obsessed with efficiency, where every engineer owns their piece of the stack outright.
In this video, they discuss why Sail bet on an order-of-magnitude drop in cost per token, why ownership is the trait they hire for, and why Renee Shah and Satish Dharmaraj backed them on day one.
Congratulations again, we are honored to partner with this team!
Watch below👇
Charley Cunningham retweeted
I've left OpenAI and the Codex team to build Blackstar: A new hardware company building the future of human-computer interaction.
We believe that software is solved. Building apps is now easy, but the next meaningful improvement in human-AI communication requires changing the OS & hardware. That's why we're building a new device entirely.
I'm also excited to announce our $12m seed round led by @AbstractVC, with participation from @naval, @SVAngel, @chapterone, and Timeless, among other amazing angels who've supported us from the old Alex days.
