
Something new. Prev partner at @Sequoia. Started @PeopleGlassApp. @a16z @Caltech CS. Crypto and AGI maxi.
San Francisco, CA
Joined December 2014
- Tweets490
- Following514
- Followers3.4K
- Likes4.2K
Daniel Chen retweeted
Enterprise software has spent decades digitizing paperwork while leaving the hardest work to people. We're changing that.
Today, we’re launching @fragmentdata with $56 million in funding, including a Series A led by @8vc and a seed co-led by @generalcatalyst and @A_StarVC, with angels including @roelofbotha, @nikesharora, and @jeffawilke.
Daniel Chen retweeted
I am good friends with the cofounder of LayerZero. He literally never talks price, never asks for promotion, always heads down. Some of us who support him and the project do all those things though. Anyway, cry harder, job’s not finished.
Daniel Chen retweeted
Listen Labs is joining @Salesforce!
A year and a half ago we launched Listen, an AI platform for understanding customers, and it’s been a crazy ride ever since.
Today, we work with some of the largest companies in the world, including Microsoft, Anthropic, and Sweetgreen.
What started as an AI interviewer is now a full platform for understanding customers. Listen finds the right people, interviews them, analyzes what they say, and even simulates how they'll behave.
Listen’s growth quickly accelerated and while we were raising our next round, we met @Benioff.
Marc is a hero of mine. I've taken countless ideas from Behind the Cloud and watched him framemog every AI CEO on the planet. We're honored to get framemogged next.
With Salesforce, we can bring Listen to every company in the world, much faster.
To our customers, our mission remains the same.I stay CEO, @Florian stays CTO and the same team will keep building the product you rely on, now inside Salesforce AI Labs. Thank you for believing in us early.
To our team, families, and everyone who believed in us before there was much to believe in, thank you.
These years have been the most fun years of my life, and it’s still only just the beginning for Listen.
Now back to work. 🚀
Introducing ask-web: Rox’s in-house web search agent.
ask-web sits on the cost-per-accuracy pareto frontier of the hyper-parameter grid when compared to frontier labs and commercial search agent providers.
The agent delivers 91.3% accuracy at 1.03 cents per query on real production prompts.
It has been running in production for more than 6 months with continuous evals.
Inference partners: @togethercompute, @baseten, @modal
Commercial Search vendors benchmarked: @perplexity_ai, @ExaAILabs, @p0.
Frontier Search vendors benchmarked: @OpenAI, @AnthropicAI
Exa, OpenAI and Anthropic excel on accuracy. Parallel and Perplexity are cost-efficient.
Here’s the breakdown:
Daniel Chen retweeted
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: theinformation.com/newslette…
Daniel Chen retweeted
Replying to @karpathy
@karpathy's AutoResearch made one thing visible:
the frontier question is no longer whether a model can answer once.
It is whether it can survive the loop.
That is why we built AutoLab.
161 evals | 23 tasks | 7 frontier models | 8,891 trajectories | 633M tokens
If you want to watch agents struggle, double down, pivot, and occasionally break through, come watch the Live Lab:
autolab.moe/live-lab
Daniel Chen retweeted
meta: my chat with Claude got too long while drafting this critique of the RLM paper. Claude couldn't fit the full conversation in context. so it grepped the local transcript file and pulled in relevant sections. context as external variable, examined and retrieved programmatically... wait, my Claude is already doing RLM?
the paper (@a1zhang, @lateinteraction). the core problem is real: models need clean separation between the context they're reasoning over and the intermediate results of exploring that context. tool outputs and sub-call results shouldn't pollute the window you're thinking in. context rot from accumulated junk is a genuine failure mode.
but this divide-and-conquer is already happening at the harness level and useful patterns are being RLed into models. plan mode → external checklist → Ralph Wiggum loops working through tasks one at a time with fresh context. subagents returning distilled results so junk never hits the parent window. context-driven file exploration (check length, grep structure, selectively read)...
do the above well and each sub-task gets a focused window with mostly relevant context. this is where RLM's recursive approach actually costs you — every sub-call is a fresh prefill with no KV cache sharing, plus scaffolding overhead. when context is mostly relevant and fits in window, a warm cache with full cross-context attention wins outright.
the training contribution is clean RL env design: the model can't read long snippets from the prompt, forcing it to learn selective exploration and recursive decomposition. but existing coding tools already impose the same constraint — Claude Code's read tool rejects files over ~25k tokens. models are already learning context decomposition because their harness tooling forces it when being RLed.
for frontier models, the path forward is better divide-and-conquer, better tool use for external context — transcripts, persisted state files, disk artifacts — and better RL for learning when to decompose. not a new paradigm. All these are already underway. some RLM patterns are already there, as the opening makes clear.
Daniel Chen retweeted
Few know what’s going on in el segundo
And we may look back on it as one of the most important things that happened in America this century
Daniel Chen retweeted
I was at the @LayerZero_Core event today
It genuinely felt historic
A gigantic leap forward in blockchain technology
Daniel Chen retweeted
The ticker is $LIT.
teapawt.net/Lighter_xyz/status/200…
Daniel Chen retweeted
We are announcing the Lighter Infrastructure Token (LIT)! Lighter is building infrastructure for the future of finance and the native token is key to aligning incentives. In this thread, we will describe the structure of the token, broader vision, and roadmap of use cases.
Daniel Chen retweeted
We’ve raised 17 million led by @PanteraCapital, with participation from @Sequoia and others.
Fin enables users and businesses to move millions of dollars instantly - whether to other Fin users, directly into bank accounts, or across crypto rails.
If banks and payment products could be rebuilt from the ground up today, they would look like Fin.
Daniel Chen retweeted
we first met w sequoia in May 22. They invested in Dec 23. @shaunmmaguire intro'd us to spacex (and pushed us hard to think bigger), @josephinekchen connected us to some of our first customers, @Alfred_Lin helped us reason through scaling problems ...
If you can meet w sequoia, do it. If you can partner with them, definitely do it. it might take some time.
they very much helped shape bridge































