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After working with both frontier labs and enterprises across industries, @mercor_ai CEO @BrendanFoody joined our CEO @ypatil125 to discuss why proprietary data and custom models are what keep a company competitive at the frontier.

Sierra just hit $100M in ARR, just seven quarters since we launched in February 2024. @claybavor and I are very grateful to our customers and proud of the Sierra team, who has redefined the meaning of intensity and craftsmanship. I have never had this much fun in my career. (Photo is Clay signing the contract that crossed the $100M mark) sierra.ai/blog/100m-arr

We have signed a definitive agreement to acquire @Contentful, a leading headless and composable content platform. 🚀 Upon close, we’ll enhance Agentforce with a native, enterprise-grade content layer – helping customers dynamically orchestrate and deliver personalized experiences across every channel. Learn more: sforce.co/49Aiktb

I’m super excited to share that we have signed a contract with @SpaceX @Starlink to integrate its mini laser terminals onto our satellites for high bandwidth, low latency connectivity!

Introducing Composer 2.5, our most powerful model yet. It's more intelligent, better at sustained work on long-running tasks, and more reliable at following complex instructions. For the next week, we’re doubling the included usage of the model.

Ringing the @Nasdaq bell is just the beginning.

.@benchmark co-lead the initial round for Cerebras 10 years ago. Over the following 5 years, the team amazed, delivering the technological marvel of a wafer-scale chip, the system to heat and cool it, and more recently the software layer that allows giant fleets of Cerebras systems to work together for very large MoE models. But even more impressive, is they just never fucking quit, despite kissing death like 3 times, getting made fun of for unusual early customers, and getting passed over by virtually every respected semi investor (who have all converted now). The team knew, IF they could stay alive, it was just a matter of time…. In tech, speed ultimately wins, and nothing is close to as fast as Cerebras.

We're announcing our $50M Series B led by Benchmark. Founders Fund and Human Capital are tripling down in the round. We gave Benchmark a sneak preview of our upcoming GA release. They saw the future of sales. We had a term sheet 2 hours later. The future of sales is Monaco.

Jude Law generated $50M in sales pipeline. Legora is onboarding 50 people every 14 days. 3.6 per day! $100M in ARR in 18 months. $275M by EOY 2026. Wow. Paul Graham described them as “ the most impressive startup I've been to visit in years.” I sat down with @WeAreLegora's CRO, I took some notes and have added them below. 1. Implementation Change Management Success is defined by change management, not just software. Legora focuses on helping customers adopt AI into workflows, which is fundamentally difficult. You must lead the customer through the “hard yards” of organizational change. 2. Why FTEs are Required in Enterprise High-end AI needs human experts. Legora uses Forward Deploy engineers and former attorneys, known as Legal Engineers, to bridge the gap. They solve the “blank page” problem by showing exactly how a workflow looks with agents. 3. Throwing out the Traditional Sales Playbook Old SaaS held demos back. Now you must demo early to show the future. Reps must be audible ready, asking deep questions and building agentic workflows off the cuff during the meeting. AI literacy is low, so the product must lead the way. 4. Brand Awareness as a Performance Driver Brand awareness is a powerful driver of business, not “fluffy bullshit.” A campaign with Jude Law generated over $50M of qualified pipeline in one month. In category creation, if you are not “in the room,” you lose. 5. Price Integrity over Free Legora does not give software away. If a customer is not spending money, they will not commit the resources needed for change. Price integrity ensures both parties have skin in the game and value the partnership. 6. Scaling Talent at Unhinged Speed Legora hires 40 to 50 people every two weeks. Immersive training in Stockholm gets reps ready to sit on calls by week two. They use AI to score demo quality, identifying within 45 days whether a rep will make it. 7. The Lulucast vs. The Bet Your Life Forecast Effective forecasting requires two perspectives: the rep and manager commit, or the bet your life number, and the Lulucast, which is the weighted math version. Accuracy depends on tight entry and exit criteria for every sales stage. 8. Momentum and Pressing the Advantage Product-market fit is unwavering. When you have it, you know it. When you find something that works competitively, document it and press the advantage. In an unhinged market, you must play defense and offense simultaneously. (links below)