A historic day for the market with SpaceX becoming the biggest IPO ever. @rick, @BrynTalkington and @lo_toney discuss: cnbc.com/video/2026/06/12/wa…

Awesome conversation on the largest #IPO in history. $SPCX

Introducing Luma. Built on $15B of transaction volume, Luma is the only AI-solution for consumer brand finance. I've spent my career building brands and working with founders. I'm excited for what Luma will be able to do for every D2C brand. She's going to be a game changer. Highbeam.com/Luma

Introducing Luma, a world-class finance team for D2C. Most AI in finance focuses on tasks. Luma focuses on decisions. Built on $15B of consumer brand transaction volume. Proud of our team at Highbeam. Check it out: highbeam.com/luma

SurrealDB is #1 on the GDB-Engines Graph Database Movers list. We’re building the database for the next generation of applications, where connected, multi-model data is the default. Grateful to the community and team helping bring that future closer. gdb-engines.com/rankings/mov…

Why AI Can Now Make Discoveries - my conversation with @danintheory, Lead of the Foundations of Reinforcement Learning team at @OpenAI 00:00 Intro: AI's wild week in mathematics 01:21 What OpenAI's Foundations of RL team does 03:08 Dan's journey: from black holes and quantum gravity to frontier AI 07:04 Are AI systems becoming useful for real science 08:21 The AI math moment: Erdős, OpenAI, DeepMind, and Anthropic 08:52 Why the OpenAI result was an act of exploration 10:25 OpenAI vs. DeepMind: informal reasoning vs. formal proof 12:13 RL 101: learning by doing, not just watching 15:10 Why reinforcement learning works 15:58 How RL breaks: sparse feedback and long-horizon tasks 17:03 RLHF: how human feedback shaped early language models 18:48 Move 37, self-play, and the search for novel strategies 22:16 Explore vs. exploit in scientific discovery 24:49 Why RL may now be "the cake," not the cherry on top 25:46 Why RL started working with large language models 27:29 Is RL "sucking supervision through a straw"? 28:47 Why language may be the grounding layer for intelligence 31:46 A contrarian take on the Bitter Lesson 32:41 What test-time compute actually is 34:50 How RL gives models the ability to think 35:40 Verifiable rewards, math, coding, and the messy real world 38:00 What physics can teach us about AI 42:08 Is there a thermodynamics of AI? 43:08 From Erdős problems to Einstein-level AI 45:16 Is AI already doing original science? 45:51 How far are we from AI automating AI research 47:41 Why Dan is excited about the future of science

5 years in a row. 🏆 Dataiku has been named @Snowflake's 2026 Product Partner of the Year – AI Platform. The reason? Helping enterprises move from AI pilots to governed, production-scale AI. Thanks to Snowflake and our joint customers.

1/ Databases are entering a weird new era. Not because of AI hype. Because for the first time in decades, databases are being asked to behave less like storage engines… and more like memory systems. Today we shipped SurrealDB 3.1. And buried inside the release is something important: DiskANN.

State of Enterprise AI 2026: @levie on Tokenmaxxing, The Rise of Headless, and AI-Proofing Your Job 00:00 Intro 01:18 Silicon Valley engineering vs. everyone else 05:35 Are enterprise CIOs actually bullish on AI? 08:51 Tokenmaxxing & why your AI bill is about to explode 11:34 The myth of falling token costs and AI spend escaping IT budgets 17:37 The $5B startup hiding in AI compute 18:14 The mosaic of models inside every enterprise 21:28 Why coding works and the rest of knowledge work doesn't 25:53 The Bob and Sally problem: access control breaks agents 30:31 Will enterprise AI really take 10 years to roll out 32:24 The capability overhang: why faster models slow diffusion 34:23 Data is the bottleneck (it always was) 39:02 The rise of internal forward-deployed engineers 41:23 Why the AI doomers are wrong about jobs 43:43 Headless software is inevitable 46:14 What replaces per-seat pricing 47:37 How Box itself is going headless 49:42 How the org chart actually evolves 1:00:33 Future-proofing yourself as an enterprise employee 1:06:40 Are we all just going to work for OpenAI and Anthropic? 1:07:11 Where startups can still win as the labs move up

Daytona has been featured on @Redpoint’s 2026 InfraRed 100. Also, a hat-trick of @daytonaio appearances at Times Square! The report recognizes early-late stage companies shaping the future of infra and ai. See the full list here: redpoint.com/infrared/report…

Congratulations to @vercel @ClickHouseDB @CockroachDB and @daytonaio on making the InfraRed 100! Incredibly well-deserved recognition 👏 we're thrilled to be on the journey with you.

Gradium TTS is particularly good at transferring all characteristics including reverb, bandwidth (e.g. phone speech), even typical podcast mic saturation on plosives ("p" sound). All samples in the video just generated from 10 samples without any processing.

Gathered 16 senior women engineering and product leaders around one cozy New York kitchen table! 🌸🍷 The wine and conversation flowed, a few themes we’re still thinking about: - The role of the 10x engineer; at what level do those gains actually accrue, and to whom? - Hiring for AI fluency vs judgment - Execution velocity is commoditized; gains are accruing to individuals vs whole companies. The bottlenecks have moved outside of eng. Is faster really better? - Blurred lines between roles; are we trading away healthy tensions between orgs in the name of efficiency? - Industry needs better frameworks for measuring AI ROI beyond token usage - Team incentives, core motivations, and building meaningful culture in a world moving this fast - Human connection and IRL mattering more than ever inside orgs cc @kathrynweinmann / @DaversaPartners 🤍

Why AI Progress Suddenly Feels Real - my conversation with @yanndubs, who co-leads the Post-Training Frontiers team at @OpenAI 00:00 - Intro 01:30 - Why recent AI progress feels like a step function 04:13 - Model reliability & the emotional rollercoaster of shipping GPT-5.5 07:33 - How OpenAI structures vertical and horizontal teams 09:49 - Improving model efficiency and test-time compute 12:32 - Yann's journey from Switzerland to OpenAI 15:37 - Reasoning in 2026: Real-world utility vs verifiable rewards 18:34 - GPT-5.5 Thinking vs Pro: Scaling test-time compute 20:09 - How reasoning models become more efficient 23:23 - Pre-training scaling and overcoming the data wall 27:03 - Multimodal data, synthetic data, and embodied AI 31:05 - Demystifying mid-training and post-training 37:21 - Does RL create new capabilities in AI? 38:53 - The challenges and frontier of scaling RL 43:09 - Is building AI models a craft or a strict science 48:21 - How AI models generalize across different domains 54:18 - How reinforcement learning cures AI hallucinations 56:04 - Negative generalization and conflicting instructions 58:05 - Can RL scale to law, medicine, and the broader economy? 1:00:19 - The evaluation bottleneck and Model as a Judge 1:04:21 - Continuous AI progress & continual learning 1:08:49 - Will foundation models eat the agent harness 1:11:23 - Why startups should focus on the last mile of AI

Excited to welcome @StellaDKelley to our Talent team at FirstMark! Stella joins us from True Search, where she led searches for C-suite leaders at venture-backed companies across software, marketplaces, and consumer technology. If you're thinking about your next venture, make sure to reach out — there are always incredibly exciting opportunities coming up across the FirstMark portfolio.

Episode 2 of Standing Table is live featuring @rick, Dan, and @GuyAdami, diving into AI, prediction markets, owning a piece of the Yankees, and so much more. Watch the full episode from @RiskReversal at youtu.be/8dKP997dnW0

Excited to announce that I’ve joined FirstMark! I’ll be investing in all things consumer, alongside @rick and @kathrynweinmann. Can’t wait to work with from phenomenal investors who’ve backed names like Pinterest, Airbnb, Discord, Riot Games, DraftKings, Ro, and many more. If you’re building, let’s chat.

We're thrilled to welcome @arjundundoo to FirstMark as our newest Investor focused on the consumer tech landscape! Prior to joining us, Arjun was at Bird (NYSE: BRDS), where he helped lead M&A and capital markets. FirstMark has a long history in consumer (Pinterest, Airbnb, DraftKings, Ro, Function Health, Discord, etc.), so we couldn't be more excited to have Arjun joining the team, as we double down on backing and supporting the next generation of iconic consumer businesses. Please join us in giving him a warm welcome 🚀