AI has transformed how video is created. We think the next wave is about understanding it. Over the past few years, we've seen remarkable advances in video generation, editing, avatars, and creative tooling. An increasingly important problem is teaching machines to search, analyze, reason over, and extract insight from video - across massive libraries and live streams alike. We're calling this video intelligence, and we're actively looking to back founders building here. We're most excited about companies pushing on the core capabilities: - Video-native models - multimodal embeddings, temporal reasoning, and retrieval built specifically for video rather than adapted from image or text - Real-time and large-scale pipelines - infrastructure for processing, indexing, and querying video at the speed and scale enterprises actually need - Agentic and reasoning layers - systems that don't just retrieve clips but answer questions, surface anomalies, and take action on what they see The models and infrastructure to make this real are appearing to be crossing a capability threshold right now. Multimodal foundation models are maturing, storage costs have collapsed, and enterprises are sitting on years of unstructured video with no way to use it. That infrastructure unlocks a wide range of applications including media and sports workflows, security and physical operations, enterprise knowledge management, advertising analytics, robotics, and consumer products, where video has historically been dark data. If you're building in video intelligence at the model layer, the platform layer, or in a vertical application, we'd love to talk!

super fun chatting with @JasonSCui on the SF ecosystem, talent density and the most exciting infra/data and AI startups at the @a16z x @cursor_ai hackathon

Today, SpaceX begins trading publicly on Nasdaq under the ticker $SPCX. Congratulations to @elonmusk and the entire @SpaceX team from @a16z! Ad Astra 🇺🇸

Line around the block!

Today we're excited to introduce vime — a simple, stable, and efficient RL framework for LLM post-training in the vLLM ecosystem. Built on slime's proven training design and powered by vLLM inference, vime brings another strong option to the growing vLLM post-training ecosystem. Our goal isn't a one-size-fits-all framework. We want users with different needs to find the right vLLM-ecosystem choice for their workflows—whether that's vime, NeMo RL, OpenRLHF, verl, or others. More choice. More interoperability. More innovation. Learn more: vllm.ai/blog/2026-06-09-anno… #LLM #RLHF #PostTraining #vLLM

I can’t think of better people other than @RaghuRaghuram @AnneNeuberger @jkhamehl @astrange and @GEVS94 to lead this global effort. This firm has never seized to pursue the bigger ambition, and building leverage for our founders. 🌎

Exa CEO @WilliamBryk explains why agents require a new search paradigm: "Agents to humans is like humans to sloths." "They just want to make complex queries very fast and analyze it really fast, and they want perfect output for their human users." "You want something that can actually semantically handle complex queries, but also handle keywords, really just expose all the fundamental toggles to the agent." "Because the agent, by the way, has the patience to add a domain filter here and a keyword filter there, or search in this way, search in that way." "An agent doesn't just want 10 results or 10 pieces of information, it wants everything." "I have a list of 20 different ways humans and agents are different, and when you just build it from scratch for agents, you just make fundamentally different architectural decisions."

Great thoughts from @stuffyokodraws! The future of design/visual will be more intertwined with code

If you’re going to CVPR our infra team will be there!

It's incredible having Peter back on the team, and I've already learned so much from him. He brings incredible experience coupled with a genuine desire to learn and connect with people that's infectious. Welcome back!!

Exa raised $250M at a $2.2B valuation, led by a16z, to continue organizing the web for agents: - Exa now serves search to Cursor, Cognition, Openrouter, 5000 other companies, 500k developers - We’re SOTA in many important verticals (code, companies, people, news, more very soon) - We make agents smarter and cheaper by returning 90% less text with little to no tradeoff in RAG quality - We’re building out web agents that are Pareto optimal on price x performance x latency, possible because we own our search stack fully end to end We used to tell candidates that without innovation in search, we may live in a world where we have both AGI and fake news. Funnily enough, I think that we’ve now been living in such a world for quite some time. With this funding, we should be able to dramatically improve the state of information in society. 🚀🚀🚀

"In the limit, if we could search 100% of the time, we probably would. It just comes down to GPUs, latency, and cost." Search has become a critical layer of agent infrastructure, and the volume agents drive is orders of magnitude larger than human search ever was. Exa is becoming the default search engine for developers (and agents) in the AI era, and that's why @sarahdingwang, @JenniferHli, @JasonSCui and I are so excited to partner with @WilliamBryk, @jeffzwang and the @ExaAILabs team!

Agents will search the web more than humans this year. Soon it will be orders of magnitudes more. Nearly every meaningful AI workflow, from coding agents to research systems to enterprise copilots, depends on external information as a core input. For accurate and fast web search, leading AI companies and enterprises rely on @ExaAILabs. @WilliamBryk and @jeffzwang started building search from the ground up in their Harvard dorm. 5 years later they're becoming the default for developers (and agents) in the AI era. Thrilled to be leading Exa's Series C and to back Will and Jeff as they build perfect web search for the age of intelligent agents. More on why @JenniferHli @steph_zhang @JasonSCui and I invested in the comment link.

We’re excited to lead Exa’s Series C, to back their ambition of perfecting web search, and making it ready for the age of intelligent agents. We’re entering a new era for search, built from the ground up around what AI can do. The signal from the market was consistent. Exa excels with the hardest queries – the long tail of high alpha searches where traditional engines fail. What struck us most was the default behavior: developers and agents are reaching for Exa first. Years before ChatGPT or the AI boom really started, @WilliamBryk and @jeffzwang were inspired by the transformer breakthrough and believed deeply that AI will fundamentally change the way we access information. So they set out on the path to build the search engine for a future where agents become the primary consumers of the web. We’re thrilled to partner with Will, Jeff, and the Exa team as they build the perfect search engine for agents and usher in a world of abundant information for all. By @sarahdingwang, @JenniferHli, @steph_zhang, and @JasonSCui

Congrats to the entire @StainlessAPI team!! they have truly been developer obsessed since day 0!

woulda CUDA shoulda

Just speculating, but I CUDA learned a lot more about inference engineering if I paid more attention in class