Excited to share that we’ve raised $300M in our Series B round, led by @radicalvcfund, bringing our total funding to more than $450M, with leading technology companies joining as both customers and investors. We continue accelerating the path to AGI through our two core pillars: ultra-optimized infrastructure for AI workloads, and realtime world models built on top of it. Today, we’re also launching DOS (Decart Optimization Stack) 2.0 – our next-generation inference and training platform, delivering over 1,600 tokens per second for agentic inference and over 100 FPS for world models across major hardware platforms. Alongside DOS, we will launch new versions of our world models in the coming weeks: Lucy, for immersive realtime experiences, and Oasis, for physical AI. Grateful to our partners, customers, and backers across media & entertainment, Physical AI, chips, hyperscalers, and the broader AI ecosystem. @radicalvcfund, @Adobe, @alphaptrs, @amazon and @awscloud, @Atreidesmgmt, @benchmark, @eBay, @nvidia, @sequoia, @Toyota, @valor, @orenzeev; Andrej Karpathy, Michael Eisner, Yamauchi-No.10 Family Office, Moritz Baier-Lentz and more. We made a film for this moment with Decart CEO @DLeitersdorf and Moritz Baier-Lentz - a look at the company, the technology, and what comes next.

fine, i'll do it myself

The moment the robot passed the human worker, because the human had to take a bathroom break

We got bored. Time for Man vs. Machine x.com/i/broadcasts/1qGvvkQMg…

The vibes in SF feel pretty frenetic right now. The divide in outcomes is the worst I've ever seen. Over the last 5yrs, a group of ~10k people - employees at Anthropic, OpenAI, xAI, Nvidia, Meta TBD, founders - have hit retirement wealth of well above $20M (back of the envelope AI estimation). Everyone outside that group feels like they can work their well-paying (but <$500k) job for their whole life and never get there. Worse yet, layoffs are in full swing. Many software engineers feel like their life's skill is no longer useful. The day to day role of most jobs has changed overnight with AI. As a result, 1. The corporate ladder looks like the wrong building to climb. Everyone's trying to align with a new set of career "paths": should I be a founder? Is it too late to join Anthropic / OpenAI? should I get into AI? what company stock will 10x next? People are demanding higher salaries and switching jobs more and more. 2. There’s a deep malaise about work (and its future). Why even work at all for “peanuts”? Will my job even exist in a few years? Many feel helpless. You hear the “permanent underclass” conversation a lot, esp from young people. It's hard to focus on doing good work when you think "man, if I joined Anthropic 2yrs ago, I could retire" 3. The mid to late middle managers feel paralyzed. Many have families and don't feel like they have the energy or network to just "start a company". They don't particularly have any AI skills. They see the writing on the wall: middle management is being hollowed out in many companies. 4. The rich aren’t particularly happy either. No one is shedding tears for them (and rightfully so). But those who have "made it" experience a profound lack of purpose too. Some have gone from <$150k to >$50M in a few years with no ramp. It flips your life plans upside down. For some, comparison is the thief of joy. For some, they escape to NYC to "live life". For others still, they start companies "just cuz", often to win status points. They never imagined that by age 30, they'd be set. I once asked a post-economic founder friend why they didn't just sell the co and they said "and do what? right now, everyone wants to talk to me. if i sell, I will only have money." I understand that many reading this scoff at the champagne problems of the valley. Society is warped in this tech bubble. What is often well-off anywhere else in the world is bang average here. Unlike many other places, tenure, intelligence and hard work can be loosely correlated with outcomes in the Bay. Living through a societally transformative gold rush in that environment can be paralyzing. "Am I in the right place? Should I move? Is there time still left? Am I gonna make it?" It psychologically torments many who have moved here in search of "success". Ironically, a frequent side effect of this torment is to spin up the very products making everyone rich in hopes that you too can vibecode your path to economic enlightenment.

Today we're sharing our work on interaction models. A new class of model trained from scratch to handle real-time interaction natively, instead of gluing it onto a turn-based one. youtu.be/A12AVongNN4

At Stripe Sessions, we showed how we think agentic commerce will often happen behind the scenes in the course of producing other final products. Here, we show our Claude Code using MPP and @tempo to buy a dataset from @alpha_vantage in the process of generating a research report for me on AI energy usage.