The myth is that legendary companies reach calm water.
The ocean is always stormy, and the hull is always leaking.
Solve one hole and the next appears.
@mansourtarek_@luanalopeslara@Kalshi
.@mansourtarek_ has a great metaphor for scaling a company: you're driving a ship as hard as you can, and there's always a hole leaking water somewhere. One kind of founder stares at it all day. Another throws a rug over it and tells everyone things are fine. Great founders stop
.@mansourtarek_ has a great metaphor for scaling a company: you're driving a ship as hard as you can, and there's always a hole leaking water somewhere. One kind of founder stares at it all day. Another throws a rug over it and tells everyone things are fine. Great founders stop
Despite their success today, most forget that @Kalshi had 6 years of no revenue, no evidence it would work, and many crucible moments including having to sue their regulator.
@mansourtarek_ shares more on these in the latest Long Strange Trip. He talks about how he and
🚨 NEW EPISODE DROP with @Kalshi CEO Tarek Mansour
My conversation with the founder who built a $22B prediction market empire by staring straight at the fire.
What he and co-founder @luanalopeslara have built, the "future of truth," is nothing short of extraordinary.
This
We @sequoia are hosting an epic event for interns and new grads to hang out with each other and meet some of the founders building the future.
Reach out if you're interested. I'll see you there if @abhishekm1636 ever lets me off the waitlist 🥲
POV: you're in SF during a once-in-a-generation shift in technology. You just graduated, or you came out for the summer. AI billboards everywhere, models getting smarter every week, equal parts exciting and daunting. And somewhere this summer, you meet your future friends and
POV: you're in SF during a once-in-a-generation shift in technology. You just graduated, or you came out for the summer. AI billboards everywhere, models getting smarter every week, equal parts exciting and daunting. And somewhere this summer, you meet your future friends and
🚨 NEW EPISODE DROP with @Kalshi CEO Tarek Mansour
My conversation with the founder who built a $22B prediction market empire by staring straight at the fire.
What he and co-founder @luanalopeslara have built, the "future of truth," is nothing short of extraordinary.
This
Drone delivery is about to be cheaper than cars. But the drone is only 15% of the work to get there.
A decade after starting in Rwanda flying blood to one hospital, @zipline has flown 140M+ autonomous miles with zero safety incidents, expanded to the US and to food delivery and
We have an awesome roster of creators already signed up for the @fal x @sequoia video hackathon, taking place July 17-19th.
Reminder to register! Lots of workshops/tutorials to get your feet wet, and unlimited video inference credits to whet your creative exploration :)
📹️ Announcing the fal x @sequoia 72-Hour Video Hackathon.
A 3-day global sprint for AI-native filmmakers, creative technologists, developers, designers, and storytellers building the future of video.
Supported by leading AI video labs @GoogleDeepMind, @xai, and @Kling_ai.
Dylan grew up working in motels
Got a screen of death on his XBOX as a kid
Fixing it got him into semis
Somehow this led him to starting SemiAnalysis, the premier semis research co
@dylan522p is fascinating and on an all time run
👀 @sonyatweetybird
Featuring the man of the moment @dylan522p@shaunmmaguire in today's Training Data episode. Nobody is a more trusted industry insider to the biggest infrastructure build-out in history.
The story of how Dylan became @SemiAnalysis_ is even more awe inspiring: a young motel kid,
AI went from answering questions → running workflows → now exercising judgment.
The next unlock isn't automating tasks. It's automating the decision to engage.
That's what @traversal_ai Workers do — show up when production needs them, without being asked.
We'll look back on
Today, we are introducing Traversal Workers. No tag required.
The industry's first AI agents built to proactively investigate wherever they're needed, from alert triage and deployment monitoring to complex production incidents, without being scheduled or summoned. It feels like
Today's AI models train once. We don't work that way. We learn continuously, forget what doesn't matter, and retain what does.
That gap is what @dan_biderman and @realJessyLin are closing at @EngramLab. AI that never stops learning, with memory that lives inside the model
