
startup investor/helper, founder @conviction. interested in intelligence, accelerating progress. tech podcast: @nopriorspod
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Joined July 2011
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winners don’t mock the moves of great players on social. they’re busy with practice, or watching game tape
strong anti-correlation between people who spend energy on schadenfreude and great returns
a few years ago, I started out skeptical that many non-engineers really wanted to make/mod their own personal software -- but I've come around, think I was wrong. range of desires from:
- I feel so powerful
- no one will make me the workflow/personalization I need
- can I just PM the product for a few weeks and fix this thing that is driving me crazy
obvious in retrospect, but if the ease:power ratio is good enough, of course people will make their own software
embarrassment that it's easier/more effective to ask codex/claude to do something on a mac than it is to ask spotlight
full platform for an open source frontier:
inference, training, routing, gateway, guardrails, sandboxes, data and tools ecosystem!
Inference, training, routing, governance, and sandboxes are the building blocks of every AI product today.
We’ve learned a lot from our customers about what it takes to build that system well: @OpenEvidence trains models that outperform the closed frontier, then serves them on Dedicated Inference. @datadoghq post-trains on Loops. @Opendoor routes every AI request across the company through Grid.
This week we have three launches expanding our inference platform:
- Grid: gateway, intelligent router, and guardrails for every model your company uses (launching tomorrow)
- Sandboxes: stateful, VM-isolated environments for agents that scale to thousands of instances in seconds (launching Thursday)
- Loops: serverless SFT and RL on open-weight models, deployable straight to Dedicated Inference (GA Friday)
@amiruci, @saimaddali, @paul_s3i, and @oneill_c break down what we're launching. You might notice the visuals have a new look as well.
sarah guo retweeted
We're doing 3 launches this week, expanding Baseten's inference platform:
- Grid: gateway, intelligent router, and guardrails for coding agents (launching on Wednesday)
- Sandboxes: stateful, VM-isolated, and co-located with inference (launching on Thursday)
- Loops: serverless RL and SFT on frontier open-weight models (GA on Friday)
What excites me most is bringing training, inference, routing, and execution onto the same platform and showing what becomes possible when they're built to work together.
More to come all week.
sarah guo retweeted
In a weird way, everybody is rooting for you. When you go to a job interview, the interviewer wants you to be amazing so they don’t have to look anymore. when you go on a date, the person wants to have an amazing date with you. If you make a piece of content, people want to see amazing pieces of content and they have no problem if it’s yours.
the instant you get into the mindset that people want you to do well, your entire world gets better. And you’ll be shocked to know this pattern keeps repeating in different areas of life.
cracked humans& team continuing to share their cool ideas
Large-scale RL has a problem: weight updates from trainers to samplers are slow and expensive
We’re sharing weight teleportation: faster weight updates than existing intra-cluster techniques with internet speeds, enabling samplers anywhere (maybe even space!)
Weight teleportation is so efficient (<0.23s sampler pause time, ~3s non-blocking compression + prepare), the bottleneck ends up being the GPU hardware’s decompression ASIC
We unlock these gains by using GPUs for massively parallel compression of model weight changes, engineering a heterogeneous decompression and patching pipeline, along with other optimizations and overlaps. These techniques are co-designed with hardware-native features in NVIDIA’s Blackwell generation of chips
We’ve open-sourced weight teleportation, so everyone can use it today
profile of the important behind the scenes work being done by @mkratsios47, a civil servant who understands technology
A few weeks ago, the Secret Service locked Jensen Huang, Elon Musk, Sergey Brin, Satya Nadella, Lisa Su, and Michael Dell in a room in Washington, DC.
While they waited for President Trump, Huang—who chooses not to own a jet—complained about a recent commercial plane ride. It had no Wi-Fi.
“Best way to sandbox an AI,” Musk said. “Put it on a Delta flight.”
All six were about to receive national medals from the President. The ceremony was the idea of Michael Kratsios, Trump's chief science advisor. He is 39, a Peter Thiel protégé, and has worked for Trump every day of both terms.
For decades, the office Kratsios runs was known mostly for reports on things like algae blooms. Kratsios himself was barely known in Trump's first term. Now he sits between the President and tech royalty. He is one of a handful of people shaping America's AI policy, and the White House's point man on nuclear, space, and quantum.
In our latest feature, @harrytlambert shows how the fight to regulate AI and reform American science runs through his office.
colossus.com/article/michael…
extremely cool effort from a human-centric ai research org
multiple big tech companies have essentially one (very well paid) person who really knows how to use AI, and this “AI fixer” is their great hope — taking on projects and educating others.
problem is, some don’t have anyone, and a lot of those frontier people would rather work in a broadly AI-native company and find out what a team of people going this fast can do
This is INSANE. Cisco’s president Jeetu Patel has given a 27-year-old engineer unlimited AI tokens to try to rewrite 98% of the company’s legacy code within 24 months, Fortune reports.
Padmanabhan Krishnamurthy thinks he can do it with a two-person team. He has just four weeks to prove the approach.
attempts to “shine intellectually before models overcome” are misguided
that’s a super self centered goal!
there are so many interesting missions to go on. aim for an outcome, rather than fighting the tide for personal recognition. listen to Ilya.
super fun format with an uber-engineer
Touring factories & labs is one of my favorite parts of this job. I could spend all day asking questions.
This time we brought cameras.
Field Trips starts with @RhodaAI, @ArborEnergyCo & @harbingermotors:
youtube.com/@watchfieldtrips
sarah guo retweeted
Cog 🤝 Corridor 💜 Conviction
Today, Cognition is acquiring @corridor.
Securing the world’s software is the most important problem in technology today.
Let’s get to work!
ADT buy is cool, smart, actually AI forward move by @JoshuaKushner and thrive holdings
more in a fresh @NoPriorsPod from Jake on seeing the future and the road ahead for @getserval, proserval, etc
Episode drop! Serval CEO @jakeserval
Topics:
*why haven’t systems of record been replaced in the era of ai codegen?
*taking on the elephant ServiceNow
*can IT write code?
*the power of the IT user
*FDE at Serval
*personal vs work agents
*background agents
Super impressive to see Serval, at <3YO, do full rip and replaces for ITSM, a key “system of record” in big companies
In doing diligence, I called an old friend who leads technology at a finserv firm. He was all-in
IT wants codegen! And the agility that comes with it
We raised a $150M Series C at a $3B valuation, led by @sequoia. Our third round in 12 months, bringing our total funding to $277M.
Our team has grown 10x in the last 12 months. We now serve Fox Corporation, WPP, Live Nation, Lucid Motors, and Ramp, and many of them are fully replacing legacy platforms with @getserval.
AI coding tools have transformed how engineers work. Serval brings that same power to every team, so anyone can build governed automations across the systems they already use.
We’re hiring 500+ people over the next year and expanding in San Francisco, NYC, London, Austin, and beyond.
If you’re down to take on legacy enterprise systems and transform how teams work, my cofounder @AlexAtServal and I would love to meet you.
It’s Serval now.




















