Managing Partner @GVteam where we empower high-agency, high-IQ founders. https://nitter.cf/t.co/igCXzcaDbZ. Prev Prod/GtM/Ops @KivaSystems+@Amazon. Paratrooper+Combat Veteran.

Bay Area, California
Joined August 2008
It was fun to join @EdLudlow to chat about @gvteam’s outlook on AI, @modular’s recent acquisition by Qualcomm, and partnering with @clattner_llvm @iamtimdavis over the years. Thanks to @BloombergTV for having me!
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Congrats on yet another great milestone, @SnorkelAI! 7.5 years ago and long before the recent AI wave, we @GVteam were honored to co-lead Snorkel's very first round of funding alongside @GreylockVC (@saammotamedi + @saranormous), backing a stellar team of founders coming out of Stanford's AI lab. It has been incredible to see what @ajratner and the entire team have accomplished in that time, including today’s $350M round at a $3.5B valuation, while surpassing $375M in ARR.
I'm excited to announce @SnorkelAI's $350M Series E at $3.5B, led by @insightpartners and @S32_VC. We've grown 18x+ in the last 12 months since launching our Data-as-a-Service offering, passing $375M ARRR this week. As AI advances to superhuman capabilities, AI data & environment development must advance with it - and basic staffing and crowdsourcing approaches are not enough. AI progress now requires deep research and technology work that combines human expertise with specialized AI in compounding ways. @SnorkelAI is building the RSI data engine and frontier data lab for this next phase. We're honored to have the support of existing investors Addition, @lightspeedvp, @GreylockVC, @GVteam, P7, Factory, @WellsFargo, Walden Catalyst Ventures, and new investors @ThirdPointLLC, @MarchCPs, @BlumbergCapital, @AllegisCapital, @Frontlinevc, and @standard_vc. – @SnorkelAI started as a research project a decade ago at @StanfordAILab. Our thesis was simple: AI progress would become increasingly data-centric – and therefore data development should be studied as a true research and technology problem, not just a staffing and crowdsourcing one. Today, as AI capabilities verge on superhuman, building the data and environments to safely measure and train AI is becoming too hard for even the smartest human experts to do alone. Only humans and AI agents, collaborating together in compounding ways, can meet the accelerating needs of the frontier, and keep humans in the driver’s seat of AI progress for decades to come. At @SnorkelAI, we are building the data lab to define the shape of this new “Data 2.0” frontier, and the new paradigms of human-computer interaction needed to advance it. Our key focus is building the RSI engine for data, where specialized AI models accelerate and improve human expert output, and in turn, scaled human supervision is used to continuously evaluate and improve these models – creating a powerful compounding loop to keep pace with an accelerating RSI frontier. With this round of funding, we are also doubling down on our commitments to support data development for open benchmarking and evaluation (more news here soon!); an increasingly diverse ecosystem of general and specialized intelligence; and a path to safe, well-aligned AI built on robust training and evaluation data. Data development will guide and drive the next stages of AI – and must do so in a human-centric, AI accelerated, open, diverse, and safe way. We are excited to support this mission in the next decade of research ahead at @SnorkelAI. More thoughts here: snorkel.ai/blog/data-2-0-and…
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Dave Munichiello 🇺🇸 retweeted
It’s been an honor to partner with Ziv, Tom, and the entire Glass Imaging team. When I first invested in 2023 and joined the board as an observer, it quickly became clear that Ziv and Tom are one-of-a-kind founders. They were pushing the boundaries of computational photography to a level I simply hadn’t seen before, combining deep technical insight with enormous ambition. It’s been incredibly rewarding to watch them build with conviction and turn that work into something remarkable. wsj.com/tech/openai-buys-sta…
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Dave Munichiello 🇺🇸 retweeted
AI Kernel gen is easy with the rapid advancement of coding agents - if you have a compiler and dsl like triton/gluon. The real metric is end to end enablement of the entire stack, plus unlocking/integrating a developer community that can share code from NVIDIA ecosystem👇
Support for new AI hardware usually takes a big team, many repos, and a year. Two and a half engineers got a frontier open model serving on @Qualcomm Cloud AI 100 in under six months using the Modular stack, followed by GPT-2 on Qualcomm Dragonfly™ AI 200 in a week. Inside the bringup at ModCon 2026: youtube.com/watch?v=orJP0cxf…
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Dave Munichiello 🇺🇸 retweeted
"I love making very big bets that nobody wants to believe in. I love that, and I think we have have a very ambitious goal here. I think this is like an Android and a Kubernetes moment for the industry." - @cristianoamon
$QCOM buying @Modular was about more than adding another AI asset. I sat down with Modular CEO @clattner_llvm and Qualcomm CEO @cristianoamon on why the industry needs a better software model for heterogeneous compute and how @Qualcomm + Modular intend to attack it. If they can make it dramatically easier for developers to target CPUs, GPUs and accelerators without being locked into a single architecture, this could matter a lot.
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Dave Munichiello 🇺🇸 retweeted
Modular's price-performance on @Zai_org's GLM-5.2 (Non-reasoning) lands right on the Pareto frontier in @ArtificialAnlys' latest benchmark: near-top speed without the near-top price tag. We're just getting started, and we're ready for GLM-5.3. Expect to see a lot more incredible results. 🚀
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Great to be back at another stellar @Modular developer conference: #ModCon2026! Thanks to @iamtimdavis for leading a deeply engaging discussion on AI infrastructure, the economics of training and inference, and the looming massive impact of open models. Takeaway: Efficient open models can achieve 90% of frontier performance at 10% of the cost. Soon, most applications outside of science and cybersecurity won’t require frontier models, for the same reason you don't hire a physics PhD for customer support. Congrats to Tim, @clattner_llvm, and the entire Modular team on another impressive event (their first as a @Qualcomm company!).
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Dave Munichiello 🇺🇸 retweeted
Today, we open sourced Mojo 🔥. Announced just now during the ModCon keynote, effective immediately, Apache 2.0 License. Thank you to our community for waiting patiently and building alongside us. #ModCon2026 Full blog: modular.com/blog/mojo-open-s…
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Dave Munichiello 🇺🇸 retweeted
Mojo 🔥 1.0 is here. Since we open-sourced the standard library, nearly 200 contributors have landed more than 1+ pull requests, changing 200k+ lines of code, and more than 1k+ others have filed issues that shaped the language. To every developer who filed an issue, opened a pull request, wrote a language proposal, or built a package: thank you for being the architects of this language alongside us. Full blog post: modular.com/blog/modular-26-…
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Dave Munichiello 🇺🇸 retweeted
Why would a company with one of the largest compute footprints in the world, from edge to cloud, acquire a startup built to enable hardware portability? In an exclusive interview with @eetimes, our co-founder @iamtimdavis explains the thinking behind the @Qualcomm acquisition: heterogeneous compute is inevitable, and software has been the bottleneck. We're still Modular. Same team, same mission, with more room to run. Full interview: eetimes.com/why-qualcomm-bou…
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Dave Munichiello 🇺🇸 retweeted
A strong and secure open ecosystem is important for the world to benefit from AI. We’ve always supported and contributed heavily to open source and science from Jax to Transformers to AlphaFold to Gemma open models which have now been downloaded 300M+ times. And the standards framework we’ve proposed supports responsible deployment of both open and proprietary models.
For my first post, I’m sharing a letter @NVIDIA signed on why open models matter. AI will transform every industry, power every company, and be built by every country. Open models strengthen safety and cybersecurity, accelerate innovation and diffusion, and enable sovereignty. The world needs both frontier closed models and frontier open models. images.nvidia.com/pdf/Open-W…
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1/ I am honored to congratulate @clattner_llvm, @iamtimdavis, and the team at @Modular on the announcement that they have signed a definitive agreement to be acquired by @Qualcomm.
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6/ Had the honor of spending the day with the Modular and Qualcomm leaders at investor day today and Chris just shared the vision ahead: “Any model, any chip: data center to edge”
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