Graham Neray

I don't think we should fight. The two companies are complementary. Since you're not doing this AI stuff, I really think Snowflake should consider getting its AI tokens through Databricks. You can get both cheap OSS models as well as frontier (OAI/Ant/Gemini/Grok) models from our platform. It all goes through Unity Gateway which has Smart Routing, Budgets, and Access Control. You can even use Omnigent with any harness, including CoCo. Most of our customers used this to reduce token spend ~30% last few months while token count went up. Genie lets you then track, control, manage that spend, all your financials, marketing, etc. Quick POC?

Runlayer and Rippling have dropped their lawsuits. No money was paid. Rippling celebrated by releasing a competing product. spr.ly/6012B1cRt8

Just finished north of 200 meetings in Europe with customers and technologists. The conversations were primarily around AI, common questions include: 1. Are there examples of organizations who have been able to demonstrate production level systems and do those developments show a return in lower cost, efficiency or better top line? 2. What do you think about agents? How will we discover, govern and stop agents if need be. Perhaps the biggest security concern ATM. 3. The frontier AI models are expensive, what's the business case at these token prices to embed AI in our customer facing products? Where will token prices be in the future. 4. What are the longer term implications of Mythos like models? Do we need to update cyber infrastructure or all IT infrastructure? 5. What do you think of Chinese opensource models? Are they secure and what is the downside of using them if they can be secured and they are cheaper? The parts that surprised me were: 1. The pausing of Mythos and Fable 5 caused more consternation and concern in Europe both short term and raised longer term concerns on single model reliance or reliance or models not in ones control. I hadn't seen it from their POV. 2. Sovereignity which was always a topic and still is, is getting more nuanced - they want data residency, data localization and local resources, but there seems to be more willingness to accept global services on clouds. Classified systems continue to be an issue. Net net - we need to ensure we continue to build trust both on our Frontier models and their consistent availability, we need to get the right economics in place and spend more time in Europe communicating and building presence if we want AI adoption to keep pace with the US.

A friend of mine has a portfolio of small business (pizza shops, real estate, landscaping biz). Are there any AI native vendors to help manage a portfolio like that?

Congrats to the Knicks' legal team! The world runs on contracts. It's time to recognize the people behind them. More billboards coming soon :)

Roelof Botha joins SpaceX’s board of directors techcrunch.com/2026/06/17/ro…

The Spurs know how to TAKE the lead, they just don't know how to HOLD the lead. And that's really the most important part of the lead: the holding

I was once pitching in a board room at a top 3 VC firm for a $15M Series A. 12 people in the meeting. One of the GPs fully fell asleep. Out cold for 30+ minutes. Nobody acknowledged it. Everyone just kept going. I kept presenting my Series A slides to an unconscious man in a Herman Miller chair and somehow that was considered normal. That's venture capital. You might fly across the country to perform for people who may or may not be conscious. It's a dance. And sometimes you lead and sometimes you follow and sometimes your partner is unconscious. If you're raising right now, just know: every founder has a story like this. The process is weird. The power dynamic is weird. You're not crazy for thinking it's weird. No one talks about it because they want to continue raising. But I'm happy to stick my neck out there. It is weird.

Personal update: I've joined Anthropic. I think the next few years at the frontier of LLMs will be especially formative. I am very excited to join the team here and get back to R&D. I remain deeply passionate about education and plan to resume my work on it in time.

Love the “Figma is dead” takes from the same crowd that two years ago would’ve married Dylan Field if he asked. Like they would short their own mother if Dario launched an AI parent I bet on Dylan