MTS HALLOWEEN EDITION 🎃👻 | BINANCE HACK | INTEL TANKS nitter.cf/i/broadcasts/1pKkOXkMY…
The look of no pfaffing around
BREAKING: Valarian Founder and CEO Max Buchan (@max_buchan) dials in to The Arena at 1:00PM BST today.
We've partnered with @perplexity_ai to bring Perplexity Computer inside your compute boundary.
ACRA runs it on your infrastructure and enforces which data, tools and networks each workload can access.
You choose the open-weight model, such as Nemotron, GLM, Kimi, DeepSeek-R1 or Qwen, then connect the documents and systems each task needs. Your data stays where it already lives.
Mustafa Neemuchwala retweeted
We got 46% fewer errors than the single best LLM across the 16 most used benchmarks (TerminalBench, LiveCodeBench, etc).
Here's how that's possible and what each model can achieve when used optimally (every benchmarks misses the majority of model capabilities) 👇
Interactive Site: aifrontier.withmartian.com/
Academic Paper: arxiv.org/abs/2606.26836
Mustafa Neemuchwala retweeted
Nvidia wants to own more of the AI infrastructure stack—and that could put more pressure on Broadcom.
"Nvidia's mindset will continue to be that they're going to own everything in the system."
"Nvidia is the lion in the ecosystem. Even Broadcom, even the great Broadcom, is a cheetah…” — @neemustafa, Partner at @NEA
Mustafa Neemuchwala retweeted
Today on TITV:
-Wafer CEO @gpuemi on its $40M Series A at a $200M valuation
-Nvidia invests $3.5B in MediaTek Convertibles | @neemustafa, Partner at New Enterprise Associates
-The VC arguing for raising less and building software | @phineasb, Co-Founder of The General Partnership
The Information | TITV | September 01, 2026 nitter.cf/i/broadcasts/1jGXgBwnE…
Mustafa Neemuchwala retweeted
Today on TITV:
-Wafer CEO @gpuemi on its $40M Series A at a $200M valuation
-Nvidia invests $3.5B in MediaTek Convertibles | @neemustafa, Partner at New Enterprise Associates
-The VC arguing for raising less and building software | @phineasb, Co-Founder of The General Partnership
📺 Tune in at 10 am PT / 1 pm ET on thein.fo/4zOKpbL
Mustafa Neemuchwala retweeted
Announcing Ship: an endpoint with the highest intelligence per dollar of any frontier model.
Today, Ship makes using Opus and GPT 5.6 Sol 50% cheaper guaranteed by a quality SLA.
Mustafa Neemuchwala retweeted
The move to understand AI, it's global implications and the ability to keep the AI lights on around the world without reliance on particular global companies or nations has come back to the forefront with the recent activity around allowing models or phasing their rollouts.
"Sovereignity" is again a key topic.
1. Layer 0 - Sovereignity of location, easy to achieve.
2. Layer 1 - Hardware (has to be bought by global companies but can be deployed and managed locally.
3. Layer 2 - Staffing - can use locals to staff.
4. Layer 3 - Services and in the future AI models (usually delivered by global cloud and AI players) - this is where the challenges begin, what tradeoffs do you need to make, can you run services independently of the mother ship? Or can you build them locally - usually creates a technological delta in innovation, usually local companies are scarce at this layer and some tradeoffs are needed for innovation and scalability.
5. Layer 4 - Applications - Can usually be built and maintained locally, as long as they are needed only in the local context.
6. Layer 5 - Data - This can also be segregated and held locally and can be restricted from global movement.
The risks arrive in the services layer and associated tradeoffs, application isolation, especially if companies are global in nature originating out of the sovereign state. Ultimate sovereignity also causes a resilience issue - requires a backup outside the country.
But there is a strong use case for nation state services, classified data and local services with citizen data.
Looking forward to @valarian and Max taking on the problem.
Sovereign infrastructure, deployed across four continents.
Built in Britain.
Let’s get back to building hard things.
@NEA @joinsequel @lightbank @litcapital XTX Ventures
@nikesharora @gokulr
👉🏽 @valarian just announced a $50M Series A led by NEA.
NEA's @neemustafa @ScottDSandell @PhilipChopin & @jamesekaplan are diving in to detail why we believe the Valarian team can bridge the gap around sovereignty concerns with ACRA--the platform to govern data/keys across clouds so sensitive AI/comms workloads stay sovereign.
📝 Our Investment in Valarian: Sovereign Infrastructure For The Free World: nea.com/blog/our-investment-…
🎉 Congratulations, @valarian--$50M raised to deliver the sovereign infra layer for high-consequence ops & AI-driven systems.
“The critical question of the AI era isn’t which model wins — it’s who controls the environment intelligence operates inside. Valarian answers that question with genuine defence-grade architecture. This is NEA’s first defence and dual-use investment in Europe, and we made it because Valarian is building the control infrastructure layer the sovereign AI era requires.”
-@neemustafa @NEA
📰 More details: businesswire.com/news/home/2…
📢 @singularitydefc emerges from stealth with an oversubscribed $80M series A financing and a mission to build a safer world. 🚀
"Singularity is proof that hard and impactful missions are a moat. When success is measured in lives saved, the best people in the world show up, and Jack and Shail have converted that into a capital efficiency and build velocity few companies of any size can match, having already achieved milestones that no venture backed company ever has.” - @neemustafa @NEA
We're thrilled to support @JackOswald10, @svgiroux & the Singularity team!
📰 Details here: businesswire.com/news/home/2…
Rousseau’s Social Contract in 1762 enshrined the axiom that sovereignty is inalienable.
But without control of the infrastructure beneath a nation’s data, compute, and intelligence, sovereignty is a fiction. And sadly, then so is the democratic will it exists to protect.
@max_buchan, Josh McLaughlin, & team @valarian are building that control layer for the 🇬🇧 & her global allies to bring sovereignty to the digital world for the first time in the modern era of distributed compute and now distributed intelligence.
They are building infra on the beaches & shores of the cloud & AI so we don’t again have to fight on the beaches & shores of the earth 🇬🇧🇬🇧🇬🇧 🚀🚀🚀
Almost every organisation on Earth is paying for the privilege to hand over its IP to someone else's AI.
We just closed a $50M Series A, led by @NEA, to build the alternative from right here in London: every model, agent and workload sealed in its own enclave, on infrastructure you control, with keys only you hold.
You can't be sovereign on someone else's stack. Build your own with Valarian.
Almost every organisation on Earth is paying for the privilege to hand over its IP to someone else's AI.
We just closed a $50M Series A, led by @NEA, to build the alternative from right here in London: every model, agent and workload sealed in its own enclave, on infrastructure you control, with keys only you hold.
You can't be sovereign on someone else's stack. Build your own with Valarian.
Mustafa Neemuchwala retweeted
The Information | TITV | June 25, 2026 nitter.cf/i/broadcasts/1PKqrrkYY…
ICYMI: NEA’s @neemustafa was recently featured at the @SuperReturn conference to share an AI investor’s take on China.
🗣️ “I would not be surprised if, in the coming years, there's an AI Belt and Road Initiative where China goes to the developing world and says America and the West has left you behind."
📰 More details via @axios: axios.com/pro/all-deals/2026…


















