President & COO Code Metal, Inc.
San Francisco
Joined November 2008
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Great to bring our growing @Code_Metal_AI team together in Scottsdale this week!
Incredible people, bold ideas, and a shared mission: making AI trustworthy for the world’s most mission-critical systems.
We’re building something special, and it all starts with the team. Excited for what’s ahead!
Great teams and companies are built with great people… those who challenge each other, push boundaries, and make the impossible possible!
Thrilled to welcome @VaroonBhagat to @Code_Metal_AI as our Head of Corporate Development & Strategic Partnerships!
Varoon, excited to be climbing mountains together again (pun intended) first at @Salesforce, and now at @Code_Metal_AI 💪🚀
Ryan Aytay retweeted
Applications for the Code Metal Verified Code Translation Research Awards are now closed, and the research community did not disappoint!
We received 5X as many submissions as we were anticipating, with applicants across 5 continents, 22 countries, and 74 institutions. The caliber of submissions and topics we received blew us away, across verified code translation, formal semantics, trustworthy optimization and hardware targeting, and so much more.
Thank you to everyone who submitted, we cannot wait to dig into the incredible work these teams put forward. A proud day to be a part of this community! ♥️
Winners will be announced in December - stay tuned!
Everyone is focused on making AI models faster. But the model isn’t always the bottleneck.
We found just 3 pieces of supporting code consuming ~20% of GPU time in an autonomous-driving LiDAR pipeline running on @nvidia Thor.
@Code_Metal_AI Metal optimized them in less than a day.
AI is making it easier than ever to write code. The NEXT frontier and harder problem is making sure that code actually performs on the hardware it runs on.
That’s the Code-to-Metal gap. And it’s everywhere
In AI performance, most of the optimization effort goes to the model. But in a real product, the model is surrounded by supporting code that runs alongside it on every frame – often left exactly as it was first written, with inefficiencies that can slow the whole system down, use excessive compute, and drive up costs.
We saw this in an open-source LiDAR perception pipeline running on @nvidia Thor hardware. Three custom CUDA kernels accounted for ~20% of GPU kernel time.
We optimized them with Code Metal in less than a day. Full results coming soon 😎
Curious how a LiDAR scan turns into detected cars, pedestrians and cyclists? Walkthrough from our Principal Solutions Architect Taylor Fouts 👉️ ordnl.link/qcZBpPt
Ryan Aytay retweeted
Dario has written that we need to “pace the frontier,” and Sam has agreed. People may be surprised by my response: go ahead.
You guys are the frontier. By any reasonable metric — market share, revenue growth, model capability — the two of you have a duopoly on frontier intelligence. You’ve also claimed the lead is widening because of recursive self-improvement.
I don’t see what you see in the lab. If the unreleased models are scary enough that you think you should slow down, I support your decision to be responsible.
But stop pretending you need anyone else’s permission. Stop pretending antitrust law has to be suspended so you can form a cartel. Stop pretending you need a regulatory approval process that supersedes product liability. Stop pretending METR is independent when it is intertwined with Anthropic’s investors and staff. Stop pretending you need those same evaluators to police competitors who aren’t even at the frontier.
Most of all, stop pretending the motivation to slow down is purely altruistic. You face massive product-liability exposure if your products enable a truly damaging cyberattack. The market already punishes models that behave in unpredictable or unauthorized ways. After the Hugging Face episode, it is simply good business for OpenAI and Anthropic to trade some raw power for reliability and predictability. Call it alignment if you want. It is also just giving customers what they want.
Pacing the frontier would also create breathing room for a more intelligent conversation about regulation than Bernie Sanders’ “shut it all down.” China is very unlikely to join a global agreement, as you know, and that has to be taken into account as well.
So go ahead and pace the frontier. You are the ones setting it. The easiest way not to build superintelligence is for you to agree not to build it. Demanding your preferred regulatory framework as the price of that will look like blackmail of the public and the political system. So just do it.
If you do, you’ll buy goodwill for the next conversation. If you don’t, we’ll know this was just another bid for regulatory capture — or an election-season psyop.
Your data isn’t safe. Neither is your code.!
We can help.
Code Metal is automated software engineering you can trust.. built for correctness, security, and speed.
instagram.com/reel/DdCluCKxt…
Ryan Aytay retweeted
Code Metal CEO @PeterMoralesX joins us at the @NYSE to talk about building verifiable AI-enabled code translation for mission-critical systems, an $80M Air Force contract, and going from a $250M valuation to $1.25B in just three months.
Full interview, we covered:
- What Code Metal is actually building
- A real-world look at Code Metal in action
- The $80M Air Force contract for
WarMatrix
- Going from a $250M to $1.25B valuation in three months
- Why raise another $125M while already generating revenue?
- What happens when AI gets better
- Why AI can't simply verify itself
- What happens to software engineering as AI develops
- Where Code Metal could be three years from now
- And... should we be scared of AI?
His answer to the last one: he's more scared of humans than AI...
Ryan Aytay retweeted
Tomorrow's guest lineup 🔥
> @BaijuBhatt (Cowboy)
> @AlexaLiautaud (General Catalyst)
>@PhilipJohnston (Starcloud)
>@PeterMoralesX (Code Metal)
LIVE from the NYSE at 11am ET.
Orbital data centers, rocket upper stage+sat combo, AI hardware, and defense tech.
Will push stream to X. With @itsmoislam and @rhea_sideris.
How do you bring AI to trusted defense software without breaking what makes it trustworthy?
@Code_Metal_AI has been awarded an $80M OTA with the Department of War to advance WarMatrix—helping planners evaluate courses of action in hours, not months.
fortune.com/2026/08/14/code-…
Code Metal Moves Into Signals Processing With First Acquisition tectonicdefense.com/code-met… via @tectonicdefense
Code Metal Acquires Signal Processing Technologies, Expanding Its Provable AI Platform and Establishing the Advanced RF Group - businesswire.com/news/home/2…
What happens when AI meets decades-old mission-critical software?
In this interview with @ShieldCap, @Code_Metal_AI CEO Peter Morales explains how we're helping modernize critical systems and why verification is becoming just as important as code generation.
The US military still runs on code from the 1980s.
COBOL. Fortran. Ada. Compilers out of production for decades.
CEO @PeterMoralesX and the team at Code Metal are fixing it with AI and formal verification.
New episode of @ShieldCapVC Mission Matters (link in comments)
AI is rapidly creating a trust gap between what models can generate and what can be safely deploy into prod.
Closing the gap requires a new approach.
@Code_Metal_AI focuses on safely delivering the last mile for mission-critical systems and self improves over time.
OpenAI and Anthropic are effectively telling the market they can't solve every problem with a generic AI coworker.
You don't pour billions into massive forward-deployed joint ventures if you think the next model release is going to take care of it.
In the cloud supercycle, semis led and software followed (and you didn't need Qualcomm or ARM to tell you the value was migrating up the stack).
In AI, the infra layer itself is telling us the application layer is a separate, massive opportunity they can't fully capture.
a16z's @joeschmidtiv on why the app layer isn't dead: a16z.news/p/avoiding-death-o…
Proud to share that @Code_Metal_AI has been named to @Redpoint’s 2026 InfraRed 100 - recognizing the companies shaping the future of AI and infrastructure.
Huge credit to the incredible @Code_Metal_AI Metal team driving this work every day.
redpoint.com/infrared/report…
Everyone is celebrating AI that writes code.
Almost nobody is asking the only question that matters:
Can you trust it?
Not faster code generation. Trusted code generation.
Not vibe coding. Code that is verified to be correct.
The next era of AI won't be won by whoever generates the most code.
It'll be won by whoever can prove the code works.
Read how we're doing it 👇
codemetal.ai/research/ai-gen…
