Huge congrats to @CoolestAK87, Idan, Barak. Thrilled to support you on this journey along with our friends at @AmexVentures, @VisaVentures, @pk_iv, @shyamalanadkat, and @theaievangelist . More here →

We believe agents must become trustworthy before they can become trusted. And when they are, they’ll stop being demos — and start contributing to GDP. Nekuda makes that future happen faster.

Agents that act autonomously need a new payment model:.🧾 Guardrails.🔐 Auth.🧠 Intent enforcement.💳 Compatibility with real-world PSPs. Nekuda builds this from the ground up — enabling “card not present, human not present” transactions that are trusted.

Today, when ChatGPT recommends sneakers, it just links you to a checkout page. That’s a workaround. What if you want an agent to search, compare, and buy on your behalf?. Today’s systems might flag that as fraud. Because no human is in the loop.

AI agents are already driving real economic activity — Visa reports a 1,200% YoY spike in retail traffic from agents. But agents aren’t like bots — they are bots. And payments infra isn’t ready. That’s why we backed @nekuda_ai: the trust layer for agentic commerce. 🧵👇

Post-show, pre-filter — @douwekiela and I kept the tape rolling. In this 10-min bonus chat with Douwe Kiela (@ContextualAI, RAG co-creator), we get into:.🔹 Vertical storytelling > generic GTM.🔹 Building platforms through possibility.🔹 Owning the stack vs advice to "do one

Thanks for sharing @ITNAmatter !.

@BaxterBlack @AI_Smithery @Calclavia thanks to you and the whole team at @SmitheryDotAI!.

The hype around Model Context Protocol is deafening, so @baxterblack and I dug into the data to find out what's real. * 2,500+ MCP servers on @AI_Smithery, but only 8 with >50K downloads.* Early demand driven by desktop apps and technical users.* Creating opportunities that.

"Everything is Contextual.".That's what @douwekiela , who co-invented RAG and now leads @ContextualAI, told me during our convo—and it perfectly captures the state of enterprise AI:. Beyond RAG vs fine-tuning: "You should be doing all of those things".The gap to real ROI is still

RT @databricks: AI isn’t just for researchers — it’s for problem-solvers. Databricks Chief AI Scientist Jonathan Frankle joined @MadronaV….

As AI agents scale, they push infra forward. New apps drive new infra, and that infra unlocks the next wave of apps. The AI Agent Infrastructure Stack is evolving just as fast as the applications it powers. Here’s what we’ve learned—and where the biggest opportunities are next:.

Agent companies are scaling fast (Cursor: $100M ARR in 21mo, 20 ppl; Bolt: $20M in 2mo, 15 ppl; Lovable: $10M in 2mo, 15 ppl; Mercor: $50M in 2yr, 30 ppl), and the infra stack is evolving to match. Here's a view of the AI Agent Infra Stack in 2025:. More below. 👇

🚀 The future of AI isn’t just about research—it’s about turning breakthroughs into real-world solutions. I sat down with Jonathan Frankle, co-founder of MosaicML (acquired by @databricks for $1.3B), to talk about how AI is moving past the hype and into production. Key.

A 7-year overnight success story: Thrilled to announce @Madrona's investment in @StackBlitz. The team spent years perfecting their web containers tech. Then they added an AI agent interface and everything changed: $0 to $20M run-rate in 8 weeks. Most exciting? Users - both pro.

RAG was an exciting first step for enterprises and app developers applying AI to their data. But what got us started won't get us where we need to go. After dozens of conversations with technical leaders, a clear pattern is emerging: 2025 will be the year organizations move

DeepSeek shows how domain expertise might matter more than raw compute in building specialized AI models. Their approach - using verifiable data and efficient reward functions - creates a new path for teams with deep domain knowledge to build their own models at a fraction of the

RT @maddiehfaulkner: Incredible stealth founders @NeurIPSConf this year building in small models, agentic databases, red teaming and evalua….