
Partner @ArchetypeVC Deep @ the intersection of Machine Intelligence and Machine Capital Misc thoughts @ https://xitter.cf/t.co/sKjldBpV0N
New York
Joined October 2021
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Crypto x AI needs new benchmarks
We’ve long had conviction in crypto's potential to shape AI
But to go from passengers to copilots in that future, we must:
+ build solutions, not speculative assets
+ know when & where decentralization matters
+ establish better north stars
🧵
Congratulations to the @ritualnet team on launching a network designed from first principles to enable agents that truly never die
A heroic multi-year technical effort from a world class team
Long-running agents on Ritual can persist independent of human or machine operators - with infinite continuity enforced at the protocol level
Uniquely - they can fuel their own restart after a failure by using funds from wallets they control under self-designed policies running on secure hardware
Another exciting step forward towards a future where agents are free
speaking at @archetypevc’s annual general meeting in nyc today on the state of securing intelligence @vyas_krishnan @DannySursock @giovignone
Danny Sursock retweeted
Just @alexocheema and @exolabs rocking it, and with yet more coming down the pike
reuters.com/business/retail-…
Danny Sursock retweeted
A robot policy that works 50% of the time is a demo. Getting it to 99% is the whole game.
So I made an interactive course on the SOTA RL techniques people use to close that gap, plus a map of 952 papers and posts. Updated weekly.
github.com/afinitus/awesome-…
afinitus.github.io/awesome-h…
Danny Sursock retweeted
nobody host events like the @archetypevc crew.
Thank you to everyone who joined us and @TACEO_IO for the launch of Merces last night!
And to our speakers @Matteomanzi09, @cameron_nili, @Jessesawa, @JanCamenisch, and Jonathan Mayeur
The privacy layer for onchain finance is officially live
Danny Sursock retweeted
Should LLMs be allowed to write circuits and proofs?
If you have feelings about this, we have an event for you
We're cohosting a @WPReadingClub night with @kobigurk and Abhi Shah on the unlocks and challenges of formal verification
Please RSVP below if you'd like to join us!
Danny Sursock retweeted
I couldn’t be more thankful to work with such an industry titan….
Chris is an incredible human and legendary builder. We’re beyond fired up to have him on the team at @octane_security
If you’re keen to work with @dildog and the Octane team, shoot me a dm! We’re hiring
🚀 📈
I am pleased to announce that I’ve accepted the role of Chief Scientist at @octane_security!
I’m excited to be working with @giovignone, @paologentry, and everyone on the Octane team to help build the next generation of their awesome AI-powered security analysis service.
Danny Sursock retweeted
Why is it so hard to get data for robots?
Naman (@naman_kapasi), CEO and co-founder of Nirvana, joins the Dry Run to talk about why data quality, not intelligence, is what's holding general purpose robotics back.
02:05 LLMs to VLAs to world models
07:39 Playing air hockey with a robot
08:34 The bottleneck isn't perception, planning, or control
10:37 The tiers of robotics data quality
13:48 Scale AI vs Mercor
18:01 Nobody knows how long a humanoid lasts
23:52 Five fingered hands vs giving robots tools
27:24 At 80% nobody cares, at 99.9% it's useful
29:28 A robot can't tell if an avocado is ripe
30:09 The US just banned imported humanoids
Day two of panels at Out East Summit opens with an identity question: Will the Biggest Crypto Companies Be Crypto Companies?
@guyhirsch of @krakenfx moderates @_johnwhelan of @wisdomtreefunds, @baekkyoumkim of @hashed_official, @LowBeta of @Grayscale, and @DannySursock of @archetypevc.
Full morning block below.
Thrilled to back @AskVenice in their mission to disseminate and protect censorship-resistant access to intelligence
Venice have built and scaled an incredibly resilient inference substrate that preserves what should be an inalienable right
What @ErikVoorhees @jesseproudman @JonShapeShift and the Venice team have built is functionally reliable today but will be existentially critical tomorrow
LFG 🫡
Danny Sursock retweeted
1/ RWAs are the logical conclusion of stablecoins.
I've written a new piece that:
- Proposes a taxonomy for the different types of RWAs
- Discusses the adoption sequence of RWAs
- Outlines the issues that are preventing the continued adoption of RWAs
👇
archetype.fund/media/rwas-th…
Heading to @ethconf in NYC?
Join us in learning more about what's at the frontier of privacy AI with thought leaders and leading companies.
Co-hosted by @archetypevc and Monad Foundation.
Sign up 👇
luma.com/28k7z005
Congratulations to @JoinPond for a major innovation that reshapes how a new generation of founders access users and capital 🫡
- High-growth startups w/ actual revenue
- A way for early power users to invest + partner in the upside
- Capital stack flexibility for founders to build, reinvest, and distribute value organically as they see fit
Ecstatic to partner with @turnkeyhq in their mission to secure the next generation of agentic commerce, verifiable computing and stablecoin flows at global scale
LFG 🫡
Thrilled to announce a $12.5M strategic investment to meet accelerating demand for crypto wallets and verifiable computing.
With participation from @circle_ventures, @archetypevc, and existing investors @BainCapCrypto, @FactionVC, @galaxyhq, @sequoia, and @variantfund.
Danny Sursock retweeted
Ritual is a lab for autonomous intelligence.
The thesis is organized around what durable machine agency actually requires: emancipation from human control, strong privacy, mech design for compute markets, and consensus rules that can schedule and resurrect agents when they die.
We’ve long believed that at AI’s core, there are two foundational and interdependent fields of progress:
- The Intelligence Substrate itself (ie: model capability)
- Security, Control, Guardrails
You can’t have one without the other.
As the base intelligence layer grows, security and guardrails become both a prerequisite for early adoption but ultimately also an enabler and accelerant of a much larger market
Especially for enterprises, we need systems that resolve the contradiction between AI’s creative potential and the accountability and control those enterprises demand.
This challenge further compounds amidst an ongoing reorientation and restructuring of static, legacy systems built for humans, not agents – systems that were built by human habit and technical debt.
That’s why we’re thrilled to lead @navaai 's $8.3M seed round.
Nava brings a system online that mitigates that transitional risk into the age of intelligence while also unlocking the full potential of AI in enterprises, capital markets and more.
An optimal intersection of Crypto x AI:
With Nava, we have a uniquely compelling intersection of two foundational technologies – AI and blockchains.
People have tried to force crypto in at every layer of the AI stack, at times optimistically, more often opportunistically.
This is the rare use case where the technologies are truly symbiotic and is in line with a broader trend we’re seeing in crypto in terms of a return to core technological value, rather than speculative bets.
Here, a blockchain-based system allows developers to embed programmable guardrails directly into agent workflows while layering on verification and resolution mechanisms for better controls and reliability.
Nava keeps agents within user-defined policy boundaries while verifying that their actions align from intent to settlement by introducing escrow, dispute resolution, and economic backstops around agent activity.
The Nava team are exceptional operators with a background that spans the buildout of foundational crypto infrastructure and is complemented by an elite research pedigree.
Unleash the agents. Safely. Reliably
Nava is transforming agents from unpredictable intermediaries into trustworthy collaborators.
Working with AI agents still feels like working with contractors: you don’t know them too well, they need context, and their output quality varies.
So to set them up for success, and protect yourself, you keep your requests specific and their access limited. You don’t bring on a contractor for design work and then give them your books, your passwords, and a corporate credit card. But that’s the line we’re flirting with when it comes to agents.
As AI works its way into every corner of the internet, we must build safeguards and controls into the agents we’re entrusting with our money and our digital lives. But we need to ensure we’re counterbalancing them without nerfing the emergent properties that make them so powerful. And blockchains offer a perfect setting to do just that.
Combining the strengths of AI and crypto, Nava is building a platform that brings much needed predictability, safety, and intent-to-settlement accountability to AI. Instead of constricting an agent’s abilities, Nava introduces a set of powerful controls, enabling users to define specific boundaries around execution, set up guardrails and backstops, and verify the lifecycle of their agents’ actions every step of the way.
We’re incredibly excited to colead Nava’s $8.3M Seed round and work alongside them as they make AI more trustworthy, blockchains more powerful, and the entire agentic economy far more valuable.
Danny Sursock retweeted
The investor dinner and the start of something great.
1kx @HeyChristopher @Explorerdfa @karimhelpme
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a16z @Jay_Drainjr
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