David Kwon retweeted
Our heterogeneous cloud just got better. We're announcing a cluster scale deployment of @positron_ai as our next partner.
We believe demand for fast inference will outstrip supply for the next decade. Our bet on Positron is another step towards getting fast inference for opensource models into builders' hands.
Hardware goes live Q1 2027.
Thanks to @mitesh711, @trsohmers and the whole Positron team! We're excited for this partnership.
LFG!
David Kwon retweeted
Socket now protects four of the Magnificent Seven, two of the three hyperscalers, nearly every leading AI lab, and one of America's largest automakers.
This summer, @SocketSecurity automatically blocked two live supply chain attacks at the world's largest company.
AI coding agents are writing code faster than ever and pulling in more open source dependencies than ever. Socket is the guardrail that lets developers and agents move fast without shipping malicious or high-risk components.
Proud that Socket is protecting America's software supply chain, whether the code is written by humans or AI.
David Kwon retweeted
🚨 BREAKING: Super excited to announce we're deploying the world's fastest inference with @Cerebras.
Talk to any developer and they're excited to build with 20x faster AI... the problem is there's almost no compute available.
We're here to solve that.
Using GPUs for prefill - it's now more affordable than ever too.
Thank you to the whole Cerebras team and excited to grow this partnership.
First tokens live Q127 🚀
David Kwon retweeted
Proud to be supporting some of the world’s most important missions, led by our customers at @viasat and @INL.
Thank you @KToropin and @AP for covering this news.
BREAKING from @AP: Atalanta and Viasat Demonstrate Improved Resilience of Satellite Network Against Modern Warfare Threats.
“The tools and techniques of yesterday do not scale for today and ‘software understanding’ is going to be the path forward for anyone building a system of consequence for the United States.” - Anjana Rajan, CEO & Co-Founder, Atalanta.
More from the AP: apnews.com/article/cybersecu…
David Kwon retweeted
Grokathon applications close tomorrow!
Excited to see you all.
x.ai/grokathon
David Kwon retweeted
@GoToImpulse is on a mission to accelerate humanity's future beyond Earth. To get there, they are building the spacecraft that will advance the orbital economy, and need to test as fast as they build.
Before Revel, standing up a new test stand took 1–3 weeks, first-time deployments could take up to 3 months, software changes required looping in a specialist, and the team was locked into a single DAQ ecosystem.
Now, stands are up in days, sometimes even hours. Engineers self-serve on sequence changes, the program runs multiple test fires per day instead of one every other day, and with the ability to mix and match hardware across vendor ecosystems, the team saves over 100x on hardware alone.
Today, Revel runs across hundreds of Impulse assets — engine stands, vacuum chambers, avionics test stands, facility monitoring, and more — creating a single codebase that can be maintained and deployed consistently at scale.
Thanks to @lrocket, @_Eric_Romo, Dane Sarcone, Julia Vyborny, Trevor Hanken, and the rest of the Impulse Space team for the partnership.
Read the full case study at revel.io/impulse
David Kwon retweeted
Today, we’re thrilled to share that our friends at @TrajectoryLabs have officially launched from stealth!!!
We first met Ronak a few days before Delta was founded in February 2025, and it’s been an incredible journey seeing him grow from his time at Windsurf, to DeepMind, and now to Trajectory.
The Trajectory team has seen Delta’s full trajectory, and now we’re incredibly excited for the world to see theirs!! 🚀
David Kwon retweeted
Today we’re proud to announce that we’re leading Dust’s $40M round.
Most enterprise AI is still single-player. Dust is multiplayer, humans and agents collaborating together, with knowledge compounding across the organization.
300,000+ agents have already been deployed on the platform.
Dust isn’t just building AI tools. They’re building the infrastructure for AI-native companies.
Excited to partner with @gabhubert, @spolu , and the @DustHQ team.
David Kwon retweeted
Real-time World Models are the next AI frontier.
Today, we're taking the first step towards this reality: our early preview lets you experience worlds generated in real-time, running on our global low-latency infrastructure.
Try it now: reactor.inc/
David Kwon retweeted
We just raised $30M at a $500M valuation, after never spending a dollar on marketing.
4 million people decided @ComfyUI was the platform they wanted to build on, and they shaped it into something we never could have shipped alone.
This funding will accelerate our mission to build an open infrastructure, the kind that lasts, the kind that empowers rather than locks in.
The core stays open, local stays first, and every part of this round goes toward building for the people who create things for a living.
The next chapter of creative AI is going to be built by them, not handed to them.
Round led by @craft_ventures, with @PaceCap, @chemistry and Tru Arrow joining. Total funding now $47M.
David Kwon retweeted
Today, Atalanta is coming out of stealth. We are a mathematical AI company with a vision to bring provably correct decision-making to the world’s most important missions.
The systems underpinning critical infrastructure, national security, and autonomous operations are growing more complex and interdependent than our ability to reason about them. The U.S. government calls this challenge “the software understanding gap.” We built Atalanta to deliver on this national priority by combining AI and formal methods with the speed, agility, and precision that critical missions demand.
Over the past 15 months, we’ve deployed our flagship product, Argo, with leading institutions across energy, space, and defense. We’ve built a team of exceptional people deeply committed to solving this problem, and we’re now growing quickly and expanding across engineering, mathematics, strategy, and design.
Read our company thesis in the essay “The Age of Software Understanding,” written by Atalanta’s founders, Anjana Rajan and Jonathan Ring (link below.)
David Kwon retweeted
Join us in recognizing Delta's Rising Investors of 2026! 🎉
Congrats to the investors our community nominated as truly exceptional at the early stage. Angels, emerging fund managers, and established names alike, recognized for their track records, the depth of their writing, and their presence in the technical community.
These are the people who cut through the noise, back the right companies early, and show up as real partners to the founders they work with.
deltainstitutes.org/rising-i…
David Kwon retweeted
excited to coauthor this article with @amytam01. at Quadrillion we happen to think that research is the most important thing that we can do as people, and we want everyone to have that capability (1/2)
David Kwon retweeted
@runwayml is the world's leading enterprise platform for AI-powered video and multi-media content creation with tens of millions of users and trusted by Fortune 100 companies around the globe.
Our Series E is a lagging indicator of the work we've been doing to pre-train the next generation of world models, and bring them to new products and industries.
Join us in bringing the most consequential technology of our time to companies and users at scale: runwayml.com/careers.
David Kwon retweeted
For a decade, techbio optimized the drug discovery "paper mill": more molecules, faster. But the hard part - knowing which ones will work safely in humans - hardly moved at all.
Late last year, I spent time with Axiom Bio, a company built around the idea that the real bottleneck is predicting clinical activity in molecules, *not* merely discovering them.
David Kwon retweeted
Had a fantastic conversation with @patrick_oshag! We dove deep into my personal journey and the origins of Abstract, exploring how it has grown into what it is today.
I’m always amazed how few investors can explain the specific thing they can do better than others.
When I first asked Ramtin (@ramtinnaimi) this question, he gave one of the most specific answers I’ve heard (about how he helps founders end up owning more of their company, along with his specific method for doing so). He details that and a ton more in refreshingly honest fashion.
He seems willing to answer any question about himself, and we explore his entire rags to riches to rags to riches story. The stuff on the intense parallels between art and investing is a first, too: how to work the playing field and win.
A unique convo with an investor who has never done an interview like this before.
Timestamps
0:00 Intro
0:25 The Art of Collecting
4:36 Parallels Between Art and Venture Capital
6:59 Challenges and Strategies in Art Collecting
18:19 The Role of Status and Reputation in Art
20:10 The Business of Art Galleries & Auction Houses
26:43 Building a Successful Venture Capital Firm
41:29 Leading Seed Financings
44:27 The Power of AngelList
46:40 Scaling and Building a Team
49:33 Identifying Exceptional Founders
52:32 The Importance of Dilution Sensitivity
54:18 Efficient Investment Processes
1:05:51 Winning Competitive Deals
1:15:29 The Value of Strong Board Members
1:21:37 The Importance of Personal Branding in VC
1:24:28 The Health of the AI Investment Ecosystem
1:28:11 Early Life and Entrepreneurial Beginnings
1:35:12 Starting a Hedge Fund and Lessons Learned
1:44:59 Building Abstract and Family Life
1:54:06 Insights on LPs and Venture Capital Trends
2:02:18 The Kindest Thing
David Kwon retweeted
Introducing MagicPath, an infinite canvas to create, refine, and explore with AI.
Create beautiful components and functional apps, while providing production ready code.
Available today, free, for everyone.
The Cursor moment for design is here.
David Kwon retweeted
Excited to share that Structify has raised a $4M seed round, led by @BainCapVC & @8VC! We’ve been heads-down training our model & building our UI—and we’re just getting started. 🚀
David Kwon retweeted
“It took five years, but we proved that video is worth spending time on,...Then everyone suddenly realized it was worth building.”
And we're just getting started.
