South Park Commons retweeted
Most of the AI power discussion is about getting onto the grid. @_panthalassa ($140M B) is skipping it entirely, turning ocean waves into clean intelligence.
I’m hosting a fireside with @garthsc at @spc’s Energy Forum in SF, Wed 11/18.
Sign up: luma.com/spc-garth
South Park Commons retweeted
Announcing @rox_ai just hit a $1.3B valuation, only 12 months after launch.
@generalcatalyst and @MarchCPs co-led our Series B, joined by @sequoia, @databricks Ventures, @p7ventures, Factory, and others.
We created the Revenue Agent category to help the world's most consequential enterprises grow revenue with agents.
Today, our customers have closed over $7.5 billion in revenue since partnering with Rox.
Our core is the Global 2000: dozens of large public companies across medical devices, manufacturing and financial services.
CEOs are using Rox and rolling it our across their revenue teams. We’re building AI for the real economy, not just tech.
Since launch:
- ARR up 10x
- 25x customer ROI within months
- 700%+ NRR across enterprise accounts
So what is a Revenue Agent?
It’s an AI agent that finds, wins and grows every revenue opportunity for you behind the scenes.
Soon you’ll tell Rox “Generate $50M in opportunities” and it will figure out how.
In practice:
- Fortune 500 medical devices company: Rox finds rural hospitals with new funding and preps everything reps need to win, down to the joint funding proposal. That’s $200M in pipeline and $24M closed-won in months.
- Top-3 US payroll provider: Rox reaches millions of small businesses, like your local pizza shop. Reps just show up to the meeting, and winning a customer now costs 80% less.
- Global IT services business: $300M+ in qualified pipeline in 8 weeks.
All of this is built on our elite applied AI team of ~50 researchers in SF. Nobody else has a team like it.
Gartner named us the only Visionary in the 2026 Gartner® Magic Quadrant™ for Revenue Action Orchestration.
We’re the fastest-growing company in GTM, with the highest ROI of any AI spend.
With this round, we’re doubling down on our mission:
Accelerating the world's revenue.
Learn more: rox.com/contact
South Park Commons retweeted
There are basically two kinds of companies to build right now.
1. Diffusion of AI
This is the "vertical SaaS" of today. There are a bunch of different models for it (FDE company, rollup, horizontal product) but ultimately it all boils down to the same thing: get AI diffused very close to where the work is being done.
Profound, Cognition, Harvey etc. A lot of great companies will get built here.
2. Frontier of AI
This is where the really interesting action is. Use AI to accelerate scientific progress, then build products from that progress.
It is a harder category to see. But we are seeing a lot more of it at @spc:
- Externa is adding hundreds of new chemical building blocks to proteins, so you can engineer a drug to match the disease instead of settling for what nature gave you.
- Epana Bio is using genomics and AI to design autoimmune therapies that go after the cellular origin of the disease.
- VenomicsAI is doing AI-accelerated drug discovery from venoms.
- Equivariant is doing multi-physics modeling for the semiconductor industry.
(There are always picks-and-shovels for AI as well. Lots of amazing companies in that category.)
Category 2 is not well understood or much talked about externally. It should be because I think that is where the vast majority of model driven returns will come from.
South Park Commons retweeted
What if you could take a GLP-1 by the nose? This is @zebird0’s answer to a world surrounded by cheap, delicious food.
Nothing in our evolutionary history prepared us for the availability and abundance around us.
South Park Commons retweeted
We raised $55M led by @insightpartners to help healthcare get every chart right.
Learn more: bit.ly/4j7GujU
South Park Commons retweeted
It was a pleasure returning to @spc NYC, right where @profound started, to talk about our story, particularly how design plays such an important part.
Thanks for the excellent conversation, @soleio!
Part 2 of my interview with @firstofkind comes Thursday.
Dylan Babbs tried 12 to 15 ideas before Profound. The one that worked took three days.
Season 3, Episode 4, Part 1 is here:
LIVE from SPC – @dbabbs joins @soleio before a live audience at @spc, where @profound got its start. Now available on 𝕏, YouTube, and Instagram
Part 2 drops Thursday.
Powered by @framer @noondesign @bot @tryramp @vercel @meetgranola @profound
Hosted by @soleio and coproduced with @Room3NYC
South Park Commons retweeted
In Neural Networks are Already Clean, @nickcammarata argued that neurons were far more legible than previously thought – and that this was great news for interpretability and safety.
Now, we’re releasing the first technical companion to Nick’s essay. It shares our findings from studying thousands of neurons using our novel automated interpretability pipeline, and outlines why we now think of neurons by their computational function, instead of whether or not they are polysemantic. Here’s what we found: 🧵
interpretability might be the most important scientific problem in the world right now, as I don't think we can solve alignment if we don't know what we're building. I think I have good news about it. I co-authored early work in mechanistic interpretability at OpenAI and came away pessimistic, because neural networks appeared to fold into arbitrary tangled knots. years later, I started openai's first large-scale automated interpretability project, finding about 2% of neurons legible with the primitive tools we had
with modern agentic tools and a much closer look, the picture looks totally different. the vast majority in models up to trillions of parameters are legible, and their circuits beautiful. many famous examples of tangled neurons turned out to be misunderstood. The roadblocks I expected mostly aren't there. I now think ambitious interpretability will be solved by the time we need it most, and possibly quite soon, as automated scientists keep improving. it may be a bitter lesson for interpretability: the simple thing, at absurd scale, works
already-clean.goodfire.com/
This week’s @firstofkind is a two-part feature with @profound CTO and cofounder @dbabbs
Live from New York! Hear the story of how Profound was created at @SPC
Dylan Babbs tried 12 to 15 ideas before Profound. The one that worked took three days.
Season 3, Episode 4, Part 1 is here:
LIVE from SPC – @dbabbs joins @soleio before a live audience at @spc, where @profound got its start. Now available on 𝕏, YouTube, and Instagram
Part 2 drops Thursday.
Powered by @framer @noondesign @bot @tryramp @vercel @meetgranola @profound
Hosted by @soleio and coproduced with @Room3NYC
South Park Commons retweeted
Dylan Babbs tried 12 to 15 ideas before Profound. The one that worked took three days.
Season 3, Episode 4, Part 1 is here:
LIVE from SPC – @dbabbs joins @soleio before a live audience at @spc, where @profound got its start. Now available on 𝕏, YouTube, and Instagram
Part 2 drops Thursday.
Powered by @framer @noondesign @bot @tryramp @vercel @meetgranola @profound
Hosted by @soleio and coproduced with @Room3NYC
How much of the power grid are we actually using?
Only half.
We can't tap into it because the utilities still lack visibility into what’s happening on the wires.
@danjohnhunter and @nyquishq are building real-time sensors to spot faults early and help utilities discover hidden capacity.
Watch our conversation at @spc.
🤖 Made with AI
South Park Commons retweeted
The first AI persona you’ll actually want to meet face-to-face.
Most AI personas stare blankly while you talk. Emma reacts while you’re still speaking.
After 18 months of research at @nuance_ai, this is Emma, built on Nuplex, our full-duplex audiovisual foundation model.
South Park Commons retweeted
Huge launch from the @nuance_ai team today. Try it out now.
The first AI persona you’ll actually want to meet face-to-face.
Most AI personas stare blankly while you talk. Emma reacts while you’re still speaking.
After 18 months of research at @nuance_ai, this is Emma, built on Nuplex, our full-duplex audiovisual foundation model.
South Park Commons retweeted
Jason Rathje came by @spc on Friday to meet with our founders, share a bit about his career building within the government as an engineer and researcher, and offer his experience on what needs to get built, how, and how that gets done. This perspective was particularly helpful for our deep tech founders.
Unrelatedly, I often think: if the investments he made in the government organizations he’s created were for equity, he probably would have had a track record better than most venture firms. After building two programs in the government that have accelerated investment and innovation in frontier technology, he most recently joined WebAI as president of the public sector and also sits on the board of @elroyair
There are very few people, in my mind, who have had as much of an impact on driving U.S. innovation as Jason has. He has one of the most unique perspectives as someone who has worked on the technology, the buying process, the early funding path, the industrial capital behind production, and now the challenge of taking a company’s product to government customers.
At SPC, that experience gave him a particularly helpful and insightful answer to the dilemma founders building at the frontier have: build what the government cannot yet imagine, but do not confuse showing it an invention with getting that invention deployed. While doing his PhD at Stanford, he studied how government programs were effective at funding new technology. What he learned was that, at the time, Silicon Valley and the military often had a cultural or political divide. He became obsessed with understanding how the government could actually adapt its programs to accelerate company growth. To him, SBIR’s goal was to grow and strengthen the economy and help companies that start off small become really big. Through his research, he discovered that the program wasn’t doing that. This led him to build two programs in the government that deployed more dollars into innovation and technology over the last nearly decade, via AFWerx and the Department of Defense’s Office of Strategic Capital.
The Office has the sole focus of investing in industries that were ultimately beneath the national security system, including everything from supply chain and manufacturing—not just military products. He left the government to go back to building, and believes that every American is right to own their own artificial intelligence.
In order to be resilient, we should not depend entirely on central infrastructure or closed models.
He shared a lot of insight and specific perspectives on what it looks like to successfully sell into the government, and we can't wait to have him back.
South Park Commons retweeted
SpaceX didn’t build Starship overnight. Ambitious technology demands both urgency & patience.
What makes an idea worth dedicating your life to?
I talked to @traestephens about Palantir, Founders Fund, Anduril, the risks of sky-high startup valuations, and what it really takes to build in defense.
Watch the full conversation at @spc now.
(00:30) Finding the Right Mission: Why Great Startup Ideas Find You
(02:57) From Government to Palantir: Finding the Right People and Culture
(11:44) Leaving Palantir: How Peter Thiel Recruited Trae to Founders Fund
(17:27) Learning Venture Capital: Why Trae Took 500 Startup Pitch Meetings
(21:19) Founders Fund's Investment Strategy: Why Only a Few Companies Drive Returns
(23:00) The AI Valuation Boom: Why Founders Must Be Careful About Raising Too Much
(30:06) Founding Anduril: How Trae Stephens and Palmer Luckey Built a Defense Tech Company
(34:18) Building Anduril's First Products and Competing With Defense Giants
South Park Commons retweeted
Yesterday was quite the day to talk compute markets at @spc NYC
@carmenli (@silicondata), @absurdistphil (Compute Trading Lead @jumptrading) & @brexton (Global Head Compute @ Cantor Group) & @unhedged21 of @eqxlabs
led a fire standing-room-only conversation
Clips soon 👀
South Park Commons retweeted
Just because someone is willing to invest at a certain valuation doesn't mean it's the right valuation for your company.
What makes an idea worth dedicating your life to?
I talked to @traestephens about Palantir, Founders Fund, Anduril, the risks of sky-high startup valuations, and what it really takes to build in defense.
Watch the full conversation at @spc now.
(00:30) Finding the Right Mission: Why Great Startup Ideas Find You
(02:57) From Government to Palantir: Finding the Right People and Culture
(11:44) Leaving Palantir: How Peter Thiel Recruited Trae to Founders Fund
(17:27) Learning Venture Capital: Why Trae Took 500 Startup Pitch Meetings
(21:19) Founders Fund's Investment Strategy: Why Only a Few Companies Drive Returns
(23:00) The AI Valuation Boom: Why Founders Must Be Careful About Raising Too Much
(30:06) Founding Anduril: How Trae Stephens and Palmer Luckey Built a Defense Tech Company
(34:18) Building Anduril's First Products and Competing With Defense Giants
South Park Commons retweeted
What makes an idea worth dedicating your life to?
I talked to @traestephens about Palantir, Founders Fund, Anduril, the risks of sky-high startup valuations, and what it really takes to build in defense.
Watch the full conversation at @spc now.
(00:30) Finding the Right Mission: Why Great Startup Ideas Find You
(02:57) From Government to Palantir: Finding the Right People and Culture
(11:44) Leaving Palantir: How Peter Thiel Recruited Trae to Founders Fund
(17:27) Learning Venture Capital: Why Trae Took 500 Startup Pitch Meetings
(21:19) Founders Fund's Investment Strategy: Why Only a Few Companies Drive Returns
(23:00) The AI Valuation Boom: Why Founders Must Be Careful About Raising Too Much
(30:06) Founding Anduril: How Trae Stephens and Palmer Luckey Built a Defense Tech Company
(34:18) Building Anduril's First Products and Competing With Defense Giants
South Park Commons retweeted
You don't find a good quest, a good quest finds you.
@traestephens didn't plan to leave Palantir for VC, or VC for defense.
From @PalantirTech to @foundersfund to @anduriltech, at @spc.
Four years ago a few of us at a16z started @speedrun to back founders at the earliest stages. A year ago I left to become one.
Today I can share what we’ve been building at LionBio: a nasal spray GLP-1 backed by a $6M pre-seed from SPC.
South Park Commons retweeted
Excited to share that @nyquishq has raised $6.3M, co-led by @gigascale and @spc.
Like an EKG for the grid, Nyquis helps utilities spot hidden faults and plan for growing demand. We’re already monitoring 800 miles of power lines.
Watch our launch film below.
























