Excited to announce Volantis's $88M Series A. We are solving Al's memory bottleneck by using optics, enabling chips with huge amounts of fast & cheap memory. By boosting both the memory bandwidth and capacity per chip by orders of magnitude, we enable ultra-fast inference (up to 10,000 tps/user) for large models (>10T) - with low $/tok to boot. Initially, this will enable insanely fast agents - think coding agents that finish in minutes or even seconds instead of hours. More excitingly, optics is a fundamentally scalable way to increase memory systems. Not 2X/year, but by orders of magnitude across new generations. This will enable a structurally new Al industry, including restarting scaling laws, holding entire repos in context windows & more. Our team has pioneered many core semiconductor technologies: the 1st CoWoS product, early HBM, the 1st silicon photonics CPO systems, the 1st high volume tunable VCSELs, the 1st processors to directly communicate using light & more. We’ve already sent data >10× farther than equally tiny electrical wires inside a chip package. Our next iteration is already taped out and targets world-record bandwidth density over relevant distances, read more: https://volantissemi.ai/news-insights/our-88m-series-a-demolishing-the-memory-wall-with-photonics-post

この時代にゲームボーイの新作を開発しました。 しかも、カートリッジをWi-Fi接続可能な形に魔改造。 ネット経由でゲームボーイ上で生成AIが動きます。 AIと会話して誰が殺人犯か、謎を解け。 #スーパーゲ制デー

CI has become the top bottleneck of every engineering team I talk to (including Lindy). Our CI spend has become stratospheric.

Today we rolled out Astra to every engineer at Databricks (N=~3500). Some notes that may be helpful to others: 1. Astra unambiguously out performs our previous highest-end models (Opus 5, Sol 5.6) on highly complex tasks, especially those related to high level system design or long range horizontal tasks. 2. Engineers given Astra increased overall coding spend by around 60% compared to baseline. 3. It is not clear Astra meaningfully improves on medium/low complexity coding tasks compared to earlier models. We suspect those tasks are mostly saturated (i.e. perfectly executed) by existing models. 4. We learned above by piloting Astra with around 200 users to gain signal on both quality and cost. We use Unity Gateway to do cohort-based experiments for all new models. 5. We give engineers a sub-budget specific to Astra to encourage them to use Astra selectively on complex tasks while preferring lower cost models for everyday tasks. Our engineers are able to mix-and-match tools and models within their overall budget envelope (we also allow for increased budgets through various mechanisms). These budgets are defined in Unity Gateway and regularly revisited. Note: We do not have robust comparisons of Astra-vs-Fable because we have net yet rolled out Fable widely due to data retention policies.

Cursor is now part of @SpaceX. Today, we have officially closed our acquisition. We will join the @SpaceXAI team to help make Grok the world's most useful AI and improve Grok Build, Grok Bot, Grok API, Cursor, and more. SpaceX has built some of the most inspiring and impressive technology in the world, and we’re grateful for the opportunity to become part of such a special company. Onwards.