FirstMark @FirstMarkCap
Backing generational founders since 2005 🗽 firstmark.com New York, NY Joined November 2009-
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Watch Eno's full presentation here: youtube.com/watch?v=NLsiZt…
"Locking yourself into a single model is putting an enormous amount of risk into your business." We were honored to have @EnoReyes, Cofounder of @FactoryAI take the stage at FirstMark Guilds Summit to share his thoughts on agentic software development and how they're helping companies build autonomous software factories.
@FirstMarkCap @pangram NYC folks, register here: luma.com/agentics-g4ka
Thrilled to host this @FirstMarkCap office in NYC, incredibly timely & important conversation as we barrel towards a future where the bulk of content we consume on the internet is AI-generated Excited to have Max unpack how @pangram is working to solve this problem!!
For NYC folks: I'm talking about AI slop with the @nori_agentic crew, moderated by @AmanKabeer11 this Thursday. Register below! luma.com/agentics-g4ka
Congrats to our co-founder and CEO, Mike Murchison, named to Canada's Top 40 Under 40 for 2026. Before Ada, Mike worked inside customer service teams and saw firsthand what was holding them back. He built Ada to fix it. We couldn't be prouder.
Yesterday we opened our brand new office in New York with more than 250 desks! I still remember our first NY office: 5 co-working desks in a WeWork. A lot has happened since then and I'm super proud of all the progress we've made since then as a team. Drop by to get your avatar captured, talk to us about our new insanely real-time products or beat me in a game of ping pong :) So proud of the team that made it happen and excited to double down on New York!
Watch Ely's full talk: youtube.com/watch?v=f8yZ7E…
I’m excited to share that today @liquidcompute emerges from stealth with a $15 million seed round. We are announcing pending applications before the CFTC for Designated Contract Market (DCM) and Derivatives Clearing Organization (DCO) status to build the first regulated orderbook to trade both cash and physically settled contracts on compute. The reality of compute is that it is heterogeneous and cannot be stored, functioning much like electricity rather than oil. Our approach focuses on developing a highly efficient short-term market to underpin a cash-settled derivatives layer, operating similarly to PJM or ERCOT sitting below liquid derivatives markets. Over recent months, I’m also happy to announce that Liquid Compute has collaborated with leading financial firms like Susquehanna International Group, @BGCGroupInc and @wintermute_t to facilitate liquid OTC trading for AI startups, neocloud providers, and lenders. This round was co-led by @chemistry and @FirstMarkCap , with participation from K8 Cap, Night Capital, @ufo_holdings, @TrueBridgeCP, Brainchild Holdings (@kalvepuri), @ycombinator, and angels such as Dmitry Balyasny, @taro_f , @JdotJdotF, Ethan Lin and others from companies like CoreWeave, Jane Street, OpenAI
Proud to welcome @ronitrjain, Aarav Patel and the entire @liquidcompute team to the FirstMark family as they build the exchange and clearinghouse for the compute economy 📈
Compute has plenty of prices, but it doesn't have a Price. Ask five vendors for an H100 hour and you'll get five quotes. Same silicon. The market clearing the largest infrastructure buildout in history still runs on Slack and handshakes. Thrilled to co-lead @liquidcompute's
Still just getting started. Thank you to our awesome team and community around the world.
A huge shout out to our @github community! We’re delighted by the incredible support for the SurrealDB repo, which has helped us surpass 33,000 GitHub Stars.
BREAKING: Alan Li is joining @babahq as a founding designer
When AI builds AI: my conversation with @RichardSocher about RSI and scientific progress. 00:00 Intro: AI That Improves Itself 00:55 Why Scientific Progress Is Slowing 03:08 The Labyrinth of Human Knowledge 05:59 Can AI Put Science Back Together? 07:57 How LLMs Learn Biology and Proteins 10:56 Next-Token Prediction as a World Model 16:44 Can AI Generate Truly Original Ideas? 17:32 Simulations, Verifiers and Superhuman AI 22:18 The Path to Recursive Self-Improvement 24:49 Why AI Hallucinations Can Drive Discovery 27:42 From Reading Biology to Writing It 31:31 Can AI Accelerate Drug Discovery? 33:31 Will AI Help Cure Cancer? 38:03 AI Breakthroughs in Biology, Energy and Materials 40:19 Will Some Societies Reject AI? 45:07 Building the AI Economist 52:22 The Scientific Data Bottleneck 53:41 The Four Pillars of the Eureka Machine 55:01 Teaching AI the Rules of Reality 57:44 Simulations and Virtual Cells 1:00:40 Self-Driving Robotic Laboratories 1:02:51 Agent Swarms and Open-Ended Discovery 1:04:30 The Compute Bottleneck 1:05:44 Inside @Recursive_SI 1:07:33 What Recursive Will Build First 1:10:10 How Do We Define Intelligence? 1:11:32 How Far Can Intelligence Go?
Introducing Finality: Chargebacks for Stablecoins Trillions of dollars are transacted today without a way to dispute a single payment. Finality is the first to give enterprises dispute resolution to their customers without reversing blockchain transactions. We're inviting payment providers, LPs, and arbitrators to help shape the network ahead of broader access.
I maintain that community building (done properly) is STILL one of the most under-leveraged growth engines available to companies. Darragh Collins has built exactly that at @RilletHQ and I had a blast nerding out with him on all things community 👇
Today, we’re launching Voice Design. Write a prompt, create a voice. Describe the accent, age, gender, and pace your use case needs, and get new voices in seconds, ready to use. Live and free in the Gradium API and Studio. gradium.link/voice-design
Build and customize any voice you’d like. Live today. 👏👏 @GradiumAI
Today, we’re launching Voice Design. Write a prompt, create a voice. Describe the accent, age, gender, and pace your use case needs, and get new voices in seconds, ready to use. Live and free in the Gradium API and Studio. gradium.link/voice-design
Watch the full video here: youtube.com/watch?v=aZHpZn…
Voice Arena benchmarked 10 TTS models on latency. Gradium lands #1: lowest p50 at 231 ms, and the tightest spread across p25, p50 and p75. This is one of the first things developers measure when they test us. Thanks @voicearena_ai for running this in public on voicearena.com
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