sundeep ahuja @sunrock

Today we're publishing real-world results from Rest, the world's first AI sleep program. After eight weeks with Rest, users on average cut the time it takes to fall asleep and the time spent awake at night roughly in half (52% and 49%, real-world cohort of 318 users). Rest matches what behavioral sleep programs led by human coaches and clinicians achieve, at a fraction of the cost, with no waitlist, and available 24/7. This will be a game changer for the 70 million Americans with insomnia symptoms and no good alternatives. With all the understandable concern about AI, this is one example of it being used for good. Very proud of our team, including the incredible sleep experts who helped us build Rest. This is a big milestone for all of us. Read the paper: getrest.app/sleep-outcomes…

Last year @JBurst & I shot a pilot for "TMRW, Today", a climate & comedy late-night style show. We just launched a WeFunder campaign to fund a full first season; join us @ wefunder.com/tmrw.today

@AmirMashal Congrats @AmirMashal !

Today, after about a year and a half of heads-down work, I’m excited to announce that Arcturus is emerging from stealth with an $8M seed round led by Initialized Capital with participation from 1517, Toyota Ventures, Wireframe Ventures, and Climate Capital. This all started with a realization that I couldn’t shake: the world’s asking more and more from metals that were never designed for the systems we’re building today. EVs, drones, robotics, AI data centers, the grid. The modern world runs on copper and aluminum doing their job quietly in the background. But as power, heat, and performance demands keep rising, those materials are becoming a bottleneck. At Arcturus, we’re building a new class of conductor materials by infusing carbon nanomaterials into metals. The goal is simple: help wires, motors, and thermal systems move more power, shed more heat, and hold up in harsher conditions, without redesigning everything around them. Not long ago, this was just an idea in my garage in Los Angeles. I’m incredibly grateful to our investors, partners, advisors, and early believers who helped us get here: thank you for seeing it before there was much to see. This is just the beginning and I’m so excited for what comes next! @Initialized @zcperret @brettdg | @1517fund @William_Blake @DStrachman | @Breakthrough @bchevva | @WireframeVC @lbernicker @harsh1 | @Toyota_Ventures @lisabcoca | @climatecap @sunrock | @smathaudhu | @al_mashal @april_brady @SarahRhoades @arcturustechinc

It’s not the words in the song; it’s the song in the words.

Today, we're launching Nuvo AI - the first AI-native freight execution engine for North American shippers. This is @nuvocargo's biggest launch to date. If you are a manufacturer, wholesaler, distributor, retailer, or any kind of shipper moving North America truckload freight - then Nuvo AI was built for you. Check out our launch video below. More relevant links in the next tweet below (@FreightWaves, link to set up a demo, and more). Nuvo AI acts as an extension of your team — 12+ AI agents, 70%+ automated touchpoints per load, dedicated human freight experts on your account, and a network of 300K+ carriers managing your freight end to end: procurement, execution, monitoring, compliance, audit & pay, and reporting. We don't sell software, we sell outcomes powered by AI: - Spend less on freight — we automate hundreds of hours of manual work, reduce your software spend, and cut your direct freight costs. Many of our customers are seeing 7-20% freight spend reduction in year 1 - Improve service levels — we hold ourselves accountable to your metrics: OTIF, OTP, OTD, landed cost. - Simplify your supply chain — one platform instead of 15+ tools to implement, train on, and manage. Less vendors, less work, less headaches for you. - Stay ahead on AI — we evaluate the latest AI models and tools and constantly swap in the best on your behalf. A dedicated Silicon Valley engineering team making those decisions for you, so you don't have to. You can get started by tendering us as little as 10 US truckloads. No long implementations. No rip and replace. No training your team on yet another freight SaaS point solution. No long “process mapping” with the 10th AI agent startup. This isn’t just software; hold Nuvocargo accountable to business outcomes. Our team of human freight experts who have moved over 100k+ loads at top logistics companies work closely as part of your team. Once you've run as few as 10 loads in our pilot and seen the platform in action - we'll work with you to build the ROI and business case for your C-suite to run all - or a large portion - of your freight through Nuvo AI. Nuvo AI works seamlessly with your existing trusted carriers and freight brokers. We help strengthen those relationships while driving deeper accountability and results. You can also tap into our growing network of 300k+ carriers to keep driving down costs as rates start climbing. We rebuilt our entire platform in 2024 for the age of AI. It has already run tens of thousands of real loads - domestic US, US-MX-CA cross-border, FTL, LTL, multi-stop, dryvan, reefer, and more. Our agents are battle tested with thousands of edge cases and continue to improve as AI models get better. Our team of human freight veterans supervise the agents, handle edge cases, and work your freight every day. We're not a new AI startup figuring out how freight works. Who knew that freight, the Roman empire, and AI all had something in common?! Thanks @NoiMahoney for the awesome coverage!

Tomorrow is @nuvocargo's biggest launch to date. Below is a sneek peak. What the hell does freight have to do with the Roman empire? Follow me so you can see yourself - tomorrow!

Last night Rest showed up where insomnia actually lives: TikTok Shop at 3am. This Sleep Awareness Week, we didn't want to talk about sleep during the day. We wanted to find people at the exact moment insomnia has them in its grip — scrolling, making bad decisions ("late night mistakes"), doing anything but sleeping. Streamers went live teasing sleep "hacks" — cooling pillows, melatonin gummies, panda-eye concealers. All of it a setup to offer something actually backed by science that works: Rest. In one night, we partnered with creators reaching a combined audience of over 500,000 people. People who were wide awake when they wanted to be sleeping. We met them in their worst moment and offered them a real way out — an AI-powered sleep program built on real clinical science, not another band-aid. Because this Sleep Awareness Week there's no shortage of awareness that sleep matters. What's missing is awareness that effective solutions actually exist. If you or someone you know is struggling with sleep, this Sleep Awareness Week we're offering 50% off: sleepl.ly #SleepAwarenessWeek #LateNightMistakes #RestApp #StartSleepingGetDreaming

We recently re-launched the @climatecap website as we focus on deep tech & AI across energy, infra, and adaptation: climatecapital.co Invest with us @ venture.angellist.com/v/l/YuUEb

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In NYC? Join @JBurst at a posh social club near Central Park *tmrw,* Tues 1/13, for a private screening of the late-night style comedy pilot "TMRW, Today;" DM Josh or me for deets. Can't make it? Enjoy it @ home @ youtu.be/Rtey7AQZ3Eg

Early career folks looking to break into VC - check it out. This would have been a dream job for me a decade ago! This is an amazing opportunity to learn the nuts and bolts of venture from genuinely good people. (if I do say so myself 😁 ) lnkd.in/g64ERYZM

For most of my life, I assumed technology only moved in one direction: Faster, better, cheaper. Progress felt inevitable. But if you look at the industry that once embodied American ambition, that's not happening. Over the past 50 years, our ability to build large construction projects has not just stagnated, it has eroded. We built faster, better, and cheaper in the 1960s than we do today. What a shame. This is happening at the exact moment we need to build more than ever. More energy to win the AI race, more critical minerals to secure our supply chain, and more advanced manufacturing to reindustrialize. In the last decade, China built an order of magnitude more energy infrastructure than the US. This is not how we win. That is why we’re building Unlimited. We are an AI-native, vertically integrated construction company. We’ve raised a $12M seed round co-led by @a16z (@KTmBoyle) and CIV (Abhijoy Mitra) to redefine how humanity builds. We’re going to automate construction end to end and ensure a future of radical physical abundance. A world where cities rise at the push of a button. Today we are designing and building $100M+ data centers, power plants, and mining facilities. Our AI platform compresses engineering timelines from months to days and delivers optimized designs that simply are not achievable through manual effort. The thing I am most proud of is the team we are building. A small, hyper talented group of multidisciplinary builders who work with intensity, care about craft, and genuinely give a shit. If you want to tackle problems that reshape the physical world and define the new playbook for how civilization builds in the decades ahead, reach out. We are hiring across mechanical, electrical, civil/structural, simulation, and software. We started the company earlier this year, raised money, built out the core technology and team, and kicked off our first real projects. And we’ve done it all under the radar until today. Excited to continue building the team that will build the future of our physical world. It's time to build. @unltdindustries

@HarryStebbings Nice work @jonsid !

Data labelling is a fricking hard market and there are some core questions. 1. Why does no player want to be called a talent marketplace? 2. Is the proclaimed “revenue” real revenue or GMV? 3. What are the margins given the GMV structure of the business? 4. Are the players not concerned by the concentration of revenue with 2 customers being over 50% of revenue for every player in market? 5.If synthetic data continues to improve, WTF happens to their core business? We do not pull punches in this discussion with @jonsid Top 5 takeaways below 👇 Spotify 👉 open.spotify.com/episode/2Z48yt… Youtube 👉 youtu.be/yQLOicn2vPU Apple Podcasts 👉 podcasts.apple.com/us/podcast/20v… Timestamps: 00:00 Intro 00:51 Redefining “Talent Marketplaces” Today 03:46 Data, Compute, Algorithms: What is Most Abundant? 16:59 The Biggest Challenges Enterprises Have with AI Adoption 20:57 Why Will 99% of Knowledge Work Will be Gone in 10 Years 28:53 How Will Data-Driven Feedback Loops Replace Technology as the Moat 34:20 Is Revenue BS in Data Labelling? Are Players Calling GMV Revenue? 43:43 Are We in an AI Bubble? 52:22 Why is SaaS Dead in a World of AI? 01:00:32 Will the Phone be the Primary User Interface to an AI World? 01:07:46 Quick-Fire Round

Friends! Favor: We are *live* on YouTube with our late-night style comedy show & need views, comments, and shares so the studios we're chatting with ask for a full season 🙏🏼 Enjoy: youtu.be/Rtey7AQZ3Eg

Today, I'm excited to announce that @nuvocargo has acquired Mentum, a YC-backed startup building AI agents that automate procurement and supply chain workflows. We're excited to partner with @gustrigos, Mentum's awesome founder/CEO - to accelerate our AI agents roadmap inside NuvoOS and to keep adding AI native and @ycombinator founder DNA to our R&D team. Thank you Noi Mahoney from FreightWaves for the exclusive coverage here (link in following tweet). You can also read more on why we partnered with Gus and Mentum on our company's blog (also linked in following tweet). Onwards & upwards!

LA friends: like to laugh? Join me @ 6:30p *tonight* 10/27 for a private screening of "TMRW, Today," a late-night style comedy TV pilot with Comedian/Producer @JBurst, in partnership with @climatecap. 3 spots left: luma.com/y9tc8d3w

I'm going to be in Miami Friday speaking at the Vertical Software Summit 2025 on the Venture / AI Buyouts panel alongside @vidushanmug (Google Ventures), Andrew (Bungalow), and Nathan (Roofer). Thanks @lukesophinos for the invite and @EvanLyseng for the intro. We'll discuss transforming service businesses with AI, using M&A as a growth strategy (alongside traditional organic growth), and more. @nuvocargo has been working on these things and I'm excited to share our learnings and learn from others. If you're going to be at VSS in Miami and are interested in these topics, feel free to reach out so we can hang out.