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Hey folks,
My first fund is now at 5x! I had a very notable firm not invest in my latest fund as they were assessing if I was a 5x fund returner… seems like I am. Fund 2 is also at ~3x with 55% IRR. Fund 3 I’m starting to fundraise for again, looking for operators, $100k minimum. Deployed 4 cheques so far. I invest in developer tools and infrastructure - essentially anything for an agent-first world. If you or anyone you know would be interested, please let me know.
Google’s I/O event on Tuesday was overshadowed by Andrej Karpathy joining Antrhopic’s pre-training team under Nick Joseph to build and lead a new group focused on using Claude to accelerate pre-training research. Using Claude to help pre-train Claude models.
And now they have the compute… SpaceX’s IPO filing discloses Anthropic will pay $1.25 billion monthly for compute.
Just as Anthropic project $10.9 billion June quarter revenue and its first operating profit. Which could well lead them to a valuation higher than OpenAI. Who have been reported are potentially filing for an IPO imminently (some sources say as early as tomorrow) - but nothing official or confirmed.
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Headlines
Google I/O wasn’t all that interesting.
They have a new model family aiming for any input/any output. Gemini Omni Flash - the first model in that family generates and edits videos. The technical difference between Omni and Veo is similar to that between Imagen and Nano Banana.
For general model upgrades, they only released Gemini 3.5 Flash, which, on paper, is better than 3.1 Pro. This model is fast and intelligent, but not cheap anymore. It also has the knowledge cutoff of Jan 2025, so it does not know about vibe coding and beyond. 3.5 Pro is coming next month, but I don’t have high hopes.
Antigravity is now a clone of Codex, Conductor and every other AI coding agent app. It’s usable — but I couldn’t find a way to bypass permission quickly. They have also made installing the IDE optional.
Their answer to OpenClaw is called Gemini Spark, a 24/7 personal agent that works across Workspace, but it’s “coming soon”, so no idea how well it works.
OpenAI says one of its models solved a famous math problem, and external mathematicians checked the proof. They also added a public image verifier for images made with ChatGPT, the API and Codex. It checks C2PA metadata and also SynthID (from Google). Try it here.
Figma has a design agent inside the canvas. It can start from a design layer, generate multiple directions in parallel, make bulk edits, use your design system, and work in the same file as your team.
Now any product developer can ship globally: Neimo MCP turns Claude, OpenAI's Codex, and Manus into regulatory experts across 200+ jurisdictions. Built by the team behind compliance for some of the world's largest games and platforms. Try Neimo free 👉*
My feed
Handinger: Build AI agents in plain English, connect them to your tools, and kill the boring admin work nobody wants.*
Factory’s Deferred Context Engine - Droid now loads tools more selectively to cut context size by 40%.
Roughdraft - local open-source interface for commenting and suggested changes on markdown docs/plans.
DiffsHub - replace github with diffshub in a public GitHub diff URL to virtualise and inspect huge diffs quickly.
Lapdog from Datadog - local tracing for reasoning and tool calls in Codex, Claude Code and Pi.
Granola Briefs - searches your email, web and previous meeting notes before a meeting, then gives you three bullets.
Taste MCP - what if your design preferences could follow you into Codex, Cursor, Claude Code?
OpenAI Guaranteed Capacity - companies can pre-book OpenAI compute for 1-3 years, so important products and agents don't get throttled when demand spikes.
Parallel Web Systems Index - lets publishers see which agents are reading their content and get paid. First partners include The Atlantic, Fortune, Every and Packy.
Active Graph - open-source framework for long-running agents to remember what happened, react to new events, and compare different agent runs.
Making computer use reliable in production.
A poisoned third-party VS Code extension compromised a GitHub employee's device, and ~3,800 internal GitHub repos were exfiltrated.
Cohere released Command A+ - an open-source enterprise model. supports text/image/tool use and runs on two H100s/one B200 with quantisation.
Afters
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