We’re ending our partnership with Cursor following its acquisition by SpaceX. Under our proposal, Cursor’s direct access to our models would end on November 12. We know that the people most affected by this decision are the developers who rely on OpenAI models in Cursor. We care about their experience in this transition and we’re ready to go above and beyond to support them.

We have paused some frontier RL training to ensure that we can meet the appropriate alignment, security and monitoring standards for the new level of capabilities in front of us. Model progress is now extremely rapid, and we always said we would take action if we felt that model capabilities were outstripping the pace of safety and alignment. We care very deeply about AI safety. We believe the entire field will have to coordinate on shared safety standards, but will act unilaterally in the meantime. We expect confidence in safety to increasingly set the pace of AI progress. We are optimistic about the alignment work we are doing, and we remain committed to making frontier capabilities widely available.

We raised a $45M Series B led by Peak XV in March, valuing @useblacksmith at $550M. We somehow never got around to announcing it until now; this year has been pretty busy. One thing I’ve been thinking about is how we were both right and wrong about what was coming. When we raised our Series A in April 2025, we believed AI was going to lead to a lot more code being written, and that all of that code would still need to be built, tested, and validated before it could be merged. That part was right, but what we underestimated was how fast it would happen. I have a suspicion that something changed over the holidays. Opus 4.5 came out in November; a lot of developers had time to really use Claude Code over the holidays. I think a lot of people who were still skeptical went back to work in January having fully embraced it. Since the start of the year, the number of CI jobs running on Blacksmith has grown more than 7x. We see customers adopt coding agents, produce way more PRs, and then run into the next problem: how do you actually validate all of this code and get it merged? There are a lot of people working on making code easier to produce. What I find strange is how little attention goes into everything that has to happen after the code is written and before it can be merged. The labs and hyperscalers are mostly focused elsewhere, yet developers and agents spend an enormous fraction of their time here. A lot of companies touch parts of this problem. For us, it’s *the* problem. We started Blacksmith by building a much better CI cloud, but ultimately what we care about is helping developers and agents validate and merge code faster. I sometimes tell candidates that if we don’t solve the whole thing, I’m not sure who will. I don’t think we fully appreciate yet how much more software is going to be produced. The infrastructure we have today wasn’t designed for that volume. There’s a lot we need to rethink from first principles, and I think we’re barely scratching the surface. If you’re extremely good at what you do and this is a problem you want to spend the next several years working on, we’re hiring in SF and NYC:

We’re hiring at @LexurLabs, the team building Lexur. Our immediate priority is full-time, on-site software engineers based in Ontario, Canada. We’re building the next generation of Lexur, including Lexur Pro, paper trading, advanced trading infrastructure, and several new products launching over the coming year. Our goal is to grow the team to 25+ people over the next six months, across engineering, design, product, growth, operations, research, and more. We’ll be hiring experienced talent, interns, and college students. We care more about ambition, speed, and your ability to build than perfect credentials. Even if you do not meet every requirement, reach out. We may find a role that fits you. Some non-engineering positions will also be available remotely to applicants outside Canada. We offer highly competitive compensation, meaningful responsibility, and the opportunity to help build Lexur from an early stage. To apply, email jobs@lexurlabs.com with your CV, the role you are interested in, a concise explanation of how you can help, and why you would be a strong fit.

+20% - @weareangelcity's win over Seattle on Wednesday improved its chances of making the playoffs by 20.0 percent, from 33.3% before the match to 53.3 percent after, according to the Opta Predictor. Wings.

So we're simply focused on the "save america act"? Really? We care more about that than the MILLIONS of people who have been given voting status (H1B, etc)? Which is the bigger threat? One's a theoretical, the other is a fact. You people need to stop supplicating yourselfs