Excited to introduce @Cosign: the curated professional network for the startup community: Our goal is to create the following: - A comprehensive startup directory of investors, companies, and operators, including what they worked on and who they worked on it with. - Cosign graph: Who shaped your career? Who were you actually in the trenches with? Who would work with you again? Who thinks you’re someone to watch? - Durable reputation: Great endorsements happen every day on X and disappear into the feed. Cosign attaches those signals permanently to people and companies. - Discovery: Who are the best fintech angels? Which AI companies should I watch? Who are the best designers? - Intent network: Privately signal “I’d invest in them,” “I’d hire them,” “I’d work with them,” or eventually even “I’d acquire this company.” Match people when interest exists on both sides. Imagine if Wikipedia, LinkedIn, and OG AngelList had a baby. Though Cosign is a community, not a business. In order to join, you need to be cosigned. Or you can apply directly. David Booth and I started this idea 7 years ago but didn’t have the firepower to make it work. Now we do. No one has really touched LinkedIn in 20 years. Excited to take a swing.

Deel put Jev head-to-head with frontier LLMs across multiple use cases: up to 59× cheaper, up to 4× faster, and quality at parity or better on 6 of 8 checks. TypeSafe opened Jev to us on Sunday. Expected cheaper and faster, got both. The real shock? Accuracy surged. Repeat questions: 70% → 97% Expense categories: 50% → 86% Escalations: same catches, fewer false alarms

The World is Changing: AI For Creativity By Jeffrey Katzenberg A few months ago, I sat in my office in Silicon Valley and watched as a tech founder showed me something extraordinary. On the screen was a fully realized, beautifully lit, well-composed animated scene. It was stunning and it made me feel exactly what I felt in 1986 watching Luxo Jr. That was the first time I watched a computer-animated 3D character take a breath and seem, against all reason, to have life. It left me in awe. Later that day, I received a text from an artist I've known for thirty years, 350 miles to the south, in the city where I spent most of my career. After seeing a similar video, she texted: "Is this the end of us?" My answer was, "Certainly not.” I have spent the better part of the last decade in Silicon Valley, but the heart of my career has been in Hollywood. Being deeply connected to both worlds means I have deep loyalties to each and a responsibility to speak honestly to both. In 2023, I said that these new AI tools would cut the time and cost of producing world-class animation by as much as ninety percent within three years. Some colleagues were alarmed, many were furious. There is growing fear and resistance surrounding AI within the creative community. I deeply understand it, because I've spent countless hours walking through animation studios watching gifted artists bent over their desks, rebuilding a single second of film for the tenth time because the ninth version wasn't quite right. I've sat in screening rooms where four years of people's labor played out in minutes, and I knew the name of every person that had spent countless hours bringing those images to life. The creative process is a calling, there's really no other way to describe it. From the outside some see resistance. From the inside, it is love. People do not fight this hard for things they don't care about. The pushback coming out of Hollywood represents the collective effort of people who are deeply passionate about their craft. Is History Repeating Itself? The history here is more complicated than either side may realize. In 1906, the most famous composer in America, John Philip Sousa, published an essay titled “The Menace of Mechanical Music." He warned that the phonograph would become "a substitute for human skill, intelligence and soul." Sousa's fight was not really about the machine, it was about money. The machines were playing his compositions, and the men who built them weren't paying him a cent. His campaign helped create the Copyright Act of 1909. He did not stop the technology. He changed the terms under which it could use his work. A hundred years ago, sound came to the movies. We remember it now as a miracle, and it was. What we forget is who paid for it. Before sound, tens of thousands of musicians made their living in the orchestra pits of movie houses, scoring every film live, every night, in towns all over the world. When the soundtrack arrived, the work of one composer and one orchestra was recorded for a film that went into thousands of theaters. The union fought back with everything it had, taking out newspaper ads across the country warning against the menace of "canned music," one of them showing a mechanical man tearing the strings out of a harp while an angel wept. They were not fools, and they were not Luddites. They were right. Those pit jobs did not come back. And yet (this is the part we have to be brave enough to admit), sound gave us the movie musical, the modern score, sfx, sound design, audio engineering, and an art form vastly larger than the one it disrupted. And it helped keep Hollywood in the forefront of world entertainment for the rest of the century and into the next. The loss was real. And yet the art form expanded. This is a story that has been told over and over again. To resist technology is to risk irrelevance. Just look at Kodak or Blockbuster. To embrace technology is to open doors of new possibility. Just consider Apple and Netflix. What I Learned From Walt Disney In the mid-1980s, I was tapped to lead Disney's animation division at a moment when the studio was at an inflection point. Animation wasn't just another business unit. It was the soul of the company, a medium revered because of Walt's genius and his passion. But the production system was cumbersome and unforgiving. A single movie was 125,000 individual hand-drawn and painted cels, photographed one frame at a time. Every revision carried a cost measured in months. These degrees of difficulty shaped the kinds of stories we could tell. We found our way forward in an unexpected place: Walt himself. The Disney archives held astonishing recordings of Walt explaining his creative process. His own writings. His notes and storyboards. Work product captured at every stage of his process. This was truly a gift. Listening, reading, sitting with the work itself, we heard him talk about character, about emotion, about how an audience feels when a character truly comes alive. He talked about making bold choices and refining a scene until it genuinely moved people. We didn't hear a word about pencils or paintbrushes. In fact, Walt was famous for being a technologist, forever hunting for state-of-the-art tools, often inventing them himself to achieve the images he saw in his head. But he never defined animation by the tools. He defined it by whether the audience believed the character. His principles were timeless. The tools were not. That realization changed everything. We co-developed the Computer Animation Production System (CAPS) with a young Northern California company called Pixar, replacing hand-painted cels with CGI. In The Little Mermaid, the final scene shimmered with a dimensionality and light that the old process simply couldn't achieve. In Beauty and the Beast, the ballroom sequence moved with a cinematic sweep that placed the audience inside the emotion of the moment. In Aladdin, the Cave of Wonders felt vast and alive, and the Magic Carpet became an intricate, compelling character all its own. In The Lion King, the stampede carried a scale and intensity that raised the emotional stakes beyond anything we'd done before. Technology didn't diminish the craft, it expanded the canvas. It gave artists more room to create. A decade later, the canvas expanded again. When Disney released Pixar's Toy Story, it wasn't simply a technical milestone. It was proof that a fully computer-animated film could carry real emotional weight, that it could make audiences laugh, cry, and believe. At DreamWorks, we made the difficult decision to sunset hand-drawn animation and become a fully computer-animated studio. It was the right thing to do, but it was not without pain. It cost talented people their place in an industry where they had worked their whole lives. Some made the leap to the new tools and did the finest work of their careers. Some never did. Tools are never the point. The instruments change with every generation. What endures is taste and imagination. The magical ability to make an audience feel. One of the greatest storytellers of our generation, George Lucas, succinctly captured the eternal essence of this issue: “It’s not the how, it’s the why.” A Distinction With a Difference I asked one of the leading AI models a question that has been challenging me for months. What is the difference between reasoning and creating? Its answer changed how I think about almost everything happening in this industry. It said . . . Reasoning and creating are two distinct cognitive modes, though they also work together. Reasoning is fundamentally evaluative and analytical. It operates on what already exists: facts, premises, evidence. It moves toward a conclusion that was in a sense already implied by the input. Reasoning is constrained by logic and truth. Its goal is to arrive somewhere correct, not to invent somewhere new. Creating is fundamentally generative. It produces something that didn't exist before. And crucially, there's no single right answer waiting to be found. A blank page has infinite valid responses. Creation involves choices that can't be fully justified by logic alone. Taste, intuition and vision fill the gap where deduction runs out. Reasoning is what Silicon Valley has been perfecting. Creating is what Hollywood has been practicing for more than a century. AI today operates almost entirely on the reasoning side of the line. It can deduce, evaluate, optimize, and pattern-match brilliantly. And while it can create, there is a real distinction to being creative. What it doesn’t yet have is those things that make us human: empathy, devotion, serendipity, the kind of creativity that comes from a person trying to say something only they could say. When the bot generates a piece of art, it is not trying to communicate anything. It is statistics, not soul; it is emulating things that have been done. By contrast, human creativity isn’t about repeating patterns of zeros and ones; it is about doing something new. One day, AI may close this gap. Three years ago, the leaders building AI would have called what they are achieving today, improbable, if not impossible. Impossible is no longer improbable. Today, the line between reasoning and creating is real. Even the leading technologists acknowledge we are not there yet. There is no scientific path to crossing this divide that anyone in the field can articulate today. Understanding that gap is where we will find common ground. A Path Forward In 2016, I closed one chapter in Hollywood with the sale of DreamWorks and opened another in Northern California, co-founding WndrCo. We’ve backed more than 50 founders building the next generation of technology and watched how breakthroughs in Silicon Valley emerge, first as experiments, then as platforms, and finally as infrastructure that reshapes entire industries. It's worth remembering that the last great revolution in animation also came from the north. Pixar was a Northern California company, forged not in the conventions of the Hollywood studio system, but in the technological breakthroughs of Silicon Valley. I've spent years on both sides of this bridge. For sure, I don’t have all the answers (take Quibi, for one!). But, from my past and present vantage points of my long career, here is what I see . . . Brilliant people in Northern California building this technology have made something extraordinary. They have earned the right for the rest of us to be, if not believers, at least optimistic that what comes next will be remarkable. But they have not made an artist. The tools are powerful, but they are not what makes a story matter. That knowledge lives 350 miles to the south, inside people whose life's work has informed the very models you are building. The right path forward includes them by design, with credit, with consent, and with compensation. Build this with the storytellers. Not on top of them. Taste is not something that can be synthesized, it is uniquely human. At the same time, Hollywood needs to accept that AI is not going away. The energy they are spending trying to make it disappear is energy they are not spending deciding the terms on which it will exist. And the terms are everything. The north needs something from it that they cannot build and cannot buy: creativity. The kind that takes a blank page and conjures a single right answer where there was none and has held audiences for a century. Without it, the most powerful reasoning engine ever invented will still be missing the only thing that makes a story worth telling. The artists who learn to wield these new instruments will do things the engineers never dreamed of. They always have. Edison invented the motion picture but made terrible movies. It took Chaplin, Lloyd, Keaton and so many others to make movies emotional. Now, the canvas is about to expand yet again. We should decide now that we intend to paint on it. There are so many valuable lessons in history. This has happened many times before, and it was never settled by the technology. It was settled by the terms. Sousa did not stop the phonograph; he helped write the law that made sure composers got paid. And two years ago, when the writers and the actors walked out, they were fighting for the very things Sousa was fighting for in 1906. Consent, compensation, the basic recognition that human creative work has a price that must be paid. The terms of that fight are still being negotiated, but the principle is older than any of us. The tools-versus-no-tools argument is a trap. First, we must all agree that there should be terms. Then we can have the crucial debate about what fairness requires. What I Learned From Steve Jobs Years ago, Steve Jobs said, "It's in Apple's DNA that technology alone is not enough. It's technology married with the liberal arts, married with the humanities, that yields us the result that makes our hearts sing." He was describing a device. But he could just as easily have been describing this tale of two cities. What I See Coming Soon As the barriers and the costs come down, more films will get made, not fewer. Studios will get to take more risks. There will be more seats at the table, and very soon entirely new forms of storytelling. In the 1980s, animation was dismissed as a niche corner of the business. Today it is one of the most beloved and profitable forms of storytelling in the world. In live action, filmmakers like Steven Spielberg, James Cameron and Peter Jackson embraced new visual tools not as shortcuts, but as instruments, and expanded cinema in the process. Every time storytelling has met a genuine technological shift, from synchronized sound to color to computer animation, it has redefined the boundaries of the medium and grown larger in the process. Assuredly, I don’t have all the answers, but I am confident that the creative opportunities will expand yet again. How we come through this is a choice. The north has the new tools. The south has the creative soul. The best future will draw on the best of both worlds.

⏱️ A wage garnishment order used to take a person 30 minutes to type in. Our AI agent has it ready in under a minute. Some context. A court can order that part of a contractor's pay is withheld to cover unpaid child support or a debt. That order arrives as a scanned PDF, and @deel clients used to retype ~30 fields from it by hand. Now they upload the document and the agent does the rest. It runs on Akai, Deel's agent platform, and has been in production end to end since early September. 🚀 Getting the model to read the PDF took days. Making it safe to run in a workflow that moves real money took most of the build, and came down to three unglamorous guardrails: 🛡️ Compare-and-swap writes, so a late callback and a timeout sweep can't both finalize the same record 🔁 Explicit states with a sweeper for runs that never resolve 🧩 A strict JSON schema as the contract, not the prompt None of it is clever. All of it is why this is production-grade instead of a demo. Full write-up on how it was built and what mattered most 👇 ❓ If you've shipped an LLM where the output moves money, which guardrail mattered most to you?

Bird secures $450M and opens its infrastructure to AI agents. Debt financing led by J.P. Morgan. Still private and independent. Meet Agentic Harness: agents can email, use WhatsApp, make calls—even get their own eSIM. What would you build with it?

we got payments to 99% automation at @deel but that last 1% haunted us for years. until @get_akai. running payments at Deel means building bank connectivity, handling clearing rails and orchestrating settlement across 100+ countries/currencies. but some local banks had no API. no SFTP. sometimes barely anyone technical to talk to. so that last 1% still meant humans clicking through ancient bank portals. then Akai changed the game. it watched the human workflow, learned the bank UI, pulled the right data from the db, executed the payment, reconciled it, then dropped the result in Slack - under a day. something we couldn’t crack for years, and barely made economic sense to automate @get_akai figured it out in a day. wild.

@deel’s stablecoin wallet moves real money every day. On-ramps, swaps, vault withdrawals, transfers to external wallets. Every leg runs on someone else's infrastructure, and they all fail differently. Every one of those failures used to need a human. Pull the payment, find which provider handled the leg, read the code to understand why it’s stuck in pending, search Jira to see if we already filed a record. Then decide. 30 minutes an alert, at whatever hour it fired. @get_akai sits in the alerts channel with the access an on-call engineer has. The payments tables, the cron logs, the repo, Jira, Zendesk. Plus the triage rules: what's safe to retry, when a stuck payment is a bug vs intended behavior. Four minutes after an alert fires, it's already in the thread. What's stuck and for how long. The root cause, linked to the exact lines of code that made the decision. The tickets that already track the gap. Next steps. And a confidence level, with the number of checks it confirmed independently. Nobody waits for a worker to open a ticket anymore. The agents run 24/7, autonomously, and go looking for the problems themselves. @deel’s crypto stack is run by agents.

EXCITED TO LAUNCH: Akai ( Deel added >$140M ARR in 90 days without increasing headcount by automating~600 Full Time Employees' equivalent in work with Akai. Akai was an internal tool to automate our painfully repetitive operations in Finance, HR, Accounts Payable, and Compliance, etc. We never intended to make this a product. But we watched revenue per employee grow from $130K to $215K We built >8k agents that do the work of ~600 employees It had such a dramatic impact on our business that today we are launching it for everyone. How it works: Say you're automating payment reconciliation: 1. Record your screen while manually matching a messy transaction and Akai will capture your screen, voice, server requests 2. Akai will see that you pulled unformatted wire transfer info from an archaic bank portal, put it in some excel sheet, checked NetSuite invoices, payment history, and put a ticket on Zendesk 3. Akai reads between the lines and build a workflow + steps + conditional guardrails. It learns tacit edge cases, like resolving malformed invoice references without you writing a single regex 4. Simply connect NetSuite, your ledger, Zendesk, PSPs, and even legacy bank portals with zero API access 5. Run the workflow and tell it what to adjust in plain English: "strip slashes on wire memos and auto-apply partial payments." It adapts instantly 6. Once it works for you, add 100s of colleagues. Your entire payment ops team forks and extends the workflow for new PSPs, secondary ledgers, or regional settlement rules 7. We automated 85% of our payment reconciliation end to end, eliminating 500+ hours of soul-crushing manual grunt work every single week. Claude Code/Codex can't do this in multiplayer mode. Every person rebuilds the same skill from scratch in their own way. Deel built Akai to: 1. Understand backend operations edge cases (it had to work for our 7000 person team first) 2. Collaborative across 1000s of employees 3. Self-Learning from millions of runs 4. Optimises cost and gets cheaper every run We're so confident that we're announcing an Automation Guarantee: If our engineers can't automate a thousand of hours of work in your first 30 days, you get a full refund. Book a demo: if you're an exec at a company with hundreds of employees

Today we're announcing our Series D: $115M raised, led by @Wellington_mgmt, at a $7.1B valuation. Fundraises are good moments to reflect on our journey so far. Act 1 was aggregating the best data. Act 2 was building the GTM infrastructure (audiences, workflows, agents) to run any campaign on top of that data. Now we are entering Act 3: creating the self-learning revenue engine to grow every business. @Clay will predict the next best action for your business and help you take it. Sometimes, that might be a tweak to a subject line or ad copy. Other times, it might be a suggestion to change your marketing strategy, train your sellers differently, or even build a different product based on lost deal patterns.

When @realdrbombay started, HR was a mess. Now everything’s covered with Deel—taxes, compliance, even brain freezes. 🥶 Apply to be @SnoopDogg’s International Ice Cream Taster today @

Part two: Snoop’s Benefits Package 

200,000 applicants. One dream job. What makes @realdrbombay’s Ice Cream Taster role irresistible? Remote flexibility, @snoopdogg as your boss,  and "taste testing" in the job description, for starters. 🍦