We’re excited to double down for @arena’s $200M Series B. As AI models multiply, knowing how they actually perform in the real world is becoming increasingly important. Arena is also launching its Alignment Index, which measures how closely AI behavior aligns with human values in real-world settings, contributing to Arena's mission to measure AI through the experience of people who use it. We first partnered with the team at the seed. Since their Series A, Arena has exceeded $100M in annualized revenue, with millions of people helping evaluate frontier models through real-world use. That growth reinforces our original investment thesis that the more models there are, the more valuable independent signals about their performance become. Congratulations to co-founders @ml_angelopoulos, @infwinston, and @istoica05. As the model race gets more crowded, Arena’s work has been getting even more interesting. CC: @buckymoore, @jamesalcorn94, @ravi_lsvp, @prathikhosalli

A month ago, S1 showed it could learn a new task from a single video. Now it can post-train through self-play without new demonstrations. Another step toward robots that can keep learning beyond human-provided data. Incredible progress from @SkildAI, @deepakpathak and @gupta_abhinav_

AI is changing how people discover brands, and we believe marketing has to change with it. Co-founders @thejamescad and @dbabbs built Profound to help marketers understand how their brands show up in AI Search, then act intentionally on those insights. Now, the team is doubling down on its AI Marketer and expanding its applied AI labs in New York and San Francisco. We believe most marketers cares about how their brand shows up in AI. That conviction has only grown. Today, Profound is the fastest-growing AI marketing platform, used by one third of the Fortune 100 and more than 16% of the Fortune 500. We’re thrilled to continue backing @profound as part of their $180M Series D. Congratulations to the entire team! CC: Lightspeed Partners @sach_pat, @elijahconniff

A big milestone for the @SkildAI team as the company crosses $100M ARR! Congratulations to co-founders @deepakpathak, @gupta_abhinav_, and the entire Skild AI team! It’s been incredible to see the team’s focus on bringing intelligence into the physical world. Skild AI continues to be one of the fastest-growing robotics companies, a remarkable example of how quickly AI is moving beyond the era of demos and into deployment. CC: @ravi_lsvp, @ravirajjain