Instinct + Stripe Instinct users who make purchases spend over $1300/month on average through Instinct. Using Instinct to make high value purchases is a sign of trust that we deeply value. We’re partnering with Stripe to deliver a more seamless payment experience. Instinct has enabled use cases that involve payments including: - Planning and booking international trips - Ordering weekly groceries and household essentials - Booking yoga classes, ski tuning sessions, doctor’s appointments, car part repairs, and more - Getting you the best price for anything you’re looking for

I’m Noah, the founder of Instinct. Instinct is a personal agent that we’ve been building for the past few months. The interface is simple: there are no new interfaces. You can text or call it. It's trained to use a phone and a computer in the same way that humans do. Instinct combines simplicity with extreme capability. I’m thrilled with everything our early users are doing with Instinct. They’ve told us they’ve planned cross-country road trips, bought weekly groceries and concert tickets, and cancelled hundreds of dollars of subscriptions. Someone’s even planning their wedding with Instinct. We want to make Instinct the best personal agent for all of you. It’s available in an invite-only beta program while we’re actively bringing up more compute. I’m excited to see what you all do with it.

Castelion has earned trust and credibility by demonstrating technology that creates an asymmetric advantage and can be built at speed, cost, and scale. They’ve turned ambitious promises into flight-tested hardware and real production capacity for critical national security priorities. We believe they’re building one of the most important defense companies of this generation. Pumped to double down and proud to keep backing this exceptional team. 🇺🇸

Today, we announced that we crossed $7B in revenue run-rate, growing over 80% year over year in Q2. We also shared: 🚀 $100M+ revenue run-rate for Lakebase 🚀 $1.5B+ revenue run-rate for Lakehouse, growing over 100% year over year 🚀 Continued positive adjusted free cash flow And we raised $5B in our latest fundraise. We’ll use this capital to invest in: 1️⃣ Lakebase, our serverless Postgres database built for AI agents 2️⃣ Genie, our AI coworkers that actually understand your business data 3️⃣ Unity AI Gateway, our multi-AI governance solution that helps control costs @iamVictorDey shares more in @Forbes:

We're very excited for @attestable to come out of stealth today. We @AltimeterCap co-led their seed round with @TLV_Partners, and believe they're building a crucial layer in the AI stack. It's clear two things are happening simultaneously - AI systems are making more consequential decision while their risk is going up (see Hugging Face incident). An existential questions becomes "how can you prove a model did what it was supposed to do?" Attestable is building this exact integrity and verification layer for AI, using zero-knowledge proofs to verify the right model ran on the right inputs and called the right tools. As agent workloads become longer running, verifying each step becomes even more important. The technical breakthroughs the Attestable has made to get here are incredible. Zero-knowledge proofs used to carry a 1,000,000x compute overhead, making them completely impractical for AI. The Attestable team has gotten this down many orders of magnitude, making ZK for AI something that can actually be deployed. We'll need this kind of integrity / security solution in a post-quantum world :) From securing model weights, to proving open models are backdoor-free, to giving agents verifiable identity - Attestable is building the integrity layer for an AI-powered world. As co-founder @Yogi_Brn puts it: every token should be a proven token. More below from my conversation with Yogi

Brad Gerstner (@altcap) on how he built Trump Accounts — a new program that gives every American baby a $1k investment account seeded by the U.S. Treasury: “I didn’t hire any lawyers. I didn’t hire any lobbyists. I didn’t have somebody else go do the work for me. I showed up in Washington and I spent over 1,000 hours of my life over the last five years relentlessly building a coalition and a product to win.” The inside story of how one VC took a dinner-table idea (proposed by his teenage son) all the way to the Oval Office… and into federal law. @eventidia reports 👇

Our biggest round yet: @K2SpaceCo has raised a $500M Series D at a $6.8B post-money valuation. The round was led by @kleinerperkins and @ICONIQCapital, with participation from @CapitalG, @lightspeedvp, @AltimeterCap, @sparkcapital, Sands Capital, @ARKInvest, @TRowePrice, and other existing investors. "Scaling” is probably the word I’ve used most often the past few months in conversations with our investors, customers, and employees when talking about what’s next for K2 Space in 2027 and beyond:  --We’re going to continue to scale up mass production, to deliver against the $1B + in contracts we’ve won to-date. --We’re going to scale up the satellite itself, from the 20kW Mega to the 100kW class Giga. Its no longer just 100kW, but we’ll save that update for another day. The capital from the Series D will turbocharge this scaling.   Thanks to everyone who has been on this journey with us for the last four years – let's keep building bigger.

we gave @colossusmag a look at what @mvernal @pranavreddy @igarciacamargo me & team @conviction are trying to do — find and arm the most extraordinary founders at a moment when technology molds a malleable future feels like a mission! but yes, acting with belief is also a wager