Microsoft and Nvidia both came into the Nous Research round @tarunchitra on what that means for Hermes Agent: "Nous is going to be one of the main open source harnesses you can use at Microsoft" And Nvidia installs it by default on its DGX Spark machines

New Delphi Podcast with Tarun Chitra (@tarunchitra), founder of Gauntlet and managing partner at Robot Ventures Robot just led the $90M round in @NousResearch. Tarun spent three to four months on diligence, from OpenRouter data to GitHub forks, before backing Nous and Hermes Agent We get into why crypto's first run at AI went wrong, why the crypto people who dropped the token won, why OpenClaw is the worst developer experience he's used, and why Hermes is closer to Ubuntu than to Android He also found Chinese robot makers building on Hermes, and some inference providers gaming cache pricing His market structure take: all the money goes to the top and the bottom. Harnesses on top, inference underneath. Hermes is like investing in Phantom or FOMO 00:00 Intro 06:34 Robot Leads Nous's $90M Round 09:37 Crypto AI Was Meme Coins With More Steps 14:40 Why Nous Stood Out Early 28:14 Hermes vs OpenClaw 35:39 The End of AI Lock-In 46:33 The Ubuntu of AI 56:17 Microsoft and Nvidia Join the Round 59:42 OpenRouter Is a DEX for AI 1:07:02 All the Money Goes to the Top Disc. Delphi Ventures co-led the seed of Nous Research and invested again in the Series A and B Full episode

AURA DAY IS HERE 🔥 → Challenger Series ranks are out → League Cash just hit the top BULKers’ accounts → A new Gauntlet has been thrown 👀 Where do you stand?

Jensen closed his GTC Berlin 2026 keynote with this Hermes Agent demo as the finale. He introduced it by saying the way to build an agent is to ask an agent to build it for you, so he installed and set up a customized Hermes in one prompt. Then he used Hermes, running on @nvidia RTX Spark, to create a simulated training environment for the @huggingface Microduck. Hermes planned an obstacle course with Nemotron and had GPT-6 Astra build it using FreeCAD, Omniverse libraries, Blender, Newton, and Isaac Lab. Hermes trained thousands of simulated ducks on that course until the validated policy was ready to run on the real robot in the physical world. At Nous, we believe open source is a practical tool as much as a philosophical ideal. It gives users the ability to build powerful, complex workflows chaining numerous local+cloud models, devices, and tools themselves instead of waiting for a company to enable them.

Our CEO @dillonrolnick sat down with @eastdakota, CEO of @Cloudflare, for a wide-ranging conversation about agents, the future of the internet, and the fight for digital sovereignty. Thanks to the @usv team for hosting!

Hylo closed a $1M strategic funding round led by @SolanaVentures with participation from @colosseum. This marks Solana Ventures' 2nd and Colosseum's 3rd investment in Hylo, reflecting their continued conviction in our vision to scale leverage and yield infrastructure on Solana.

It was a blast indeed! Great to meet so many new people interested in compute and hang out with our friend @ani_pai on the eve of their “big secret news for nous” that turned out be a $1.5B series B round led by @robotventures.🚀 I should’ve taken a free t-shirt in hindsight! 😭

We had a blast hosting our first Compute Trading Happy Hour with @silicondata & @computeexchange! Great to see so much enthusiasm and energy around establishing compute as its own asset class. Stay tuned for the next one.

🔍What gives you conviction before an idea becomes consensus? With a background in public credit investment, I’m SO used to having financial statements, operating histories, and an existing business to evaluate. Listening to @ani_pai last week, in a conversation moderated by @LBarberis, I was curious about what gave Ani the conviction to back ideas when so little of that evidence exists. Three comments stayed with me: 💡“You’d be surprised at how often very talented people make something work.” The Praxis story clearly proved that! Before there was a city, there was a team bringing people from very different fields together around the idea. It made me think about how much you can learn from who chooses to join a founder and why they stay. 💡“Now companies have to work to prove their value to then be able to launch a token.” The Hyperliquid discussion gave me a different way to think about crypto. Dismissing ICOs because of past failures could mean possibly overlooking an existing business using a token to provide liquidity. Ani also discussed how product quality and incentives helped attract users. What people value about the product, and how much their participation depends on the rewards? That seems like a better starting point for conviction than the token price alone. 💡“You have to be right about the space, the timing of the space and then the timing of the company.” This was my favorite! Ani spoke openly about being too optimistic and expecting things to happen sooner than they did. It’s easy to feel validated when a sector takes off. Whether your particular investment works out is still a separate question. Shoutout to Ani and Lorenzo again for such a candid conversation! 🎥 Watch the full conversation on Venture Math:

We're incredibly excited for the launch of @catalystapp as they build the intent layer for all of finance. You can now turn your ideas into winning strategies at lightspeed. Proud to be on this journey with them.