Mike Vernal
@mvernal
Investor + Engineer @ @Conviction
It (at least temporarily) happened. NVDA: $4.001T GOOG + META: $3.984T
It’s pretty wild that Nvidia is worth Google + Meta. ($3.7T vs. ~$3.9T).
One of the arcs of technology over the past ~25 years has been the barbell-ification of industries – e.g., you're either the NYTimes or you're an individual on Substack. Being a regional newspaper is hard. I think the same stratification will happen in SaaS – there'll be a small…
New @NoPriorsPod: @parkerconrad, one of tech's most admired founders: *his redemption arc *why you shouldn't start a company *why the conventional wisdom on "point product" is bad *founder psychology *building a team of owners *the impact of AI on SaaS strategy *will Rippling be…
This made me literally lol
We can’t buy Noah Shazeer for 1 billion but we can create him in the aggregate
engineers, researchers, designers, builders: come to our talent event “MoE” where founders of career-making, ambitious AI startups pitch you! Next one 6/30 in SF. lu.ma/qkcyp4nw
Congrats to @acv, Sunil and the entire team @meter! As Anil knows, nothing gets me more excited than deploying supremely (over)powered networking gear!
We raised $170M in Series C funding to build better networks—ones that are faster, more reliable, and fit to power the most ambitious teams and organizations.
amazingly, "dont pick a fight with a narcissistic billionaire who owns their own social media site" isn't specific enough
Just going to tweet this every few weeks for the new few years @parkerconrad
I am maybe unduly excited for some VCs to explain the Elon <> Trump spat on here.
Ok yeah… this is getting scary good. AI Actors are going to be indistinguishable from humans soon. Mirage Studio just dropped a crazy new model. 5 quick examples of what you can do with it 👇🏼
Or this is pretty wild – an imagined video version of a purely audio podcast.
Turn your audio podcast into a video podcast. Check out the Mirage version of @lennysan's episode with @gmharhar below.
E.g., a music video for a @SunoMusic track.
Make a music video without ever leaving your house. H/t @SunoMusic for the track.
This model is pretty mind blowing. You can just record an audio clip and either describe the scene or upload a still image and it'll just fully generate the video – with emotion, expressions, hand gestures, etc. The @getcaptionsapp team is doing some crazy novel model work.
Introducing Mirage Studio. Powered by our proprietary omni-modal foundation model. Generate expressive videos at scale, with actors that actually look and feel alive. Our actors laugh, flinch, sing, rap — all of course, per your direction. Just upload an audio, describe the…
The @statsig team has gone from founding to the essential platform for product development in just ~4 years. And I think we're just getting started. Congrats to the whole team and welcome to @12muralij and the team at @ICONIQGrowth.
Today, we’re thrilled to announce $100M in Series C funding at a $1.1B valuation, led by @ICONIQGrowth with continued support from @sequoia and @MadronaVentures. More on our vision and what's to come in the thread below.
TIL: "A large-scale playroll engine to process payroll on a global scale ... likely cannot actually be built without significant advances in ..." *checks notes* "... quantum computing."
Wait, WTF? Deel is claiming you need quantum computers to run payroll...