
VC at Okapi Venture Capital✌️Hit me at: [email protected]
Orange County, CA
Joined May 2007
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🌴Marc Averitt🌴 retweeted
Brett Adcock, Figure CEO joined our 8 hour(!) live stream where a bunch of us were bird dogging and discussing Figure’s own 8 hour livestream showing a F.03 bot doing a logistics task completely autonomously including shift changes between bots.
Here’s my summary of Brett’s remarks. The attached video is just the segment with Brett.
We were first introduced to F.03 8 months ago, but Figure has been hard at work on their next version, F.04 which has just completed design lock, so expect to see that new bot sometimes this fall. F.04 was co-designed with the latest Figure AI stack called Helix and was built specifically for data.
Brett didn’t explain what that meant, but I suspect it means the bot has many more sensors to enable better training and transfer learning.
F.04 will be the biggest leap in performance they’ve had between versions so far which is saying something.
Brett is a huge proponent of cross training the bots with many different tasks such that seeming unrelated tasks makes all learned tasks better. He gave an example of the fridge loading training which was topping out at 60% reliability until they trained the same model with kitchen shelving tasks, then they saw the fridge tasks jump to 90% accuracy.
As such, they spend almost all their time in pre-training the unified Helix model to ensure they get cross training benefits.
Figure will have almost completely localized Figure’s supply chain away from China by next quarter. They build almost everything in-house.
Figure does not appear eager to get their bots into the workforce. Brett said they could, today, push thousands of bots into customer hands, and I believe him. But their goal is full general robotics where you can describe a brand new task to a robot, maybe do a one time demonstration, just like you would to a human showing them a new task, and then have the robot do the task.
This is the holy grail of AI robotics, and Figure is laser focused on that mission.
Brett initially said there was a possibility of achieving it this year, but then guided next couple of years, which I think is much more likely. Personally, I think they’ll need at least a new generation of NVIDIA inference chips to make that leap, and a lot more data gathering, training and hardware development.
Brett said their goal with the hardware is “Apple” quality. Ie. Something as well designed and made as any Apple product.
While the F.03 hand is clearly performant as shown in the 8 hour livestream, they are building a new hand for the F.04 bot which will be even closer to the full functionality of a human hand. Brett fully believes you need a humanoid hand as close as possible in capability to a human hand, if for no other reason that transfer learning from humans works a lot better when you can exactly mimic what a human does. If the bot can’t do something a human demonstrates, then you’ve just polluted your dataset.
By now Figure has built more hands than bot versions (5-6 hands). One of the first hands they tried was a tendon driven hand, and without explaining why, Brett said that was a dead end. Their hands now have all actuators in the hand itself, and are clearly already robust. Brett said he just sat through a 100 page powerpoint design review of the latest hand - that’s how complicated it is.
Brett’s other AI company, Hark Labs, has developed a conversational voice model which is installed now in the Figure bots roaming the office. Being able to converse back and forth with a Figure bot is now a thing and will get better over time.
All in all, I came away from this segment even more bullish on Figure.
🌴Marc Averitt🌴 retweeted
Tesla says 56% of Optimus's cost is actuators. America manufactures almost none of them.
Generational opportunity for builders in this space.
🌴Marc Averitt🌴 retweeted
1/ The right investor at pre-seed is worth 10x their check size—and I’m not talking about cash.
2/ They bring connections. Your network is your net worth. A well-placed intro can land a partnership that changes everything.
3/ They offer expertise. Investors have seen it all. Their experience can steer you away from costly mistakes.
4/ They add credibility. A respected investor on your cap table opens doors you didn’t know existed.
5/ They’re a sounding board. When the going gets tough, the right investor provides guidance, not just money.
6/ They align with your vision. Choose someone who believes in your mission, not just your pitch.
7/ Vet investors as rigorously as they vet you. Focus on alignment, not just capital. Start building those relationships now.
🌴Marc Averitt🌴 retweeted
Today I’m incredibly excited to announce Wendy.
Wendy is an operating system and developer platform for Physical AI — built to make it dramatically easier to build and deploy on NVIDIA Jetson, Raspberry Pi, and other edge devices.
We think robotics, edge AI, industrial systems, autonomous machines, and smart cameras should be far simpler to create.
Less setup. Less infrastructure pain. Faster time to first demo.
This is the start of something big.
Get started at wendy.sh
🌴Marc Averitt🌴 retweeted
There's a physicist at Stanford named Safi Bahcall who modeled this exact principle and the math is wild.
He calls it "phase transitions in human networks." When you're stationary, your probability of a lucky event is limited to your existing surface area: the people you already know, the places you already go, the ideas you've already been exposed to. Your opportunity window is fixed.
When you move, your collision rate with new nodes in a network increases nonlinearly. Double your movement (new conversations, new cities, new projects) and your probability of a serendipitous encounter doesn't double. It roughly quadruples. Because each new node connects you to their entire network, not just to them.
Richard Wiseman ran a 10-year study at the University of Hertfordshire tracking self-described "lucky" and "unlucky" people. The single biggest differentiator wasn't IQ, education, or family money. Lucky people scored significantly higher on one trait: openness to experience. They talked to strangers more, varied their routines more, and said yes to invitations at nearly twice the rate.
The "unlucky" group followed the same routes, ate at the same restaurants, and talked to the same 5 people. Their networks were closed loops. No new inputs, no new collisions.
Luck isn't random. Luck is surface area. And surface area is a function of movement.
The lobster emoji is doing more work than most people realize. Lobsters grow by shedding their shell when it gets too tight. The growth requires a period of total vulnerability. No protection, no armor, soft body exposed to the ocean.
That's the cost of movement nobody posts about. You have to be uncomfortable first. The new shell only hardens after you've already moved.
🌴Marc Averitt🌴 retweeted
Our CTO is heading to Minneapolis to say the quiet part loud. 🎤
Hot take for a room full of observability practitioners:
Logs, traces, and metrics were designed for a world where humans wrote and reviewed every line of code. That world is gone.
I'm speaking at @CloudNativeFdn's Observability Summit North America in Minneapolis on May 21–22.
🌴Marc Averitt🌴 retweeted
Humanoid robots at scale will unlock the largest economic boom the world has ever seen
🌴Marc Averitt🌴 retweeted
So proud to see F.03 make history as the first humanoid robot in the White House 🤖 🇺🇸
This is potentially the biggest news of the year
Google just released TurboQuant. An algorithm that makes LLM’s smaller and faster, without losing quality
Meaning that 16gb Mac Mini now can run INCREDIBLE AI models. Completely locally, free, and secure
This also means:
• Much larger context windows possible with way less slowdown and degradation
• You’ll be able to run high quality AI on your phone
• Speed and quality up. Prices down.
The people who made fun of you for buying a Mac Mini now have major egg on their face.
This pushes all of AI forward in a such a MASSIVE way
It can’t be stated enough: props to Google for releasing this for all. They could have gatekept it for themselves like I imagine a lot of other big AI labs would have. They didn’t. They decided to advance humanity.
2026 is going to be the biggest year in human history.
Introducing TurboQuant: Our new compression algorithm that reduces LLM key-value cache memory by at least 6x and delivers up to 8x speedup, all with zero accuracy loss, redefining AI efficiency. Read the blog to learn how it achieves these results: goo.gle/4bsq2qI
Readers added context they thought people might want to know
TurboQuant compresses the key-value (KV) cache—a type of runtime memory that grows during AI use—by up to 6x with no accuracy loss. It enables longer contexts and faster speeds but does not shrink model weights or allow larger models to fit on devices like a 16GB Mac Mini.
research.google/blog/turboquan…
arxiv.org/abs/2504.19874
helpnetsecurity.com/2026/03/25/goo…
🌴Marc Averitt🌴 retweeted
41% of all code shipped in 2025 was AI-generated or AI-assisted. The defect rate on that code is 1.7x higher than human-written code. And a randomized controlled trial found that experienced developers using AI tools were actually 19% slower than developers working without them.
Devs have always written slop. The entire software industry is built on infrastructure designed to catch slop before it ships. Code review, linting, type checking, CI/CD pipelines, staging environments. All of it assumes one thing: the person who wrote the code can walk you through what it does when the reviewer asks.
That assumption held for 50 years. It broke in about 18 months.
When 41% of your codebase was generated by a machine and approved by a human who skimmed it because the tests passed, the review process becomes theater. The reviewer is checking code neither of them wrote. The linter catches syntax, not intent. The tests verify behavior, not understanding.
The old slop had an owner. Someone could explain why temp_fix_v3_FINAL existed, what edge case it handled, and what would break if you removed it. The new slop has an approver. Different relationship entirely.
Arvid’s right that devs wrote bad code before AI. The part he’s missing: the entire quality infrastructure of software engineering was designed around a world where the author and the debugger were the same person. That world ended last year and nothing has replaced it yet.
🌴Marc Averitt🌴 retweeted
🚨 BREAKING: Researchers at UW Allen School and Stanford just ran the largest study ever on AI creative diversity.
70+ AI models were given the same open-ended questions. They all gave the same answers.
They asked over 70 different LLMs the exact same open-ended questions.
"Write a poem about time." "Suggest startup ideas." "Give me life advice."
Questions where there is no single right answer. Questions where 10 different humans would give you 10 completely different responses.
Instead, 70+ models from every major AI company converged on almost identical outputs. Different architectures. Different training data. Different companies. Same ideas. Same structures. Same metaphors.
They named this phenomenon the "Artificial Hivemind." And the paper won the NeurIPS 2025 Best Paper Award, which is the highest recognition in AI research, handed to a small number of papers out of thousands of submissions.
This is not a blog post or a hot take. This is award-winning, peer-reviewed science confirming something massive is broken.
The team built a dataset called Infinity-Chat with 26,000 real-world, open-ended queries and over 31,000 human preference annotations. Not toy benchmarks. Not math problems.
Real questions people actually ask chatbots every single day, organized into 6 categories and 17 subcategories covering creative writing, brainstorming, speculative scenarios, and more.
They ran all of these across 70+ open and closed-source models and measured the diversity of what came back. Two findings hit hard.
First, intra-model repetition. Ask the same model the same open-ended question five times and you get almost the same answer five times.
The "creativity" you think you're getting is the same output wearing a slightly different outfit. You ask ChatGPT, Claude, or Gemini to write you a poem about time and you keep getting the same river metaphor, the same hourglass imagery, the same reflection on mortality.
Over and over. The model isn't thinking. It's defaulting to whatever scored highest during alignment training.
Second, and this is the one that should really alarm you, inter-model homogeneity. Ask GPT, Claude, Gemini, DeepSeek, Qwen, Llama, and dozens of other models the same creative question, and they all converge on strikingly similar responses.
These are models built by completely different companies with different architectures and different training pipelines.
They should be producing wildly different outputs. They're not. 70+ models all thinking inside the same invisible box, producing the same safe, consensus-approved content that blends together into one indistinguishable voice.
So why is this happening? The researchers point directly at RLHF and current alignment techniques. The process we use to make AI "helpful and harmless" is also making it generic and boring.
When every model gets trained to optimize for human preference scores, and those preference datasets converge on a narrow definition of what "good" looks like, every model learns to produce the same safe, agreeable output. The weird answers get penalized.
The original takes get shaved off. The genuinely creative responses get killed during training because they didn't match what the average annotator rated highly. And it gets even worse.
The study found that reward models and LLM-as-judge systems are actively miscalibrated when evaluating diverse outputs. When a response is genuinely different from the mainstream but still high quality, these automated systems rate it LOWER. The very tools we built to evaluate AI quality are punishing originality and rewarding sameness.
Think about what this means if you use AI for brainstorming, content creation, business strategy, or literally any task where you need multiple perspectives. You're getting the illusion of diversity, not the real thing.
You ask for 10 startup ideas and you get 10 variations of the same 3 ideas the model learned were "safe" during training. You ask for creative writing and you get the same therapeutic, perfectly balanced, utterly forgettable tone that every other model gives.
The researchers flagged direct implications for AI in science, medicine, education, and decision support, all domains where diverse reasoning is not a nice-to-have but a requirement.
Correlated errors across models means if one AI gets something wrong, they might ALL get it wrong the same way. Shared blind spots at massive scale.
And the long-term risk is even scarier. If billions of people interact with AI systems that all think identically, and those interactions shape how people write, brainstorm, and make decisions every day, we risk a slow, invisible homogenization of human thought itself. Not because AI replaced creativity.
Because it quietly narrowed what we were exposed to until we all started thinking the same way too.
Here's what you can actually do about it right now:
→ Stop accepting first-draft AI output as creative or diverse. If you need 10 ideas, generate 30 and throw away the obvious ones
→ Use temperature and sampling parameters aggressively to push models out of their comfort zone
→ Cross-reference multiple models AND multiple prompting strategies, because same model with different prompts often beats different models with the same prompt
→ Add constraints that force novelty like "give me ideas that a traditional investor would hate" instead of "give me creative ideas"
→ Use structured prompting techniques like Verbalized Sampling to force the model to explore low-probability outputs instead of defaulting to consensus
→ Layer your own taste and judgment on top of everything AI gives you. The model gets you raw material. Your weirdness and experience make it original
This paper puts hard data behind something a lot of us have been feeling for a while. AI is getting more capable and more homogeneous at the same time.
The models are smarter, but they're all smart in the exact same way. The Artificial Hivemind is not a bug in one model. It's a systemic feature of how the entire industry builds, aligns, and evaluates language models right now.
The fix requires rethinking alignment itself, moving toward what the researchers call "pluralistic alignment" where models get rewarded for producing diverse distributions of valid answers instead of collapsing to a single consensus mode.
Until that happens, your best defense is awareness and better prompting.
🌴Marc Averitt🌴 retweeted
We're building Europe's sovereign security stack with Schwarz Gruppe - one of the most impressive businesses I have seen. Their culture aligns with CrowdStrike's. Constant innovation, creative problem solving, and winning.
Big thanks to @rolfschumann and Christian Müller for all their help. Of course this wouldn't be possible without Gerd Chrzanowski's vision and leadership. Thank you!
Security without borders. Data that stays home.
CrowdStrike and Schwarz Digits have partnered to deliver the AI-native CrowdStrike Falcon platform on STACKIT’s sovereign cloud.
🦅 Top-tier protection: Stop breaches with AI-native speed.
🛡️ Total sovereignty: Fully EU-operated and aligned with NIS2 & CRA.
⚡ AI at scale: Grow workloads without compromising data residency.
The future of European cyber defense starts now.
Read more: crwdstr.ke/6018h7cxq
🌴Marc Averitt🌴 retweeted
We’re about to witness three of the largest IPOs in history. SpaceX is targeting $1.5t. OpenAI aims for $1t. Anthropic is valued at $380b. Combined, $2.9t in market cap.
The scale is unprecedented. But the real problem isn’t the market cap. It’s the float.
Typical IPOs offer 15-25% of their shares to public markets. This creates enough liquidity for price discovery while allowing founders & early investors to maintain control. Facebook floated 15%. Google floated 19%. Alibaba floated 15%.
At a 15% float, here’s what these three IPOs would require :
🌴Marc Averitt🌴 retweeted
With Multiplayer, you get:
✅ 100% traces when recording a session (no missing data or outrageous bills)
✅ Full request/response payloads and headers automatically (no custom logging needed)
✅ Internal AND external API calls (Stripe, Twilio, AWS, …) captured out of the box
✅ User steps and frontend data (annotatable)
✅ Full-stack data correlated by session (no manual stitching)
A new California law (FIP VCC) is forcing VCs to ask portfolio company founders about their sexual orientation, disabilities, and more – all so it can be reported to the state.
We built a new system to help funds on AngelList comply without ever seeing individual founder responses.
To preserve founder privacy everywhere, we've decided to make the system available to any fund for free, regardless of who they work with for fund admin.
You can use it today: fipvcc.com
🌴Marc Averitt🌴 retweeted
I have written my first book! A passion project of almost 10 years, Runnin' Down a Dream aims to give people both the motivation & the methods for thriving in a career they actually love. Put a lot of heart and soul into this - hope you ❤️ it. Pre-order: a.co/d/5APYleb
🌴Marc Averitt🌴 retweeted
CrowdStrike was named @Frost_Sullivan's 2026 Global Company of the Year for Cloud Workload Security! 🏆
Our approach delivers runtime-first protection that outperforms fragmented solutions with:
• Integrated CDR, runtime protection, and unified security posture management into a single cohesive platform
• 24/7 expert MDR
👉 crwdstr.ke/6016hbvre
🌴Marc Averitt🌴 retweeted
We believe that early detection and suppression regarding small fires is critical. Especially in high-risk areas such as the Urban Wildland Interface (WUI). New and emerging technology in suppression drones offer an exciting new future in firefighting. A low-cost unmanned aerial suppression system broadly prepositioned could quickly reach new fire starts in the incipient stage to keep them small until other resources arrive.
San Bernardino County Fire has partnered with Ponderosa.ai to co-develop the Fire Sparrow Mk10 which is built here in California.
#SBCoFD will be the first fire department in the nation utilizing water droppings UAV’s (Unmanned Aerial Vehicle).
We are committed to leveraging innovation to strengthen firefighter safety, improve operational efficiency, and better protect the communities we serve.
Visit sbcfire.co/4qBWfQO to learn more about this technology.
Contact: Captain Shawn Millerick, Public Information Officer
[email protected]
🌴Marc Averitt🌴 retweeted
Fall in love with some activity, and do it! Nobody ever figures out what life is all about, and it doesn't matter. Explore the world. Nearly everything is really interesting if you go into it deeply enough. Work as hard and as much as you want to on the things you like to do the best. Don't think about what you want to be, but what you want to do. Keep up some kind of a minimum with other things so that society doesn't stop you from doing anything at all.
































