Great investing = human taste + a machine that never sleeps. We're hiring for both sides at @Creandum: -> Technical VP, investing in the lower layers of the AI stack -> Head of Data & Intelligence, building the infra, data layer and tooling for our day-to-day More in the 🧵

For far too long solar and storage systems are only accessible if you have >£8k to spare and a roof you own. So we built Jules. It’s a 2.5 kWh battery that plugs into a normal 3-pin socket. No electrician, no scaffolding, no hardwiring. Add up to four 500W panels on a balcony, wall or in the garden. No space for panels? It also works battery-only. It runs itself: charges when electricity is cheap, discharges when it’s expensive, forecasts your solar production and your usage from your smart meter. Up to £330 a year off your bill. £799 outright. £199 if you fix with Fuse for 5 years. Panels £189 each. 10-year warranty. Reservations are open today, launch estimated 2027. Fuse customers get priority. fuseenergy.com/jules-by-fuse

The distribution game is hard. @Lovable just entered the arena. Create & launch ads directly in Lovable, to Google, YouTube, Instagram and Facebook. Get advice on what is working, and your next best marketing move.

Runtime speaker lineup is live! We're bringing together experts covering AI infrastructure, applications of AI in science and robotics, the future of software engineering, and more.

We're expanding across Europe. This summer we moved into a bigger Stockholm office, and today we're adding London. We're hiring across GTM and engineering! Read more: modal.com/blog/modal-europe-…

It's time to rethink RL. Translating real world use into model improvements requires redesigning post-training algorithms for non-verifiable, per token rewards. At @aiDotEngineer 's World Fair, we share our insights into scaling algorithms like SDPO for continual learning.

Intelligence and Experience are orthogonal vectors Terence Tao is perhaps the world’s smartest person, but drop him into an accounting firm or onto a construction site and on day one he’s not going to be very productive @trajectorylabs calls this The Experience Gap, and they have a way to close it @QuantumArjun explained how at our Sovereign AI event: 00:00 Introduction 00:12 Building the platform for continual learning 01:33 The experience gap: models have IQ but no tenure 02:52 Traceability → model spec → better models and harnesses 05:27 Four wishes for the agent ecosystem 06:34 Wish 1: Trace the whole tree — and capture the corrections 08:03 Wish 2: Evals from real traffic, graded in the real harness 09:26 Wish 3: Let the agents cook, and make tool responses informative 10:34 Wish 4: Get comfortable on open weights, experiment with routers 11:51 Why owning your intelligence shouldn't be consulted away 13:15 Demo: import a benchmark, train a model, deploy it 14:28 Q&A: What's the trainable object — weights, harness, or context? 16:08 Q&A: Continual learning without training on customer data 17:13 Q&A: Episodic memory and the hierarchy of feedback 19:37 Q&A: Where continual learning matters most

Some personal news - Polymarket has acquired Craft Agents, and part of the Craft team is joining Polymarket. I'll be leading Product Engineering, with the goal of building one of the best product and design engineering teams in the world. I'm incredibly excited for what's next.

Managed private LLM endpoints, now available for everyone in @modal. Deploy in a few clicks with the UI or a few keystrokes with our CLI. The coolest thing is that these are not black boxes – customers have full access to the code underneath.

Today we're announcing our Series C funding: $355M at a $4.65B valuation, led by some great investors @generalcatalyst and @Redpoint. We've had insane growth in the last year, but we're still very early. So proud of the team and what we have built so far!

A few weeks ago I joined @HarryStebbings on @twentyminutevc. We talked about why energy is the most defining problem to solve in the next 25 years & what it really takes to build a generational company like @Revolut. Energy is one of the most complex problems of our time and we’re building @FuseEnergy for people who want to work on something that actually matters.

Lovable just raised $330M at a $6.6B valuation. It's been an iconic, insane, wonderful journey so far. Thank you to everyone who made this possible: (thread)

Me when investors ask me about Modal’s business plan

We launched Lovable 1 year ago. Back then we had a belief and a small office in Stockholm. That was enough to get started. Today, we’re at $200M ARR and watching a new kind of builder step forward. What matters isn’t the number. It’s what the number proves. The shift is real. The barrier between “I have an idea” and “I built it” is disappearing. In the last twelve months, founders have launched products on their own and hit real revenue. Enterprises that once moved slowly now ship weekly. And across our community, people are building things they never thought they could. This is the part that stays with me. The pride. The ownership. The moment someone realizes they’re no longer waiting on a developer to make something possible. They can do it themselves. The scale has been staggering. Millions of users. Thousands of new projects every single day. New offices in Boston and San Francisco so we can stay close to the people pushing this forward. And we’re not slowing down. New tools are live. Better infrastructure. Faster paths from concept to working software. All built to make creation as natural as thinking. Year one proved the idea. Year two is about proving the reach. If you’re sitting on an idea right now, don’t let it collect dust. You’re a builder now.