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@shaunmmaguire
Partner @sequoia // @caltech physics PhD // Views are my own
Technology
A research firm estimates 3.6GW under construction across multiple sites, not capacity already operating.
AI
An estimated 3.6 GW of capacity is under construction across existing and new sites.
AI
Sequoia led the earlier Series E, Bessemer led Series F, and Nvidia invested again.
AI
Cathedral researchers will use OpenAI's models to test its defenses; exceptional findings are eligible for up to $172,000 with bonuses.
AI
The company plans to expand robot manufacturing and industrial deployments while human tutors guide machines before full autonomy.
XAI
Substantially all of Anthropic's roughly $895.4 billion in purchase and lease commitments reportedly relate to compute and infrastructure.
AI
A Sequoia investor with a large SpaceX stake predicts rapid growth, citing Starship and his low-cost compute thesis.
XAI
Factory plans to give its Droids and engineers clearer lineage and evidence for migrations, pipeline debugging and model refactoring.
AI
Factory says the engine is built for complex projects and everyday development, promising greater accuracy, efficiency and speed.
XAI
Sequoia plans to host the 60-minute bot-building contest with Citadel Securities and OpenAI.
XAI
OpenAI says its claimed refutation of the Exponential Time Hypothesis was formalized in Lean and made public.
AI
Zhan says Sequoia, Jeff Dean, Sachin Katti and Philip Wong will be among the fund’s limited partners.
AI
A user estimates 42 GB200 NVL72 racks could suffice at what they call production throughput, using off-peak prices only.
AI
Factory says its Droids can build, migrate and secure software directly on Databricks using enterprise data and models.
AI
A user says a ChatGPT test at the highest available depth gave the same answer, and they're cancelling their subscription.
AI
A post pairs the caption “When an AI startup gets a compute allocation” with a video link.
XAI
A post argues America is finally meeting China on industrial competition after 20 years of Chinese supply-chain subsidies.
AI
Elon Musk said Grok Bot will use “the best back end model for any given task,” naming Claude Opus 5.5, MidJourney, Suno and other APIs in a future-facing plan rather than a confirmed live rollout.
AI
OpenAI says it drew on an independent mathematics advisory group’s advice about how to release the results.
AI
Reflection says Beam uses 23B active parameters and plans to publish its full weights later in October 2026.
