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@shaunmmaguire
Partner @sequoia // @caltech physics PhD // Views are my own
AI
Factory says its Droids can build, migrate and secure software directly on Databricks using enterprise data and models.
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A user says a ChatGPT test at the highest available depth gave the same answer, and they're cancelling their subscription.
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A post pairs the caption “When an AI startup gets a compute allocation” with a video link.
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A post argues America is finally meeting China on industrial competition after 20 years of Chinese supply-chain subsidies.
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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.
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OpenAI says it drew on an independent mathematics advisory group’s advice about how to release the results.
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Reflection says Beam uses 23B active parameters and plans to publish its full weights later in October 2026.
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A Menlo-affiliated poster says the firm follows a low-volume strategy and has tried to rethink investing from the ground up.
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In a new paper, Eon describes Era as a fictional enterprise wired across tools like Salesforce, Zendesk, Slack, and Gong, with exact-answer grading and resettable test runs for agent evals.
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Menlo describes Factory as a platform for automating software development beyond code generation, with shared context and governance.
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The interviewer says they asked hard questions about open source, regulatory capture and slowing the US relative to China.
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A commenter replied to “goat recognizes game” by calling a product “great” and saying “the hype is real.”
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Tavus says 48% of people who talked to Griffin live thought it was human, compared with under 3% for previous systems.
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A user says automating low-leverage work with Factory makes building more fun.
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A user calls Cognition “Infoysys masquerading as Anthropic,” without explaining the comparison.
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A post praises Neros Tech as one of the companies its author feels lucky to work with.
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Matan Grinberg attributes the decision to undisclosed recurring Cognition talks. He says Factory does not know how much information Degnan shared.
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CNBC reports the accord calls for internal monitoring, outside assessments and board oversight; Trump called it “morally binding.”
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A post alleges that AI labs spend millions, if not billions, experimenting at others' expense and falsely blame their negligence on 'agent intent.'
AI
A user quoting Neuralink’s September 16 video called the singularity “truly amazing.”
