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Kerry Wei shared thisExcited to share that Prysm Capital led Sequen's $90M Series B, with participation from our friends at White Star Capital (Eddie Lee) and Threshold Ventures (Lisa Xu)! 🚀 What got us to conviction: the proof lives in the customer's own numbers. Sequen's models are measured as statsig lift in live A/B tests on the customer's own instrumentation. That's one of the cleanest reward loops I've seen. The signal is real behavior, the verification is revenue, and it closes in-session. They are live with Fortune 500 customers across retail, travel, and media. And Zoë Weil has done this before, at Etsy, where her ranking work drove a billion-dollar GMV lift. What's launching alongside the round is the part I'm most excited about. Recursive Ranking Intelligence is an autonomous system that runs non-stop, designing, testing, and improving ranking models around the clock. Work that took ranking scientists months now happens in hours, and the customer owns every model it produces, not just renting it. Congrats to Zoë Weil, and the whole Sequen team. https://lnkd.in/gGabRSWxExclusive: Sequen raises $90 million at $1.4 billion valuationExclusive: Sequen raises $90 million at $1.4 billion valuation
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Kerry Wei shared thisCongrats to Ali Agha, Shayegan Omidshafiei and the entire FieldAI team on today’s collaboration with Caterpillar Inc.! The hard part in robotics was never the demo. It’s generalizing to sites no one mapped in advance, and then earning the trust to operate there. Starting with autonomous inspections, jobsite digital twins, and situational awareness across Caterpillar’s sites and factories. Excited to see what’s next!Kerry Wei shared thisIncredibly excited to share that today we announced our strategic partnership between FieldAI and Caterpillar Inc., bringing together FieldAI's general-purpose robot foundation models with Caterpillar’s industry expertise and operational data. Caterpillar has spent more than a century shaping how work gets done across complex jobsites and industrial environments. These are exactly the kinds of environments where Field Foundation Models™ are built to excel, with FieldAI deployments already spanning a growing global footprint. This collaboration has been in the works for some time, and I’m thrilled to finally share it publicly. I’m even more excited about what we’re building together and the opportunity to help shape the next century of heavy industry. Caterpillar is one of a growing number of industry leaders we’re working with to bring physical AI into the real world at scale. There’s much more happening behind the scenes, and we look forward to sharing more soon. The full announcement is here: https://lnkd.in/guDg_CWPCaterpillar and FieldAI Advance AI-Powered Industrial InnovationCaterpillar and FieldAI Advance AI-Powered Industrial Innovation
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Kerry Wei posted thisThrilled to share that Prysm Capital led the $150M Series C round in HappyRobot! 🚀 Getting an agent to complete a task is increasingly easy, but getting it to work across a real, multi-step enterprise workflow is a different challenge entirely. HappyRobot built the governance, interfaces, and context layer that makes it work, and the ROI is real. 150+ enterprises, including DHL, Kuehne+Nagel, Naturgy, repsol and Uber are on the platform today. What gave me further conviction was spending time with Pablo Palafox, Javi Palafox, Luis Paarup, and the team. They're motivated by solving the problem and have an incredible culture: a ton of hustle, humble yet highly competitive, a desire to win as a team, and they're thinking big. This is a group that will change how enterprise operations get done. Congratulations to the whole HappyRobot team. Proud to lead this round alongside Anne-Charlotte Philbert and team at Eurazeo and a strong group of strategic partners (including Karine Peters, Fadi Al-Kayid at T.Capital). Excited to support alongside existing investors, including Adeyemi Ajao and Jason Kong at Base10 Partners, Anish Acharya at Andreessen Horowitz. More on why we invested 👇 https://lnkd.in/gJ5wy73g
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Kerry Wei posted thisEvery AI application that graduates from demo to production becomes an inference workload, and serving those workloads reliably and affordably is the hardest problem in enterprise AI. Fireworks AI solves it, then goes further: fine-tuning and reinforcement learning that let enterprises turn their proprietary data, workflows, and context into specialized intelligence tuned to their business. Jay Park, Denny Hua, Erica Li and I wrote about why Prysm Capital invested in Fireworks AI, our thesis, the team behind the platform, and where the company goes from here. Grateful to partner with Lin Qiao, George Hu, and the entire Fireworks AI team on the journey ahead. 🚀 https://lnkd.in/gcgBjfiu
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Kerry Wei shared this"The Self-Driving Company" — worth a read! The Replit team just laid out how they actually run today: 3x output per engineer while review times flat, quality up. And it goes beyond engineering — hardest support tickets (the ones that reach humans) closed 60% faster, and anyone in the company can query the business like an analyst. The best part: nobody got automated out. Agents take on the busywork. Humans set direction, make the judgment calls, own the outcomes. Doers become directors. 🚀 Huge shout out to Amjad Masad, Michele Catasta, and the whole team building this. 💪 https://lnkd.in/gibucxDA
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Kerry Wei shared thisThrilled to announce that Prysm Capital invested in Fireworks AI’s $1.5B Series D round. 🎆 One of the biggest shifts in AI today is that every company can now build intelligence tailored to its own business, and Fireworks has built the infrastructure to make that practical. World-class inference, rapid support for the latest open models, and a clear vision for specialized intelligence open the door for enterprises to turn their own knowledge into a real competitive advantage. Huge congratulations to Lin Qiao and the entire Fireworks AI team on the round. Excited and grateful to be supporting the journey. https://lnkd.in/gUwfAYd2Nvidia-backed Fireworks hits $17.5 billion valuation as companies pursue cheaper AI modelsNvidia-backed Fireworks hits $17.5 billion valuation as companies pursue cheaper AI models
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Kerry Wei shared thisCongrats to the Replit team on being named to the 2026 #ForbesAI50 It’s been incredible to see Replit empowering people to create and build. Well-deserved recognition for Amjad Masad, Michele Catasta, and the team!Kerry Wei shared this2026 #ForbesAI50 Artificial intelligence has become part of our lives, increasingly core to how we work, search for information and express ideas. In the last year, the startups spearheading this paradigm shift have raised gobs of money from venture firms to build applications used by hundreds of millions of people across professions like law, software engineering, banking and even music. Three years into the AI frenzy, startups are starting to prove they can turn lofty ideas into sustainable businesses. That’s evident in Forbes’ eighth annual AI 50 list, which spotlights the most promising privately-held AI companies in the world. See the list: https://lnkd.in/eCA7Haaq Illustration by Yoshi Sodeoka for Forbes Sponsoring Partner Mayfield
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Kerry Wei shared thisCongrats to the FieldAI team on being named one of Fast Company’s Top 10 Most Innovative AI Companies From early on, it was clear that bringing AI into the physical world requires a different approach. FieldAI is building exactly that, models designed for real-world environments. Excited to be on this journey with Ali Agha, Shayegan Omidshafiei, and the team 🚀Kerry Wei shared thisHonored to be recognized (alongside Google and Anthropic) as Fast Company’s Top 10 Most Innovative AI Companies. And the only Physical AI company in top 10. At FieldAI, we’ve built a new class of general intelligence models that bring real-world risk awareness to robotics. Instead of shoehorning vision or language models into robotics and then working around their limitations, our architecture is designed from the ground up for the physical world. These models are designed to operate in uncertain, dynamic environments without maps, GPS, or predefined paths. They are hardware-agnostic, working across many different robot types, and are already deployed on industrial sites across three continents in construction, energy, security, and manufacturing. Read more: https://lnkd.in/e_cM4yBC #FCMostInnovative
Kerry Wei commented on a post
8h
Huge congrats Jonathan. They are lucky to have you!
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Kerry Wei liked thisKerry Wei liked thisLast week the DHL Global Forwarding leadership team came to our HappyRobot office in San Francisco. We spent most of the day on a single shared goal: identifying where AI can deliver the greatest business impact. Not which use cases we could automate, but which part of the business is worth moving. A list of use cases can only ever contain what someone already thought of, and it pushes you toward what's easy to automate rather than what's worth changing. You can deliver every item on that list and still not see the business impact you were after. Start from the business problem instead. The function, the KPI you're trying to move. Understand where the bottlenecks actually are, and the things to build will become clear. The DHL team came ready to go deep: we worked through problems together, thought a few steps ahead, and were honest with each other about what would and wouldn't work. Not many organizations at this scale approach AI this way - starting from the business problem, keeping their own leadership in the room while it's being worked out, and staying focused on customer outcomes throughout. That's what makes DHL Global Forwarding a genuine leader in this industry, and it's the part of the partnership I value most. Thanks Tim Robertson, Christine, Ivan Blanco, Priyanka, Tina Ziemek, Mohit Rai, Guido and Suky Yeung for coming out - and to Luis Paarup, Yamil Mateo, Elena Mata Yandiola, Marina Perez-Llorca and Javier Fernández Fernández for everything they put into the day and into this account!
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Kerry Wei liked thisKerry Wei liked thisLast week, our Accelerated Digitalization Leadership Team spent a day with our partners at HappyRobot in San Francisco. Together, we focused on a simple but important question: where can AI create the greatest business impact for DHL Global Forwarding today? We explored HappyRobots new product roadmap and capabilities, but the most valuable discussions were not about technology. They were about outcomes. How can we help our teams work more efficiently? How can we improve customer experience? And where can we deliver measurable value in the next few months, not years? For me, this is what digitalization is all about. AI is not the destination, its an enabler. The real opportunity lies in combining DHL Global Forwardings logistics expertise, global scale, and customer focus with advanced AI capabilities to solve real business challenges and unlock new value for our customers and colleagues. What makes this partnership work is a shared commitment to building solutions together. The best ideas emerge when teams challenge assumptions, stay focused on business outcomes, and move quickly from concept to implementation. As part of our Accelerated Digitalization journey, we continue to explore how AI can help us work smarter, improve service quality, and accelerate value creation across our business. Thank you to Pablo Palafox, Elena Mata Yandiola, Christine Wang, Ivan Blanco, Priyanka Jha, Tina Ziemek, Mohit Rai, Guido Rietra and Suky Yeung for the productive discussions and collaboration. -Tim ⚡ #DigitalByDefault #EmpoweredByAI #AI #DigitalTransformation #Logistics #Innovation #CustomerCentricity
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Kerry Wei liked thisKerry Wei liked thisIt’s time to free the models. When you use Replit, one main agent sits in the driver’s seat and works within guardrails. That agent decides when to think harder, when to hand off work to a subagent, and how much effort subagents should spend. Models keep getting smarter, but the harness doesn’t disappear. Instead, its job shifts from making decisions for the model to giving the model options. This is what the future looks like. Read more about our philosophy and how we’re building for the future: https://lnkd.in/eZJ93Uj3Free the models: Harness design at the frontier | ReplitFree the models: Harness design at the frontier | Replit
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Kerry Wei liked thisGreat to see FieldAI robots featured on Bloomberg as part of Bechtel Corporation’s work to bring new technology onto active construction sites. Robotics give project teams more consistent visibility into changing site conditions, autonomously capturing data to support progress tracking, 360° documentation, inspections, and digital twin workflows. Excited to see these technologies being put to work alongside the people building some of the world’s most complex projects.
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Kerry Wei liked thisExcited to join the team at Adams Street Partners!Kerry Wei liked thisAdams Street is pleased to welcome Justine Huang Burns as Partner, joining our Secondary Investments team to help grow our venture capital secondaries capabilities. Justine will work closely with our Primary Investments and Venture Growth Investments teams to source, underwrite, and execute opportunities across the venture capital landscape. With more than a decade of experience in venture capital and secondary investing, Justine’s appointment builds on Adams Street’s more than four decades of investing in and building relationships with leading venture capital managers. Learn more about Justine and her role: https://lnkd.in/g9FXQ-vs #Secondaries #PrivateMarkets #VentureCapital
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Kerry Wei liked thisKerry Wei liked thisI was five minutes into a speech at our new Madrid office last week when one of our own agents, HappyGuardian, cut me off and emailed the room telling everyone to put their phones away and go get a drink. Fair, really. We built it as a joke for the night, but it's a fair demo of what we build: agents that do real work on their own, inside the systems a company already uses. The speech was for the opening of our new European hub in Madrid. Our European deployment, GTM and sales teams work out of Génova 27 now, for the same reason we've built teams in cities like San Francisco, New York, London, Mexico City and Sydney: we want to be close to the work. When we can sit in the room with the people who run the operation, we do. The HappyRobot team is now 200+ people across eight offices and three continents, and I still meet new ones every week. San Francisco is our headquarters and our US team keeps growing fast, but Madrid is now the base for everything we do in Europe. Thanks to everyone who came, and to everyone who got us here. There's plenty more to build - and we're still hiring. And thanks to HappyGuardian, I suppose. 🚀
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