Arena

“And for the first time ever, we saw a couple of weeks ago that Kimi K three actually beat the best closed source American models on a, you know, pretty important subset of tasks, for example, front end coding, like web development, which a huge fraction of dev…”

“And within that time, they'd become the number one American open source model. But then the less generous take would be the companies existed for a year and a half. And then they've come up with, yes, the number one American open source, but there's nine Chine…”

“And I said, you know, yeah, we use Quinn for X, Y, Z.”

“Gemma, by the way, is pretty good in terms of efficiency. If you look at arena, you'll see the, on the Pareto curves of like performance versus cost. Gemma's on there.”

“They come in, they're like, hey, I want to be an infrastructure engineer at Arena, which is a great job that we're hiring for you. But then the other side of it is some guy that looks perfectly normal. They're getting, you know, they're passing all of our tech…”

“We're gonna change our whole hiring process because of this kind of stuff. It absolutely worries me. Well, at first you need to verify that person is real. So all of our onboarding, we're considering at least making all of our onboarding in person because of t…”

“People don't know this, but Arena's one of the largest consumer AI apps in the world. We're bigger than, like, XAI. We're bigger than, like, Hugging Face, and Manus, and GenSpark, where it's so massive, like if you, like outside in, it's like 30 plus million m…”

“So we're past a hundred million in annualized revenue run rate, and that's based on like Q, Q two times four.”

“Zuckerberg directed Meta to build a prediction markets app, which is a wild shift. The experimental app internally called Arena would be independent of Facebook and Instagram. It could compete for attention with Polymarket and Kalshi, the biggest prediction ma…”

“So, so we wanted to maybe broaden a little bit. And we were the first Serena, so we feel like let's kind of try to own that.”

“He was not, you know, A-sixteen was not the only one to do this. We also had a great grant from Sequoia, but Ansh was in particular quite, quite supportive of us and, you know, gave us some resources in order to continue building out Arena before we even We're…”

“We think that as that approaches sort of unsustainable levels for people that are looking to do good work, for people that work in industry especially, that they're going to look for curated sources of information and for high quality work that humans are doin…”

“Base cognitive functions are just becoming available as an API. So like vision is just going to be available. We shouldn't work on a vision problem, like go fine tune like a Yolo or whatever. VLM is your favorite.”

“And if we take the philosophy of we want to be a little like Nike, start by selling it to the Olympic athletes and get everyone to buy it. That was sort of the proving ground. And so we still have a few semiconductor companies, you know, that we're scaling up …”

“Like for us, it's been like, it's accelerated customer pull and deployments.”