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VOICE ARCHIVE

Sarah Wang

@sarahdingwang
9 posts
2026-03-10
“Reports of my death are greatly exaggerated” - ChatGPT Narrative violation. Growth of AI tools is incredible but the retention of the very best is equally amazing. Users vote with product time and tokens spent. Always pay attention to revealed vs. stated preference. [image]
2026-03-10 View on X
Andreessen Horowitz

A look at the top 100 GenAI consumer apps: ChatGPT leads but the race for the “default AI” is on, global usage is splintering by product, and AI agents are here

Olivia Moore /Andreessen Horowitz:

We have entered a world where compute has never been so quickly converted to value... (if you can get your hands on it) World class partnership. The future is beautiful. Congrats @miramurati and @thinkymachines.
2026-03-10 View on X
Financial Times

Mira Murati's Thinking Machines Lab signs a chip supply deal with Nvidia worth tens of billions of dollars, planning to deploy 1GW+ of next-gen Vera Rubin chips

Multiyear partnership includes a further ‘significant’ investment from Nvidia into one-year-old AI start-up

2026-02-10
One of the most impressive and (dare I say) underrated aspects of @databricks is that @alighodsi and his team have been focused on building a platform for data + AI from day 1. This is why they're not ‘the Spark company’ or even Spark + SQL. imho the fact that Lakebase Postgres
2026-02-10 View on X
CNBC

Databricks raised $5B in equity financing and $2B in debt at a $134B valuation and says its annualized revenue crossed $5.4B for the January quarter, up 65% YoY

Databricks said Monday it has raised $5 billion in funding and $2 billion in new debt capacity at a $134 billion valuation.

2026-01-29
Build vs. buy was a big debate in 2024-2025. In 2026, the answer is clear: buy @DecagonAI if you want to be at the frontier of customer experience. Decagon is now partnering with some of the world's largest airlines, banks and telcos to make exceptional, personalized concierge
2026-01-29 View on X
Bloomberg

Decagon, which offers AI customer service agents, raised a $250M Series D led by Coatue and Index Ventures at a $4.5B valuation, up from $1.5B in June 2025

Decagon AI Inc., a customer support startup, has raised $250 million in a new round of funding that triples its valuation to $4.5 billion …

2026-01-28
Build vs. buy was a big debate in 2024-2025. In 2026, the answer is clear: buy @DecagonAI if you want to be at the frontier of customer experience. Decagon is now partnering with some of the world's largest airlines, banks and telcos to make exceptional, personalized concierge
2026-01-28 View on X
Bloomberg

Decagon, which offers AI-powered customer service agents, raised a $250M Series D led by Coatue and Index Ventures at a $4.5B valuation, up from $1.5B in June

Decagon AI Inc., a customer support startup, has raised $250 million in a new round of funding that triples its valuation to $4.5 billion …

2025-08-01
Congrats @zoink and the entire @figma team for this unbelievable ride! Watching you navigate these last few years has been a masterclass. Let's go $FIG!
2025-08-01 View on X
CNBC

Figma's stock closes up 250% at $115.50, after Figma sold shares at $33 in its IPO, hitting a ~$68B valuation; Adobe's $20B Figma acquisition fell apart in 2023

Figma's stock more than tripled in its New York Stock Exchange debut on Thursday, a day after the design software company sold shares at $33 in its IPO.

2025-07-16
Thrilled to back @miramurati and the world-class team behind ~ every major recent AI research and product breakthrough.  RL (PPO, TRPO, GAE), reasoning, multimodal, Character, and of course ChatGPT!  No one is better positioned to advance the frontier.  Excited to see the future of @thinkymachines .
2025-07-16 View on X
Reuters

Mira Murati's Thinking Machines Lab raised a $2B seed led by a16z at a $12B valuation; Nvidia, Accel, ServiceNow, Cisco, AMD, and Jane Street also invested

bsky.app/profile/wire...  [embedded post] @akhilrao : i feel like i've known Murati is at a startup called Thinking Machine Labs for months. maybe idk what “stealth” means [embedde...

2024-08-03
Congrats to @NoamShazeer and the entire @character_ai team. It's been a privilege to be on this journey with you this past year. Excited to see what the amazing team at @character_ai builds next as they continue to bring personalized AI to its users all over the world.
2024-08-03 View on X
TechCrunch

Character.AI co-founders Noam Shazeer and Daniel De Freitas, and some employees, are joining Google; Google has signed a non-exclusive agreement to use its tech

In a big move, Character.AI co-founder and CEO CEO Noam Shazeer is returning to Google after leaving the company in October 2021 to found the a16z-backed startup.

2023-10-12
🚨🚨🚨 BIG DAY at @character_ai!!! Get on C.AI+ and start group chatting today!
2023-10-12 View on X
TechCrunch

a16z-backed Character.AI launches Character Group Chat, a feature that lets paying subscribers start group chats with AI characters, and with or without humans

Sarah Perez / TechCrunch :