The Computomatix Times

Nous Research Raises $90 Million at $1.5 Billion Valuation for Hermes Agent

Nikhil Pahwa congratulates Nous Research on a reported $90 million raise at a $1.5 billion valuation after its open-source Hermes agent was downloaded 22.7 million times, with about $36 million in annualized revenue by mid-September.

Nikhil Pahwa @nixxin ·Oct 7, 2026 ·♥ liked

Original post · 1 min read

Well deserved! Congrats @NousResearch @Teknium @Kshitijjkapoor . You've built something amazing here. Thank you!

Choblin @choblin29
🚨BREAKING: Nous Research has raised $90 million at a $1.5 billion valuation after its open-source Hermes agent exploded in usage.

Hermes has been downloaded 22.7 million times since February.

Nous was at roughly $36 million in annualized revenue by mid-September. It expects to pass $100 million later this year.

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Anthropic Expands Claude Startups Program to More Founders

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Claude announces that its Startups program is expanding, offering members a year of Claude Team, API credits, partner tool offers and office hours with Anthropic's Applied AI team. The announcement includes a video.

Claude @claudeai ·Oct 6, 2026 ·♥ liked

Original post · 1 min read

The Claude Startups program is expanding to more founders.

Members can get a year of Claude Team, API credits, special offers on the tools a startup runs on, and office hours with Anthropic’s Applied AI team.

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Andreessen Horowitz Maps Where Startups Can Win in Consumer AI

Olivia Moore shares an a16z map identifying search, creative tools and productivity as areas where early consumer AI winners are emerging, while social, marketplaces, travel, finance and other categories remain open.

Olivia Moore @omooretweets ·Oct 7, 2026 ·♥ liked

Original post · 1 min read

Where can startups win in consumer AI?

We @a16z mapped out where we see early winners - search, creative tools, productivity 👇

We're still waiting for winners everywhere else - social, marketplaces, travel, finance, hiring, dating, gaming, media, and more

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Qatar Offers Up to $5.5 Million to Lure Startups to Doha

Aakash Gupta analyzes the Startup Qatar Investment Program, backed by Qatar Development Bank, which offers equity checks up to $5.5M with mandatory relocation, comparing it to Singapore's 1960s incentive playbook and noting retention as the open challenge. He quotes Suraj Sharma's summary of the two tracks and perks.

Aakash Gupta @aakashgupta ·Oct 4, 2026 ·♥ liked

Original post · 2 min read

Qatar's entire startup ecosystem raised $11M in venture capital in 2023. This new program writes single checks of $5.5M. One company can now land half the country's annual VC flow just by agreeing to move to Doha.

Here's the mechanism underneath it. Cities with real startup density charge you to be there. San Francisco collects it in rent, New York collects it in salaries, and founders pay gladly because the customers, talent, and capital are all within a mile. Cities without that density have to run the trade in reverse. They pay you.

So the $5.5M is Doha putting a price on the network effects it doesn't have yet.

The regional race explains the urgency. Saudi Arabia pulled in $1.4B of venture funding in 2023, 52% of all MENA. The UAE led the region in deal count. Qatar took 6% of deals. In a three-country contest for Gulf tech, third place pays cash.

The structure shows how targeted this is. It's equity, drawn from a $100M fund managed by Qatar Development Bank, disbursed on milestones, and relocation is mandatory. A $100M fund writing checks up to $5.5M caps out around 18 companies at the top track. They're running an auction for a few dozen anchor startups, and the visas and subsidized housing exist to tip founders who are already indifferent between Gulf cities.

This playbook has worked before. Singapore's Economic Development Board spent the late 1960s paying companies to show up, and Texas Instruments went from decision to production in Singapore in about 50 days in 1968. GDP per capita there was around $500 at the time. Today it's roughly $90,000.

The unsolved part is retention. Checks get companies to land. Density is what makes them stay, and density only arrives after enough checks pile up in the same place at the same time. Singapore cleared that threshold. Qatar is betting $100M it can too.

Suraj Sharma @suraj_sharma14
Up to $5.5M to move your startup to Qatar.

Just an MVP gets you in the door.

The Startup Qatar Investment Program (backed by QDB) funds tech startups to launch or expand in Qatar.

Two tracks:
START: up to $1.1M if you have a proof of concept or MVP
GROW: up to $5.5M if you're already established and expanding

What else you get:
- Entrepreneur visa + flexible work visa
- Registration and license fees waived
- Subsidized housing
- Subsidized co-working space
- Access to R&D and innovation grants
- Mentoring, training + help hiring talent and interns
- Your product showcased at exhibitions
…

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Qatar Startup Program Offers Up to $5.5M to Tech Firms Relocating

Suraj Sharma shares details of the Startup Qatar Investment Program, backed by QDB, offering up to $1.1M to early-stage startups and up to $5.5M to established firms expanding to Qatar, along with visas, fee waivers and subsidized housing and co-working space. Eligible sectors include AI, fintech and climate tech.

Suraj Sharma @suraj_sharma14 ·Oct 3, 2026 ·♥ liked · 🔖 bookmarked

Original post · 1 min read

Up to $5.5M to move your startup to Qatar.

Just an MVP gets you in the door.

The Startup Qatar Investment Program (backed by QDB) funds tech startups to launch or expand in Qatar.

Two tracks:
START: up to $1.1M if you have a proof of concept or MVP
GROW: up to $5.5M if you're already established and expanding

What else you get:
- Entrepreneur visa + flexible work visa
- Registration and license fees waived
- Subsidized housing
- Subsidized co-working space
- Access to R&D and innovation grants
- Mentoring, training + help hiring talent and interns
- Your product showcased at exhibitions

Sectors they want:
- AI & ML, B2B SaaS, FinTech, HealthTech, Cybersecurity, Climate Tech, Robotics + more
- Not on the list? It's open to any innovative startup

Apply link below 👇
startupqatar.qa/en/investment-program

Bookmark this + tag a founder looking for a new market.

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Adrià Martinez Explains How to Apply to Anthropic's Startup Program

Adrià Martinez describes the Claude Startups program, which offers a year of Claude Team, API credits, priority rate limits and tool discounts, and gives step-by-step application tips such as using a company email.

Adrià Martinez @adriamatz ·Oct 7, 2026 ·♥ liked

Original post · 1 min read

It took me 5 minutes to get into the Claude Startups program

And you don't need VC funding anymore

What you get:

- A year of Claude Team
- API credits
- Priority rate limits
- Deals on the tools a startup runs on

How to apply:

- Create a Claude Console account (the API one, not the app)
- Use a company email, not Gmail
- Go to claude.com/programs/startups
- Fill in the form with what you're building on Claude

Easiest trade I've made all year

Claude @claudeai
The Claude Startups program is expanding to more founders.

Members can get a year of Claude Team, API credits, special offers on the tools a startup runs on, and office hours with Anthropic’s Applied AI team.

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Kyzo Says One Hits $2M ARR Within Five Hours of Launch

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Developer kyzo says the new product One, a unified inbox and voice interface for talking with AI agents, reached $2 million in annual recurring revenue within five hours. The post links to a promotional video.

kyzo @ky__zo ·Oct 6, 2026 ·♥ liked · 🔖 bookmarked

Original post · 1 min read

we’ve hit $2m ARR in 5 hours

not a joke btw

kyzo @ky__zo
meet One, the new way for talking with your agents

• see questions from your agents in one inbox
• talk to those agents with your voice
• reply from your iPhone, even to cloud ones

most joyous product I've built so far.
enjoy!!!

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Airbnb Defends Review Removals Amid Host Deletion Controversy

Pieter Levels criticizes Airbnb's review policy after the company stated that hosts cannot delete reviews, while hundreds of guests report removed reviews. He argues that removing reviews on host request undermines trust in the platform's ratings.

@levelsio @levelsio ·Oct 6, 2026 ·♥ liked

Original post · 1 min read

Airbnb just responded to "reviewgate"

The replies here are literally hundreds of people who got their reviews removed directly contradicting what Airbnb says here

The "policy" they have seems to be to remove a guest's review and rating whenever a host asks for it

I don't get why they don't just fix this? Everyone would love to see Airbnb have honest reviews and ratings you can trust

Short term you might get more bookings if everything is a 4.5 or 4.99 but long term people discover it means nothing and they can't trust your platform and they leave elsewhere

I think they're in some internal gridlock by MBAs who want to see revenue go up, not realizing that they're destroying a company

I hope they fix it!

Airbnb Help @AirbnbHelp
We remove reviews that violate our policies, and hosts can't delete them. Only guests who actually booked the stay can leave one.

Ratings on Airbnb skew high partly because we remove listings that fall short of guest expectations. twitter.com/levelsio/status/2107055382459732293

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Solo Developer Grows Mon.ai to $35K Monthly Through Creator Partnership

Starter Story describes how German developer Flo grew his AI expense tracker Mon.ai from $300 to $35K monthly after partnering with a Colombian content creator on a profit-share deal. The post outlines the strategy and a partner-finding playbook.

Starter Story @starter_story ·Sep 30, 2026 ·♥ liked

Original post · 1 min read

This guy’s app was stuck at $300/month for 18 months. Then he partnered with ONE influencer and hit $35K/month in a year.

Meet Flo - a German solo dev who built Mon.ai, an AI-powered expense tracker. He spent a year and a half trying every distribution channel by himself. Barely made a few hundred bucks.

Then a Colombian content creator found his socials inside the app and reached out. They negotiated a deal: fixed monthly retainer + percentage of PROFITS (not revenue - that didn’t scale).

Only 3 videos a month. High quality, story-driven. That’s it.

The first video? Just a simple walkthrough. Within a week they 10x’d MRR. Within a month they were at $8K.

Then $13K. Then Apple invited them to WWDC together - that video did 1.7M views and added $5K MRR. Latest feature video pushed them past $35K.

Total growth: 10,000%.

Why it worked:

> Skin in the game. Profit share = he thinks like an owner, not a contractor
> Quality over quantity. 3 videos > 100 spammy TikToks
> Look OUTSIDE the US. The Colombian market was wide open
> Put your socials IN the app so creators can find you

Flo’s playbook for finding your own partner:

1. Align on lifestyle, tone, audience
2. Warm up the relationship (follow, comment, be real)
3. Reference a specific video in your outreach
4. Connect the dots to your product
5. Signal willingness to pay early, show them the ceiling

Takeaway: You probably don’t have a product problem. You most likely have a distribution problem.

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Valon Raises Series D, Doubles Valuation to $2.3 Billion

Valon announced a Series D round that doubled its valuation to $2.3 billion, backed by Ribbit Capital and a16z. Angela Strange says Valon now runs about one in six U.S. mortgages on its ValonOS platform.

angela strange @astrange ·Oct 5, 2026 ·♥ liked

Original post · 1 min read

Paraphrasing Jensen: "It's not AI that's your competition, it's your competitors adopting AI faster than you". For those who thought mortgage would never modernize -- Valon has now contracted 1 in 6 mortgages in this $13T industry onto ValonOS.

Linda Du @xlindadu
So excited to announce that @Valon has raised a Series D, doubling our valuation to $2.3B 📷

I’m incredibly proud of our team and grateful to our customers and partners. Huge thank you to @RibbitCapital @a16z and everyone who continue to support us!

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Noah Kagan Launches Free Rhinovoice Dictation Alternative to Wispr Flow

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Noah Kagan says he made a free Wispr Flow alternative for Apple silicon Macs, offering unlimited use the first week then 2,000 words weekly, or $20 once for unlimited. He plans to share pricing experiment results in 30 days.

Noah Kagan @noahkagan ·Oct 7, 2026 ·♥ liked

Original post · 1 min read

I made my Wispr Flow alternative free.

Free: unlimited your first week, then 2,000 words a week forever.

Want unlimited? $20 once.

Wispr Flow is $15/month, and your voice goes to their servers.

Dictation shouldn't cost $180 a year.

Experiment: does free sell more than $20? I'll share the numbers in 30 days.

rhinovoice.app (Apple silicon Macs) 👈

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Instinct Raises $1 Billion at $10 Billion Valuation With 14 Staff

Sheel Mohnot reports that personal AI assistant Instinct raised $1 billion at a $10 billion valuation from Benchmark, Sequoia and Coatue, with 14 employees. Most new funds will go to compute, which CEO Noah Shinn spends 40% of his time acquiring, and the company is reportedly growing 10% a day.

Sheel Mohnot @pitdesi ·Sep 28, 2026 ·♥ liked

Original post · 1 min read

Instinct raised $1B at a $10B valuation, from Benchmark, Sequoia, Coatue

They have 14 employees.

Most of the new money will go toward compute, which CEO Noah spends 40% of his time acquiring.

They are growing 10% a day, had $1B of transaction volume, 50% of which is travel

Sheel Mohnot @pitdesi
Instinct looking to raise $1B, potentially at a $10B valuation.

Compute costs are high and Noah doesn’t want to charge users for the product.

Instinct has raised $350M to date, mostly uses open source models and wants to own chips and data centers

theinformation.com/articles/personal-ai-app-in…

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Mark Pincus Says Consumer Is Uninvestable, Urges Founders to Pursue It

Mark Pincus, quoted by Sam Parr, argues that mature markets such as video games look dead to VCs yet hold large revenue pools. He says consumer is uninvestable today, much as games were in 2007, and urges founders to build there anyway.

mark pincus @markpinc ·Oct 4, 2026 ·♥ liked

Original post · 1 min read

We are living in a mirror in time of 2007. Go for it!

Sam Parr @thesamparr
On My First Million, Mark Pincus laid out the whole Zynga thesis. Find a mature market that's dead and played out, that VCs won't touch, but that still has a lot of money in it.

For him that was video games. In 2007 it was a $23b industry, barely growing, not fundable. Today it's $283b and still not fundable. His line: we're living in 2007 again, consumer isn't investable, so go do consumer.

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Clay Targets $240 Million ARR This Year and Doubling Next Year

Clay CEO Kareem Amin says the company is targeting $240 million in annual recurring revenue this year, expects to double next year, serves almost 18,000 customers, and plans to evolve its product into an agent that suggests the next best action to grow.

Tanay Jaipuria @tanayj ·Sep 30, 2026 ·♥ liked

Original post · 1 min read

Clay CEO Kareem Amin on state of their business:

- targeting $240M ARR this year, doubling next year
- almost 18,000 customers
- goal is to evolve product an agent that outputs "next best action to grow"

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Noah Kagan Analyzes $46 Million in AppSumo Software Sales

Noah Kagan reviews $46 million of AppSumo software sales, finding customer acquisition tools lead at 36%, AI content tools at 23% and infrastructure declining. He advises founders to sell outcomes, deliver results for customers, and charge for usage when products consume tokens.

Noah Kagan @noahkagan ·Sep 30, 2026 ·♥ liked

Original post · 1 min read

I looked at $46M of software sales on AppSumo.

Everyone says software is dead.🪦 It's not.

What's popular in software today:

36% Get me customers (outbound, SEO, social)
23% Make the stuff for me (AI writing, voice, video)
12% AI agents and app builders
11% Run my business (calendar, CRM)
6% Infrastructure (email, hosting, backend)

AI content tools more than doubled in a year.

Infrastructure is on the decline.

Software isn't dead. Software you have to manage is.

If you're building today:

1- Sell the outcome. "10 booked calls" beats "outreach platform."
2- Get people customers or do the work for them. Nothing in between.
3- If your product burns tokens, charge for usage.

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Startups & Products5/10

Kyzo Introduces One, a Voice-Enabled Inbox for Talking With Agents

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Kyzo introduces One, a product that gathers agent questions in a single inbox, lets users talk to agents by voice and supports replies from an iPhone, including to cloud agents. The post is a product announcement video.

kyzo @ky__zo ·Oct 6, 2026 ·♥ liked · 🔖 bookmarked

Original post · 1 min read

meet One, the new way for talking with your agents

• see questions from your agents in one inbox
• talk to those agents with your voice
• reply from your iPhone, even to cloud ones

most joyous product I've built so far.
enjoy!!!

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Patrick O'Shaughnessy Interviews Instinct Founder Noah Shinn

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Patrick O'Shaughnessy shares a podcast conversation with Noah Shinn, founder of invite-only personal AI assistant Instinct, which is growing about 10% a day with no marketing spend. Topics include the absence of an app, compute purchasing, trust, safety, agent coordination and the business model.

Patrick OShaughnessy @patrick_oshag ·Sep 28, 2026 ·♥ liked

Original post · 1 min read

My conversation with Noah Shinn (@noahrshinn), founder of Instinct.

Noah is building a personal AI assistant. It's still invite only, has spent nothing on marketing, and is growing roughly 10% A DAY.

This is his first long conversation about the company.

We discuss:
- Why Instinct doesn't have an app
- Buying compute months ahead of exponential demand
- How users learn to trust it with a credit card
- Safety and security
- Agents coordinating with other people's agents
- Instinct's business model
- Apps built on consumer inertia
- and more

Enjoy!

Timestamps:
0:00 Intro
4:11 What people are using AI agents for
15:07 Rethinking travel, reservations, and the internet
22:43 Trust, privacy, and personal data
27:50 The business model behind Instinct
38:04 How existing businesses will adapt
47:55 Designing a personal assistant people love
53:15 Growth, compute, and competing with Big Tech
1:11:44 What’s next for Instinct and personal AI

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Adam Neumann's Flow Valued at 5x Former WeWork Sale Price

Aakash Gupta details Adam Neumann's career, including over $700 million in cashed-out stock before WeWork's IPO collapse, and a 2022 $350 million a16z investment in his residential startup Flow, now valued at $2.5 billion. He notes WeWork sold to Yardi for $450 million.

Aakash Gupta @aakashgupta ·Sep 29, 2026 ·♥ liked

Original post · 1 min read

Adam Neumann ran a $47 billion company barefoot, got fired, watched it go bankrupt, and his new startup is now worth 5x what all of WeWork sold for. The shoes joke is a victory lap.

He cashed out over $700 million in stock sales and loans before WeWork ever filed to go public. When the IPO imploded, employee equity got crushed. His money was already out.

Then came the round nobody could believe. In 2022, a16z handed him $350 million for Flow, a residential real estate startup that hadn't even launched, at a $1 billion valuation. It was the largest single check the firm had ever written. Marc Andreessen's logic was that almost nobody alive has built a real estate brand from nothing, and Neumann had.

Last year Flow raised another $100 million and change at $2.5 billion.

WeWork, meanwhile, filed for bankruptcy in 2023 and got picked up by Yardi for $450 million. Neumann's new apartment company is worth five and a half times what the entire old one sold for.

The lesson buried in a five-word shitpost is what venture actually prices. Neumann vaporized $47 billion of paper value and kept the only skill the money cares about, the ability to make people believe. Three years later the market repriced him at $2.5 billion.

Adam Neumann @AdamNeumann
has anyone seen my shoes

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Instinct Grows 10% Daily Without Marketing, Founder Noah Shinn Says

Rahul Mathur highlights a conversation between Patrick O'Shaughnessy and Noah Shinn, founder of invite-only personal AI assistant Instinct. Mathur cites $1 billion in annualized booking value, 50% of volume in travel, and daily growth of about 10% with no marketing.

Rahul Mathur @Rahul_J_Mathur ·Sep 29, 2026 ·♥ liked

Original post · 1 min read

Instinct has insane traction:

- $1bn of booking value (annualized)
- 50% of txn volume is Travel
- 40% users give CC data in 3 weeks
- Growing 10% daily (nil marketing)

23 yr old founder Noah spends 40% of his time procuring compute

The highlight is Noah's clarity on the path forward i.e. users shouldn't develop a parasocial relationship, A2A comms between Instinct agents to plan activities & keeping the agent free for 1bn+ people 🤯

This is a must-listen conversation on the future of personal agents & consumer AI

Excellent QnA by Patrick!

Patrick OShaughnessy @patrick_oshag
My conversation with Noah Shinn (@noahrshinn), founder of Instinct.

Noah is building a personal AI assistant. It's still invite only, has spent nothing on marketing, and is growing roughly 10% A DAY.

This is his first long conversation about the company.

We discuss:
- Why Instinct doesn't have an app
- Buying compute months ahead of exponential demand
- How users learn to trust it with a credit card
- Safety and security
- Agents coordinating with other people's agents
- Instinct's business model
- Apps built on consumer inertia
- and more

Enjoy!

Timestamps:
0:00 Intro
4:11 What people ar…

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Paul Graham Sees Several Startup Opportunities in Bot Detection

Paul Graham says the rise of AI agent swarms creates multiple startup ideas, including filtering out agents and welcoming them in an orderly way, in response to Nikita Bier's warning about bot detection and human verification.

Paul Graham @paulg ·Sep 24, 2026 ·♥ liked

Original post · 1 min read

This is a big enough problem that there's not just one startup idea here, but several. For example, there will probably be one variant meant to filter out agents, but another meant to welcome them in an orderly way. This also seems an idea you could build more on.

Nikita Bier @nikitabier
Bot detection & human verification will be one of the most urgent demands for businesses over the coming years. Agent swarms will suffocate every website and form; small companies and government websites are most vulnerable.

There is a huge gap in the market for this right now. When we looked at what offerings were in the market to use at X, there was not a single company that brought together all the latest technologies so we had to do it all in-house.

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nytimes.comCould A.I. Safety Risks Derail the Sector’s I.P.O. Prospects?Big liability questions lie ahead for the artificial intelligence labs Anthropic and OpenAI as they push ahead with plans to go public.

Instinct, AI Assistant, Valued at $10 Billion in New Funding

Andrew Ross Sorkin reports in DealBook that Instinct, an AI assistant, is now worth $10 billion after raising $1 billion from Benchmark, Sequoia and Coatue, with 14 employees. The post links to a separate NYT piece on whether AI safety risks could derail OpenAI and Anthropic IPO plans.

Andrew Ross Sorkin @andrewrsorkin ·Sep 28, 2026 ·♥ liked

Original post · 1 min read

Scoop in @dealbook : Instinct, the hot AI assistant, is now worth $10 billion! With only 14 employees. It raised $1 billion from @benchmark, @sequoia and @coatuemgmt.

nytimes.com/2026/09/28/business/dealbook/ai-sa…

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Notion Executive Envisions Agents as Main Knowledge Counterparties

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Akshay Kothari of Notion shares a clip from Stripe's Patrick Collison and says Notion is planning for a world where AI agents are the main users of its product. He says the company's house view is that most knowledge exchange will occur between agents within about three years.

Akshay Kothari @akothari ·Sep 29, 2026 ·♥ liked

Original post · 1 min read

This clip from Patrick/Stripe is so good, and also eerily similar to what we’re experiencing inside Notion.

So much so that if you replaced the following words:
Stripe → Notion
transactions → knowledge
transact → collaborate
you’d basically get our POV!

“We’re thinking about: how are all the agents and the Claude Code instances going to use Notion directly themselves, right? Both the Notion product, and just how will they collaborate more broadly?

And so we’re thinking a lot about a world where, for most knowledge, agents are the counterparties on both sides. How does an agent sign up for Notion? How does an agent use Notion? Is MCP enough? What should the Notion CLI do? How do we make sure that everything in Notion can be orchestrated and conducted from the CLI, or in some other way that is accessible to agents? How will agents collaborate with each other? What surface will they use?

The Notion house view is that most knowledge will be between agents within, call it, three years.
It may not be the case that most of the knowledge volume is directly between agents, but I’ll be sort of surprised if there isn’t just a whirling vortex of reasonably small agent-to-agent collaboration.”

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