Hylo closed a $1M strategic funding round led by @SolanaVentures with participation from @colosseum. This marks Solana Ventures' 2nd and Colosseum's 3rd investment in Hylo, reflecting their continued conviction in our vision to scale leverage and yield infrastructure on Solana.

Supercharge your @NVIDIAAI Nemotron experience with Hermes Agent.

The B stands for BILLION Where were you for the first $1B? 👀

Hermes Agent Spotted 👀👀

It was a blast indeed! Great to meet so many new people interested in compute and hang out with our friend @ani_pai on the eve of their “big secret news for nous” that turned out be a $1.5B series B round led by @robotventures.🚀 I should’ve taken a free t-shirt in hindsight! 😭

We had a blast hosting our first Compute Trading Happy Hour with @silicondata & @computeexchange! Great to see so much enthusiasm and energy around establishing compute as its own asset class. Stay tuned for the next one.

Introducing: The Challenger Series - S1 To start, we are allocating 12.5% of net fees to weekly reward pools for leagues Gold -> Challenger! What's new 👇

🔍What gives you conviction before an idea becomes consensus? With a background in public credit investment, I’m SO used to having financial statements, operating histories, and an existing business to evaluate. Listening to @ani_pai last week, in a conversation moderated by @LBarberis, I was curious about what gave Ani the conviction to back ideas when so little of that evidence exists. Three comments stayed with me: 💡“You’d be surprised at how often very talented people make something work.” The Praxis story clearly proved that! Before there was a city, there was a team bringing people from very different fields together around the idea. It made me think about how much you can learn from who chooses to join a founder and why they stay. 💡“Now companies have to work to prove their value to then be able to launch a token.” The Hyperliquid discussion gave me a different way to think about crypto. Dismissing ICOs because of past failures could mean possibly overlooking an existing business using a token to provide liquidity. Ani also discussed how product quality and incentives helped attract users. What people value about the product, and how much their participation depends on the rewards? That seems like a better starting point for conviction than the token price alone. 💡“You have to be right about the space, the timing of the space and then the timing of the company.” This was my favorite! Ani spoke openly about being too optimistic and expecting things to happen sooner than they did. It’s easy to feel validated when a sector takes off. Whether your particular investment works out is still a separate question. Shoutout to Ani and Lorenzo again for such a candid conversation! 🎥 Watch the full conversation on Venture Math: piped.video/watch?v=PQOJ0_9N…

We're incredibly excited for the launch of @CatalystLabsX as they build the intent layer for all of finance. You can now turn your ideas into winning strategies at lightspeed. Proud to be on this journey with them.

There are many “AI forecasting” companies Very few who are live Many VCs who raised money for themselves claiming to do this with little to show Only a few who will make money for you

Excited to introduce Onyx and announce our $8M seed round led by Dimension to build a virtual immune system! Onyx has always been a story of connection. The first connection was to my cofounder @amlakhan, a deeply curious technologist who I’ve been fortunate to call a friend for 19 years now. I've always said that working together was a cornerstone of starting Onyx, and it truly has been one of the best decisions I've ever made. Connection is also at the heart of what Onyx does. We believe AI is key to making biological complexity tractable, ultimately transforming life sciences into an engineering discipline. But that requires the right data. AI performance compounds with context, and richer biological context comes from more connected data. In biology, such context is often missing: molecular data, clinical history, and change over time are typically captured in isolated fragments. Onyx provides the substrate that connects them, pairing genomics, transcriptomics, proteomics, and metabolomics with rich clinical histories. By studying these layers together in people over time, our data platform traces how real human biology changes in response to infection, inflammation, and treatment. Seeing how these trajectories differ across people brings us closer to understanding what drives disease—and to developing precision medicines that work better for real people. Yet connecting data is only possible because of the people who have connected with our mission. Nearly a thousand members have already joined our research studies. They are more than research participants: they are difference-makers transforming how we understand some of humanity’s most complex and chronic diseases. I always say that our work is for people, but the truth is that people make our work possible. That connection comes full circle, and at Onyx, people will always come first. Finally, as we raised our oversubscribed round, we sought more than just business partners. We wanted investors we felt a true connection to—not merely sources of capital, but co-conspirators in creating meaningful change. To that end, we feel incredibly fortunate to have joined forces with @_DimensionCap, @haystackvc, @refactor, @standard_vc, @robotventures, and many more. Now back to building!

Advancing our mission to deliver ubiquitous powerful agents to everyone, Hermes Agent is on the new ASUS ProArt RTX Spark PCs: MuseTree and ComfyUI integrations plus local model support on up to 128 GB of unified memory. A complete creative stack that runs on your own machine.

🚨BREAKING: Nous Research just raised $90M at a $1.5B valuation HERMES WON

As reported in the @WSJ, we have raised a Series B to bring Hermes Agent to new frontiers (and, yes, build a mobile app) Thank you to our investors including @nvidia @M12vc @SamsungNext @robotventures @usv @ycombinator @MenloVentures, among others wsj.com/pro/venture-capital/…

btw, Nous Research started as a few people doing independent AI research on a discord server. a good reminder that you can just do things. I had the chance to talk with @Teknium way before Nous got this big or Hermes agent was a thing. amazing guy. well deserved 👏🏻

Friendly reminder that Hermes was never built or intended to be exclusively for the "personal assistant" agent that can just read your emails and nothing else. I fully intend and have plainly stated many times that I always built hermes to be the most powerful AI Agent. "Normie" consumers can leverage that and we do what we can to make it an experience they can approach (the mobile app will be almost exclusively focused on consumer) - but they are not our only demographic. I want the scientists, the cybersecurity engineers, the developers, the knowledge workers, the creatives, and everyone else to be able to have an agent that they can leverage that is maximally useful to them too. Not just your mom. (She called btw you need to make your bed)

Huge congratulations to @NousResearch and team @dillonrolnick @Teknium @karan4d @theemozilla @gradyacc and many others on closing their $90M Series B at a $1.5B valuation. @Delphi_Ventures co-led their seed round, doubled down in their Series A, and participated again here. This marks us tripling down on Nous. Following Nous' journey over the past few years has recalibrated my view of top tier founders The team has always been months to years ahead at every juncture. They did synthetic model evaluations years before people got sick of benchmark maxing, distributed training runs before it was interesting, YARN to massively increase context length back when you couldn't dump endless text into LLMs and millions of downloads for their fine tuned Hermes Models. There were also a lot of fun projects along the way like WorldSim (massive world simulation) and FORGE. Fast forward to today and there are 24M+ downloads of Hermes Agent since February, #1 among apps on OpenRouter by daily token usage, and 250,000+ GitHub stars along with just mass virality. The Nous team estimates Hermes drives approximately 2.5% of all global token usage. Nous has created two things that I think are both foundational and sticky First, Nous created a religion and an authentic cult like following. They achieved this through grassroots interest and involvement from their community and users, and by actually embracing them. A recurring example is Teknium replying to users at all hours of the day, working with them and integrating their pull requests into Hermes agent. The project’s ethos is open source and against a totalitarian end state where a room full of folks controls AI and reality itself, and that resonates globally. The second reason is that Hermes agent unlocks a fundamental new spot on the AI optimization frontier as the open source non lab owned option. Every major competitor is owned by an AI lab (Muse owned by Meta, OpenClaw by OpenAI, Grok by SpaceX, Instinct which is closed source). With Hermes Agent you own everything you create around an AI model so you have that as a long term evolving asset (Business or personal) instead of getting IP farmed Also with Hermes agent you can drive differentiated outcomes versus using the same model as everyone else. Individuals and businesses have a comprehensive set of owned depth around the model (Evaluations, memory, interactions, data, private IP, variety of open or closed or fine tuned models, and more). This lends itself to an AI agent that grows with you that you own for life. Both @satyanadella and @PalantirTech’s have shared this view that corporations don’t want to give away their IP anymore and be farmed. They want to own it as an asset. I’ve shared my full thesis on this concept of owning vs renting your intelligence here: nitter.siddz.com/Shaughnessy119/status/… Hermes Agent is not just a random spark, it’s the result of a team that has spent years building products, building systems and being fully enveloped in the AI world. The thousands of micro decisions and the culmination of the team led to Hermes Agent. So what comes next? When you have tens of millions of users already, they can become the champions within a business to bring their Hermes build to all employees of a company. They can start sharing skills, interactions, interop, data and more and build something truly multiplayer for enterprise. Having Nvidia, Microsoft and Samsung as investors doubles as enabling them to be extremely smart in potentially onboarding a massive enterprise user base to Hermes Enterprise. This isn't just private businesses using Hermes internally; it's Fortune 500 companies who can offer customized and unique agents to their customers and users built on Hermes Enterprise. Hermes' agent was not built to be a casual or fleeting personal agent and this lends itself to a larger business expansion. As Teknium shared “I fully intend and have plainly stated many times that I always built hermes to be the most powerful AI Agent. "Normie" consumers can leverage that and we do what we can to make it an experience they can approach (the mobile app will be almost exclusively focused on consumer) - but they are not our only demographic. I want the scientists, the cybersecurity engineers, the developers, the knowledge workers, the creatives, and everyone else to be able to have an agent that they can leverage that is maximally useful to them too.…” Nous has captured the hearts and minds of the smartest user base on earth and that's the wedge. Nous is building for a future where you have sovereignty over your AI stack. They are the center of gravity for Open source AI developers, users, investors and supporters. The AI discussion has been dominated by fear mongering driven by centralized labs to obtain a regulatory moat. This is very obvious. The safest path in my opinion is open source and acceleration. An entire world of agents pressure testing, building and dealing with each other aligned to the individual vs aligned to a centralized team of decision makers at a lab. Nous is the answer. Nous has now raised $158M to date to execute this vision. Internally we have people who have built insane Hermes agent builds including @KSimback and @pierskicks. I have built an insanely deep Hermes build that takes in 40+ private and public data sources and finds me new founders to invest in, helps manage my liquid portfolio, and tracks my entire historical journey as a VC (past founders, deals, much more). A few fun content items through the years has been our AMA with Teknium and our Podcast with Jeff AMA: nitter.siddz.com/Shaughnessy119/status/… Podcast: members.delphidigital.io/med… Very excited for @robotventures (@tarunchitra and @rleshner) to lead the round alongside @nvidia @Microsoft @Samsung @usv (@fredwilson), @MenloVentures (@deedydas and team), @ycombinator and @1789Capital. Tarun is extremely deep on AI, inference (see his latest article) and open source and is the ideal lead investor in Nous. Also amped for the Hermes Mobile App Our goal at Delphi Ventures is to be the biggest supporters and investors of our portfolio companies. We are extremely excited for the future of Nous. wsj.com/pro/venture-capital/…

Thrilled to partner with @NousResearch @dillonrolnick @hbizira @Teknium at @M12vc ! Developers already know how powerful Hermes Agent is. Now we’re bringing that power to the enterprise! Exciting times ahead 🚀🚀🚀

So happy to support @dillonrolnick and @NousResearch They are pioneers in agent experiences, open to all. An AI that learns and dreams about There’s room for players who play different games with a massive prize for each winner Happy to be one of the corporate investors along with Microsoft and Nvidia to support their journey

🚨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.