Vine Ventures has opened many doors for Trajectory, congrats to the team, excited for bigger and bigger things!

Vine Ventures III.

Thanks to @n0w00j and the @trymelius team for cooking this up.

Today we’re announcing Vine Ventures Fund III: a $236M fund, above our $200M target.

Grateful to our LPs for trusting a young firm with ambitious goals, and to our founders for letting us be part of their story.

The full note is below. Onward. x.com/i/article/2119…

“I close with the following thought from my son.

I would be happy if I could come just with good news. The good news is this: When Moshe began his basic training—grueling, very difficult—he came home for Shabbos, Friday afternoon, after spending 36 hours ba'shetach, in the desert, with just dates to eat. They had marched for some 80, 90 kilometers, and they were carrying a very heavy load on their back, some 50, 60 kilos.

And his eyes were sunken and he was emaciated, and I said, 'Moshe, how is it that under that weight your knees don't buckle? How do you maintain the weight on your shoulders?'

He said, 'Abba'—my tzaddik said to me—'Abba, I have a patent. I developed a patent.'

'What's your patent, Moshe?'

He said, 'Simple. I add weight.'

I said, 'Nu, Moshe, I'm asking you a serious question.'

No, he said, 'Abba, I'm serious. I add weight. I add the hopes and prayers and dreams of my bubbas and zaides on my shoulders, and then I can bear any weight on my back.'

And he always used to say, 'Abba, if you ask me to sleep more and do less, remember what the Rebbe told Rav Steinsaltz.' Moshe learned in the Yeshiva Tichonit of Rav Steinsaltz.

Rav Steinsaltz told them that he went to the Rebbe, and he said, 'What should I delete from my schedule? I'm translating this, and I'm writing commentary on that, and I'm speaking and writing.' And the Rebbe said, 'Add more.'

Moshe said, 'If you tell me to delete something, Abba, I'm gonna add more.'

And so now I ask of all of the ambassadors in this room, your excellencies: add more. Add a little more.

You're carrying—you're carrying not only for yourselves. You're carrying not only for yourselves. And you're carrying not only for the Jews who aren't carrying yet enough of a backpack on their back. You're carrying for all the generations that have waited for this day, and that are now facing threats once again, as we have throughout our history.

And in order to confront the attempt to annihilate this vision of a better world—of a world that's led by the understanding and the knowledge of a Creator and an arbiter of destiny through a Mashiach—we need to add more to the weight that we carry on our shoulders.

Toda raba lachem."

Vercel has by far the best agent experience of any other infra 👏

"Why would you do anything where operations is the abitrage when you have complete access to omnipotence inside of a computer?"

Jeez @OrnnExchange what are they feeding u guys

What I'm seeing across the industry right now is that the biggest bottleneck to AI adoption isn't model capabilities. It's data infrastructure.

Today, we're expanding the Eon Data Foundation with the launch of Eon Yukon, a new serverless data engine purposely built to change resh, contextualized data to act.
Specialized models need a continuous feed of data and feedback to improve. Both are still served by a stack, an architecture, and methods built for dashboards:

-Spark and Flink clusters sized for peak, plus compaction jobs to keep tables usable.

-A pipeline and a copy for every consumer, staged bronze to silver to gold.

-Hand-written jobs, wired together by an orchestrator and kept alive by specialists.

The result: shipping data is complicated, risky, and expensive. While coding agents ship apps in hours, they rarely build or run data pipelines. The data is too volatile, and a mistake costs too much.

With Yukon, data moves from ingestion to processing to serving in one continuous flow, without the infrastructure and pipelines traditionally required to connect them.

Events become compacted, sorted, deduplicated Iceberg tables within seconds.

Real-time aggregations run inline, with fully managed state. Agents and applications can access fresh data with sub-millisecond latency through a Redis-compatible API or through our SQL and spark compatible query engine.

Beyond moving and serving data, Yukon makes it continuously understandable - Live column-level statistics, accessible through MCP, give agents visibility into the data. Built-in monitoring, sampling, and data minimization help teams maintain control.

At 1M events/sec and equal freshness, Yukon used 4x less compute than Spark and 7x less than Flink. The benchmark is public: run it yourself with Eon’s ingest-bench.

This is another major step toward our vision of an Autonomous Data Foundation for the AI era, built to both protect enterprise data and unlock its full potential.

Sequoia saying what those in the Bay Area have known for the last 5 years.

The only relevant cities for venture today are SF and TLV.

Mincha and AGI @DeanMeyerrr

Watch this one.

The one-year-old startup is now valued at $300 million.
spr.ly/6013BHvYGv

Imagine if everyone had the tools to shape intelligence itself. That day is today.

Today we launch the Trajectory platform - the easiest and most intuitive tool to post-train models of your own. The foundation for continual learning.

With just a few agent prompts, you get ve suite to train, eval, and deploy trillion parameter models.

On top of that, we believe in a future where you don’t just shape your model once, it also keeps learning on its own from the world around it.

We’re releasing two research previews.

1. Continual grading scales your taste, so your model learns what good looks like from far more than you could ever grade by hand.
2. GS1, a new algorithm that lets models learn directly from what they do in production.

We’ve now raised 60M, with a new round led by @Sequoia at a 300M valuation to democratize the most powerful technology of today - training models - so that the lawyers, doctors, and engineers of the world can own their own intelligence.

You know what good looks like, now go build it. Own your own value function with Trajectory.

Cyber benchmark provided by @arithmeticlabs1 @uri_rolls

Vine Ventures got into Eon and Wonderful early, two of the biggest startups founded since October 7.

Partner Eric Reiner says Israel is “so perfectly positioned for this next wave that it’s almost unfair.”

Read more: calcalistech.com/ctechnews/arti…

Tough crew.

Elite cyber hackers

Factory workers

Physical engineering data

Mom and pop shops

Just to name a few that we are investing behind

Amen!

I believe we'll look back at this past week as a turning point in cybersecurity.

AI is fundamentally changing the speed and scale of cyber threats, and the industry needs to move faster.

Today, @Eon_io_ is launching the Data Resilience Initiative, helping companies find and itive data immediately.

Eon is the only data protection company founded this decade, and the only one that can be deployed in a day.

That's why we feel a responsibility to act.

While the cybersecurity industry races to address these new threats, companies can't afford to wait to protect their most critical data.

Traditional data protection solutions were built for a different era.

They still rely on paradigms from the on-prem world, often taking months to deploy.
Eon was built differently.

We help companies quickly discover their most sensitive data, identify protection gaps, secure it with air-gapped backups, detect ransomware, and recover rapidly from attacks.

As part of the Data Resilience Initiative, any company can start deploying Eon today.

To remove barriers to getting protected, we're making Eon available at no cost for the first three months.

We're also calling on other cybersecurity and data protection companies to join the initiative.