Patrick Chase retweeted
Congratulations to @jakeserval, Alex McLeod, @TatianaBirgisso, and the entire @getserval team on raising a $150M Series C at a $3B valuation, their third round in 12 months. We’re honored to have backed this team since their Series A.
Legacy IT service management tools track people still do the actual work of resolving them. Serval’s AI agents build the automations behind employee support, then resolve requests against them instantly. IT, HR, finance, and legal teams can automate their own work inside one governed platform that plugs into the systems they already use. Jake and the team bring a proven record of execution from Verkada and have attracted top engineers from Semgrep, Meta, and Uber.
Their approach is resonating with some of the most demanding companies around, including Live Nation, Notion, Ramp, and Lucid Motors. Serval has doubled ARR every quarter since its Series B and recently onboarded two Fortune 20 customers to deploy automations across their entire organizations.
We’re excited to be along for the ride as Jake, Alex, Tatiana, and the team build the platform enterprises run on. 🎉
Legacy IT service management tools track people still do the actual work of resolving them. Serval’s AI agents build the automations behind employee support, then resolve requests against them instantly. IT, HR, finance, and legal teams can automate their own work inside one governed platform that plugs into the systems they already use. Jake and the team bring a proven record of execution from Verkada and have attracted top engineers from Semgrep, Meta, and Uber.
Their approach is resonating with some of the most demanding companies around, including Live Nation, Notion, Ramp, and Lucid Motors. Serval has doubled ARR every quarter since its Series B and recently onboarded two Fortune 20 customers to deploy automations across their entire organizations.
We’re excited to be along for the ride as Jake, Alex, Tatiana, and the team build the platform enterprises run on. 🎉
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Jake once told me that Serval doesn’t have open roles. Instead, they have names of people they want to hire. Specific people they know will raise the bar, and they go get them wherever they are in the world, Ocean’s 11 style.
(I like to picture Jake and Alex staring into the distance like Danny to Rusty: “You think we need one more? All right, we’ll get one more.”)
Over the last two years @jakeserval, @AlexAtServal, and @TatianaBirgisso have hired the best of the best across every domain like @AlanaOG_, Brad, @ChristneKim, Matt and many more.
Serval has insane pmf (doubling every quarter since the Series B) and broken into enterprise at incredible pace with customers like Fox, WPP, Live Nation, and Ramp, but what has always stood out to me is the people. The speed and quality of hiring and the relentless execution that follows.
Huge congrats to the entire @getserval team on the $150M Series C. Grateful to be along for the ride and excited to keep doubling down.
If you want to join a rocket ship ⬇️
(I like to picture Jake and Alex staring into the distance like Danny to Rusty: “You think we need one more? All right, we’ll get one more.”)
Over the last two years @jakeserval, @AlexAtServal, and @TatianaBirgisso have hired the best of the best across every domain like @AlanaOG_, Brad, @ChristneKim, Matt and many more.
Serval has insane pmf (doubling every quarter since the Series B) and broken into enterprise at incredible pace with customers like Fox, WPP, Live Nation, and Ramp, but what has always stood out to me is the people. The speed and quality of hiring and the relentless execution that follows.
Huge congrats to the entire @getserval team on the $150M Series C. Grateful to be along for the ride and excited to keep doubling down.
If you want to join a rocket ship ⬇️
We raised a $150M Series C at a $3B valuation, led by @sequoia. Our third round in 12 months, bringing our total funding to $277M.
Our team has grown 10x in the last 12 months. We now serve Fox Corporation, WPP, Live Nation, Lucid Motors, and Ramp, and many of them are fully rms with @getserval.
AI coding tools have transformed how engineers work. Serval brings that same power to every team, so anyone can build governed automations across the systems they already use.
We’re hiring 500+ people over the next year and expanding in San Francisco, NYC, London, Austin, and beyond.
If you’re down to take on legacy enterprise systems and transform how teams work, my cofounder @AlexAtServal and I would love to meet you.
It’s Serval now.
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So awesome to have the legendary @bernhardsson on Unsupervised Learning with @jacobeffron!
I’ve been fortunate to learn a ton from Erik over the last 3+ years and this convo was no different.
I’ve been fortunate to learn a ton from Erik over the last 3+ years and this convo was no different.
Is the compute market still the Wild West? What will happen to GPU prices over the next few years? And how will the inference market evolve?
@bernhardsson, co-founder and CEO of @Redpoint portfolio company @modal, was the perfect person to discuss this and more. Modal has un rate and recently raised $750M at a $15.75B valuation.
A few takeaways from my conversation with Erik, alongside @patrickachase:
▪️ Why compute won’t become a commodity
GPU capacity varies in disk, networking, location, and especially reliability. That variation makes a true exchange hard to build, so much of the market still runs on late-night WhatsApp groups and hallway deals at events like GTC. Erik expects it to get somewhat more efficient over time, but to stay structurally messy.
▪️ NeoClouds, NeoLabs, and the cost of capital
Erik disagrees with the idea that NeoClouds are going to die, and he sees them as sound businesses built on leasing hard assets against locked-in contracts. Their real disadvantage is cost of capital, which is why the successful hyperscalers all sit inside cash-rich public companies. NeoLabs carry a different risk. GPU deals often require only about 30% upfront, so a lab that raises $1B can commit to far more compute than it can pay for today. If funding tightens, Erik expects some NeoLabs to resell capacity and start to look more like NeoClouds.
▪️ Where durable advantage lives in inference
Erik sees pure token serving as a race to the bottom, with routers already commoditizing the underlying providers. Better kernels and smarter KV caching still matter, but those techniques spread quickly. He believes the more durable edge comes from offering a cluster of adjacent building blocks.
▪️ Who is actually adopting coding agents
Erik expected junior engineers to adopt agents first, but he has seen the opposite. For senior engineers, agents are like having 10 interns. Give one a full POSIX test suite and it can write a new file system in three days. He also sees training data creating a new kind of incumbency in software, with developers defaulting to frameworks like React because agents already know them well.
▪️ Why GPU prices may go up
Erik changed his mind on this 48 hours before we recorded. After reading Anthropic’s S1, he concluded that the largest buyers of compute are financially strong enough to keep acquiring capacity, which points to higher prices over the next 12 months.
Full Unsupervised Learning Episode 👇
0:00 Intro
1:26 The Compute Market Today
5:16 Modal’s Path to LLM Inference
10:02 Building the Hard Infrastructure
12:32 Unsolved Problems in Inference
16:07 Chips & Model Sizes
21:21 What Wins in Inference
24:56 Prioritizing a Multi-Product Roadmap
30:20 Agents as Modal’s Users
33:19 The Next Big Bet After Sandboxes
38:58 Robotics & Multimodal Inference
41:04 Scaling From $2M to $1B
42:51 NeoClouds & NeoLabs
48:15 RL as a Service
51:40 Quickfire
YouTube: youtu.be/HJDekXH-h5c
Spotify: bit.ly/4dZ0O4e
Apple: bit.ly/4inZJnE
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Huge congrats to @barrald, @crcolgrove, @glen_taka and the entire @hexanalytics team on some incredible milestones!!
Hex 4.0 is 🤯. A fundamental rethinking of how analytics should work for the era of agents, built on the idea that everything is code.
We've seen this code-native approach transform other domains, and I'm excited to see what it unlocks for analytics!
Hex 4.0 is 🤯. A fundamental rethinking of how analytics should work for the era of agents, built on the idea that everything is code.
We've seen this code-native approach transform other domains, and I'm excited to see what it unlocks for analytics!
In May, we had just closed our best quarter ever – and of course decided to re-build @hexanalytics from scratch.
Today we're announcing two things: Hex 4.0, the first analytics platform truly built for agents; and a $100m fundraise at a $1.2B valuation, led by @peakxvpartners
The world is changing fast, and we're not slowing down! Read more here:
hex.tech/blog/hex-new-e…
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When I first visited Modal’s NYC office, I asked an engineer who had just joined why he chose Modal. His response was “Because it’s a monastery of supernerds.”
Talent density has been Modal’s superpower from day one. Erik and Akshat have assembled one of the strongest technical teams I’ve ever seen, with an obsession for developer experience, first-principles thinking, and solving hard infrastructure problems.
Fast forward three years and Modal has hit some incredible milestones:
* Crossed $1B run rate
* Grown 15x in the past year
* Raised a $750M Series D at a $15.75B valuation
AI is fundamentally changing how applications consume compute. The primitives Modal has built, from inference to sandboxes to training, are becoming the foundation for a new generation of AI applications. Jev, which served 1T tokens on Modal in its first three days, is just one example of what’s possible.
Huge congrats to @bernhardsson, @akshat_b, and the entire @modal team and grateful for your continued partnership!
Talent density has been Modal’s superpower from day one. Erik and Akshat have assembled one of the strongest technical teams I’ve ever seen, with an obsession for developer experience, first-principles thinking, and solving hard infrastructure problems.
Fast forward three years and Modal has hit some incredible milestones:
* Crossed $1B run rate
* Grown 15x in the past year
* Raised a $750M Series D at a $15.75B valuation
AI is fundamentally changing how applications consume compute. The primitives Modal has built, from inference to sandboxes to training, are becoming the foundation for a new generation of AI applications. Jev, which served 1T tokens on Modal in its first three days, is just one example of what’s possible.
Huge congrats to @bernhardsson, @akshat_b, and the entire @modal team and grateful for your continued partnership!
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Patrick Chase retweeted
Dawn of a new era. Pull Requests are a thing of the past for @zeddotdev with Delta. The agentic SDLC of the future requires a new style of collaboration, where context lives right next to the code, so agents - and humans - have what they need to build.
zed.dev/blog/delta-pub…
zed.dev/blog/delta-pub…
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Patrick Chase retweeted
Love to see our customers winning!
Huge fan of @reductoai
Huge fan of @reductoai
I promise that we will do everything to:
- Make Reducto the best product in the industry
- Get it in the hands of all of the companies that need it
- Do anything and everything to make those companies successful
Momentum is increasing but we're at a fraction of our ambition
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Patrick Chase retweeted
We're expanding across Europe.
This summer we moved into a bigger Stockholm office, and today we're adding London.
We're hiring across GTM and engineering!
Read more: modal.com/blog/modal-eur…
This summer we moved into a bigger Stockholm office, and today we're adding London.
We're hiring across GTM and engineering!
Read more: modal.com/blog/modal-eur…
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Patrick Chase retweeted
Today we’re introducing Delta. Delta is a multiplayer environment for coding with agents and reviewing what they build, powered by DeltaDB.
The first invites to our private beta are going out now.
zed.dev/blog/introduci…
The first invites to our private beta are going out now.
zed.dev/blog/introduci…
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Patrick Chase retweeted
Managed private LLM endpoints, now available for everyone in @modal. Deploy in a few clicks with the UI or a few keystrokes with our CLI.
The coolest thing is that these are not black boxes – customers have full access to the code underneath.
The coolest thing is that these are not black boxes – customers have full access to the code underneath.
It is not too late to _actually_ own your inference.
Introducing: Modal Auto Endpoints.
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Patrick Chase retweeted
@Redpoint put out their #InfraRed100 list this morning. It lists 100 companies in cloud infrastructure who they believe are setting new benchmarks for reliability, scalability and security. These are the ones they are betting will set businesses up for success through a new paradigm of building applications. @getserval is on the list this year.
Redpoint's report behind the list is worth a read. Seventy-seven pages of analysis from the people who obsess over this topic every day. @patrickachase @loganbartlett
Redpoint's report behind the list is worth a read. Seventy-seven pages of analysis from the people who obsess over this topic every day. @patrickachase @loganbartlett
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When we first partnered with @bernhardsson and @akshat_b, they had a vision to rebuild cloud infrastructure from the ground up for AI.
Inference, sandboxes, training, RL, batch compute - the platform they set out to build is here. Companies like Doordash, Cognition, Scale, , and Physical Intelligence are trusting it, and multiple Modal products are reaching impressive scale.
What's stuck with me over the last few years is there's a Modal way of doing things. You feel their craft in the product, the developer experience, and the team they built.
Grateful to be on this journey with Erik, Akshat, and the entire Modal team and to continue supporting them alongside @SaiVC_ and @sraney 💚
Inference, sandboxes, training, RL, batch compute - the platform they set out to build is here. Companies like Doordash, Cognition, Scale, , and Physical Intelligence are trusting it, and multiple Modal products are reaching impressive scale.
What's stuck with me over the last few years is there's a Modal way of doing things. You feel their craft in the product, the developer experience, and the team they built.
Grateful to be on this journey with Erik, Akshat, and the entire Modal team and to continue supporting them alongside @SaiVC_ and @sraney 💚
We're honored to deepen our partnership with @modal and co-lead their $355M Series C!
When @bernhardsson and @akshat_b started Modal in 2021, they had conviction that building a truly great cloud for AI meant rebuilding the entire stack from the ground up. Five years later, that built the recommendation system behind Discover Weekly at Spotify. Akshat was an early engineer at Scale AI before joining Erik as co-founder and CTO. Together, they've assembled what one engineer affectionately calls "a monastery for super nerds" and it shows in the product.
Modal has become the high-performance cloud that serious AI teams reach for when they need to ship. We couldn't be more excited to continue backing them.
Huge congratulations to Erik, Akshat, and the entire Modal team!
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FDEs are uniquely suited to be founders.
@getserval announced an Serval Start: a two-year program for FDEs who want to be founders in the future.
This is a truly incredible opportunity to see enterprise AI agents up close, work with an exceptional team, and build out network Excited to be involved!
Apply here: serval.com/serval-start
@getserval announced an Serval Start: a two-year program for FDEs who want to be founders in the future.
This is a truly incredible opportunity to see enterprise AI agents up close, work with an exceptional team, and build out network Excited to be involved!
Apply here: serval.com/serval-start
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Patrick Chase retweeted
Parallel Agents just shipped. Mix and match any agent, run them all at once, and manage everything from a new Threads Sidebar. Claude Agent, Codex, Zed's agent, or anything on ACP. One window, across all your projects.
zed.dev/blog/parallel-…
zed.dev/blog/parallel-…
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"Talent is the only durable moat."
@jakeserval on how a motivated competitor with access to the latest AI tools can copy everything within a year. The only thing that compounds in a way that can't be replicated is the people you build with.
@jakeserval on how a motivated competitor with access to the latest AI tools can copy everything within a year. The only thing that compounds in a way that can't be replicated is the people you build with.
This week on Unsupervised Learning, @jacobeffron and I sat down with @jakeserval, co-founder & CEO of @getserval.
Serval is going directly after ServiceNow in ITSM and already working with companies like Notion, Clay, Abridge, Fox, Mercor, and Verkada.
We partnered with Servt’s stood out most over the last year is their speed of execution. We get into how they’re winning customers and talent so quickly, including:
▪️ Why building a system of record beats layering on top
▪️ The "mirror architecture" that lets Serval land enterprise customers
▪️ Why ITSM is more vulnerable to AI disruption than other verticals
▪️ The Future IT Stack when agents submit their own requests
▪️ The AI-native org chart
▪️ Why recruiting is the #1 job of every Serval employee
▪️ The Dream Team Draft: recruiting during hypergrowth
YouTube: youtu.be/Q0bxRANHjFY
Spotify: bit.ly/4m4PJRX
Apple: bit.ly/3POsYp8
0:00 Intro
1:25 What is Serval?
4:51 Early Doubts and Strategy
6:34 AI Tailwinds in ITSM
8:04 Competing with ServiceNow
9:41 Why ITSM Is Vulnerable
11:52 Automation via Codegen
16:27 Critical Guardrails
28:32 Internal Support Complexity
30:24 Hiring as the Moat
31:44 Dream Team Recruiting
33:49 Managers vs Super ICs
36:44 Junior Engineers and AI Native Workflows
43:13 Quickfire
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This week on Unsupervised Learning, @jacobeffron and I sat down with @jakeserval, co-founder & CEO of @getserval.
Serval is going directly after ServiceNow in ITSM and already working with companies like Notion, Clay, Abridge, Fox, Mercor, and Verkada.
We partnered with Servt’s stood out most over the last year is their speed of execution. We get into how they’re winning customers and talent so quickly, including:
▪️ Why building a system of record beats layering on top
▪️ The "mirror architecture" that lets Serval land enterprise customers
▪️ Why ITSM is more vulnerable to AI disruption than other verticals
▪️ The Future IT Stack when agents submit their own requests
▪️ The AI-native org chart
▪️ Why recruiting is the #1 job of every Serval employee
▪️ The Dream Team Draft: recruiting during hypergrowth
YouTube: youtu.be/Q0bxRANHjFY
Spotify: bit.ly/4m4PJRX
Apple: bit.ly/3POsYp8
0:00 Intro
1:25 What is Serval?
4:51 Early Doubts and Strategy
6:34 AI Tailwinds in ITSM
8:04 Competing with ServiceNow
9:41 Why ITSM Is Vulnerable
11:52 Automation via Codegen
16:27 Critical Guardrails
28:32 Internal Support Complexity
30:24 Hiring as the Moat
31:44 Dream Team Recruiting
33:49 Managers vs Super ICs
36:44 Junior Engineers and AI Native Workflows
43:13 Quickfire
Serval is going directly after ServiceNow in ITSM and already working with companies like Notion, Clay, Abridge, Fox, Mercor, and Verkada.
We partnered with Servt’s stood out most over the last year is their speed of execution. We get into how they’re winning customers and talent so quickly, including:
▪️ Why building a system of record beats layering on top
▪️ The "mirror architecture" that lets Serval land enterprise customers
▪️ Why ITSM is more vulnerable to AI disruption than other verticals
▪️ The Future IT Stack when agents submit their own requests
▪️ The AI-native org chart
▪️ Why recruiting is the #1 job of every Serval employee
▪️ The Dream Team Draft: recruiting during hypergrowth
YouTube: youtu.be/Q0bxRANHjFY
Spotify: bit.ly/4m4PJRX
Apple: bit.ly/3POsYp8
0:00 Intro
1:25 What is Serval?
4:51 Early Doubts and Strategy
6:34 AI Tailwinds in ITSM
8:04 Competing with ServiceNow
9:41 Why ITSM Is Vulnerable
11:52 Automation via Codegen
16:27 Critical Guardrails
28:32 Internal Support Complexity
30:24 Hiring as the Moat
31:44 Dream Team Recruiting
33:49 Managers vs Super ICs
36:44 Junior Engineers and AI Native Workflows
43:13 Quickfire
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