Company@X — 2026-06-04#

Signal of the Day#

Anthropic published internal data showing a concrete path to recursive self-improvement, revealing that its Mythos Preview model has achieved a 52x speedup over human engineers when optimizing AI training code, up from a ~3x speedup in May 2025. The model also demonstrated a 76% success rate on open-ended coding problems, pointing to rapidly compounding AI development velocity inside the lab.

Key Announcements#

OpenAI OpenAI is rolling out a vastly upgraded memory system and 2x more memory to ChatGPT Plus and Pro users in the US today. The update gives users greater visibility and granular control over retained context via a memory summary, ensuring ChatGPT tracks timelines and adapts automatically as user preferences and constraints change.

NVIDIA NVIDIA launched Nemotron 3 Ultra, a 550-billion-parameter Mixture-of-Experts (MoE) frontier model optimized specifically for long-running agentic tasks. Released on Hugging Face under the OpenMDW-1.1 license, the model features 55B active parameters, a 1M token context window, and significantly lowers inference costs for complex workflows by up to 30%.

Supabase Supabase closed a $500M Series F at a $10B valuation, fueled by massive AI-driven adoption where over 60% of new databases on the platform are now launched by AI tools. The company, which now supports nearly 10 million developers, structured the round to include a cashless secondary transaction for employees, complete with a 10-year exercise window on options.

Helion Energy Helion Energy secured a $465M Series G at a $15.5B valuation as it pushes toward commercializing the world’s first fusion power plant, Orion. After its Polaris prototype recently surpassed 150 million degrees Celsius running on deuterium-tritium fuel, the company is on track to deliver 50 megawatts of power directly to Microsoft data centers by 2028.

Flow Flow emerged from stealth to launch Flow v3, an Agentic Platform for Physical Engineering backed by Sequoia. By utilizing a “Systems Graph” that links requirements, CAD models, and physical simulations, Flow allows thousands of AI agents to asynchronously rerun analyses and rewrite reports alongside hardware engineers, significantly accelerating design cycles for autonomous vehicles and rockets.

a16z Andreessen Horowitz appointed Anne Neuberger as General Partner and Head of Global Affairs, alongside a firm-wide restructuring that rebrands Investor Relations to “Global Partnerships”. The strategic shift signals a new reality where venture capital must provide international market access and navigate digital sovereignty, supply chain resiliency, and complex government relations for growth-stage founders.

Also Noted#

• Google Cloud: Revealed the architecture for TPU 8t, which uses Managed Lustre 10T and TPUDirect Storage to eliminate data ingestion bottlenecks, delivering 10x faster storage access than prior generations.
• Waymo: Officially confirmed preparations are underway to launch the autonomous Waymo Driver for riders in London later this year.
• Cursor: Introduced interactive shareable canvases for building internal tools and dashboards, coupled with new context explorer reports detailing exact token usage by coding agents.
• Starcloud: Reached a $1B valuation just 17 months after Y Combinator’s Demo Day to build data centers in orbit, becoming the fastest YC company ever to hit unicorn status.
• Hugging Face: Added official TRL support for fine-tuning models directly on AI agent execution traces, coinciding with the launch of “SynthTraces,” a dataset of synthetic coding sessions.