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Peter Fenton

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@peterfenton

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Peter Fenton Verified account @peterfenton
Aaron @ceo_clickhouse asks hard questions, cuts through the fluff, and—in my case at least—elevates the conversation. It’s part of what makes him such a great leader. A joy to join him at the @ClickHouseDB Berlin all-hands for the first episode of Real Time.
Aaron Katz Verified account @ceo_clickhouse 2d
Excited to launch Real Time, our new series at @ClickHouseDB. The idea is simple: real conversations with extraordinary people. First up: @peterfenton on nearly 30 years in venture, open source and the AI supercycle.
Full episode is live: youtube.com/watch?v=aKHsG1…
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Peter Fenton Verified account @peterfenton
A positive second derivative at this scale feels like magic 😊
Bret Taylor Verified account @btaylor Oct 30
Every quarter at Sierra, we celebrate the end of the quarter with Double Denim Day (or, as some like to call it, Canadian Tuxedo Day) 👖. This Q3, we needed a lot of denim to celebrate the most remarkable quarter in Sierra's 2.5 year history.

We added over $150M ARR this quarter, bringing our total ARR beyond $400M. Remarkably, we added more ARR in one quarter than we had all of last year.

The most exciting thing to me is that our pace is accelerating. It took us six months to double from $100M to $200M ARR, and only five months to double from $200M to $400M ARR.

@claybavor and I are grateful to our customers and proud of the entire Sierra team.
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Peter Fenton Verified account @peterfenton
Real flywheel kicking in for @ExaAILabs seeing them compound their lead in all the critical areas
Exa Verified account @ExaAILabs Oct 19
Introducing Exa 3.0: our largest ever improvement to search quality.

Exa is now #1 on every benchmark we tested, from public evals to verticals like coding and GTM intelligence.

It's the result of multiple research breakthroughs 🧵
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Peter Fenton Verified account @peterfenton
Such an inspiration to work with @moritz_stephan and the team @hone. They saw the gap between what AI can do and what organizations can put to work—and are closing it. The shift enables orgs to go from buying tokens to entrusting AI with meaningful, long-running work that delivers real value.
Moritz Stephan Verified account @moritz_stephan Oct 8
As intelligence becomes less of a bottleneck, the real challenge is making a business outcome well specified so that it can be automatically hill climbed.

At Hone, that means turning production traces into replayable multi-turn evals, building high fidelity simulations of messy real world environments, and getting systems to robustly learn from their own experience.

We’re a team of Thiel Fellows, Jane Street quants, published researchers, and early engineers from Cognition, Mercor, Decagon, and Ramp.

If you want to work on AI that owns real outcomes at real companies, send me a DM or check out our careers page below.

hone.com/careers/
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Peter Fenton Verified account @peterfenton
The rarest founder phenotype: the one who makes exceptional people bigger, not smaller. Aaron Katz @ceo_clickhouse has this gift more than almost anyone I've worked with — it's a big part of how ClickHouse became the ascendant juggernaut in data. This interview is a window into how he does it thetwentyminutevc.com/aaron-katz
www.thetwentyminutevc.com ClickHouse CEO, Aaron Katz: The AI Bubble Is Wrong | AI Margins Need to Improve | Revenue Concent... Aaron Katz discusses whether we're in an AI bubble, how agents will transform enterprise software, why open models are reshaping AI, and what it takes to build a durable billion-dollar company.