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I build and scale AI-powered consumer products used by billions of people.
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Todd Sherman shared thisSome takeaways from Stripe's sessions with Nat Friedman & Daniel Gross: - We are in the singularity's slow phase. Progress only feels slow right now because humans are still in the R&D loop. Once AI can fully automate its own self-improvement without human bottlenecks (e.g. sleep), the pace of progress will ramp dramatically. - AI may be an disinflationary or inflationary force - we simple don't know yet. The disinflationary case is similar to China entering the global market in that AI will drastically drive down the cost of producing software, goods, and services. - We have entered the golden age of tinkering. AI makes complex reverse engineering accessible to anyone. We are moving into an era where hardware simply acts as a peripheral for your personal AI. Worth a watch. https://lnkd.in/g4c-fj_3Nat Friedman and Daniel Gross in conversation with John and Patrick CollisonNat Friedman and Daniel Gross in conversation with John and Patrick Collison
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Todd Sherman shared thisSome things I hadn't heard before from the Sequoia Capital's interview with Boris Cherny: - Claude Code started as an internal side project to solve the team's own bottlenecks before it became a flagship product. - For its first six months, Claude Code barely worked. Anthropic intentionally built the UX for models that did not exist yet. When Opus 4 dropped, the product finally exploded. - Boris relies on automated "loops" to handle CI tests, rebase PRs, and cluster feedback in the background, even when his laptop is closed. https://lnkd.in/ga3FcYpUAnthropic's Boris Cherny: Why Coding Is Solved, and What Comes NextAnthropic's Boris Cherny: Why Coding Is Solved, and What Comes Next
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Todd Sherman shared thisSome of my favorite videos as of late are created with AI. We also want to make it easier to understand how content is made, who's behind it, and what's worth your attention so that creativity stands out, and people can trust what they discover. An update on the AI Creator Labels: https://lnkd.in/gCbivcQS
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Todd Sherman shared thisHighlighting some of the team's work around originality at Instagram: We’re expanding our originality protections to photos and carousels. The same guidelines we introduced for reels now apply across photo and carousel posts which means original creators can get even more visibility. For creators, especially those who regularly use content from across the internet in their reels and posts, here’s what you need to know so your content meets our original content guidelines. https://lnkd.in/gkJdQwXs
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Todd Sherman posted thisThe IG Relevance team is cooking 🔥 but there is so much more to do. Please reach out if you're interested in joining us. Some snippets from Meta's Q4 2025 earnings call: Instagram Reels had another strong quarter, with watch time up more than 30% year-over-year in the US. Engagement is benefiting from several optimizations we made to improve the quality of recommendations, including simplifying our ranking architecture to enable more efficient model scaling. This unlocked the ability for our systems to consider longer interaction histories to better identify a person’s interests. We’re continuing to increase the freshness and originality of content recommendations as well. On Instagram, we grew the prevalence of original content in the US by 10 percentage points in Q4, with 75% of recommendations now coming from original posts. Turning to 2026, we see a lot of opportunity to drive additional gains. This includes scaling the complexity and amount of training data we use in our models while continuing to make our systems more responsive to people’s real-time interests. We’re also focused on incorporating LLMs to understand content more deeply across our platform, which will enable more personalized recommendations. Another big area of investment this year is developing the next generation of our recommendation systems. We have several big bets on this front, including building new model architectures from the ground up that will work on top of LLMs, leveraging the world knowledge and reasoning capabilities of an LLM to better infer people’s interests.
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Todd Sherman shared thisThe article is a great read: https://lnkd.in/g8T5qdyK. Here are the slides if you prefer. Thanks NotebookLM.
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Todd Sherman shared thisYour algorithm! IG is pulling back the curtain on recommendations with "Your Algorithm", which allows users to directly influence what’s in their feed. Congrats to everyone that worked on it! 🔥 https://lnkd.in/gvUcD9AnInstagram Will Start Letting You Pick What Shows Up in Your ReelsInstagram Will Start Letting You Pick What Shows Up in Your Reels
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Todd Sherman posted thisOne month at Instagram! A few reflections: - The pace is real. 'Move fast' is not just a catch phrase. IG is high-tempo and incredibly energizing. - The people are inspiring. I'm blown away by the talent, passion, and dedication of the folks I've met so far. So many more people to meet! - Enter the multiverse. I've worked on similar problems for a long time so it's interesting to see somewhat different framing on familiar user problems, metrics, and systems. - We're hiring! We need PMs with ML content recommendations experience to help realize our ambitious goals. Send me a message if you're interested.
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Todd Sherman shared this🔥🔥🔥Todd Sherman shared this🚀 Hiring a PM Director (IC8/D1) for Instagram Edits 🚀 Edits' mission is to make it easy for anyone to make content they're proud of. The app is growing rapidly and materially impacting the content and creators on Instagram. This is a rare opportunity to hop on a rapidly growing product and help shape it for the next phase. In this role, we're looking for a director to drive big bets as well as help support overall execution. Note: This is not an incubation or prototyping role (although there will be a lot of that) but an e2e role where the expectation is we launch the big bets and iterate with creators. If you match these ideal characteristics, hit me up: - History of successful consumer product breakout hits - Strong bias-for-action and ability to manage 0 -> 1 products - Generative and creative PM, with strong design sense and product taste - Passionate about creators, editing, and video content - Ideally, AI experience (would love to see what you've built as side projects) - Systems and UI thinker, understands UI/UX and wants to nerd out on experience - Work in office in San Francisco, New York, or Menlo Park. https://lnkd.in/gz2SJfCA
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Todd Sherman reacted on thisWe're testing interactive voice search on TV to help members discover their next story on Netflix - lots of exciting potential! Thanks for the coverage Janko Roettgers!Todd Sherman reacted on thisNetflix's new voice search is pretty cool ... more here: https://lnkd.in/gKb4ka_r
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Todd Sherman reacted on thisI’m excited to launch Racktwin: https://racktwin.com Modern AI infrastructure is pushing physical systems to a level of complexity that deserves better tooling. We’ve built strong software layers for logical infrastructure. But the physical layer — topology, cabling, validation, deployment accuracy, and operational change — still too often lives across spreadsheets, diagrams, PDFs, and tribal knowledge. Racktwin is my attempt to change that. The idea is to make the physical datacenter more like software: something that can be modeled precisely, analyzed systematically, validated before errors happen, and used by other systems over time. The images below show both sides of that idea: a declarative spec and the physical infrastructure model it produces. It’s still early, but I’m excited to finally put it into the world. If you work on AI clusters, physical network design, datacenter deployment, or operations, I’d love your feedback. #AIInfrastructure #datacenter #networking #infrastructureascode #HPC #startup #fiberoptics
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Todd Sherman reacted on thisTodd Sherman reacted on thisFitbit Air is here. All-day health tracking and in-depth insights in a lightweight device that gets out of the way. More from Noah Presler and Andy Abramson on the next chapter for our wearables portfolio: https://lnkd.in/g3AUEZCS
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Todd Sherman liked thisTodd Sherman liked thisI’m so happy to share that we’ve closed Wisdom Ventures Fund II and raised $77.7m (against our target of $50m.) WSJ Coverage: https://lnkd.in/gJ7Ncka4 Our Press Release: https://lnkd.in/gtHaqpiM One of the unexpected upsides of fundraising was meeting with amazing friends and colleagues spanning the last few decades. And making so many new inspiring friends. It has been a joy connecting and reconnecting with so many of you, and I’m touched and grateful for your support. I’m also incredibly grateful to my partners - Cecily Mak, Soren Gordhamer, Zoe Rogers, Vivek Murthy, Ruchika Sikri, Diego Perez (aka Yung Pueblo), and Jack Kornfield. What an amazing and unexpected constellation of heart, mind and soul. I feel privileged to be in your company and on this ride together. Our mission, and the collective missions of our portfolio companies, inspires me every day. I feel grateful and privileged to do this work. Lets go!
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Todd Sherman reacted on thisTodd Sherman reacted on thisWe’ve signed an agreement with SpaceX to use all of the compute capacity at their Colossus 1 data center in Memphis 🚀 This gives us access to more than 300 megawatts (>220,000 NVIDIA GPUs) within the month, and we're flowing through this additional capacity straight back to our users. From today, we’re doubling Claude Code’s 5-hour rate limits on Pro, Max, Team, seat-based Enterprise. We’re also getting rid of the peak-hour rate limit cut we made on Pro and Max a few weeks ago. We’re also bumping API rate limits considerably on Claude Opus. Appreciate everyone sticking with us, and we’ll be continuing to push on compute deals and efficiency to give more back to our users. LFG. https://lnkd.in/gbcPj6ZGHigher usage limits for Claude and a compute deal with SpaceXHigher usage limits for Claude and a compute deal with SpaceX
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Todd Sherman reacted on thisTodd Sherman reacted on thisTurns out if you have enough walking 1:1s outside, one fine day you show up in filler footage of your CEO being interviewed by Time magazine. :-) I don't even remember seeing any cameras that day...
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Todd Sherman liked thisTodd Sherman liked thisChatGPT is getting another upgrade – GPT-5.5 Instant is beginning to roll out to all users. Instant is the version of ChatGPT hundreds of millions of people use by default, so making it more dependable is a big deal to us. 5.5 Instant is more accurate, more concise, and better at knowing when to use your context for more personalized responses. Personalization is core to our vision of ChatGPT as a super-assistant. The best AI won’t just answer questions, but also understand your context, help you pick up where you left off, and get more useful the more you use it, with you in control. Today’s improvements bring that experience closer for everyone. Proud of the teams who made this happen. Here’s our blog with more details: https://lnkd.in/g5HEff_pGPT-5.5 Instant: smarter, clearer, and more personalizedGPT-5.5 Instant: smarter, clearer, and more personalized
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Todd Sherman reacted on this✨News!Todd Sherman reacted on thisToday, we’re excited to share that the MarketStreet team is joining Anthropic. Over the last few years, we've watched AI reshape what's possible for small business owners. This has gone from helping with emails and small tasks to agents that can now run major parts of their businesses. It's been an honor to work alongside small business owners navigating this shift. Along the way, we heard from these owners about how they’ve felt left behind by previous technology shifts. Anthropic shares our conviction that AI should be useful, responsible, and accessible to everyone. We're excited to contribute to that work. The MarketStreet network will go offline on May 31st, 2026. Our 2025 and 2026 research reports on the state of US small business remain freely available at https://lnkd.in/geuJk5Vf Thank you to all of our investors, partners, and friends. It has been a privilege to build alongside you. A special thank you to our small business owners. Your businesses are the backbone of the US economy. Keep building. Adam and Rich Founders, MarketStreet
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Education
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Georgia Institute of Technology
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Systems architecture, requirements analysis, modeling and simulation, decision analysis, risk management, verification and validation.
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Licenses & Certifications
Patents
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Management of electronically published collections of content
Issued US 12321412 B1
See patentA system that enhances the management of electronically published content collections, like Snapchat Stories. This technology allows publishers to dynamically add, remove, or reorder content at any time and intelligently updates the collection's tile and starting point to ensure viewers see the freshest updates.
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Systems and Methods of Using a Flexible Imaging Surface to Capture a Rolled Fingerprint
Issued US 7671976
See patentFingers and palms can be optically scanned to produce optical finger or optical palm prints by using one or more flexible imaging members in contact therewith. The palm or finger being scanned is positioned on one side of the flexible imaging member and in contact therewith. One or more optical scanners is positioned on the other side of the imaging member. The sensor(s) then sense incident radiant energy or light indicative of friction ridge patterns and minutiae on the respective finger…
Fingers and palms can be optically scanned to produce optical finger or optical palm prints by using one or more flexible imaging members in contact therewith. The palm or finger being scanned is positioned on one side of the flexible imaging member and in contact therewith. One or more optical scanners is positioned on the other side of the imaging member. The sensor(s) then sense incident radiant energy or light indicative of friction ridge patterns and minutiae on the respective finger and/or palm. Alternately, RF or electrostatic sensing could be used.
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Derek Kerton
We chose a good subject for our march Autotech Council meeting, and after this year's CES, it seems even more obvious. Our meeting on the AI Defined Vehicle will show how it's a natural next step after the Software Defined Vehicle phase that we've been in Tesla launched the Model S in 2012. Now, most carmakers have SDVs. It's time to layer on the AI in user-facing roles, and in invisible functions managing the vehicle.
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Brett A. Hurt
Adding to Bob Pearson’s comment, I would also emphasize that the biggest advantage is capital availability and the risk-taking mindset that goes along with it. Silicon Valley VC was being born by people like Arthur Patterson (one of my longest-time backers and mentors), since I was born. Austin, by contrast, was the size of Anchorage, Alaska when I was born. Austin is definitely doing the best it ever has and I’m happy to be here. But the biggest risk-taking and capital-availability advantage remains in SV due to the compounding effect over decades. Also, remember Debra and I lived in SF during the massive boom and bust years, from the beginning of 2000 to mid 2003. There will certainly be an AI application bust, like Mitchell Green, is predicting but overall the trajectory is correct. AI will affect everything and therefore deserves the capital allocation it’s receiving. But most AI applications will not be durable enough to survive the growth of frontier model scope and ambitions, similar to Microsoft Windows back in the day and the many companies it put out of business.
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Greg Reynolds
Chris Lehane, this is a critical and well-argued case for regulatory coherence. A harmonized national framework is indeed a necessary step to prevent a chaotic patchwork that stifles innovation. However, this focus on technical safety and regulatory guardrails addresses only one dimension of the challenge. It operates within the existing economic paradigm—what we might call the Commoditization Engine—which is the root cause of the very risks we're trying to mitigate. We can have perfectly safe, nationally-regulated AI that is still deployed to systematically liquidate human capacity, centralize control, and optimize for short-term extraction over long-term resilience. Safety standards prevent a model from causing a catastrophic event, but they do not prevent it from causing a catastrophic hollowing-out of institutional knowledge and human expertise. The most responsible governance must therefore address not just the technology, but the economic architecture in which it operates. We need to build Capacity Economy protocols where: Value is measured by solving capacity deprivation, not just by efficiency gains. Human expertise is a staked and appreciating asset, not a cost to be automated. AI's role is to orchestrate and scale human potential, not just to replace it. A national safety standard is the floor. The ceiling is an economic system architected to ensure that powerful technology is inherently aligned with generating broad-based, multi-dimensional capacity—for individuals, institutions, and the planet. The goal isn't just a safe AI. It's an economic future where AI helps us become more human, not less. #CapacityEconomy #BeyondCommoditization #EconomicArchitecture
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Zach Rash
Today we’re launching our Physical AI Lab, led by UCLA professor and renowned researcher Bolei Zhou, who’s joining Coco as Chief AI Scientist. Bolei has spent his career advancing physical AI with 60,000+ citations and pioneering work. Now, he’s bringing that expertise to Coco. What makes this lab special is Coco’s fleet itself. Our robots run urban deliveries across the U.S. and Europe, navigating unpredictable environments (construction, pedestrians, weather, etc.). These are the kinds of real world challenges you can’t capture in simulation and that data is becoming the raw material for advancing physical AI. As we scale to 10,000+ robots in 2026, this fusion of research and deployment will define the next generation of physical AI and reimagine how goods move through cities everywhere. TechCrunch has the scoop - link in comments.
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Ken Zhang
Today marks the final day of NVIDIA GTC in Silicon Valley, an event that has experienced significant growth. Downtown San Jose is bustling with participants, highlighting the pervasive influence of AI as it disrupts various industries. EdgeNectar is at the forefront, pioneering AI for private 5G zero-touch operation. This plug-and-play solution enables enterprise AI applications with low latency, providing reliable and secure connectivity.
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Neil Tewari
Honored to have been invited to fal and Henry Shi’s Lean AI Leaderboard Celebration Dinner, celebrating some of the leanest and fastest-growing startups in SF. Here are some of the most overwhelming trends that were discussed among high-growth companies working with small, high-output teams: 1/ Headcount is no longer used as a success metric. As Henry Ward said, “Hiring means we failed to execute and need help.” Headcount is not a flex measure anymore. People aren’t asking “How big is your team?” anymore. They’re asking “How many customers do you have?” 2/ They're finding ways to leverage AI across every function. Every engineer uses Cursor or Windsurf. Every GTM leader is in Clay. The most efficient teams are built AI-first across the board. Thank you to Henry Shi, Burkay Gur, and Gorkem Yurtseven for putting this all together!
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Malthi SS
2025 has been a year of meaningful product & AI conversations. I was invited across multiple podcasts and platforms to share my perspective on Product Management, AI, scaling products, and building from India for the world. Across these discussions, one theme stayed constant: AI is no longer an add-on to product strategy—it is shaping how products are imagined, built, and scaled. Sharing the conversations below: 🎙 The Future of Product Management in the AI Era https://lnkd.in/gVyKjnYk 🎙 Product Management, AI, and Scaling with Vision https://lnkd.in/gt-jw4GX 🎙 Careers in Product Management Thinkly Talks https://lnkd.in/gKUcVvQj 🎙 Growth can be hidden in any side of the business https://lnkd.in/gr2xjVKZ 🧠 India’s AI Strategy: Staying relevant in the global AI race https://lnkd.in/gCbQbRtB 🎙 Why Indian founders are moving from services to product companies https://lnkd.in/gDEpkhNS 🎥 InsideIIM × HSB https://lnkd.in/ggyfcWCS These conversations reflect where product leadership is headed—AI-native thinking, sharper prioritisation, and execution at scale. Saurabh Saha Darshan Suthar Ankit Jain Amit Khanzode Akshay Rajai #ProductManagement #AI #ProductLeadership #IndiaTech #BuildingInPublic #2025 Product Talk with Malthi
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Greg Isaacs
I took my second Waymo across Los Angeles last night, and the experience was largely excellent. From the smooth pickup to navigating the freeway (which is now supported here in LA!), the technology is undeniably impressive. However, the "last mile" wasn't quite perfect. I was dropped off on the left side of a two lane, one way street, directly in traffic rather than on the shoulder. Also, my destination was on the right. As I've written previously (https://lnkd.in/gHw7drrc), there is great promise in using technologies like AI in countless ways, from autonomous driving to talent measurement. However, my recent Waymo experience highlights two critical lessons: 1. Humans Must Own the Outcome: Whether you are a passenger in an autonomous vehicle or managing talent, you cannot delegate accountability to the machine. Technology is a powerful tool, but humans must own the final result. In hiring, as in transport, we must remain in the driver's seat to ensure the "drop off" (i.e. the final decision) is the right one. 2. The Feedback Loop is Non Negotiable: Without human feedback to these systems, technology will never improve. I made sure to provide feedback on my ride, and we must do the same in our talent systems. If we don’t provide constant, iterative feedback, we lose the opportunity to refine them into something better. Progress happens when human intuition meets technological scale. We provide the feedback; the tech provides the lift.
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