Nat Friedman

Anysphere builds Cursor, an AI-powered code editor that helps developers write, refactor, and review code using natural language. Founded by four MIT students in 2022, the company has grown to over $1 billion in annualized revenue and is one of the fastest-growing SaaS companies in history.

MatX designs custom silicon optimized for large language model training and inference, aiming to deliver 10x more computing power per square millimeter than Nvidia GPUs. Founded by former Google TPU engineers, the company is building the MatX One processor featuring a splittable systolic array architecture with SRAM-first design. Manufacturing is planned through TSMC with initial shipments targeted for 2027.

Character.AI is a generative AI chatbot platform that lets users create and interact with customizable AI characters. Founded by former Google engineers who co-authored the Transformer paper and led the LaMDA project, the platform has over 20 million monthly active users.

Material Security provides cloud workspace security for Microsoft 365 and Google Workspace, protecting organizations from email attacks, account takeovers, and data breaches. Founded by former Dropbox engineers, the company applies a zero-trust approach that assumes breach and protects sensitive content even after an attacker gains access to an inbox.

Convex is an open-source reactive backend-as-a-service platform that provides a real-time database, serverless functions, and client SDKs for building live-updating web and mobile apps. The platform integrates a TypeScript-based document store and function runtime for queries and mutations. Convex went open source in March 2024.