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As token costs keep climbing 📈, where else can we find efficiency gains? Partner Spencer Farrar dug into how Sail Research is answering this question with more efficient inference and long-horizon agents. We're proud to back their Series A.

Theory Ventures

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14,032 views • 4 months ago •via X (Twitter)

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We're excited to back Sail Research, the inference platform built for long-horizon, asynchronous agents. The next wave of AI isn't a person typing into a box. It's agents running for minutes or hours, burning orders of magnitude more tokens per task. At that scale, cost and capacity beat raw latency, and teams are already hitting budget caps. Neil Movva and Samir Menon are solving this full-stack, from CUDA kernels to the API. Hear Neil and Aditya Naganath on why inference is being rebuilt for the age of agents.

We're excited to back Sail Research, the inference platform built for long-horizon, asynchronous agents. The next wave of AI isn't a person typing into a box. It's agents running for minutes or hours, burning orders of magnitude more tokens per task. At that scale, cost and capacity beat raw latency, and teams are already hitting budget caps. Neil Movva and Samir Menon are solving this full-stack, from CUDA kernels to the API. Hear Neil and Aditya Naganath on why inference is being rebuilt for the age of agents.

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Congratulations to Neil Movva, Samir Menon, and the Sail Research team on their $80M Seed & Series A round. We're excited to have invested in both the Seed and Series A alongside many fantastic co-investors. Today, agents run autonomously for hours, making thousands of decisions with no one in the loop. The industry needs an order-of-magnitude drop in cost per token, and Sail is rebuilding the inference stack from the silicon up to deliver it. Neil has spent his career at the hardware-software interface, from Tensor Cores at NVIDIA to the Neural Engine at Apple to leading GPU kernels at Samir's background spans applied cryptography and security, from cofounding Blyss to platform security work at Apple. Together, they've built a culture obsessed with efficiency, where every engineer owns their piece of the stack outright. In this video, they discuss why Sail bet on an order-of-magnitude drop in cost per token, why ownership is the trait they hire for, and why Renee Shah and Satish Dharmaraj backed them on day one. Congratulations again, we are honored to partner with this team! Watch below👇

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