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Wei Manfredi
Established for just 3 months, raised $480M fund, at a 4.48B evaluation! The Humans& launch is a massive bet that the next phase of AI isn't about better models, but better human-AI collaboration and human experiences. Here is the breakdown: * Again, Investors are betting on the founders' history at Google, Anthropic, and xAI rather than a finished tool. * They want to build AI that acts as "connective tissue" for human teams, prioritizing memory and social context. * The Technical Edge: By focusing on long-horizon memory, they aim to solve the "goldfish memory" problem of current LLMs, making AI a persistent partner that understands your history and preferences. * The Risk: At a $4.4B valuation, the pressure to deliver is immense. They aren't just building an app; they are trying to redefine how humans work together. If it ends up being just a "smart Slack," the bubble might burst. Bottom Line: Humans& is the first "super-startup" of 2026 to argue that the human experience, not the raw model, is the most valuable part of the AI stack. #HumanCentricAI #HumanAugmentation
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