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volo

T3 · host / generalist

Founder of Inception Labs building diffusion language models; Cornell professor; developed Mercury 2 models achieving 1000+ tokens/sec and Tao Forge synthetic RL environment system for real-time voice and coding agents.

4 calls·3 names·75% bull·last heard last month·Y Combinator
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$INCEPTION-LABSInception Labs

Volo: Diffusion language models achieve 1000+ tokens/sec, enabling real-time voice AI

Diffusion models generate tokens in parallel rather than sequentially, achieving 1000+ tokens/sec on GPUs versus specialized chips, enabling real-time voice applications with better quality-latency tradeoffs.

Y Combinator2026-08episode →
2ndmedium conviction
$ANTHROPICAnthropic

Volo: Anthropic's Opus and Sonnet tie for first on Senior SWEBench coding benchmark

Anthropic's models achieve state-of-the-art on Senior SWEBench, a benchmark for senior-level software engineering tasks requiring architectural decisions and code refactoring.

Y Combinator2026-08episode →
3rdlow conviction
$CBRSCerebras

Volo: Cerebras runs 120B parameter model but diffusion matches speed on GPUs

Cerebras specialized chips enable fast autoregressive models, but diffusion models achieve similar speeds on commodity GPUs without custom hardware.

Y Combinator2026-08episode →

most discussed · click a bar to filter

  • $INCEPTION-LABS
  • $ANTHROPIC
  • $CBRS

recurring themes

  • AI Hardware & Chip Architecture2
  • AI Infrastructure1
4 total
$ANTHROPIC
Anthropic
MEDvolo·Y Combinator·last month·Going In Deep On Data | YC Paper Club
Volo: Anthropic's Opus and Sonnet tie for first on Senior SWEBench coding benchmark
Anthropic's models achieve state-of-the-art on Senior SWEBench, a benchmark for senior-level software engineering tasks requiring architectural decisions and code refactoring.
"remarkably um and we double and triple check this uh Fable, Opus and Soul are all tied for first place as of uh last week."
26:14
$CBRS
···
Cerebras
LOWvolo·Y Combinator·last month·Going In Deep On Data | YC Paper Club
Volo: Cerebras runs 120B parameter model but diffusion matches speed on GPUs
Cerebras specialized chips enable fast autoregressive models, but diffusion models achieve similar speeds on commodity GPUs without custom hardware.
"here for example we have a uh 120 billion parameter GPOSS model running on cerebras and a diffusion mercury model can achieve both higher quality at least as measured here by tobe…"
31:29
$INCEPTION-LABS
Inception Labs
HIGHvolo·Y Combinator·last month·Going In Deep On Data | YC Paper Club
Volo: Diffusion language models achieve 1000+ tokens/sec, enabling real-time voice AI
Diffusion models generate tokens in parallel rather than sequentially, achieving 1000+ tokens/sec on GPUs versus specialized chips, enabling real-time voice applications with better quality-latency tradeoffs.
"what we're working on is a new generation of language models that is powered by diffusion... these models can produce multiple tokens per step, they can produce many more tokens p…"
28:45
$INCEPTION-LABS
Inception Labs
HIGHvolo·Y Combinator·last month·Going In Deep On Data | YC Paper Club
Inception Labs' diffusion LLMs hit 1000+ tokens/sec enabling real-time voice agents without specialized hardware
Diffusion language models generate tokens in parallel rather than sequentially, achieving over 1000 tokens per second on standard GPUs, unlocking real-time voice applications and allowing larger models or longer reasoning without specialized chips like Cerebras.
"what we're working on is a new generation of language models that is powered by diffusion... these models can produce multiple tokens per step, they can produce many more tokens p…"
29:04
8
AI Hardware & Chip Architecturetailwind
Diffusion LLMs achieve 1000+ tokens/sec on commodity GPUs, threatening specialized inference hardware moats
By generating tokens in parallel via iterative denoising, diffusion language models like Mercury 2 match or exceed autoregressive model quality at 10x speed on standard GPUs, eliminating the need for specialized chips like Cerebras and enabling real-time voice agents and long-reasoning applications.
8
AI Infrastructuretailwind
Volo: Synthetic RL environment generation (Tao Forge) closes sim-to-real gap for agent training
Agentic synthesis of realistic RL environments from real-world usage logs and business knowledge graphs enables training and evaluation that correlates with production performance, with iterative task hardening to maintain learning signal.
7
AI Hardware & Chip Architecturetailwind
Volo: Diffusion language models obsolete specialized inference chips for speed
Diffusion-based LLMs achieve 1000+ tokens/sec on standard GPUs by generating tokens in parallel, matching or exceeding autoregressive models on specialized hardware like Cerebras while enabling broader deployment.