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Generated Nov 10, 2026
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growth playbook · Nov 10, 2026

sf-tensor.com (opens in a new tab)

SF Tensor growth playbook

Diagnosis

SF Tensor has proof most seed-stage infrastructure companies would envy: #1 overall and in every track of NVIDIA's official B200 kernel benchmark (583 teams), more than 10,000 training runs on 23 microarchitectures, an open-source tensor-core model and a steady stream of deep technical posts. Its hiring is all engineering and research, with no sales or marketing roles, so the website has to do the selling.

Right now the proof sits in blog posts and does not reach the buyer: the Kernel Optimizer page names no benchmark and no number, the homepage and labs pages cite an unnamed "#1" and a 3.55x that differs from the post's 3.03x median, Resumable Compute is priced two ways in its own launch post and its beta leads to a page that never mentions it, the engineering deep dives and manifesto are missing from the sitemap, and there are no customer stories, no newsletter and no way to try anything without booking a call.

This playbook first puts the proof where buyers decide and fixes the dead ends, then adds a savings estimator, a productized kernel teardown, anonymized run stories, enterprise pages and run reports, and finally bets on an open benchmark, chip-vendor co-selling and a self-serve tier.

Growth Score

6/10

Biggest Opportunity

Turn a world-class technical record (the #1 benchmark result, 10,000+ runs, proofs and open source) into buyer-facing proof on the product pages, so a small team with no sales hires can still convert labs and enterprises.

Biggest Risk

Self-serve GPU clouds and AI platforms such as Modal, Together AI and Lambda let researchers start in minutes with logos and free credits, while SF Tensor asks every visitor to book a call and shows no customers, so promising leads may never reach the conversation.

01

Start here

The three moves to make first. Each one is written up in full below.

  1. 1

    Put the #1 SOL-ExecBench result on the Kernel Optimizer page, the one page that never mentions it

    Write the two-line proof block and publish it under the H1 of /kernel-optimizer with a link to the SOL-ExecBench post.

    High impact First result in 2 weeks
  2. 2

    Give Resumable Compute one price: the launch post says 70% less, its own table says 35% of on-demand

    Decide the list price and fix the table and the headline on the same day.

    High impact First result in 2 weeks
  3. 3

    Give the Resumable Compute beta a way in: the launch post sends readers to a Model Foundry page that never mentions it

    Add a Resumable Compute section with a request button to /model-foundry and point the post's link to it.

    High impact First result in 1 week

02

Your idea portfolio

23 ideas, grouped by when to run them. Open any idea for how to run it: the steps, who to approach, copy you can use, and how to measure it.

  • 9 ideas are marked Unexpected: plays you are unlikely to have tried.

Every idea placed by the effort it takes against the impact it could have. Quick wins sit top left; select a number to open that idea. The filters below narrow the list by status, timing, category and what Programmable can build.

Effort vs impactEach number is an idea. Select one to open it.
Impact →
Quick wins · 4Big bets · 8Fill-ins · 7Reconsider · 4
Effort →

Showing 23 of 23 ideas

This week 9

Quick wins with a clear first action.

  • 01

    SF Tensor ranked #1 overall and #1 in every track of SOL-ExecBench, which its own post calls NVIDIA's official kernel optimization benchmark for the B200, ahead of 583 teams and 31,466 submissions, with a 3.03x median speedup over NVIDIA's optimized reference across 235 production kernels. Yet the Automatic Kernel Optimizer page, the product behind that result, never mentions the benchmark, NVIDIA, any chip or any number; it offers only process claims and booking links. The homepage card "#1 on NVIDIA's own benchmark" names no benchmark and links nowhere, and the labs page cites "3.55×" against an unnamed benchmark, a different figure from the post's 3.03x median. The strongest proof the company has sits in a blog post that ends with no call to action.

    High impactLow effort First result in 2 weeks Founder & CEO

    First action

    Write the two-line proof block and publish it under the H1 of /kernel-optimizer with a link to the SOL-ExecBench post.

    How to measure it

    Kernel Optimizer page to booking rate

    Now
    –
    Target
    +30%
    By
    60 days

    Steps

    1. 1

      Agree the numbers

      Pick the headline figure (3.03x median, #1 of 583 teams) and define what 3.55x measures.

      Founder & CEO 1 hour

    2. 2

      Write the proof block

      Two lines, the benchmark name, the hardware and a link to the write-up.

      Founder & CEO 1 hour

    3. 3

      Publish on /kernel-optimizer

      Under the H1, beside a "Bring us a workload" button.

      Member of Technical Staff, Product Engineering 2 hours

    4. 4

      Name it everywhere

      Name and link the benchmark on the homepage card and the labs page, with matching figures.

      Member of Technical Staff, Product Engineering 2 hours

    5. 5

      Close the post

      Add a "Bring us a workload" call to action at the end of the SOL-ExecBench post.

      Member of Technical Staff, Product Engineering 30 minutes

    6. 6

      Tag booking links

      Add a source parameter to every Cal.com link so bookings show the page they came from.

      Member of Technical Staff, Product Engineering 1 hour

    7. 7

      Review

      Compare bookings from the page before and after.

      Founder & CEO 60 days

    First result
    2 weeks
    Cost
    $0, a few hours of staff time
    Owner
    Founder & CEO

    Smallest test

    Add the proof line and link to /kernel-optimizer today and count bookings from that page for a month.

    Why it works

    Add a proof block directly under the H1 of /kernel-optimizer: "#1 overall and in all four tracks of NVIDIA's SOL-ExecBench on B200: 3.03x median speedup over NVIDIA's reference across 235 production kernels, 583 teams", with a link to the write-up and a "Bring us a workload" button beside it. Name and link the benchmark from the homepage card and the labs page, and say which statistic 3.55x is (for example the mean) so every page agrees with the post. End the SOL-ExecBench post with the same "Bring us a workload" button. Tag each booking link with its source page so you can see which pages produce calls.

    Kernel and infrastructure buyers check claims before they book a call. A named, externally run benchmark is the strongest proof a young company can show, and the site has no customer logos or case studies to lean on. Putting it on the product page, where the decision is made, takes an afternoon and costs nothing.

    Ready to use

    CopyProof block for /kernel-optimizer

    #1 on NVIDIA's SOL-ExecBench (B200), as of September 2026
    #1 overall and in all four tracks, out of 583 teams and 31,466 submissions.
    3.03x median speedup over NVIDIA's optimized reference across 235 production kernels.
    Every kernel formally checked against your spec.
    [Read how we did it]  [Bring us a workload]

    Risks and how to handle them

    • The benchmark ages as others catch up

      Date the claim ("as of September 2026") and replace it with the next result.

    • Mixed figures look careless to technical readers

      Use one headline statistic and say how any other figure was computed.

    Evidence

    • Your websiteKernel Optimizer page (title "Automatic Kernel Optimizer | SF Tensor", H1 "Kernels at the speed of light, on any chip."): explains Specify, Search and Prove and says "We run hundreds of millions of tests on each new chip", but never mentions SOL-ExecBench, NVIDIA, B200, FlashAttention, "#1" or any speedup, names no chip vendor, shows no customers or pricing and links to no blog or engineering post. Its calls to action ("Bring us a workload", "Plan a training run", "Talk to an engineer") are all booking links.Source
    • Blog"What we learned topping NVIDIA's SOL-ExecBench" (September 25, 2026): SOL-ExecBench is "NVIDIA's official kernel optimization benchmark for the B200" with 235 kernels from production workloads; SF Tensor ranked #1 overall and #1 in every track (average SOL score 0.7992 against 0.7974 for second place), with a 3.03x median speedup per kernel over NVIDIA's optimized reference, among 31,466 submissions from 583 teams. The post also describes an internal suite, KernelWorld, with a held-out slice (KernelWorld-Eval v0.1), and lists weaknesses in the benchmark's grading. It ends with no call to action.Source
    • Your websiteAI labs page: "3.55×" "Faster than NVIDIA's baseline on its own kernel benchmark. #1 overall", with the benchmark neither named nor linked; "3× more runs" "From the same compute budget, on average across lab workloads"; 1 to 10,000 GPUs; keep your framework and model code; no customers and no pricing.Source
    • Your websiteHomepage (checked November 9, 2026): H1 "Train what doesn't exist yet."; a card headed "#1 on NVIDIA's own benchmark" that names no benchmark and links nowhere; "3x more runs"; up to 10,000 GPUs across NVIDIA, AMD, TPU or Trainium; savings-share pricing ("You only pay us a share of what we save you, which means you pay nothing if your bill doesn't go down") against a self-managed cluster and a managed GPU cloud; an embedded research team with a production model in about six weeks. No customer logos, testimonials or case studies; the only calls to action are two Cal.com booking links ("Plan a training run", "Talk to an engineer"); no self-serve signup, docs or trial.Source
  • 02

    The Resumable Compute launch post says "It costs 70% less than on-demand", but its comparison table lists Resumable at 35% of the on-demand price, which is 65% less. The same table shows Spot at 30% while the text says Spot is "up to 90% cheaper". For a new tier whose whole pitch is price, a buyer comparing it with spot or reserved capacity cannot tell which number to plan around.

    High impactLow effort First result in 2 weeks Founder & CEO

    First action

    Decide the list price and fix the table and the headline on the same day.

    How to measure it

    Resumable Compute beta requests

    Now
    –
    Target
    +25%
    By
    60 days

    Steps

    1. 1

      Decide the price

      Percentage of on-demand, and the hardware it applies to.

      Founder & CEO 1 hour

    2. 2

      Fix the headline

      Subhead and first paragraph use the agreed figure.

      Founder & CEO 30 minutes

    3. 3

      Fix the table

      Resumable at the agreed figure; Spot as a range.

      Member of Technical Staff, Product Engineering 30 minutes

    4. 4

      Define on-demand

      One line on the baseline and the date.

      Founder & CEO 30 minutes

    5. 5

      Check other pages

      Make the teaser on the enterprise sovereignty post match.

      Member of Technical Staff, Product Engineering 30 minutes

    6. 6

      Track

      Count beta requests from the post each week.

      Founder & CEO weekly

    First result
    2 weeks
    Cost
    $0
    Owner
    Founder & CEO

    Smallest test

    Fix the table and headline today.

    Why it works

    Decide the real list price (a percentage of on-demand, and on which hardware), then make the headline, the body and the table say the same thing. Show Spot as a range rather than one figure, add a short note on what "on-demand" refers to, and add the date. Reuse the same wording anywhere else the tier is described.

    Price is the reason to try a new compute class. One consistent, dated figure removes the first objection and makes the post safe for others to quote.

    Risks and how to handle them

    • A lower headline number looks less exciting

      A precise 65% that holds up beats a 70% that a reader can disprove from the same page.

    Evidence

    • Blog"Introducing Resumable Compute" (October 29, 2026): "It costs 70% less than on-demand", but the post's own table lists Resumable at "35%" of the on-demand price (65% less) and Spot at "30%", while the text says Spot is "up to 90% cheaper"; billing per second; a multi-node pre-training run moved 13 times across 5 clusters on 3 clouds with a 7-second median gap; "available today in beta on Model Foundry", linking to /model-foundry, with no separate way to request access.Source
    • Blog"Solving the Bottleneck to Enterprise AI Sovereignty" (August 4, 2026): argues that compute access, not silicon supply, is the bottleneck, because moving workloads to other chips takes months of manual kernel tuning; claims a "70%" average training cost reduction for enterprise post-training and new-lab pre-training.Source
  • 03

    The launch post says Resumable Compute is "available today in beta on Model Foundry" and links to /model-foundry. That page never mentions Resumable Compute, a beta or a waitlist, and there is no separate request step. A reader who is ready to try the new tier arrives at a general product tour with nothing about the thing they came for.

    High impactLow effort First result in 1 week Member of Technical Staff

    First action

    Add a Resumable Compute section with a request button to /model-foundry and point the post's link to it.

    How to measure it

    Resumable Compute beta requests

    Now
    –
    Target
    15 a month
    By
    60 days

    Steps

    1. 1

      Write the section

      What it is, price, the 13-moves demo and best-fit workloads.

      Founder & CEO 2 hours

    2. 2

      Add the button

      "Request beta access" with three qualifying questions.

      Member of Technical Staff, Product Engineering half a day

    3. 3

      Relink the post

      Point the post's link to the new section anchor.

      Member of Technical Staff, Product Engineering 15 minutes

    4. 4

      Route requests

      Send them to the engineer who runs beta onboarding.

      Member of Technical Staff, Sandbox Infrastructure 1 hour

    5. 5

      Reply fast

      Answer every request within one working day.

      Founder & CEO ongoing

    6. 6

      Measure

      Requests, calls and beta starts each week.

      Founder & CEO weekly

    First result
    1 week
    Cost
    $0
    Owner
    Member of Technical Staff, Product Engineering

    Smallest test

    Add one paragraph and a booking button to /model-foundry today.

    Why it works

    Add a Resumable Compute section to /model-foundry (what it is, the price, the 13-moves demo, best-fit workloads) with a "Request beta access" button that books a call or opens a short form asking for workload type, GPU count and current provider. Point the launch post's link to that section and tag the source so you can count requests.

    Launch posts drive a short burst of intent. If the link lands on the right section with a clear next step, that intent becomes conversations instead of bounces.

    Risks and how to handle them

    • More beta requests than capacity

      Ask about workload size on the form and admit in batches.

    Builds on

    Evidence

    • Blog"Introducing Resumable Compute" (October 29, 2026): "It costs 70% less than on-demand", but the post's own table lists Resumable at "35%" of the on-demand price (65% less) and Spot at "30%", while the text says Spot is "up to 90% cheaper"; billing per second; a multi-node pre-training run moved 13 times across 5 clusters on 3 clouds with a 7-second median gap; "available today in beta on Model Foundry", linking to /model-foundry, with no separate way to request access.Source
    • Your websiteModel Foundry page: runs launched from Slack, a commit or an agent; the same config on NVIDIA, AMD, TPU or Trainium; lineage across datasets, configs, checkpoints and evals; modules for Datasets, Experiments, Workspaces, Training, Evals, Deploy and Traces. No pricing, no customers, and no mention of Resumable Compute, a beta or a waitlist.Source
  • 04

    The sitemap lists 23 URLs but none of the four engineering posts (formalizing PTX in Lean, the B200 tensor-core model, multi-tenant LoRA serving, local dev environments) and not the manifesto, which is linked from every footer. These are the pages most likely to be found by engineers searching for tcgen05, PTX verification or LoRA serving, and the ones search engines and AI assistants are least likely to pick up quickly without a sitemap entry.

    Medium impactLow effort First result in 3 weeks Member of Technical Staff

    First action

    Add the five missing URLs to the sitemap generator.

    How to measure it

    Engineering post impressions

    Now
    –
    Target
    +50%
    By
    90 days

    Steps

    1. 1

      List missing pages

      Four /engineering/ posts and /manifesto.

      Member of Technical Staff, Product Engineering 30 minutes

    2. 2

      Fix the generator

      Include every engineering route automatically.

      Member of Technical Staff, Product Engineering 2 hours

    3. 3

      Add article metadata

      Author, date and description on each post.

      Member of Technical Staff, Product Engineering 2 hours

    4. 4

      Cross-link

      Related posts between /news and /engineering.

      Member of Technical Staff, Product Engineering 1 hour

    5. 5

      Resubmit

      Sitemap in Search Console; request indexing.

      Founder & CEO 15 minutes

    6. 6

      Check coverage

      Indexed pages and impressions after a month.

      Founder & CEO monthly

    First result
    3 weeks
    Cost
    $0
    Owner
    Member of Technical Staff, Product Engineering

    Smallest test

    Add the five URLs by hand today and check coverage in two weeks.

    Why it works

    Generate sitemap entries for every /engineering/ post and /manifesto with real lastmod dates, and make sure new posts are added automatically. Add article metadata (author, date) to each post, cross-link the engineering and news indexes, and resubmit the sitemap in Search Console.

    Technical deep dives earn links and searches for years; making sure they are indexed is the cheapest acquisition work available.

    Risks and how to handle them

    • Pages are already indexed through links

      Still fix it; future posts benefit and lastmod dates help freshness.

    Evidence

    • Your websiteSitemap (23 URLs, checked November 9, 2026): the homepage, /enterprise, /labs, /kernel-optimizer, /model-foundry, /news with 8 posts, /engineering and 8 careers URLs. It does not list /manifesto or any of the four /engineering/ posts, and there are no pricing, docs, customer-story or comparison pages.Source
    • Your websiteEngineering index: four deep dives, "Formalizing PTX in Lean to Prove GPU Kernel Correctness" (November 2, 2026), "Reverse-Engineering the B200's Tensor Core, One Bit at a Time" (July 11, 2026), "One Model Per Customer Shouldn't Mean One GPU Per Customer" (May 17, 2026) and "We Got Sick of 'Works on My Machine'" (January 15, 2026), at /engineering/formalizing-ptx, /engineering/bitwise-tcgen05, /engineering/multi-tenant-lora and /engineering/infrastructure-tack.Source
    • Your websiteManifesto (/manifesto, linked from every footer): "Heterogeneous by default", "Cost is a dimension of performance", "Code should outlive hardware", pointing to the company's own language, Emma; no page on the site describes Emma.Source
  • 05

    "Proving Kernels Correct Instead of Testing Them" links to a CPU interpreter post at /news/warpsim, which returned 404 Not Found on two checks. The post is aimed at exactly the readers SF Tensor wants (kernel engineers who care about correctness), and its challenge invites them to send in work; a dead link in the middle of it undercuts the rigour the post is selling.

    Low impactLow effort First result in Same day Member of Technical Staff

    First action

    Decide whether warpsim will be published; if not, relink it today.

    How to measure it

    Broken internal links on /news and /engineering

    Now
    –
    Target
    0
    By
    1 week

    Steps

    1. 1

      Decide

      Publish warpsim or retire the reference.

      Founder & CEO 15 minutes

    2. 2

      Fix the link

      Publish the post, or relink to a live page.

      Member of Technical Staff, Product Engineering 30 minutes

    3. 3

      Check all posts

      Run a link check across /news and /engineering.

      Member of Technical Staff, Product Engineering 30 minutes

    4. 4

      Add a 404 page

      Offer the latest posts and a booking link on missing pages.

      Member of Technical Staff, Product Engineering 1 hour

    5. 5

      Automate

      Fail the build on broken internal links.

      Member of Technical Staff, Product Engineering 2 hours

    6. 6

      Recheck

      Monthly link report.

      Member of Technical Staff, Product Engineering monthly

    First result
    Same day
    Cost
    $0
    Owner
    Member of Technical Staff, Product Engineering

    Smallest test

    Relink the one broken link today.

    Why it works

    Either publish the warpsim post, or point the link at the closest live page (for example the B200 tensor-core post) and remove the reference. Then run a link check across /news and /engineering and add it to the build so it does not happen again.

    Small breakages matter more to precise technical readers, and a link checker in the build costs nothing to run.

    Risks and how to handle them

    • The warpsim post is unfinished

      Relink now and restore the link when it ships.

    Evidence

    • Blog"Proving Kernels Correct Instead of Testing Them" (August 4, 2026): Z3-based proofs show a FlashAttention-style kernel equivalent to naive attention up to d=128; the post ends with a challenge (prove online softmax in under 100 lines and get an interview) and links to /news/warpsim, which returned 404 Not Found on two checks on November 9, 2026.Source
    • Your websiteSitemap (23 URLs, checked November 9, 2026): the homepage, /enterprise, /labs, /kernel-optimizer, /model-foundry, /news with 8 posts, /engineering and 8 careers URLs. It does not list /manifesto or any of the four /engineering/ posts, and there are no pricing, docs, customer-story or comparison pages.Source
  • 06

    SF Tensor's deep dives close with hiring calls: the B200 post invites readers who extend the model to apply for a job, and the formal-correctness post offers an interview for an online-softmax proof. The SOL-ExecBench post ends with no call to action at all. Only the LoRA post invites readers to talk. Readers who run kernels in production, the buyers, get a recruiting pitch and nothing for them.

    Medium impactLow effort First result in 1 month Founder & CEO

    First action

    Add the two-path footer to the SOL-ExecBench and B200 posts.

    How to measure it

    Post-sourced bookings

    Now
    –
    Target
    8 a month
    By
    90 days

    Steps

    1. 1

      Write offers

      One offer per post type: kernels, serving, compute.

      Founder & CEO 1 hour

    2. 2

      Build the footer

      A reusable two-path block for all posts.

      Member of Technical Staff, Product Engineering 2 hours

    3. 3

      Tag links

      Each booking link carries the post slug.

      Member of Technical Staff, Product Engineering 30 minutes

    4. 4

      Roll out

      All 8 news posts and 4 engineering posts.

      Member of Technical Staff, Product Engineering 1 hour

    5. 5

      Brief engineers

      Who takes a kernel-review call and what they bring.

      Member of Technical Staff, GPU Kernels 1 hour

    6. 6

      Measure

      Bookings and applications by post each month.

      Founder & CEO monthly

    First result
    1 month
    Cost
    $0
    Owner
    Founder & CEO

    Smallest test

    Add the footer to the SOL-ExecBench post and watch bookings for a month.

    Why it works

    Add a two-path footer to every post: "Working on this at your company? Bring us a workload" (booking link tagged with the post) and "Want to work on it? See open roles". Match the offer to the post: a kernel review for the kernel posts, a serving review for the LoRA post, a resumable trial for the Resumable Compute post.

    The audience that reads tensor-core bit models includes the engineers who choose training infrastructure. A matched offer turns that attention into conversations without hurting hiring.

    Risks and how to handle them

    • Sales tone puts off technical readers

      Keep it to one plain sentence, framed as an engineering offer.

    Evidence

    • Engineering blogB200 tensor-core post (July 11, 2026): a bit-exact model of the tcgen05.mma instruction covering 46 hardware-validated datapaths, released open source at github.com/sf-tensor/tcgen05; it closes by inviting readers who extend the model to apply for a job, with no product call to action.Source
    • Blog"Proving Kernels Correct Instead of Testing Them" (August 4, 2026): Z3-based proofs show a FlashAttention-style kernel equivalent to naive attention up to d=128; the post ends with a challenge (prove online softmax in under 100 lines and get an interview) and links to /news/warpsim, which returned 404 Not Found on two checks on November 9, 2026.Source
    • Engineering blog"One Model Per Customer Shouldn't Mean One GPU Per Customer" (May 17, 2026, by the CEO): one shared base model with a small LoRA adapter per customer instead of a GPU per customer, citing about 2,000 adapters on a single A100 with S-LoRA; it ends with an invitation to talk.Source
    • Blog"What we learned topping NVIDIA's SOL-ExecBench" (September 25, 2026): SOL-ExecBench is "NVIDIA's official kernel optimization benchmark for the B200" with 235 kernels from production workloads; SF Tensor ranked #1 overall and #1 in every track (average SOL score 0.7992 against 0.7974 for second place), with a 3.03x median speedup per kernel over NVIDIA's optimized reference, among 31,466 submissions from 583 teams. The post also describes an internal suite, KernelWorld, with a held-out slice (KernelWorld-Eval v0.1), and lists weaknesses in the benchmark's grading. It ends with no call to action.Source
  • 07

    SF Tensor's only public GitHub repository, tcgen05, has 64 stars and 7 forks, but its README links to neither sf-tensor.com nor the write-up, and has no contact, product or hiring prompt. The write-up itself drew 3 points and no comments on Hacker News. The people starring a bit-level Blackwell tensor-core model are kernel and compiler engineers, and nothing leads them from the repo to the company.

    Medium impactLow effort First result in 2 weeks Member of Technical Staff

    First action

    Add the three links and a citation block to the README.

    How to measure it

    GitHub referral sessions

    Now
    –
    Target
    200 a month
    By
    90 days

    Steps

    1. 1

      Edit README

      One line on SF Tensor, three links, a citation block.

      Member of Technical Staff, GPU Kernels 1 hour

    2. 2

      Org profile

      A profile README listing deep dives and roles.

      Member of Technical Staff, GPU Kernels 1 hour

    3. 3

      Tag links

      Source parameters so visits show in analytics.

      Member of Technical Staff, Product Engineering 15 minutes

    4. 4

      Share

      Post the repo where Blackwell numerics are discussed.

      Member of Technical Staff, GPU Kernels 1 hour

    5. 5

      Answer issues

      Reply to issues within a few days.

      Member of Technical Staff, GPU Kernels ongoing

    6. 6

      Measure

      Stars, referral visits and bookings mentioning GitHub.

      Founder & CEO monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Member of Technical Staff, GPU Kernels

    Smallest test

    Add the links today and check GitHub referral visits next month.

    Why it works

    Add a short header to the README: one line on SF Tensor, links to the write-up, the Kernel Optimizer page and open roles, and a citation block. Pin the repo on the organisation page with a profile README that lists the deep dives. Post the repo, not just the blog, in kernel and compiler communities where people discuss Blackwell numerics.

    Developers often find a company through its code before its website. A single link turns each visit to the repo into a possible visit to the site.

    Risks and how to handle them

    • Promotional READMEs annoy developers

      Keep it to one line and links, below the technical summary.

    Evidence

    • GitHubOne public repository, tcgen05 (MIT licence, 64 stars, 7 forks, 4 commits); the README has no link to sf-tensor.com or the blog post and no contact, product or hiring prompt.Source
    • Engineering blogB200 tensor-core post (July 11, 2026): a bit-exact model of the tcgen05.mma instruction covering 46 hardware-validated datapaths, released open source at github.com/sf-tensor/tcgen05; it closes by inviting readers who extend the model to apply for a job, with no product call to action.Source
    • Hacker NewsThe B200 tensor-core post was submitted to Hacker News and drew 3 points with no comments.Source
  • 08

    SF Tensor publishes about one substantial post a month across /news and /engineering, but neither index has a newsletter signup or an RSS feed, and LinkedIn is the only social profile in the footer. A researcher who reads the B200 post has no way to hear about the next one except remembering to come back, and launch posts get only the attention of whoever happens to see them that day.

    Medium impactLow effort First result in 1 month Founder & CEO

    First action

    Turn on RSS for /news and /engineering.

    How to measure it

    Email subscribers

    Now
    –
    Target
    500
    By
    90 days

    Steps

    1. 1

      Add RSS

      Feeds for /news and /engineering, linked in the page head.

      Member of Technical Staff, Product Engineering 2 hours

    2. 2

      Pick a tool

      A simple email tool with double opt-in.

      Founder & CEO 1 hour

    3. 3

      Add signup

      One field at the end of every post and on both indexes.

      Member of Technical Staff, Product Engineering half a day

    4. 4

      Write the template

      Title, three lines and a link per post.

      Founder & CEO 1 hour

    5. 5

      Send

      One email per new post.

      Founder & CEO per post

    6. 6

      Measure

      Subscribers, opens and bookings from email.

      Founder & CEO monthly

    First result
    1 month
    Cost
    Under $50 a month
    Owner
    Founder & CEO

    Smallest test

    Add RSS and a signup to the next post and count signups.

    Why it works

    Add an RSS feed for both indexes and a one-field signup ("Get the next deep dive") at the end of every post and on both index pages. Send one short email per post, and use the list to announce betas such as Resumable Compute first.

    An owned list compounds each post's reach and gives every launch a guaranteed first audience, which matters when the team has no marketing hires.

    Risks and how to handle them

    • Low publishing cadence makes the list go cold

      Commit to one email a month, even if it is a short research note.

    Evidence

    • Your websiteBlog index: 8 posts from September 2025 to October 29, 2026; no newsletter signup and no RSS feed; LinkedIn is the only social profile in the footer.Source
    • Your websiteEngineering index: four deep dives, "Formalizing PTX in Lean to Prove GPU Kernel Correctness" (November 2, 2026), "Reverse-Engineering the B200's Tensor Core, One Bit at a Time" (July 11, 2026), "One Model Per Customer Shouldn't Mean One GPU Per Customer" (May 17, 2026) and "We Got Sick of 'Works on My Machine'" (January 15, 2026), at /engineering/formalizing-ptx, /engineering/bitwise-tcgen05, /engineering/multi-tenant-lora and /engineering/infrastructure-tack.Source
    • Hacker NewsThe B200 tensor-core post was submitted to Hacker News and drew 3 points with no comments.Source
  • 09

    The October 2025 Tensor Cloud post announces a private beta that moves jobs off preemptible instances to save "up to 80%". Nothing on it says whether Tensor Cloud still exists or became part of Model Foundry, while the newer Resumable Compute post makes a different savings claim for a similar idea. A visitor who finds the old post through search meets a product name the rest of the site no longer uses.

    Low impactLow effort First result in 2 weeks Founder & CEO

    First action

    Write the two-sentence update note.

    How to measure it

    Tensor Cloud post click-through

    Now
    –
    Target
    10% of visits
    By
    60 days

    Steps

    1. 1

      Write the note

      What Tensor Cloud became, with the date.

      Founder & CEO 15 minutes

    2. 2

      Add links

      Model Foundry and Resumable Compute.

      Member of Technical Staff, Product Engineering 15 minutes

    3. 3

      Align the claim

      Say how "up to 80%" relates to today's pricing.

      Founder & CEO 15 minutes

    4. 4

      Check other posts

      Look for retired names in older posts.

      Member of Technical Staff, Product Engineering 30 minutes

    5. 5

      Update metadata

      Refresh the description and lastmod date.

      Member of Technical Staff, Product Engineering 15 minutes

    6. 6

      Measure

      Clicks from the post to product pages.

      Founder & CEO monthly

    First result
    2 weeks
    Cost
    $0
    Owner
    Founder & CEO

    Smallest test

    Add the note and links today.

    Why it works

    Add a dated note at the top: what Tensor Cloud became, with links to Model Foundry and the Resumable Compute post. Keep the original text for the record. Do the same for any other post whose product name has changed.

    Old launch posts keep collecting search visits; an update note turns them into a path to the current product instead of a dead end.

    Risks and how to handle them

    • Readers think the product was dropped

      Frame it as "now part of Model Foundry".

    Evidence

    • Blog"Tensor Cloud Launch" (October 6, 2025): a private beta of a cloud-agnostic interface that moves jobs off preemptible instances to save "up to 80%"; nothing on the page says whether Tensor Cloud is still a product or has become part of Model Foundry.Source
    • Blog"Introducing Resumable Compute" (October 29, 2026): "It costs 70% less than on-demand", but the post's own table lists Resumable at "35%" of the on-demand price (65% less) and Spot at "30%", while the text says Spot is "up to 90% cheaper"; billing per second; a multi-node pre-training run moved 13 times across 5 clusters on 3 clouds with a 7-second median gap; "available today in beta on Model Foundry", linking to /model-foundry, with no separate way to request access.Source

This quarter 9

The core plays for the next three months.

  • 10

    Across its pages SF Tensor cites "3x more runs" (homepage and labs), "3.55×" against an unnamed benchmark (labs), a 3.03x median speedup (SOL-ExecBench post), a 70% average training cost reduction (enterprise sovereignty post), "up to 80%" (Tensor Cloud), 70% less than on-demand for Resumable Compute (whose own table implies 65%), and specialists at "a fifth of the cost" (enterprise). Each may be true, but none links to how it was measured, and technical buyers will notice that they differ.

    High impactMedium effort First result in 1 month Founder & CEO

    First action

    List every number on the site and its source in a spreadsheet.

    How to measure it

    Results-page assisted bookings

    Now
    –
    Target
    20% of bookings
    By
    1 quarter

    Steps

    1. 1

      Inventory claims

      Every figure on every page and post.

      Founder & CEO half a day

    2. 2

      Find the source

      The measurement, baseline and date for each.

      Member of Technical Staff, AI-Driven Compilation 1 week

    3. 3

      Reconcile

      Choose one figure per claim and fix the pages.

      Founder & CEO 2 days

    4. 4

      Build /results

      A table with links to posts and data.

      Member of Technical Staff, Product Engineering 2 days

    5. 5

      Link figures

      Every headline number links to its row.

      Member of Technical Staff, Product Engineering 1 day

    6. 6

      Review quarterly

      Update and retire claims.

      Founder & CEO quarterly

    First result
    1 month
    Cost
    About two weeks of part-time staff effort
    Owner
    Founder & CEO

    Smallest test

    Publish rows for the three homepage numbers first.

    Why it works

    Publish /results: one row per claim with the number, what it measures, the baseline, the workloads, the date and a link to the post or data behind it. Link every headline figure on the site to its row. Update it each quarter, and retire claims that can no longer be backed.

    Precise buyers trust numbers they can trace. One page that owns every figure lets the site keep bold claims while removing the doubt that mismatched figures create, and it gives the team a reference for every sales call.

    Risks and how to handle them

    • Some claims cannot be fully backed

      Soften or remove them; fewer strong numbers beat many loose ones.

    • Revealing customer workloads

      Describe workloads by type only, with customer approval.

    Builds on

    Evidence

    • Your websiteHomepage (checked November 9, 2026): H1 "Train what doesn't exist yet."; a card headed "#1 on NVIDIA's own benchmark" that names no benchmark and links nowhere; "3x more runs"; up to 10,000 GPUs across NVIDIA, AMD, TPU or Trainium; savings-share pricing ("You only pay us a share of what we save you, which means you pay nothing if your bill doesn't go down") against a self-managed cluster and a managed GPU cloud; an embedded research team with a production model in about six weeks. No customer logos, testimonials or case studies; the only calls to action are two Cal.com booking links ("Plan a training run", "Talk to an engineer"); no self-serve signup, docs or trial.Source
    • Your websiteAI labs page: "3.55×" "Faster than NVIDIA's baseline on its own kernel benchmark. #1 overall", with the benchmark neither named nor linked; "3× more runs" "From the same compute budget, on average across lab workloads"; 1 to 10,000 GPUs; keep your framework and model code; no customers and no pricing.Source
    • Blog"Solving the Bottleneck to Enterprise AI Sovereignty" (August 4, 2026): argues that compute access, not silicon supply, is the bottleneck, because moving workloads to other chips takes months of manual kernel tuning; claims a "70%" average training cost reduction for enterprise post-training and new-lab pre-training.Source
    • Blog"Tensor Cloud Launch" (October 6, 2025): a private beta of a cloud-agnostic interface that moves jobs off preemptible instances to save "up to 80%"; nothing on the page says whether Tensor Cloud is still a product or has become part of Model Foundry.Source
    • Your websiteEnterprise page: "Turn proprietary data into proprietary advantage"; financial services, healthcare and life sciences, industrial and public sector; early models by "Week 3" and production in "6 weeks"; specialists at "a fifth of the cost"; customer data "never pooled, shared, or used to train models for anyone else" and training inside the customer's own cloud; a Trust Center link; no named customers, testimonials or case studies.Source
  • 11

    SF Tensor's pricing is unusual and attractive ("You only pay us a share of what we save you, which means you pay nothing if your bill doesn't go down"), but the site gives no share percentage, no example and no way to estimate it, and every path ends in a booking. Rivals such as Modal show per-second prices and free credits up front. A head of research who wants to justify a call to their CFO has nothing to show.

    High impactMedium effort First result in 1 month Founder & CEO

    First action

    Write the formula with three example teams at different spend levels.

    How to measure it

    Estimator-to-booking rate

    Now
    –
    Target
    15% of estimator users
    By
    1 quarter

    Steps

    1. 1

      Write the formula

      Spend, chip, resumable share and utilisation to a savings range.

      Founder & CEO 2 days

    2. 2

      Check with data

      Test it against past runs.

      Member of Technical Staff, AI-Driven Compilation 3 days

    3. 3

      Build the widget

      Four inputs, one range, assumptions listed.

      Member of Technical Staff, Product Engineering 1 week

    4. 4

      Pre-fill booking

      Pass the estimate to the Cal.com form.

      Member of Technical Staff, Product Engineering 1 day

    5. 5

      Use on calls

      Start first calls from the estimate.

      Founder & CEO ongoing

    6. 6

      Calibrate

      Compare estimates with actual savings each quarter.

      Member of Technical Staff, AI-Driven Compilation quarterly

    First result
    1 month
    Cost
    About two weeks of engineering time
    Owner
    Founder & CEO

    Smallest test

    Publish three worked examples as a static table first.

    Why it works

    Build a simple estimator on the homepage pricing section: monthly GPU spend, chip type, share of jobs that could run resumable, and current utilisation. It shows a range of expected savings, SF Tensor's share and the net saving, with assumptions listed and linked to /results. The result pre-fills the booking form so the first call starts from numbers.

    Savings-share pricing is easiest to sell when the buyer can see the saving before talking to anyone; the estimate also qualifies leads by spend.

    Risks and how to handle them

    • Estimates set expectations that runs miss

      Show a range and the assumptions; savings-share means the customer pays less if savings are lower.

    • Publishing the share invites price comparison

      Show the net saving rather than the raw percentage if needed.

    Builds on

    Evidence

    • Your websiteHomepage (checked November 9, 2026): H1 "Train what doesn't exist yet."; a card headed "#1 on NVIDIA's own benchmark" that names no benchmark and links nowhere; "3x more runs"; up to 10,000 GPUs across NVIDIA, AMD, TPU or Trainium; savings-share pricing ("You only pay us a share of what we save you, which means you pay nothing if your bill doesn't go down") against a self-managed cluster and a managed GPU cloud; an embedded research team with a production model in about six weeks. No customer logos, testimonials or case studies; the only calls to action are two Cal.com booking links ("Plan a training run", "Talk to an engineer"); no self-serve signup, docs or trial.Source
    • Competitor researchRivals' own homepages: Modal, "The platform for production AI" with Training and Sandboxes, self-serve signup with $30 a month of free compute, per-second billing and customer logos (DoorDash, Cognition, Ramp); Together AI, "Build what's next on the AI Native Cloud" with GPU clusters and fine-tuning, API signup and named customer results; Lambda, "The Superintelligence Cloud", self-serve GPU instances and SOC 2 Type II.Source
    • Blog"Introducing Resumable Compute" (October 29, 2026): "It costs 70% less than on-demand", but the post's own table lists Resumable at "35%" of the on-demand price (65% less) and Spot at "30%", while the text says Spot is "up to 90% cheaper"; billing per second; a multi-node pre-training run moved 13 times across 5 clusters on 3 clouds with a 7-second median gap; "available today in beta on Model Foundry", linking to /model-foundry, with no separate way to request access.Source
  • 12

    The Kernel Optimizer page asks visitors to "Bring us a workload" but only offers a meeting. The GPU Compiler job post says the search "found FlashAttention v4-level performance on a B300 in about 25 minutes", the sandbox service already runs every compiler measurement in isolation and supports "customer workloads that require isolation", and the proof engine certifies results. The pieces for a fast, concrete trial exist; the offer on the site is vague.

    High impactMedium effort First result in 1 month Member of Technical Staff

    First action

    Run the teardown on one internal operator and turn the output into a sample report.

    How to measure it

    Teardown-to-customer conversion

    Now
    –
    Target
    25%
    By
    2 quarters

    Steps

    1. 1

      Define the input

      One operator spec, target chips and current timing.

      Member of Technical Staff, GPU Compiler 2 days

    2. 2

      Automate the run

      Search, measure in the sandbox, prove, report.

      Member of Technical Staff, Sandbox Infrastructure 2 weeks

    3. 3

      Template the report

      Speedup, chips, proof result and next steps.

      Member of Technical Staff, GPU Kernels 3 days

    4. 4

      Publish the offer

      With a sample report on /kernel-optimizer and /labs.

      Member of Technical Staff, Product Engineering 2 days

    5. 5

      Cap capacity

      A weekly limit and a queue.

      Founder & CEO 1 hour

    6. 6

      Follow up

      A call within a week of each report.

      Founder & CEO ongoing

    7. 7

      Learn

      Feed teardown results back into the search.

      Member of Technical Staff, AI-Driven Compilation monthly

    First result
    1 month
    Cost
    Compute for each teardown plus about three weeks of engineering to automate
    Owner
    Member of Technical Staff, GPU Compiler

    Smallest test

    Offer three teardowns to teams who booked calls this month.

    Why it works

    Productize the first step: a team sends one PyTorch or JAX operator spec (no data or weights needed), and within 48 hours gets a short report with the fastest kernel found on two target chips, the speedup over their current implementation, and the proof result. Put the offer and a sample report on /kernel-optimizer and /labs, and cap it at a few per week.

    A concrete, time-boxed result on the buyer's own operator is far more persuasive than a benchmark, and it starts the sales conversation with evidence.

    Risks and how to handle them

    • Teardowns eat engineering time

      Automate end to end and cap the weekly number.

    • Some operators show small gains

      Report honestly and suggest where bigger gains are likely.

    Builds on

    Evidence

    • Your websiteKernel Optimizer page (title "Automatic Kernel Optimizer | SF Tensor", H1 "Kernels at the speed of light, on any chip."): explains Specify, Search and Prove and says "We run hundreds of millions of tests on each new chip", but never mentions SOL-ExecBench, NVIDIA, B200, FlashAttention, "#1" or any speedup, names no chip vendor, shows no customers or pricing and links to no blog or engineering post. Its calls to action ("Bring us a workload", "Plan a training run", "Talk to an engineer") are all booking links.Source
    • HiringMember of Technical Staff, GPU Compiler (posted August 29, 2026): "the search found FlashAttention v4-level performance on a B300 in about 25 minutes"; expands "agent- and RL-driven program search" and works "with customer workloads".Source
    • HiringMember of Technical Staff, Sandbox Infrastructure (posted August 29, 2026): "a serverless GPU container service across NVIDIA, AMD, TPU and Trainium" that runs compiler measurements, internal post-training and "customer workloads that require isolation".Source
    • HiringMember of Mathematical Staff (posted September 27, 2026): will "own the proof engine end-to-end" and work on "formally proving sandboxes safe".Source
  • 13

    The three-year post says SF Tensor has run more than 10,000 training runs and experiments on more than 100 architectures, for "friends & customers" in drug discovery, materials science, medical AI, robotics, genomics, image and video and voice. None appears anywhere on the site: there are no logos, testimonials or case studies on the homepage, labs or enterprise pages. Rivals such as Modal and Together AI lead with named customers and results.

    High impactMedium effort First result in 6 weeks Founder & CEO

    First action

    Pick three past runs with clear before-and-after numbers and ask each customer for permission.

    How to measure it

    Labs and enterprise page booking rate

    Now
    –
    Target
    +20%
    By
    1 quarter

    Steps

    1. 1

      Choose runs

      Three segments with clear numbers.

      Founder & CEO 2 days

    2. 2

      Get permission

      Named or anonymized, in writing.

      Founder & CEO 2 weeks

    3. 3

      Pull the numbers

      Runs per budget, cost and time saved.

      Member of Technical Staff, Post-Training & Applied Research 3 days

    4. 4

      Write the stories

      Problem, change, result, in 300 words each.

      Founder & CEO 1 week

    5. 5

      Publish

      One each on /labs, /enterprise and the homepage.

      Member of Technical Staff, Product Engineering 2 days

    6. 6

      Measure

      Booking rate on those pages.

      Founder & CEO monthly

    First result
    6 weeks
    Cost
    Staff time only
    Owner
    Founder & CEO

    Smallest test

    Publish one anonymized lab story on /labs.

    Why it works

    Write three short stories, anonymized where needed ("a Series A robotics lab"), each with the starting problem, what SF Tensor changed (kernels, placement, failure recovery), and before-and-after numbers: runs per budget, cost, time to first result. Put one on each of /labs, /enterprise and the homepage, and ask each customer whether they will allow their name later.

    Buyers want to see someone like them succeed. Anonymized stories with real numbers give that proof without breaking confidentiality, and they are the material that is missing between the benchmark and the booking.

    Risks and how to handle them

    • Customers decline

      Offer anonymized versions and approval of every line.

    Evidence

    • Blog"Reflecting on 3 years of frontier-scale training" (October 19, 2026): the pivot to infrastructure in April 2025; 57 internal tools became Model Foundry; more than 10,000 training runs and experiments and more than 100 unique architectures, on NVIDIA, AMD, TPU, Trainium and 5 other vendors across 23 microarchitectures and 30+ clouds; training for "friends & customers" (none named) in drug discovery, materials science, medical AI, robotics, genomics, image and video generation and voice; thesis: "the labs that win won't have the most compute, they'll have the fastest iteration speed."Source
    • Your websiteEnterprise page: "Turn proprietary data into proprietary advantage"; financial services, healthcare and life sciences, industrial and public sector; early models by "Week 3" and production in "6 weeks"; specialists at "a fifth of the cost"; customer data "never pooled, shared, or used to train models for anyone else" and training inside the customer's own cloud; a Trust Center link; no named customers, testimonials or case studies.Source
    • Competitor researchRivals' own homepages: Modal, "The platform for production AI" with Training and Sandboxes, self-serve signup with $30 a month of free compute, per-second billing and customer logos (DoorDash, Cognition, Ramp); Together AI, "Build what's next on the AI Native Cloud" with GPU clusters and fine-tuning, API signup and named customer results; Lambda, "The Superintelligence Cloud", self-serve GPU instances and SOC 2 Type II.Source
  • 14

    The enterprise page names three industries (financial services; healthcare and life sciences; industrial and public sector) and examples such as underwriting history, clinical protocols and factory telemetry, but all on one page. The post-training job post says the enterprise offer turns "a customer's dataset into a specialist model in days" with reward functions designed alongside customer domain experts. Buyers in each industry search in their own terms and want to see their own use case.

    Medium impactMedium effort First result in 2 months Member of Technical Staff

    First action

    Write the financial services page first, around one underwriting example.

    How to measure it

    Industry-page bookings

    Now
    –
    Target
    6 a quarter
    By
    2 quarters

    Steps

    1. 1

      Pick examples

      One realistic use case per industry.

      Member of Technical Staff, Post-Training & Applied Research 2 days

    2. 2

      Write the plan

      Data, evals, rewards and weeks to production.

      Member of Technical Staff, Post-Training & Applied Research 1 week

    3. 3

      Add the boundary

      Where data and weights live for each option.

      Member of Technical Staff, Sandbox Infrastructure 2 days

    4. 4

      Build pages

      Three pages linked from /enterprise.

      Member of Technical Staff, Product Engineering 1 week

    5. 5

      Use in outreach

      Send the matching page to each prospect.

      Founder & CEO ongoing

    6. 6

      Measure

      Visits and bookings per industry page.

      Founder & CEO monthly

    First result
    2 months
    Cost
    Staff time only
    Owner
    Member of Technical Staff, Post Training & Applied Research

    Smallest test

    Publish the financial services page and send it to five prospects.

    Why it works

    Create /enterprise/financial-services, /enterprise/healthcare and /enterprise/industrial. Each has one worked example (for instance an underwriting triage model), the data needed, the evaluation used, the week-by-week plan to production, the deployment options and the data boundary. Link them from the enterprise page and use them in outreach.

    Industry pages match how enterprise buyers search and give each champion something specific to forward internally.

    Risks and how to handle them

    • Regulated industries need careful claims

      Describe the process and controls, not guaranteed outcomes.

    Evidence

    • Your websiteEnterprise page: "Turn proprietary data into proprietary advantage"; financial services, healthcare and life sciences, industrial and public sector; early models by "Week 3" and production in "6 weeks"; specialists at "a fifth of the cost"; customer data "never pooled, shared, or used to train models for anyone else" and training inside the customer's own cloud; a Trust Center link; no named customers, testimonials or case studies.Source
    • HiringMember of Technical Staff, Post-Training & Applied Research (posted August 29, 2026): "our enterprise offering promises we'll turn a customer's dataset into a specialist model in days"; designs reward functions with customer domain experts and will "embed with customers as a forward-deployed researcher".Source
  • 15

    The enterprise page makes strong promises (training inside the customer's cloud, the customer owns every checkpoint, data "never pooled, shared, or used to train models for anyone else") and links a Trust Center. But the promises are spread across prose, and enterprise deals in finance and healthcare stall on security questionnaires and legal review. Lambda, for one, puts SOC 2 Type II on its homepage.

    Medium impactMedium effort First result in 1 quarter Founder & CEO

    First action

    Collect the questions asked in the last five enterprise conversations.

    How to measure it

    Enterprise sales cycle

    Now
    –
    Target
    -25%
    By
    2 quarters

    Steps

    1. 1

      Collect questions

      From recent enterprise calls and questionnaires.

      Founder & CEO 2 days

    2. 2

      Draw the boundary

      Data, weights and logs for each deployment option.

      Member of Technical Staff, Sandbox Infrastructure 3 days

    3. 3

      Write plain terms

      Ownership and data use on one page.

      Founder & CEO 2 days

    4. 4

      Answer the top 30

      Standard security questionnaire items.

      Member of Technical Staff, Sandbox Infrastructure 1 week

    5. 5

      Publish

      Request link on /enterprise and the Trust Center.

      Member of Technical Staff, Product Engineering 1 day

    6. 6

      Track

      Cycle time for deals that received the pack.

      Founder & CEO quarterly

    First result
    1 quarter
    Cost
    Staff time; legal review if terms change
    Owner
    Founder & CEO

    Smallest test

    Send the diagram and plain terms to the next enterprise prospect.

    Why it works

    Assemble one pack: a diagram of where data, weights and logs live for each deployment option, the ownership and data-use terms in plain language, how sandboxed customer workloads are isolated, answers to the 30 most common security questionnaire items, and the current compliance status from the Trust Center. Offer it on /enterprise and send it after every first enterprise call.

    Shortening security review is one of the most effective ways for a small vendor to speed up enterprise deals, and it lets the champion do the internal selling.

    Risks and how to handle them

    • Answers go out of date

      Date the pack and review it each quarter.

    Evidence

    • Your websiteEnterprise page: "Turn proprietary data into proprietary advantage"; financial services, healthcare and life sciences, industrial and public sector; early models by "Week 3" and production in "6 weeks"; specialists at "a fifth of the cost"; customer data "never pooled, shared, or used to train models for anyone else" and training inside the customer's own cloud; a Trust Center link; no named customers, testimonials or case studies.Source
    • HiringMember of Technical Staff, Sandbox Infrastructure (posted August 29, 2026): "a serverless GPU container service across NVIDIA, AMD, TPU and Trainium" that runs compiler measurements, internal post-training and "customer workloads that require isolation".Source
    • Competitor researchRivals' own homepages: Modal, "The platform for production AI" with Training and Sandboxes, self-serve signup with $30 a month of free compute, per-second billing and customer logos (DoorDash, Cognition, Ramp); Together AI, "Build what's next on the AI Native Cloud" with GPU clusters and fine-tuning, API signup and named customer results; Lambda, "The Superintelligence Cloud", self-serve GPU instances and SOC 2 Type II.Source
  • 16

    Under savings-share pricing the invoice is itself the proof of value, but only if the customer can see the saving behind it. The AI-Driven Compilation role is meant to "close the loop with production workloads so that the compiler keeps improving from what customers actually run", and Model Foundry already records lineage from data to checkpoints to evals. The data for a clear monthly report exists inside the product.

    High impactMedium effort First result in 1 month Member of Technical Staff

    First action

    Draft the report for one customer by hand from last month's runs.

    How to measure it

    Workloads added by existing customers

    Now
    –
    Target
    +1 workload per customer per quarter
    By
    2 quarters

    Steps

    1. 1

      Draft by hand

      One customer, last month.

      Founder & CEO 1 day

    2. 2

      Define the fields

      Runs, hours, kernels, recoveries, saving, share.

      Member of Technical Staff, Product Engineering 2 days

    3. 3

      Pull the data

      From run lineage and billing.

      Member of Technical Staff, Product Engineering 2 weeks

    4. 4

      Add recommendations

      Workloads that could save more.

      Member of Technical Staff, AI-Driven Compilation 1 week

    5. 5

      Send monthly

      PDF plus an in-product view.

      Member of Technical Staff, Product Engineering monthly

    6. 6

      Review with customers

      A quarterly call on the report.

      Founder & CEO quarterly

    First result
    1 month
    Cost
    About three weeks of engineering
    Owner
    Member of Technical Staff, Product Engineering

    Smallest test

    Send a hand-made report to one customer this month.

    Why it works

    Generate a one-page report per customer each month inside Model Foundry: runs completed, GPU hours by chip, kernels the search improved and by how much, failures recovered automatically, estimated cost without SF Tensor, the saving and the share billed. Make it easy to forward to finance, and flag workloads that could save more if moved to Resumable Compute or another chip.

    A customer who sees the saving every month renews and expands; the report also gives the internal champion numbers to defend the budget.

    Risks and how to handle them

    • Disputes about the baseline cost

      Agree the baseline method at contract start and show it on the report.

    Evidence

    • Your websiteHomepage (checked November 9, 2026): H1 "Train what doesn't exist yet."; a card headed "#1 on NVIDIA's own benchmark" that names no benchmark and links nowhere; "3x more runs"; up to 10,000 GPUs across NVIDIA, AMD, TPU or Trainium; savings-share pricing ("You only pay us a share of what we save you, which means you pay nothing if your bill doesn't go down") against a self-managed cluster and a managed GPU cloud; an embedded research team with a production model in about six weeks. No customer logos, testimonials or case studies; the only calls to action are two Cal.com booking links ("Plan a training run", "Talk to an engineer"); no self-serve signup, docs or trial.Source
    • HiringMember of Technical Staff, AI-Driven Compilation (posted August 29, 2026): "close the loop with production workloads so that the compiler keeps improving from what customers actually run".Source
    • HiringMember of Technical Staff, Product Engineering (posted August 29, 2026, $225k–$275k): "You'll take full ownership of product areas in Model Foundry"; "Foundry is used by both our customers, our internal research team as well as our forward-deployed researchers".Source
  • 17

    SF Tensor pivoted in April 2025 after meeting a lab founder who had raised hundreds of millions and still lost time to kernels, infrastructure and failures; its thesis is that "the labs that win won't have the most compute, they'll have the fastest iteration speed." Its Launch YC post asked for introductions to people who train or fine-tune models. The investors who fund new labs see these teams first and care most about how far each dollar of compute goes.

    High impactLow effort First result in 1 month Founder & CEO

    First action

    Write the brief and send it to five investors who already know the company.

    How to measure it

    Investor-sourced first calls

    Now
    –
    Target
    10 a quarter
    By
    1 quarter

    Steps

    1. 1

      Write the brief

      One page: thesis, proof, pricing.

      Founder & CEO 1 day

    2. 2

      List investors

      Funds and angels backing training-heavy startups.

      Founder & CEO 1 day

    3. 3

      Make the offer

      A teardown or savings estimate for portfolio teams.

      Founder & CEO 1 hour

    4. 4

      Send

      Personal notes, five a week.

      Founder & CEO weekly

    5. 5

      Follow up

      Report back to each investor on their introductions.

      Founder & CEO ongoing

    6. 6

      Track

      Introductions, calls and customers by investor.

      Founder & CEO monthly

    First result
    1 month
    Cost
    $0
    Owner
    Founder & CEO

    Smallest test

    Send the brief to three investors this week.

    Why it works

    Write a one-page brief for investors: why iteration speed decides which new labs win, what SF Tensor changes (more runs per budget, any chip, automatic recovery), the savings-share model (no saving, no fee), and the benchmark result. Send it to the YC network and to funds backing model-training startups, asking for introductions to portfolio teams about to start large runs. Offer portfolio teams a kernel teardown or a free savings estimate.

    One investor can introduce many teams at the moment they raise money for compute, and savings-share pricing is easy for an investor to recommend because it carries no downside for the portfolio.

    Risks and how to handle them

    • Investors pass the brief on without context

      Keep it accurate and dated; link to /results.

    Evidence

    • Launch YCLaunch YC post: an infrastructure layer for kernel optimization, GPU sourcing and distributed training; the founders describe research turning into "an ugly mix of writing CUDA, debugging driver mismatches and optimizing inter-GPU collective operations"; the ask is introductions to people who train or fine-tune AI models.Source
    • Blog"Reflecting on 3 years of frontier-scale training" (October 19, 2026): the pivot to infrastructure in April 2025; 57 internal tools became Model Foundry; more than 10,000 training runs and experiments and more than 100 unique architectures, on NVIDIA, AMD, TPU, Trainium and 5 other vendors across 23 microarchitectures and 30+ clouds; training for "friends & customers" (none named) in drug discovery, materials science, medical AI, robotics, genomics, image and video generation and voice; thesis: "the labs that win won't have the most compute, they'll have the fastest iteration speed."Source
  • 18

    Real visitors pass Core Web Vitals (field LCP 1.3 s, CLS 0), so this is not urgent, but field LCP is 23% slower than in the prior period. In Google's mobile lab test the main content takes 6.0 s to appear, and the slowest element is the training-dashboard image. The page loads about 413 KB of unused JavaScript, and Google Tag Manager alone is 275 KB alongside LinkedIn, Reddit and Google ad tags. Desktop scores 99.

    Low impactLow effort First result in 1 week Member of Technical Staff

    First action

    List every tag in Google Tag Manager and who uses it.

    How to measure it

    Mobile LCP (lab)

    Now
    –
    Target
    Under 2.5 s
    By
    1 month

    Steps

    1. 1

      Audit tags

      Owner and purpose of each tag.

      Founder & CEO 1 hour

    2. 2

      Defer tags

      Load ad and social tags after interaction.

      Member of Technical Staff, Product Engineering 2 hours

    3. 3

      Resize the hero

      A mobile version of the dashboard image, preloaded.

      Member of Technical Staff, Product Engineering 2 hours

    4. 4

      Split JavaScript

      Remove or lazy-load unused code.

      Member of Technical Staff, Product Engineering 1 day

    5. 5

      Retest

      PageSpeed mobile and desktop.

      Member of Technical Staff, Product Engineering 30 minutes

    6. 6

      Watch field data

      Field LCP trend after 28 days.

      Member of Technical Staff, Product Engineering monthly

    First result
    1 week
    Cost
    $0
    Owner
    Member of Technical Staff, Product Engineering

    Smallest test

    Serve a smaller hero image to phones and rerun PageSpeed.

    Why it works

    Serve a smaller, preloaded version of the dashboard image to phones, load ad and social tags after the page is interactive, remove any tags no longer used for campaigns, and split unused JavaScript. Recheck PageSpeed and the field data after a month.

    Links shared on LinkedIn and messaging apps are often opened on phones; keeping the first view fast protects the impression a technical buyer forms.

    Risks and how to handle them

    • Deferring tags under-counts ad conversions

      Keep conversion events and defer only the libraries.

    Evidence

    • PageSpeedGoogle PageSpeed, homepage (November 9, 2026): mobile performance 74 (desktop 99); lab LCP 6.0 s on mobile, where the LCP element is the training-dashboard image; real visitors pass Core Web Vitals (field LCP 1.3 s, CLS 0), though field LCP is 23% slower than in the prior period; about 413 KB of unused JavaScript; Google Tag Manager (275 KB) plus LinkedIn, Reddit and Google ad tags.Source

Big bets 3

Larger plays that can change the trajectory.

  • 19

    SF Tensor's SOL-ExecBench post argues the benchmark is close to saturated and lists grading weaknesses: correctness bounds too loose on some tasks and too tight on others, scores above 1.0, and a grader running in the same process as the candidate kernel. It also mentions an internal suite, KernelWorld, with a held-out slice. The company employs people to own a proof engine and to formally prove sandboxes safe, exactly what a stricter benchmark needs.

    High impactHigh effort First result in 2 quarters Member of Technical Staff

    First action

    Decide which KernelWorld tasks can be published without exposing customer workloads.

    How to measure it

    Benchmark participants

    Now
    –
    Target
    50 teams
    By
    2 quarters after launch

    Steps

    1. 1

      Select tasks

      Publishable kernels across vendors.

      Member of Technical Staff, AI-Driven Compilation 2 weeks

    2. 2

      Build the grader

      Isolated execution in the sandbox.

      Member of Technical Staff, Sandbox Infrastructure 1 month

    3. 3

      Add proofs

      Formal correctness checks per task.

      Member of Mathematical Staff 1 month

    4. 4

      Write the paper

      Method, tasks and baselines.

      Member of Technical Staff, AI-Driven Compilation 3 weeks

    5. 5

      Launch

      Leaderboard, repo and announcement.

      Founder & CEO 1 week

    6. 6

      Invite vendors

      Ask chip vendors to submit reference kernels.

      Founder & CEO ongoing

    7. 7

      Maintain

      New tasks each quarter.

      Member of Technical Staff, GPU Kernels quarterly

    First result
    2 quarters
    Cost
    Compute for grading plus about two months of part-time engineering
    Owner
    Member of Technical Staff, AI Driven Compilation

    Smallest test

    Publish 20 tasks with the isolated grader and see who submits.

    Why it works

    Publish KernelWorld-Eval as an open benchmark: production-style kernels across several chip vendors, a grader that runs isolated from the candidate, formally checked correctness, and a public leaderboard. Invite other teams and chip vendors to submit. SF Tensor becomes the place where kernel performance is measured across vendors, which suits a company selling portability.

    Benchmarks attract the exact audience a kernel company sells to and keep its name in every paper and post that cites the results. Running one across vendors reinforces the "any chip" message.

    Risks and how to handle them

    • Seen as grading its own homework

      Open the grader code and invite outside maintainers.

    • Leaks customer workloads

      Use only synthetic or public operators.

    Evidence

    • Blog"What we learned topping NVIDIA's SOL-ExecBench" (September 25, 2026): SOL-ExecBench is "NVIDIA's official kernel optimization benchmark for the B200" with 235 kernels from production workloads; SF Tensor ranked #1 overall and #1 in every track (average SOL score 0.7992 against 0.7974 for second place), with a 3.03x median speedup per kernel over NVIDIA's optimized reference, among 31,466 submissions from 583 teams. The post also describes an internal suite, KernelWorld, with a held-out slice (KernelWorld-Eval v0.1), and lists weaknesses in the benchmark's grading. It ends with no call to action.Source
    • HiringMember of Mathematical Staff (posted September 27, 2026): will "own the proof engine end-to-end" and work on "formally proving sandboxes safe".Source
    • HiringMember of Technical Staff, AI-Driven Compilation (posted August 29, 2026): "close the loop with production workloads so that the compiler keeps improving from what customers actually run".Source
  • 20

    SF Tensor argues that compute access, not silicon supply, is the bottleneck, because moving a workload to another chip takes months of manual kernel tuning, and it already runs the same config on NVIDIA, AMD, TPU and Trainium, with hardware from 5 other vendors across 23 microarchitectures and 30+ clouds. Every vendor and cloud trying to win training workloads from NVIDIA has the same problem SF Tensor solves: customers will not rewrite their code.

    High impactHigh effort First result in 2 quarters Founder & CEO

    First action

    List the three vendors or clouds where SF Tensor already runs well and has a contact.

    How to measure it

    Customers from co-selling

    Now
    –
    Target
    5
    By
    3 quarters

    Steps

    1. 1

      Pick partners

      One or two with capacity and motivation.

      Founder & CEO 2 weeks

    2. 2

      Prove a port

      One reference workload on their hardware, no code changes.

      Member of Technical Staff, GPU Compiler 1 month

    3. 3

      Agree terms

      Referral, marketplace listing and co-marketing.

      Founder & CEO 1 month

    4. 4

      Enable their sellers

      A one-page brief and qualifying questions.

      Founder & CEO 1 week

    5. 5

      Publish

      Joint benchmark and story.

      Member of Technical Staff, GPU Kernels 1 month

    6. 6

      Review

      Pipeline from each partner each quarter.

      Founder & CEO quarterly

    First result
    2 quarters
    Cost
    Founder time plus engineering for reference ports
    Owner
    Founder & CEO

    Smallest test

    Run one joint webinar or workshop with a single partner.

    Why it works

    Pick one or two chip vendors or clouds with spare capacity and a reason to win training workloads. Offer a joint program: their sales team brings customers, SF Tensor ports and optimizes the workload with no code changes, and the customer gets the cheaper capacity. Publish one joint benchmark and one joint customer story, and list SF Tensor in the partner's marketplace.

    A vendor's sales team reaches far more buyers than a small startup, and the vendor gains a way to remove its biggest objection. Savings-share pricing aligns everyone around the cheaper run.

    Risks and how to handle them

    • Seen as tied to one vendor

      Work with more than one and keep the cross-vendor message.

    • Partner leads are low quality

      Agree qualifying criteria up front.

    Builds on

    Evidence

    • Blog"Solving the Bottleneck to Enterprise AI Sovereignty" (August 4, 2026): argues that compute access, not silicon supply, is the bottleneck, because moving workloads to other chips takes months of manual kernel tuning; claims a "70%" average training cost reduction for enterprise post-training and new-lab pre-training.Source
    • Blog"Reflecting on 3 years of frontier-scale training" (October 19, 2026): the pivot to infrastructure in April 2025; 57 internal tools became Model Foundry; more than 10,000 training runs and experiments and more than 100 unique architectures, on NVIDIA, AMD, TPU, Trainium and 5 other vendors across 23 microarchitectures and 30+ clouds; training for "friends & customers" (none named) in drug discovery, materials science, medical AI, robotics, genomics, image and video generation and voice; thesis: "the labs that win won't have the most compute, they'll have the fastest iteration speed."Source
    • HiringMember of Technical Staff, Sandbox Infrastructure (posted August 29, 2026): "a serverless GPU container service across NVIDIA, AMD, TPU and Trainium" that runs compiler measurements, internal post-training and "customer workloads that require isolation".Source
  • 21

    Every path on sf-tensor.com ends in a Cal.com booking; there is no signup, docs or trial. Modal offers self-serve signup with $30 a month of free compute and per-second billing, and Lambda lets anyone launch a GPU instance. SF Tensor already bills Resumable Compute per second, and is building a serverless GPU container service across four chip families. A researcher who wants to try it on a Saturday night cannot.

    High impactHigh effort First result in 2 quarters Member of Technical Staff

    First action

    Define the smallest self-serve flow and the spending cap.

    How to measure it

    Activated self-serve accounts

    Now
    –
    Target
    200
    By
    2 quarters after launch

    Steps

    1. 1

      Define the flow

      Signup, repo, job, bill.

      Member of Technical Staff, Product Engineering 1 week

    2. 2

      Set guardrails

      Spending caps, abuse checks and acceptable use.

      Member of Technical Staff, Sandbox Infrastructure 2 weeks

    3. 3

      Build billing

      Card payments and per-second metering.

      Member of Technical Staff, Product Engineering 1 month

    4. 4

      Write first-job docs

      From repo to running job in ten minutes.

      Member of Technical Staff, Product Engineering 1 week

    5. 5

      Private launch

      Invite the email list first.

      Founder & CEO 2 weeks

    6. 6

      Route upgrades

      Accounts past the cap get a call.

      Founder & CEO ongoing

    First result
    2 quarters
    Cost
    About a quarter of engineering time plus free-usage compute
    Owner
    Member of Technical Staff, Sandbox Infrastructure

    Smallest test

    Give 20 researchers from the email list a self-serve beta account.

    Why it works

    Launch a limited self-serve tier: sign up, connect a repo or container, run a resumable job on a capped budget with per-second billing, and see the run in Model Foundry. Add short docs for the first job. Teams that grow past the cap are routed to a call for savings-share pricing and the full optimizer.

    Self-serve lets researchers prove value to themselves first, widens the top of the funnel beyond people willing to book a call, and feeds qualified, active users to the sales conversation.

    Risks and how to handle them

    • Abuse of free or cheap compute

      Card on file, caps and review of new accounts.

    • Distracts from large deals

      Keep self-serve narrow: resumable jobs only.

    Builds on

    Evidence

    • Your websiteHomepage (checked November 9, 2026): H1 "Train what doesn't exist yet."; a card headed "#1 on NVIDIA's own benchmark" that names no benchmark and links nowhere; "3x more runs"; up to 10,000 GPUs across NVIDIA, AMD, TPU or Trainium; savings-share pricing ("You only pay us a share of what we save you, which means you pay nothing if your bill doesn't go down") against a self-managed cluster and a managed GPU cloud; an embedded research team with a production model in about six weeks. No customer logos, testimonials or case studies; the only calls to action are two Cal.com booking links ("Plan a training run", "Talk to an engineer"); no self-serve signup, docs or trial.Source
    • Competitor researchRivals' own homepages: Modal, "The platform for production AI" with Training and Sandboxes, self-serve signup with $30 a month of free compute, per-second billing and customer logos (DoorDash, Cognition, Ramp); Together AI, "Build what's next on the AI Native Cloud" with GPU clusters and fine-tuning, API signup and named customer results; Lambda, "The Superintelligence Cloud", self-serve GPU instances and SOC 2 Type II.Source
    • HiringMember of Technical Staff, Sandbox Infrastructure (posted August 29, 2026): "a serverless GPU container service across NVIDIA, AMD, TPU and Trainium" that runs compiler measurements, internal post-training and "customer workloads that require isolation".Source

Wildcards 2

Unexpected experiments, each with a cheap way to test it.

  • 22

    SF Tensor already sets public puzzles at the end of its posts: prove online softmax in Z3 in under 100 lines for an interview, or extend the tcgen05 model to another datapath with tests. It is hiring seven engineers and researchers, all on-site in San Francisco, and none in sales or marketing. The people who attempt these puzzles are strong candidates, and many work at companies that train models.

    Medium impactMedium effort First result in 1 quarter Member of Technical Staff

    First action

    Put the two existing challenges on one page with a submission link.

    How to measure it

    Challenge entrants

    Now
    –
    Target
    100 a quarter
    By
    2 quarters

    Steps

    1. 1

      Gather challenges

      The softmax proof and the tcgen05 extension.

      Member of Technical Staff, GPU Kernels 1 day

    2. 2

      Build the page

      /challenges with rules and a leaderboard.

      Member of Technical Staff, Product Engineering 1 week

    3. 3

      Automate checking

      Run submissions in the sandbox.

      Member of Technical Staff, Sandbox Infrastructure 2 weeks

    4. 4

      Add the question

      Optional: does your team train models?

      Member of Technical Staff, Product Engineering 1 hour

    5. 5

      New problem monthly

      Rotate kernels and proofs.

      Member of Mathematical Staff monthly

    6. 6

      Follow up

      Interviews for strong entrants; teardowns for teams.

      Founder & CEO ongoing

    First result
    1 quarter
    Cost
    Sandbox compute and staff time
    Owner
    Member of Technical Staff, GPU Kernels

    Smallest test

    Publish /challenges with the two existing puzzles and count entries.

    Why it works

    Collect the challenges on one /challenges page with a public leaderboard, a submission repo and a monthly new problem (a kernel to beat, a proof to write). Ask entrants one optional question: "Does your team train models?" and offer those teams a kernel teardown. Feature winners in the newsletter.

    One page serves hiring and acquisition at once and gives engineers a reason to return; it also produces shareable content without a marketing team.

    Risks and how to handle them

    • Mixing recruiting and sales feels pushy

      Keep the sales question optional and separate.

    Builds on

    Evidence

    • Blog"Proving Kernels Correct Instead of Testing Them" (August 4, 2026): Z3-based proofs show a FlashAttention-style kernel equivalent to naive attention up to d=128; the post ends with a challenge (prove online softmax in under 100 lines and get an interview) and links to /news/warpsim, which returned 404 Not Found on two checks on November 9, 2026.Source
    • Engineering blogB200 tensor-core post (July 11, 2026): a bit-exact model of the tcgen05.mma instruction covering 46 hardware-validated datapaths, released open source at github.com/sf-tensor/tcgen05; it closes by inviting readers who extend the model to apply for a job, with no product call to action.Source
    • HiringCareers page: 7 open roles, all on-site in San Francisco and all in engineering or research, none in sales or marketing; the team writes "the compiler, the kernels and the runtime that decide whether a training run costs 1x or 7x".Source
  • 23

    The manifesto says "Code should outlive hardware" and points to the company's own language, Emma, as the way to get there. No page on the site describes Emma, the sitemap has no docs, and the Kernel Optimizer page asks for specifications "in PyTorch or JAX". Visitors who read the manifesto meet a promise with nothing to click.

    Medium impactMedium effort First result in 1 quarter Founder & CEO

    First action

    Decide whether Emma is ready for a public preview or the manifesto line should change.

    How to measure it

    Emma waitlist

    Now
    –
    Target
    300
    By
    1 quarter after launch

    Steps

    1. 1

      Decide

      Preview Emma now or reword the manifesto.

      Founder & CEO 1 day

    2. 2

      Pick the example

      One operator that shows portability.

      Member of Technical Staff, GPU Compiler 3 days

    3. 3

      Run it

      Output and timings on two vendors.

      Member of Technical Staff, GPU Kernels 1 week

    4. 4

      Write the page

      What, why, example and waitlist.

      Founder & CEO 1 week

    5. 5

      Link it

      From the manifesto and Kernel Optimizer page.

      Member of Technical Staff, Product Engineering 1 hour

    6. 6

      Share

      Post the example with the repo.

      Member of Technical Staff, GPU Compiler 1 day

    First result
    1 quarter
    Cost
    Staff time only
    Owner
    Founder & CEO

    Smallest test

    Publish a one-paragraph Emma page with a waitlist and count signups.

    Why it works

    Publish /emma with what the language is, how it relates to the PyTorch and JAX specs the optimizer accepts, one small example (an attention or normalization operator) and its output on two chip vendors, and a waitlist for early access. If Emma is not ready to show, reword the manifesto to describe the goal without naming it.

    A language is a strong developer magnet; even a small public preview gives engineers something to discuss and share, and an honest manifesto avoids a dead end.

    Risks and how to handle them

    • Showing an unfinished language invites criticism

      Label it a preview and show one solid example.

    Builds on

    Evidence

    • Your websiteManifesto (/manifesto, linked from every footer): "Heterogeneous by default", "Cost is a dimension of performance", "Code should outlive hardware", pointing to the company's own language, Emma; no page on the site describes Emma.Source
    • Your websiteSitemap (23 URLs, checked November 9, 2026): the homepage, /enterprise, /labs, /kernel-optimizer, /model-foundry, /news with 8 posts, /engineering and 8 careers URLs. It does not list /manifesto or any of the four /engineering/ posts, and there are no pricing, docs, customer-story or comparison pages.Source

03

How Programmable can help

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See every playbook and website review

Independent research. Programmable wrote this playbook from public sources, as they stood on November 10, 2026, and cites them throughout. SF Tensor did not commission, review or endorse it, and Programmable is not affiliated with SF Tensor. Company and product names are trademarks of their owners, used only to identify them. The ideas are suggestions and opinion, not professional, legal or financial advice, and not statements about how SF Tensor runs its business.

Something wrong, or do you represent SF Tensor? Email [email protected] and we will correct it or take it down.

30/60/90 roadmap

What to focus on in each month, and the ideas that carry it.

  1. Days 1 to 309 ideas

    Put the benchmark proof on the product pages, give Resumable Compute one price and a way in, fix the sitemap and the broken link, add product calls to action to engineering posts and the repo, start an email list and update the Tensor Cloud post.

  2. Days 31 to 609 ideas

    A methodology page for every headline number, the savings estimator, the kernel teardown, anonymized run stories, industry pages, the procurement pack, customer run reports, investor introductions and a lighter mobile homepage.

  3. Days 61 to 905 ideas

    Commit to the big bets and wildcards: an open kernel benchmark, co-selling with non-NVIDIA chip vendors, a self-serve tier, public challenge leaderboards and a first public look at Emma.

The research behind the plan

3 research areas, each summarised in a few lines. Open any of them for the full detail.

Customers

What customers say

Customers value more runs from the same compute budget. The most cited problem: research time lost to CUDA, driver mismatches and collective-communication tuning.

  • Keeping their own framework and code, with no rewrites
  • GPU failures and reclaimed spot capacity killing long runs
  • In their words: “training run”

Market

Competitive landscape

4 competitors compared: Modal, Together AI, Lambda and Self-managed clusters and managed GPU clouds.

  • Gap to exploit: Formally proven kernels that move between chip vendors
  • Modal: Sells compute time, not kernel optimization or a savings share
  • Together AI: Training is one part of a broad inference-led platform

Hiring signals

SF Tensor is hiring seven people, all on-site in San Francisco and all in engineering or research, with no sales or marketing roles, so the founders and the website carry go-to-market.

  • Member of Technical Staff, Product Engineering: Model Foundry is used by customers and forward-deployed researchers. Ideas 3, 16, 21.
  • Member of Technical Staff, Post-Training & Applied Research: A customer's dataset into a specialist model; embedded with customers. Ideas 13, 14.
  • Member of Technical Staff, GPU Compiler: FlashAttention v4-level performance on a B300 in about 25 minutes. Ideas 1, 12, 20.

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