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Chronicles

The story behind the story

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Magic, which makes AI tools for coding and to automate software development tasks, raised $320M from Eric Schmidt and others, bringing its total raised to $465M

super proud of our team that made this possible. https://magic.dev/... Ben Bajarin / @benbajarin : I want all the tokens! Rowan Cheung / @rowancheung : Magic's new AI model has a 100M token context window, insane For non-AI nerds, that means the model can ingest and understand up to 750 novels worth of text, essential for useful autonomous AI agents The previous leader was Google DeepMind with a 10M context window in research [image] @magicailabs : LTM-2-Mini is our first model with a 100 million token context window. That's 10 million lines of code, or 750 novels. Full blog: https://magic.dev/... Evals, efficiency, and more ↓ LinkedIn: Jill : Huge congrats to Eric Steinberger and the Magic team as they announce their 100M token context window; $450M+ in additional funding from Nat FriedmanManmeet Gujral : Magic is continuing to redefine what is possible in AI and long context, now with a scaled up compute cluster from Google Cloud and $320M … Eric Steinberger : We want to build an AI model that can design, code and secure the next version of itself.  —  This is obviously really hard.  I thought it'd take <=2y lol. … Forums: Hacker News : 100M Token Context Windows r/LocalLLaMA : 100M token context windows

TechCrunch Kyle Wiggers

Context & Ripple Effects

Magic’s financing follows its earlier $117M raise and claim of a larger coding-assistant context window, extending a strategy centered on models that can handle unusually large software repositories. Its stated 100M-token window also materially exceeds the up-to-1M-token developer offering Google described for Gemini 1.5 in its Gemini 1.5 launch.

The round arrives after reports that Magic was seeking more than $200M for its coding-model effort. With Google Cloud supporting its larger-model and long-context workloads, the funding ties Magic’s product ambition directly to the capital needed to operate it.

First-order effects

  • Magic gains $320M of fresh capital, taking total funding to $465M, to support its AI coding and software-automation development.
  • Google Cloud stands to serve the compute-intensive training and long-context inference workloads Magic says it has scaled its cluster to support.

Second-order effects

  • Coding-AI rivals face added pressure to demonstrate either comparable repository-scale context or a more efficient path to useful automation as Magic can fund further model development.
  • The round reinforces demand for cloud capacity tailored to large-model, long-context workloads, making infrastructure access a more consequential input for coding-model startups.

Third-order effects

  • If long-context coding agents prove useful, AI-assisted development may shift from discrete code completion toward tools that operate across larger codebases and more of the software lifecycle.
  • The pattern favors a more capital-concentrated frontier-model market: startups able to secure substantial financing and cloud capacity can pursue model-scale advantages, while smaller tool builders may need to differentiate through workflow integration or distribution.

The trend: AI coding is becoming a capital-intensive contest to turn larger-context models and cloud compute into broader software-development automation.

Discussion

  • @polynoamial Noam Brown on x
    This blog post by @magicailabs does a great job highlighting the weaknesses of popular long-context evals and introduces HashHop as an alternative. Very impressive work from the Magic team and congrats on the new funding!
  • @teknium1 @teknium1 on x
    I cant tell if they imply its an rnn/ssm or not here..
  • @andrewcurran_ Andrew Curran on x
    100 Million token context window from Magic's LTM-2 model! I said they were being a little too quiet, well here it is! [image]
  • @manmeetsg Manmeet on x
    Magic is continuing to redefine what is possible in AI & long context, now with a scaled up cluster via @googlecloud and $320M in new capital from @ericschmidt, Jane St, @sequoia, and others. Thrilled to continue to support and partner with @EricSteinb and team. They're hiring!
  • @natfriedman Nat Friedman on x
    I think the HashHop long context eval is really cool. Curious what people make of it!
  • @ericsteinb Eric Steinberger on x
    We want to build an AI model that can design, code and secure the next version of itself. This is obviously really hard. I thought it'd take <=2y lol. It's been 2y now. It will take >2y. But I still believe it'll happen!
  • @_clem Jonathan Clem on x
    This is an awesome accomplishment and post—super proud of our team that made this possible. https://magic.dev/...
  • @benbajarin Ben Bajarin on x
    I want all the tokens!
  • @rowancheung Rowan Cheung on x
    Magic's new AI model has a 100M token context window, insane For non-AI nerds, that means the model can ingest and understand up to 750 novels worth of text, essential for useful autonomous AI agents The previous leader was Google DeepMind with a 10M context window in research [i…
  • @magicailabs @magicailabs on x
    LTM-2-Mini is our first model with a 100 million token context window. That's 10 million lines of code, or 750 novels. Full blog: https://magic.dev/... Evals, efficiency, and more ↓
  • r/LocalLLaMA r on reddit
    100M token context windows