Great article on why enterprise teams need organizational memory (aka institutional knowledge) to move out of people’s head into a memory system built for AI reasoning
A $12B public company (@Lenskart_com) got measurably faster across ten depts without a single employee getting faster. This is the kind of AI results that impacts P&L, without the theatrics of tokenmaxxed leaderboards and here's the arithmetic behind it.
As investors, we look for great founders, big markets, and the ambition to build something category-defining. Wispr has all three.
Today, we’re excited to announce Together Fund’s small strategic investment in Wispr Flow’s Series B, backing Tanay Kothari, Sahaj Garg and the team as they build voice as the next computing interface.
This is exactly the kind of company we love at Together: AI-native, deeply technical, global from day one, and increasingly loved by users.
India is already a top-3 organic market for Wispr, with ~60% of Flow’s dictation in non-English. The next billion users will speak, not type. We want to help Wispr lead that shift.
My partner Lakshmi has known Tanay and Sahaj since the early days. We’ve watched them build, iterate, and compound their advantage. Now we get to build alongside them.
More on why we invested → https://t.co/PnFlZD4dIh
A new chapter for Together — and a good one.
We set out to back exceptional founders building AI-native companies from India for the world — and a few years in, that portfolio has become something we're deeply proud of. A family of companies compounding faster than we imagined, several already defining their categories.
A big part of this update is Emergent, one of the most exciting companies in Fund II. Over the past several months, Manav has worked closely with the Emergent team and seen the scale of the opportunity firsthand. Given how central Emergent is to the portfolio, he’s stepping into a leadership role at the company to help drive its next phase of value creation, for Emergent and, in turn, for the fund and our LPs. To keep Together closely engaged, I’ll be joining the Emergent board as our representative.
@shubg, @tllshankar, our team and I will keep doing what we've always done together — backing the next generation of founders and working alongside them as they build. The conviction we started with is fully intact, and so is the team behind it.
@manav_garg, wishing you the very best from all of us @scaletogether for your new role at Emergent and we are looking forward to working closely with you and the Emergent team as they continue to scale new heights!!
The AI battle is moving from Who has the best foundational model —>who has the best harness —> who has the best memory and context? Glad to see @scaletogether portfolio company @sentra_app taking the lead here !!
@sentra_app just killed @GoogleResearch's TurboQuant.
SpectralQuant — 5.95× KV cache compression on Mistral 7B at +7.5% perplexity overhead.
TurboQuant at the same compression: +22%.
3× less degradation. 15-second calibration. One per-model, then drop-in for any HuggingFace LLM, ViT, ESM, AlphaFold Evoformer, or VideoMAE.
Check out the findings and how the mechanism works below. ↓
I rarely get into twitter (X) debates. As a founder I have always wondered how so many outsiders have opinions about a business. With the @emergentlabs revenue rate debate - here are a few points to consider
1. A private company does not need to disclose any numbers and nobody should care about those numbers except the founders, investors in the company and employees
2. The only time we disclosed revenue numbers for Freshworks as a private company was when we crossed 100M and 200M ARR - and we did that intentionally- not to boast about our revenue- but to inform the global investor community that it was possible to scale a global product company from India
3. I think the Emergent founder sharing numbers is a good thing for Indian startups as it validates AI startups from India can scale and that attracts more global investors to India 🇮🇳
4. There are nuances in metrics - actual revenue vs Annual Recurring Revenue(ARR like in Saas ARR) vs Annualized Revenue Rate (combining subscription plus usage plus deployment - modern AI companies)
5. The only people who should care about this are the investors in emergent and I can tell you that at Together fund as early investors in the company - we are aware of the revenue nuances and so are the other investors
6. For outsiders who don’t have all the details - we should assume that founders know the best about their business and let them execute
Anthropic’s agents won’t kill SaaS. But something else will.
The “SaaSpocalypse” narrative is everywhere right now. When Anthropic dropped Claude Cowork plugins in Feb, $285 billion+ evaporated from software valuations in 48 hours.
I’ll be the first to admit: I have skin in the game. As an early-stage AI investor and founder of Freshworks, my perspective is naturally colored by that journey. But looking past the hype, here is my honest take on where we are actually headed.
1. Will “Vibe Coding” Kill SaaS?
There’s a popular idea that because anyone can now “vibe code” an app in minutes with Claude Code, the value of SaaS drops to zero.
First, vibe coding is not a SaaS death sentence.
Yes, you can now describe your requirements in plain English and Claude/Cursor spits out a working app in minutes. I’ve seen solo founders replace $300/mo tools overnight. Cool.
But that’s a weekend prototype — not a system that survives 10k concurrent users, SOC2 audits, 17 legacy integrations, and the 3 a.m. pager storm.
But the most important point is you are vibe-coding yesterday’s legacy systems based on structured forms. The right approach should be to start reimagining what software should feel like when AI is the operating system.
2. Agents vs. Systems of Record
The “Claude agents will kill SaaS” argument misses a fundamental architectural reality.
If an agent sits on top of HubSpot, Salesforce, or Freshworks to deliver intelligence, how exactly does that kill the underlying platform?
These applications are the System of Record. They are the crucial data input layer. To be effective, agents need: • Structured data from CRMs and ERPs • Unstructured data from emails, Zoom summaries, and call recordings
The agent is the brain. The SaaS platform is the memory and the nervous system. One cannot function effectively without the other. (Aaron Levie nailed it recently: agents will be SaaS’s biggest users.)
There is another theory that you don’t need the underlying system of record anymore. Just connect the zoom meetings, emails and call transcripts and AI can figure out everything by itself - thats a very flawed assumption and we will do a separate post on why and how that will fail
3. So, Who Will Kill SaaS?
SaaS isn’t going to be killed by a specific LLM release. It will be disrupted by whoever reimagines the solution from the ground up.
Adding an AI layer on top of legacy architecture is a stop-gap—a “wrapper” strategy.
The real killer will be either: • An incumbent brave enough to disrupt its own legacy architecture, or • An AI-native startup that builds a system where AI isn’t an “add-on,” but the core foundation of the logic.
The Path Forward We are moving from a world of “software you use” to “software that does.” The transition won’t be overnight, but the blueprint is changing fast.
In my next post, I’ll outline exactly what a reimagined system of enterprise software—built from day one for the AI era—actually looks like.
Congrats to @emergentlabs on going from $50M to $100M ARR in one month. A true AI rocket ship 🚀 Grateful for the opportunity to partner thru @scaletogether !!
Emergent is now at $100M ARR (run rate)
We got here in 8 months, making @emergentlabs one of the fastest-ever to do it!
That's not all.
Today, we're unlocking the next billion builders who will build on the go. 📱
Big congrats to @emergentlabs on their Series B led by Khosla Ventures with SoftBank.
To everyone asking “Can India build successful AI companies?”
Emergent is the answer.
Built in India.
AI-native.
Global ambition.
World-class execution.
This is just the beginning 🇮🇳🤖🚀
Vibecoding is dying..really?
Vibecode your way to @ycombinator
Meet Vibecon by @emergentlabs (w/ @awscloud & @anthropic)
Go from idea → guaranteed YC interview
200 builders, 2 nights, 1 life changing outcome at the YC HQ
Users will soon start getting overloaded with AI generated text. And then they will stop reading. If you are building AI apps and want adoption - Generative UI is the future. Try out C1 - the generative UI API from Thesys!! At Together Fund we are excited to see how this changes the future of AI applications!!
Today, we're launching C1 by Thesys on Product Hunt and giving away up to 5M free tokens if you retweet this and sign up within 24 hours.
C1 is the world’s first Generative UI API that augments LLMs to respond with interactive UI like charts, forms, cards, and more in real-time, instead of plain text.
Integrates seamlessly with any LLM, framework or MCP in just 2 lines of code
- Fully customisable to match your brand
- Supports custom components
- Renders instantly with no latency
Ship rich, interactive AI apps 10× faster, with 80% less UI overhead.
Great founders don’t wait for the future. They build it.
We’re launching SwarmSpace at Together Fund — a studio for AI founders to build, experiment and scale.
If you’re ready to take a bold shot at the future, apply here -https://t.co/Ru20TeFBgK
Congrats Emergent Team!! 15M in 3 months, a million users - and we are just getting started!! Onwards and upwards🚀🚀🚀 I am one of those million happy users❤️❤️
After 15 years, I’m stepping down as Executive Chairman of Freshworks effective from December 1st 2025
What started in Chennai grew into a global SaaS company on Nasdaq — thanks to an amazing team & customers. 🙏
Freshworks will always be Kudumba and thanks to the incredible people and culture, it’s been the journey of a lifetime. ❤️
Next, I’ll focus on Together Fund & AI startups — working towards India’s dream of becoming a Product Nation. 🇮🇳✨
How did Emergent hit $10M ARR in 2 months? Don’t miss Mukund Jha’s candid breakdown of their viral growth and bold scaling tactics. Get the growth playbook here: https://t.co/W3ojWaVO8F
#AI#Startups#Business#GrowthHacking#Emergent
Unicorns are passe. It’s the age of the cheetah companies now. Read the story of Emergent - a cheetah that went from 0-10M in 2 months! https://t.co/QmzMaG8Ezq