I just got back from SF and I FEEL INSPIRED.
I spent 5 days with frontier AI model teams, AI startup founders, and 3 billionaires.
My takeaways:
1. I had lunch with 3 billionaires. All of them are buying SaaS companies and rebuilding them agent-first. They were deeply inspired by Bending Spoons and Ryan Cohen's eBay deal. Buy the company, cut the headcount, rebuild the tech, add agents, add features, make more valuable experience, raise prices.
2. The frontier model companies are hungry for usage data from the field. They can see API calls and token counts. They can't see the actual workflows. If you're deep in a niche using these models in ways the model companies haven't seen, that understanding is incredibly valuable. Usage intelligence is the new alpha.
3. Consumer AI is massively underbuilt. Every billboard in SF is either B2B inference infrastructure or vertical agent companies. The entire city is optimized for enterprise. Meanwhile you have companies like Cal AI doing $50M ARR in 18 months as a consumer app. I met with a cool few teams doing consumer AI (@paulscherer / @ekuyda)
4. MCP came up in literally every conversation. The companies exposing their product as MCP endpoints are getting pulled into deals they never pitched for. The ones that aren't are becoming invisible to agents. This is the new SEO. If agents can't find you, you don't exist. Building products for agents is the new zeitgeist in general.
5. Not uncommon for hot seed rounds to be $25-50 million valuations. I saw a Series A at $450 million
6. If I had a dollar every time someone mentioned "forward-deployed engineer" this trip I could have funded a seed round. It's the hottest role in SF right now. The person who sits between the agent and the customer, making sure everything actually works.
7. The mood around open source shifted. A year ago it felt like open source was chasing the frontier models. Now founders are telling me Gemma and DeepSeek are good enough for 80% of what they need at a fraction of the cost. The "which model do you use" conversation is being replaced by "which model for which task." Model loyalty kinda feels dead.
8. Voice agents came up more than I expected. Multiple founders told me voice is the interface for the next billion users. The billion people who will never type a prompt will absolutely talk to one.
9. The Obsidian community in SF is weirdly intense. Multiple founders showed me their vaults unprompted. Like showing someone your home gym. It's a flex now. The quality of your knowledge base (second brain?) is becoming a status symbol among builders.
10. Maybe it was just the people I met but the age of the founders is shifting. I met more founders over 40 this trip than any trip before and more founders under age 21 than ever before. Founders getting older and younger at the same time.
11. I spoke to a lot of fast-growing startups, VCs and frontier models who are hiring content creators right now.
12. The restaurant scene in SF is actually better than it's been in years. Founders are going out more. Alcohol is out, not surprisingly.
13. SF doesn't feel like the only place anymore. We all have access to the same frontier models. We all read the same X feed. A founder in NYC or Lagos is calling the same APIs as a founder in SoMa. So in the past it felt like SF was always lightyears ahead, doesn't feel that way anymore. It's okay not to live in SF and have BIG DREAMS.
14. The coworking spaces in SF are half empty but the coffee shops are packed. People want to be around people. I had a few startup ideas here....
15. Walking around the Mission I noticed something: the street-level businesses, the taquerias, the barbershops, the laundromats, none of them use any AI at all.
16. I heard the phrase "agent debt" for the first time. Like technical debt but for agents. When you hack together an agent workflow fast and never clean it up, the system prompts conflict, the memory gets polluted, the tools overlap. 6 months later the agent is doing weird things and nobody knows why lol.
17. Met a few people who carry two phones now. One for personal. One that's basically an agent terminal running Telegram or iMessage connections to their agent fleet.
It's always amazing to get that dose of inspiration in SF. I FEEL INSPIRED.
But I'm so happy to be back home, locked in and building.
We're 12-18 months into a shift that will take 15 years to play out. The urgency in every conversation was real.
What an incredible time to be building.
Polsia just raised $30M at a $250M valuation.
Approaching $10M annual run rate.
One Founder + AI. Zero employees.
Polsia runs companies autonomously.
It also ran its own fundraising.
I just showed up for signatures.
1/
Some people will look at R3ORDR and see noise.
Another loud visual.
Another crypto-adjacent drop.
Another attention machine built for short timelines and quick extraction.
Easy to scroll past.
Easy to misread.
But that interpretation misses the signal.
Gojiberry AI just hit $2M ARR.
A few months ago we were at €0.
This is the second SaaS I've built. The first one I sold at €500K ARR.
This time, we moved faster. Here's exactly how we did it, so you can do it too.
The core principle that changed everything:
We used our own tool to grow our own tool.
Gojiberry AI finds high-intent leads and engages with them automatically.
We run it on ourselves. It works insanely well.
Here's the full breakdown:
1) Outreach (the engine)
- LinkedIn: 5 accounts, 30 connection requests + 30 DMs per account per day.
Only targeting warm leads showing real intent.
Connection acceptance rates and reply rates are insane when you do this right.
- Cold email: 6,000 emails per day. 295,000 sent in 90 days. 900+ opportunities created.
41 domains, 123 inboxes, plain text only, no links, no images, 2-3 email sequences max.
Total infra cost: ~$600/month.
The offer is always the same: a valuable blueprint. No pitch. Just value first.
2) Inbound (the compound effect)
- LinkedIn: 6 posts per day across 6 accounts.
6 days/week = lead magnet content. 1 day/week = founder story.
Last 7 days: 788,187 impressions.
- Reddit: 14.8M+ views in 12 months. The trick: warm up the account, post 3x per week, tell real stories, offer blueprints, and never debate the haters.
- YouTube: Long-tail SEO content targeting competitor keywords. It's starting to rank.
- SEO: 50K visitors/month and growing fast.
3) Paid (we're just starting)
- 3 LinkedIn influencer posts/week (~$500 each).
- Facebook retargeting + acquisition
Scaling paid ads aggressively right now.
4) Demos
5–8 per day. ~70% close rate to free plan. Mostly sales teams.
What actually worked:
→ Using our own tool on ourselves (this alone is a cheat code)
→ High-intent outreach > cold outreach. Every single time.
→ Lead magnet posts on LinkedIn that generate thousands of comments.
One post added $5K MRR in under 24 hours. Cost: $0.
→ Replying to every single comment.
→ Speed. Every delay kills momentum. We removed friction from every step of the funnel.
→ AI helping us do 10x more than we ever could alone.
What's not working:
- We need to delegate. We're currently hiring a founding sales to help us scale to $10M ARR (feel free to reach out if you know someone 😇 )
The path from €0 to $2M ARR is not glamorous.
It's 18-hour days, boring repetitive work, testing things that fail, and doing it all again tomorrow.
But if you do the right things every day, good outreach, real value, fast follow-up, it compounds.
And one day you wake up and you're at $2M ARR.
The goal now: $10M ARR.
LFG. 🔥
PS : we're about to launch a 0 -> $1M ARR GTM course.
Want to receive it? RT + comment GTM below.
UI/UX Designers, here are my go-to best design resource sites on the internet you should bookmark:
Design Library → https://t.co/MbhnAQB0yP
Landing Pages → https://t.co/lgMLG11AID
Saas Websites → https://t.co/MsoiXI7Z2k
AI Mobile App Builder → https://t.co/lKjrIDwXBY
Fonts → https://t.co/mtLpMHU8gh
Animation → https://t.co/N4N9EUHc5B
Mobile Apps → https://t.co/YxsQM2IoaD
Brands → https://t.co/wTIpDJhsvr
Icons → https://t.co/7N0AzaGl6E
Design Systems → https://t.co/9kAEoD5FUf
It’s time to put life back to NFTs
Happy to share that I’m finally launching an NFT collection
It will be a FREE MINT on ETH.
No utility.
No roadmap.
Just art for the sake of art
I’ll share preview soon but if you want to be considered for allowlist, like & reply your wallet addy here 👇
I think I made my agent’s memory too good. One night I told it to keep working so I can get some sleep - now every few hours it asks me if I’m ready to wrap up and call it a night. I’m like, bruh it’sis 9am.
@RealProductGirl@dkspeaks Here is Kenso - fully featured workout app:
https://t.co/5QuZm4PonE
Also built Care Leaf for fun - ai wrapper for plant care.
https://t.co/gD4Op2hZml
gigabrain v0.5.3 is live.
the persistent memory OS now works for OpenClaw, codex and Claude!
claude code setup via gigabrain-claude-setup. managed CLAUDE.md, .mcp.json wiring, repo-local helper scripts.
claude desktop gets a .dxt extension bundle. same MCP server, packaged for local import.
shared store under ~/.gigabrain across all hosts now. one memory system, three runtimes.
recall routing fixes: Identity and preference prompts, noisy metadata-heavy queries, month-only temporal prompts, and near-duplicate recall rows all got better handling.
the entity-brief orchestrator route also got a fix for keeping truthful ranking when answers come only from world-model context.
https://t.co/91LzvX3PKv