Arseny

__Building world's first neocarrier:
& autonomous cash cows ($90k/mo net)
__S25 @ycombinator | v1 @ns
__Investing now in AGI & DAO infra

[Arseny @ars_stef]

i'm building the Blue Box of 2026 🏴‍☠️

in 1972, Jobs & Woz built a box to bypass AT&T's phone service fees

today, i'm building a tool to bypass AT&T's mobile data charges

to get data virtually for free

here is how YOU can access the wholesale mobile data rates globally:

[Arseny @ars_stef]

most founders don't need more code

they need more proof that someone cares

[Arseny @ars_stef]

week 23 of building in public

here's how i validate products before building a single thing

this approach helped me to reach:

revenue last 7 days: $21,441.43 (+5% WoW)
= $1,118,017/year run rate

growing almost every week

here's a real example 👇

[Arseny @ars_stef]

my product validation stack now:

1. landing page / upsell
2. real buyer traffic or cheap ads
3. fake-door checkout
4. no charge
5. waitlist + follow-up
6. build only if the signal is strong

do this before building anything

[Arseny @ars_stef]

@ironcarbs great Qs!

there are ways to aggregate connectivity so that you don't have to get agreements with every local carrier. you can kind of piggyback on the roaming arrangements other carriers have and this industry developing more and more is the unlock that makes this possible!

[Arseny @ars_stef]

week 21 of building in public

why do we still buy internet by country?

like

your phone is literally a supercomputer
it talks to 5G towers
wifi routers
satellites
planes
ships
bluetooth toothbrushes probably

but mobile data is still like:

Japan 10GB
France 5GB
Europe 30 days
valid until this random date
buy another one when you cross an invisible line

this is insane

so this week we launched WorldPass

one eSIM
182 countries
441 networks
5G in 111 countries
works on land
works on planes
works on cruise ships
hotspot included
at $15/mo

and you don’t throw it away after a trip

you keep it installed
it refills every month
your phone connects wherever you are

our metrics last 7d:
$18,735.99 revenue (+9% WoW)
= $977k/year run rate

but the revenue is not the interesting part

the interesting part is that 1 eSIM now covers more surface area than legacy mobile carriers

because we’re becoming more and more infrastructure-agnostic

old carriers are built around owning infrastructure in specific places

towers here
roaming agreement there
expensive fees when you cross a border

we’re building the opposite

we don’t care what network gets you connected

local tower? use it
backup carrier? use it
in-flight network? use it
maritime network? use it
satellite? use it

that’s why @Starlink direct-to-cell is so exciting to us

not because every phone will only use satellites

but because it proves the future has no clean line between:

cellular
satellite
wifi
roaming
local
global

your phone should just pick whatever works best

no borders
no “buy France”
no “oops you landed in Switzerland”
no $10/day roaming punishment from a legacy carrier pretending geography is a feature

WorldPass is still beta
there will be bugs
some countries are amazing, some are expensive, some are cursed by telecom economics

but the direction feels obvious now:

the winning mobile carrier of the future probably won’t own every tower

it’ll be the one that can connect you to anything
anywhere

and make the border disappear

[Arseny @ars_stef]

week 22 of building in public

we crossed $1M/year revenue run rate

last 7d:
$20,483.12 revenue
+9% WoW
= $1,068,048/year run rate

i thought this would feel more exciting

and don’t get me wrong, i’m happy

but mostly it feels like:

ok good
we proved something
now keep going

i’ve been building in telecom since 2019

not because i thought telecom was sexy lol

but because i was solving the need i personally had

now i've been a digital nomad for a couple of years and connectivity while traveling was always weirdly painful

roaming was expensive
local SIMs were annoying
eSIMs were fragmented, inconvenient, and expensive too
phone numbers were hard to get
every country felt like starting over

and i kept thinking:

why is something this important still this broken?

so i started building for my own needs

first just a better access to phone numbers
then convenient travel eSIMs
then better pricing
then more countries
then regional plans
then airplane and cruise connectivity
then WorldPass

and now the bigger picture is finally starting to become visible

one eSIM
no borders
works across countries
eventually works through satellites too
and provides tons of life saving features

a mobile carrier that feels like software

not a legacy carrier with stores, contracts, roaming fees, and 900 pages of telecom nonsense

$1M/year run rate is cool

but honestly it feels small compared to where this can go

if we keep working hard, i can already see a path to $100M+

not in a “manifesting on twitter” way

more like:

the problem is real
the market is huge
the product keeps getting better
and every week the vision gets a little more real

that’s what motivates me

not the Stripe screenshot

the thought that we might build something that didn’t really exist before

something i would have loved to have as a nomad

something that makes people’s lives a bit easier when they land in a new country or just want their phone to connect without thinking and do cool helpful stuff

there’s still a lot to fix

but this week felt like a small proof that the direction is right

$1M/year run rate

small step

big vision

[Arseny @ars_stef]

@mmmorozz ty!! trying to do our best for you!

[Arseny @ars_stef]

@mmmorozz much more to come!!

[Arseny @ars_stef]

week 20 of building in public

internet in the sky is real now!

we just launched eSIM plans that work on airplanes and cruise ships

not "when you land"
in the airplane, at 20,000 ft+

not "when you arrive at port"
on the ship, miles away from land

metrics last 7d:
$17,123.84 revenue (+6% WoW)
= $893k/year run rate

but honestly the revenue is not the exciting part this week

the exciting part is seeing what a global carrier can look like when it's not built like a legacy carrier
> legacy carriers own infrastructure in specific places and hold onto it
> we don't

which sounds like a weakness until you realize it also means we can plug into the best infrastructure whenever and wherever it exists

> local carriers on earth, in any country
> in-flight networks in the sky and maritime networks at sea
> satellite networks when there are no towers

@SpaceX's Starlink direct to cell makes this direction obvious and we're prepping ourselves for this future

eventually your phone should just connect to whatever network makes sense:

tower nearby? use tower
middle of nowhere? use satellite
on a plane? use in-flight
on a ship? use maritime

we're obviously very early
but every week we're becoming a little less like "cheap travel eSIM site"

and a little more like a global connectivity layer - a modern mobile carrier for 2026 and beyond that y'all would love to switch to!