@MattMickiewicz Agreed. The sharpest bit for me is treating the operating machine as the product. That's operator thinking. A lot of founders still underrate that.
2⃣ They've fully embraced AI internally
The founders' first failed product in 2013 was actually AI
Now, 70% of pull requests at the company are created by AI alone (no human)
This has allowed them to materially increase revenue / employee - at $0.97M in Q1 2026 alone
Nvidia and South Korea's SK are expected to announce a plan for cooperation between the two companies on Monday, with Jensen saying that the ongoing memory shortage would persist for "quite a few years".
I'm noticing AI has made polished output cheap. What still impresses me is the old stuff: revenue, retention, margins, and whether people keep using it once the demo glow wears off.
Demo Day is in 8 days at @ycombinator
Quick recap of what happened since we joined YC:
- grew from $800k to $2.8M+ ARR
- went from 700 to 2,100+ customers
- stayed profitable since day 1, even while growing fast
- shipped our new AI GTM operator that runs outbound for you and learns from what works
- 700+ teams of 3+ people now use Gojiberry AI agents every day
-A 7-person team inside an $85B company is using Gojiberry to run outbound at a scale that would traditionally require a much larger team.
- some users are booking 10+ demos per week automatically
- grew the team from 3 to 9
- got 100+ inbound messages from investors
-we now have a clear vision for how to build a billion-dollar company and, more importantly, a much better understanding of the steps required to get there
Still feels like we’re just getting started.
We’re heads down on product, growth, and customers right now.
But we can’t wait to show what we’ve been building and the next phase of Gojiberry.
New from me for: @ArguablyMag
1/ Another week, another Palantir row — this time the SITC wants the government to break its £330m NHS contract.
But denouncing Palantir is easy. The question nobody answers: why can't Britain build one of its own?
@antoniogm Nice photo, but in my world people don't move a company for 13% and a sunset. They move when banking, hiring, visas and policy stop making sense.
I have been saying this for over 2 years…
Distribution, distribution, distribution is the moat with AI.
Now ask yourself what does buying a legacy SaaS company at 1-2x revenue give you?
many people read this as “vibe coded apps are bad so no adoption”, or... "it's all about taste - vibe coded apps don't have it"
NO - it's not that simple
as an insider let me share the deeper dynamics here:
1. even releasing a high quality app has never meant automatically getting adoption. people don’t scroll app store all day to see what are the latest 67000 apps just released
adoption of consumer apps depends on distribution - either you have a massive number of followers who’ll try your stuff, or you run ads with a lot of money. vibe coding doesn’t help people solve distribution so it’s completely unsurprising that app releases don’t correlate with adoption
2. with AI, people are going to need less and less apps. why would i switch between 5 different shopping apps if i can do everything in chatgpt? more and more things are getting done by agents, and people will just use one super app to talk to their agent. many new apps become pointless and will be rebuilt as a tool for agents instead
so.. if i get this right, app adoption will not just stay flat - it will decrease over time, and increasingly concentrate on a small number of super apps
and i think that’s a good thing. i want to turn on my phone and see a clean home screen with just a few things i need to think about, not 500 apps each sending me notifications trying to make me a DAU
@maheshbiz_ I think that's where the market is now. Real operators, real use cases, real budgets. Much healthier than funding anything with AI in the title.
@smallfly This is properly interesting. I'd say getting the whole loop running end to end, even with tape holding it together, is usually the hard bit.