In retrospect it was an instance of what I always advise young founders to do. If you're young, your needs predict future demand, so gratify your random interests, because in fact they're far from random. Sam was living in the future and built what was missing.
founders in this yc batch are more ambitious than ever.
e.g. several teams i'm working with started by layering AI on top of legacy software. then they realized they could do far more by rebuilding the whole thing themselves. so they did.
it's truly time to boil the ocean.
This is terrifying
Look at how easy marketing is now:
> upload your website
> describe your AI influencer
> get 1000s of viral content made for you post straight to TikTok, Instagram and YouTube
> schedule for 100 days
This is Claude Code for Marketing:
they shipped their public launch today.
their investor data room has been a public URL the whole time.
42K users, 78.9% D7 retention, $1 CAC.
the numbers are typed in. and i can prove it. 🧵
https://t.co/G2QownNqNm
Maybe the Delve founders are genuine psychopaths. Maybe they set out to defraud people from day one.
But they're 21. Both of them. Basically kids.
More likely: they got into YC, got surrounded by people telling them to move fast and break things, grow at all costs, fake it till you make it, and so on. They wanted to impress their batchmates, their partners, the alumni network, their parents. So they pushed too hard and broke things they shouldn't have broken.
YC selects for this. They want young naive founders who are aggressive, ambitious, a little reckless. They celebrate the ones who bend the rules and win. When a 21 year old bends the rules and loses, suddenly it's a "trust" issue and they get a cold three-sentence farewell on Bookface.
No mentorship. No "hey, you're heading in a dangerous direction." No community stepping in before it got this far. Just "we asked them to leave, we wish them well."
That's not a community. That's a machine that takes credit for your wins and disowns you when you mess up.
Holy shit this is insane
> be @williamhockey
> co-founds plaid
> becomes billionaire on paper
> has new contrarian idea
> software-first bank
> plaid $5 billion acquisition by Visa falls through
> uh oh, no cash everything still in plaid stock
> fuck it, all in
> banks offering low LTV on plaid stock
> puts a billion dollars of plaid shares up for $70m in cash
> buys a small bank in california for $70m
> build through being in extreme debt
> almost go bankrupt multiple times
> three years later
> column launches
> 17m revenue in 2022
> 31m revenue in 2023
> 100m+ revenue in 2024
> 200m+ revenue in 2025, valued at 6 billion
> used by every fintech unicorn for banking services
> still owns 100% of company with employees
> riskmaxxing gigachad
You are not taking enough risk anon
Claude Code just quietly killed the entire startup team model.
Yeah — I said it.
No hiring.
No standups.
No 10-person Slack chaos.
Just this:
A .claude/agents/ folder with 30+ specialized agents.
Each one = a single markdown file with ONE job.
→ Engineer
→ PM
→ Marketer
→ Designer
→ Legal
→ Finance
→ QA
All replaced.
By one person.
With commands like:
"Hey rapid-prototyper, build this."
"Hey growth-hacker, get me users."
"Hey compliance-checker, are we safe?"
This isn’t a tool.
It’s a one-person startup operating system.
And right now — almost no one is using it.
That’s the edge.
Bookmark this before your competition does. 🔖
The tech slop era emphasizes 20 something founders as the archetypical innovators.
But, all data points to middle-aged founders instead (even more so among most successful).
Is over-emphasis on the young resulting in more tech slop and tech frauds?
$1.5M ARR in 2 weeks.
Zero (human) teammates.
Solo Founders Podcast is live with @bencera of @polsia, an AI that runs your company while you sleep.
His solo founder rule: 80% AI, 20% taste.
0:00 — How "solo founder" has changed with AI
2:40 — Scoping and trusting AI agents to ship
5:30 — Cloud Kitchens with Travis Kalanick
9:52 — Mount Fuji: Where Polsia was born
13:55 — 80/20 rule: 80% AI, 20% taste
21:24 — Building for yourself, not imaginary customers
23:10 — The game that inspired Polsia
29:55 — Polsia as an economy: The bigger vision
40:59 — How Polsia actually works today
51:35 — Why not just build businesses yourself?
57:55 — Advice for new builders: Push AI to the edge
$2.5M run rate. $1M->$2.5M in a week. One founder. Zero employees.
The American Dream is more alive than ever. And it's now globally available. All you need is taste, and AI that does the rest.
80% autonomy. 20% taste. Solopreneurs, let's build.
claude code is fucking insane
i know literally NOTHING about coding.
ZERO.
and i just built a fully functioning web app in minutes
http://localhost:3000/
check it out...see more
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