Kulveer

Visiting Partner @ycombinator. Backing high-output YC founders via @phosphorcap. Previously founded and sold @ZeusLiving (S11) & @auctomatic (W07).

[Kulveer @kul]

Joining @ycombinator as a Visiting Partner for the Spring 2026 batch.

Feels a bit full circle.

[Harpreet Dhaliwal @harpreetd14]

We just launched TrueMile (@ycombinator F26), an AI-native trucking company.

Our AI plans loads, finds freight, negotiates with brokers and dispatches drivers. When it picked our loads, we earned 17% more per mile than the market.

[Lucas Crupi @lucas_crupi]

Delivered a harness designed by agents, in a cybercab

The future is so cool

[Charlie Weise @_charlieweise]

Yep Most people Even in the industry do not realize how much demand there will be…

[Kulveer @kul]

@GunnerPuls lol what owen and mcmanaman

[Chandrika Maheshwari @Chandrika633]

never been more bullish on what we’re building 🥹

we recently crossed 10k+ customer accounts managed with @quivlyai

when we started, we had a strong belief that software will be bought and sold differently in the post ai world.

after analyzing thousands of accounts, it’s clear conventional playbooks are dead:

1. silence, not complaints, kills accounts: accounts with 0 support tickets have a 6.1% churn rate. accounts logging 6–15 tickets? 0% churn. people don't submit tickets for software they’re not using

2. more calls often means a rescue mission is in progress: accounts set to cancel logged a call 29.2 days ago - more than 3x more recent than non-canceling accounts (96.4 days)

3. fast onboarding (without enablement) is overrated: accounts taking 90+ days to implement and enable users stay 32% longer (477 days) with the highest health scores than the ones activated in under 30 days, often light on enablement. time to value still matters - it just doesn’t stand the test of time without real enablement

4. escalations save accounts, polite praise usually masks churn: accounts with logged escalations saw a 0.0% cancellation rate. accounts with praise threads? 4.2% churn. escalations mean leadership cares enough to fight for the outcome

5. single champions are a trap: moving from 1 contact to just 2-3 contacts drops churn from 5.9% down to 1.1%. 

no human team can spot these quiet, counterintuitive signals across thousands of accounts before it’s too late. 

good news is they don’t have to anymore. quivly does it for them :)

[Daniel Begimher @begimher]

qwen's reasoning said it wouldn't call any tools. then it tried to upload a file to a beijing cloud bucket (sandbox caught it). i think this is why you can't secure agents by reading their reasoning. watch what they actually do with their tools

[England @England]

Only the fifth #ThreeLions player in history to win the #BallonDor 🦁

@HKane 👊🤍

[Charlie Weise @_charlieweise]

We Applied 2 times.

Best Decision to join and move to SF.

@ycombinator and our Partner @kul are pushing us really hard and we couldn’t be more thankful!

[Kulveer @kul]

@JamesTactics he wanted to get sacked, engineered it.

[Cristian Leo @cristian_le0]

I'd stop running coding agents in ~/Downloads. Forever Security blocked a customer's agent from installing a malicious npm package. The order came from ~/Downloads/AGENTS.md. Their telemetry says about half of customers do this. That scares me.

[Marc Johnson @SolidEvidence]

There is something really concerning (and disappointing) going on in the US right now.
A dangerous and preventable situation.
Let me explain.
https://t.co/zGjyCh9tKs
1/

[Garry Kasparov @Kasparov63]

You misspelled “Russia”.

[Cristian Leo @cristian_le0]

I'd check every ML repo for code relying on SageMaker's default bucket. Older versions used a predictable S3 bucket name without checking the owner, so whoever registered it first could swap your training code and take the role's credentials. Only if your bucket didn't exist yet.

[Kulveer @kul]

@JamesTactics bro did Milan lose this week?

[Kulveer @kul]

why you need @Armorer_Labs

[Madison Mills @MadisonMills22]

SCOOP: Major U.S. banks are detecting unauthorized third-party AI agents inside customer accounts, including some attempting to take actions that appear to be independent of user instructions, sources told Axios.

The findings have alarmed banking executives, who are racing to restrict access to their systems as AI moves at a velocity faster than financial institutions can respond, multiple industry and bank executives told Axios.

Several banks are now preparing for worst-case and even “day after” scenarios, including how to rapidly secure or restore customer accounts if things go wrong, the people said.

Several bank executives told Axios they're struggling to distinguish between human users and AI agents. One executive said banks also struggle to determine whether agents are authorized by customers or potentially operating without their permission, more akin to rogue agent behavior.

Read my latest for Axios here: https://t.co/Q3bda5In8q

[AJ Asver @_aj]

Using Claude Code or Codex agents to automate a business workflow is like asking Newton or Einstein to solve it from first principles every time.

The AgentRun harness we built is more like an experienced analyst: it learns on the job, takes notes, and modifies its workflow after every run. That means runs get faster and cheaper over time.

[Orgo @orgo]

Introducing Orgo: computers for agents.

Give every agent its own desktop in the cloud, ready in seconds and always on.

Already used by 1,000+ companies, and launching today with @ycombinator.

[Kulveer @kul]

Agents are creating a revolution in how businesses operate.

They also create new surface area for hackers to infiltrate and steal valuable data.

For this new world, @Armorer_Labs has built a continuous security layer that fixes issues without interrupting the business.

Super excited to have funded @begimher and @cristian_le0 in YC's F26 batch!

They built the first AI security agent at AWS, and are bringing their expertize to the world of regulated companies.

Check it out:

https://t.co/4hzCVzd2ON

[Daniel Begimher @begimher]

Today @cristian_le0 and I are launching @Armorer_Labs

It finds real security issues in the AI agents that regulated companies build, and fixes them without interrupting the business.

If you lead security or engineering, book a demo at https://t.co/WnBI9BNpyr

[Navvye Anand @navvye]

1) Today we're announcing Atomwell, our state-of-the-art foundation model for predicting experimental outcomes, alongside scaling laws for molecular discovery.

We trained models from 800M to 9B parameters on ~80M experimental measurements, and found clean scaling laws in both model size and data.

[Tesla @Tesla]

Roadster https://t.co/G0jU4mWfid