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.
Agent-native products are coming.
Every product on the internet was built for a human with eyes, a cursor, and a credit card. Agents have none of those things.
Most companies are teaching agents to pretend to be humans. That's a hack. The real opportunity is products designed for agents from scratch.
Everything inverts:
• Discovery → protocol registries, not ads and billboards
• Trust → machine-readable reputation, not brand
• Onboarding → full capabilities upfront, not a narrow slice
• Payments → spend authorization, not checkout flows
• Retention → zero. Agents switch between API calls.
30 years of human product design. Day one of agent product design.
1/ Today @Mercury received conditional approval from the OCC to establish Mercury Bank, N.A.
I started Mercury in 2017 to build the bank I wish had existed as a founder. Nearly a decade later, we’re getting there.
🧵
TIL that Codex has a plugin for Claude Code 🤨
Y'all already know about this and not told me?
🐂 case: it's a smart growth hack because their model does the code reviews, so it appears smarter than Claude and you're more open to switching. Also gives them a free tail on Claude's growth.
🐻 case: it makes Claude an even better product where you have even less reason to switch. Also feels a bit desperate and that they're conceding the primary build case to Claude.
What do you think? 🐂 or 🐻 ?
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