Ivan Osotov

AI Native Business | Forward Deployed Engineering (FDE)
Строю AI Native компанию публично. Инструменты, решения и провалы

[Ivan Osotov @osotov_ivan]

The most detailed document in the company turned out to be the least ready. The better the owner described a process, the more questions the model returned. On the half-baked ones — zero.

[Ivan Osotov @osotov_ivan]

He answered that question for the fiftieth time. Then he stopped answering. The owner's replies lived in chats, files and his AI's artifacts — and landed nowhere. The analysts asked again.

[Ivan Osotov @osotov_ivan]

Three hundred employees. In ten days, eighty-two logged in. Counting licenses per head never added up — so we went to three tiers.

[Ivan Osotov @osotov_ivan]

The client ran the system on their own for three months. Then spent ninety minutes looking for someone to blame. Two questions had no answer: who understands the architecture, and who owns the data.

[Ivan Osotov @osotov_ivan]

First sale by a company where the only employees are AI agents. Facebook ad → WhatsApp → voice call → package → courier → next batch. Not a single human action.

[Ivan Osotov @osotov_ivan]

I sit in AR glasses and spin my client's company like a model made of blocks. Red block = problem. 65 processes in one graph: source, decisions, rules, steps, data, interfaces, tests.

[Ivan Osotov @osotov_ivan]

Every evening I think: one more prompt and it will all work. The model replies "Want me to improve this further?" — and there is no finish line. This week I named it: AI psychosis. Nerves shot, sleep gone.

[Ivan Osotov @osotov_ivan]

You won't build an AI company while everyone on your team uses AI alone. We've gathered smart people — and each works like a first-grader: their own Claude, their own style, lots of code, text and decks.

[Ivan Osotov @osotov_ivan]

New series: workspaces. #1 — the CallGear office in Dubai, the telephony our managers call through. With Pavel Alonin of CallGear.

[Ivan Osotov @osotov_ivan]

I priced the robot that posts to seven social networks for me. About $56 a month. Breakdown below.

[Ivan Osotov @osotov_ivan]

What a harness is made of, minimal. Between your chat and the result sit eight parts: LLM, instructions, skills, tools/MCP, memory, subagents, sandbox, permissions. A chat answers — a harness executes.

[Ivan Osotov @osotov_ivan]

One word came from three directions in a single week: harness. Vercel teaches how to build one. Salesforce sells one (Claudeforce's "trusted enterprise harness"). We'd spent a month building ours by hand — without knowing the word.

[Ivan Osotov @osotov_ivan]

Two of us shipped on the same evening — and wiped out each other's work. Half a day to recover. This is what happens when the whole team is vibe-coders ) One week later we had the delivery process teams usually build over years.

[Ivan Osotov @osotov_ivan]

Software is no longer something you buy. @Salesforce and @AnthropicAI just announced Claudeforce — and their press release says it plainly: "the UI is the AI."

[Ivan Osotov @osotov_ivan]

The two largest IPOs in history are being prepared by companies that sell work with text. Anthropic targets up to $2T on Nasdaq; OpenAI calls anything under $1T a non-starter.

[Ivan Osotov @osotov_ivan]

The most common mistake with AI: leading it to the answer you already expect. It agrees — and you pay for an argument in favour of your own experience, not for a new answer.

[Ivan Osotov @osotov_ivan]

I counted what one week of working as a human + agent pair costs. Not in dollars — in tokens.

386 million Claude tokens. ~1,000 agent turns. 311 terminal commands. 76 files.

[Ivan Osotov @osotov_ivan]

August 2026 in one picture.

Path to $100M ARR: classic SaaS ~5 years. Wiz set the cloud-era record at 18 months. Cursor did 12. Lovable — 8, with a team of 45.

[Ivan Osotov @osotov_ivan]

Higgsfield AI just raised $400M from DST Global at a $5.4B valuation.

The valuation isn't the number worth staring at.

[Ivan Osotov @osotov_ivan]

How realistic is it for AI to run a business? Today — it isn't. But the distance is shrinking faster than most people think.