Raphael Vullierme

Partner @Hexa | Tech founder
Exited @getluko previously @flyopenjet @rocketberlin #dreamer 😍🇪🇺

[Zeno Rocha @zenorocha]

monthly signups for @resend...

back in january, we were seeing 25k new users per month, now we're seeing 70k.

it's pretty clear that we have a new definition of a "developer" now.

[Raphael Vullierme @phareall]

@borvibe @jacobosssss @OpenAI @tiboel @joinhexa @tanguygo Sure we can at @joinhexa / La Cristallerie. When ?

[Raphael Vullierme @phareall]

China's state is brute-forcing the problem: financing companies, buying robots, opening data collection farms.

Surprisingly most engineers, investors, and researchers we met expect the general-purpose Physical AI model to come from the US.

[Raphael Vullierme @phareall]

#Robotics: The space where @X FOMO and unrealistic marketing claims are out of control.

I had enough of cool videos with nothing IRL, so I went to #China to understand the real state of the field and a realistic timeline.

https://t.co/IrEF3gvyn4

[Raphael Vullierme @phareall]

Locomotion and basic motion are mostly solved. But grasping & manipulation hasn't been.

My take real Physical AI is years away. Many big unlocks still needed before deployment at scale in factories and homes. Autonomous driving is an appetizer vs modeling the full real world.

[Raphael Vullierme @phareall]

#Claude now suggests apps.

Claude analyzes user intent → finds the right tool → suggests it.

OpenAI enabled AI apps but seemed to never been committed to make them work

With Anthropic taking the lead the channel really starts. Day1 of #AIdistribution.

[Raphael Vullierme @phareall]

The big reshuffle of financial services value chain

[Anish Acharya @illscience]

profitable apathy

if you thought saas-pocalypse was bad wait until computer use comes for consumer financial services and vampire squids the whole thing

there are many, many profit pools that depend on apathy/laziness and a poorly informed customer - the industry that brought you the efficient market depends on an inefficient consumer to eat

first the models will systematically exploit every customer subsidy (transfer bonuses / teaser rates), move deposits to maximize yield, open and close accounts on a whim - this industry has operated with asymmetric bureaucratic warfare through paperwork and sheer friction and the models will cut through this like a hot knife through butter

and the model will neatly route around late fees, interest charges, overdrafts, expiration of teaser rates, and any mispriced debt that can be refinanced in the market - literally just moving people out of expensive debt and into cheap debt (that they are already approved for!) would save many american families thousands per year

meanwhile vps and managers at these companies will hold on to their shrinking revenue lines the same way that executives at carriers protected SMS revenue as it collapsed to zero - they have zero chance of sticking the landing on new technology - and the smart ones will likely go for extending regulatory capture into the agentic economy

so much of the consumer financial services ecosystem is marketing via subsidies on one end and profit maximization via customer apathy on the other, and it will collapse under its own weight as the agents pick it apart

ironically the industry response to plaid was a misguided attempt to protect this very "profitable apathy" by disallowing APIs and in the end it will be agents that kill them clicking around their own UI, not the fintech aggregators they so greatly feared

the end state of this is likely a headless auction where every time you swipe your credit card, some lender bids on taking the risk and capturing the profit from that transaction - it will be a much more efficient system that will work much better for consumers, and many pockets of financial services are going to see contraction as a result

aa + 5.5

[Raphael Vullierme @phareall]

@lucchaissac I see 👀 WaniWani 🐉

[Raphael Vullierme @phareall]

@joinhexa @tanguygo welcome @tanguygo a real #cowboy to make @joinhexa NAV #djump

[Raphael Vullierme @phareall]

@patife Will you be here in April ? So cool to see rows shining !!!

[Raphael Vullierme @phareall]

Les pouvoirs publics « se demandent comment délivrer une écologie populaire, mais, lorsqu’une solution adaptée apparaît, ce seraient les barbares qui débarquent en ville »

Haine et mépris envers une solution populaire, pragmatique et décarbonée.

https://t.co/0M3WR0f4Bi

[Raphael Vullierme @phareall]

@lucchaissac Oh my god!

[Raphael Vullierme @phareall]

One of the hardest things early stage atm.

Do you only build for AI native company? Do you speak old playbook company? The products for those 2 ICP are completely different.

[Christoph Janz 🕊 @chrija]

Wondering if the pace of AI progress changes how early-stage startups should think about early ICP.

If your early customers are a bit further right on the adoption curve, you might end up building something that looks outdated in 1-2 years.

Innovator's dilemma mechanics but for early-stage companies...

[Raphael Vullierme @phareall]

Chinese take @openclaw very literally

#Shenzen meet-up

[Raphael Vullierme @phareall]

@paulichon Viens avec nous faire un safari robotics début mars. Plein de beaux toutous et de gros orangs-outans.

[Ilir Aliu @IlirAliu_]

Everyone talks about humanoids.

Meanwhile, @loki_robotics:

[Raphael Vullierme @phareall]

@cyrilblondel @paulichon 👋 @cyrilblondel
Je n’ai pas tout réussi avec @getluko et j’ai fait des erreurs, tu as raison.
Certains ont gagné de l’argent avec Luko, d’autres en ont perdu — pas mal.

Je te souhaite d’avoir des échecs aussi grands que tes rêves, et j’espère réussir quelque chose un jour.

[Raphael Vullierme @phareall]

back to what I truly love: building 🏗️

Thrilled to team up with @joinhexa to launch #WalkTheFrontier, a studio building global AI ventures.

1st
AI as a buyer — businesses mastered selling to humans, but AI will decide.

Also venturing in #PhysicalAI (robotics & defense).

[Raphael Vullierme @phareall]

@inventorOli congrats @inventorOli !

[Raphael Vullierme @phareall]

@patamiel it's coming this year for sure.
2026 is the year AI works constantly for you in the background.
Every (wealthy) consumer, and every business