Yaron Orenstein

Passionate about the Creator Economy. Co-CEO (@WIX company), X1 Entrepreneur, CEO @ Olibya Labs, Pops (Acquired).

[Jon Oringer @jonoringer]

The NYT just profiled a $1.8B revenue company with 2 employees.

Medvi is a telehealth GLP-1 provider built by Matthew Gallagher, 41, from his house in LA. He launched in September 2024 with $20,000. Here are the numbers:

Month 1: 300 customers
Month 2: 1,300 customers
2025 full year: $401M revenue, 250,000 customers
2026 run rate: $1.8B
Net margin: 16.2% ($65M profit)
Total employees: 2 (him and his brother)
Outside funding: $0

How it works: Medvi is a front end. Two platforms — CareValidate and OpenLoop Health — handle doctors, prescriptions, pharmacies, shipping, and compliance. Gallagher handles brand, website, ads, checkout, and customer service. All built with AI.

His stack: ChatGPT, Claude, and Grok for code. Midjourney and Runway for ad creative. ElevenLabs for voice. Custom AI agents to connect systems. AI chatbot for customer service (which initially hallucinated fake prices he had to honor).

For comparison: Hims & Hers did $2.4B revenue last year with 2,442 employees and 5.5% net margins. Gallagher is running 3x the margin with a fraction of a percent of the headcount.

Back into the unit economics: ~$336M in total costs, probably $160-200M to the telehealth platforms, leaving $130-170M mostly in marketing. Against 250,000 customers, that's a $500-700 CAC. High, but it works because his overhead is virtually zero and LTV at ~$200/month holds up.

He's expanding fast. Men's health launched in February — 50K customers in month one. Meal delivery went live last month. Women's health, hair growth, supplements, and skincare are next.

The vulnerability: zero moat. No proprietary tech, no doctor network, no pharmacy infrastructure. CareValidate or OpenLoop could raise fees or launch competing brands. Anyone could replicate this model in weeks.

Right now, the margins are enormous for anyone who moves fast enough. The question is how long that window stays open.

https://t.co/6bNt5w45Rx

[Yaron Orenstein @yarono]

@ashuutosshh @MiniMaxAI_ @Kling_ai @fal @FFmpeg @AnthropicAI workflow

[Yaron Orenstein @yarono]

@troyaitken_ Setup

[Nir Zohar @nirzo]

We just brought Wix directly into ChatGPT, working closely with @OpenAI.
Type “@Wix ” in ChatGPT, describe your idea, and you’ll get a full Wix Harmony website, generated in conversation.
This is another step in our vision: simplifying complex technology so anyone can go from “I have an idea” to “I’m live online” in minutes.

[Yaron Orenstein @yarono]

when a consumer app (@365ScoresApp) hijacks the biggest soccer trend at the exact right moment #WHUMUN #manunited #TheUnitedStrand #TrendingNow

[Yaron Orenstein @yarono]

Check out the latest article in my newsletter: The AI Race Is Over https://t.co/Nq3dc0stqK via @LinkedIn

[Boris Cherny @bcherny]

I'm Boris and I created Claude Code. Lots of people have asked how I use Claude Code, so I wanted to show off my setup a bit.

My setup might be surprisingly vanilla! Claude Code works great out of the box, so I personally don't customize it much. There is no one correct way to use Claude Code: we intentionally build it in a way that you can use it, customize it, and hack it however you like. Each person on the Claude Code team uses it very differently.

So, here goes.

[Yaron Orenstein @yarono]

@nikunj Insightful piece @nikunj ....love the way you write.

[Yaron Orenstein @yarono]

𝗪𝗵𝗲𝗻 𝟱𝟴% 𝗼𝗳 𝟮𝟬𝟮𝟱 (𝗤𝟭-𝗤𝟯) 𝗩𝗖 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗴𝗼 𝘁𝗼 "𝗔𝗜 𝘀𝘁𝗮𝗿𝘁𝘂𝗽𝘀," 𝗻𝗼 𝘀𝘂𝗿𝗽𝗿𝗶𝘀𝗲 𝗲𝘃𝗲𝗿𝘆 𝗳𝗼𝘂𝗻𝗱𝗲𝗿 𝗶𝘀 𝗰𝗼𝗺𝗶𝗻𝗴 𝘂𝗽 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲𝗶𝗿 "𝗔𝗜 𝘀𝘁𝗼𝗿𝘆."
Near-100% of recent YC startups brand themselves as AI. When everyone claims the label, the label means nothing.

Here's the thing: there are actually five completely different AI startup types all hiding under the same "AI" umbrella. Conflating them is why everything's a mess.

I wrote a breakdown of all five types, what actually creates defensibility for each, and how to figure out which one you are.
https://t.co/uR1j0e8ftL
#Ai #Startup #yc

[Yaron Orenstein @yarono]

@mikefutia REELS

[Yaron Orenstein @yarono]

Had a great conversation with @cropodcast on The Ad Podcast this week.

We talked about my 25-year journey from developer to product leader to co-founding Hopp by Wix, what it really takes to help creators and SMBs build sustainable online businesses, and why the "fragmented tech stack" problem is one of the biggest barriers for Social First Businesses today.

Thanks Dylan for having me on.

[Dylan Conroy @cropodcast]

Yaron Orenstein - Co-CEO - https://t.co/X7JLXXCjin https://t.co/Lzf8pJywIL

[Yaron Orenstein @yarono]

Ironic that OpenAI, Google, and Meta who spent years blocking startups from their platforms are now learning this lesson from Amazon.
The walled gardens aren't going anywhere. They're just getting their own AI agents.
Full breakdown: https://t.co/M4NJbs15jL

[Yaron Orenstein @yarono]

@amazon loves the #agentic commerce vision. Just not in their garden. @perplexity_ai just got slapped with a legal threat from Amazon for letting users shop on Amazon through their AI agent. Amazon called it a "degraded experience." Perplexity called them a "corporate bully."
Here's what's really happening:

[Yaron Orenstein @yarono]

The agentic commerce future is inevitable. But there are no shortcuts and no free meals without your own platform.
Alternatively, the AI companies will have to pay tolls to let their agents in. And Amazon gets to set the price.

[Yaron Orenstein @yarono]

@mikefutia banana