This year, I started writing +2k word deep-dives on startups
The goal: Identify companies and founders that make me optimistic about the future. Then spend a month learning about and promoting their business.
I will refresh them annually
Here's a meta-thread of the companies:
People wonder how
@Replit
ships so fast.
Last week we launched bounties.
If you work in product, marketing, BizOps or any non-eng role, then you MUST learn to use bounties.
This will kick your team into overdrive.
Let me explain with a story.
Two years ago, I cold outreached
@codewithharry
about using
@Replit
to teach people in India to code.
Two years and tens of millions of views later (all thanks to him), we finally got to meet in person
1/
@anduriltech
: Fixing the broken sword of US defense
For years, they were the industry castaway. Now, they are the "current thing"
In my latest newsletter, I do a breakdown of the multi-billion dollar Thielean-inspired defense startup.
Here is a summary
1/ Big personal news.
After 2.5 amazing years at
@BCG
, I took the leap & joined
@Replit
Taking the leap from big finance / consulting isn't easy, but
@Replit
is building something special
For anyone else trying to find a rocket ship, let me explain what I saw in
@Replit
People say we ship fast at
@Replit
... and we do!
We went from concept to launch w/ ~20 partners in <6 weeks. BD can move fast too!
Here are four photos showing how fast we move.
1/ One of the oldest venture firms in Silicon Valley is also one of the most unorthodox
Rather than just fund companies, they focus on building them
Here's a playbook on how
@laserlikemike
&
@shv
have become the silent software kingmakers
1/
@Varda
: The Future Space Manufacturer Revolutionizing Earth
The future of electronics, artificial hearts, and disease research could be dependent on factories in space. Sounds crazy, right?
Turns out, it is very possible, and
@Varda
is here to make it happen
1/ We are on an unsustainable trajectory of consumption, resulting in excessive pollution like the Great Pacific Garbage Patch
Recycling is an answer, but the process is badly broken
Enter
@AMPRobotics
. Let me explain their vision to sort out our broken recycling process
1/
@Replit
's mission is to bring the next billion software creators online
As part of it, we are betting big on emerging countries.
India has already become one of our biggest.
Here's why & how you can help
1/
@solugen
: The first carbon negative molecule factory
Just two months ago,
@solugen
raised +$350M to scale their solution to building carbon negative chemicals
Their breakthrough may be one of the most pivotal unlocks to fighting climate change
Let me explain what they do:
Testing Gemini Pro on Bard this morning. The export to
@Replit
is smooth and fast.
Here's an example of creating a Python script to automate data manipulation of a csv.
Write the steps in natural language. Export to
@Replit
. Click run.
This is a simple example, but you can
@jaltma
Major facts.
The far left is often blinded by a self-belief they are smarter (more educated) and more moral.
“smarter” is often over-complex systems.
“more moral” is often jumps through hoops and defaults to the LCD.
None of which actually reflects how most people feel or
1/
@coverbuild
: Raising $60M to manufacture the home of the future
The US is in a severe housing crisis. The way we build homes is costly & inefficient
Imagine a luxury home that can be assembled in weeks at a more affordable cost & higher quality. This is
@coverbuild
.
1/
@huggingface
: The
#ArtificialIntelligence
community building the future
Behind the hugging face emoji 🤗 is the fastest growing open source community in history
If you have not heard of
@huggingface
, it may be one of most important platforms of the next decade
A week ago, we announced
@Replit
Ventures
12 teams will receive:
- $10,000 grant
- 10-wks of mentorship from
@Replit
- Great speakers, including a
@ycombinator
batch talk
Take a look at the first 50 applications to see the overwhelming global response
When I joined
@Replit
, I did not know how to write a simple line of code.
With Replit + AI, I built a Slack Bot that uses Google LLMs to provide channel summaries
Check it out, and build your own:
@micsolana
One genuine Q: isn’t the freedom of speech vs. freedom or reach stance they’re taking now going to have a similar protocol?
Don’t deplatform, but also, “do not amplify”
1/
@Replit
: The global computing platform of the future
Today,
@Replit
announced an $80M series B.
They plan to bring the next billion people online.
Here's why I think
@amasad
&
@HayaOdeh
are building the next $100B company:
@EpsilonTheory
@elonmusk
@GerberKawasaki
It’s actually not weird.
Tesla has much more value anchored in future growth vs. the others.
Fed rates increase, so does the discount rate for future cash flows.
I once had
@altcap
reach out to me for coffee based on my newsletter.
And when I asked why, he said it’s because he thought I was doing interesting work, and I should know that.
I learned a lot in that conversation too. Silicon Valley is pretty magical.
Introduced some young founders to a number of incredibly successful people. Every single one was happy to meet them and give them advice with no expectation of anything in return.
Silicon Valley is an amazing place.
Ten weeks ago, we selected 13 teams across the globe to join
@Replit
Ventures.
We assembled builder-first programming from top entrepreneurs, and the teams have been working hard.
Next week is demo day. Here is a sneak peek of some of the output.
Don't know what you want to build?
Build the MVP of that startup idea that has been on your mind for years.
Find your most manual tasks and automate them.
Webscrapers. Websites. Bots.
Build stuff to make you go FASTER
It's this simple:
- Create a Replit account
- List a bounty
- Users apply
- Choose a dev
- Get your project delivered
Don't worry about running the code. It's delivered with a url, ready for you to run regardless of technical ability.
@Jason
Twitter != Life
I meet & work with many happy & motivated people in the Bay Area every week. They just don’t tweet!
Not saying Miami & Austin aren’t great.
Just have found the geo echo chambers on Twitter particularly disconnected from actuals
A few weeks ago, my grandfather-in-law came to me.
"We have a problem. The
@sfchronicle
stopped sharing the daily
@MLB
scores."
Here's the story of how I used
@Replit
to fix this:
@johncoogan
Honestly, comparing American Airlines to a bus is so on-point that it hurts.
Given how frequently they delay, it's probably the same time door-to-door too
Within days,
@ryancruzb
sent a Repl link with the importer complete.
As a non-technical operator, I was able to:
- Get an importer developed
- Have it fully hosted immediately
- Complete in 3 days
- No internal engineering talent required
🤯🤯🤯
1/ A huge hobby of mine is learning about innovative startups.
Recently, I came across
@replit
. I have been hooked since.
@amasad
&
@HayaOdeh
are building the next computing platform to empower developers across the globe with almost no barrier to entry.
I joined
@Replit
on the business team. Used our product and tutorial to learn to code.
It’s the best way to level up your technical acumen quickly + use computers to make you better at your job (ex., data work).
And 🤯 to see
@paulg
and
@elonmusk
discuss it.
If you want to get
With bounties, anyone can do this.
@Replit
has millions of developers globally. Many of which are incredibly qualified builders.
A
@Replit
developer already helped
@deel
ship an internal website using the
@algolia
API in one week
1/
@DoNotPayLaw
: The Robo-Lawyer Fighting For the Consumer
Every year, vulnerable consumers lose billions due to predatory, hidden, or overpriced legal fees
@DoNotPayLaw
is the scalable technology solution designed to bring power to the people. Here's how:
@dadiomov
I think people dramatically underestimate the effect of Berkeley.
Pumps massive scale of young talent into the ecosystem every year.
Only really Boston has the same
In mid-august,
@heroku
announced an end to their free hosting plan.
We wanted to get an importer built quickly to help migrating users.
In companies, you always battle for engineering time.
Instead, we just asked someone in the community to help
5/ So how do they do it?
I break it down into ten principles that I have observed
They describe
@shv
's:
- Philosophy
- Process
- Structure
All of which are intertwined to create a company building powerhouse
I am going to try an experiment. I am setting up a cohort to learn to code together. If you're interested, read below and sign up here: .
Over the past few months, I have been vocal about my path to learning to code, including two mini-viral posts:
1. A
From consultant to brogrammer in <12 months.
I still stink at coding, but I know enough to be dangerous.
And I am now convinced the best feeling in the world is when something runs correctly
3/ In 1993, defense secretary William Perry told defense contractors that the post-Cold War environment would reduce spend.
This started a massive wave of consolidation. This dinner was known as the "Last Supper."
1/
@pipe
: The traditional venture capital disruptor
One month ago,
@pipe
raised a $50M series A from some of the biggest names in tech.
Here is my full breakdown of
@pipe
:
This is a next step we have been working on for awhile.
We have a lot of big plans, but we will need people to do it.
If you are a 10x'er in any role, reach out. If we are not hiring for it now, we may be in the future!
We're teaming up with
@googlecloud
.
Replit's 20M+ developers will get Google Cloud services, infrastructure, and foundation models. Idea to live software on Replit just got even faster.
11/ Because of all of these features, I am able to:
- Set up a dev environment frictionlessly
- Pair program
- Have AI explain code to me
- Playback versions to understand process
And ultimately, I export a clean .csv file for me to work in Excel with (for now!!)
@amasad
Most hustle porn is marketing. That’s it.
The real work happens by hustling every day in the quiet because you do the work becaue it feels good and you’re passionate about it.
Not because of clicks it’s ads!
As a beginner, this is by far the best experience I have found. I am on day 7, and I am learning so much.
If you have always wanted to learn to code, join today. ~20-30 minutes per day. You will be blown away how fast you improve.
7/ These two factors are leading to MUCH slower innovation.
"In my forty years at Lockheed, I worked on twenty-seven different airplanes. Today's young engineer will be lucky to build even one."
- Ben Rich was a former Lockheed Martin Skunk Director
1/ One of my favorite lesser-known founding stories is
@sigmacomputing
.
Incubated by
@shv
. Spent three years prototyping. Three years building. All with a team of ~5.
Last year, they jumped from a $30M Series B to a $300M Series C!!
Here's their story & what they have built
Thousands of startups will be built on top of generative AI.
Here's how one entrepreneur took an AI-artwork startup from idea to first customer in 60 days...
Without writing a line of code. 👇
#1
: Make requirements less dumb
Two quotes by
@elonmusk
:
- "Your requirements are definitely dumb"
- "No matter who you are, everyone's wrong some of the time"
One fix: Every req should come with a name. Not a department. It drives ownership & makes correction faster
@anothercohen
A lot of people say this.
In every model I’ve made, it favors buying primarily because of the tax shield of interest expense + some gains being protected from LTCG.
Usually the inflection point is ~4-5 years but assumptions can vary that.
Surfacing up killer marketing roles opening up at
@Replit
under
@Jeff_Burke14
. Team will move from 1 to 6.
An entry level generalist role at this kind of company is 🤯. Couldn’t imagine a better jumpstart.
- Sr PMM
- Lifecycle Marketer
- Mktg Generalist
- Dev Advocate
@GRDecter
I think it’s highly unlikely they hit even a fraction of that. Unless they sell B2B
There will be more competition for chat-based models than people think
+ many people have specific use cases in mind and will use those for more accuracy & lower price
Over the years, I have tried to learn to code many times.
Each time, I stop after a few days. Clunky first steps. Life gets busy. Always an excuse.
@Replit
made it 10x easier for beginners (of any age) when we released
#100DaysOfCode
a few weeks ago
Here's my journey 👇
~6 weeks later. Hundreds of emails. Quick sprints to add features.
We onboarded 20 companies. We provided 40+ high quality templates for our users. And we learned a lot.
And this is just step one!
The Past: Devs in Silicon Valley code on $2500 machines
The Future: Millions build software together, everywhere, on Replit
We’re global, 15M users, mobile, collaborative, cloud-based.
Today, we take it further with verified company profiles. The new way to engage developers.
#2
: Delete the part or process
The best way to optimize a process is to simply not do it.
"If you're not occasionally adding things back in, then you are not deleting enough" -
@elonmusk
Be ruthless in prioritizing and removing
@amasad
As someone who went big company to consulting to startup…
It’s also just way easier to philosophize and tweet about frameworks than it is to actually be on the ground and try to figure it out day-to-day
Sadly, most want to do the former vs. the latter
11/ Starting with the way we build
The 12-vessel Columbia sub class is est. to be $112B.
The F-35 has 300,000+ parts
We are building the tools of the past. These tools are big and few, and they take a lot of people to operate.
With drones & AI, we can flip the model
@Replit
takeover of
@fdotinc
office.
Might have to make this a more frequent thing. They even have a gym.
Thanks for the great setup
@FurqanR
!
Who else is building in SF these days?
I made an app to query information on YouTube accounts, including monitoring Top Videos, subscriber count, and more.
100% of the code is AI generated, and it took <20 minutes. Deploy to Google Cloud in 2-3 clicks with Replit.
10/ And even then, I can just scroll through versioning to actually watch their progress!!!
Playback has never been better.
Note: this feature is coming soon 😈
(h/t
@masadfrost
& Giuseppe)
The future of SF bright, and
@fiftyyears
is at the center of it.
In two hours at their party, I discussed:
- IoT on power lines for wildfire prevention
- Gene therapeutics
- Nuclear power
People building actual solutions. Inspiring.
22/ And while defense is understandably an ethical debate,
@PalmerLuckey
said it best.
"To have ethical superiority, you need technical superiority."
The writeup is +5k words with WAY more details on the product. Please go read!
#9
: Talent Density
Be rigorous in recruiting. Keep your standards very high. Then let smart people do their job.
The first thing every interviewee commented on...
@SpaceX
had the highest density of talent they have ever seen. It set a high bar. Held people accountable.
1/
@Anchorage
: The First Federally Chartered Digital Bank
In January, the US government gave there largest stamp of approval for crypto currencies like
#Bitcoin
Here is my full analysis of the company poised to disrupt the banking system
@naval
Strong disagree here. Everyone should play to their strengths. Everyone’s strengths are different.
Especially at a time when +50% of our workforce grew up in areas & a time when programming wasn’t the norm
6/ Private sector participants like universities & tech have abandoned defense
When US defense contracts surface, employees push back for ethical concerns
These same institutions are investing heavily in foreign countries.
@Apple
invested $50B in China for chip manufacturing.
18/ To do this, they have a full product suite designed for specific missions.
All of these products operate off their core platform: Lattice OS.
Each one of these pieces can be engaged with by a single operator
#3
: Simplify or optimize
The biggest mistake: People often do
#3
before
#1
&
#2
.
Do not optimize something that should be deleted.
If you dive into optimizing something that should not exist, you're basically in a "mental strait jacket"
#8
: Flat title structure
No title inflation. No serious egos. Flat orgs allow individual ownership. It allows colleagues to challenge one another. It allows people to move FAST.
There are stories of young engineers flying cross-country to make last-minute adds to a rocket.
Learning to code changes how you think.
Computers go from a rigid, fixed tool to something malleable you can solve problems with.
It's pretty liberating.
If you want to learn more, I wrote the entire story here:
Favorite topic from the
@kwharrison13
/
@contrarycapital
event.
@amasad
on
@Replit
work culture.
“We give individuals autonomy… for some reason humans like committees. Committees are terrible. If you see a committee, kill it immediately”
Recruiting filter
You probably will not join
@SpaceX
if you do not believe the mission.
And to believe it, you need to be optimistic, unafraid of risk, and a fierce builder.
If you are not those, then go work somewhere else.
2/ First, let's talk about the defense sector. Four macro factors to know:
1. The consolidation of defense contractors
2. The challenges of the private sector
3. The slowing pace of innovation
4. The rise of our adversaries
Another day of
@Replit
Ventures, and this time we have
@jbrowder1
speaking to the cohort
15 people. Profitable. Operating at insane scale.
@donotpay
always blows my mind.