ArcellAI

shoutout @avelezarce - thanks for showing the world research can be done outside of academia

Sequoia's @gradypb says systems of record software companies are relatively safe from AI disruption, but that systems of engagement companies built on top of them are in trouble: "The first wave of the on-prem to cloud transition was transitioning systems of record — the Workdays, Salesforces, and Servicenows of the world." "The second layer on top of that was the systems of engagement. The systems of record might own the core database, but then there are a bunch of different workflow applications that reside on top." "I think what we're going to see with the wave of AI software is a third layer on top of those." "It's the layer that does the work. It's the agents getting deployed. They may or may not need those workflows beneath them, but certainly need access to everything that's sitting in that system of record." "As a result, I think those systems of record companies are relatively safe. They may not catch a lot of net new workloads, because those might go to the AI native companies. But I think overall they're pretty safe." "I think some of those workflow-based companies in the middle are in trouble, because they're neither the systems of record nor the agentic capability that's getting deployed. So they'll have to figure out how to become like that agent harness, so to speak, for whatever job needs to be done."

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We just rebuilt every startup in @ycombinator's latest demo day batch. Here's what our agentic "founders" pulled off and what it means for the future of startups. Fully useable products at the bottom of the thread below 🤖🧨

the PITCH DECKS💰 that raised billions are now public. Study them before your next raise: 1️⃣ 26 pitch decks that raised $400M in 2026 → thevccorner.com/p/26-pitch-dec… 2️⃣ Anthropic's 2022 pitch deck just leaked: 10 slides, no product, now worth $380B → thevccorner.com/p/anthropic-20… 3️⃣ 16 unicorn pitch decks: the actual slides before the billions → thevccorner.com/p/unicorn-pitc… 4️⃣ Peter Thiel only explained once how to raise money. Here it is → thevccorner.com/p/peter-thiel-… 5️⃣ SpaceX: how to build and pitch the most ambitious company of our time → thevccorner.com/p/spacex-strat… 6️⃣ Synthesia turned down Adobe's $3B offer. Here's the 18-slide deck that raised $180M → thevccorner.com/p/inside-synth… 7️⃣ How Brex raised $57M and rebuilt startup banking → thevccorner.com/p/how-brex-rai… 8️⃣ 50 real pitch decks from startups that raised $380M+ → thevccorner.com/p/50-real-star… 9️⃣ 200+ pitch decks that raised over $50 billion → thevccorner.com/p/200-startup-… 🔟 153 startups fundraising right now with their actual decks → thevccorner.com/p/153-startups… Bookmark this. The best founders study what worked before they pitch. How much does a pitch deck actually matter vs the founder behind it?

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