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Happy to announce that @UseGoblin just received an up-front investment from @Lvlupvc and is officially a portfolio company. Shout-out @amarifields_ and the team @Lvlupvc for believing in us.

@evanbuhler It looks like something from the sound of music days. Not a big TV person but I would love to check it out when I can.

@drbinna1 It’s in my top 5. Particularly if you like music. Can’t miss this one.

My oldest sister gave birth to her first child yesterday! I’m so grateful that my sisters are happy and healthy enough to decide to have kids. It is, apparently, one of the greatest joys in life. Working hard to foster an environment where this is a viable option for all women.

@evanbuhler Oh yea, that looks good, haven't seen it yet though. Maybe soon.

@drbinna1 en.wikipedia.org/wiki/Across_th…

@evanbuhler Hope she does. Wait what “movie” are you referring to lol

@drbinna1 Thanks man. If this is genuine, I’m sure that she can feel it from across the universe. Great movie btw.

To all of my technical friends who are thinking of starting companies, I have some bad news: you're going to have to write a lot of emails.

LOLLLLL understanding this lore is a Christian perk 😏

@drbinna1 Big fan SOUL.md is a big innovation

@garrytan Amazing, we are doing that type of stuff for computer use agents, I think you will like to explore usegoblin.xyz

The 1990s had “view source.” 2026 has “view prompt.” The best founders are quietly reading what their agents are reasoning about, having late night conversations with them until brand new workflows are born. That’s the new craft.

LOLLLLLLL

Come build agents that can finally hold a fluid conversation at the 24-Hour Conversational AI Hackathon, hosted by @usemoss at the YC Office, June 6-7. First place wins an interview with a YC partner: events.ycombinator.com/conversational…

@calvinluvsrice Thank you !

@drbinna1 Good luck!

Working. . .

@calvinluvsrice For sure, I am at a 2-day Hackathon tommorow.

@drbinna1 Sure sure! One of these days. I’ll be traveling a bit this summer! Let’s set something up for July/august? Or i may run into you at an event?

@edgarpavlovsky @runpentagon @UseCorgi Yessirrrrrrr

sunny days and pentagon smoothies should we have another @runpentagon happy hour at the corgi cafe?

@CedarStResearch Yeah, also the original post reads less like forensic insurance analysis and more like an LLM was asked to make NAIC filings sound like a Netflix crime doc. Doesn't speak great of the writer, lol

@drbinna1 I think that’s a fair ask, I have no clue how they are defining ARR.

TRRG’s capital and surplus appears to have grown from roughly $1.3M at year-end 2025 to roughly $4.5M by 3/31/26. That suggests capital is being added as the insurance entity scales. The fair question is still gross exposure, net retained exposure, limits, reinsurance, and loss development. But saying “none of the money went to the RRGs” looks too strong if the statutory snapshot shows a meaningful increase in surplus.

@CedarStResearch @UseCorgi @nico_laqua Fair point, but only if ARR = gross premium written by that RRG. That hasn’t been shown. ARR could include contracted run-rate, fees, other entities/products, software revenue, or business not reflected in Q1 DWP

Yes but that’s not how insurance accounting works. Your gross premium still flows through the RRG, if your operating as an agent for the RRG you get a cut of the premium that flows through and if Corgi Re was behind it then it would flow through as ceded premium. It doesn’t just skip the RRG. Lemonade has practically the same setup albeit it’s not an RRG. If they are charging software fees (I’m not sure what they would really be charging) that would fall outside of this P&L.

This person took out their time to generate AI slop because of their failed sales pitch? How about putting this effort into actually bettering the way you sell instead? Interesting times, @UseCorgi wins yet again. Shout-out @nico_laqua 🫡

@calvinluvsrice Did you still want to meet for coffee?

@drbinna1 Love it!

@CedarStResearch $1M DWP in the main RRG tells us premium written by that entity in Q1. It does not necessarily tell us company-level ARR, program-admin fees, broker economics, software revenue, other entities, or contracted run-rate. The right question here should be how does Corgi define ARR?

@drbinna1 I mean just a honest question. How are they at $100m in ARR if their main RRG only did $1m in DWP in Q1 26?

@CedarStResearch @UseCorgi @nico_laqua You can’t compare “ARR” to an RRG balance sheet without knowing whether ARR means gross premium, net premium, fees, software revenue, program admin revenue, or contracted run-rate.

@drbinna1 @UseCorgi @nico_laqua Not making a statement one way or the other it’s just so hard to reconcile $100m of whatever they are using as ARR