Charlie Warren
163 posts

Charlie Warren
@charliewarren
YC Visiting Partner, former CEO/Cofounder of Convex (acq by $TTAN), vertical AI, services, & industrials investor. Friend of the physical world. Dad.






Some of the biggest companies of the next decade won't be software businesses. They'll be services companies like insurance carriers, law firms, and tax practices rebuilt from scratch with AI doing most of the work. In this episode of Startup School, YC Visiting Partner @CharlieWarren walks through the playbook for building AI native services companies, covering how to pick a market with the right traits, why variance kills these businesses faster than anything else, and the P&L math that’ll transform your business model. 00:00 — Intro to AI Services Companies 01:01 — Picking the Right Market 02:55 — Markets YC Likes Right Now 03:43 — The Sam Altman Test 04:35 — The Right Founding Team 05:28 — Building the Product 06:19 — Variance Is the Existential Problem 07:08 — The Early Demand Trap 07:53 — How to Price AI Services 08:41 — The P&L Walkthrough 09:33 — AI Operating Leverage 10:27 — Don't Buy Your Way In


It’s never been easier to design your dream house. Draw a shape. Define your rooms. Set your constraints. @DraftedAI generates complete floor plans, elevations, and 3D home designs in seconds. Over the last month, 120,000 people generated 325,000+ home designs with Drafted.ai.

Engineering software maker Autodesk has agreed to buy MaintainX, a firm focused on maintenance tools bloomberg.com/news/articles/…


An alien who is in the U.S. temporarily and wants a Green Card must return to their home country to apply. This policy allows our immigration system to function as the law intended instead of incentivizing loopholes. The era of abusing our nation’s immigration system is over.










