cramer

I think the role of the Software Engineer is evolving into a Product Engineer. LLM tools have made writing code easier than ever. The real bottleneck isn't implementation anymore - it's deciding what to build and how the UX should work. That's why I've been spending more of my time learning design and product skills. The most impactful engineers will be the ones who can shape products, not just ship features.

@aakashgupta 85 employees 😄

The revenue timeline on this company reads like a typo. $10 million ARR in mid-2024. $55 million by April 2025. $95 million by July. $200 million by October. $400 million by February 2026. 40x in 18 months. Fal is the invisible backend of AI-generated media. They don't build models. They host other people's image, video, and audio models and run them faster than anyone else. Adobe, Canva, Shopify, and Perplexity all route generations through fal's inference engine. Burkay Gur and Gorkem Yurtseven started the company in 2021 building Python runtime tools for ML. When Stable Diffusion launched and every developer needed fast image generation, they pivoted to inference for diffusion models. That timing was perfect, but execution is what got them here. They crossed $50 million ARR with 25 employees. $100 million with 45. Their entire go-to-market team at nine figures of revenue was six people. At ~120 employees today, they're running roughly $3.3 million in revenue per head. Their engineering edge: the team comes from compiler design, programming languages, and database internals. They optimize inference the way database engineers optimize query execution, squeezing milliseconds out of every API call across billions of generations. That advantage compounds with volume. The fundraising pace matches. $125 million Series C in July 2025 at $1.5 billion. $140 million Series D in December at $4.5 billion. Now a $300 million round at a ~$7.3 billion blended valuation. Four rounds in a year. Sequoia, Kleiner Perkins, a]16z, GIC, NVIDIA all on the cap table. The bet behind all of this: models are commoditizing. A breakthrough lasts three to four months before replication or distillation. The infrastructure that runs models at scale gets stickier with every generation processed. $400M revenue, ~120 people, EBITDA positive. These are the economics of owning the inference layer when every app on earth wants to generate media.

🔥 The fal MCP Server is live ! Connect Claude, Cursor, or any AI assistant to 1,000+ generative AI models. Search models, generate images, create videos, check doc, create app : from a conversation. All the link to access it here 👇

MPP comes with a directory of 100+ services for your agent to use & pay for autonomously on Tempo: • @alchemy — blockchain data across 100+ chains • @alliumlabs — onchain analytics • @browserbase — headless browsers • @dune — onchain SQL queries • @fal — image, video, and audio generation • @merit_systems — phone calls, travel, email, & more • @p0 — web search and deep research • @postalform — mail delivery via USPS • @prospectbutcher — sandwich ordering • ... and many more No API keys. No accounts. mpp.dev/services

@burkaygur @fal @tempo 🔥

. @fal mentioned Congrats @tempo team!

Use @mpp with your @tempo wallet to create an image. This demo from @tempo is a glimpse of where things are going: An agent asks for an image -> pays via MPP -> @fal generates it instantly. No humans in the loop. Just software coordinating work + payments. @fal is especially powerful here - one API that routes across top image/video/audio models, which makes it a perfect primitive for agent workflows. Programmable demand + programmable money.

@Mike_Pevzner @lyft Coinbase wallet

Any app that’s declined worse than @lyft? 1.5+ hours to find a driver for a 2 mile ride

@adamho @fal @gorkem @burkaygur welcome!!!

It’s been a long time coming, but I’m excited to join @fal as the new Head of Design. I’ve been collaborating with @gorkem and @burkaygur on the fal brand closely over the past few years, so it all made (too) much sense to continue this journey on a more permanent basis (and they could pull me out of FT-retirement). Excited to explore the space of generative media and work alongside the brightest minds. As for the studio, I’ll be still taking on projects under my studio still but on a much much more limited basis. 😌

This is why I think it’s important to just ship the thing as fast as possible. Get people to start using it, get feedback from your users, the fast follow with those improvements or fixes. No regressions, bugs, any clear blocking issues then ship it and give yourself some time after to monitor, hear feedback and follow up

@isidentical @tryramp

which startups have the coolest swag? especially more unique stuff than just hats/t-shirts

I need Gemini Notes for in person meetings. Listen to conversation, send summary to email after. Who's working on this?

Some of our best hires were totally unqualified on paper. They always had the same qualities: entrepreneurial, high agency, smart, mission aligned, and they got shit done. If you’re hiring, especially in early stages, seek out & bet on these people. Don’t over-index on resumes.

@davidsenra @brian_armstrong Brian is so based 🐐

Brian Armstrong (@brian_armstrong ) on why founder-led companies are special: Brian:  We thought maybe 50% of the company would resign. David: What would've happened if 50% of the company resigned? Brian: We would've built it all back. This is actually a very important point because I think there's a big difference between a founder and a presider of a company. I know that I could build it back because I started it when it was just me on a laptop. And I was there when it was 10 people and 100 people and 1,000 people. And if we need to go from 2000 to 1000 that's not a big deal to me. I could go back to being on my laptop again if I had to. There's this great Lee Kuan Yew [founder of Singapore] speech that he gave when he was dealing with a strike that was happening. He says in this speech, and it gives me chills every time, he says I sat across the table from them and said get back to work. I will not allow you to bring this country down. And if you don’t do it, I’m prepared to rebuild it all from scratch again. And he said anyone who rules Singapore has to have iron in their veins. I will rebuild it all from scratch. I was watching videos like that and was like this is what I need to do as a leader. It was very inspiring. There are moments like that. You have to stand up and say: We're going in this direction and if you're not on board with it, that’s okay, you can leave. But we're going this way. That's leadership.

RT @OdinLovis: Qwen 2 is out today on @fal !!! Does the new Qwen Image 2 is as good as Nano Banana 2 ? Yes it can if you use it with a llm…

@WazzCrypto 😭

Aaaand its gone

@Francesco_Oddo @fal Awesome, will keep an eye out for your application 🙌

@Cramer___ @fal Applied for Content Writer! I've been building with Fal for a while and been loving your services 🔥

🚨@fal is hiring! 💙 Engineering: - Applied ML Engineer - Backend Engineer - Third Party Model - Forward Deployed Engineer - Full Stack Engineer (Serverless) - Growth Engineer - Product Engineer - Research Scientist (Engineering) - Senior Backend Engineer - Senior Data Scientist, Product Intelligence - Senior Product Designer - Senior/Staff Infrastructure Engineer - Senior/Staff Site Reliability Engineer - Senior/Staff Virtualization Engineer - Sr/Staff Software Engineer - Payments - Staff Software Engineer, Compute - Staff Software Engineer, ML Performance & Systems - Staff Technical Lead for Inference & ML Performance 💙 Operations: - Enterprise Product Manager 💙 Finance: - Billing Operations Specialist - Senior Accounting Manager 💙 Marketing: - Content Writer - Field Marketing Manager - SEO/AEO Specialist - Social Media Manager 💙 Sales: - Account Manager, Enterprise - Account Manager, Partnerships - Enterprise Account Executive - Sales Development Representative (Inbound) Link to apply in the post below 👇

@Sanyam0605 @fal Awesome , will keep an eye out

@Cramer___ @fal Have applied for Applied ML and Backend, for any of the roles, would love to give an interview!

@deepc98 @fal Yes 😃

@Cramer___ @fal These roles look fantastic. I’m based in India and open to overlapping SF hours. I have an M.S. in Computer Science from a U.S. university and ~2 years of full‑stack experience (Java/Spring, React, SQL). Would you consider remote for strong candidates?

@YashSolanki_ @fal Product Engineer role has frontend work!

@Cramer___ @fal I do not see a frontend engineer role. Is it gonna be obsolete soon?