Kyle Getsiv

Deel estimated *ARR by product *Annualized run rate revenue

In the hierarchy of robotics training, the egocentric video data the DoorDash wants to collect is pretty low. Will need thousands/millions of hours to train the base of a VLA model. Will then need thousands of teleop / UMI data to post-train a VLA that can function in the real world.

Exclusive: DoorDash launched a new app “Tasks” that pays couriers in some US markets if they submit audio and video clips to help improve AI and robotics models. Many of these tasks are completing household chores while capturing footage with a body-worn camera — data that would be helpful for humanoid robots. Instructions: scrub and rinse at least 5 dishes with your hands, hold each clean plate steady in frame for a few seconds before moving to the next one bloomberg.com/news/articles/…

Exactly. This will lead to short-term revenue but will kill innovation on Workday. They think they can build and buy everything an enterprise needs and are terrified that someone will sit on top of them, creating and capturing all the value. So they’re actively discouraging people from building agents on top of their data. The very best agentic companies will build elsewhere, Workday will lose the innovation edge, leading them to double down on in-house control.

This is the beginning of the end for @Workday. Charging for data use and egress is the sort of rent-seeking behavior that companies employ when they've run out of innovation DNA. Hey Workday — it's not *your* data, it's your *customers'* data, and they can do whatever they want with it. If you want to block the "parasites", maybe just build a better product instead of engaging in anti-competitive practices (hi @FTC!). If you think you command the same pricing power with @HiBob_HR and @Rippling nipping at your heels, you're in for a rude shock. And just wait until someone builds an open-source Workday (I would bet this is a thing in the next few years). PS: Rippling also exhibits similar (in fact, worse) closed-platform tendencies, and I think it's a big mistake. I hope they change this philosophy. Open ecosystems tend to win in the end.

Exciting stuff! This is what makes systems of action (system of record + agentic automations) so powerful. Rippling has all of their customer's relevant data and is in the best position to build end-to-end automations that push and pull directly from HR/payroll. What starts with relatively simple automations (build reports, review payroll adjustments) will soon turn into long horizon projects (review how our top and bottom performers did when we interviewed them, propose a new hiring process that helps us find more top performers).

Rippling launched its AI analyst today. I'm not just the CEO - I'm also the Rippling admin for our co, and I run payroll for our ~ 5K global employees. Here are 5 specific ways Rippling AI has changed my job, and why I believe this is the future of G&A software. 🧵 1/n

@realroseceline @BradoCapital @fiscal_ai Custom scatterplots too! Not hard to do this in Excel but would love to see it live/native in @fiscal_ai

@BradoCapital why is there no @fiscal_ai iPad app?

Deel has a fascinating approach to M&A and integrating tech stacks (Replace the front end in 2 months, replace the backend over the NTM). Looking at run-rate revenue, the company that started as an EOR generates just 1/4 of their revenue from EOR. Can't wait to watch this! x.com/GetsivKyle/sta…

BREAKING: @deel Hits $1.4B+ ARR Co-founded by CEO Alex Bouaziz (@Bouazizalex) & CRO Shuo Wang (@shuooo), Alex shares their hypergrowth playbook.. Founded in 2019, at only 7 years old: - Deel has scaled to $1.4B+ ARR - Reached a $17.3B valuation - 40K+ customers across 150+ countries - 3+ years of being profitable Deel has rapidly become the #1 platform for hiring & paying employees worldwide. We discuss: • Scaling Deel to $1.4B+ ARR • Serving 40K+ companies across 150+ countries • Deel’s 10+ acquisition M&A strategy • Building a profitable hypergrowth SaaS company • The future of global hiring & distributed teams • How AI agents will transform the workforce Recent Financing: Oct 2025, Deel announced a $300 million Series E funding round, valuing the company at $17.3 billion co-led by Ribbit Capital (@RibbitCapital) as a new investor, alongside long-time partners Andreessen Horowitz (@a16z) & Coatue Management (@coatuemgmt). This was filmed in London February 12, 2026 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Alex Bouaziz, Co-Founder & CEO at Deel (02:05) Working with co-founder & CRO Shuo Wang (03:54) What Deel actually does (05:05) Biggest customers (05:54) $17B valuation and latest funding round (06:35) How Deel approaches fundraising (07:50) Hitting $100M ARR and early growth (09:25) Why raise money if you are already profitable? (10:35) Inside the latest funding round (12:03) Why payroll is a huge global opportunity (14:21) How Deel expanded its product stack (15:21) The challenges of hiring globally (16:18) Running a 7,000 person fully remote company (18:29) Tips for building remote teams (19:50) Why Deel went global from day one (22:47) How AI is changing hiring (25:00) Deel’s moat in an AI world (26:19) A question from Micky Malka (26:57) From airlines to oil and gas: who uses Deel (27:58) M&A strategy and integration playbook (34:33) Biggest mistakes companies make with acquisitions (35:56) How to retain founders after acquisitions (36:34) Deel's new CFO (39:09) What it takes to be IPO ready (40:29) How AI could affect Deel’s future (42:55) The "Dubai founder controversy" (46:00) Leading in a competitive market (50:47) The biggest misconception about Deel (53:27) The right people around you (56:51) The "default optimism" (58:33) What’s next for Deel (01:01:05) The future of autonomous agents (01:03:35) Biggest lessons from Shuo (01:06:34) What makes a great salesperson (01:08:32) Partnering with Arsenal

We raised $165M at a $1.15B valuation to stop doing demos. 2026 is about 1) deployment and 2) research. We will start shipping Memo with our new frontier models in a few months. Our series-B is led by Coatue, with Thomas Laffont joining the board. ->🧵

Rivian CEO RJ Scaringe's Mind Robotics, which is building AI-powered factory robots, raised $500M led by Accel and a16z, source says at a $2B valuation (@kateclarktweets / Wall Street Journal) wsj.com/business/entre… #a260311p33" target="_blank" rel="nofollow noopener">techmeme.com/260311/p33#a26…

We’ve developed a memory system for our models that provides both short-term visual memory and long-term semantic memory. Our approach allows us to train robots to perform long and complex tasks, like cleaning up a kitchen or preparing a grilled cheese sandwich from scratch 👇

Whoa, it did it. @perplexity_ai Computer just one-shotted a ful-stack fund in a box. Over 4,500 lines of code, and it works. The goal was to build a system that could credibly run a small fund's core workflow with 1-2 humans vs. the current model which is 10 analysts on terminals. I came up with the idea by asking what could I build with computer that would be more valuable than a $30,000/year Bloomberg terminal. Here's a screenshot of the fully working web app. More details below, in what I think my might be the world's first Perplexity Computer Thread 🧵

Workday announces CEO Carl Eschenbach is stepping down and will be replaced by the company's co-founder, Aneel Bhusri, effective immediately; WDAY drops 8%+ (@ashleycapoot / CNBC) cnbc.com/2026/02/09/wor… #a260209p26" target="_blank" rel="nofollow noopener">techmeme.com/260209/p26#a26… 📥 Send tips! techmeme.com/contact

@HarryStebbings What are the worst questions other podcasters ask? Or the biggest wastes of time

Listening to a competitor podcast. 22 mins in, haven’t learned a thing. 80% wouldn’t have made the cut for a 20VC. The currency of our customer is time. We protect it and optimise it.

Alphabet CEO on Waymo: "In December, we surpassed 20M fully autonomous trips and are now providing more than 400,000 rides every week. Waymo continues to expand its service territory. Its sixth market, Miami, launched two weeks ago, and Waymo will soon expand its service to multiple cities across the US and in the UK and Japan"

@JaredSleeper It's easy to look at the last ~20 years of data and say that work weeks won't get shorter from AI & general productivity gains, but the story changes when you look across the last 2 centuries.

The arguments that AI will lead to leisure ignore the underlying factor behind Keynes' paradox of leisure time (i.e., his famously flawed prediction of a 15-hour workweek). People are competing for status, not absolute wealth/security. If AI increases the exponentiality of status difference (when ranked ordinally), it will lead to more effort expended towards status. So far, that seems to be case, which is why 9-9-6 is in vogue. There is a very real belief/sense that this is a special time to be ascending in status, and that's logical considering the magnitude of change afoot. It also seems to have been the trend across time- more technology = more leverage = more benefits to be at the top = more effort expended. It will be fascinating if AI flattens that curve somehow (perhaps sycophantic AI can make everyone feel famous?), but for now, it seems to be a continuation of the longer-term trend.

@Waymo had an amazing 2025 and this exemplifies it: Weekly rides grew 2.6x from 175,000 to 450,000 Active markets rose from 2 (Phoenix and San Francisco) to 6, with testing underway in 11 additional US cities and London Waymo launched freeway service in November and airport service in December Run-rate GMV of ~$375M, forward looking RR GMV of ~$1.5B

The age of autonomous mobility at scale is here. Waymo has raised $16B to bring the world’s most trusted driver to more cities. ✅ $126B valuation ✅ 20M+ lifetime rides ✅ 90% reduction in serious injury crashes Read more from our co-CEOs: waymo.com/blog/2026/02/w…

Update on Micro1: $200M RR now, +2x from just ~3 months ago. Will cross ~$1B this year. $100M round coming together. Sheesh!

1/ General-purpose robotics is the rare technological frontier where the US / China started at roughly the same time and there's no clear winner yet. To better understand the landscape, @zoeytang_1007, @intelchentwo, @vishnuman0 and I spent the last ~8 weeks creating a deep dive on humanoid robotics hardware and flew to China to see the supply chain firsthand. Here's everything we've created + our takeaways about the components, humanoid comparisons, supply chains, and geopolitics👇