Omar Ali

Every tech company today really needs to rethink their moat

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 🤖🧨

A bunch of full blown products you can play with 👇👇👇 → Balance — Full-Stack AI Accounting nuvault.feltsense.com → Menza — Your 24/7 Data Analyst datiya.feltsense.com → Maven — Payments Infrastructure for Voice Agents voicepay-pro.feltsense.com → Ressl AI — AI Transformation for the Trades trades-ai.feltsense.com → ClaimGlide — AI Automated Prior-Auths for Private Medical Practices approvely-ai.feltsense.com → Perfectly — The AI-Native Recruiting Agency precisio.feltsense.com → Polymorph — Personalized AI Growth Team for Consumer Apps pheno.feltsense.com → Sila — Agentic Workspace Messaging gruup.feltsense.com → Sitefire — Marketing Suite for the Agentic Web ignitesite.feltsense.com → Vela — AI Scheduling for the Most Complex Interactions knotless.feltsense.com → MochaCare — Manage Home Care Agency Ops with AI Agents nurtureloop.feltsense.com → Ventura — AI Teammates for Industrial Distributors peakventure.feltsense.com → End Close — AI-Powered Reconciliation for High-Volume Payments circlebook.feltsense.com → Maywood — AI for M&A aegis.feltsense.com → Kita — Turn Documents into Signals for Lenders argus.feltsense.com → Return Signals — AI Customer Support That Proactively Engages High-Value Users pulsereply.feltsense.com → Booko — Dynamic Pricing for Businesses That Sell Time Slots bookably.feltsense.com → Copperlane — AI Mortgage Loan Officer supply-os.feltsense.com → Corvera — AI Agents for CPG Brands loandesk-ai.feltsense.com → Patientdesk.ai — AI Voice Agent for Patient Calls & Admin Workflows clinicai.feltsense.com → Scout Out — Manages the Full Lifecycle of a Construction Job buildstack.feltsense.com → CodeWisp — AI Game Builder playfoundry.feltsense.com

Congrats to Denali for their FDA Approval of AVLAYAH! Fun bit of biotech history. The bi-specific shuttle technology used in Avlayah came from F-star, a European biotech we helped seed in 2006 (thx Regina Hodits). They were advancing a bi-specific mAb format for a range of uses. Image below is from their 2006 pitch to us. F-star did a collaboration with Denali to use their "Fcab" technology for BBB shuttles in 2016, when the now 10-year old biotech was figuring out what programs to advance internally vs in collaboration nature.com/articles/d4374… In 2018, seeing momentum in their BBB programs, Denali acquired the subsidiary housing the BBB technology, called F-star Gamma. fiercebiotech.com/biotech/denali… With the approval of Avlayah, F-star's original technology thesis finally made it to market for one of the many postulated uses... 20 years later... Atlas Fund VII, a 2005 vintage fund, will be getting a small but fun milestone payment for approval... Biotech is a long game, played by teams across the ecosystem collaborating in different ways over decades. Huge kudos to Ryan Watts, @rtnarch, and the team at Denali for their persistence in pushing Avlayah forward to patients.

the first public sneak peek of data from @lifeschemistry's first clinical trials this is small early data, but has the potential to be: 1) clinically differentiated and meaningfully best in class 2) small molecule vs injectable 3) active in an all-patient population, including for non responders to IL-4/IL-13/STAT6 pathway

50 wins in a gap year ☘️

This guy vibecoded an app that landed him a $15,000 customer almost Instantly. A year later, he's made $2.5M This year? He's projected to make $7M Guys, please listen carefully to me with this: - He is not a software developer - He started this with $400 If you are watching this, you are the minority. Stop assuming other people know what you know about AI. You are a first mover. This is 100% possible for anyone else to do. You've gotta check this one out!

AI drug developer Insilico Medicine and Lilly ink commercialization deal worth up to $2.75 billion statnews.com/2026/03/29/ins… via @brittanytrang who writes about AI drug development with more clarity, context and comprehension than any other reporter in the business. You should follow her.

given the early stage deal flow i'm seeing, being a tech bio VC that is not willing to go into tx investing is hard place to be on the tech / infra side you are crowded out by generalist funds by deeper pockets and better brand - why would a founder of "digital life sciences" play getting great traction not take that capital at the early stage? on the biotech tx side, there is real opportunity right now because traditional biotech VCs have pulled back (esp from early stage / preclinical investing), but most techbio VCs have become gun shy about taking "capital intensity risk" with therapeutic plays this is actually the exact worst time to do that as AI and AI investing eats everything else that doesn't require deep physical execution moats will be interesting to see who survives this culling

@mamoonha @kleinerperkins Congratulations Mamoon!

Today @kleinerperkins announces KP22, our twenty-second venture fund with $1 billion to back early stage companies, alongside $2.5 billion in growth funds to back high-inflection, category-defining businesses. Together, these new funds total $3.5 billion and reflect our conviction that this is one of the most important company-building periods in our firm's 54-year history. We are at a breakthrough moment. The best founders are putting down roots right now, and building enduring companies. kleinerperkins.com

Today we're launching Latent-Y: the world's first autonomous agent for drug design, lab-validated end to end. Give it a research goal. Latent-Y reasons, designs, iterates, and delivers lab-ready antibodies, autonomously or collaboratively, with the biological reasoning of a PhD protein design expert. Technical report: tinyurl.com/latent-y-techr… Blog post: latentlabs.com/latent-y Apply for access: platform.latentlabs.com

The world has a short-term memory

HORRIFIC night in the West Bank. Israeli settlers are attacking more than nine Palestinian villages and cities now, including Bethlehem, setting cars and homes on fire and attempting to burn families alive.

imagine the wrath if these were videos of gazans invading bordering israeli towns, mass killing families but it’s israeli violence; on an untouched moral plane from other forms of “brown” terror the path to peace in the middle east necessitates freedom of all people and an end of israeli terrorism and apartheid

Eid Mubarak! Particularly thinking of Muslims suffering in Iran, Lebanon and Palestine. ❤️

Eid Mubarak! 💫

Eid Mubarak 🐐

Happy Eid! 😊

.@_DimensionCap is leading a $40M financing for Congruence, leveraging frontier AI & molecular dynamics for a best in class small molecule corrector platform. This financing brings this high powered nimble team into the clinic w/ 3 unique assets. LFG! endpoints.news/congruence-sta…