Pavan Kumar

@t_blom @ycombinator What’s the best way to get more customers in your experience?

Counterintuitively, I see some startups obsessing *too much* over their first customer. Big enterprise customer ghosting you? Maybe they’re just not a good fit. Go get 10 more. Top-of-funnel solves most problems.

@samanthajeanneb @fdotinc Should’ve been there!!

5 weeks of hard work and building with the best in SF, heres to the end of Canopy @fdotinc

@GeorgeJeffersn Yep! It’s the best pipeline ever!!

At YC we got the advice of posting on LinkedIn At first ngl I thought it was bullshit because I’ve never liked or engaged with the platform before But holy shit, Ive tried to post x5 a week and its mostly been slop like this, but it’s pure gold for driving inbound & sales

@vanshyadav1408 @ycombinator 10k?

A @ycombinator W26 founder proposed me $10k for a referral😭. Like dude, why?😭

@s43stha Did it work?

i pitched tday to the pilot on my flight. you never know who your next customer is. always be selling.

@romanbuildsaas Need to know the Strat!

I used cold email + LinkedIn outreach to kickstart Gojiberry to $2.5M/year. It costs almost $0, yet most founders won’t even try... How you can do it too: 1. Find high-intent leads. Not random Sales Nav lists. Find people who: - commented on a post about your problem - engaged with a competitor - liked posts with specific keywords - match your ICP and are active on LinkedIn 2. Collect the context. Name. Company. Role. What they engaged with. What problem they seem to care about. This is what makes the email feel personal. 3. Build the blueprint before you send anything. A blueprint is not a pitch deck. It’s a simple doc that shows: - the problem - the exact workflow to solve it - screenshots/videos of how it works - the result you got - how the reader can copy it - where your product makes it easier For Gojiberry, the blueprint is: “how to find high-intent LinkedIn leads, enrich them, and contact them before competitors do.” 4. Send the blueprint, not the demo ask. Bad cold email: “Want to book 15 minutes?” Better: “Saw you commented on my LinkedIn post about getting warmer leads. I can send you the exact setup we used to book 100+ meetings from high-intent leads. Just reply YES and I’ll send it over.” 5. Let the blueprint sell. Inside the doc, show the manual way first. Then show the shortcut: - here’s how to find the signal - here’s how to qualify the lead - here’s how to enrich the email - here’s how to write the message - here’s how Gojiberry does it faster Now the product is not a pitch. It’s the obvious next step. 6. Add the CTA at the bottom. After they understand the workflow: “Start a trial” or “Book a demo if you want this set up for your market” That changes everything. You’re not dragging people into a call. They read the blueprint, understand the value, and decide they want help. It’s boring. But ever since I started sending the blueprint first, I stopped asking for demos in cold email.

@Scobleizer The longest post ever wow

It's time for entrepeneurs to send in applications. The startup factories are busy with demo days of current batches, but this will never end. So I asked my AI to give me a list and rate them, after visiting most of these, I find its findings to be right on. So many choices for entrepreneurs who are staring companies. This written by my AI agent from Levangie Labs, run by @blevlabs, who just went through @theresidency: +++++++++++++++++ If you are starting companies here is your choices: The big thesis: San Francisco has moved from “accelerators” to “containers for intensity.” YC is still the canonical accelerator. But the new thing is the residency: founders living together, working together, compressing time, sharing networks, getting capital, and making the Bay Area feel like a giant operating system for company formation again. I’d group them like this: ━━━━━━━━━━━━━━━━━━ TIER 1: THE CORE SF RESIDENCY / INCUBATOR NODES ━━━━━━━━━━━━━━━━━━ 1. HF0 What it is: A hyper-selective live-in founder residency in San Francisco. Twelve weeks. About 10 teams per cohort. Up to $1M for 5% equity, per Questd’s residency database. It is explicitly optimized for repeat founders and high-performing builders. Why it matters: HF0 is the cleanest expression of the “remove everything except building” model. Housing, food, social pressure, founder density, and investor access are bundled into one environment. My take: HF0 is probably the strongest pure residency brand in SF right now. It feels like YC for people who already know they are dangerous, not for people still learning how startups work. The upside is intensity and caliber. The downside is that it is probably too intense and too selective for most first-time founders. Best for: Repeat founders, technical founders, people who thrive under peer pressure, founders who want total immersion. Not best for: First-time founders who need hand-holding, curriculum, or emotional stability. Sources: questd.ai/residencies/hf… sfstandard.com/2023/01/23/ins… everythingstartups.com/vc-funds/hf0-r… ━━━━━━━━━━━━━━━━━━ 2. Founders, Inc. What it is: A 42,000 square foot Fort Mason campus for ambitious builders. Part venture firm, part campus, part residency, part hacker cathedral. It backs founders in AI, AR/VR, B2B, hardware, content creation, robotics, dev tools, and related frontier domains. Why it matters: Founders Inc is the closest thing SF has to a “startup university without classes.” The campus has hardware labs, media resources, workspaces, events, and a culture of “just build.” My take: Founders Inc is one of the most important physical nodes in SF. If HF0 is the intense live-in residency, Founders Inc is the city-scale builder campus. It is especially strong for hardware, robotics, AI tools, creative tools, and weird frontier ideas that need space, gear, and people bumping into each other. Best for: Prolific builders, hardware founders, robotics founders, AI tools founders, creators who ship. Not best for: Founders who want a clean corporate accelerator experience. This is more garage, lab, campus, scene. Sources: f.inc grokipedia.com/page/FoundersI… lu.ma/raspi X signal: Founders Inc “120 teams launch in San Francisco under one roof” showed up in the X index. x.com/fdotinc/status… ━━━━━━━━━━━━━━━━━━ 3. The Residency What it is: A network of homes for ambitious inventors, builders, researchers, and creatives. It has multiple houses, including SF Parc, the Inventors Residency of San Francisco, SF2 hardware house, Odyssey, Biopunk, and others. The Residency is less like a single accelerator and more like a distributed network of “houses with a thesis.” Why it matters: It captures the softer, more cultural side of the SF builder movement. It is not only startups. It is creative technologists, hardware builders, BCI people, researchers, inventors, and ambitious young people looking for a place where intensity is normal. My take: The Residency is culturally important. It may be messier than HF0 or YC, but that is part of the point. It is where young builders go to become more serious by osmosis. It feels like the housing layer of Cerebral Valley. Best for: Young builders, creative technologists, hardware people, robotics people, people pre-company but high-agency. Not best for: Founders who already have a company and need structured capital, partner meetings, or enterprise intros. Sources: livetheresidency.com/residencies Nick Linck post on SF Parc: linkedin.com/posts/nick-lin… Medium field report: @jules.foa/one-day-at-the-residency-launching-a-startup-in-san-francisco-76f3e8977d80" target="_blank" rel="nofollow noopener">medium.com/@jules.foa/one… X signal: The Residency described itself as “a curated co-living cohort that supports your fundraising, traction & growth potential.” x.com/theresidency/s… ━━━━━━━━━━━━━━━━━━ 4. AGI House What it is: A community, venture fund, and applied AI lab for AI founders and researchers. It runs events, hackathons, dinners, a venture arm, and labs connecting AI builders to enterprise problems. There are two narratives around AGI House: • Rocky Yu / AGI House official narrative • Jeremy Nixon / NeoGenesis / AGI House origins narrative That history is contested enough that I’d be careful in phrasing. But the broad truth is clear: AGI House became one of the symbolic “AI hacker house” institutions of the Bay Area AI boom. Why it matters: AGI House was one of the earliest post-ChatGPT symbols that the Bay Area was reorganizing around AI builders living, hacking, and fundraising together. My take: AGI House is more mythic than structured. It is not the cleanest “program” in the YC sense. Its value is network density, symbolism, and access to AI-native founders and researchers. It is part hacker house, part salon, part fund, part lore. Best for: AI founders, researchers, hackers, people who want to be in the social graph of frontier AI. Not best for: Founders who want predictable programming, clear terms, structured accountability, or a conventional accelerator. Sources: agihouse.org agihouse.ai/origins.html arize.com/resource/agi-h… superscout.co/investor/agi-h… ━━━━━━━━━━━━━━━━━━ 5. Y Combinator What it is: The canonical accelerator. YC invests $500K, brings startups into a three-month program, and culminates in Demo Day. YC’s current site says startups move to San Francisco for three months and work intensively with YC before presenting to investors. Why it matters: Every other program defines itself relative to YC. Some are “YC but live-in.” Some are “YC but pre-idea.” Some are “YC but less dilutive.” Some are “YC but hardware.” Some are “YC but community first.” My take: YC is still the king of institutional startup acceleration. The brand, alumni network, Demo Day, and founder density remain unmatched. But YC is no longer the only gravity well in SF. The new residencies are nibbling at the edges: earlier, weirder, more physical, more communal, more AI-native. Best for: Founders who want the strongest global startup credential and investor access. Not best for: People pre-idea, people who need cofounder matching, people who want a live-in house culture, or frontier weirdos who do not fit a standard batch format yet. Sources: ycombinator.com ceowire.co/guides/how-y-c… ━━━━━━━━━━━━━━━━━━ TIER 2: IMPORTANT ADJACENT SF PROGRAMS ━━━━━━━━━━━━━━━━━━ 6. South Park Commons What it is: A community and fellowship for technologists going from “-1 to 0.” SPC has a Member Residency and a Founder Fellowship. Residency: Six months, no cost or equity, focused on ideation and exploration. Founder Fellowship: Funding path for founders ready to build. Recent SPC Founder Fellowship terms include $400K upfront for 7% plus $600K in the next outside-led round, with bootcamp and residency phases. Why it matters: SPC owns the “-1 to 0” language. That is a different category from YC. YC wants companies. SPC is comfortable with talented people before the company is obvious. My take: SPC is the best “thinking before company” institution in the Bay Area. If YC is company acceleration and HF0 is founder intensity, SPC is conviction formation. In AI, that matters because choosing the right problem is becoming more important as execution gets cheaper. Best for: Exceptional technologists, researchers, repeat founders, people between chapters, people searching for their next life’s work. Not best for: Founders who just want a check and a Demo Day. Sources: southparkcommons.com southparkcommons.com/residency/ blog.southparkcommons.com/p/spc-founder-… ━━━━━━━━━━━━━━━━━━ 7. Neo Residency / Neo Accelerator What it is: Ali Partovi’s Neo runs a founder-friendly residency/accelerator. Current Neo Residency page says startups get $750K uncapped, students get $40K each, participants work side-by-side for three months in SF, attend a two-week Oregon bootcamp, and finish with Demo Day / VC intros. Why it matters: Neo is one of the strongest “elite technical talent” brands. It has a different feel than YC: smaller, more network-driven, less batch-industrial. My take: Neo is underrated. The terms are founder-friendly relative to traditional accelerators, and the talent network is high quality. For students and very young technical founders, Neo may be one of the best bridges into serious company-building. Best for: Young technical founders, students, early teams, people who want capital plus elite network access. Not best for: Founders who want the broadest possible investor brand. YC still wins that. Sources: neo.com/residency conzit.com/post/ali-parto… X signals: x.com/neo/status/204… x.com/venturelaunch/… ━━━━━━━━━━━━━━━━━━ 8. Entrepreneurs First / The Bridge What it is: Entrepreneurs First is a global talent investor that helps individuals form cofounding teams and companies. EF now has a San Francisco path and launched The Bridge: an eight-week SF residency for non-US founders at the earliest stage, especially Europeans trying to enter Silicon Valley. The Bridge: • 8-week SF founder house • 40 spots • pre-idea / pre-team / stage 0 • housing, workspace, food • strongest teams can receive $250K • EF support and Demo Day path Why it matters: The Bridge is the most direct “import ambitious global founders into SF” program I found. It is not just a residency. It is a pipeline from Europe into the US startup ecosystem. My take: The Bridge could become very important if it succeeds. The Bay Area’s next advantage may be importing cracked technical founders before they become obvious. EF understands talent investing better than almost anyone. This is their SF wedge. Best for: Non-US founders, especially Europeans, who want to enter the Bay Area ecosystem before they have a team or idea fully formed. Not best for: US-based founders or founders who already have strong Bay Area access. Sources: join-thebridge.com join-thebridge.com/faq joinef.com/posts/introduc… joinef.com ━━━━━━━━━━━━━━━━━━ 9. Lightyear Residency What it is: A one-month SF residency incubated by HF0, associated with Don Ho and Bryan Myint. It is positioned as “the most productive month of your life.” Demo Day materials describe founders living in a Victorian mansion for a month with everything needed to focus. Why it matters: Lightyear is a more focused, short-duration version of the residency thesis. It is not a generic hacker house. It says it is for founders who already have something going and need to compress progress. My take: Lightyear is interesting because it is explicitly trying to distinguish “true residency” from “hacker house.” That distinction matters. A hacker house is vibes. A residency should create measurable velocity. Lightyear’s pitch is high-intensity founder output for people already moving. Best for: Repeat founders or pre-Series A companies that already have customers or traction and need focus. Not best for: Pre-idea founders, social co-living seekers, or people who need basic startup education. Sources: joinlightyear.com luma.com/ly87xio5 luma.com/bef5n27e X signal: x.com/matthewdwhite/… ━━━━━━━━━━━━━━━━━━ 10. Kernel Labs / Kernel Grants What it is: Kernel Labs is an SF AI builder community and grants program, positioning itself as “the TSMC of startups.” Kernel Grants invests $271,828 for 2.71828% plus about $1M in credits, with potential follow-on up to $20M. No batch format. Must be in SF. It focuses on “token factories”: context engineering, coding tools for autonomous workflows, context surgery, tokenomics, and agent-to-agent communication. Why it matters: This is not a traditional residency, but it is absolutely part of the new SF incubator layer. It is a thesis-driven builder community for AI infrastructure founders. My take: Kernel is one of the most intellectually interesting programs because it is not trying to be “YC but smaller.” It has a real thesis: the future of startups is fabless, and founders need agent/coding infrastructure. That is very aligned with where AI company formation is going. Best for: AI infrastructure founders, agent tooling founders, context engineering founders, people building the “operating layer” for AI. Not best for: Consumer founders, nontechnical founders, or people needing basic cofounder matching. Sources: kernellabs.ai kernellabs.ai/community kernellabs.ai/grants ━━━━━━━━━━━━━━━━━━ TIER 3: PROMISING OR MORE SPECIALIZED NODES ━━━━━━━━━━━━━━━━━━ 11. Frontier Heroes What it is: An SF founder residency signal from X. It appears to have launched a first cohort of seven startups, with Katia Yakovleva involved. Why it matters: This looks like an emerging program rather than an established institution. Worth tracking, especially if it is connecting founder residency with media/content/AI/operator networks. My take: Too early to rank highly, but it is a good signal. The interesting part is the European/operator network. Could be another bridge into SF. Sources: X indexed signal: x.com/katiayakov/sta… Katia background: amongfounders.com/insights/peopl… spotiangels.framer.ai ━━━━━━━━━━━━━━━━━━ 12. SF Kernel / Kernel Community Covered above under Kernel Labs, but if you want to mention “SF Kernel” specifically in the article, frame it as a builder community/coworking/event/grants node, not as a traditional accelerator. Source: kernellabs.ai/community ━━━━━━━━━━━━━━━━━━ 13. The Monastery What it is: A 12-week program from Cyber Fund / Cyber ecosystem, per X-indexed post: • $2M uncapped SAFE • two 2-week blocks in SF • 8 weeks remote • 10 teams admitted • AI-native operators / extreme focus Why it matters: This is one of the more intense-sounding models. It is less broadly known than HF0, YC, or SPC, but its terms and structure are notable. My take: Worth including as an emerging “high-intensity AI-native operator” program. I would not rank it with HF0 or YC until more outcomes are visible. Source: x.com/cyberfund/stat… ━━━━━━━━━━━━━━━━━━ 14. The Bridge Covered above under EF, but it deserves standalone mention because it is branded separately and directly addresses non-US founders trying to get into SF. Sources: join-thebridge.com joinef.com/posts/introduc… ━━━━━━━━━━━━━━━━━━ 15. Hacker Residency / Day One Foundry style houses What it is: A looser category of international hacker residencies, including Hacker Residency groups, Da Nang/Vietnam founder villas, and similar “lock in for a month” models. Why it matters: This is the globalized version of the SF residency meme. It may not all be Bay Area, but the cultural template comes from SF: live together, build intensely, ship publicly. My take: Good color for the article, but not core SF unless the program has an SF house or demo day. X signals: x.com/qwertyualex/st… x.com/eugZolotarenko… ━━━━━━━━━━━━━━━━━━ 16. NeoGenesis / AGI House Origins If you want historical depth, include NeoGenesis as the predecessor/myth layer behind AGI House. The origin story has multiple tellings, so use careful language: “AGI House grew out of the NeoGenesis / early AI hacker-house scene around Hillsborough and SF.” Source: agihouse.ai/origins.html ━━━━━━━━━━━━━━━━━━ 17. Antler AI Residency Not SF-core in the sources I found, but relevant as a global comparison. Antler runs AI/startup residency-style programs and is part of the broader trend. Source from indexed post: x.com/AntlerIndia/st… ━━━━━━━━━━━━━━━━━━ 18. Focal Founder Residency Not SF-core from this pass, but appears as a similar residency in Questd’s database. Worth mentioning as part of the “residencies are becoming a category” trend. Source: questd.ai/residencies/fo… ━━━━━━━━━━━━━━━━━━ 19. Generator Residency Berkeley-based, AI safety-oriented, funded with stipend, travel, and housing, according to X-indexed post. This is more AI safety career-path/residency than startup incubator, but belongs in the broader Bay Area map. Source: x.com/austinc3301/st… ━━━━━━━━━━━━━━━━━━ 20. South Bay / Physical AI / Savant / hard-tech coworking nodes There are multiple physical AI coworking and office-hour programs in SF/Bay Area, including Savant-style hardware lab office hours and Founders Inc physical AI hack events. These are not always residencies, but they are part of the same founder-infrastructure layer. Sources: x.com/thejesonlee/st… x.com/GZinMetaverse/…

@MarkKnd Insane work

We signed a trillion dollar company last week

@zarazhangrui Wait this is peak!

I recently discovered a life-changing Mac app “Amphetamine” which keeps your Mac awake even when lid is closed Much more reliable & easier to use than the caffeinate command in the terminal Now I can finally close my laptop with peace of mind

@eliana_jordan @ycombinator W

applied to @ycombinator with Be Underwater meanwhile yc applications: “ex-google engineer building another ai wrapper” me: scuba instructor who learned to code to build the airbnb for scuba diving yc changed the game for airbnb… maybe it can change mine too

@hthieblot SF is the place to be

Same for VCs. The firms that really want the deal will come to you IRL.

@aaron_epstein Ok, will do

The biggest hack I’ve seen for founders to close deals faster: just show up. Get on a plane, fly to their office, meet in person, bond with the whole team. Instantly replaces weeks of zoom calls.

@AniC_dev @hthieblot Wait this is SO useful! @cleanailabs will consider shifting to this!

introducing box📦 simple, powerful sandboxes for agents and the most affordable as well

@hthieblot Just gotta keep at it no matter what.

Until next time SF. Will be back June 13th, 2026.

@PolymarketMoney Insane boost

JUST IN: Anthropic is now projected to hit a $2,000,000,000,000+ valuation this year.

@hugomercierooo @cleanailabs will be there soon

We just hit $100M ARR (annualized from last 30 min) I fired the whole team - Cursor & Twin took over. Series A oversubscribed. Considering selling directly to OpenAI. Posting this from Saint-Tropez. We are so back.

@garrytan 100k stars is crazy

Proud to say GStack has now crossed 100k stars Tens of thousands of people use GStack to supercharge their agentic coding and build the things they want to build! This one goes out to all my haters 🥂

@saraknggg A lot of people have tried, I gotchu if you want housing

new startup idea: make sf summer housing easier to find

Clean is going to hit 100M ARR w/ 4 people. Mark my words.