Arnav Bimbhet

We just wrapped a massive Q2 at @WeAreLegora . We blew past our ARR goal and posted north of 50% QoQ growth for the second straight quarter this year. One rep closed more than $4M in new business. Eight reps closed more than $2M each. Average quota attainment across the team is the highest I've seen in my career. And we crossed 1,500 customers. But closing new business is the easy part to celebrate. What matters more is whether customers get real value and stay. So the number I'm proudest of: since we rolled out the Legora agentic OS a month ago, every usage metric has climbed. DAU/MAU, one of our core engagement measures, is 13 points higher for customers using the agent and well above 50% overall. The aOS is changing how legal work gets done, and the data backs it up. When retention and growth move together like this, you lean in. We've raised our full-year top-line forecast by nearly 30%. Buckling up for an epic second half. Thank you to the team and to our customers for betting on us.

Let’s gooo!! 🏎️

You can just ship things. Live at @vercel Ship NYC! @vverawang

How to keep AI spend flat while token usage grows exponentially: Not with friction and spend alerts. With better defaults, routing, and caching. Better Defaults (not Usage Caps) – Engineers can choose any model they want, but defaults matter. We’re experimenting with defaulting to open weight models like GLM 5.2 and Kimi 2.7 through our LLM gateway, while still encouraging engineers to choose the right model for the task. 91% of our employees were never hitting their usage caps, so instead of lowering caps and driving up alerts, we're moving to cheaper defaults. Note that code reviews use a diversity of models, so they can check each other's work. Better Routing – In our custom harnesses, we preprocess prompts and route to the best model for the job, considering cache hits and model pricing. For instance, you may want a frontier model for planning, but not for execution where they can be overkill. Ultimately, humans shouldn't be choosing models - AI can automate this task. Better Caching – Cache misses are the easiest way to drive your cost up. All of our requests are cache aware, so we’re reusing a warm cache wherever possible. For example, our cache hit rate went from 5% → 60% in LibreChat once properly implemented. Keep Context Lean – Start fresh sessions when switching tasks. Scope file context narrowly. Disconnect unused tools. Don't just compact. The goal isn't fewer tokens used, it's fewer tokens wasted. Better Visibility – Our engineers can use as many tokens as they want, from whatever model they want, but we’ve made usage visible – and the more you spend on AI, the more impact we expect. The goal isn't to suppress usage. It's to build the infrastructure that makes exponential growth sustainable. Putting this into practice has cut our AI spend nearly in half, while our token usage continues to grow.

Partnered with @firstmarkcap on their Guilds Summit. Some takeaways👇🏼 @anjsud CEO @tubi x @amishjani 1. The best CEOs aren’t the experts on everything. They hire experts, give them ownership, expect it back and get out of the way. 2. “Never waste a good crisis”, that’s often when the biggest leaps happen. @davidneckstein CFO @wearelegora x @abimbhet 1. The best fundraising rounds optimize for value add, not valuation (yes their investors are actually getting them customers). 2. AI is pushing CFOs out of spreadsheet management and deeper into driving revenue growth. Li Fan CTO @circle x @amankabeer11 1. The opportunity is bigger than agentic payments, it’s the agentic economy (there’s an entire stack that involves things besides payments). 2. Winning won’t come from forcing every workflow to go headless but from finding where agents create enough value to earn the right to transact. (It’s still early and no one has cracked it yet). Thank you @mrbenwinn for hosting and leading a phenomenal production. @airwallex is proud to facilitate bringing the best forward to share how they build.

Most onchain exploits happen after deployment, not before. That's what @guardrailai was built to solve. Rain has been a customer. Today we're bringing the team in-house. Welcome to the newest Rainmakers! rain.xyz/resources/behi…

Lets go!!

Introducing Rewards. It's the first onchain rewards program native to a card issuing stack. Partners can offer the same caliber of rewards as traditional programs, plus capabilities those programs can't match. When a user swipes their card, points are minted onchain once the transaction is final. The partner defines the program: the points branding, earn rates, and redemption options. And because the points live onchain, programs can interoperate. Think users gifting points to a friend, or two programs honoring each other's points. This launch builds on our acquisition of Uptop last November, whose technology already powers loyalty programs for the Cleveland Cavaliers and Detroit Pistons. Built into the same infrastructure our partners use today. Great work by @BasriRoss and the @uptop_xyz team on this release!

Agents are already transacting with stablecoins on Rain. Today we're rolling out the Agent Control Layer. It lets businesses define exactly where, when, and how much an agent can spend, enforced at the infrastructure level.

Vercel is partnering with and integrating Shopify. Starting with @v0, you can now prompt a Next.js + Shopify store in seconds. The old tradeoff was “easy monolith” or “costly headless”. No more. Easy @nextjs Shopify storefronts with no scale or sophistication ceiling.

Guilds Summit. Where the best share how they build. June 16. NYC 🗽 @oliveur @anjsud @katieburkie @lilscotboy @jon_hyman @ElyKahn @EnoReyes @ivanburazin @gcmarker @davidneckstein

Congratulations to @vercel @ClickHouseDB @CockroachDB and @daytonaio on making the InfraRed 100! Incredibly well-deserved recognition 👏 we're thrilled to be on the journey with you.

What an incredible day. Yesterday, we brought together 150+ AI CEOs in NYC with the FirstMark community. A huge thank you to the founders who joined us - the energy, ambition, and depth of discussion in the room reflected just how quickly this AI wave is reshaping company building across every layer of the stack. Grateful to everyone who made the day so thoughtful and high-signal. NYC AI is cooking!

Three acquisitions in two months. Today, @WeAreLegora is announcing our third acquisition: Graceview, a regulatory horizon scanning platform covering 100+ jurisdictions in real time. That's the kind of coverage that was simply impossible to build manually. Full story below:

Just went to visit Legora. Most impressive startup I've been to visit in years. They're going to surpass Harvey in 2027. After that their only potential rivals will be the model companies. And if ever there was a territory you could defend against the model companies, law is it.

Speaking at FirstMark's Guilds Summit on June 16 in NYC: Cofounder & CEO, Datadag CEO, Tubi Chief People Officer, Airbnb CFO, Legora Chief Data & AI Officer, Snowflake Head of People, Clay CFO, Shopify Chief Product Officer, Okta Head of Americas, Enterprise, Anthropic Cofounder & CTO, Braze VP Sales, Vercel CMO, Bilt Rewards CFO, Ramp COO, Harvey CFO, Circle CRO, Synthesia Cofounder & CPO, Wealthsimple CFO, Runway Chief People Officer, Headway Cofounder & CTO, Factory Head of Product, Glean CRO, Brex CFO, Mercury Chief People Officer, HungryRoot VP, Global People & Places, Airwallex + more to be announced!

Love seeing these two awesome @FirstMark co’s come together t bring the promise of stablecoins to the institutional use cases that make up the meat of the market. Just the beginning cc: @sidgandhi_xyz @calummoore @rooqster @cnaut

Huge congratulations to @FirstMarkCap portfolio companies @WeAreLegora and @synthesiaIO on being named to the 2026 Forbes AI 50! Well deserved recognition for two exceptional teams building impactful, category-defining businesses and executing at an extraordinary level Grateful to be on the journey with you both and excited for what’s ahead!

Agentic Infrastructure is the future of the cloud ① For coding agents If you use Claude Code, Codex, Cursor, you need infra that 'clicks' for your agents, not just devs. ② To deploy agents Pages → Agents. Long-running compute, sandboxes, and our token delivery network are the building blocks of this new kind of software. ③ Itself an agent Vercel is beloved because it's self-configuring (serverless). Add to that: self-healing, self-optimizing, self-securing. The agent holds the pager. ⟁ It's a triple-entendre that works. I highly recommend the read. Agentic Infrastructure will make existing companies more efficient and support the next generation of AI-native startups.

Vercel signups are growing at 52% MoM (up from 23%, up from 17%)