Basil Liu
30 posts

Basil Liu
@basilliu_
CS+Chem @uofillinois · building AI full stack products and systems · prev @siemens prev Siemens
Katılım Ocak 2021
64 Takip Edilen12 Takipçiler
Basil Liu retweetledi
Basil Liu retweetledi
Basil Liu retweetledi
Basil Liu retweetledi

The NYT just profiled a $1.8B revenue company with 2 employees.
Medvi is a telehealth GLP-1 provider built by Matthew Gallagher, 41, from his house in LA. He launched in September 2024 with $20,000. Here are the numbers:
Month 1: 300 customers
Month 2: 1,300 customers
2025 full year: $401M revenue, 250,000 customers
2026 run rate: $1.8B
Net margin: 16.2% ($65M profit)
Total employees: 2 (him and his brother)
Outside funding: $0
How it works: Medvi is a front end. Two platforms — CareValidate and OpenLoop Health — handle doctors, prescriptions, pharmacies, shipping, and compliance. Gallagher handles brand, website, ads, checkout, and customer service. All built with AI.
His stack: ChatGPT, Claude, and Grok for code. Midjourney and Runway for ad creative. ElevenLabs for voice. Custom AI agents to connect systems. AI chatbot for customer service (which initially hallucinated fake prices he had to honor).
For comparison: Hims & Hers did $2.4B revenue last year with 2,442 employees and 5.5% net margins. Gallagher is running 3x the margin with a fraction of a percent of the headcount.
Back into the unit economics: ~$336M in total costs, probably $160-200M to the telehealth platforms, leaving $130-170M mostly in marketing. Against 250,000 customers, that's a $500-700 CAC. High, but it works because his overhead is virtually zero and LTV at ~$200/month holds up.
He's expanding fast. Men's health launched in February — 50K customers in month one. Meal delivery went live last month. Women's health, hair growth, supplements, and skincare are next.
The vulnerability: zero moat. No proprietary tech, no doctor network, no pharmacy infrastructure. CareValidate or OpenLoop could raise fees or launch competing brands. Anyone could replicate this model in weeks.
Right now, the margins are enormous for anyone who moves fast enough. The question is how long that window stays open.
nytimes.com/2026/04/02/tec…
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Basil Liu retweetledi
Basil Liu retweetledi
Basil Liu retweetledi


Basil Liu retweetledi
Basil Liu retweetledi

bro, it's so over for designers
google stitch is insane. 🤯

Stitch by Google@stitchbygoogle
Meet the new Stitch, your vibe design partner. Here are 5 major upgrades to help you create, iterate and collaborate: 🎨 AI-Native Canvas 🧠 Smarter Design Agent 🎙️ Voice ⚡️ Instant Prototypes 📐 Design Systems and DESIGN.md Rolling out now. Details and product walkthrough video in 🧵
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Twitter mfs don’t even wait until they hit the ground to tell everyone they moved to SF
Robert Bye@RobertJBye
Finally fully moved to San Francisco! So excited for this next chapter!
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Basil Liu retweetledi
Basil Liu retweetledi

Ready to deploy AI agents? NVIDIA NemoClaw simplifies running @openclaw always-on assistants with a single command.
🦞 Deploy claws more safely
✨ Run any coding agent
🌍 Deploy anywhere
Try now with a free NVIDIA Brev Launchable 🔗 nvidia.com/nemoclaw

NVIDIA Newsroom@nvidianewsroom
#NVIDIAGTC news: NVIDIA announces NemoClaw for the OpenClaw agent platform. NVIDIA NemoClaw installs NVIDIA Nemotron models and the NVIDIA OpenShell runtime in a single command, adding privacy and security controls to run secure, always-on AI assistants. nvda.ws/47xOPqQ
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somewhere along the way i started writing real design docs for my habit tracker
data models, api design, testing strategy. for an app i'll only ever use
i've shipped work features with less care
building for yourself is a truth test. effort doesn't lie
github.com/3-rt/habit-tra…
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