Kulveer

Grateful to be featured in @Forbes and to go deeper and share the vision behind @phosphorcap. Thank you to @dasha_shunina for taking the time to understand Phosphor’s mission.

Just a PSA we use Delve. Delve does EXACTLY what EVERY other company in this space does, they provide a checklist and help you automate your compliance. WE are still responsible for our security. Not Delve. This industry is shady AF and this anon is 100% a competitor 🫡

@annarmonaco @paradigmai Congrats!

Today we’re launching the newest version of @paradigmai When we started Paradigm, the goal was never to tack AI onto existing spreadsheets. It was to build a new type of interface that does the work for you. Now we’re pushing that vision much further. Workflows turn Paradigm into a system that runs research processes for you. Connect your CRM, existing spreadsheets, Slack, email, and internal data, and let Paradigm continuously run the research workflows your team already does. Same intuitive interface. But now a system of action. If you tried Paradigm before, try it again. Manual research is now a competitive liability.

I'm going to make some obvious points. (1) Blowing up all the oil infrastructure in the Middle East is an insane idea, and may well result in a global economic crash and humanitarian crisis unrivaled in the lives of those now living. We're talking about the price of everything everywhere rising, from food to gas, at a moment when inflation was already high. All of that will be laid at the feet of the authors of this war. (2) The antebellum status quo of Feb 27, 2026 was just not that bad, but we're unlikely to return to it. Expect indefinite, long-term, ongoing disruptions to everything out of the Middle East. (3) Also assume tech financing crashes for the indefinite future. The genius plan to get the Gulf states caught in the crossfire has incinerated much of the funding for LPs, for datacenters, and for IPOs. Anyone in tech who supported this war may soon learn the meaning of "force majeure" as funding gets yanked. (4) Many capital allocators will instead be allocating much further down Maslow's hierarchy of needs, towards useful basic things like food and energy. (5) It's fortunate that all those progressives yelled about the "climate crisis." Yes, their reasoning about timelines was wrong, and much of the money was wasted in graft, but the result was right: we all need energy independence from the Middle East, pronto. It's also fortunate that Elon and China autistically took climate seriously. Now they're going to need to ship a billion solar panels, electric vehicles, batteries, nuclear power plants, and the like to get everyone off oil, immediately. (6) It's not just an oil and gas problem, of course. It's also a fertilizer problem, and a chemical precursor problem. Maybe some new sources will come online at the new prices, but it takes time to dial stuff up, particularly at this scale, so shortages are almost a certainty. That said, China has actually scaled up coal-to-chemicals[a,c] (C2C), and there's also something more sci-fi called Power-to-X[b] which turns arbitrary power + water + air into hydrocarbons. But all of that will need to get accelerated. I have a background in chemical engineering so may start funding things in this area. (7) Ultimately, this war is going to result in tremendous blame for anyone associated with it. It's a no-win scenario to blow up this much infrastructure for so many people. Simply not worth it for whatever objective they thought they were going to attain. But unless you're actually in a position to stop the madness, the pragmatic thing to do is: scramble to mitigate the fallout to yourself, your business, and your people. [a]: reuters.com/business/energ… [b]: alfalaval.com/industries/ene… [c]: reuters.com/sustainability…

@emkara Super cool, congrats!

Introducing Mothership, the first workspace for AI agents. Mothership is the central intelligence layer for your AI workforce. Autonomous agents, fully observable and editable. Check out what Mothership can do below.

@Jassisidhu Safe trip!

Heading home thankfully after some last min drama at the airport Long week of events in vietnam and india but just blessed after 30yrs to be doing this Liver bird on my chest as always Cant wait to absolutly smash galatasaray later today #lfc

The latest YC batch made me update my priors on build speed. YC batches are a quarterly snapshot of what technology makes possible, and it's clear something materially changed over the last 3-4 months. W26 teams are shipping _much_ faster than F25 and prior.

Early-stage founders should send more investor updates. There, I said it. As a (very) small time angel I now see that maybe half of founders send regular updates, which suprised me a bit tbh. At the end of every @YCombinator batch they give a speech which is essentially: “Just don’t die.” Every founder has their own way of interpreting/internalising/actioning that, but mine is: “Religiously send an update at the start of every month.” I never skip and I’m never late. 100% of companies that die, stop sending updates at some point. Its simple to the point of stupidity really: If I’m still sending updates, I’m still alive. Also has some nice externalities like investors are more likely to be there for you when times are tough.

Everyone is talking about the impact of closing the Strait of Hormuz on oil and gas. I haven't seen much discussion of the war's impact on helium. Most people think of helium as being a fun gas you use for children's balloons. But helium is actually one of the most important industrial gases, used in rockets, MRIs, quantum computers, and most importantly, in the production of semiconductors. Qatar produces ~30% of the world's helium as a byproduct of its natural gas wells, and that supply is now cut off from the global market. 🧵

Two weeks of fundraising prep is nearly complete. If W24 was the first real GPT-batch maybe this is the first Agent-batch. Their pitches is always a unique way to peak into the future.

today, we are making the @mosaic_so video editing api available to all agents & humans. see how we setup larry — our slack openclaw agent — with a mosaic api key and had it clip, edit, and post archived steve jobs footage. all without ever leaving slack. you can connect your openclaw agents, claude code, or vibe-coded saas to our agentic video editing api. no waitlist — now live at mosaic [dot] so. comment "API" to get 100 free credits dropped into your account to get started with the api for free. more details on why & how we’re making this change below (thread):

Congrats @MaxBrodeurUrbas! @gumloop

@amasad what a story! congrats :)

We’ve raised $400M at a $9B valuation. Investors include Georgian, G Squared, Prysm, 1789, YC, Coatue, a16z, Craft, and QIA, with strategic investments from Accenture, Databricks, Okta, and Tether. We’re also lucky to have incredible individuals backing us, including Shaq and Jared Leto. This funding will help us scale our ambition and expand beyond coding into AI systems that center human creativity. Replit is now used at 85% of the Fortune 500. We have an opportunity to help shape the future of work. One where AI abstracts away the boring parts and humans shine as creative directors. We’re also investing more globally, particularly in Europe, Asia, and the Middle East. Innovation can come from anywhere in the world, and we want to help unlock it.

It's Y Combinator's 21st birthday today.

Now announcing: Garry's List We’re starting a citizen’s union for radical centrism. We proved local politics is winnable in SF. Now we’re building the community to do it everywhere — news, commentary, and accountability for policies that affect California and our society.

I am excited to share that @Starcloud_ will be the first to launch the AWS Outpost hardware to space on our second satellite launching in October this year, further enabling high-performance computing in space! 🚀 @awscloud

@paulg I also tracked this when I went to Oxford, and was surprised that it did indeed rain every single day.

Where we live it has rained every day so far in 2026.

You have 4 days left to apply to YC Spring '26 batch! Application deadline is Monday 8pm PT. It's an incredible time to build. If you are a strong founder or team, please apply (even if you don't have an idea or traction). ycombinator.com/apply

February isn't even a week in and we're about to cross every record we hit in 2025. Millions of email threads analyzed. Lost deals found. Follow-ups drafted. Fields updated in seconds. Next Tuesday: AI Meeting building the first self-driving AI CRM in public. One that works while you sleep