Matt Pelc
3.2K posts
Matt Pelc
@matid
Founder of Plane, the all‑in‑one people platform for global teams. @useplane • https://t.co/jFBQ1HFfg2
✈ Katılım Şubat 2007
1.4K Takip Edilen1K Takipçiler
@tibo_maker 1. Costs compute to build the product.
2. Most companies in their space subsidize compute (sell tokens for less than their cost) to grow.
3. You need to do both to stay competitive .
4. There are other ways to spend money to grow.
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i genuinely don't understand
- guy is solo
- users spend their own balance to grow their Polsia company
-> why does he need to fundraise?
-> what is the money for?
for AI to improve Polsia?
he is close to $1m per month and from what I understand, with very low cost, so there is plenty of money available
what am I missing?
Ben Cera@Bencera
Polsia just raised $30M at a $250M valuation. Approaching $10M annual run rate. One Founder + AI. Zero employees. Polsia runs companies autonomously. It also ran its own fundraising. I just showed up for signatures.
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Any examples of passkeys done right?
GitHub is close-ish but still tied to username.
Quinn Nelson@SnazzyLabs
And most web devs don’t either. It pisses me off when Passkeys are used either as 2FA and/or in addition to keeping a traditional username/password WHICH DEFEATS THE ENTIRE POINT.
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Back in 2014, before Plane, we built an internal tool called autopilot.
It was an attempt to create an autonomous company os that connected to all the tools we used and executed workflows while we were sleeping.
We’re building that again at Plane today but 100x more capable.
DMs open if you’re ai pilled and can’t stop thinking about self-driving companies.
Tom Blomfield@t_blom
A lot of people are trying to figure out recursively self-improving companies right now. I break down what we’re seeing at YC.
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@josevalim Depends what the license says. But let’s say it allows for termination on change of ownership and the acquirer terminates your licence and shuts down the service with no notice. At that point running it from cache would likely be breaking your licence.
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I don't think that would break the license. Every time you do bundle install, it will first serve from cache? Which can be your machine or at the network level.
Some companies do not even allow apps to reach the external network during deployment, which means all dependencies have been cached and verified before hand.
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Can someone explain why you need a third-party service to generate your SDK, instead of using libraries, you can ideally run inside your infrastructure? It could even be a paid local tools. Not being sarcastic.
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@josevalim True, but might be violating the license at that point. I think the point in making is that if the vendor doesn’t want your business they have a lot of ways to break your software lol
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@matid You would at least have a bundled/vendored version you can keep on deploying and running? You do have all of the code on your machine after all!
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@josevalim True, but if, hypothetically, Mike sold Sidekiq and the acquirer shut down the gems server I’d be stuck not being able to deploy anything that uses Sidekiq Pro/Enterprise. So you have that risk with most paid software, even if it’s local?
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@matid But when they shutdown their service, you'd no longer be able to ship a new version of your SDKs unless you migrate, right? When it comes to OSS projects or libraries, even if upstream goes unmaintained, you don't have lights-off deadline.
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@helloitsolly @carlosvirreira What a clean .com gives you is (some) built in credibility and trust. How much that matters for your business is debatable.
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@carlosvirreira He’s not selling
I’m curious if folks think I should rename the business
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@evisdrenova Their cloud agents are 👌. We stopped using the editor but our Cursor spend is up by a factor of 10-20.
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The cursor fall-off is going to be studied for decades.
I don't know any engineer who uses them anymore. Not to say that others don't, but it's obvious that they're no longer on the tech frontier.
Still, a $60b outcome in 4 years is nothing to sneeze at...
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@haridigresses @souravbhar871 Also, strictly speaking your revenue isn’t always someone else’s COGS. If both companies book this as revenue against an operating expense, their gross margins are fine. And investors don’t expect early stage companies to be net margin profitable.
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@souravbhar871 You are correct technically, but that assumes that VCs sufficiently verify and weight gross margins (they don't; Cursor had -23% gross margins at $2b+ in arr, and it didn't seem to keep them from raising at $30b+ before that).
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Prank aside, this doesn't actually work even if you tried it. Everyone will have zero margins here (negative margins considering transaction fees), as cost = revenue.
hari raghavan@haridigresses
In case you're wondering, this is the stage of the market we're at.
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if you are a YC CTO i would like to talk to you. i’ll come to your office and bring nice things.
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Walked 17 miles through San Francisco with 15 friends on the Double Cross Trail.
Recommended!
Even if you know San Francisco well, you’ll see stuff you’ve never seen before. Make sure to do some side quests on the trail, lots of fun places to stop.
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My bet is on it resembling salaries more than seats. Different jobs will be priced differently. Organizations set budgets and performance expectations. Agents work to those parameters.
Pure consumption doesn’t work because performance on a per-token basis is variable. Seat based doesn’t work because value and cost per “seat” depends a lot on the seat.
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The more I think about AI agents, the less obvious it is that pricing goes purely consumption-based
Token costs matter... but enterprise agents may need identities, roles, auth, budgets, audit logs etc
That sounds oddly seat-like? just not human-seat-like
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@Vincent_Po_Li @mattturck This only works for some use cases. Can’t expect the user to price each new feature or bug fix.
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the missing third option might be outcome-priced. agents are services with budgets, not licenses with users you charge per resolved ticket / cited answer / closed lead, and the audit log + identity are how you prove the outcome. seats and tokens are just meters under that contract.
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@haridigresses We consistently spend 2-5x longer testing than building now.
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This is the final frame on the video below.
This is the way.
You can't pick speed or quality. Competition is intense right now. You have to do both.
Max Brodeur-Urbas@MaxBrodeurUrbas
every once in a while, when someone doubts @rbehal1729, he decides to lock in and remind them why he's the CTO I said email inboxes for agents would take him a week so he did in 6 hours
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@bradgessler I was all in on fantastical but back in 2020/2021 it stopped reliably syncing with Google for me. May have been an intermittent issue but it pushed me to Cron (now Notion Calendar) and I never looked back.
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@matid I almost tried Superhuman until insisted that I go through an onboarding process for 30 min. I think that's gone now.
Have you used Fantastical? I really wish they'd ship an email client.
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The end of an era for @SparkMailApp, shoving a "new and improved app" down everybody's throats that is completely unoptimized for use on large displays.
What's a good macOS email client that works on mobile & desktop that's on par with Fantastical?
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@matid @bradgessler Does Superhuman support iCloud emails or is it still a Gmail only thing?
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