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We are not here to do what has already been done. Robert Henri
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Roman Zubenko
413 posts
Roman Zubenko
@romanzubenko
Finance for AI companies https://t.co/6P38qp3yUj (yc f24) Previously @NotionHQ, @GustoHQ
New York City → Katılım Aralık 2011
779 Takip Edilen473 Takipçiler
Love the trend of high performance imagery in saas design: rockets, fighter jets, f1. @warpdotco really cooked here
Ayush S@ayushswrites
Today we're launching a new brand and website for Warp. Our last website was built 18 months ago. At the time, we had a handful of customers, a small team, and a product thesis that most people thought was a dead end. The feedback in 2023 from investors was consistent: the market's too fragmented, the incumbents are too entrenched, you're betting on technology that doesn't work yet. We didn't listen. Since then, Warp has grown to serve thousands of companies. We've processed hundreds of millions in payments, on track to $1B this year. Companies are migrating away from ADP, Rippling, Gusto. Some breaking their contracts to switch. We went from a payroll product to a full platform: HRIS, payroll, AI tax compliance, benefits, IT, global payroll. The first employee management platform that runs itself. At a certain point, the gap between what you've become and how you present yourself starts to work against you. So we rebuilt everything. The new brand is built around a tension we love: analog precision meets velocity. Technical, but warm. Engineered for performance, designed with soul. Think 1960s racing garage meets modern editorial design. It reflects how we build the product: obsessive attention to the details you never see. The invisible circuit boards are beautiful. We're just getting started. This is the next chapter.
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Today we're launching a new brand and website for Warp.
Our last website was built 18 months ago. At the time, we had a handful of customers, a small team, and a product thesis that most people thought was a dead end.
The feedback in 2023 from investors was consistent: the market's too fragmented, the incumbents are too entrenched, you're betting on technology that doesn't work yet.
We didn't listen.
Since then, Warp has grown to serve thousands of companies. We've processed hundreds of millions in payments, on track to $1B this year. Companies are migrating away from ADP, Rippling, Gusto. Some breaking their contracts to switch.
We went from a payroll product to a full platform: HRIS, payroll, AI tax compliance, benefits, IT, global payroll. The first employee management platform that runs itself.
At a certain point, the gap between what you've become and how you present yourself starts to work against you.
So we rebuilt everything.
The new brand is built around a tension we love: analog precision meets velocity. Technical, but warm. Engineered for performance, designed with soul. Think 1960s racing garage meets modern editorial design.
It reflects how we build the product: obsessive attention to the details you never see. The invisible circuit boards are beautiful.
We're just getting started. This is the next chapter.
English
I added Founder profiles! Filter and search ALL @ycombinator founders.
You can see:
- Repeat YC founders
- Career path (eng/product/sales/consulting)
- Years work experience
- Prev. notable employers
- Education
- College Dropouts
Check it out --> yc-update-tracker.lovable.app/founders
Abby Grills@AGrillz
I made a free web app that tracks @ycombinator companies. It updates when: - A new company is listed to YC’s website - A company does a launch post - A company changes their name or tagline/one-liner You can even download the full list of all the companies YC has ever funded.
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Roman Zubenko retweetledi
I made a free web app that tracks @ycombinator companies.
It updates when:
- A new company is listed to YC’s website
- A company does a launch post
- A company changes their name or tagline/one-liner
You can even download the full list of all the companies YC has ever funded.
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Finance x AI space is heating up. So many novel problems to solve across payments, monetization, profitability, cost management and permissions.
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We made a physical AI agent that navigates in your home
Our robot starts in a minute, can talk and listen, and use an arm
This runs on @innate_bot MARS, our open-source agentic platform–here with a @GeminiApp based agent
⬇️ Closed beta available right-now
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@marty_kausas PG really did mean don’t die as most important advice. You never know what wave you can catch by staying in the water
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Love this "overnight success" story.
The founders of Moltbook spent 10 years building another startup, decided to hard pivot, went viral, and then got acquired 3 months later by Meta.
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This is not just common, it's the norm.
Most founders I know spent years working on things that didn't go anywhere, and then suddenly things start working.
This was once described to me as "you move slow, and then suddenly move fast."
Same thing happened to us at Pylon.
I spent 2 years pivoting across ideas and industries with multiple different co-founders before we founded Pylon. Robert and Advith separately spent 1.5 years working on things that didn't work.
Then suddenly, 2 years in, things started working.
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The Moltbook founders took this to the extreme working on another company for 10 YEARS that was probably doing ok, but took a risk on an incredibly risky pivot.
I've never met them but congrats to the Moltbook team! Very cool story and massive respect.
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If sota models always have 1-2 year head start over comparable open source models, it seems like there’s very strong demand for frontier intelligence among companies that require it as part of their core product offering like cursor. Over long run everyone is likely to be multi model to balance cost and quality
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i dont really see the endgame of AI labs
hundreds of billions of dollars spent for a SOTA model just for a random open source model to come around and similar benchmarks
doest it even matter to be “first” to whatever the goal is? or just surviving long enough
i.e. Apple will simply just take what works without burning any cash
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210 days ago, @naturalpay was just a one-pager and a memo.
Today, we’re coming out of stealth.
Natural is the agentic payments platform powering frictionless money movement between agents, businesses, and consumers.
Wallets. Payments. Ledgering. Routing. Identity. Compliance. Credit. Observability. Risk.
Everything needed to move money. Engineered for agents and designed for humans.
These primitives give you the ability to transact without becoming a payments expert or stitching together a dozen fragmented tools.
Huge thanks to our team of 10 (soon to be 25), our early investors, and the supporters who believed in this vision from the start.
If you want to help shape how money moves over the coming decades, we’re hiring.
And if you’re building agents you should probably be moving money too. Reach out.
Read more about Natural and the products we’re launching in the blog below.
natural.co/blog/introduci…
San Francisco, CA 🇺🇸 English
@karrisaarinen Already happening on all pricing pages for image/video companies e.g. flora.ai/pricing
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Growing up in Russia, every time I visited UK as a teen I always bought Wired at a news stand. It was my main gateway to tech and inspired me move to US and later to SF.
@WIRED has to be fixed to inspire the generation of kids around the world, instead of stoking resentment toward whoever is the enemy du jour of the editorial team.
Trae Stephens@traestephens
1/ During college and early in my career, I would absorb @Wired cover-to-cover on my commute. It is such a bummer that in just a decade, a once-great newsroom has deteriorated into publishing speciously-sourced gossip columns that feel like Gawker 2.0. Why is the tech community still interacting with these people?
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@ttunguz When Aramco went public, people were so skeptical about their proposed 1% float. Just looked up, and years later they are still at 1 - 2%.
Wouldn't 1-2% be enough for price discovery because in absolute numbers it's still 10-20B of liquidity in the market?
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We’re about to witness three of the largest IPOs in history. SpaceX is targeting $1.5t. OpenAI aims for $1t. Anthropic is valued at $380b. Combined, $2.9t in market cap.
The scale is unprecedented. But the real problem isn’t the market cap. It’s the float.
Typical IPOs offer 15-25% of their shares to public markets. This creates enough liquidity for price discovery while allowing founders & early investors to maintain control. Facebook floated 15%. Google floated 19%. Alibaba floated 15%.
At a 15% float, here’s what these three IPOs would require :
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@raphaelschaad It can be a great entry point for young designers and engineers to start exploring what good design is.
And agree, from there developing a unique taste requires much broader consumption, and later curation of more niche and obscure things.
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A good indicator of good taste is if someone inherently likes something obscure and later a lot more people start liking that thing as well.
Liking Dieter Rams in 2026 isn't exactly a strong signal for good taste, despite it being great design.
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@tanayj zoom will become a proxy stock for anthropic the same way yahoo became a proxy for alibaba
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Zoom invested as much as ~$50m in Anthropic's 2023 round at a ~$4.5B valuation.
That stake is likely worth $2B+ after Anthropic's most recent financing, representing potentially ~8-10% of Zoom's entire market cap.
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