
Michael Burkov
133 posts

Michael Burkov
@xmikebur
Sales Engineer, AI Inference Platform @nebiustf



Last week @HarryStebbings did a post on LinkedIn for a company which directly led to $3.5m in ARR for them. That is WILD. I don't how other VCs can compete with that. And it doesn't seem that most VCs are even trying to. @a16z are building this level of media distribution with @eriktorenberg at the helm, but most other Tier 1s are just relying on their brand to maintain their lead. I just don't see how that works out long term.

Take: I don’t think n8n is dead OpenAI’s AgentKit is nice but imo it takes a big company’s worth of resources to maintain a 'real' low-code builder with every integration, enterprise controls, customizability, etc. etc. Just look at any RPA company out there. Could OpenAI build this? Yes. Should they though? There’s so many other things to own.




















