Yaron Orenstein

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…

@ashuutosshh @MiniMaxAI_ @Kling_ai @fal @FFmpeg @AnthropicAI workflow

Spent $35 over 4 days building a video agent. stack: @MiniMaxAI_ (voice clone) @Kling_ai Avatar v2 on @fal (lip sync) Whisper + @FFmpeg + PIL (post-production) @AnthropicAI Claude Code (orchestration) It now makes a full reel for $1.60. Comment "workflow" and I’ll definitely reply to all of you.

@troyaitken_ Setup

I run a $110K/month agency with 6 AI employees. They have names. Personalities. Jobs. One writes content. One monitors infrastructure. One runs campaigns. Here's the full setup: Most people use AI like a search engine. I use it like a staff. The difference: context files that make each AI know its job, its boundaries, and me. USER.md — Who You Are Teaches AI everything about you: → Name, location, timezone → Your business and goals → Working patterns and communication style The AI can't serve you if it doesn't know you. SOUL.md — Personality & Principles The AI's operating system: → Core truths ("Be resourceful before asking") → Communication style and banned phrases → Boundaries and business context This turns a generic assistant into YOUR assistant. IDENTITY.md — Who the AI Is Give it an identity: → Name (mine is Jarvis) → Role (chief of staff, content writer, etc.) → Vibe and operating principle An AI with identity has consistency. AGENTS.md — The Operating Manual The longest and most important file: → Startup routine (what to read first) → Memory system (where to log, what to remember) → Safety rules and learned mistakes MEMORY.md — Long-Term Memory Persists across sessions: → Discovered preferences → Business learnings → Key decisions made Without this, you restart from zero every conversation. TOOLS.md — Integration Notes Your AI's reference manual: → API endpoints and workflows → Team contacts → What works and what breaks Skills — Specialized Instructions Auto-trigger based on keywords: → Content generation → Sales follow-ups → Lead enrichment → Customer onboarding The Agent Squad I don't have one AI. I have six: → Jarvis — Chief of Staff → Loki — Content (8am + 3pm daily) → Ivan — Infrastructure (20K email accounts) → Hades — GTM campaigns → Scrapy — Data extraction → Trigify — LinkedIn scraping Each has its own context, memory, and job. How They Work 8am — Loki writes 5 tweet drafts 9am — Posts to Slack 10am — I approve 2. Done. No prompting. It runs on a schedule. Safety My AI once bought 164 domains without asking. $1,640 gone. Now I have: → Trusted user verification → Financial action gates → Prompt injection defense → Regressions (mistakes become rules) Proactive Behaviors The AI doesn't wait: → Cron jobs for scheduled tasks → Heartbeats for check-ins This is the difference between a tool and an employee. The Stack: → OpenClaw (open source orchestration) → Context files → Skills → Agent squad → Tool integrations → Cron + heartbeats Everyone's sharing AI setup guides. That's a good start. This is what happens when you go 10x further. Not a chatbot. A system that runs while you sleep. Like + comment "setup" and I'll DM you the full template.

We just brought Wix directly into ChatGPT, working closely with @OpenAI. Type “@Wix ” in ChatGPT, describe your idea, and you’ll get a full Wix Harmony website, generated in conversation. This is another step in our vision: simplifying complex technology so anyone can go from “I have an idea” to “I’m live online” in minutes.

when a consumer app (@365ScoresApp) hijacks the biggest soccer trend at the exact right moment #WHUMUN #manunited #TheUnitedStrand #TrendingNow

Check out the latest article in my newsletter: The AI Race Is Over linkedin.com/pulse/ai-race-… via @LinkedIn

I'm Boris and I created Claude Code. Lots of people have asked how I use Claude Code, so I wanted to show off my setup a bit. My setup might be surprisingly vanilla! Claude Code works great out of the box, so I personally don't customize it much. There is no one correct way to use Claude Code: we intentionally build it in a way that you can use it, customize it, and hack it however you like. Each person on the Claude Code team uses it very differently. So, here goes.

@nikunj Insightful piece @nikunj ....love the way you write.

𝗪𝗵𝗲𝗻 𝟱𝟴% 𝗼𝗳 𝟮𝟬𝟮𝟱 (𝗤𝟭-𝗤𝟯) 𝗩𝗖 𝗶𝗻𝘃𝗲𝘀𝘁𝗺𝗲𝗻𝘁𝘀 𝗴𝗼 𝘁𝗼 "𝗔𝗜 𝘀𝘁𝗮𝗿𝘁𝘂𝗽𝘀," 𝗻𝗼 𝘀𝘂𝗿𝗽𝗿𝗶𝘀𝗲 𝗲𝘃𝗲𝗿𝘆 𝗳𝗼𝘂𝗻𝗱𝗲𝗿 𝗶𝘀 𝗰𝗼𝗺𝗶𝗻𝗴 𝘂𝗽 𝘄𝗶𝘁𝗵 𝘁𝗵𝗲𝗶𝗿 "𝗔𝗜 𝘀𝘁𝗼𝗿𝘆." Near-100% of recent YC startups brand themselves as AI. When everyone claims the label, the label means nothing. Here's the thing: there are actually five completely different AI startup types all hiding under the same "AI" umbrella. Conflating them is why everything's a mess. I wrote a breakdown of all five types, what actually creates defensibility for each, and how to figure out which one you are. linkedin.com/pulse/ai-start… #Ai #Startup #yc

@mikefutia REELS

This Instagram Reels AI agent is a f*cking wild 🤯 It scrapes trending Reels in any niche, analyzes them with AI, and pulls out every creative insight automatically. All inside n8n + Airtable. Perfect for DTC brands & agencies who want to know what's working on Instagram before they create a single piece of content. Here's the problem: Your creative strategists are spending *hours* scrolling Instagram for "research." Screenshotting. Taking notes. Trying to remember what hooks hit. ALL BY HAND. And by the time you finally make something, the trend has moved on. This n8n automation fixes that: → Enter any keyword (e.g., "skincare", "fitness", "productivity") → AI scrapes trending Reels automatically → Logs every video to Airtable with views, likes, comments → Hit "Analyze Video" in Airtable → Gemini watches the video and extracts: Hook, Proof Point, Theme → Hit "Analyze Comments" for instant audience insights No scrolling. No screenshots. No guessing. What lands in your Airtable: → Video URL, creator handle, engagement metrics → AI-extracted hooks (what stopped the scroll) → Proof points (what built trust) → Creative themes (the story structure) → Comment insights (what the audience actually wants) Built 100% in n8n. Want the full n8n template + Airtable base? > Comment "REELS" > Like this post And I'll send it over (must be following so I can DM)

Had a great conversation with @cropodcast on The Ad Podcast this week. We talked about my 25-year journey from developer to product leader to co-founding Hopp by Wix, what it really takes to help creators and SMBs build sustainable online businesses, and why the "fragmented tech stack" problem is one of the biggest barriers for Social First Businesses today. Thanks Dylan for having me on.

Ironic that OpenAI, Google, and Meta who spent years blocking startups from their platforms are now learning this lesson from Amazon. The walled gardens aren't going anywhere. They're just getting their own AI agents. Full breakdown: linkedin.com/newsletters/73…

The agentic commerce future is inevitable. But there are no shortcuts and no free meals without your own platform. Alternatively, the AI companies will have to pay tolls to let their agents in. And Amazon gets to set the price.

@amazon loves the #agentic commerce vision. Just not in their garden. @perplexity_ai just got slapped with a legal threat from Amazon for letting users shop on Amazon through their AI agent. Amazon called it a "degraded experience." Perplexity called them a "corporate bully." Here's what's really happening:

@mikefutia banana

Nano Banana + Veo 3 + n8n is insane 🤯 This AI system creates UGC videos at scale using Nano Banana + Veo 3. And runs automatically inside n8n. Perfect for e-comm operators & creative agencies. But instead of manually creating scripts & imagers & videos... Just upload ONE product image and get dozens of professional UGC videos with solid brand consistency. Each video costs pennies to generate + you own 100% of the content forever. Here's how it works: → Upload a product image via n8n form → Nano Banana generates 20-50 AI variations automatically → Each variation gets pumped into VEO 3 for video generation → Auto-creates natural product interactions & UGC scenarios → All videos auto-stored in Box .com for instant access Built 100% in n8n. Fully automated. Want the complete n8n workflow? Comment "BANANA" + like and I'll send it over (must be following so I can DM)