Aarif

@rohanpaul_ai @sama I have a working AI application built solo, based in India. 'CRM data mart delivered in 10 days'. Struggling to reach the US customers faster. Appreciate any support to reach US market.

Sam Altman: "There was a time when we used to make fun of the “idea guy,” who only had an idea and needed someone technical to build it. But now, people who just really deeply understand their users and can’t code at all, I want to fund those people."

@MattSmethurst SubhanAllah! God is great!!

This is the most detailed MRI scan of an unborn baby. At just 20 weeks, she is moving, turning her head, kicking—even standing. Her beating heart is also visible. Human life is a miracle.

@8090_Factory What about the existing old enterprise systems, where seniors have the entire knowledge in their heads, does this solve the legacy problems or just the new systems?

your company's most valuable asset is the one engineer who understands it. and AI agents just made that person 10x more critical, not less. cursor, copilot, claude code. these tools are only as good as the context you feed them. and in most enterprises the context lives in exactly one place: the head of the senior engineer who's been there seven years. when they take PTO, AI output quality drops. when they leave, the AI becomes useless for anything complex. that's the tribal knowledge problem. AI amplifies it. it doesn't eliminate it. unless you capture the knowledge first. at 8090 we built Software Factory around the Knowledge Graph for exactly this reason. Requirements captures business intent in plain english. Blueprints captures architecture decisions. Work Orders and Tests link every artifact forward and backward. nothing lives in a head. everything lives in the graph. EY deployed this across hundreds of consultants. new engineers reach productivity in weeks, not quarters. the context is in the system. tribal knowledge dies. documentation lives. that's not a slogan. it's the architecture. try it: factory.8090.ai/?utm_source=x&…

@madhuridubey @CommissionrGHMC @HYDTP @HUDTP yes please, the apartment name is Babukhan Solitaire, Babukhan lane, Gachibowli.

@Pndl @CommissionrGHMC @HYDTP @CommissionrGHMC please look into the enchroachment next to our apartment gate, it's causing many accidents, vendors are blocking the entire space we can't drive in and out of our apts.

@CommissionrGHMC Road encroachment by vendors causing traffic jams and ambulance blockages creating blind spots for drivers. Babukhan lane next to AIG hospitals gachibowli. Need help permanent elimination as these vendors close when GHMC raids, resumes next day again. @HYDTP

@ycombinator @gustaf @gustaf I have built #quantamine ai that will solve the provide end-to-end solution, not just a tool.

AI-Native Service Companies @gustaf The total spend on services is many times larger than the spend on software, and a lot of those services are already outsourced, which makes them easier to replace with an AI-native product. We're excited about companies that don't sell a tool to help you do the work: they just do the work.

AI has stopped being a feature and started being the foundation. We're excited about a new wave of startups rebuilding software, services, and silicon— and pushing AI into the physical world. ycombinator.com/rfs

@EvanLuthra I am skeptical that AI tool addition to SpaceX will increase its valuation.

🚨A 25 YEAR OLD BUILT THE FASTEST GROWING SOFTWARE COMPANY IN HISTORY.. WITH ZERO MARKETING SPEND.. AND SPACEX JUST OFFERED $60 BILLION TO BUY IT.. His name is Michael Truell.. He started coding at 11.. Interned at Google at 18.. Dropped out of MIT to start a company that built AI tools for mechanical engineering.. That company failed.. So he pivoted.. And built Cursor.. An AI-powered code editor that writes software for you.. Here's how fast it grew.. $100 million in annual revenue in 12 months.. Fastest in SaaS history.. Broke every record ever set by Slack, Zoom, and Wiz.. $500 million by month 21.. $1 billion by November 2025.. $2 billion by February 2026.. Projected to hit $6 billion by end of year.. Zero marketing spend.. Not a single dollar.. Pure word of mouth from developers who couldn't stop talking about it.. Over 1 billion lines of code accepted per day.. Used by 70% of Fortune 1000 companies.. Every single one of Nvidia's 40,000 engineers uses it.. Coinbase hit 100% adoption among their developers.. And he did this with a team of four MIT co-founders.. One of them was a three-time International Math Olympiad competitor from Pakistan.. Another was a college squash captain with zero startup experience who built the entire product strategy.. They spent zero on sales.. Zero on ads.. Zero on growth hacking.. The product sold itself.. But here's where the story takes a turn nobody expected.. Even at $50 billion valuation.. Even generating billions in revenue.. They hit a wall.. Not a market wall.. A physics wall.. They couldn't get enough GPUs to train their next AI model.. The physical chips didn't exist in sufficient quantities for them to buy.. Money couldn't solve the problem.. Enter Elon Musk.. On April 21.. SpaceX announced a deal to potentially acquire Cursor for $60 billion.. The largest acquisition option in tech history.. The structure is insane.. SpaceX gives Cursor immediate access to Colossus.. xAI's supercomputer equivalent to one million Nvidia H100 GPUs.. For nine months of joint development.. At the end.. SpaceX can buy the company for $60 billion.. If they don't buy it.. They owe Cursor a $10 billion breakup fee.. The largest breakup fee in corporate history.. Think about what that means for Cursor.. Either they get acquired for $60 billion.. Or they walk away with $10 billion in cash and nine months of free training on the most powerful supercomputer on earth.. There is no losing scenario.. And here's why Musk wants it.. SpaceX is preparing for an IPO at $1.75 trillion.. The biggest IPO ever.. But aerospace alone can't justify that number.. By merging xAI into SpaceX.. And now acquiring Cursor.. Musk transforms SpaceX from a rocket company into an AI empire that owns the compute, the models, and the developer tools.. Cursor is the missing piece.. The application layer that puts xAI's models into the daily workflow of every Fortune 500 engineering team.. Oh and one more thing.. In 2022.. FTX's trading firm Alameda Research made a seed investment in Cursor.. During the FTX bankruptcy.. Liquidators sold that stake for $200,000.. That stake is now worth approximately $3 billion.. Sam Bankman-Fried called it the worst liquidation decision in venture capital history.. From a prison cell.. A failed mechanical engineering startup.. Pivoted by four kids from MIT.. Zero marketing.. Zero sales team.. Built the fastest growing software company in history.. And now SpaceX is writing a $60 billion check for it.. This is the most insane founder story in Silicon Valley history.. And most people haven't even heard of Michael Truell.

@itsalexvacca I have AI solutions as a service business. #quantamine

how to start a services-as-software business in 2026:

@gabriel_horwitz @paulg Domain expertise is the key, rest follows in this AI age.

@paulg I totally agree. People also don't realize how much the space and average consumer outside of the tech circle dislike ai. Even a lot of my friends like it for work but hate how prevalent it has become and reliant people have become on it. x.com/gabriel_horwit…

The biggest opportunity for would-be startup founders is AI. But the most underpriced opportunity is probably non-AI ideas. So if you have a good non-AI idea, go for it, because everyone else is going to overlook it.

@8090_Factory The maintenance era is ending. The AI‑augmented rewrite era is starting—and we’re already helping teams ship smarter, faster, and cheaper than their last modernization RFP. Happy to swap war stories about legacy vendors. Hit us up. #quantamine

most enterprise software costs more to maintain per year than it cost to build. that's the entire business model of your current vendor. every modernization project in the last decade has one of two outcomes. it goes 2-3x over budget and ships late. or it gets cancelled and the legacy system stays. why? nobody can extract the business logic from the old system. it lives in vendor heads. in stack overflow threads. in a comment from 2014 that says "don't touch this." AI just broke that model. an insurer we worked with replaced an $8M/year legacy vendor with a purpose-built system. $21M saved over four years. the maintenance era is ending. the rewrite era is starting. and it's faster than your CFO's last modernization RFP. reach out to us sales@8090.ai to vent about your current vendor.

@arshanmahmad Founder and CEO of Replit Amjad Masad another name you can add.

The co-founder of YouTube is Muslim. The co-founder of Venmo is Muslim. The co-founder of Cursor is Muslim. None of them built "Muslim apps." They built products used by hundreds of millions of people. But if you asked most VCs to name a Muslim founder in their portfolio, they'd go quiet. Not because they're against it. Because it genuinely never crossed their mind. VCs love talking about "untapped markets" and "overlooked founders." They write whole blog posts about how the best returns come from backing people everyone else ignored. Then they source from the same 10 warm intro networks they've used for a decade and wonder why their portfolio looks the way it does. The founders I work with aren't asking for special treatment. They're running SaaS companies, fintech infrastructure, logistics platforms, AI tools. Normal startups solving normal problems. They just don't happen to be in your group chat. And that's the thing about networks. You don't know what you're not seeing. You just assume your deal flow represents the full picture. It doesn't. Friday is 3,000+ Muslim founders and investors. 24 companies just finished our accelerator Demo Day. 3,700+ angels actively reviewing deals. These are operators and builders who happen to be invisible to most of the ecosystem, not because they're hiding, but because nobody thought to look. If you're a founder, come pitch us. If you're an investor, come see the pipeline you're missing. fridayhq dot co

@Mike_Scully_ This is exactly the ICP for quantamine.ai an AI accelerated data warehouse design and deployment solution, fully human-in-loop. #Salesforce to #Snowflake mart in less than 10 days.

The biggest AI opportunity nobody is talking about? Mid-market companies. $5M to $50M revenue. Too big for cookie-cutter solutions. Too small for enterprise consulting. Drowning in manual workflows. Have the budget. Have zero AI expertise. They know they need to change. They have no idea where to start. That's AI paralysis. And it's everywhere right now. The market is wide open. All it takes is the right offer and a cold email sequence.

@toddsaunders True

Everyone in vertical software is now talking about "vertical AI." I think that framing is obsolete within 6-12 months... maybe even sooner. The underlying premise is right. Domain-specific context makes AI dramatically more useful. A generic model is mediocre at everything, but a domain-tuned model is really good at one thing. But "vertical" implies static categories (HVAC, plumbing, roofing). The real opportunity isn't vertical, I believe It's fractal. Within HVAC, there are sub-verticals like residential service, commercial service, new construction, retrofit, controls, refrigeration. Within residential service, there are micro-verticals like high-end homes, multifamily, tract housing, mobile homes.Each one has its own pricing, its own compliance requirements, its own customer communication patterns, its own definition of success. Vertical AI stops at "HVAC." Fractal AI goes all the way down to "a 3-truck residential HVAC shop in Phoenix that specializes in heat pump conversions for homes built before 1970." The platform that can dynamically adapt to any level of specificity, from industry to sub-vertical to micro-vertical to individual business, takes the entire market.

@snowmaker @snowmaker you need to plan your next in Hyderabad. Thats the next stop for YC.

Sorry for everyone we didn't have room for - next time we'll get a bigger venue!

We had room for 2,000 people at Startup School India. More than 25,000 applied. No Startup School anywhere in the world has ever had this many people apply. Not SF, not NYC, not London. India blew them all away.

@TJTronics @dramaricic exactly, thats the real challenge finding the paying customers. That is the big HOW?

@dramaricic People say "show it to users", but isn't that the actual challenge? Finding actual potential paying users, then actually having them noticing you and your product as being beneficial? Feedback from your Mom is nice, but that's not really getting you far in distribution...

You just finished building your product. Nobody knows it exist. What do you do next?

@rohanpaul_ai @mcuban . We have built Quantamine.ai an AI accelerated data mart design and deployment solution for SMEs who are using Salesforce and Snowflake. Appreciate if you can support this through seed investment.

Mark Cuban on the next job wave. Customized AI integration for small to mid-sized companies. "Software is dead because everything's gonna be customized to your unique utilization. Who's gonna do it for them... And there are 33 mn companies in the US."

@trekedge At the same time when you talk about 'No Browser', it becomes a database.

Software designed for humans may never work well for agents. Salesforce is a bad knowledge graph for the pre-AI era. Now we need a core primitive, not a legacy database.

@TheClubJunto Enterprise complexity still needs IT services at-least for the next few years.

Accenture vs. Indian IT: Who Wins the AI Battle 1. Accenture’s AI Pivot: Betting that AI will be so powerful that it will replace IT services. 2. TCS/Infosys Domain Expertise: Betting that “Enterprise Complexity” will be so high that clients will needs IT services. INSIGHTS: Accenture: IT’s “Kodak Moment” a. Replit: In April 2026, Accenture invested in Replit, a platform that uses agentic “vibe coding” to build enterprise software. Instead of billing a client for 50 junior developers to write code over 6 months, Accenture can license the “Replit” platform to the client to do the same job in days or weeks. b. AI Refinery: Launched in 2025-26, the Refinery is building AI agents that can handle custom, enterprise-grade tasks. They can execute a mortgage application, design a marketing campaign, or manage a warehouse. Different AI agents can “talk” to each other to solve a multi-step problem, like a group of human experts in a room. c. Faculty AI: In March 2026, Accenture acquired Faculty AI for $1 billion. Accenture has a major consulting business (unlike TCS/Infosys). Faculty AI eliminates the human consulting process, and acts like a decision engine. Client does not need to hire expensive consultants to make complex, mission-critical decisions. They simply rent Accenture’s decision engine. Faculty AI acquisition comes with its CEO, Dr. Marc Warner, who has been appointed the Global CTO (Chief Technology Officer) of Accenture. The team includes 400+ “AI-native” specialists, including PhDs in quantum physics. With the CTO appointment of Dr. Warner, Accenture has made its intent clear that it is now led by an AI product architect, and not by service experts. TCS/Infosys: IT is Forever a. TCS – Coastal Cloud: In Jan 2026, TCS spent $700 million to acquire Coastal Cloud. It comes with 400+ specialists with Salesforce certifications. Coastal Cloud has the expertise to “implement” Salesforce’s AI agents for clients. b. Infosys – Stratus/Optimum: In Mar 2026, Infosys spent $560 million on acquiring these two domain specialists in the fields of insurance and healthcare. c. TCS and Infosys are betting that while AI can write code, it cannot understand the nuances of a 50-year-old insurance legacy system or a complex hospital workflow or a US manufacturer’s non-standardized quotation-to-sales process. Their first bet is that Fortune 500 companies won’t trust a “Do-It-Yourself” AI platform or AI agent to handle their mission-critical tasks and data without human backing. Their second bet is that “Enterprise Complexity” will increase faster than AI can simplify it. Companies will want more code and more complex integrations in order to go to the next level of productivity. That will keep TCS and Infosys in business, though along with AI “co-pilots.” Who Wins the Battle? a. If AI platforms and agents become so powerful that a company needs 90% AI and just 10% human workforce to deploy, use, and supervise the solutions, Indian IT sector is in trouble. b. In the 1980s IBM vs. Microsoft war, IBM believed that computing was so inherently complex that companies would always need IBM to manage their hardware and software systems. Microsoft made Windows so simple that even a child could use it. c. SAP and Oracle survived because every company’s HR and Finance functions were so different that you needed an army of experts to implement it. So, the winner is determined by where the complexity eventually lives. ENDPIECE Infosys was founded in 1981. Having spent half a century building the world’s most efficient human supply chain, it is psychologically hard to admit that much of that infrastructure is now a liability. Secondly, in India, failure is a dirty word. If you take risk and fail, you will be judged harshly. On the other hand, if you don’t take risk, and let the company die gradually, you will retire with glory. @arabicatrader

@Benioff @Benioff at the end Agent will give you fast, confident, wrong answers. #quantamine

Welcome Salesforce Headless 360: No Browser Required! Our API is the UI. Entire Salesforce & Agentforce & Slack platforms are now exposed as APIs, MCP, & CLI. All AI agents can access data, workflows, and tasks directly in Slack, Voice, or anywhere else with Salesforce Headless 360. Faster builds, agentic everything. 🚀 #Salesforce #Agentforce #AI venturebeat.com/ai/salesforce-…

@SuGaR_Babbyyy white

Read very carefully..and look closely before you answer...!!