Two German kids met at a middle school hackathon. Then they built a 22-ton tunnel boring machine, beat every university engineering team on the planet, and won Elon's Not-a-Boring Competition in Las Vegas.
They were 21 and 23.
Then they pivoted to AI. Raised $15M from General Catalyst at a $100M valuation in September 2025. Six months later, $300M.
The product? An AI assistant that lives inside iMessage. You text it like you'd text a friend. It reads your email, manages your calendar, pays your invoices, rebooks your flights. One conversation thread, one tap.
The insight most people are sleeping on: Poke chose the hardest possible distribution channel and that's why it's working.
Every other AI assistant built a standalone app. Download it, create an account, learn the interface, remember to open it. The activation energy is enormous. Poke skipped all of it. You already open iMessage 80 times a day. The AI just shows up in the same place your group chats live.
6,000 Silicon Valley insiders beta tested it over the summer. 200,000 messages per month. Near-perfect retention. The beta users included people from Dropbox, Google, OpenAI, Anthropic, and Founders Fund.
That retention number is the real signal. AI assistant apps have historically brutal churn. People try them for a week, forget to open the app, and never come back. When the assistant lives in your texting app, there's nothing to forget to open. The habit already exists.
$100M to $300M in six months is a 3x on valuation with presumably very little revenue. Investors are pricing in the distribution insight, not the current financials.
Two kids who figured out how to bore through solid rock figured out how to bore through the App Store's monopoly on user attention. The tunnel was always the metaphor.
Poke is OpenClaw for normies.
First AI product I've seen successfully scale on iMessage.
Closed an unannounced $10M round at $300M from Spark in Q1. Congrats!