Wandered around Manhattan with thousands of people until like 2am last night lol. Never experienced anything like that before. Cops hugging people. Fire trucks flying around with sirens and horns going. Every intersection felt like its own celebration. The best part was getting to share it with my older brother.. he's the reason I love basketball! Two native New Yorkers who have been huge Knicks fans since we were little kids. Still can't believe that really happened.

$100B B2B outcomes always share something in common: they fundamentally transform how companies actually work. And they do so by building something that the previous players couldn't do - even if it's staring right at them. @jeffbyun, @michaelmoore_sf, and Henry Lee are building a company that is a $100B vision. They're transforming companies to become customer centric. This was not possible before. Today, each department of a company needs a piece of software to help it run. And each forms its own source of truth. The software matches the people that signed up for it. We call this Conway's Law: Organizations which design systems are constrained to produce designs which are copies of the communication structures of these organizations. - Melvin Conway, 1967 The result? A customer reports a bug in Slack. A CEO promises a pricing breakdown on a call. A prospect asks the same security question three times. An engineer ships the fix, but nobody tells the customer. A champion is ready to expand, but the blockers are scattered across email, Slack, Linear, and meeting notes. There are dozens of unicorn and decacorn sized companies serving these departments. There's not going to be a single company that comes in and does everything that these specialized teams do...so the non-customer centric org chart persists and gets projected into non-customer centric data/technology stacks. For 50 years, the only real solution has been visibility systems. Ways to see into each silo. Ways to copy the data and warehouse it. Ways to run reports on it. But AI makes execution possible. AI makes it possible for agents to use the systems that are already there. Read 100s of meetings notes. Read the customer support threads. Read the PRs. AND THEN EXECUTE. That's Akkari and they're in this YC batch. Akkari drafts the reply, files the bug, schedules the meeting, opens the PR, sends the customer the update when the fix ships. The job is no longer to read the summary — it's to review the action. Orange Collective is all-in on this team, this product, this problem. See the comment below for our Memo. We've known Jeff and team since their first YC batch 15 years ago. They sold OrderAhead to Square, built BLADE to $1B in monthly trading volume. This is a high power team. Honored to be on their journey.

Maybe the best night of my life?? Lost my voice. My hand hurts from high-fiving. Didn't get home until 3am. The whole city was vibing in a way I’ve never seen. Huge thank you to my amazing partners at @orangecollectv for sending me and my big bro to the game. Still amped! Let's go Knicks!!!

THIS IS 2014 SPURS LEVEL OF BASKETBALL BY THE NEW YORK KNICKS!!!

Sazabi's launch today was exhausting (I spent all day replying to messages and comments) but also exhilarating. I’m so happy to see the outpouring of support for what we're building. My vision sounded bizarre and futuristic a year ago. “What do you mean there are no dashboards?” “What do you mean you only do logs?” “We would never trust an AI to tell us when something goes wrong!” Today it seems inevitable. There are real teams using @sazabi to monitor and debug their apps and infrastructure in a fully autonomous manner. And every time Sazabi detects root-causes a complex issue for one of these teams, I can't help but smile. It’s working. My vision is coming true. After today I'm more energized than ever to bring self-healing software to the world. 😌

Sherwood is one of the most intense founders I've ever met. Here's our deep dive on why we invested in him and @sazabi: orangecollective.vc/memos/sa…

Sazabi is a next-generation observability platform designed for fast-moving, AI-native engineering teams. If you're using Datadog, Sentry, Grafana, or Axiom today, you could be moving ten times faster with @sazabi. Congrats on the launch, @shcallaway! ycombinator.com/launches/QdT…

Growing up I did think everyone was either Irish or Italian or you had to pick a side

long time coming

Vibecoded side project taking off by accident. Good to know I can still shoot the ball. @superset_sh is crazy

YC partner Michael Seibel said it best: “The best feedback you’re gonna get about your product is in the three seconds after you tell them the price.” Nothing reveals real product value faster than asking people to pay ✌️

We raised another $106M at a $2.6B valuation since announcing our last round three weeks ago. Corgi has grown exponentially in the past couple of months, but we're only just getting started transforming one of the largest sectors in the US economy: insurance.

I’m not a religious person but the Knicks got into the finals and the New York City skies parted after days of nonstop rain to a perfect 70 degree day

We just raised $7.5M to build the infrastructure for identity and fraud. The round is backed by @ycombinator, Orange Collective, Rebel Fund, Pioneer Fund, and other incredible VCs and angels. AI is making fraud incredibly cheap to create: fake identities, fake businesses, fake transactions, all generated at internet scale. We believe every app will soon need trust infrastructure the same way apps today rely on payments or cloud hosting. The future of the internet is verified. Didit (@getdidit) is building it.

The last time the Knicks made the Finals I was 13. I’m now 40 years old and make noises when I stand up. That’s how long it’s been.

You can run your company taking lots of breaks, “working” from home, showing up 2/3/4/5, however many days per week you want, it’s your company, not mine. Writing a long ass article attacking people who care and push themselves hard to create good products comes from a place of insecurity dressed up as intellectual rigor. Working hard and caring is ok, actually. Maybe you can be a pro athlete going to the gym 1 day per week, maybe you can be the best military general not marching on weekends. But attacking those that go to the gym 6 or 7 days per week because they care and because xyz athlete never worked out and did great comes from a bad place, and is bad for the industry, bad for progress, and bad for the soul. It’s funny how those that don’t push themselves have an absolutely visceral reaction to those that do - I certainly don’t write long articles against working from home or being slothful. Bill Gates was always in the office, and I think Microsoft is pretty cool.

There’s a VC fund in Europe that just launched with our exact strategy. They’re also investing in YC companies. A friend sent me their deck. Then like 10 more. They actually took our slides. Literally the same slides. Unaltered. And they copied another fund’s slides and changed just a few words. I’m all for competition but this is just a blatant rip off. Then after about 10 seconds of indignation, I moved on. My founders don’t care. My LPs don’t care. Hell, ‘investing in YC companies’ is by definition not unique. I asked around to some founders these jokers invested in to get feedback. Founders said they were totally fine. (I admit, I was bummed to hear that). Oh well, I just moved on. A few weeks later I ran into the other fund whose slides were also copied and asked him what he thought. He said I guess we should be flattered. Conversation lasted 5 seconds. —- One of our companies is getting slammed right now by a very angry competitor. As an investor here’s what I said in our chat room: Whether you respond or not. Defend yourself or not. Counter swing or not. This is Silicon Valley/X distraction. All that matters is paying your workers well and selling great data to your customers. Make sure you stay focused on serving them. — I know this guy is mad. Back when I was a founder, I also met with VCs only to watch them back a competitor. It stung. In the end, these two companies (and like 10 others that are all VERY similar) will help millions of people get paid. Will help improve AI across the globe. As their industry evolves, they will non-stop copy each other and one-up each other. Just like every other industry ever. I for one think it makes everyone better. The opportunity for all of you is so large that you each can build large companies. I genuinely hope you all succeed. And when you do compete, I hope the winner is the one that better serves their customers.