Articles by AJ
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A Positive-Sum On-Chain Venture Ecosystem
A Positive-Sum On-Chain Venture Ecosystem
While investing in startups has grown significantly more accessible in recent years with the popularity of AngelList…
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Venture Capital w/ 1000x Software
Venture Capital w/ 1000x Software
We're at the precipice of a transformation of the valuation framework we've been using for venture-backed software for…
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AJ S. shared thisHealthcare clinics spend hours on referrals, intake, documentation, and follow-up before they are even able to actually practice medicine. Insight Health AI, Inc. is automating all of the admin headaches that get in the way of what matters most - serving their patients. With over 3 million conversations across multiple specialties, they're proving the model works where it matters most. Congrats on the $11M Series A!AJ S. shared thisToday is a big day for Insight Health. We are officially announcing $11M in Series A funding led by Standard Capital, with participation from Pear VC, Kindred Ventures, Eudemian Ventures, ElevenLabs, and 43. Healthcare's administrative crisis is enormous. Over $1 trillion in annual overhead, 50%+ staff turnover at many practices, and 80% of physicians reporting that administrative burden contributes to burnout, which negatively impacts patient care. We built Insight Health's voice-first clinical agents so healthcare organizations can operate at the level their patients deserve, and we are seeing first hand that the healthcare organizations that embrace the power of AI to alleviate these challenges will be the ones that thrive and better serve their patients. Insight Health has completed more than 3 million autonomous clinical conversations with patients, and our customers like The Oregon Clinic, Pacific Sports & Spine, Coastal Health, and Santiam Hospital are collectively saving over $50 million in annual administrative costs. I truly believe that 2026 is the year patient-facing AI will take off, and we are proud to be part of that evolution of healthcare. I’m deeply grateful to our investors like Dalton Caldwell, Kanyi Maqubela, Soso Sazesh, Kathleen Estreich, Andrew Parambath MD MBA, Raoul Felix Maier, Abbas Haider Ali, AJ S., Invariantes Fund, Andrea Funsten, Steve Jang, RTP Global, Bo Berluti, Angie Lal, Calvin French-Owen, Chuck Hwang, Peter Reinhardt, Christian Monberg, Neej Gore, Eleanor Dorfman, Kevin Niparko, Tido Carriero, Diede van Lamoen, James Ho, Christie Kong, Rishi Shah, Tejas Manohar, David Russo, DO, MPH, Trey Rigert, my co-founders Eric Stecker, Saran S., Pankaj Gore, MD, and the amazing team we’ve built, and the healthcare organizations building this future alongside us. Read more about our news today in Fortune (link in comments) #AIinHealthcare #DigitalHealth #Fundraise Insight Health AI, Inc.
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AJ S. reposted thisAJ S. reposted thisThere's a hidden tax on every knowledge worker in the world, and nobody talks about it: The design tax. You're a strategist, a sales lead, a marketer. You were hired for what you know. But every meeting, every pitch, every proposal expects you to show up with something that looks like a designer made it. I lived this. Before Gamma, I spent time in consulting and investment banking. I spent more hours formatting slides than the analysis that went into them. When my cofounders and I started Gamma, we asked: what if you never had to be a designer in the first place? Five years and nearly 100 million users later, we've refunded billions of hours of the design tax. Today, we're eliminating it for good with our biggest launch ever. Gamma Imagine — a powerful, AI-native visual creation tool directly in Gamma. Posters, logos, infographics, visuals from a single prompt. On brand, every time. AI-Native Templates. Templates were supposed to save you from design work. Instead you spent the time filling them in. So we completely rebuilt the template experience. Modify a whole deck with a single prompt, with your brand and style intact every time. Gamma Connectors. You're already thinking in ChatGPT and Claude. Now Gamma sits inside the most popular work apps in the world. No more context-switching. You were hired for your ideas, not to resize text boxes. Let Gamma pay the design tax.
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AJ S. reposted thisAJ S. reposted thisVery proud to announce our multi-year partnership with PayPal. The world is changing. Billing is becoming the system of record that drives revenue strategy, and it's moving upstream. It's not an afterthought you implement after payments anymore. Pricing models have become increasingly complex. Not just because of usage-based. Think hybrids, multi-product catalogs, different GTM motions coexisting in the same company: self-serve, enterprise sales, channel partnerships. With AI being embedded in every product, this complexity isn't going anywhere. When the company synonymous with global payments picks you to power their billing infrastructure, it says a lot about where the market is going, and about the product we've built at Lago. This wouldn't have been possible without our relentless commitment in open-source, composability and developer experience, and of course the team's incredible work, especially Jérémy Brian Raffi.
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AJ S. reposted thisAJ S. reposted this“Harvard should start teaching plumbing instead of computer science.” That’s what an investor tweeted after an obscenely high quote for a water heater. So I reached out and said “we’re a couple Harvard guys starting a plumbing company.” He invested. As a homeowner, you look up the cost of hardware, which seems reasonable. And then you’re absolutely floored when you get the real price including installation. You feel like you’re getting fleeced (and you often are). The price of installing a water heater is so high because: 1) there’s a trade shortage, 2) there’s a lot of red tape to jump through even for basic plumbing work, and 3) there’s too much information asymmetry when it comes time to get plumbing work done. You’re smart, but how much time do you have to think about plumbing? At Reservoir we’re going after all three issues. 1) We’re engaging trade schools to build a tech enabled workforce that builds excitement with a new generation (yes, plumbing is cool!). 2) We’re standardizing the home review, install and permit process and digitizing as much as we can to cut time, friction and costs. 3) We’re publishing transparent pricing because we’re not afraid to. We know we're competitive in Boston. Our goal is to be the most reliable, comfortable and affordable way of enjoying hot water. We’re just getting started. Thanks for just “getting it”, AJ S..
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AJ S. reposted thisAJ S. reposted thisToday we're publicly releasing the details behind onepot CORE — an enumerated chemical space of 3.4 billion synthesizable molecules, backed by our automated synthesis platform and AI chemist, Phil. The problem we're solving: The "make" step remains the biggest bottleneck in drug discovery. Existing on-demand synthesis options take 4-5 weeks on average. That's too slow for modern discovery timelines. What we built: onepot CORE combines: → 3.4B compounds across 7 validated reaction classes → ML-based feasibility assessment trained on real experimental data → Fully automated synthesis from route selection through purification → US-based operations — no customs delays The result: Synthesis in as fast as 5 business days. Our partners can now run 5 iterations of compound selection in the time a single cycle used to take. In the paper, we walk through our space construction strategy, share real performance data on timelines and purity, and validate compound quality through NMR confirmation and biological assays. We believe democratizing small molecule synthesis will accelerate discoveries across pharmaceuticals, materials, and beyond. This is just the beginning — more reactions and multistep chemistry coming soon. Links to the blog and the paper are in the comments below.
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AJ S. reposted thisAJ S. reposted thisGowatch (YC W25) is the AI monitoring platform for businesses. Keep track of competitors, customers, investments, and more. Modern businesses lack a full picture of their market, and we provide them with clarity. Gowatch makes it easy to set up AI agents that search and monitor the web for anything important to your business and alert you when it happens. Users are already: 1. Tracking competitors' product launches and changelog updates 2. Monitoring job changes for customers in their CRM 3. Finding acquisition targets in the middle market The founders studied economics and computer science at Harvard and UW-Madison and worked in private equity, GTM at Datasite and Box, and built surveillance systems for the US Government. Congrats on the launch, Charlie Maki, Corey Anderson, and Cameron Hake! https://lnkd.in/gGgY8Age
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AJ S. reposted thisAJ S. reposted thisYour clients and prospects are already talking to AI. Why aren’t they talking to yours? 🤔 That changes today with MyClone - Your knowledge. Your clients. Your AI. Let me tell the quiet part out loud: for consultants, advisors, and coaches, you are the product. Your expertise drives impact, but your time, energy, and availability are limited. Imagine a version of you that: ⚡ Educates prospects while you’re offline ⚡ Generates revenue while you sleep ⚡ Engages with qualified leads while you’re busy Over the past 4 months, we’ve worked with 450+ consultants and coaches, living in their daily chaos. We captured it all in a 2-minute film about Jo, a sales consultant you’ll instantly recognize. Who is ready to use AI to scale themselves? 👇 Comment “clone” below for 1 month of Pro free.
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AJ S. reposted thisAJ S. reposted thisSuper excited to launch FactIQ today! Digging through government data sites is a nightmare. So we built FactIQ to fix it. It’s an AI search engine for the economic data. Ask a question → get instant, objective charts & reports based on official data. We built FactIQ for researchers, journalists, and public policy professionals - people that _really_ care about getting the right information to make decisions that matter. We are starting with US data, and will add China, India, and the EU in the coming weeks. Try it out (it's free!): factiq[dot]com
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AJ S. reposted thisAJ S. reposted thisThe TAM for AI isn’t “software.” It’s all of human labour. The real gold rush in AI today is RL environments + human-data infra where models actually learn to work, not chatbots and app layer "token streams" in your feed. The stakes are very high. Most white-collar automation isn’t a “capability” problem. It’s a verifiability problem. RL is the rocket fuel of this platform shift, and it’s powering companies like Mercor, Surge, Applied Compute, Fleet, Theta & co. We've been obsessed with this space. Sean Cai from Costanoa Ventures and I just published ~5k words (http:// bit.ly/4oJ4zOh) on our definitive view on RL environments + bonus reading on RLaaS in the appendix. Inside: a ton of founder quotes, a map of the RL env/human-data/RLaaS landscape, how teams actually go to market, and the checklist we now use to spot winners (and avoid RL theater). Huge thanks to Jerry Wu (Halluminate), Parth Patel (HUD), Rob Farlow (Plato), and other unnamed founders for sparring with us on this. More on twitter: https://lnkd.in/gqTvRNzm
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AJ S. liked thisAJ S. liked thisHi! Want to build your first app with AI? We’re hosting a free live session where we’ll show you how to find an app idea, build it with AI, and scale it to $1K MRR and more. I will host the stream with George Lampropoulos. The app he built on Rork made $131,863 in just 6 months with ~$1,100 in total spend. We'll walk through whole process of creating an app from scratch: • how to find an app idea • how to design and build it with AI • how to nail onboarding so people pay • how to scale to $1K MRR If you've been wanting to launch something but never knew where to start, this is the moment. 📅 April 7 (Tuesday), 1 pm PST 🌎 100% free and fully online Link to join the stream: https://luma.com/p66dm4s3 See you! Know someone who might find this useful? Share it with them or hit repost - I'd really appreciate it ❤️
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AJ S. liked thisAJ S. liked thisOur New York team showed up in Times Square to see Doppel’s campaign live on the Nasdaq tower! Huge thanks to Nasdaq for featuring us. Watching it in real life was a special moment, and a reminder of the work we’re doing to pioneer AI-native social engineering defense.
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AJ S. liked thisAJ S. liked thisDC is no bellwether. Most of us see Capitol Hill through a screen, but the parts of government that are real – the water department, the permitting office, and the public hearing – that’s where government is felt and where trust is built. And when a resident’s call goes unanswered, that trust erodes. Not just in a department, but in the system itself. So we built something that makes sure those calls get answered. Now tens of thousands a month. Strong local governments are the backbone of our nation, and this is how we’ve chosen to serve the national interest.
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AJ S. liked thisProud to be part of the Massachusetts AI Coalition, which recently announced its Founder Starter Pack connecting founders to resources, networks & more in Boston 💡 🎊AJ S. liked thisToday, the Founder Starter Pack application offered by the Beacon Taskforce is officially live. Here are the specifics on what Beacon founders get in the Founder Starter Pack: 1. Free GPU credits from providers. 2. 6-months of free co-working space surrounded be fellow founders. We will have player options to extend if you crush. 3. Access & intros to founders and operators who've actually scaled billion dollar companies through IPOs and acquisitions. 4. Discounts on technology. 5. Exclusive events with fellow founders, builders, investors, and leaders shaping the AI ecosystem And that's just the starting line. Beacon has tiered benefits — the more you build, the more the ecosystem unlocks for you. We're looking for the most ambitious AI founders in the country who want to build in Massachusetts, and we plan to give them access to fast, flexible capital, free GPUs, free buildings to work out of, and more. College dropout with a demo? PhD spinning out of a lab? Repeat founder going again? First-time builder taking the leap? Researcher who's done publishing and ready to start shipping? We want ALL OF YOU. You can be from here or you can be from anywhere: San Fran, NYC, Austin, Miami, LA, the Middle East, Europe, Asia, Africa, South America, Australia, Antarctica. If you are willing to be in Boston for 6+ months and build, you are able to apply for benefits, and we will have our entire community of the Massachusetts AI Coalition support you. This ecosystem is showing up for founders in a way it never has before. No equity ask. No catch. No strings. Just real support from experienced founders, operators and companies who have been through IPOs, been through billion dollar acquisitions, and founded and scaled companies. Massachusetts has world-class talent, elite research institutions, and deep capital. It's time to bring all of that together. Short application. Link in the comments. Let's go.
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AJ S. liked thisAJ S. liked thisGreat article on our recent AI research report from HOTEL MANAGEMENT Magazine ! We surveyed hoteliers across the globe to see how they’re thinking about AI — and the results point to a major shift for the industry. Worth a read for those following where hotel tech is headed: https://lnkd.in/eSw6Y3NeReport: Hotel AI adoption surges with 82% expanding use in 2026Report: Hotel AI adoption surges with 82% expanding use in 2026
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AJ S. liked thisAJ S. liked this2 years since our YC Demo Day. Feels surreal writing this. Back then, we were just a 2 member team with an idea. A lot of conviction, very little clarity. We had plans. We had a roadmap. We thought we knew what we were building. Reality had other plans. Post YC, we unlearned a lot. Dropped ideas we were convinced about. Spoke to customers. Changed direction. Took bets. Some worked. Many didn’t. But we kept moving. What followed was tremendous growth. - From 0 to 10,000+ customers. - From $0 to $200M+ annual processing. - Team grew 7x. - Volume scaled 100x+. More than numbers, we went from guessing to understanding. From building in isolation to building with customers. The biggest learning? Building a company is less about being right and more about being willing to change. Again and again. You start with an idea. You build. You get it wrong. You listen. You rebuild. That cycle never really stops. Grateful for the team that stayed through the uncertain days. Grateful for customers who trusted us when we were still early. 2 years in. Still feels like Day 1. A lot more to build.
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AJ S. liked thisAJ S. liked thisExciting news at Unit21: Tyler Allen is the new CEO of Unit21. I am transitioning to Founder & Chairman. When we started Unit21, the thesis was simple: Giving tools to operators would fundamentally rewrite the rules of financial crime. Most people thought AML and fraud was a checkbox, not a product category. The industry was stuck in the dark ages of legacy tools. Years later, Unit21 is the infrastructure for the world's leading institutions. We monitor > 1.5B txns a month, power AML and fraud for customers in 90+ countries, and file 5% of all SARs in the US. Tyler was our first hire seven years ago. He has the rare technical DNA and ambition-without-permission required to lead at this scale. Most recently, he architected our pivot to an AI-first strategy, a move that has already seen our AI review 1M+ alerts with 98% accuracy. He doesn’t just understand the game. He actually knows how to change the rules. As Chairman, I'll be focused on our most important strategic partnerships and the next frontier of AI Risk Infrastructure. Building Unit21 has been the defining work of my career so far. I'm excited for the next chapter of Unit21 with us rewriting how the industry thinks about this space with AI. Onward. PS: A callback to our first company trip 6.5 years ago at Zion National Park (Tyler is on the far right). We’ve come a long way from the desert. The best is yet to come.
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AJ S. liked thisWHOOP just filed a lawsuit against us. A $10B company with 800+ employees is scared of us, a 20-person team making health tracking accessible to all. Rather than focusing on product and innovation, Whoop has decided to use its newly raised capital on lawfare. In this video, I share our side of the story, explain why their claims are baseless, and why we believe fighting back is the right thing to do.AJ S. liked thisWhoop filed a lawsuit against us, and this is our response. Over the last 2 years, we've worked tirelessly to make health tracking accessible to all. In this video, we share our side of the story, explain why their claims are baseless, and why we believe fighting back is the right thing to do. We've been preparing and are confident in our defense. This isn't the end for Bevel. We have a major update coming soon, and we're just getting started.
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