My biggest takeaways from @rabois
: 1. The team you build is the company you build. Founders get distracted by markets, customers, and technology. If you have the right people, those problems get easier. If you have the wrong people, none of those things save you. 2. Build your
STARTUPS
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Building the Right Team: The Foundation of Startup Success
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Growth Is the Dominant Factor in Startup Valuation
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Einar: Growth is dominant factor in valuation. DOMINANT FACTOR. If you can fix nothing else, fix this. Me: Conversely, and many founders miss this: you want to sell before you plateau, not after. Einar: In particular, 20% annual growth is a breakpoint.
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Startup Founders Should Wait for $2M ARR Before Selling
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Einar: If you're at $1.7M and growing and want to sell, please *wait until $2M.* Much better competitive landscape for you. Similar discontinuities at $5M and $10M.
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ARR Thresholds Drive Startup Valuation Step-Up at $1-2M
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Einar: ARR impacts valuation. More buyers, not fewer, as ARR increases (up to tens of million in ARR), because less dominant frictional costs to integrate you. There is large step-up in valuation at about $1M to $2M in ARR versus just a few hundred thousand south.
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Advice to VCs: Avoid Technology Dependency in Robotics
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Advice to VCs investing in robotics: when the underlying technology landscape is still changing SO incredibly quickly, avoid making bets that make you path dependent on a specific technology approach. (e.g. Vision Language Action Models vs. @GeneralistAI's System1/System 2 approach). We're still so early and have only seen ~0.1% of the ideas and innovation in this space. Invest in infrastructure & picks and shovels. [Translated from EN to English]
→ View original post on X — @ken_goldberg, 2026-04-13 18:39 UTC
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AI Token Costs Drive Outcome-Based Pricing in SaaS
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In response to a question: Anthony: Given how tokens work (and become COGS), expect more outcome based pricing in SaaS companies. Though, even the AI labs have fixed-price subscriptions for some of their products.
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AI Tooling Will Boost Software Reliability for Small Teams
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Me: I actually expect that software reliablity goes up rather than down over the next 2-3 years as the tooling for this gets just radically better and weirder than anything we've had before. Small teams are going to get BigCo levels of reliability. Not perfect but Really Good.
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AI Will Crater the Cost of SaaS Feature Development
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Anthony: We once considered feature development to be a core part of running a SaaS business. Required both some amount of taste and relatively large time/money due to engineers. Cost of features will *crater.*
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SaaS Founders Strategies for Thriving in the LLM AI Era
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Next up at MicroConf: @aeden of DNSimple (I use them for DNS and love them) on how SaaS founders can thrive in the LLM age of AI-generated apps.
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Amplifying Humans: Thinky Machines Partners Join Mission
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Just like us at @thinkymachines
, @luke_drago_ @LRudL_ care a lot about amplifying humans, not replacing them.
They're joining us to build towards that future!