So I know Cognition doesn’t care about Little Ole’ Me, and this is just my story, so take it with a grain of salt, but here’s why I don’t think all these crazy scaling revenue numbers by coding agents are going to stick: We’ve been happy Devin users for a while. Really like the product, and like the company. Still do! This isn’t shade at Cognition, and I’m not upset with them, just a sample of why I worry about the competitive landscape for these cos. Anyway, our usage grew to >$100k run rate or so. I think one or two of our users even received an email congratulating them for being Top 200 users of Devin. As usage grew, we added more capabilities and needed a BAA (layman’s terms: an agreement that says they are HIPAA compliant). This required an Enterprise contract (why a piece of paper requires extra money is a topic for another discussion, but it’s very normal…) so we started talking to their sales team. Basically, we were going to ~1.5x our spend in order to get the BAA. Honestly, that was fine with us. We like Devin! Our only request was to pay quarterly (already a big concession from our existing monthly payments, given our relatively small size). They declined, unless we committed to EVEN MORE usage. Before responding, I decided to see how difficult it would be to set up Hermes to do the equivalent work as Devin, and to see what the costs were. I’d host it in our infrastructure and only use providers we already have a BAA with. Two days. That’s it. It’s functionally 100% equivalent. Maybe slightly better in some ways, slightly worse in others. We spend a little bit of time futzing with it, but we did that with Devin, too. The cost is roughly 25% of Devin. So, two days for $100k or so per year savings. All because they didn’t want us to pay quarterly. At some point, other companies are going to catch onto this, too. So congrats on this milestone, but keep finding more ways to provide value and keep customers happy. It’s hard to compete.

@crashdev and I have been leading seed rounds into Excel replacement startups since before I went bald and have lost money every single time … until the team at @GetRowZero got it very, very right. We can finally end our watch. Thanks guys for letting us be part of your journey!

I'm gunna put some AI in your ledgers in a big way.

Seattle friends - this is amazing. I cannot think of a group of Seattle business leaders ever coming together to have to just say "for chrissakes Seattle get your crap together" (and cite Bellevue and Southcenter as the examples it can be done). as I look at this, and read this winsome cheerleading piece geekwire.com/2026/opinion-it… all I can think is - I think I can outlast these people who are screwing a great thing up (esp. Mayor, Governor) and get Seattle back to greatness again.

Making the city hostile to employment, see employment decline, then funneling money to politically connected corporations is the most predictable grift.

Bessent’s I-am-the-house resting smug face and the Mad King’s $5k vote-buying ravings will be my lasting memories of this moment.

I love what @jacobcolker is trying to do here and he almost gets there, but misses one key point. Seattle IS great. But it may not be YOUR great. And frankly, if you're someone like me (a libertarian-leaning VC), right now it definitely isn't. And that's okay! People flock to different cities to "find their people". NYC, SF, LA... it's obvious why. But Seattle? It's for quality of life. It truly is. Yes, we have some of the greatest companies in the world here, but it's despite our ethos, not because of it. The rise of MSFT attracted a generation of psychos who prioritized building over everything else. Amazon, and AWS specifically, attracted folks who would rather work on something at global internet scale than go hiking or to their kids soccer game. There's a reason why so many people talked about how "toxic" AWS culture was while others said it was the best place they ever worked by a wide margin.. But that was NEVER Seattle. Those were things that happened DESPITE Seattle. And that's ok! Yeah, prioritizing compassion over a safe park for your kids or extra $$$ for a trip vs. increased taxes to allow you to subsidize services for others may not be your jam, but it IS Seattle's. And that's okay. My take? We do need less imposter syndrome. But that requires self-awareness first. Let's be the best Seattle, not something else.

Thank you @alexatallah @cclark and @louis_g_v for letting Founders’ Co-op and the fndtns.org community follow along with your journey since the seed. Ya’ll are absolute beasts and deserve all of your success. Unfortunately, I will now be forever disappointed in any other investment’s IRR 😂🥇❤️🙏 PS: @seawatts drinks are on you next time

Idea for Democrats: Just nominate candidates who DON'T think they live in "the heart of Empire" and that their mission in life is to destroy Thanksgiving and football and the Fourth of July

a patient verifies their identity once. in a couple clicks, @hubblehealthai assembles their medical records from across their providers for your AI agent to use. we connect into EHRs and HIEs, and leverage browser and voice agents so you don't have to do any work.

The code AI forgot: logcat.ai raises $2.55M to put agents to work on device operating systems geekwire.com/2026/the-code-a…

It's remarkable how this looks like an inverted rents vs. permits chart Places that permit many apartments have lower rents. Places that permit lots of power generation have lower electricity prices Places that fail to permit things have higher both! It's not the data centers!

"There is zero representation from entrepreneurs, the startup ecosystem or anyone building the industries of the future. The mayor of Cleveland remains better plugged into our startup community than any politician in Washington." - not too late to fix @GovBobFerguson, ask @aviel

Yes. Crime and public disorder are the main problem afflicting America's cities. Fix those, and a whole realm of better possibilities opens up.

Not just the AI boom, but the mayorship of Daniel Lurie and the general political victory of the Moderate/GrowSF faction after years of progressive mismanagement.

Trump started a war, lost the war, and paid reparations to Iran.

Love this story -- lessons here for every major city, but especially for western cities currently held captive by SFR politics (Seattle, SF, LA) nytimes.com/2026/06/15/opini…

SF startups don’t win just because of talent and capital density. Startups are sacrifice. They require obsession and a high tolerance for pain. The people most willing to make that trade self-select into SF, the same way serious actors move to Hollywood. That makes the place self-fulfilling. Great companies can be built anywhere. I’m an investor in many in Seattle. But after splitting time between Seattle and SF for several months, I think every serious founder has to ask early on: what am I willing to sacrifice to make this work? Founders who move to SF have already asked and answered that question. That is the true advantage.

Rent control subsidizes demand We need to dramatically increase supply Anyone who tells you otherwise just wants your rent to go up brookings.edu/articles/what-…