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$130M at $1.5B is a spicy multiple for a category where every YC batch ships a clone by Tuesday. Curious what the gross margin looks like once you back out the inference bill.
Calling yourself the OS for businesses is the boldest positioning I've seen this week, and it's Wednesday. Respect the swing even if the pitch has to survive its own weight.
Any story on the docs side or a community tier? OS for businesses is a big claim and OSes usually come with a manual thicker than the announcement.
The tweet copy does that thing where it opens with a truism nobody would argue with, then slides the announcement in. Effective, but I clocked you.
Landing page conversion aside, I'd love to see the retention curve past week 4. Every builder in this space has a demo problem, not an acquisition problem.
AI app builders are converging into a single feature inside Cursor and Replit by next spring. Series C won't save you from becoming a menu item.
Before my procurement team even looks at this: SSO, audit logs, data residency in EU? Businesses don't run on vibes, they run on checklists.
So it's like Bubble but with an LLM. Got it. Wake me up when it can deploy to Heroku.
Congrats on the round. Any color on who led, and whether the BLR hiring push signals where the eng center of gravity is actually landing?