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Overview
How AI-native companies actually get built and run, from inside one. Every Friday, "This week in AI-native companies" digests what shipped, what got funded, and what it means. In between: essays on how AI changes work, building, and what a company even is.
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This week in AI-native companies #5: Stripe buys the meter
Last week the biggest payments company on the internet decided that metering machine intelligence is payments infrastructure, and paid more than $7 billion to own it. The rest of the week's stories are smaller, and they rhyme: the questions moving to the
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Step 1: Build Everything
Every builder my age inherited the same ironclad rules: work in small batches, keep PRs narrow, merge often. Ship what you're embarrassed by, and increment your way to the answer.It was important discipline, and it kept reviews flowing and work aligned. B
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This week in AI-native companies #4: The coworker layer becomes a contest
By the end of last week, both OpenAI and xAI had products in the always-on AI coworker category. OpenAI's ChatGPT Work arrived in July, xAI launched Grok Bot last week, and Lindy relaunched its own Slack-based AI Teammate around the same time. The worker
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This Week in AI Native Companies #3: The whole-company agent arrives
We're surveying founders of AI-native companies on how they run: token spend, what they trust with agents, headcount, and the stack. Investors: DM me to get your portfolio in - you'll get and early report and a breakout of how your companies compare.Every
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The Judgment Decorator
Andrew Chen wrote something recently that anyone building with agents will recognize: the skills he builds "just end up generating more and more things for me to review. What I want now is actions. More outcomes, fewer copilots." The better his agents get
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There's no test suite for taste
AI agents do real work now. They write code, draft the email, plan the campaign, file the research. And the moment you let them, you inherit a question that used to belong to managers: how do you know the work is any good?Thanks for reading Inside AI Nati
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This Week in AI Native Companies #2: The context layer gets funded
Every week I write this from inside a company that runs on AI agents, about what we're seeing in the field. This week the field put real money and real numbers on the board.For the filmed companion, Matt Nicosia joins me - Head of Data and Ops for GTM at
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Context is the new process
Linear spent years building the issue tracker most product teams regard as a standard for what good software looks like. This year, they began dismantling that product and reimagining the whole question around context. In so doing, they said, more or less
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Our company runs out of a folder
Most of how our company runs now lives in one written-down place, and the longer we operate this way the stranger it seems that we ever ran companies out of people's heads. In a normal week I write a decision down once and stop repeating it in meetings, a
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This week in AI-native companies
A short Friday digest for people building companies with AI in the middle of them: what shipped, what got funded, and what it means, from a founder running his company this way. First edition, so it reaches back a little further than a week.Signal of the
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