Archive
- Lemkin: 40 to 50 cents per AI resolution
Jason Lemkin says most B2B AI resolutions still cost 40 to 50 cents across 30+ portfolio companies, and the price is not falling. Charge under two dollars and your margins go with it.
- Marc Lou posts $105k October across 16 products
Marc Lou says October brought $105,147 in revenue across 16 streams with zero employees, and one of those streams is a 16-day-old email tool at $2k MRR. Meanwhile France just passed a tax on every gigabyte of internet traffic.
- Marc Lou says TrustMRR did $427k in year one
Marc Lou says a vibe-coded leaderboard turned into $427,610 of revenue at 90% margin in twelve months, and he turned down multi-million acquisition offers. Also today: an official Claude Code extension shipped backdoors.
- levelsio: Hotelist is now his biggest site at 700k visitors
levelsio says Hotelist passed 700,000 visitors a month and now takes bookings through an MCP connector, so an AI agent can book a hotel without touching the site.
- Theo: if your product needs a dashboard, I'll rebuild it
Theo says he would sooner tell Claude to rebuild your product than open your dashboard, and Arvid Kahl says his customers are already asking for the same thing in the API. Meanwhile Tibo reports Bazzly went from $15k to $20k MRR in ten days.
- Marc Lou: 758 startups, revenue slightly declining
Marc Lou ran the numbers on 758 startups above $1,000 MRR and says the median is shrinking, with B2C down 6.2% while B2B sits flat at zero.
- Anthropic's S-1: $16.3B in six months
Anthropic filed to go public and founders read the filing as a scoreboard: 900% net revenue retention, where a good SaaS brags about 120%. Meanwhile levelsio told everyone running software to buy Big AI stock instead.
- MailCheap hits 4-figure MRR in 10 days
Marc Lou says his nine-day-old email tool crossed four figures in monthly recurring revenue in ten days, nine times faster than DataFast. Also: levelsio spent a full day running security audits through Claude Code on every server he owns.
- Marc Lou: DataFast took 8 months to reach $3K MRR
Marc Lou says DataFast needed eight months to clear $3K MRR and has now plateaued around $30K. Arvid Kahl says the fix for slow, painful revenue is a $50 floor.
- MailCheap lands a $149/mo customer at 9 days old
Marc Lou says someone just signed up for one of MailCheap's biggest plans, 500,000 emails a month, with zero sales calls. levelsio, meanwhile, is telling everyone with a VPS to get it off the public internet today.
- Podium says it rebuilt to $150M ARR on AI agents
Eric Rea says Podium threw out a decade-old software business already past $100M in revenue and rebuilt to $150M in AI ARR in 2.5 years. Paul Graham called it founder mode in action.
- Marc Lou answers the MailCheap conversion dunk
Matt McGarry called MailCheap's 23 active customers the worst conversion rate of all time. Marc Lou's answer: DataFast took three months to reach $1k MRR and sits at $30k now.
- ShipFast went from $126k/mo to $2k/mo
Marc Lou posted ShipFast's four year arc and the last line is $2,000 a month. The product that made his name is now the smallest thing he owns.
- Marc Lou says MailCheap hit three-figure MRR in days
Tyler Denk published the several-hundred-item backlog a weekend beehiiv clone would need. Marc Lou shipped his anyway and says it is profitable from day one at 99.2% delivery.
- Marc Lou: MailCheap is at three-figure MRR
Marc Lou says his three-day-old Beehiiv replacement is at three-figure MRR and profitable from day one. Tibo's agent-run YouTube channel broke 1,000 views on a video, and dax says his new DeepSeek rack beats every inference vendor he tested on price/performance.
- levelsio lists every moat he has left, with prices
levelsio says he is scrambling again, this time to chase whatever AI companies cannot absorb: data APIs, an X audience he says pays about $15K a month, a 187,279 person list, merch, hotels and hardware. He also cut his community price from $99 to $1.
- Tibo put a live signup form inside a tweet
Tibo shipped three working web apps that run inside the X timeline and posted the exact setup. Josh Pigford marks three weeks of his SEO service, and someone else did the math on Marc Lou's product line.
- Marc Lou prices MailCheap at $19 vs beehiiv's $109
Marc Lou put a price on the newsletter tool he vibe-coded, and beehiiv's Tyler Denk had already published the several-hundred-item list of what he thinks is missing. Two other founders also swapped SaaS bills for API calls this week.
- Tibo runs 10 agents at once and calls his brain fried
Tibo says he context switches 100 times more than he did five years ago, and that almost every founder he talks to says the same. Meanwhile DHH points at a Rails benchmark where the cheap model costs a tenth of the accurate one.
- Jack Ellis: why pay $15/month for your software?
Jack Ellis asked why anyone would pay $15 a month for software they could plan, build, host and patch themselves. It is the week's "software is dead" argument with a price tag attached.
- levelsio says software is dead, Arvid Kahl says no
levelsio spent the week arguing everyone will build their own personal software on demand. Arvid Kahl answered with his inbound: enterprise prospects asking for multi-year supply contracts, because of agents.
- levelsio: software is dead, 100K users in 2 days
Tibo pulled the data on his own 6,000 tweets and found posts about his kids beat posts about his products, 167 likes to 77. levelsio spent the same day arguing that normal people are already building software without knowing it.
- A three-week-old model raised an $870M Series A
Diogo Almeida says his team launched a model, accidentally served trillions of tokens a day, and watched 29.4% of the Fortune 500 turn up. That was three weeks ago.
- Marc Lou drops Beehiiv for a $300/year stack he prompted
Marc Lou says his newsletter bill was heading to $4,000 a year, so he vibe-coded a replacement on AWS SES and MongoDB for under $300. The per-subscriber pricing model is the thing he is really walking away from.