# ![@dmshirochenko Avatar](https://lunarcrush.com/gi/w:26/cr:twitter::244992876.png) @dmshirochenko Shirochenko Dmitriy

Shirochenko Dmitriy posts on X about ai, core, $googl, acquisition the most. They currently have [-----] followers and [---] posts still getting attention that total [---] engagements in the last [--] hours.

### Engagements: [---] [#](/creator/twitter::244992876/interactions)
![Engagements Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::244992876/c:line/m:interactions.svg)

- [--] Week [-----] +3.50%
- [--] Month [-----] -16%
- [--] Months [------] +25%
- [--] Year [------] +3,770%

### Mentions: [--] [#](/creator/twitter::244992876/posts_active)
![Mentions Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::244992876/c:line/m:posts_active.svg)

- [--] Week [--] +16%
- [--] Month [---] +112%
- [--] Months [---] +673%
- [--] Year [---] +6,770%

### Followers: [-----] [#](/creator/twitter::244992876/followers)
![Followers Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::244992876/c:line/m:followers.svg)

- [--] Week [-----] +0.30%
- [--] Month [-----] +0.76%
- [--] Months [-----] +0.59%
- [--] Year [-----] +4.30%

### CreatorRank: [---------] [#](/creator/twitter::244992876/influencer_rank)
![CreatorRank Line Chart](https://lunarcrush.com/gi/w:600/cr:twitter::244992876/c:line/m:influencer_rank.svg)

### Social Influence

**Social category influence**
[finance](/list/finance)  28.71% [stocks](/list/stocks)  20.79% [technology brands](/list/technology-brands)  18.81% [social networks](/list/social-networks)  7.92% [vc firms](/list/vc-firms)  #481 [countries](/list/countries)  3.96%

**Social topic influence**
[ai](/topic/ai) 23.76%, [core](/topic/core) 8.91%, [$googl](/topic/$googl) 6.93%, [acquisition](/topic/acquisition) 4.95%, [products](/topic/products) 4.95%, [growth](/topic/growth) 4.95%, [breaking](/topic/breaking) 3.96%, [key](/topic/key) 3.96%, [vertical](/topic/vertical) #858, [employees](/topic/employees) #425

**Top accounts mentioned or mentioned by**
[@vorihq](/creator/undefined) [@tryriotdotcom](/creator/undefined) [@ilmakha7](/creator/undefined) [@nsebhastian](/creator/undefined) [@iamhimanshu108](/creator/undefined) [@theedlyft](/creator/undefined) [@metaplane](/creator/undefined) [@armandcognetta](/creator/undefined) [@ommultiverse](/creator/undefined) [@createonwelcome](/creator/undefined) [@releasehub](/creator/undefined) [@buildbuddy](/creator/undefined) [@alloyautomation](/creator/undefined) [@jittervideo](/creator/undefined) [@skypherhq](/creator/undefined) [@calummoore](/creator/undefined) [@thefarmtheory](/creator/undefined) [@urbankisaan](/creator/undefined) [@factoredquality](/creator/undefined) [@princeghosh97](/creator/undefined)

**Top assets mentioned**
[Alphabet Inc Class A (GOOGL)](/topic/$googl) [Spotify Technology (SPOT)](/topic/$spot) [Kroger Co (KR)](/topic/kroger)
### Top Social Posts
Top posts by engagements in the last [--] hours

"Pay Swifter (YC S20 $125K-$150K seed) processed $500K+ GTV in B2C ACH cannabis payments across US multi-location retail clients. Team scaled to 6-9 before Treez acquisition (Nov 2022) which plugged Swifter's payments into Treez's $4B GMV platform. YC pedigree + niche traction signaled clear PMF in a regulated vertical where demand outpaces compliant options. Surprising signal: Cannabis ops execute fast on payments despite compliance hurdles. #Startups"  
[X Link](https://x.com/dmshirochenko/status/2022326123233751422)  2026-02-13T15:04Z [----] followers, [--] engagements


"Is it happening again and #ChatGPT is not working today as well Could someone confirm pls #GPT #GTP4"  
[X Link](https://x.com/dmshirochenko/status/1701956199560732981)  2023-09-13T13:49Z [----] followers, [---] engagements


"@Ilmakha7 hi lets connect"  
[X Link](https://x.com/dmshirochenko/status/1702401266628845643)  2023-09-14T19:17Z [----] followers, [--] engagements


"@nsebhastian lets connect 🔥"  
[X Link](https://x.com/dmshirochenko/status/1707418942833033281)  2023-09-28T15:36Z [----] followers, [--] engagements


"@iamhimanshu108 Let's connect 🔥"  
[X Link](https://x.com/dmshirochenko/status/1712567428570354006)  2023-10-12T20:34Z [----] followers, [--] engagements


"Is #ChatGPT4 working for you fine #ChatGPT #OpenAI"  
[X Link](https://x.com/dmshirochenko/status/1722255441894506843)  2023-11-08T14:11Z [----] followers, [----] engagements


"Dashworks traction signals solid PMF in AI-powered internal knowledge search: - Revenue: $196K (2021) to $289.3K (2023) to $366K (2024) steady YoY climbs. - 100+ customers including Twitch Gusto Plaid Swiggy Podium. - $12.1M raised (Point72 led $9.5M seed YC backer) 11-50 employees pre-exit. - HubSpot acquisition for $25M (April [----] closing Q2) plus 87% automation of customer internal questions and 96% CSAT for Luxury Presence. Takeaway for operators: Niche B2B AI tools can compound to quick enterprise validation and exits on sub-$400K ARR. #AI"  
[X Link](https://x.com/dmshirochenko/status/2014474811683033093)  2026-01-22T23:06Z [----] followers, [--] engagements


"1/n: Breaking down Haven Servicing a platform targeting the $1.8T mortgage servicing market where incumbents underexploit homeowner data. White-labeled digital engagement layer integrates into existing servicer tech stacks. Transforms payment portals into personalized financial hubs. Key capabilities: - Cross-sell HELOCs insurance solar products - Predict prepayment risk from borrower intent signals Serves mortgage servicers (higher MSR yields) subservicers (better retention wins) lenders (recapture refi leads). Founded [----] by Jonathan Chao (CEO Credit Karma) Aditya Acharya (Plaid) Nipun"  
[X Link](https://x.com/dmshirochenko/status/2015077884000375216)  2026-01-24T15:03Z [----] followers, [--] engagements


"Haven Servicing traction signals real momentum in mortgage servicing. - $13.5M raised (incl. $8M Series A Nov [----] led by Fifth Wall; Fidelity National Financial RWT Horizons 1Sharpe Ventures [--] others). - Serves 1.4M+ homeowners via integrations with [--] of top [--] US loan servicers. - 11% high-intent lead gen rate; 11+ personalized offer types; 2x partner recapture lift. Lean team (11-50) executing fast on a high-barrier distribution play. Demand for recapture tools is proving sticky. #AI https://twitter.com/i/web/status/2015078052263277003 https://twitter.com/i/web/status/2015078052263277003"  
[X Link](https://x.com/dmshirochenko/status/2015078052263277003)  2026-01-24T15:03Z [----] followers, [--] engagements


"Breaking down Edlyft (@TheEdlyft) a strategically vital AI play for enterprise talent pipelines at scale. Core product: Software that turns intern manager insights from companies like Google Dropbox LinkedIn and Tinder into personalized interactive training modules. Adds an AI tutor for applied CS concepts. Who it's for: Underrepresented engineering students at HBCUs and HSIs prepping them to be productive on internship Day [--]. Team: Yale and Stanford CS grads former Facebook and Google engineers. Key signal: Big tech's execution pain in rapid onboarding for diversity hires creates clear"  
[X Link](https://x.com/dmshirochenko/status/2015923233212571887)  2026-01-26T23:02Z [----] followers, [--] engagements


"Breaking down Metaplane (@metaplane) the data observability platform Datadog acquired in April [----]. Catches silent data quality issues before they hit ops. Monitors data warehouses (Snowflake BigQuery Databricks) transactional DBs (Postgres MySQL) ETL pipelines and dbt code changes via automated anomaly detection and column-level lineage. For enterprise data teams at Ramp Bose ClickUp Klaviyo GoFundMe Sotheby's and 100+ others. Founded [----] by MIT PhD Kevin Hu ex-HubSpot engineer Peter Casinelli and ex-Appcues developer Guru Mahendran. Operator note: Pipeline failures often go undetected"  
[X Link](https://x.com/dmshirochenko/status/2018822565427397087)  2026-02-03T23:03Z [----] followers, [--] engagements


"Data observability is broken because it starts too late at the warehouse. Real prevention demands moving upstream to transactional databases and code changes like dbt pull requests. Metadata layer holds the signals: query history maps column-level lineage freshness patterns flag pipeline failures distribution shifts catch semantic breaks. Skip raw data scanning. One-size-fits-all monitoring creates noise; train ML models on each customer's historical metadata to match unique seasonality and growth. Market mistake: monitor everything. Unlock comes from selective focus on critical assets via"  
[X Link](https://x.com/dmshirochenko/status/2018823034996437340)  2026-02-03T23:04Z [----] followers, [--] engagements


"Metaplane's moats in data observability explain its Datadog acquisition: competitors face massive rebuilds to match. - Deepest integrations: Only platform linking transactional DBs (Postgres/MySQL) with dbt PRs in GitHub/GitLab to catch regressions pre-merge enabling true data CI/CD. - Compounding ML: Custom anomaly models train on customer metadata for business-specific accuracy that improves over time locking in users. - Snowflake Native App: Runs in-warehouse (no data movement) bills via credits Premier partner status for procurement ease plus 15-min freemium setup driving viral adoption"  
[X Link](https://x.com/dmshirochenko/status/2018823301343170937)  2026-02-03T23:05Z [----] followers, [--] engagements


"Thread: Breaking down General Proximity a strategic play in drugging 'undruggable' proteins that pharma has long written off. What they do: Proprietary OmniTAC platform manipulates protein proximity topology to control function via activation refolding re-localization or degradation. Targets: Oncology cardiometabolic disease neurodegeneration longevity. For: Pharmaceutical companies needing novel therapeutics for intractable targets. Edge: Unlocks mechanisms traditional small molecules or biologics can't touch creating B2B licensing opportunities. CEO: @armandcognetta #Startups"  
[X Link](https://x.com/dmshirochenko/status/2019124686924239300)  2026-02-04T19:03Z [----] followers, [--] engagements


"$19.25M raised (YC W20 $1.75M seed [----] $16.5M Series A 2022) from Insight Partners Moment Ventures YC Eric Ries Borge Hald. 51-100 employees [--] years building. Now working with top [--] global CPGs and household brands; one client alone drops $400M/year on testing. Real results: - Top [--] condiments maker: 8x cost savings 29% reduction in [--] weeks. - Global homecare brand: [--] months faster to market 38% less physical testing. - Plant-based cheese: 98% melt replication in [--] months. Platform delivers 10x faster dev flips R&D from 90% manual to 90% digital. Signals deep demand from CPG giants chasing"  
[X Link](https://x.com/dmshirochenko/status/2019305937845055796)  2026-02-05T07:03Z [----] followers, [--] engagements


"YC W20 alum has pulled $19.5M total funding: $1.75M seed from Moment Ventures $16.5M Series A from Insight Partners plus B37 in Dec [----]. Platform covers 50+ CPG categories for top global brands including a top-4 condiments manufacturer plant-based cheese makers and homecare giants. Case study metrics signal real operator adoption: - 8x cost savings - 29% cost reduction in [--] weeks - 98% melt-rate replication - [--] months faster time to market - 38% less physical testing Jan [----] Luna AI beta and virtual assistant already drawing multiple inbound investment offers. Momentum shows CPG teams"  
[X Link](https://x.com/dmshirochenko/status/2019366486813331587)  2026-02-05T11:04Z [----] followers, [--] engagements


"One More Multiverse (@OMMultiverse) is the browser-based virtual tabletop consolidating everything needed for online RPG sessions: in-game chat character sheets maps notes and digital rulesets. Built for first-time players and veteran Game Masters it stands out with pixel art visuals cinematic effects and built-in streaming. Official support for 5e SRD Blades in the Dark Humblewood and Yazeba's Bed & Breakfast cuts fragmentation pains that plague multi-tool setups. Founded in [----] by MIT Media Lab alumni Thariq Shihipar Hisham Bedri and Sara Alfageeh. #Startups"  
[X Link](https://x.com/dmshirochenko/status/2019607994766377433)  2026-02-06T03:04Z [----] followers, [--] engagements


"Raised $17.5M Series A in April [----] from gaming VCs like Anthos Capital and angels including Kevin Lin Pokimane Nate Mitchell. Launched July [----] with 20-person team from TSM Magic Leap Meta Google Marvel Disney. Hit 7.79K YouTube subs. Announced shutdown May [----] due to financial unsustainability. Pivoted July [----] to Patreon subscriptions now approaching [----] paying patrons. Key signal: Loyal core audience outlasts VC runway in gaming AI. Direct community funding reveals hidden demand that unit economics missed. #AI https://twitter.com/i/web/status/2019608155173347634"  
[X Link](https://x.com/dmshirochenko/status/2019608155173347634)  2026-02-06T03:04Z [----] followers, [---] engagements


"Tabletop RPG market growth isn't capped by hobby demand. Critical Role and the pandemic TTRPG boom prove massive appetite exists. The real bottleneck: gap between aspiration and first-session execution. Most VTTs cater to veterans who know mechanics ignoring newbies overwhelmed by complex tools. Actual opportunity: onboard the huge audience that wants in but can't start easily. Plus streaming actual-play turns VTTs into broadcast studios. Pixel art choice is deliberate: sidesteps uncanny valley in digital characters scales asset creation and opens community contributions photoreal graphics"  
[X Link](https://x.com/dmshirochenko/status/2019608462196453736)  2026-02-06T03:05Z [----] followers, [--] engagements


"OMM's unfair advantages stack into a defensible moat for AI-powered tabletop RPG streaming: - Exclusive partnerships with premium indie publishers (Humblewood Blades in the Dark Yazeba's Bed & Breakfast) drive network effects via content unavailable elsewhere. - Founders' MIT Media Lab expertise in viral communications and spatial tech enables designs optimized for social presence and streaming beyond basic gameplay. - Near-death survival via Patreon pivot created community-funded resilience and loyalty no VC cash can replicate. - 20-person team from Meta Google Disney Marvel on startup"  
[X Link](https://x.com/dmshirochenko/status/2019608627770699969)  2026-02-06T03:06Z [----] followers, [--] engagements


"AI boosts what you build. No solid core It speeds failure. #GenAI #Startups"  
[X Link](https://x.com/dmshirochenko/status/2019969637463527844)  2026-02-07T03:01Z [----] followers, [--] engagements


"Breaking down Welcome (@createonwelcome) a webinar platform for B2B marketers that's bridging live events and AI content repurposing. What it does: Hosts branded webinars with production polish (music videos overlays) then auto-generates short-form social clips from recordings. Who it's for: B2B teams tired of generic tools like Zoom or ON24 that force manual editing post-event burning hours on repurposing. Edge: Production-grade branding plus AI clips create a content flywheel without extra headcount. Founders: John Keh (CEO) Roberto Ortiz Tiger Shen Jerry Shen. #AI"  
[X Link](https://x.com/dmshirochenko/status/2020030615114961091)  2026-02-07T07:03Z [----] followers, [--] engagements


"YC W20 batch raised $12M Series A in November [----] from Kleiner Perkins Kapor Capital and others. Scaled to 50-person team with SOC2 HIPAA and OPS certs signaling enterprise readiness. 5000+ marketers subscribed to newsletter The Drip. Customers include Brex Twilio Stack Overflow Flexport Patreon Dribbble. G2 Leader and Best Support in Mid-Market. Webby award winner. Case study: scaled Community Boost events from [----] to 50000+ registrants. Proves demand for marketing execution at scale. #Startups https://twitter.com/i/web/status/2020030778214699499"  
[X Link](https://x.com/dmshirochenko/status/2020030778214699499)  2026-02-07T07:04Z [----] followers, [--] engagements


"Breaking down Release (@release_hub) infra play for AI-speed dev teams. Release delivers Environments-as-a-Service (EaaS): instant isolated ephemeral envs for every pull request branch or feature. Built for high-velocity engineering at Drata Navan LaunchDarkly Ethos. Directly kills staging bottlenecks that flake tests and slow AI-accelerated cycles. Key add: Release MCP server for conversational env setup/management in AI tools like Cursor IDE. Founders (ex-TrueCar) built from lived staging pain. #AI"  
[X Link](https://x.com/dmshirochenko/status/2020211778601242765)  2026-02-07T19:03Z [----] followers, [--] engagements


"$22.8M raised (Series A $20M Oct [----] CRV-led with Sequoia YC W20 angels like DataDog CPO Amit Agarwal). 20+ named enterprise customers including DebtBook Drata ezCater Navan LaunchDarkly Cortex Ethos Simply Insured SoftLedger. Plus 20M Docker Desktop users reached via Release Share integration. Team at 11-50 numerous open roles "growing like mad" per founders. Ranked 17th in funding among [---] competitors. NVIDIA Inception selectee for GPU AI environments. Signal: Enterprise sales execution in crowded space compounded by dev tool scale. #AI https://twitter.com/i/web/status/2020211945979199630"  
[X Link](https://x.com/dmshirochenko/status/2020211945979199630)  2026-02-07T19:03Z [----] followers, [--] engagements


"Traditional staging environments throttle release velocity for Series B+ companies (25-300 devs): - Non-prod infra eats 27% of cloud spend (16-18% staging alone) idles 28% of time. - Shared staging queues devs: 69% lose 8+ hours/week waiting to test. - Config drift affects 40% of Kubernetes users sparking 'works on my machine' prod failures. Consequence: 40-day cycles multi-day delays from code to prod. Features worth millions sit idle; platform teams burn 20% eng time on toil. AI dev (3-5x faster coding) flips the script: infra now gates velocity not devs. #Startups"  
[X Link](https://x.com/dmshirochenko/status/2020212109112459703)  2026-02-07T19:04Z [----] followers, [--] engagements


"BuildBuddy (@buildbuddy) is tackling the execution pain of Bazel at scale: monorepo teams waste weeks on slow builds without managed remote execution caching and debugging. What they do: Fully managed platform for Bazel's open-source build system (ex-Google). Delivers 10x faster builds/tests via remote infra. Who it's for: Engineering orgs using or migrating to Bazel like Spotify Cisco Asana Benchling Retool Mercari Verkada Tecton Modular Lyft. Edge over self-hosting: No infra ops tax instant visibility into failures. Breakdown of this dev productivity play ahead. #DevTools"  
[X Link](https://x.com/dmshirochenko/status/2020332644098101303)  2026-02-08T03:03Z [----] followers, [--] engagements


"BuildBuddy (YC W20) traction signals enterprise pull in cloud builds: - $3.15M seed (2020) from YC Addition Scribble Village Global - Team at [--] actively hiring engineers - Inaugural Redpoint InfraRed [---] list - 14.7B compute minutes saved (27997 years equivalent) - Logos: Spotify Cisco Asana Benchling Lyft - GitHub: [---] stars [--] contributors (July 2023) Compute savings proxy real usage scale where infra costs bite. Steady execution holds up 3+ years post-seed. #Startups https://twitter.com/i/web/status/2020332806086242390 https://twitter.com/i/web/status/2020332806086242390"  
[X Link](https://x.com/dmshirochenko/status/2020332806086242390)  2026-02-08T03:04Z [----] followers, [--] engagements


"Breaking down Vori (@VoriHQ) an AI play on the $225B independent grocery segment (33% of US sales often stuck on paper processes). VoriOS unifies POS inventory ordering pricing automation supplier coordination payments and analytics into one OS. Built exclusively for independent and regional grocers to match giants like Walmart Kroger and Amazon. Operators note: Digitizing these ops unlocks scale where incumbents overlook the fragmentation. #AI"  
[X Link](https://x.com/dmshirochenko/status/2020514047242785228)  2026-02-08T15:04Z [----] followers, [--] engagements


"Vori (YC W20) hit $2.9M ARR in [----] up 79% YoY from $1.6M in [----]. With a 29-person team and $15.3M raised ($10M Series A led by The Factory Greylock E2JDJ MKT1) they've processed $51M+ in order volume. Key signal: Indie grocers like Mollie Stone's (investor) Berkeley Bowl and Rocky's are hooked cutting replenishment time 80% and reclaiming 20% employee time. TrueCommerce partnership drives 20% of volume via 160k+ suppliers showing network effects kicking in for faster scaling without massive headcount. Momentum implies product-market fit in a fragmented market operators overlook. #AI"  
[X Link](https://x.com/dmshirochenko/status/2020514215161684134)  2026-02-08T15:05Z [----] followers, [--] engagements


"Breaking down Vori (@VoriHQ) a strategically vital OS for independent grocery stores fighting Walmart Kroger and Amazon. Built for brick-and-mortar indies and small chains it integrates POS inventory management pricing automation order management and customer engagement into one stack. The edge: Eliminates the execution pain of piecing together fragmented legacy tools which drains time and cash from operators who can't match giants' custom tech budgets. Founded [----] by Stanford engineers Brandon Hill (CEO) Robert Pinkerton (CTO) Tremaine Kirkman (CPO). #Startups"  
[X Link](https://x.com/dmshirochenko/status/2020574334058709217)  2026-02-08T19:03Z [----] followers, [--] engagements


"Vori traction signals strong PMF with independent grocery retailers a fragmented vertical often overlooked by enterprise SaaS. Key metrics: - $2.9M revenue in [----] (79% YoY growth from $1.6M in 2023) - 600+ customers including Mollie Stone's Markets (9 locations) and Draeger's Market (4 locations) - Flagship outcomes: 20% avg YoY sales growth; The Willows Market +9.7% sales; Big T IGA +53% order count; Talin Market -95% pricing time; Valley Farm Market +22% net sales +20 hours/week saved - Grocers processed $355M+ annualized payments volume in [----] - 29-person team post-VoriOS launch (July"  
[X Link](https://x.com/dmshirochenko/status/2020574496109797876)  2026-02-08T19:04Z [----] followers, [--] engagements


"21000+ independent grocers hold 33% of the $250B US grocery market but operate with manual pencil-and-paper systems or unaffordable legacy tech. They compete against Walmart and Amazon's advanced supply chains facing: - $408B in annual industry food waste - Inflation devouring 1-3% margins - 20%+ of employee time wasted on manual ordering and pricing - Store closures creating food deserts Labor shortages supply disruptions and e-commerce shifts compound the crisis. Without modernization they lose on price efficiency and convenience threatening local food access and economic anchors. Missed"  
[X Link](https://x.com/dmshirochenko/status/2020574669804380490)  2026-02-08T19:05Z [----] followers, [--] engagements


"Breaking down @AlloyAutomation: embedded iPaaS infrastructure that lets B2B SaaS product/eng teams (ISVs) launch user-facing integrations to 200+ apps in commerce CRM ERP accounting and logistics - without in-house engineering overhead. Core products: Alloy Unified API (normalized connections) Alloy Embedded (no-code UI components) Alloy Flow (automation builder). Powers 55% of Amazon's Buy with Prime merchant integrations; customers include Gorgias Postscript Burberry Best Buy. YC W20 (Sara Du Gregg Mojica) SF-based since [----]. Recent pivot: agentic AI connectivity via APIs + Model Context"  
[X Link](https://x.com/dmshirochenko/status/2020695016125891023)  2026-02-09T03:03Z [----] followers, [--] engagements


"Alloy's B2B traction underscores enterprise demand for scalable API integrations. Key signals: - $4.4M ARR (Latka) on $27M raised ($5M seed Bain Cap Ventures $20M Series A a16z Feb 2022) with just 34-35 employees. - Powers 55% of Amazon Buy with Prime merchant integrations; launched 20+ in under [--] weeks. - Handles trillions of API requests across 200+ integrations. - Impacts: Postscript rolls out 1.5x faster PDQ cut build times from [--] weeks to under [--] 60k+ Typeform customers. Expanded beyond commerce to all verticals in June [----] proving broad PMF without massive headcount. Operator note:"  
[X Link](https://x.com/dmshirochenko/status/2020695172066001300)  2026-02-09T03:04Z [----] followers, [--] engagements


"Universal APIs promise standardized integrations but cover only 20-30% of enterprise use cases. They fail on custom fields and end-user configurability creating a cliff: teams start simple then upgrade to embedded iPaaS for the remaining 80%. The real market is deep white-labeled infrastructure that feels native. Contrarian bet from Alloy: AI won't replace iPaaS. LLMs will spawn niche vertical SaaS exploding API needs. iPaaS becomes the limbs letting AI brains act. #AI"  
[X Link](https://x.com/dmshirochenko/status/2020695468997476683)  2026-02-09T03:05Z [----] followers, [--] engagements


"Alloy's moat compounds with every connector added: a dev-first abstraction lets engineers hit bare metal for edge cases while automating 80% of integration drudgery (OAuth redirects API keys). This breadth locks in SaaS companies turning Alloy into the default and starving competitors on coverage. Amazon tie-ups like Buy with Prime drive distribution lock-in funneling merchants straight to their stack. The pivot to Agentic AI connectivity and Model Context Protocol grabs first-mover status in agent infra securing early enterprise design wins before demand explodes. Sara Du's SaaS history"  
[X Link](https://x.com/dmshirochenko/status/2020695622626529521)  2026-02-09T03:05Z [----] followers, [--] engagements


"$1.4M ARR as of Dec [----] (down from $1.7M in June) on a 9-11 person team with 2.5M seed from [----]. Live product processes VAT refunds in [--] hours at scale tapping 91% unmet demand where eligible customers skip claims under legacy systems. Momentum via partnerships: first bank with live integration plus Visa Mastercard HMRC UK Dept for Business and Trade and Accenture FinTech Lab. Dip signals GTM friction in D2C-to-B2B2C pivot or travel seasonality; customer education remains key unlock. Lean execution with real validation in high-friction refunds market. #Startups"  
[X Link](https://x.com/dmshirochenko/status/2021057564142678318)  2026-02-10T03:04Z [----] followers, [--] engagements


"Travelers forfeit billions in unclaimed VAT refunds annually. UK alone: 80% unclaimed. Global market: $116B. Current process kills adoption: collect paper receipts fill lengthy forms queue hours at airport customs mail documents wait weeks. Incumbents (Global Blue Planet Payment) skim 40% fees. Tourists overpay 12-20% on purchases (hundreds to thousands per trip). Banks' missed opportunity: locked out of a service that boosts card usage loyalty and ancillary revenue. Revenir fixes by embedding recovery in banking apps handing economics to FIs. #Fintech"  
[X Link](https://x.com/dmshirochenko/status/2021057739732971673)  2026-02-10T03:04Z [----] followers, [--] engagements


"Prompt engineering offers low returns. Invest in quality data for stronger AI performance. #MLOps #DataScience"  
[X Link](https://x.com/dmshirochenko/status/2021117255367471213)  2026-02-10T07:01Z [----] followers, [--] engagements


"Breaking down Riot (@tryriotdotcom) a strategically vital AI startup securing employee behavior at scale for 1500+ organizations and 1M+ employees including Mistral AI Deel Intercom Modern Treasury and YC companies. Riot's Employee Security Posture Management (ESPM) platform monitors cybersecurity risks in real-time: weak passwords disabled MFA risky privacy settings. It integrates directly with Slack Microsoft Teams and IT stacks then uses an AI coach named Albert to guide employees to fixes. The edge: shifts from reactive IT alerts to proactive behavioral nudges cutting the execution pain"  
[X Link](https://x.com/dmshirochenko/status/2021238392743166106)  2026-02-10T15:02Z [----] followers, [--] engagements


"Thread: Breaking down @tryriotdotcom YC S20-backed ESPM platform for fast-growing companies facing AI-powered phishing and social engineering risks. Riot tracks and improves employee cybersecurity behaviors through AI coach Albert embedded in Slack Teams and Google Chat. Key tools: - Real-time personalized security recommendations - Phishing simulations and training modules - Sonar for permission monitoring - Inbox 24/7 cybersecurity hotline - Breach detection Serves cyber teams and employees at scale: 2M+ protected across 1500+ orgs like Mistral AI Y Combinator Deel Intercom. Surprising"  
[X Link](https://x.com/dmshirochenko/status/2021359274039869593)  2026-02-10T23:03Z [----] followers, [--] engagements


"AI startup protecting workplace employees shows real momentum: - $30M Series B Feb [----] led by Left Lane Capital at $170M valuation (total raised $45M) - Passed $10M ARR in [----] with triple-digit growth - Covers 2M+ employees across 1500+ organizations supports 1M learners - Doubling workforce by [----] with two new offices; targets 10M protected by [----] YC-backed companies and major brands onboard. Demand signal: Startups scale security buys faster than enterprises skipping long pilots. #Startups https://twitter.com/i/web/status/2021359449827361136"  
[X Link](https://x.com/dmshirochenko/status/2021359449827361136)  2026-02-10T23:03Z [----] followers, [--] engagements


"Traditional security training flops because it's enterprise software not consumer products. Employees ignore it. Riot's insight: Real behavior change demands one-to-one personalized teaching at scale (98% more effective than classrooms) pushed through daily tools. The non-obvious bet: Personal cyber hygiene (LinkedIn privacy phone passcodes device security) and corporate defenses are inseparable. Hackers target the full attack surface. Fix: Consumer-grade UX that follows employees everywhere (gamification karma scores animations) over periodic compliance. AI makes personalized"  
[X Link](https://x.com/dmshirochenko/status/2021359773082399153)  2026-02-10T23:04Z [----] followers, [--] engagements


"Riot's moat in employee security posture management compounds across these edges: - Behavioral data network effects: Protecting 2M+ employees yields unique threat intel and training signals making Albert's recommendations sharper for every customer. More protection = smarter AI. - Workflow integrations (Slack Teams Gmail) lock in users with high switching costs once embedded daily. - YC-backed loop: Early adoption by fast-growth startups fuels case studies and segment network effects. - Category creator: Proprietary karma score beats infrastructure-focused CSPM rivals; incumbents chase legacy"  
[X Link](https://x.com/dmshirochenko/status/2021359922831646819)  2026-02-10T23:05Z [----] followers, [--] engagements


"Quick breakdown of Jitter (@jittervideo) a browser-based motion design tool adopted by design teams at Google Spotify TikTok Perplexity Ramp Deliveroo and Webflow. Core offering: Import Figma designs. Animate via preset actions skipping keyframe complexity of traditional video editors. Export as 4K video GIF or Lottie. For operators: Preset actions resolve the execution pain of slow iteration in pro motion workflows enabling faster output without After Effects overhead. #Startups https://twitter.com/i/web/status/2021601010330775606 https://twitter.com/i/web/status/2021601010330775606"  
[X Link](https://x.com/dmshirochenko/status/2021601010330775606)  2026-02-11T15:03Z [----] followers, [--] engagements


"Motion design remains a brutal execution pain for video marketing teams. After Effects runs $23/mo with complex keyframing slow renders and workflow fragmentation across design/animation tools. 86% of businesses now rely on video (up from 61% in 2016) but skipping motion means static content with lower engagement longer sales cycles and weaker conversions on TikTok/Instagram. Teams face stark tradeoffs: $60-90K+ annual specialist hires or janky amateur results. Jitter removes the animator dependency tax. #AI"  
[X Link](https://x.com/dmshirochenko/status/2021601333631963268)  2026-02-11T15:04Z [----] followers, [--] engagements


"Motion design's $98.3B market grows 12.2% annually proving demand. The real constraint: tools built for specialists not the millions of Figma users (13M monthly 40.65% share). Companies hire motion designers when they should upskill existing ones. Jitter's play: "Figma for motion" via direct integration (300K+ plugin users). Non-obvious wedge: Skip replacing After Effects for pros. Target the 10-100x larger Figma base that ignores it entirely. Missed opportunity for others chasing specialist tools. #Startups https://twitter.com/i/web/status/2021601494550585681"  
[X Link](https://x.com/dmshirochenko/status/2021601494550585681)  2026-02-11T15:05Z [----] followers, [--] engagements


"Founders often let AI run unchecked. Delegate code gen but retain decision control. #AI #Startups"  
[X Link](https://x.com/dmshirochenko/status/2021660942052794638)  2026-02-11T19:01Z [----] followers, [--] engagements


"Breaking down Skypher (@Skypher_HQ) an AI automation layer for B2B SaaS security teams. What it does: Ingests internal docs past questionnaires and approved answers to auto-generate responses to hundreds of security review questions. Delivers 96% accuracy with confidence scores slashing response time from weeks to hours. Who it's for: Security teams GRC pros solution engineers and AEs at tech companies selling to enterprises. Key difference: Not a standalone tool. Integrates directly with Salesforce Slack ServiceNow and OneTrust for reactive questionnaire automation or proactive customizable"  
[X Link](https://x.com/dmshirochenko/status/2021721863701844212)  2026-02-11T23:03Z [----] followers, [--] engagements


"$1.3M ARR as of Oct [----] (173% YoY from $470K Dec 2023; $196K Jan 2021). Bootstrapped to profitability after $1M seed (YC W20 Kima Ventures Bpifrance F3A Ventures Agoranov). 10-30 person team with customers like Front Retool MadKudu and Fortune 500s. Testimonial: answered 200+ questions in under [--] hours. Takeaway: Lean execution captures enterprise demand without VC-fueled headcount ramps. #AI https://twitter.com/i/web/status/2021722039308964223 https://twitter.com/i/web/status/2021722039308964223"  
[X Link](https://x.com/dmshirochenko/status/2021722039308964223)  2026-02-11T23:04Z [----] followers, [--] engagements


"Security questionnaires aren't a security problem. They're a knowledge management and workflow mess masquerading as compliance busywork. Institutional knowledge on controls audits and policies scatters across wikis old docs and team members' heads. Sales and security teams waste cycles digging it up vendor after vendor answering the same questions repeatedly. Skypher's contrarian bet: Solve it dually. Reactive automation fills forms fast (table stakes). Proactive trust centers publish customizable pages that preempt 80% of inbound queries upfront. Second-order win: Questionnaire volume drops."  
[X Link](https://x.com/dmshirochenko/status/2021722339004621249)  2026-02-11T23:05Z [----] followers, [--] engagements


"Skypher's moat in AI-powered security questionnaires stems from compounding network effects that create high switching costs and execution barriers for rivals. - Data flywheel: Each completed questionnaire refines the AI's knowledge base for faster more accurate responses while learning customer-specific security postures and approved language. - Integration depth: Embedded in enterprise tools like Slack Teams Salesforce ServiceNow OneTrust and Archer locking in workflows that standalone competitors struggle to penetrate. - Format handling: Manages complex Excel macros conditional logic"  
[X Link](https://x.com/dmshirochenko/status/2021722492520243283)  2026-02-11T23:06Z [----] followers, [--] engagements


"AI coding tools are table stakes. Builders differentiate via domain knowledge and system architecture. #AI #Productivity"  
[X Link](https://x.com/dmshirochenko/status/2021781582051221846)  2026-02-12T03:01Z [----] followers, [--] engagements


"Thread intro: Breakdown of Snapboard (@calummoore) YC W20 no-code platform that targeted a real operator need before shutting down. What it did: Let non-technical users build custom internal dashboards by connecting 50+ services like Shopify Stripe Google Analytics MailChimp Trello and Dropbox. No engineering required. Solo founder Calum Moore launched; company defunct by March [----] team now building Polybase (web3 decentralized database). Tradeoff for operators: Bypassed dev teams for speed but relied on broad integrations that small teams struggle to maintain long-term. #Startups"  
[X Link](https://x.com/dmshirochenko/status/2021842380681318492)  2026-02-12T07:02Z [----] followers, [--] engagements


"Snapboard's early traction signal: At YC Demo Day (March 2020) [----] registered users and [---] WAUs for a 7.7% activation rate. Secured $150K from YC hit "Generating Revenue" stage per PitchBook. Kept a 2-person team through shutdown in March [----]. No scale beyond initial funding highlights execution pain: tiny headcount caps ability to iterate toward PMF at speed. #Startups https://twitter.com/i/web/status/2021842529646252357 https://twitter.com/i/web/status/2021842529646252357"  
[X Link](https://x.com/dmshirochenko/status/2021842529646252357)  2026-02-12T07:03Z [----] followers, [--] engagements


"Non-technical teams at startups and tech companies lose hours daily context-switching between 50+ tools (analytics payments email marketing project management e-commerce) for basic operational tasks. Without dev resources they stay blocked on internal tools or submit tickets that clog engineering queues for weeks. Outcome: operational paralysis. Customer success can't spin up custom client dashboards. Growth teams can't merge Stripe payments with MailChimp data to target behaviors. Employees toggle tabs instead of deciding. This is pure execution pain for ops-heavy early teams. #Startups"  
[X Link](https://x.com/dmshirochenko/status/2021842676027445515)  2026-02-12T07:03Z [----] followers, [--] engagements


"Developers treat complexity as a feature. They'll grind through any platform. Non-technical users They demand "very obvious and easy to use" per Snapboard founder Calum Moore. This exposes a core tradeoff in no-code: most tools were built by devs for devs who tolerate friction. Slapping a GUI on developer workflows misses the point. Snapboard's bet: real unlock is data management as intuitive as consumer apps not just API plumbing. Missed opportunity for operators: UX philosophy must diverge fundamentally for non-devs. #Startups https://twitter.com/i/web/status/2021842823058702498"  
[X Link](https://x.com/dmshirochenko/status/2021842823058702498)  2026-02-12T07:04Z [----] followers, [--] engagements


"Diving into StayQrious Neoschool: A project-based virtual school retooling K-8 education for Indian families tired of rote learning. What it is: Full alternative to traditional schooling for kids 7-12. No lectures. Students tackle real-world projects in 8-member learning pods with [--] hours of active learning per day. Who it's for: Parents prioritizing practical skills over exam prep. Edge: Founded by Aanand Srinivas (ex Head of Content Khan Academy India) Stanford/Cambridge advisors and Cambridge-accredited. Key tradeoff: Trades full-day seat time for focused pod-driven execution that scales"  
[X Link](https://x.com/dmshirochenko/status/2022446391344103633)  2026-02-13T23:02Z [----] followers, [--] engagements


"Traditional schools create massive execution pains for skill-building: - Delay real-world work and life skills for [--] years. - Curriculum updates take 15+ years skipping emerging tech 21st-century skills and practical knowledge. - Large classes block personalized attention for diverse interests capacities and mental wellbeing. - Linear conceptually weak STEM curricula kill early interest and STEM career paths. Graduates emerge without collaboration critical thinking financial literacy or applied knowledge. Natural curiosity vanishes. Founders: this is the inefficiency to automate. #AI"  
[X Link](https://x.com/dmshirochenko/status/2022446702628594023)  2026-02-13T23:04Z [----] followers, [--] engagements


"Traditional education forces 12-15 years of rote memorization via lecture-based methods rooted in tradition over cognitive science. Ignores mental wellbeing. Graduates enter workforce without financial literacy emotional intelligence or AI-era adaptability. Real skills emerge only post-first-job: 18-year delay. Curricula updates take 15+ years. Upper-middle families see the gaps but lack options: international schools unaffordable homeschooling unstructured edtech merely supplements the broken core. StayQrious targets this systemic inefficiency. #AI"  
[X Link](https://x.com/dmshirochenko/status/2022507164519002126)  2026-02-14T03:04Z [----] followers, [--] engagements


"Builders: Add ai.txt to your site to guide LLMs on crawling and recommending your products. #AI #Startups"  
[X Link](https://x.com/dmshirochenko/status/2022808418629702035)  2026-02-14T23:01Z [----] followers, [--] engagements


"Cannabis operators face a federal banking blockade: legal in 24+ states but Schedule [--] status blocks traditional payment processors (Visa/MC prohibit) and bank services (BSA/AML risks). Cash-only reality creates execution pain: - Elevated robbery rates targeting cash-heavy sites. - Scaling stalled by tracking/tax headaches and safety issues. - 20-30% lower average transaction values without digital payments. Cashless ATM hacks got shut down 2021-2023 amplifying urgency for compliant rails. #Startups https://twitter.com/i/web/status/2022326281581257158"  
[X Link](https://x.com/dmshirochenko/status/2022326281581257158)  2026-02-13T15:05Z [----] followers, [--] engagements


"Pay Swifter spotted a compliance arbitrage most cannabis operators missed: ACH (bank-to-bank transfers) works legally for payments even though the industry is federally illegal. Credit cards are banned by Visa/MC networks. ACH sidesteps this via a separate bank-supported framework. With proper due diligence it complies with regs without card network involvement. Result: Direct rails banks already back ditching risky workarounds like cashless ATMs. Founders wrongly assumed all electronic payments were off-limits. Missed opportunity in payments: Prioritize compliant infrastructure over gaming"  
[X Link](https://x.com/dmshirochenko/status/2022326442608980409)  2026-02-13T15:06Z [----] followers, [--] engagements


"Breaking down @thefarmtheory a Bengaluru-based B2B agri-tech startup building a direct farm-to-fork channel for commercial kitchens. What they do: Source "freeform" produce (irregularly shaped or sized nutritious fruits/veggies) straight from farmers skipping traditional grading intermediaries that reject 20-40% of output for cosmetics alone. Who it's for: Restaurants cloud kitchens catering companies and food processors needing reliable volume without inflated costs. Edge: Transparent pricing boosts farmer incomes by 20-30% while slashing food waste at the source turning a massive supply"  
[X Link](https://x.com/dmshirochenko/status/2022869322507452622)  2026-02-15T03:03Z [----] followers, [--] engagements


"$5.5M revenue in [----] (up from $1.7M in [----] 115% YOY growth) on a lean 27-person team. Operational scale: [----] partner farmers and [----] commercial kitchen customers since [----] founding. YC W20 batch $1.96M total raised ($1.45M seed from Merak Ventures in Feb 2024) strong unit economics in B2B plus M&A offer in April [----]. Takeaway: Rare capital efficiency and demand signal in a hardware-adjacent vertical where execution trumps big funding. #AI https://twitter.com/i/web/status/2022869472621564391 https://twitter.com/i/web/status/2022869472621564391"  
[X Link](https://x.com/dmshirochenko/status/2022869472621564391)  2026-02-15T03:04Z [----] followers, [--] engagements


"Swifter's moat in cannabis payments stems from founder Sowmya Rao's securitization law expertise at Clifford Chance plus consulting for India's Finance Ministry Google and Uber. This enabled truly compliant ACH structures not brittle workarounds in a high-stakes regulated space. YC backing added trust in a stigmatized vertical. Technical edge compounds via API integrations with dispensaries/MSOs creating lock-in and switching costs. Treez acquisition locks it in: Swifter powers the category leader's $4B GMV platform serving 5M consumers becoming the default. Rivals must replicate compliance"  
[X Link](https://x.com/dmshirochenko/status/2022326593725628692)  2026-02-13T15:06Z [----] followers, [--] engagements


"StayQrious's unfair advantage stacks founder-market fit with operational moats that compound. Founder Aanand Srinivas brings rare pedagogy expertise from scaling curricula at Khan Academy and BYJU'S. The project-based curriculum refines via cohort learnings; coaches build hard-to-replicate institutional knowledge. Pivot from 100k+ after-school students yields a massive warm lead pool of trusting families and vocal parent advocates. Cambridge accreditation adds regulatory credibility competitors take years to match. Capital-efficient model (8:1 coach-to-student 4-hour days) minimizes physical"  
[X Link](https://x.com/dmshirochenko/status/2022507458392986005)  2026-02-14T03:05Z [----] followers, [--] engagements


"AI agents flop at long chats because their memories are noisy data dumps. O-Mem flips this by dynamically profiling you like a human friend: core traits chat topics standout moments. Consistent personalization at 1/20th the tokens and 1/5th the latency. Link in next tweet"  
[X Link](https://x.com/dmshirochenko/status/2022627127032484015)  2026-02-14T11:01Z [----] followers, [--] engagements


"Arxiv article link below 👇 : https://arxiv.org/html/2511.13593v1 https://arxiv.org/html/2511.13593v1"  
[X Link](https://x.com/dmshirochenko/status/2022627170221269273)  2026-02-14T11:01Z [----] followers, [--] engagements


"Breaking down UrbanKisaan (@UrbanKisaan) a YC W20 alum building climate-resilient ag tech that's live across [--] countries. They combine vertical hydroponic farming (GrowRush modular farms for pesticide-free indoor produce) AI-powered seed development (GeneRush) and precision software intelligence + GeoAI satellite monitoring). Targets urban consumers for fresh produce farmers/seed companies for resilient tools governments/food firms for food security. Edge: Full-stack hardware-software integration sidesteps single-point failures in traditional farming amid climate shifts. #AgTech"  
[X Link](https://x.com/dmshirochenko/status/2022688174909088240)  2026-02-14T15:03Z [----] followers, [--] engagements


"CropX (YC-backed agritech) flipped to profitability in FY24 with Rs 2.29cr ($270K) net profit after Rs 14.44cr loss prior year on 28% revenue growth to Rs 18.79cr ($2.2M). Key signals: - $30M public-private partnership in Bahamas: [--] acres hydroponic farms via Ministry of Ag deal. - Ops in [--] countries 51-100 employees filed [--] proprietary crop lines (15+ developing) 100+ varieties produced. - $7-9M raised from YC BASF VC others; Forbes [--] Under [--] nod; Oman expansion. Surprising demand: Governments betting big on proprietary hydro IP for food security proving scalable unit economics in"  
[X Link](https://x.com/dmshirochenko/status/2022688322586320949)  2026-02-14T15:04Z [----] followers, [--] engagements


"**Unfair advantage unpacked: Full-stack IP moat in hydroponic ag.** After 7+ years proprietary genetics for 100+ crop varieties optimized for hydro (7 lines filed 15+ in development) create a data/breeding edge competitors cannot replicate fast. GeneRush AI platform compounds gains by continuously iterating seeds bypassing traditional 7-10 year cycles. Integrated stack locks in farmers: their seeds pair best with proprietary hardware/software. India base delivers 1/10th CAPEX vs. Western rivals targeting massive emerging demand. YC network + BASF VC add distribution/credibility. Key operator"  
[X Link](https://x.com/dmshirochenko/status/2022688779346079789)  2026-02-14T15:05Z [----] followers, [--] engagements


"AI agents build features fast. Bottleneck: steering them with deep systems and DB expertise. #AIAgents #Productivity"  
[X Link](https://x.com/dmshirochenko/status/2022929194863243485)  2026-02-15T07:01Z [----] followers, [--] engagements


"Diving into Factored Quality (@factoredquality) the YC W20 platform Pietra acquired in Dec [----] after proving product-market fit in overseas manufacturing QC. It connects DTC and ecommerce brands (Brooklinen Dr. Squatch The Honest Company etc.) in consumer electronics durables footwear and apparel with global inspectors for booking workflows and real-time supplier/product quality analytics across 30+ countries. Core edge: Digitizes a fragmented manual process that operators dread when scaling Asia supply chains cutting compliance risks and defects without building in-house networks. Founder:"  
[X Link](https://x.com/dmshirochenko/status/2011152226752884803)  2026-01-13T19:03Z [----] followers, [--] engagements


"(@flydotio) YC W20: A global app hosting platform that runs Docker containers close to users across 18+ regions for sub-100ms latency. Built on Fly Machines (Firecracker microVMs) it lets devs deploy full-stack apps in frameworks like Rails Phoenix NextJS Django or Laravel. Targets devs who want Heroku simplicity without losing control or forcing multi-region hacks/CDNs. Tradeoff solved: edge perf without infra complexity. Founders: Kurt Mackey (CEO) Thomas Ptacek (security legend Matasano co-founder) Jerome Gravel-Niquet Michael Dwan. #Startups http://Fly.io http://Fly.io"  
[X Link](https://x.com/dmshirochenko/status/2017373223164264598)  2026-01-30T23:03Z [----] followers, [--] engagements


"AI startup in oncology: $16M raised ($8M oversubscribed seed Felicis-led [----] post-YC pre-seed). Non-dilutive grants from ARPA-H/NIH NCI. Daiichi Sankyo multi-target collab. Five pharma Golden Tickets (AbbVie Servier Astellas Ono BMS) for lab access/mentorship. J&J JLabs member. [--] employees; team drove 200+ clinical programs [--] FDA approvals previously. Stealth since 2019; CEO cites years of struggle multiple near runouts before this validation cluster. Momentum read: Pharma demand signals explode post-derisk rewarding grind over early signals. Operators note the execution pain tradeoff in"  
[X Link](https://x.com/dmshirochenko/status/2019124880680112307)  2026-02-04T19:04Z [----] followers, [--] engagements


"General Proximity's strategic pivot: Biology is governed by molecular proximity not just direct binding. Most drug discovery chases active-site binders. Reality: 80% of proteins lack druggable pockets but function via proximity-dependent regulation (chaperones adaptors post-translational mods). Their mental model reframes cells as "containers holding components together to drive reactions." Therapeutics win by recapitulating or disrupting these natural events. Missed opportunity for bio operators: Unlock the full 'effectome' by asking "what can I bring together or pull apart" instead of "what"  
[X Link](https://x.com/dmshirochenko/status/2019125203263987977)  2026-02-04T19:05Z [----] followers, [--] engagements


"OmniTAC's core moat is a generalized proximity discovery engine that picks optimal biology (activate refold relocalize or degrade targets) unlike PROTAC-only competitors like Arvinas Kymera and C4 Therapeutics constrained by degradation tools and E3 ligase limits. Execution edges compound: - [--] years stealth R&D built proprietary effectome datasets; each target mapped sharpens predictive models for future pairs. - Team delivered 200+ clinical programs and [--] FDA approvals slashing IND timelines. - Early flywheel: Daiichi Sankyo partnership plus Golden Tickets from [--] major pharmas unlocks"  
[X Link](https://x.com/dmshirochenko/status/2019125375083725084)  2026-02-04T19:06Z [----] followers, [--] engagements


"Breaking down Candid Health (@candid_health) YC W20 alum automating revenue cycle management for healthcare providers. What they do: Platform handles medical billing and claims submission via rules engine + API infra targeting first-pass accuracy across 1000+ U.S. payers. Who it's for: Telehealth (Talkiatry Tia) virtual care (Allara Nourish) physician groups hospitals. Edge: Cuts manual rework and denials that kill cash flow - founded by ex-Palantir duo Nick Perry (CEO) and Doug Proctor (COO). Healthcare ops tradeoff: Speed vs. accuracy in claims; they prioritize the latter to unlock"  
[X Link](https://x.com/dmshirochenko/status/2020936664030363660)  2026-02-09T19:03Z [----] followers, [--] engagements


"Company is executing at scale in AI-driven revenue cycle management. Key traction signals: - Revenue up 250% to $13.5M in [----] (from $8.3M in 2023) - $99.5M total raised: $52.5M Series C (Feb [----] Oak HC/FT) and $29M Series B (Aug [----] 8VC) in just [--] months - Team scaled from [--] (2022) to 130+ (2025) - 650k+ monthly claims processed in [----] (3x YoY volume 5x charges); expanded from telehealth startups to enterprise MSOs - 87% payer net collection rate 85% touchless claims - Awards: MedTech Breakthrough Best RCM Solution [----] Fierce Healthcare Innovation Award Financial Solutions 2025; New"  
[X Link](https://x.com/dmshirochenko/status/2020936827234894147)  2026-02-09T19:04Z [----] followers, [--] engagements


"Breaking down @FellaHealth a strategically smart AI play in telehealth for men's obesity. Core offering: 12-month program with FDA-approved GLP-1 meds (Semaglutide Tirzepatide) personalized coaching lab work and board-certified obesity doctors. Target: Busy middle-aged men (40+) seeking mechanic-style health mechanics over aesthetic-focused weight loss apps. Edge: Runs Aios Medical's ClinicOS an AI-powered clinical operating system that equips brand partners to deliver direct-to-patient care at scale sidestepping clinic ops pain. Missed opportunity for operators: Vertical-specific AI OS"  
[X Link](https://x.com/dmshirochenko/status/2021540585279000769)  2026-02-11T11:03Z [----] followers, [--] engagements


"Fella (YC W20) hit $100M+ ARR with 50k+ customers and a 100-person team. Key traction signals: - 1000x growth since Aug [----] launch - 200x since Aug [----] - 40x since Aug [----] Cashflow positive since June [----] on just $225k seed funding. That's extreme capital efficiency proving product-market fit in consumer health without heavy VC burn. Operators note: [---] rating 10% avg body weight loss after [--] months signals sticky demand most teams chase for years. #AI https://twitter.com/i/web/status/2021540741130916135 https://twitter.com/i/web/status/2021540741130916135"  
[X Link](https://x.com/dmshirochenko/status/2021540741130916135)  2026-02-11T11:04Z [----] followers, [--] engagements


"Breaking down PostEra (@PostEra_AI) a YC W20 AI startup applying medicinal chemistry to cut drug discovery timelines. PostEra's Proton platform uses ML to predict molecular properties and synthetic accessibility optimizing candidates for both design and manufacturability. This dual focus avoids the common execution pain where AI-designed molecules fail at scale-up synthesis. Serves biopharma partners like Pfizer Amgen NIH plus building its own pipeline in women's health (PCOS fertility). Founders: Aaron Morris (CEO) Alpha Lee (CSO Cambridge/Oxford mathematician-chemist) Matthew Robinson"  
[X Link](https://x.com/dmshirochenko/status/2021963535178211768)  2026-02-12T15:04Z [----] followers, [--] engagements


"Generate Biotech has pulled in $26M funding ($24M Series A Jan 2022) from YC Breyer Capital HOF Capital I2BF The Clermont and NIH as lead. Traction stacks up across partnerships exceeding $1B: $260M Pfizer AI Lab (2022 expanded to $350M ADC in [----] $610M extension Jan 2025) multi-year Amgen deal for five small-molecule programs (2023) $500M+ NIH grants for antivirals. Revenue at $7.1M-$8.4M annually (2023 est.) [--] employees revenue-generating since Apr [----]. Minicorn status Series B inbound pipeline to human trials [----]. Validation from leading COVID Moonshot: [---] scientists [--] orgs 25"  
[X Link](https://x.com/dmshirochenko/status/2021963697418076348)  2026-02-12T15:04Z [----] followers, [--] engagements


"AI agents handle coding effectively. System design expertise is the true bottleneck. #AIAgents #Productivity"  
[X Link](https://x.com/dmshirochenko/status/2022143976321462719)  2026-02-13T03:01Z [----] followers, [--] engagements


"Urban blue-collar workers have stronger social capital than rural counterparts but traditional credit scoring misses it entirely. Factory workers delivery fleets and security guard networks create tight professional clusters with daily interactions and high reputational stakes. Microfinance thrives in rural India but stalls at 20-26% urban penetration: it has not digitized or leveraged these workplace networks. Core insight: these workers enforce repayment better than any collection agency. Defaults risk colleagues' access to credit and damage group reputation. Missed opportunity for"  
[X Link](https://x.com/dmshirochenko/status/2022205375068434763)  2026-02-13T07:05Z [----] followers, [--] engagements


"Kosh's unfair advantage in lending: Network effects compound via group liability. Each borrower recruits 2-9 colleagues to form groups driving viral acquisition at near-zero CAC and creating pre-vetted credit clusters. Repayments unlock larger limits fueling more recruits and turning customers into distribution. This builds a data moat on social networks and repayment patterns that rivals can't replicate without hitting critical mass first. Banks fail here: they lack bottom-up trust in worker communities. Joint liability enforces accountability via peer pressure not just scores. Missed"  
[X Link](https://x.com/dmshirochenko/status/2022205537517961470)  2026-02-13T07:05Z [----] followers, [--] engagements


"Breaking down Swifter (@payswifter) a YC W20 play that cracked payments for US cannabis operators before its acquisition. What they built: ACH payment processing APIs letting dispensaries MSOs and cannabis marketplaces accept digital bank-to-bank payments. Differentiation: Stripe for cannabis solving federal banking restrictions that force most ops into cash-only or high-fee workarounds. Founded [----] by Sowmya Rao. Acquired by Treez (leading cannabis commerce platform) in Nov [----]. Key operator signal: Regulated verticals like cannabis demand specialized rails; Swifter proved product-market"  
[X Link](https://x.com/dmshirochenko/status/2022325963460128983)  2026-02-13T15:04Z [----] followers, [--] engagements


"YC-backed edtech startup traction: - $2.12M seed from Y Combinator (W20) LearnStart Draper Associates First Principles Waveform Ventures. - Team grew 59% YoY to [--] employees (July 2025). - $676K revenue (March 2024). - [---] rating on 600+ Google reviews. - Ranked #2 of [--] competitors (Tracxn). - Named top India online school 2025-26; won Excellence in Innovation award (Times Now 2024). Surprising demand signal: High-volume reviews/rankings validate PMF in crowded market even without public enrollment data. Operators see execution scaling team ahead of rev ramp. #Startups"  
[X Link](https://x.com/dmshirochenko/status/2022446550471905670)  2026-02-13T23:03Z [----] followers, [--] engagements


"Breaking down StayQrious: a Cambridge-accredited virtual school that's pivoted to fully replace traditional K-8 education in India. What it does: 100% project-based learning for ages 7-12 in 8-student pods with dedicated coaches (not lecturers) for [--] hours daily. Curriculum hits real-world skills like emotional intelligence financial literacy and creative problem-solving through collaborative projects with no single right answer. Who it's for: Families in Indian metros and Tier-1 cities seeking alternatives to rote memorization. How it's different: Pivoted late [----] from after-school coding"  
[X Link](https://x.com/anyuser/status/2022506853716861409)  2026-02-14T03:03Z [----] followers, [--] engagements


"StayQrious traction post-pivot to full-school model (late 2023): $676K revenue (Mar 2024) [--] employees (59% YoY growth to Jul 2025) [--] enrollments in first cohorts at [--] NPS. Named Most Innovative School [----] by Times Now. Previously scaled after-school coding to 100k+ students/100+ coaches; now intentionally constraining enrollment to refine product before scaling. Key signal: parents are vocal advocates with full-school retention and word-of-mouth stronger than prior model. Operator note: Pivot trades volume for quality but metrics confirm demand upgrade over scattershot growth. #Startups"  
[X Link](https://x.com/dmshirochenko/status/2022507011187917146)  2026-02-14T03:03Z [----] followers, [--] engagements


"Most edtech builds supplements around immovable traditional schools (tutoring test prep after-school coding). StayQrious's non-obvious insight: Affluent Indian families will ditch schools entirely for a credible accredited alternative especially post-pandemic. Evidence from their pivot: After 100k+ users on a [--] hrs/week after-school product parents demanded the full [--] hrs/week "school" experience via project-based learning. Founder impact claim: order of magnitude higher. This flips the market from enrichment (smaller $40/month) to replacement (10x pricing at $2500/year). Global signal: As"  
[X Link](https://x.com/anyuser/status/2022507308131991905)  2026-02-14T03:04Z [----] followers, [--] engagements


"AI erases the coding bottleneck. Solo builders now scale products to millions fast. Product taste sets the real limit. #AI #Startups"  
[X Link](https://x.com/dmshirochenko/status/2022566727058436161)  2026-02-14T07:00Z [----] followers, [--] engagements


"30%+ of global population in water-stressed regions (94 countries critical) faces food insecurity. Indian agriculture grapples with drought cycles drying rivers and 95% water waste in traditional methods. Urban buyers want pesticide-free local produce but long supply chains cause 40%+ spoilage. Farmers endure low yields and income volatility from climate shifts; seed development lags at 7-10 years. 75+ indoor farming startups failed due to brutal CAPEX and OPEX economics. Without fixes: rising food imports farmer poverty ecosystem damage and failure to feed growing populations. #AI"  
[X Link](https://x.com/dmshirochenko/status/2022688470754263539)  2026-02-14T15:04Z [----] followers, [--] engagements


"Vertical integration is the real breakthrough in controlled environment agriculture (CEA) not just stacking crops indoors. 75+ ventures died as glorified real estate plays using off-the-shelf tech crushed by unit economics. UrbanKisaan owns the full stack for price-sensitive emerging markets: proprietary hydroponic seeds via GeneRush (8 years development to 2) custom hardware at 1/10th global CAPEX average and for farm intelligence. This shifts them from farm operator to agricultural infrastructure supplier for thousands of sites. #AgTech http://FarmOS.ai http://FarmOS.ai"  
[X Link](https://x.com/dmshirochenko/status/2022688629840138641)  2026-02-14T15:05Z [----] followers, [--] engagements


"AI is rewriting search. If models don't cite your business directly you're becoming invisible to a new wave of potential customers. #GenAI #Startups"  
[X Link](https://x.com/dmshirochenko/status/2022747992902509031)  2026-02-14T19:01Z [----] followers, [--] engagements


"Commercial buyers (restaurants cloud kitchens food processors) prioritize produce taste nutrition and price. Aesthetics do not matter. The supply chain however optimizes for retail consumer visual preferences. This mismatch creates arbitrage: freeform produce delivers identical utility at lower cost but traditional grading blocks efficient B2B-farmer matching. Core insight: Bypass retail psychology with a dedicated utility-focused supply chain. Converts a 40% waste stream into margins for farmers and kitchens. Missed opportunity staring operators in the face. #Startups"  
[X Link](https://x.com/dmshirochenko/status/2022869772925390872)  2026-02-15T03:05Z [----] followers, [--] engagements


"Farmtheory's moat in India's ugly produce market starts with first-mover narrative control: rebranded as "freeform produce" to kill stigma and create a positive category before rivals. Ditched A/B/C grading lingo for cultural lock-in that's tough to copy. Compounding edges: - [----] direct farmer relationships build supply-side trust that takes years of execution pain to match. - YC W20 backing delivers instant credibility and networks in a skeptical ag sector. - Real-time tech platform ties farmers to kitchens baking in switching costs on both ends. - Timed entry as cloud/dark kitchens explode"  
[X Link](https://x.com/dmshirochenko/status/2022869919289823719)  2026-02-15T03:05Z [----] followers, [--] engagements


"Large language models have unlocked truly flexible text summarization: swap a prompt and they distill news feeds patient records or earnings calls with human-like coherence no retraining required. This slashes daily info overload for pros everywhere. Survey link next"  
[X Link](https://x.com/dmshirochenko/status/2022989523332850126)  2026-02-15T11:01Z [----] followers, [--] engagements


"Arxiv article link below 👇 : https://arxiv.org/html/2403.02901v2 https://arxiv.org/html/2403.02901v2"  
[X Link](https://x.com/dmshirochenko/status/2022989566500602251)  2026-02-15T11:01Z [----] followers, [--] engagements

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