John Glasgow, founder of AI-native ERP Campfire, discusses his journey from a Google Sheets MVP to displacing NetSuite. He covers the importance of founder-led sales to $1M ARR, using a narrow feature set as a wedge into the market, and how the rise of AI flipped the script on what constitutes a "safe" enterprise software choice.
Y Combinator Partner Diana Hu explains how to build an AI-native company where AI is the core operating system, not just a tool. She covers how to make a company queryable, the impact on team structures, and why startups have a massive edge in this new paradigm.
Experts from a16z outline three transformative ideas for 2026. Ryan McEntush discusses the rise of the 'electro-industrial stack' and the critical need for the U.S. to build a supportive industrial ecosystem. Angela Strange explains why financial services are at a tipping point, with AI-native platforms set to replace legacy systems, unify data, and create 10x winners. Sarah Wang predicts the emergence of a 'dynamic agent layer' that will overtake traditional systems of record by collapsing the gap between user intent and execution.
Experts from a16z forecast three major AI-driven shifts for 2026. Ryan McEntush discusses the rise of the 'electro-industrial stack' and the need for a U.S. ecosystem to power modern industry. Angela Strange explains how financial services are at a tipping point, with AI-native platforms unifying data to unlock massive efficiency gains. Sarah Wang predicts that a 'dynamic agent layer' will overtake traditional systems of record, fundamentally changing enterprise software by directly translating user intent into action.
Grant Lee, co-founder of Gamma, shares the journey of building a presentation tool to 100 million users and $100M ARR. He discusses the strategy of being 'different, not just better' than incumbents like Microsoft and Google, the importance of starting with a strong product thesis before integrating AI, and the disciplined 'hire painfully slowly' approach that allowed a small team to achieve massive organic growth.
Michael Truell, CEO of Cursor, discusses the company's rapid growth, emphasizing a strategy of deliberate focus on power users over broad democratization. He shares insights into their unique two-day work trials that test for agency, the technical and relational challenges of out-scaling cloud and API providers, and a talent-first approach to M&A, all while navigating a market poised for its next 'iPhone moment'.