
CEO and Cofounder of @Scratchpad. Previously at @PersistIQ (YC S14). Grateful to be here.
Bay Area
Joined May 2008
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- Followers1.1K
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Migrating from legacy systems is becoming faster and easier with AI. Observability is a great example with what Oodle.ai is doing.
Datadog Detox Week - Day 4
Live demo: Datadog → Oodle migration in action
At Oodle, we believe in show, not tell.
@real_akhilesh_k walks through migrating a real application, end to end.
Ingestion → Migration → Verification → Cutover.
The most important part? Verifying everything works before making the switch.
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We've been happy customers of @hexanalytics for years. Well-designed product that keeps getting better, and the new direction is exciting. Congrats to @barrald and the Hex team!
In May, we had just closed our best quarter ever – and of course decided to re-build @hexanalytics from scratch.
Today we're announcing two things: Hex 4.0, the first analytics platform truly built for agents; and a $100m fundraise at a $1.2B valuation, led by @peakxvpartners
The world is changing fast, and we're not slowing down! Read more here:
hex.tech/blog/hex-new-era/
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Getting a team using AI in single-player mode is mostly easy now. And products like @bot are making a huge difference. Making agents multi-player, doing meaningful customer work for the whole team, is the hard part.
Why and how to close the gap, in The Signal w/ @brendanjshort: thesignal.club/operationaliz…
Replying to @rahulvohra
@rahulvohra and @toddgoldberg are the real deal. Awesome investors to have on your side.
Todd and I have now been investing together for 10 years!
We've invested early in 130+ companies, including 10+ unicorns like Supabase and Mercury.
If you're starting a company or raising your seed, do get in touch 👋
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1/ Revenue teams have access to the best AI models that have ever existed. Yet, most still can't get them to do meaningful revenue work. The challenge is models don't come knowing your customers, your team, how you sell, or what winning looks like at your company.
AI transformation in sales is harder than it looks. In building @Scratchpad, I’ve worked with thousands of revenue teams. One thing is clear: most teams are still early in their AI journey.
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A big congrats to @sygaldry_tech on their massive raise! AI progress is bottlenecked by power and cost. Sygaldry is building quantum-accelerated servers to deliver more compute per watt than GPUs alone, bending the cost and energy curve for AI. This is one of the most important problems to solve right now, and they're looking for exceptional people to help solve it. Exceptional team with open roles
jobs.ashbyhq.com/sygaldry-te…
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AI has made startups incredibly fast at shipping. A tiny team can build what used to take an entire org.
But shipping speed isn't actually the advantage anymore. Everyone has access to the same tools.
The real advantage is learning speed. How fast you take in signals from customers, the market and turn them into decisions. That's what finding product-market fit actually is. A learning loop.
Most of us are still running that loop manually.
Inspired by @karpathy's post on LLM knowledge bases, I pointed this at PMF search.
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Karpathy's idea: collect raw data → LLM compiles a wiki → query against it → file outputs back so thinking compounds.
I applied this to finding PMF. Every customer call, competitive signal, market article, half-formed hunch goes into raw/. An LLM compiles it into a living strategy: positioning, buyer profiles, evidence, hypotheses.
Then it works for you:
"Where is our positioning weakest?" answered across all signals
Hypotheses tracked with real evidence for/against
Health checks catch contradictions and stale assumptionsEvery query gets filed back. Thinking accumulates.
We're a few days in. Already catching things we would have missed. A customer quote that contradicts our positioning, a pattern across calls we hadn't connected.
The old way: call → manual summary → update docs → context resets by next week. The new way: nothing resets. Signals compound.
The shift isn't "use AI to write docs." It's stop keeping strategy in your head. Feed the system, let it synthesize, decide from what it surfaces.
Fast flowing water finds the path.
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"Leverage is no longer about how much one organization can produce; it’s found in how much context people, teams, and institutions can coordinate across humans and agents.” - this is spot on, from @gabepereyra harvey.ai/blog/autonomous-ag…
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AI Ops is going to be one of the most important roles at companies. Context engineering. Agent orchestration. Debugging. Token mgmt. And so much more. The companies that are seeing meaningful impact across the org have at least one person focused on this.
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Giving LLMs the right context is one of the biggest gaps I'm seeing when deploying AI in sales (for meaningful use cases and driving high adoption across a team). @JasonSCui and Jennifer Li wrote a great piece that describes this challenge in more detail. And it's aligned with @ClearskiesAi is building - Context Infrastructure for Revenue teams that want to build with AI. Exciting times ahead.
The biggest problem with AI for sales teams right now isn't the AI. It's the data underneath it
Here's what I mean
Your customer lives across 5+ systems. They're a record in Salesforce, a transcript on a Gong call, an email thread in Gmail, a calendar invite, a Slack mention. Five partial versions of the same customer, none of them connected
So when you ask an agent to "prep me for my 2pm call with Acme" — it gives you a confident-sounding brief based on 20% of reality
To actually fix this you need to build a customer context graph — a unified layer that gives you a complete picture of every customer across all your systems.
This is what it takes -
First you need to build integrations into every system. Salesforce, Gong, Google Workspace, Slack. Each has its own auth, data model, and rate limits
Then you need entity resolution. "Acme Inc" in Salesforce, "Acme" in Slack, "ACME Corporation" in Gmail — same customer. Same thing at the contact level. The same person is a CRM record, a call participant, an email sender, and a Slack mention. You have to resolve all of that into one identity
Then you need activity mapping. Every call, email, meeting, and Slack thread needs to be normalized and linked to the right account and the right people. Not just stored — connected
Then you need real-time sync. This isn't a one-time ETL. Deals move, calls happen, emails come in. A batch job from last night is already stale
Then you need to build the actual agents on top. Prompts, retrieval logic, access controls so reps only see their accounts. And deploy them into Slack or wherever your team works
And then you need to maintain all of it. APIs change, schemas break, your team's process evolves. You're now running an internal data platform
Skip any of these steps and your AI just hallucinates confidently with partial data. Which is worse than no AI at all
Want this but don't want to build and maintain it all - use @ClearskiesAi — the customer context graph for revenue teams.
CRM + calls + email + calendar + Slack. entity resolution, activity mapping — all linked and giving your AI full customer context in minutes.
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This.
America’s soldiers are fighting for freedom in Operation Epic Fury. My family is donating $50,000 to support families of those who make the ultimate sacrifice.
Join us at EpicThankYou.com
100% of $ goes directly to America’s Gold Star Families supporting Op Epic Fury.
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Custom AI sales agents are quietly becoming more powerful than AI offered by most legacy SaaS vendors. Great example in the latest @lennysan podcast: one engineer at @vercel built an agent that reduced a 10-person sales team to just one person—in only 6 weeks.
Worth a listen if you're rethinking GTM in 2026.
@lennysan × Jeanne (COO, @vercel) nitter.gq/lennysan/status/199562…
My biggest learnings from Jeanne DeWitt Grosser (ex-Chief Business Officer at @Stripe, now @Vercel COO):
1. What failed seven years ago now works with AI. In 2017, Jeanne tried to build a system at Stripe that would automatically personalize outbound emails based on company data. Despite working with world-class data scientists, it failed due to too many errors. Today, that exact same approach works. This shows how AI has made previously impossible ideas suddenly viable.
2. A single GTM engineer at Vercel reduced a 10-person sales team to 1 (in just 6 weeks). Jeanne’s team at Vercel had an engineer build an AI agent that handles inbound lead qualification, outbound prospecting, and deal loss evaluation. The agent costs $1,000 per year to run versus over $1 million in salaries for the sales team. The nine displaced team members moved to higher-value work rather than being laid off, and the remaining salesperson is 10 times more efficient.
3. Their AI deal-loss bot has become better at understanding what went wrong than humans. When Jeanne analyzed her biggest loss of the quarter, the salesperson blamed pricing. But an AI agent reviewed every email, call transcript, and Slack message and discovered the real reason: they never spoke to the person who controls the budget, and when ROI came up, the customer clearly didn’t believe the value claims. They are now using AI to analyze sales calls in real time and send alerts like “You’re halfway through the sales process and haven’t talked to a budget decision-maker yet.”
4. Wait until $1 million in revenue before hiring your first salesperson. Founders should continue selling themselves until they reach around $1 million in annual revenue with a repeatable process. The key is having a defined ideal customer profile—customers who look alike.
5. Segment customers on what drives their buying decisions, not just company size. OpenAI has roughly 3,000 employees, which would typically put them in the “mid-market” category. But they’re a top-25 website globally by traffic, so Vercel treats them as enterprise customers requiring complex sales. Effective segmentation combines company size with growth rate, web traffic, workload type, and industry—because selling to e-commerce companies requires completely different language than selling to crypto companies.
6. Most customers buy to avoid risk, not to gain opportunity. About 80% of customers purchase to reduce pain or avoid problems, while only 20% buy to increase upside. This means you should focus your sales messaging on what could go wrong without your product—like falling behind competitors or damaging their reputation—rather than just talking about exciting features. This is especially true when selling to larger companies, where individual careers are on the line.
7. Sales teams should be indistinguishable from product managers—for a bit. Jeanne hires salespeople who have such deep product knowledge that if you put one in front of a group of engineers, it should take 10 minutes to realize they’re not a product manager. This credibility allows sales teams to serve as an extension of research and development—a 20-person sales team talks to hundreds of customers weekly and can translate those conversations into product insights at scale.
8. Building your own AI sales tools may beat buying off-the-shelf software. Because AI is so new and every company’s sales process is unique, Jeanne finds that building custom internal agents often delivers more value than buying vendor solutions. A single go-to-market engineer built their deal analysis bot in just two days, perfectly tailored to their specific workflow. These engineers shadow top salespeople to understand their workflows, then build automation that would have taken months or been impossible just a few years ago.
9. Make every sales interaction great, whether customers buy or not. Jeanne replaced boring discovery calls at Stripe with collaborative whiteboarding sessions where customers drew their payment architecture. Many customers had never visualized their own systems before. They left with a useful asset and a feeling of collaboration, regardless of whether they bought. Many returned years later to purchase. Think about your go-to-market process like a product, not just a sales function.
10. Product-led growth has a ceiling—no $100 billion company runs on it alone. While product-led growth (where users can sign up and start using a product without talking to sales) works well for early growth, customers generally won’t spend a million dollars through a self-service flow. Every major technology company eventually builds a sales team for larger deals. The mistake is waiting too long, since building a predictable sales process takes time.
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I’m hiring a Chief of Staff @Scratchpad.
High trust. High impact. Tough role.
You’ll build systems, drive key projects, use AI to reinvent workflows — and create founder leverage.
Must be driven & immune to change + ambiguity.
Based in Minneapolis. Apply here: scratchpad.com/careers?ashby…
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Founder/CEO perspective on working with @DavidSacks (3+ years now): incredibly sharp questions and willing to get into details, no BS, thoughtful and empathetic about the founder experience (he's done it), super responsive and always down to help.
Some context: I valued hearing other founder experiences when raising our series A and B, so figured I'd do the same in return. No one asked me or even suggested that I write this.
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Being backed by @OpCo_VC means direct access to the best operators in tech + their real expertise and meaningful connections to talent and customers. And here’s the proof! Congrats to @Mallun and team on Fund II 🔆 #CollectiveVenture









