> When I told my manager I was leaving, he said I should start my own company and give him a call when I do. So that's what I'm doing.
I love hearing stories like this, because it shows a way to be a builder without the "venture or nothing" narrative that has pervaded the tech space since the dotcom days.
It is very difficult to make a venture-backed services firm (providing services, not software) that can be immediately profitable, grow sustainably, and outperform competitors with in-house technology that's built for real on-the-ground stakeholders... at a speed that will satisfy venture investors.
But it is more possible than ever ([0]), to do this (in-house tech and all) on a bootstrapped basis - since AI reduces the engineering staff required to build, adapt, and maintain an agile best-in-class solution at single-tenant/single-customer scale. The outcome is at the least a lifestyle business, but with upside that can take the form of anything from franchising to licensing to full-fledged SaaS in the future.
I wish OOP the best of luck, and hope he's found a passion. He could go far with this approach if he ends up following through.
([0] This is not to say there are no barriers to entry. There's privilege in the word "founder," and this is no exception. And the K-shaped economy has left many brilliant would-be founders behind. But at least some barriers are lower than they once were, and that's worth appreciating.)
It will compound over time if the basics are done right (which is harder to do than I thought before this experiment)
In my previous company, we founded it with the outcome first - "take over the world" or bust. This time I think the base case is a good company, and the ceiling is the best in the industry.
Sounded more like he likes he is passionate about building a business.
My wife and I run a small chain of second-hand clothing stores that buy from the public, and we run it on our own custom software built on top of a rails e-commerce engine. (Solidus) We don't do anything online, but instead use the engine to run our point-of-sale and credit system. We have one part-time developer who works from home and occasionally comes and works directly with the staff in the stores, and now she leans a little on Claude for assistance.
I would never want the hassle of trying to make our system work for other companies. I love that we have a system that can adapt and change based on our needs without being beholden to some else's SaaS.
If we were to rebuild it all today, we'd probably lean even harder on Claude, but still work using a good open source e-commerce framework.
Consider being a platform coop with regional operators as members. See https://platform.coop/
The operating license holder is also on the hook for legal action if (when) things go wrong.
"Control" is interesting and I have found in all trades that people value their freedom. The good companies don't monitor employees too tightly, and are rewarded with loyalty and longer tenures generally. Of course you have to run a good recruitment and referral process to find the good people!
I think this falls in exactly that situation. You see how janky these national companies are doing things, plot out a disruptive course, then disrupt them in a particular region so that you can extrapolate how much that will hurt at national scale and force a buyout that's way beyond the multiple you bought those small operators for.
My longterm vision is to be the agent platform for traditional industries, bridging the gap between knowledge work and physical work.
I recently talked to a few companies in the AI space, from (smaller) frontier model labs to companies still looking to build "AI products" and my take away was that, if you're not working for one of the big players, the market hasn't really figured out if there is an "AI engineer" job yet.
I'm increasingly starting to believe that the future of work for people that have technical skills (more than just 'software') is likely going to be working in places that are less about "shipping software" and more about supporting teams doing something physical in the real world.
These companies are also the most ripe to truly leverage AI: they have tons of messy problems that need to be solved and iterated on extremely fast. Operations people tend to be "EoD" deadline people, not quarterly planners. Getting solutions solved in an actionable way on time often means really understanding the core business, the technical space surrounding it, and how to leverage AI to pull of some miracles. It can be stressful, but when you pull it off your stakeholder have sincere and real gratitude and you're actually moving the needle for the company.
I don't think the Bay area, even those sniffing the AI vapors the hardest, is really willing to accept what AI is going to do to software and software companies.
(http://upload.wikimedia.org/wikipedia/commons/f/f8/Baby_opos...)
Taming wild animals is bad for their long-term well-being around human populations, as rabies also initially causes uncharacteristically "friendly" behavior at first.
I agree people should leave nature alone whenever possible. =3
Doesn't seem like it can be a tulip if it encompasses all productive endeavors.
Think of Saudi Arabia, Iran, Putin's Russia, or Norway. I.e. risk for highly nepotic dictatorships, with the potential that it might end up well despite the odds (Norway).
Before, if you made a product that improved the lives of everyone, say you invented Google or Heinz ketchup, you could make a lot of money through that, and you did a good deed and became rich the same time. The masses of humans would reward you for delivering the benefits of your invention to them by giving you a piece of their work output.
As their work becomes less and less worth, why focus on those humans though? I am asking rhetorically of course.
An economy that thrives from innovation enriches the innovators, making them powerful. A brute in power causes the innovators to leave or in the worst case, he mass-executes them outright (think of what Stalin did in Russia). With AI, you can have a brute in power though, as an oil rig or datacenter can be protected by a bunch of machine guns.
An economy with AI everywhere will be, after a short and very innovative period, just be about who controls which resource, i.e. water for a datacenter, production lines for robots, mining rights, operational control of robot fleets, etc.
The working 95% will probably experience a sharp decrease in purchasing power, making a lot of products unaffordable to them, so consumption wise we'll have a further shift towards plutonomics. The owning top 10% will probably be affected by this major shift in consumption as well, E.g. a tower full of condos becomes worthless if the tenants can't pay rent because they got laid off, etc.
Need for robots and AI will further increase. Eventually most economic activity will revolve around those robots. It's a bit like paperclip optimizer here, whether those robots protect gay luxury space communism from counterrevolutionaries, or they project the will of the Davos council of Forbes 400, economically it will be quite similar.
There will still be human societies, humans will still talk to other humans. We won't be all exclusively conversing with LLMs, I doubt that. There will still be social mobility but it will revolve around nepotism, lying, and various escalation steps of war.
We might end up in different scenarios depending on the country, but some countries like Germany might lose relevance as most of their value lies in stuff that is going to be replaced by AI, i.e. they have less natural resources, or they have been depleted already.
We might also see companies that automate everything from end to end, from mining to producing and running weaponized robot fleets. Shareholders of those companies will do great too, if the leadership of the companies respects minority shareholder rights that is (why should they though, they will outgun any law enforcement).
Do I like this future? I don't think so. We will probably have solved cancer, communicable diseases, and aging in the next 30 years if AI continues its successful trajectory, but not sure if it will be accessible to 8 billion humans.
This is the exact process private equity tries to do at scale, right?
I'd really love to read a dedicated article on this side project.
Apparently, Karpathy is into AI based education business with Eureka Labs [1].
[1] Introducing Eureka Labs:
Given this company is basically the best, they should really build their own revision / quiz tool. The most valuable part of training was a webinar which I took notes from, and turned into revision cards alongside info from the books and revised the way I know works for me. They could do this bespoke for each trainee in seconds now.
You put in real work to understand the business landscape and typical pain points. With AI, implementing solutions has become much easier but knowing what the problems are and how to solve them hasn't.
The issue isn't the AI output quality — it's that most builders (myself included, initially) use AI reactively. Ask a question, accept the answer, move on. No structure for maintaining context between sessions or verifying that new additions stay coherent with the existing system.
The builders who get the best results seem to treat Claude/Cursor more like a junior dev: useful, but you review everything, and you explicitly maintain shared context about the state of the project.
Domain-specific SaaS is actually a great use case for this because the problem space is bounded — you can give the AI a really tight context. "We are building scheduling and invoicing for pest control companies. Current architecture is X. Today we are adding Y." That specificity makes the output dramatically better than generic prompting.
Good luck with the build — the insight to go learn the domain in person before building is genuinely rare and gives you a huge moat.
Voice input that actually works to reduce screen time and distractions while driving or wearing gloves on site. Understanding and reacting to parking availability in cities, prompting the technician to upsell in the way the system knows he's most comfortable with (so he actually does it).
Incumbents will have to base this on Salesforce and adapt it which is expensive and a grind. Even if they have appetite for that, retraining the technicians who are used to the existing way will be horrendous.
Godspeed bro.
Side note, is it just me or do these services seem designed to be a short term patch so I have to have a long term, every 6 month, sort of servicing from the pest control company?
I was up front that I was exploring getting back into blue-collar, coming off the closure of my startup, and that I wanted to get into sales but wasn't sure if this would be a long term thing as it's a totally new industry for me.
We were aligned on giving the technician job a try before moving into sales, and it's common for people to take that path as you can't really sell the services if you've not done the job for a bit.
Important context - I am not a tech millionaire. The top guys regionally at these companies earn $500k+, and some are in the $Ms, so if there was a route to be top pest guy at BigCo, I was up for it!
There are lots of antiquated operators not having newer technology for pest control, which makes this area lucrative for even $50K MRR.
Go for it!
Does your software do anything fancy or is mostly for organization, good workflow, and being the central source of truth?
Did it require a lot of development after getting a few customers on boarded?
are you a 1 man show?
Assuming everyone knows your acronyms is just not a good writing style.
Since I couldn't understand how s/w was going to get opossums out of anyone's basement, I think the correct decision was made: hands on!
You deserve accolades for making this choice. Good Job!
Like any physical trade, this is by it's nature a local only endeavor. So a web presence that is primarily visible to geographically local potential customers would be most effective.
Any aggregation is really just a way to skim some of the profits from the people actually doing the job. That is to say, GTM according to my definition above.
Personally, when I can't get an in-real-life personal referral to some trade, and I'm forced to do web search, I always spend extra time to try to find a web page that is put up by a local company, not an aggregator.
Things like plumers.com (this is a totally made up example, not referring to any real website) I find to be extremely irritating. Since they have absolutely nothing to do with whoever will eventually show up and do the work.
This form of aggregation through, is extremely common today, and a very large part of why the modern internet sucks.
craigslist.com (the actual website) used to be a good example of referring local services, until it was overrun with spammers and scammers.
Will this correct? Will we proceed to the dead internet? Who knows! What next weeks exciting episode to find out...
For residential / consumer markets, referrals are the gold standard and I agree to an extent about the local focus. A lot of PE (private equity) backed roll-ups result in a worse customer and worker experience as they try to force scale too fast.
Some PE companies will open a local market by initiating acquisition conversations with all local players, low ball everyone, buy some and for a short period dramatically reduce pricing to force the hold-out cohort to sell at an even lower price. Not good for communities.
The unlock to balancing scale and customer / worker experience is creating the right incentives for people to adopt the behaviors you're after. This is why bolting on SaaS or AI to established companies is tough, as the staff often don't want to change and will leave - which is bad in a tight labor market.
Searching for home services online is totally broken and is a tax on buyers and operators. HVAC contractors pay on average $600 for a closed lead from online ads, and close about one in four / one in five leads.
GTM is ubiquitous on the business side.
If you read his post, there's significant effort not "catching opossums" but waiting or churning through admin overhead - wasted time, which maybe he can translate into $. This much inefficiency is...common in many businesses.
>when I was leaving my boss told me I should start my own company.
Genuinely or sarcastically?
