Huge congrats to the team at @whop — has been a blast to work with this team on revenue growth systems for scale.
Generational company and a new gold standard for GTM playbooks in the making.
Whop has raised $200M in Series D funding at a $5.1B valuation, backed by @sequoia and @shopify.
It really feels like we are barely touching the tip of the iceberg in a market larger than anyone can imagine.
We first launched Whop as a better way for us to sell sneaker bots, one of the most niche types of desktop software out there.
Total TAM? Probably $20,000 per day.
Who cares, tiny market.
But, what people discounted is the idea that there were actually 70,000 other markets exactly like that one.
Beyond the investment itself, I am especially excited to welcome legendary silicon valley investor @dougleone to our board of directors. Doug and the sequoia team are nothing but a brilliant, resourceful, and principled group of people.
My co-founder Cameron and I started building on Shopify when we were 13 years old. Shopify is one of the most impactful all-in-one cloud ecosystems ever created; @tobi has pioneered modern entrepreneurship the way we know it and we are thrilled to have him in our corner.
We have a tenet at Whop to be the dumbest in the room and I am very grateful that this has recently become a lot easier.
We are focused on markets, scale economies, and progressive media. If that is up your alley, please message me directly.
The $200M raised will support our expansion as we build economic infrastructure for the next century, continuing on our mission of delivering everyone an income.
nico retweeted
Today I’m excited to share that Optivolt is unstealthing with a $32M Series A.
Solar growth continues to outpace all other forms of energy production, but the granularity of control we get from deployed systems hasn’t changed in decades.
So we’ve added a brain inside solar panels, opening the door for a new unit of optimization and control.
For 5 years, we @withdefault have designed, built, and deployed the GTM systems for some of the fastest-growing companies in every market
Almost every company over-optimizes product relative to their GTM systems
The best know that distribution is the product
nico retweeted
Your AI is vaporware without deep integrations with your customers’ systems of record.
Introducing @WithAmpersand: integration infrastructure for enterprise agents.
We power 11x, Orb, and Square's ability to take agentic action in systems of record like Salesforce, SAP, NetSuite, and Workday.
Ask anyone serious about building AI and they’ll tell you:
- The SaaSpocalypse didn’t happen. The world depends on CRMs, ERPs, HRISs, and ITSMs.
- Your customers customized their deployments beyond recognition.
- Systems of record companies are basically monopolies. They never had to make their APIs and MCPs user-friendly.
- Docs don't explain half the weird edge cases you'll hit.
- One bad write can blow up your pilot or renewal.
- Once you finally get it working, someone changes a field and it breaks again.
The world's data lives in structured databases. AI needs a translation layer to work with it.
So, for your AI to truly transform the way enterprises work, you'll need deep integrations built for:
- scoped permissions
- bi-directional actions
- real-time speed for agents
- custom objects, fields, and workflows for each of your customers
We built Ampersand to power the future of software.
AI didn't trivialize writing integrations. It made them the critical path.
I believe that deeply, so I didn't make a launch video about Ampersand.
Instead, it's the best builders I know explaining just how big of a challenge this is.
nico retweeted
Narrative violation for all the “I don’t want to use your embedded agent” folks on the tl.
nico retweeted
some engineers are struggling to adapt to using agents because they are not used to being outcome oriented.
nico retweeted
We're partnering with @withdefault to host a GTM End of Summer Rooftop mixer in New York City.
Westlight, Brooklyn
Thursday, August 27
6:30-9:30 PM EDT
nico retweeted
It seems a common experience in the lives of people with high agency is that they, at some point, metaphorically, lean against a wall and discover that there is a hidden door. That some constraint they’ve been told about turns out not to hold, and this allows them to experience something positive. And from this they get into the habit of testing if walls are actually doors, and the more they do so, the more examples of hidden doors they find, and the more inclined they are to look for them. Far from the only thing that sets them apart, but having that experience can be transformative
— Henrik Olof Karlsson
nico retweeted
- Software is *incredibly* cheap
- You have better things to do
- Like survive as a business. You are in a knife fight for your life
- What are you doing building software?
- There’s a reason there is a “software supply chain”
Most companies will realize the above, eventually
nico retweeted
what Argentina do on a football pitch is spiritual. they stare death in the face and just refuse to die. life lesson in there.
nico retweeted
Nico came to us with an ask. We spent almost a year being Default’s design function. Now live across product and all the things:
default.com/
