Utkarsh Sengar

87% of YC companies are enterprise. Now it makes complete sense that AI is starting in enterprise. The models are expensive to run, and enterprise lets you automate workflows and vertically integrate. But to reach billions of people in their daily lives. The real prize is still consumer. A lot of founders are scared of consumer right now. At any point, OpenAI or Google can vertically integrate and kill your company. But you can make a similar argument for enterprise applications. The other part is that consumer is genuinely hard. Distribution is more mature, the App Store feels saturated, and there aren’t obvious new channels. At the same time, we are in the midst of a revolution. Interfacing with the world will be more than just a handful of chatbots. If you pay attention to daily life, to your parents, your kids, anyone close to you, you’ll notice how many small, annoying things still exist. Yes, the App Store is mature. But the top apps right now are AI apps. If something is truly great, innovative, or fun, people will go out of their way to find it. Menlo Ventures analyzed routine tasks of US adults. The Takeaway: Fewer than one in five people actually use AI for their day-to-day tasks. Most people stick with whatever system they already have, even if it’s annoying. At Hands, we're building with these 3 rules in mind: 1. Meet people where they already are 2. Make it easy to try. 3. Prove the product's value almost immediately

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🔥 𝗙𝗶𝗿𝗲𝘀𝗶𝗱𝗲 𝗖𝗵𝗮𝘁 𝗼𝗻 “𝗕𝘂𝗶𝗹𝗱𝗶𝗻𝗴 𝘄𝗶𝘁𝗵 𝗔𝗜 𝗔𝗴𝗲𝗻𝘁𝘀” Had an incredible evening hosting a fireside chat with Matt Kraning (𝗙𝗼𝘂𝗻𝗱𝗲𝗿 & 𝗖𝗧𝗢 𝗼𝗳 𝗘𝘅𝗽𝗮𝗻𝘀𝗲, 𝗲𝘅 𝗖𝗧𝗢 𝗣𝗮𝗹𝗼 𝗔𝗹𝘁𝗼 𝗡𝗲𝘁𝘄𝗼𝗿𝗸𝘀) and a group of technology and product leaders from some of the world’s biggest 𝗰𝗼𝗻𝘀𝘂𝗺𝗲𝗿 𝗯𝗿𝗮𝗻𝗱𝘀, 𝗵𝗲𝗮𝗹𝘁𝗵𝗰𝗮𝗿𝗲 𝗰𝗼𝗺𝗽𝗮𝗻𝗶𝗲𝘀, 𝗮𝗻𝗱 𝗳𝗶𝗻𝗮𝗻𝗰𝗶𝗮𝗹 𝗶𝗻𝘀𝘁𝗶𝘁𝘂𝘁𝗶𝗼𝗻𝘀 in the Bay Area. We discussed one of the most urgent questions facing every product and engineering organization today: building 𝗔𝗜 𝗮𝗴𝗲𝗻𝘁𝘀 𝗳𝗼𝗿 𝘆𝗼𝘂𝗿 𝘂𝘀𝗲𝗿𝘀, and 𝗹𝗲𝘃𝗲𝗿𝗮𝗴𝗶𝗻𝗴 𝗔𝗜 𝗮𝗴𝗲𝗻𝘁𝘀 𝘁𝗼 𝘁𝗿𝗮𝗻𝘀𝗳𝗼𝗿𝗺 𝗵𝗼𝘄 𝘆𝗼𝘂𝗿 𝘁𝗲𝗮𝗺𝘀 𝗼𝗽𝗲𝗿𝗮𝘁𝗲, 𝘀𝗵𝗶𝗽, 𝗮𝗻𝗱 𝘀𝗰𝗮𝗹𝗲. 𝗔𝘁 𝘁𝗵𝗶𝘀 𝗽𝗼𝗶𝗻𝘁, 𝘁𝗵𝗲𝗿𝗲 𝗶𝘀 𝗻𝗼 𝗽𝗹𝗮𝘆𝗯𝗼𝗼𝗸. The companies that win won’t be the ones waiting for others to define it - they’ll be the ones learning, experimenting, evolving, and writing it themselves. Because the reality is: Your competition is already re-architecting their business around AI agents - driving higher efficiency, faster iteration, and reinvesting those gains to build better products. The next era of product leadership isn’t about adopting AI. It’s about adopting an 𝗔𝗜-𝗮𝗴𝗲𝗻𝘁 𝗺𝗶𝗻𝗱𝘀𝗲𝘁. Grateful to everyone who joined and contributed such sharp perspectives and open conversations. Deepak Kumar P Vache Moroyan DB Banerjee

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If you’re a CEO/founder or PE operator and your tech org is: ❌ Shipping late ❌ Stuck in reactive mode ❌ Struggling through the Series A/B jump, or post-acquisition integration or after a major release It’s not “a delivery problem.” It’s an operating model problem. At the inflection point, the old playbook breaks: what worked at 10 engineers fails at 40… and breaks again across multiple products/teams. That’s where I come in as a fractional CTO: - Spot platform and delivery risks before they hit revenue and retention - Rebuild execution rituals (prioritization, ownership, release confidence) without derailing the roadmap - Align architecture + team structure to your value-creation plan (growth, margin, or exit timeline) If you’re feeling the strain of growth, I can help you turn “busy and reactive” into predictable shipping, and a platform that scales. #CTO #SaaS #StartupScale #PrivateEquity #TechStrategy

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"Because engineers had been through brainstorming and story mapping, they were able to identify the most promising direction and find a way to implement one key piece of it pretty quickly." Want to get your engineers more involved in continuous discovery? Learn how Ellen Juhlin, Senior Director of Product Management at Orion Labs, successfully brought engineers into the discovery process. Key takeaways from Ellen's experience: 🎯 Start by inviting engineers to customer interviews as listeners and note-takers 💡 Include engineers in brainstorming and solution mapping sessions 🗺️ Use assumption mapping to help engineers focus on validating ideas 🔄 Don't worry about following a linear process - iteration is key 🎯 Begin with just one or two engineers rather than the whole team 🤝 Keep engineers connected to business outcomes Check out the comments for a link to the article. ❓ What's one small step you've taken to include engineers in discovery work? Share your thoughts in the comments below.

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After a long pause on LinkedIn... excited to announce the launch of Binome's open-source agentic framework: Graphite. We've been quietly working on this since last summer! Graphite is the result of various complexities and implementation constraints we've seen in existing frameworks. We decided to simplify things, and bring a production-readiness mindset to how LLMs operate in real-world systems that require auditability and recovery from failure amongst other things. If you're a developer, please feel free to check it out and give us feedback! If you're building products, let's talk and let us know if and how it could be useful to you!

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"Delusional." Been hearing that word a lot recently. Every founder in SF has it. Every great company was built on it. You'll sit in a coffee shop on Valencia Street and the person next to you is building the next Google with "higher search semantics powered through agentic workflows". You grab dinner in SoMa and someone's explaining why their pre-revenue vibe-coded startup is going to be bigger than Salesforce. "This guy is delusional". Is what I thought when I first encountered scenarios like these, before realizing that I sounded the exact same way to people I tried to sell my idea to. After two weeks, this is what I've learned being out here: The line between delusion and vision is just execution. Every billion-dollar company started as a delusional idea pitched by someone who had no business pitching it. Airbnb was "strangers sleeping in your house." Uber was "get in a random person's car." Stripe was "two 19-year-olds are going to fix payments." Delusional. All of it. Until it wasn't. SF literally runs on delusion. The energy here is different because everyone around you has decided to bet on themselves despite the odds. It's simply the entrance fee — whether or not you make it depends on how hard you're willing to work afterwards. The people who worry about sounding delusional are the ones who never build anything. The people who lean into it — those who are a little too confident, a little too ambitious, and/or a little too early are the ones who end up changing things. That being said, how will you feed into your delusions this week? #startup #founder #sf p.s. this is a video of chinatown where we got cream buns that were quite mid

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🎙️ From Square to Mercury: How Rohini Pandhi became one of fintech’s top product leaders—and how velocity of learning at high slope companies shaped everything. Rohini dropped so many gems in our first episode of First Builders: 💎 Generalist → Specialist: In her early career, she was a generalist and tried everything. This led her to critical discoveries. She specialized in product and fintech when the “time was right” 💎 Follow the Engineers and Designers: Square was a high slope environment for Rohini, packed with talent density and learnings. She finds high slope environments by studying where smart engineers and designers are going. 💎 Fake News about PMs: PMs don’t just “move fast and break things.” Her team runs 30-50 customer interviews per quarter, providing rigor behind every decision. 💎 It’s Usually Too Early to Hire a PM: A top question she gets from founders is whether they should hire a PM. She usually says: “it’s too early.” 💎 Hiring a World Class Team is Like Tennis: When finding a tennis partner, you want someone a little better than you who can challenge you to improve your game. Give us a listen and leave a review on your favorite podcast location (see comments for links)! #FirstBuilders #StartupPodcast #ProductLeadership #TechCareers #Leadership

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💭 Y Combinator CEO says YC startups launch with 95% of their code written by AI 😮. Harness Field CTO Martin Reynolds brings valuable insight to the conversation with LeadDev around this trend and its impact on software developers. "Having a human in the loop will continue to be vital. The future of coding will involve a combination of human creativity and AI-driven efficiency." Read more on how AI is reshaping engineering roles ⬇️. https://lnkd.in/dx6weyrX

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