What is this?

You might know me from Kernal Demo Days or the Ebitduh newsletter — but today, I’m kicking off something new. Each week, I’ll feature an early-stage founder I believe is worth backing. I’ll share why I think they’re compelling, what they’re building, and where I think they’re headed.

Why am I doing this?

Because this is the work I love — spotting ambitious founders early, and helping them grow, I think I’ve got a good eye for it, and I want to put that edge to work for you.

What happens next?

A few months down the road, I’ll check in with these founders. Did they hit their goals? Are they still worth the bet? This newsletter is your front-row seat to early-stage momentum — founders on the edge of becoming backable.

Want to help?

Give me feedback, introduce me to founders, join our Slack, and/or share with friends!

Want Less

If it’s not your thing, please unsubscribe.

👋 Say hello to Talisha

If you’re not already following Talisha White, now’s the time to start. A Techstars alum with a bold vision and infectious energy, Talisha is the kind of founder who blends deep technical chops with a rare gift for community building. She made a splash on social media with this post about quitting a Lovable. At Lovable, she single-handedly managed the Discord community from 14K to 80K+ in just six months—leaning on nothing but hustle, heart, and a few loyal unpaid interns.

After this bold move, she’s determined to build a next-gen AI agent designed to take real-world action—think: finding leads, qualifying them, booking meetings—so you can show up and focus on what matters. She’s got $1M in revenue goals, a stack of AI tools at her fingertips, and the grit to see it through.

Follow Talisha if you want to watch someone determined, lovable, and technically savvy build the future. We’ll check back in around January 2026 to see if she’s hit that revenue goal!

📰 News You Should Have Seen By Now

  • AI slashes early‑stage capital needs (Axios)
    Startups, particularly in the application layer, are now able to reach Series A with up to 80% less seed funding, thanks to AI-driven efficiencies. This shift may disrupt traditional equity dilution norms and reshape VC expectations.

  • Y Combinator sees a new generation of founders (Business Insider)
    YC’s Spring 2025 batch is notable for younger founders (median age dropped from 30 to 24), a surge in AI-driven startups, and a faster-paced, quarterly program structure—raising concerns that the pressure to deliver by Demo Day is driving short-term decision-making.

  • Figma IPO reignites VC exit optimism (Financial Times)
    The highly successful IPO of design tool Figma (valued over $60 billion) has revived hopes for renewed exit opportunities in venture capital, with investors now more open to pursuing public offerings—especially amid renewed AI-driven growth.

  • OpenAI Launches GPT-5 with Enhanced AI Capabilities
    OpenAI launched GPT-5 on August 7, 2025, as an advanced AI model focused on real-world utility, accessibility, and enhanced capabilities in coding and creative tasks. The model includes features like improved reasoning and integrations with platforms such as Apple Intelligence, though initial glitches in its routing system affected performance. OpenAI has implemented fixes, including increased rate limits and options to revert to previous models, to address these issues.

🚀 Founder Follow-Up: Amogh Reddy

Just three months ago, when I first met Amogh, he had barely sketched out a pitch deck. Since then, he’s pivoted decisively and refined his vision: “The only AI‑agentic IDE you’ll ever need.” Now, Method isn’t just a meeting‑turning into plans—it’s morphing into an intelligent IDE loaded with specialist agents acting like senior engineers.

Method’s waitlist has swelled to nearly 100 high‑impact professionals—mostly CTOs—acquired through strategic LinkedIn outreach and referrals, and onboarding remains highly curated. He just opened up his second Alpha user cohort and has ~15 users providing feedback.

Ambitious six‑month goals include launching a Chrome extension, polishing the IDE further, rolling out voice‑agent features, and scaling to 500 active users—ideally with some external funding by then to support team growth.

The biggest barrier remains engineering complexity and sole‑founder bandwidth—Amogh’s already clocking 15‑hour days and quickly approaching the limit of what one person can deliver. Adding fuel to the fire: infrastructure costs. While VC interest is emerging, revenue traction will be critical. In the meantime, charging early users and sharing progress via LinkedIn, X, and advisor support are the key moves to maintain momentum. We’ll revisit this in six months to see how the numbers and team have grown.

Want to help him? Reply here.

💬 Water Cooler

Have you heard of the inKind app?

Not just a typical dining discount app; it's a fintech-driven platform that provides restaurants with capital by purchasing food & beverage credits upfront (rather than offering a loan or taking equity), which they then sell to customers through the app—who in turn receive a 20% “cash‑back” (in the form of inKind credits) on their bill when paying via the app.

Until Next time…

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