Raghu Vohra

Most businesses don’t need just any software. They need a way to turn how they actually work into software That’s what @emergentlabs is becoming: the operating system for businesses Today we’re announcing our $130M Series C at a $1.5B valuation to put that future in their hands

Canton is easily the best for institutional adoptions and private transacation.

(And taking the time it took to read it hahaha)

In a post yesterday, I proposed that SaaS is entering its heat-death, due to be replaced by the next era, agent-native software. This does not mean slapping a chatbot on your legacy interface, and not selling an agent-wrapper with no moat. It is architecturally different — an interface built around agents, served up on an Agent Substrate. "SaaS" came with bloated frontends with reactive backends. Agentic apps are the inversion: thin, just-in-time frontends + verbose backends where agents cook 24/7 in the background. GPT & Claude are so powerful that the software should mold to the foundation model infrastructure, not the other way around; and the models were built to solve coding first. This means agentic solutions for non-engineering work *also* adopt coding-like workflows, and need to support version control, diffs, branching, and tool use. Which means that Agent Substrates will look like a lot like Git for [X].

I’ll share a small part of pickle.com Back in med school, I became obsessed with augmenting memory and dreamed of a Notion or Obsidian that completes itself. Today, we’ve built something close. My self-awareness is sharper and everything feels connected. I genuinely believe AI does not replace humans. It amplifies us. Huge respect to our engineers and designers who made this crazy thing real. Bubbles are the episodic units of my life that the system interprets from my raw data. Clouds are the system’s questions, its hypotheses about who I am. When I answer a cloud, it becomes a bubble again. There is so much personal data that I cannot fully demo it. Wish I could. This system understands me more deeply than anyone. Want to try it? Retweet and comment “memory.” I’ll DM you an access code to skip the waitlist.

Yes… more videos during the week answering stock-specific questions from subscribers…. Did my first today… 21 minutes

Comprehensive Deep Dive on AbCellera ( $ABCL ) After weeks of research and analysis, I’ve compiled a detailed report on AbCellera’s journey from a university spin-off to its current position as a global innovator in the biotech space. The document covers: The story of Carl Hansen and the founding of AbCellera Key technological breakthroughs and strategic partnerships Financial evolution from IPO to 2025 Pipeline, strategy, and future challenges My personal commentary on the company’s vision and prospects This is a project I dedicated significant time and effort to, reading and re-reading it over the past two days to ensure accuracy. That said, since I relied on AI assistance for both compiling the research and polishing the English, there could still be factual errors or nuances I missed. If you spot anything, I’d sincerely appreciate it if you let me know so I can update and improve the report. I hope readers will find it insightful and engaging, and I’d value any feedback or thoughts you may have. LINK: drive.google.com/file/d/1y0u…