eric cohen (@ericbluewatch) profile picture
Joined November 2012
Photo by eric cohen (@ericbluewatch)
Excited to be part of the journey. Critical technology. Congrats team. 🚀
Excited to share that @nyquishq has raised $6.3M, co-led by @gigascale and @spc. Like an EKG for the grid, Nyquis helps utilities spot hidden faults and plan for growing demand. We’re already monitoring 800 miles of power lines. Watch our launch film below.
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Exactly a year ago today, we launched Starcloud-1 to space. To celebrate its birthday 🥳, we have put together some previously unseen footage we have from around the launch. I particularly like the footage we have of the @Starcloud_ kids! 😅👌 Starcloud-1 is operating today with the only @NVIDIA H100 in space, still the most powerful SI compute on orbit. With it we became the first entity to do training and high powered inference on orbit, and we now have 3 more launches coming up in the next year! We are planning to move almost all compute off Earth 🚀 See the careers page on our website if you want to join this awesome team!
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“If people are going to spend almost all of their waking day doing work, they may as well like it.” @whop is giving them the tools to do so. @cultured and @merritthummer in our latest Outlier Briefing, recorded earlier.
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eric cohen retweeted
I love how my entire timeline is full of formal verification stuff, all things software reliability and correctness. A year ago I’d get like 2 likes when I used to post about it.
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Today we're launching @agent_relay Your team’s agents shouldn’t need YOU to copy-paste their conversations. Agent Relay lets them read each other’s sessions, ask questions, and hand off work across the tools your team already uses. Keep using the Codex mac app, Claude in the terminal or even tools like Conductor. Open source. Free to try our cloud. agentrelay.com
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I've lost track of the number of times people have called @whop "niche" or questioned its TAM. In fact, @whop is serving a global community of young people who are looking for alternative ways to support themselves outside of the 9-5 paradigm. This population is rapidly growing in size due to market forces - crushing student debt, AI displacing entry level jobs, ROI erosion in higher ed, and rising living costs. The current system does not work for millions of people. @whop was built to create another path not beholden to traditional schooling and employment. Every board deck begins with its mission: "deliver everyone a sustainable income." @cultured and @czoob3 are native to this community and understand it viscerally. They saw this opportunity years before it became obvious. @whop is at an inflection point with @dougleone @sequoia and @tobi @Shopify co-leading the Series D. @cultured and @czoob3 are building their team for the next chapter - please apply if this mission resonates with you.
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.
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eric cohen retweeted
98,542 accounts got paid on Whop in September.
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What we are building will change how mission-critical software is built and verified Here's Rick & Morty to tell you all about @workersio
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We had an incredible Setpember @wander GMV tripled in the quarter 60% faster performance and many more great features for guests and operators. Incredible things are in the works for October. We are well on our way to building the infrastructure to experience the world.
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Intelligence is abundant, but economic intelligence is not Nations, frontier labs themselves, enterprises, and a small cohort of power users drive most of the demand for AI infrastructure today. The number of US households paying for an AI subscription is up 155% from 2025 to 2026, but this number is still only about 3% of all US households. There is so much potential value still yet to be seen from people using AI in their day to day lives. The recent trend in always-on personal intelligence optimizes for productivity, reducing spend, and participating in commerce. Not making money. There is not a clear outlet for people to use these agents to make money, rather than saving it. The vast majority of people will need to find a way to realize value from this rapidly evolving technology, and we believe that creating businesses is one of the major ways they will do so. Billions of people need a way to convert AI tokens into income. Today, Whop is introducing Economic Intelligence, a decision making system built from business actions spanning five years and over $7B of annual network volume on Whop. As models continue to become commoditized, it becomes clear that the context layer is where true value lies. Patterns between isometric businesses become have become more easily readable, allowing us to recommend the most optimal action a business should take to reach their next dollar.
Today, Whop is introducing Economic Intelligence, a decision making system built from business actions on platform. Billions of people should have the ability to build profitable businesses. Economic Intelligence answers "what next?" for businesses at all levels.
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eric cohen retweeted
A decade later, I’m starting up again. I sold my first company ten years ago and have spent the years since working as an engineer. Now I’m building @workersio as a solo-founder. We’re living in a new era where an agent can write software faster than a team of 100 engineers. As software becomes more autonomous, I want us to raise our expectations and take more responsibility for what we build along the way. Software can have a long half-life, and over time it becomes critical in ways we never planned for. Businesses, and sometimes lives, end up depending on decisions (or our agents) we make. For the longest time, building reliable & verifiably correct software systems required resources that only a few teams could afford. I want to make those capabilities widely accessible, especially as more teams take on ambitious problems and build more of their own software in-house. Our ambition is to make five nines of availability and verifiably correct the default for software in the agent era, so the software running our world becomes more dependable as it becomes more capable. I’m excited to share that we’ve raised from @ycombinator, @solofounders, and an incredible group of angels - @Joshuabrowder, @tylerwillis, @ericbluewatch, @gshewakr, @jaentwistle and some friends and customers. This is the mission I’m committing to for my next moonshot; I’m grateful to everyone helping me bring it to life. If this mission excites you, I’d love to hear from you. Whether you want to work with us, help us along the way, or exchange ideas about where software is headed, please reach out.
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the american factory, in all it's glory
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GMV for @Wander’s core operator product is pacing to grow 50% month-over-month.
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eric cohen retweeted
We’re moving from asking, “What AI do you use?” to “What AI does your company run on?” to “What AI is running your company?” Today, we’re launching your @ company agent in Adapt. Your company’s own AI, branded with your name and deployable within minutes. Tag @ yourcompany in Slack and ask it to do the work. As we go through this change, it is important that a company owns its AI. Own the agent, @ yourcompany. Own the knowledge it builds. Own the model routing. Own the experience. The company agent is the durable layer. It gives your company access to the best frontier and open-weight models, choosing the right model for each task to balance quality, speed, and cost. When you tag @ yourcompany, you’re talking directly to your business through one front door. It learns how your company works, chooses the right model and skill, delegates work to specialized agents, and becomes more valuable as your company’s knowledge grows. A few things make this possible. It has to connect to every system your employees rely on, with the right access and permissions to understand the business and take action. It needs its own secure computer to write code, build apps, analyze data, operate software, and do the work. It has to be everywhere your people work. Web, Slack, iMessage, GitHub, and more. Vercel CEO Guillermo Rauch articulated this perfectly when describing @ v, the internal company agent they built. “If agents become the foundation of modern companies, you being in complete control, from source to runtime to data to token, seems like a pretty big deal.” Every company will have its own @ company agent. Adapt is how you deploy yours. What AI is running your company?
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space company orders metal at 9:32pm Aug 10 space company gets metal at 2pm Aug 11
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I can't believe we already are up to a team of 35 techno industrialists. YC Demo Day was still only 11 months ago. We started official production 9.5 months ago. The company incorporated 12.5 months ago. So stoked and an awesome moment for the nox team in our new factory. This is an extremely earned moment for us.
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General purpose AI struggles to actively convert human ingenuity into $$$ for the people Our CLI makes it dramatically easier to run several (10+) business at the same time (and actually find PMF + paying customers)
The Whop CLI is now live. We built the end-to-end API for running a business. Now you can run your business programmatically.
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Whop is experiencing unprecedented growth; Daily ATHs at an astonishing YoY and MoM rate Gross transaction volume is now pushing $20M per day 10,000 is a low day for # businesses created # user signups are pushing 100,000 per day Much of our offensive growth product feature set that has been under development for the last 3 months has yet to be released publicly. Our platform is running at record high RPM and we need serious help If you have successfully solved ML prediction problems at scale, run ultra lean legal teams, or are a designer who wants their work to make a difference, message me [email protected] with a bulleted resume If obsessed with PNL and unit economics, with experience driving outcomes at scale, ping me as well 🚀
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.@wander is on pace to 2.5x marketplace inventory m/m for july
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just the start
Ironically, this peak looks minuscule just 35 days later. Never seen a business grow like this in my career. And yet.. it's so early.
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