The AI-maximalist software holding company. We acquire existing software products and replace human teams with AI agents 🚀 (YC W25)
San Francisco
Joined January 2025
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Rocketable retweeted
The Inevitability of the Company AI Harness
At some point in the not too distant future (probably less than 6 months), the CEO of every business will be faced with answering this question: would you like to one-click install superintelligence into your business?
When we reach this point, adopting AI will no longer be a process of asking individuals in the business to use Claude Cowork or ChatGPT Work to help them be more efficient in their work. Instead, it will be a decision that management teams and boards make for the entire organization. The harness will be installed at the company level, and the harness will enable AI models to drive their own adoption and deployment into the business.
With access authorized at the highest levels, the company harness will:
1) Connect to all of the systems of record that contain the artifacts and assets generated by the operations of the business: email and chat, document storage, source code repositories, accounting systems, CRM, marketing campaigns, purchase and revenue data.
2) Ingest and analyze all of the external-facing activity that matters to the success of the business in its market.
3) Use the data it finds in these systems to identify and synthesize the skills needed to replicate the external-facing activities of the business to human-level quality or better.
4) Correctly assess that the vast majority of internal-facing activity in large companies is make-work, and should not be replicated.
5) Find the narrow set of processes that do actually drive the critical external outcomes, and seek to replicate and improve those.
6) Treat the creation of the automated skills and workflows that matter as a reinforcement learning learning problem.
7) Use historical data as the reference set and build itself a loop that trains a skill (or perhaps eventually a bespoke model) to deliver superhuman performance in that task.
You might say that AI will never be able to learn how to do all the things a company does without humans hand-crafting the skills or teaching it their proprietary processes. That take will not age well.
You might feel that this is a dark future. I don’t agree, but it won’t matter. The incentives to adopt the company harness will be too strong to resist.
You might worry that this will be massively disruptive to the way that most companies operate, and you will be right.
When company harnesses land, the nature and pace of AI adoption will be a difference in kind, not merely degree.
Up until this point, AI diffusion has been limited by a natural brake: the rate that humans in an organization can absorb new tools, translate their workflows into agent skills, and supervise/direct the operations of their agents.
The introduction of the company harness will remove that brake. It will be designed for a world where AI is doing the work for us instead of doing the work with us.
The company harness will bypass the rate limits of organizational diffusion in favor of a recursive self-improvement loop that is bottlenecked only by computational constraints: tokens, data, and eventually, energy.
It will be simultaneously be both thrilling and terrifying, depending on how you position yourself.
Some will seek to accelerate it, others will seek to slow it down, but either way adoption will be inevitable.
🤖 Made with AI
Rocketable retweeted
I'm hiring a founding engineer to build fully automated software companies with me at @RocketableInc.
This sounds crazy to most people, but the trajectory is obvious if you're paying attention. Within a few years, the question won't be "can AI run a software company?" It will be "why would a human?"
Rocketable retweeted
"We are past the event horizon; the takeoff has started."
@sama's essay put into words what I'd been feeling for weeks.
But before we talk takeoff, some news: @RocketableInc has raised a $6.5M seed round to acquire and automate SaaS businesses 🚀
Big news! Rocketable has raised $6.5M to build a portfolio of fully automated SaaS companies 🚀
. @trueventures led the round, joined by @indievc, @BloombergBeta, @RebelFund_VC, @ycombinator, @468Capital, @SeaplaneVC, @unpopularvc, Teambuilder Ventures, Multimodal Ventures, Neer Venture Partners, Sparkwave Capital, Tekedia Capital, and an exceptional group of angels.
Rocketable retweeted
From first meeting to funded in less than a week.
It’s been a wild ride already getting to know @alanwells and @RocketableInc.
Best of luck w/ Demo Day!
At some point this afternoon, a founder will step on stage at YC Demo day an propose a fairly outrageous idea- a one person, billion dollar AI maximalist software holding company.
@alanwells hit our radar after seeing his tweet about building @RocketableInc that made the same outrageous claim as above. We decided to shoot him a DM and share something from the Facts section of the @indievc website:
We’re obsessed with the idea that someone is going to build a business doing $100M in revenue with less than 10 employees and see it as this generation of founders’ 4 min mile. Once someone shows it can be done, many more will follow. We want to partner with the one that does to help define a repeatable playbook for those that follow.
We decided to schedule a time to talk, originally as a video call.
As timing would have it, we ended up in San Francisco on the day of our call and proposed to meet in-person instead. As timing would also have it, we happened to have all our cameras in tow and proposed we film the pitch meeting as he’s working in an opportunity space and in a way that resonates deeply with how we think about things with indie. He agreed and we ‘re publishing that conversation today.
Alan, as an archetype, is something we’ve been flagging for a while now. In our Indie Era of Startups presentation, we talked at length about a growing wave of repeat founders and early employees of venture backed startups that will be building this next wave of breakout companies differently.
Alan is an alum of Uber and Cruise, and he’s taking lessons learned from those experiences to build the leanest and most scalable team possible, going all in on the modern tooling available for him to to so.
As you’ll see in the video, the conversation flowed freely and he did a fantastic job articulating his world view and plans for Rocketable, making it an easy yes by the end of the meeting.
We’ve never recorded a pitch live like this and had no idea how it might turn out. Now that we have, it’s kind of cool to have this artifact of a first meeting and our commitment to invest to mark the beginning of a long and profitable relationship.
To Alan- best of luck with demo day today and can’t wait to get to work on partnering with you on Rocketable.
And to those who see themselves in Alan’s journey or share a similar worldview, we’d love to talk.
A brief peek behind the scenes at Rocketable. More details here: rocketable.substack.com/p/id…
Rocketable retweeted
Most software companies will sprinkle AI throughout their business, hoping to preserve what they do without too much chaos.
Most software companies will be slowly, steadily made obsolete as they cling desperately to their org charts, management fiefdoms, and data silos.
Most software companies don’t have the conviction or the expertise needed to apply what’s coming with AI to its logical conclusion: 0 human employees.
@RocketableInc is not one of those companies.