Makersclaw

Blog

Essays, breakdowns and news for founders building with AI.

Latest

Pocket FM made audio 80× cheaper. The number worth watching is retention: 44% to 76%.

Pocket FM's run rate went from $250 million to $500 million in a year, and 93% of its catalogue is now AI-powered. Everyone reads that as a cost story. The number the CEO credits the extra content with moving is retention, and the cost cut was only the input.

The bottleneck was never the model. It was what the model could reach.

As of May 2026, Ramp's own coding agent was raising 75% of the company's merged pull requests. Not because Claude Code was not smart enough — because a laptop could not run more than one or two agent sessions, and what they built can see their telemetry, their feature flags and their prod replica.

The Routing Rules File: send cheap work to cheap models without guessing

Open models went from 28% to 62% of tokens served at Vercel in two months. AT&T cut the cost of coding and some advanced tasks by as much as 56%, for about a 2% quality drop. Both did it with a routing policy. Here is that policy as a file for your repo — plus the eval that finds your own line.

Nvidia has now bought three companies without buying any of them

Poolside got $6bn for a non-exclusive licence, $1bn in equity, and job offers for 109 of its people — and its founders stayed. It is the third time Nvidia has used this shape, and the coverage reads the structure as the point: the substance of an acquisition, without the review one would trigger.

The AI SDR category didn’t fail. The word “autonomous” did.

One team got a 6.7% response rate out of AI SDRs — after fixing RevOps, proving its messaging, and putting fifteen to twenty hours a week into running them. Nobody sold against those conditions. They sold a word, and one vendor wrote a three-month exit into its contracts.

Mixpanel named the competitor it feared most, in writing

Two students from a discrete math class pitched YC on one sentence: stop tracking page views, track what people actually do. They named Google Analytics as the thing they feared most, and listed four startups already in the race. Read the application that became a $1.05B company.

The AI Startup Layoff Tracker (2024–2026)

We tracked 24 verified AI startup layoff events across 22 companies from 2024 through mid-2026. The reverse acquihire is now the dominant AI exit. Here's the full table, the pattern, and what it signals for founders raising in 2026.

Day 0: 84 SaaS Welcome Emails

I signed up for 84 SaaS products just to read the first email each one sends. Slack says almost nothing; Make hands you a playbook; Clay name-drops Anthropic. The whole board — every Day 0 welcome, side by side — plus the six plays worth stealing.

Tinder Pitch Deck

The deck that became Tinder wasn't called Tinder — it was "MatchBox, the flirting game." Ten slides, no team slide, no ask, no traction numbers. What it has is a specific human emotion named on slide 4 that makes every slide after it feel like the cure.

LinkedIn Pitch Deck

August 2004: ~900K users, no real revenue, and no "we're raising $X" slide anywhere. The deck Reid Hoffman used to raise LinkedIn's Series B made one idea — the network is the product — carry the entire pitch. Here are the eight moves, slide by slide.

Cruise — YC Application (W14)

Cruise applied to YC in 2014 as a $3,000 kit that bolted self-driving onto a car you already owned. GM bought it for over $1 billion and spent $10 billion more — until it all collapsed in 2024. Here's the original application, before any of that.

GitLab — YC Application (W15)

GitLab applied to YC in 2015 already at ~$1M revenue, growing 60% a month — and turning down a $10M acquisition offer. Six years later it IPO'd at ~$11B. Here's the actual application, reproduced word for word, with where it landed.

Dropbox — YC Application (S07)

Drew Houston got into YC with a screencast and a few paragraphs — and most of the company is already visible in the answers. This is the 2007 application, reproduced word for word, with where Dropbox actually ended up.

Airbnb Pitch Deck

Three guys, air mattresses, and 14 plain slides — the deck Airbnb used to raise its $500K angel round. Here's what it does that most decks don't, slide by slide, plus the original PDF.

Coming soon

This is MakersFuel, a brand new site by Shreyans Bhansali that's just getting started. Things will be up and running here shortly, but you can subscribe in the meantime if you'd like to stay up to date and receive emails when new content is published!

Get Makersfuel in your inbox

Makersfuel is the Makersclaw newsletter: a five-minute briefing for founders building with AI, with the tools, resources and reads worth saving, and what actually happened. Five mornings a week, Tuesday to Saturday.

Double opt-in. One click in the confirmation email, then Tuesday to Saturday. Unsubscribe from any issue.