Thor Ernstsson

I've been in tech long enough to watch Stripe and Notion go from startup toys to enterprise infrastructure. Win the frontier first. The enterprise follows. "It’s just for startups" is a feature, not a bug. Cristina Cordova from Linear resurfaced this critique last week. Her response: It's "the starting line, not the finish line." She's totally right. Here’s what I’d add: A category isn't just a product - it's a new way of working that makes the old way obsolete. Instead of adding features to email, Slack created a category where work happens in channels vs. inboxes. Figma created a category where design happens in browsers, not desktop apps. Here's why "just for startups" is an incredibly strong signal that a new category will win: 1. Startups have zero switching costs and tons of urgency An enterprise takes 6-18 months to switch tools. A startup switches in 18 minutes. When you're burning $50K/month and have 6 months of runway, every tool either multiplies your velocity or dies. This selection pressure doesn't exist anywhere else. The frontier doesn't tolerate mediocrity. 2. Categories spread through people, not procurement That junior PM using your tool at a seed startup moves into leadership at a growth-stage company within two years. They don't evaluate vendors. They install what worked before. One operator infects an entire org. Discord went from "just for gamers" to the default community platform for countless startups. Airtable was "just a spreadsheet" before VCs started running entire funds on it. Large organizations have immune systems. They reject foreign objects. New formats are foreign objects by definition. They violate existing workflows, break departmental boundaries, and make current expertise obsolete. Startups don't have antibodies because they don't have institutions to protect. Of course, you can build enterprise-first and succeed - especially if you're solving problems enterprises already know they have. But if you're trying to create new categories that change how work happens, the frontier is often the clearer path. You're optimizing for the organism, not the immune system. That’s why "just for startups" isn't a critique. It's confirmation you're building something new.

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The hottest role in AI startups right now isn’t Forward Deployed Engineers. It isn't GTM Engineers. It’s Deployment Strategists. Decagon calls it an “Agent Product Manager.” Harvey calls it a “Solutions Architect.” Palantir Technologies has had versions of this role for years. And the salaries are climbing fast: - Decagon: $200k–$285k - Palantir Technologies: $120k–$200k - Figma: $150k–$260k - Ramp: $100k–$180k - Harvey: $190k–$260k So who are these people? They are usually pseudo-technical -- CS or engineering majors, or folks with technical work experience. Many come from 2 years in consulting, IB, or PE, then jump into startups to get their hands dirty. They are young, hungry, polished, and comfortable being in front of customers. What do they actually do? They make sure enterprise AI deployments succeed. A $100k+ deal does not survive on a nice pitch or a self-serve onboarding flow. It survives if the customer sees value in the pilot. That means: - Embedding directly with the customer - Designing prompt logic for specific workflows - Working with engineering to align integrations and data flow - Helping exec teams define their AI roadmap - Running feedback loops into product and GTM Why does this role matter so much? Because enterprise AI is messy. Integrations, data transfer, and adoption make or break a deal. Most buyers are using AI for the first time, and each has unique workflows. Deployment Strategists bridge that gap. They own the outcome. They are accountable for making pilots successful, which often means millions in revenue down the line. At Conversion, Sam Bochner has been leading this work for us. We are now thinking about scaling it into a full team. Because a few successful pilots can fund an entire department, and the cost of failed deployments is too high to ignore. Is this just a rebrand of customer success? Not really. Success is about answering tickets and renewals. Deployment Strategy is about going deep with a few enterprise accounts, extracting maximum value, and ensuring the pilot closes into a multi-year contract. Call it Agent PM, Solutions Architect, or Deployment Strategist. Whatever the title, this is becoming one of the most important roles in AI SaaS.

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With all the crazy acquisitions last week, we didn’t want to be left out of the party. Excited that Prefab has joined Reforge! AI has created the opportunity to “collapse the stack,” as Scott Belsky has said and enable “full-stack builders” as Tomer Cohen has written about. The result will be not only increased speed from Insight to Launch but, more importantly, better products. Since early this year, Reforge has been on a mission to build this platform: First, with the launch of Reforge Insights, which aggregates, analyzes, and acts on your customer data. Next, with the creation of Reforge Research, which helps you capture new insights with AI-powered user interviews and surveys. Most recently, with the closed beta of Reforge Build , which helps you explore and prototype ideas for your existing product. Prefab will help us fill in the final step: Launch. Launches are the last mile between your team’s best ideas and your customer’s experience. The entire Prefab team has joined us. I’m extra excited to reunite with Jeff Dwyer from our HubSpot days. In the coming months, Prefab’s feature flag and config system will be rebranded and integrated into the Reforge product suite, but you can start using it today.  More info 👇 https://lnkd.in/eqkryPdi

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Top 5 Raises of the Week 1/ Numeral raised $35m for their Series B led by Mayfield 2/ Factory raised $50m for their Series B led by New Enterprise Associates (NEA) 3/ Howie raised $6m for their seed led by True Ventures 4/ Gigi raised $8m for their seed led by Khosla Ventures 5/ MoldCo raised $8m for their seed co-led by Cantos & Collaborative Fund #fundings

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This is Jack Altman (yes, brother of Sam Altman), the founder of Lattice, a multi-billion dollar company. Now, he manages Alt Capital, a $150M early-stage venture fund. He recently recently went to origins inc podcast and shared hands downs some of the most valuable lessons for founders. Heres my top 6 things to bookmark and repeat to myself: 1. Why you should stop playing games you don't want to win: https://lnkd.in/djP5E7Hh 2. How to find the PMF: https://lnkd.in/dudJ5Neb 3. Why you should be obsessed with knowing your users inside and out: https://lnkd.in/dq9CXHZE 4. You shouldn't seek external validation: https://lnkd.in/dP8s37vn 5. Why you should think of it as an infinite game: https://lnkd.in/dVFt9R2f 6. How to use a small team as a competitive advantage: https://lnkd.in/dXe8r6TY Save this to come back later to study 🔥📩 Join my newsletter read by +45k founders and VCs: https://lnkd.in/dczX2bya

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