Whatever Matters

Whatever Matters

When Everyone's Building AI Agents, Build the Pickaxe

The AI gold rush is real. But here's the thing - most founders are panning for the same gold in the same streams.

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Narayanan
Oct 18, 2025
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Last week, I was talking to a founder who’d just killed their AI customer service startup. Not because it didn’t work. Because 47 other teams were building the exact same thing. The VCs he pitched literally had spreadsheets comparing features across competitors. When your startup becomes a row in someone’s Excel, you’ve already lost.

The smartest founder…

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