The Founder Initiative

By Adam ODonnellBusiness Entrepreneurship Technology Investing

The Founder Initiative episodes

August 12 How AI Agents Are Changing Engineering | Cursor, Temporal, Tailscale, Legora & Namespace.so
This episode is presented by Namespace.so, building high-performance cloud infrastructure for modern software development and AI-powered engineering.
Engineering leaders from Cursor, Temporal, Tailscale, Legora, and Namespace discuss how AI agents are rapidly reshaping software development. From generating hundreds of PRs and debugging complex systems to running long-lived agents in the cloud, the conversation explores what’s changing—and what isn’t—as AI becomes part of everyday engineering. The group dives into reliability, security, context, observability, and managing fleets of agents, while examining why systems thinking and human judgment may matter more than ever as writing code itself gets easier.
(Co-host)Namespace's Founder & CEO, Hugo Santos - https://www.linkedin.com/in/hugomgsantos/
Temporal Technologies's Director of Engineering, Yimin Chen - https://www.linkedin.com/in/ACwAAAwmUjcBTcOPTLnB5Cq6T7DPoQdcertQGMo
Legora's Director, Platform Engineering, Greg Bell - https://www.linkedin.com/in/ACwAAABMP8oBhtLWLYNuzRM0MrQjHIoHYypmIGk
Cursor's VP, Forward Deployed Engineering, Pauline Brunet - https://www.linkedin.com/in/ACwAAAXbWW8BYDDbSHlGjbN4CKkAGXaxsUJB0BE
Tailscale's Director of Engineering, Rhea Ghosh - https://www.linkedin.com/in/ACwAAADSrI4Blak2OHN5pdkscC_T_2otRzXDvd4
47 min
July 15 ($38M raised; a16z) Convey Founder, Rohan Chopra: What Happens When AI Stops Helping Employees and Starts Becoming the Employee? (A16z, Khosla Ventures, Pear VC invested)
- Convey, founded by Rohan Chopra, builds AI "teammates" that automate repetitive and inhuman business tasks, allowing employees to focus on higher-value, strategic work.
- The company has enabled over 1.1 million hours of enterprise work to be handled by AI, serving a range of customers from mid-market to large enterprises, including operationally intensive businesses.
- Convey's approach emphasizes giving AI agents distinct identities within organizations, enabling collaboration, auditability, and clear ownership of tasks, rather than just acting as personal assistants.
- The company recently raised $38 million in Series A funding led by Andreessen Horowitz (a16z), with continued support from Khosla Ventures and Pear VC, bringing total funding to $42.5 million.
- Rohan attributes Convey's success to a relentless focus on solving real customer problems, prioritizing durable revenue, and maintaining strong alignment with investors who share their long-term vision.
36 min
June 24 ($23M raised) Namespace Founder, Hugo Santos: #1 Startup Insight – Why Trust and Network Are the Real Infrastructure for Product-Market Fit and Fundraising Success (Backed by NEA & Susa Ventures)
Sponsored by Auth0 for Startups → 1-year free https://auth0.com/startups/vip Auth0 is an adaptable authentication and authorization platform that helps you secure your apps and AI agents. It delivers convenience, privacy, and security so you can focus on building a great UX.
FOUNDER PROFILE:
Hugo Santos, Founder of Namespace
https://www.linkedin.com/in/hugomgsantos/
- Namespace, founded by Hugo Santos (ex-Google), began by building an internal application platform to solve infrastructure pain points, eventually pivoting to offer a high-performance, low-friction infrastructure product for other companies.
- The company’s early growth relied heavily on leveraging Hugo’s professional network to build trust and secure initial customers, emphasizing the importance of relationships and reputation in infrastructure adoption.
- Achieving product-market fit was marked by customer loyalty—even during a major outage, Namespace did not lose a single customer, highlighting the strength of their customer relationships and support.
- Hugo shared key fundraising lessons: raising their seed round was easier due to strong networks and a clear vision, but Series A required a more structured, process-driven approach to control the narrative and manage investor perceptions.
- Namespace has raised $23 million in Seed and Series A funding, led by NEA with participation from Susa Ventures and other investors.
32 min
June 09 $100M Security Problems: 4 AI Cybersecurity Startups Pitch Tonic AI CSO Robert Lowry (
In this special Founder Initiative pitch episode, four cybersecurity founders pitch their startups live to Robert Lowry, CSO of Tonic AI and former security leader at organizations including NASDAQ and the Federal Reserve Bank.
Robert Lowry- https://www.linkedin.com/in/lowryrobert/
The conversation covers some of the biggest emerging enterprise security challenges around AI agents, shadow AI, runtime protection, memory systems, cybersecurity data infrastructure, and modern SOC operations.
Featuring:
* IceGuard — next-generation AI-native cybersecurity data infrastructure - Anders Holden, https://www.linkedin.com/in/andersbholden/
* Optimus Labs — agent defense and AI runtime governance - Nipun Gupta - https://www.linkedin.com/in/guptanipun/
* KeyCaliber — AI usage visibility and cybersecurity asset intelligence - Roselle Safran - https://www.linkedin.com/in/rosellesafran/
* Dyng/Pilot AI — AI memory and contextual learning systems - Ricardo La Rosa - https://www.linkedin.com/in/ricardo-larosa/
Instead of polished demos and sales decks, this episode captures real buyer reactions, live feedback, objections, and the kinds of questions enterprise security leaders actually ask before considering a product.
If you're building for CISOs, enterprise security teams, or AI infrastructure buyers, this episode gives a rare inside look at how technical buyers evaluate early-stage startups in real time.
17 min
June 03 ($70M+ raised) DOSS Founder, Wiley Jones: How to actually build an AI native company (don't miss this one)
Sponsored by Auth0 for Startups → 1-year free https://auth0.com/startups/vip Auth0 is an adaptable authentication and authorization platform that helps you secure your apps and AI agents. It delivers convenience, privacy, and security so you can focus on building a great UX.
FOUNDER PROFILE:
Wiley Jones, Founder of DOSS
https://www.linkedin.com/in/wileycwjones/
37 min
May 27 ($22M Raised) Sequoia India & Naval Ravikant-Backed TrueFoundry Founder Nikunj Bajaj: Balancing Short-Term Execution with Long-Term Vision
- TrueFoundry, founded by Nikunj Bajaj, is an AI infrastructure company building an "AI Gateway" that helps enterprises build, ship, and govern agentic AI applications, focusing on observability and governance for AI agents.
- The company has raised over $22 million, with pre-seed investment from Sequoia and India Capital, and Series A led by Intel Capital; notable angel investors include Naval Ravikant, Anthony Goldblum, Gokul Rajaram, Sian Banister, and Lenny Rachitsky.
- The founding team leveraged their experience at Meta and WorldQuant to identify a gap in the market: the need for a vertically integrated stack for machine learning and AI, similar to what large tech companies use internally.
- TrueFoundry’s go-to-market strategy focused on serving large enterprises from the start, building robust infrastructure before launching, and validating their approach through extensive primary market research and early customer conversations.
- The company’s north star metric is the proportion of an organization’s compute running on TrueFoundry, and their key advice for founders is to balance short-term market needs with a clear long-term vision, maintaining transparency and adaptability within the team.
Sponsored by Auth0 for Startups → 1-year free https://auth0.com/startups/vip Auth0 is an adaptable authentication and authorization platform that helps you secure your apps and AI agents. It delivers convenience, privacy, and security so you can focus on building a great UX.
FOUNDER PROFILE:
Nikunj Bajaj, Founder of TrueFoundry
https://www.linkedin.com/in/nikunj-bajaj-10476824
34 min
May 20 ($22.5M raised) Koah Labs Founder, Mike Choi: Internal Squad Operating System, Why End User Experience is the North Star for AI Ad Networks
Sponsored by Chargebee, subscription and revenue management → check out their startup offer: https://www.chargebee.com/startups
Mike Choi, Founder of Koah Labs
https://www.linkedin.com/in/mikejschoi/
- Koah Labs, founded by Mike Choi, is an AI-native ad network that helps AI applications monetize through sponsored experiences, focusing on tasteful ad integration for end users.
- The company was initially bootstrapped, pivoted to the AI ads idea after strong market pull, and quickly built and launched its first product in early 2025.
- Koah Labs has raised approximately $22–$25.5 million, with a seed round led by Forerunner and a Series A led by Theory Ventures; other investors include South Park Commons and AppLovin co-founder Andrew Karam.
- The company operates with a squad model, prioritizing end user experience as its North Star, while balancing the needs of publishers and advertisers.
- Mike Choi emphasizes the importance of founder well-being, rapid learning, and building trust with investors, which contributed to their successful fundraising and company culture.
26 min
May 06 ($650M+ raised) Temporal Founder, Samar Abbas: #1 Startup Insight – Give the Problem a Name Before You Solve It (Andreessen Horowitz, Sequoia, Index Ventures, Sequoia invested).
Sponsored by Chargebee, subscription and revenue management → check out their startup offer: https://www.chargebee.com/startups
- Samar Abbas, Founder of temporal.io
https://www.linkedin.com/in/samar-abbas-381997/

- Samar Abbas, co-founder of Temporal.io, shares the journey of building an open-source platform that ensures durable execution of code, allowing developers to focus on business logic instead of handling failures and reliability.
- Temporal.io originated from years of experience at companies like Amazon, Microsoft, and Uber, where Samar and his co-founder iterated on workflow and state management systems, eventually creating a new category called "durable execution."
- The company’s open-source approach led to rapid community adoption, with major companies like Snap using Temporal for mission-critical workloads, validating the product’s value and scalability.
- Temporal.io monetizes by offering a fully managed cloud service with a consumption-based pricing model, aligning customer costs with the value delivered.
- The company has raised significant funding, including a $300M Series D led by Andreessen Horowitz (a16z), with participation from Lightspeed Venture Partners and Sapphire Ventures, reaching a $5B valuation.
28 min
April 29 ($30M raised) Kintsugi Founder, Jeff Gibson: Building “Boring” Fintech for Global Tax Compliance—Why Trust and Customer Support Win in Massive, Overlooked Markets
Sponsored by Chargebee, subscription and revenue management → check out their startup offer: https://www.chargebee.com/startups Jeff Gibson, Founder of Kintsugi https://www.linkedin.com/in/jeffgibsonsf/?utm_source=chatgpt.com
- Kintsugi, founded by Jeff Gibson, provides an AI-driven platform that automates global indirect tax compliance (VAT, GST, sales tax, etc.) for internet businesses, handling tax calculation, collection, and remittance.
- The company targets SMBs and mid-market companies selling online, offering a simple, automated solution to a complex, high-risk compliance problem, resulting in high customer retention and low churn.
- Kintsugi’s founding insight came from the realization that businesses were paying more for tax compliance than for billing solutions, and that the market was underserved, especially for SMBs and mid-market companies.
- The company raised a $2M pre-seed round in September 2023 from angels, followed by an $18M Series A led by Vertex.
- Jeff emphasizes the importance of founder conviction, qualifying investors for deep understanding of the problem, and building trust with customers in a “boring but essential” fintech space.
24 min
April 23 ($5M+ raised) Lava's Founder, Mitchell Jones: #1 Startup Insight – The Power of Iteration, Tracking Micro Signals, and Staying True to Your ICP

- Lava, founded by Mitchell Jones, makes it easy for businesses to adopt AI-driven, measurement-based pricing, helping companies track usage and convert it into flexible pricing plans.
- Mitchell emphasizes constant iteration on the elevator pitch and product, using customer feedback and discovery calls to refine both messaging and features.
- The company’s core insight is that traditional seat-based SaaS pricing breaks down in the AI era, where usage—not seats—drives value and cost, requiring new pricing models.
- Mitchell shares lessons on founder discipline: focus on real customer pain, avoid feature creep by staying true to your ideal customer profile, and trust micro-signals and iteration to reach product-market fit.
43 min