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Sushen was running a meal prep business doing everything by hand. Paying over $2,500 a month in tools to keep it running, none of them talked to each other. So he built his own system on Emergent instead, and canceled everything else. It's called Opsy AI now, processing $120K+ across every business running on it. Small businesses are 70% of global employment. Half of GDP. Almost none of them have ever had real software built for them. That's our bet.
Businesses have always adapted to the software available to them. For the first time, the person closest to the problem can build the solution themselves. We looked at 50k+ live apps operators have built and deployed on @emergentlabs, to understand who's out there building, and what it means for where all of this is headed. The full report is now live: https://t.co/FyqwWcqAB3
I'll be live on the MTS stream at 11:15am PT to talk about @Emergentlabs
We left our JSON parsing problem broken on purpose. Early on, models messed up structured output all the time. Half the AI coding startups back then were building fixes for it. We just let the model fail and retry. Bet that the next generation would solve it properly. And it did. That freed us up for the stuff that wasn't going away on its own. Agent memory. Orchestration. Coordination between agents. We're still building with the same instinct today. Don't fix what the next model's going to fix for you.
Most vibe coders don't actually know what they need until they're mid-build A simple CRM today. Payments tomorrow. A WhatsApp integration the day after. Rigid database schemas can't keep up, and that's where many of our competitors got stuck We made the right choice early on. Hands down, @MongoDB is the best database for agentic coding Broke down why we went with Mongo at MongoDB.local Bengaluru this week. Thanks again for having us @cj_mongodb, @MongoDB
There’s a lot being said about agents. We want to bring together the people actually building them. On July 11, we’re hosting Inside Emergent: Architecting Frontier Agents A closed-room gathering on memory, evals, orchestration, reliability, product trust and what it really takes to ship AI agents Invite-only. Curated for signal Apply here: https://t.co/FujwrIXDi8
Kunal + WhatsApp is going to be fascinating to watch One side has distribution at a scale few companies have ever had. The other has one of the sharpest minds on consumer psychology What a run. Congratulations @kunalb11 @miten & the team!
It’s been a minute. 2015–2018 - Exited FreeCharge. Spent time learning and investing. - Pondered about: Why can't trust be rewarded? Started with $1M of personal capital. - Launched CRED to reward people for paying credit card bills on time. 2019–2025 - Built a system run by a team that values ownership, judgment, and craft. - Grew from 0 to 17M members by aligning incentives with behaviour. - Built several products during COVID lockdowns. - Raised $900M+ from global investors. Did 4 ESOP buybacks. - Made Indiranagar and IPL ads slightly more interesting. - Received a full stack of regulatory licences. - Lost 35 kilos. - Scaled from 0 to ~$325M ( ~₹3,200 crore) in annual revenue across payments, lending, insurance, commerce, wealth, and credit cards. 2026 - First profitable quarter (yet occasionally asked what our business model is) - Raised another $900M from Meta in primary and secondary capital. - Announcing our 5th ESOP buyback. Today CRED is ready for its next phase. I am stepping back and @miten steps in as interim CEO, partnered with an incredibly talented team. He has been heading strategy and finance and suffering me since 2020. I’m stepping away from the operating role and will continue as a shareholder. My commitment doesn’t change. Just the role. Extremely grateful to our members, partners, regulators, and investors who made this possible. And to our board, Shailendra, Micky, Saurabh for their extraordinary conviction. Team CRED, I’ll still expect you to be a 10x version of yourselves. As for me, I’ll be joining Meta to lead WhatsApp globally. Meta comes in as a minority investor in CRED. No access to member data. While it’s come very far, the delta between WhatsApp today and its full potential is massive. I look forward to working with Mark, Chris, and the leadership across Meta for the next step in WhatsApp’s journey. Will, thank you for scaling something the world relies on quietly, and for making this transition smooth. Onwards.
This sums up everything you need to know about open source vs frontier AI.
@elonmusk @teortaxesTex won’t take that long
SpaceX が Cursor を買収するのは数年後には当たり前に見える動きだと思う 不可能なことをやろうとしてるときは、チームがソフトウェアを作るスピードが大事 AI コーディングはもはやエンジニアツールじゃない 一流企業がスピードアップするためのやり方になってきてる
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SpaceX acquiring Cursor feels like a move that will look obvious a few years from now. When you are trying to do impossible things, the speed at which your teams can build software matters a lot. AI coding is not just a dev tool anymore. It is becoming part of how the best companies move faster.
SpaceX has exercised the option to acquire @cursor_ai in an all-stock transaction with the goal of building the world’s most useful AI models. For the past few months, SpaceXAI has been jointly training a model with Cursor, which will be released in Cursor and Grok Build soon. We look forward to working closely with the Cursor team to advance our frontier AI capabilities
@SarvamAI、@pratykumar、@vivekragに大きなおめでとう🎊 これはインドのAIエコシステムにもっと必要なマイルストーンだ AIが消費される場所になるだけでなく モデル、インフラ、音声、言語、データ、インドスケールでのデプロイメント等、コア層も構築する必要がある インドで作られたAI、インド向け、そして世界へ まだ長い道のりだが、すべての本気の一歩が大事 Sarvamと皆を応援してるぞ
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Huge congrats to @SarvamAI, @pratykumar & @vivekrag This is the kind of milestone India’s AI ecosystem needs more of We cannot just be where AI is consumed We have to build the core layers too i.e models, infra, voice, language, data and deployment at India scale AI built in India for India, and from India for the world Long way to go, but every serious step counts Rooting for Sarvam and everyone building this future
Big day for all of us at Sarvam. I want to start by thanking my team for shouldering this mission with immense belief, urgency, and care. Reflecting on the last few years of the founding journey, my conviction has only deepened: - AI will be far more consequential than most of us realize even today - The value loops of this new world cannot be owned by a couple of companies - Country of India scale cannot rent intelligence. We have to build it ourselves We are going to push hard across every layer of the company, but the thing that excites me most right now is our shot at building frontier-class AI systems from India. We are assembling the team, the compute, and the deployment engine to make this happen. I also want to thank our new investors. HCLTech’s partnership opens joint opportunities to bring our research and platform to many of HCLTech’s clients - this is also a unique template to bring together India’s strengths. BVP brings to the team the rare combination of being at the forefront of India's biggest tech shifts for the past two decades while globally having partnered with category defining enterprise AI companies. Onwards
Human + Token Capital こそが AI ファーストの世界で人、企業、経済が勝つ方法だというのに完全に同意です そう、AI がコードを書く。そう、エージェントがもっと仕事をこなす。 でも大きな変化は、今や誰もが、どんな企業も自分たちの思考方法と事業方法をソフトウェアに変えられるってこと。 あなたの判断、美的センス、顧客の文脈、ワークフロー、失敗、学習—すべてが複利で増えていく。 エージェントはただの労働者じゃない ビジネスのメモリになるんです。 最高の企業は、人とエージェントが互いをより良くし続けるところになる 社内では全部門で同じシフトが起きてるのを見てます。文脈が一元化され、トークンが増えるほど意味のある成果が出るようになってる
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Hard agree that Human + Token Capital is how people, companies and economies will win in an AI-first world Yes, AI will write code. Yes, agents will do more work. But the bigger shift is that every person and company can now turn the way they think and operate into software. Your judgment, your taste, your customer context, your workflows, your mistakes, your learnings — all of it starts compounding. Agents are not just workers They become memory for the business. And the best companies will be the ones where people and agents keep making each other better We internally are seeing the same shift in every department, context getting centralized, more tokens leading to more meaningful outcomes
つまり、これからのすべての新しいモデルは政府の許可が必要になるってこと？ AI規制の転機。AIの世界のすべてのものは、世界が見たことのないものばかり。AIの未来を一緒に決めるにあたって、私たちは皆、深く思慮深く、慎重になる必要があります
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Does this mean every new model from here on would need a green lighting from the government? Watershed moment for AI regulation. Everything in the world of AI is something the world has never seen before. We would all need to be deeply thoughtful and deliberate as we decide the future of it together
The US government, citing national security authorities, has issued an export control directive to suspend all access to Fable 5 and Mythos 5 by any foreign national, whether inside or outside the United States, including foreign national Anthropic employees. The net effect of this order is that we must abruptly disable Fable 5 and Mythos 5 for all our customers to ensure compliance. Access to all other Claude models is not affected. We apologize for this disruption to our customers. We believe this is a misunderstanding and are working to restore access as soon as possible. Read our full statement: https://t.co/bwn0sximKZ
Claude Fable 5を @emergentlabsで発表 Anthropicの初のMythos級モデル、Opusより上 曖昧なアイデアを詳しく聞いて、一度で質問を済ませて、何時間もビルドを続けられる 今日からすべてのビルダーが利用可能、ウェイトリストなし
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Introducing Claude Fable 5 on @emergentlabs Anthropic's first Mythos-class model, a tier above Opus Takes a vague idea, asks the right questions once & builds for hours without breaking Live for every builder today, no waitlist
Claude Fable 5 is now live on Emergent Anthropic's first Mythos-class model, and the biggest leap in AI yet For the builds that were too complex, too long, too vague to hand off to a model You describe the idea. Fable 5 figures out the rest How is this different from every other model? A thread 🧵
AIは見物人が少なく、ローカルな重力がもっと必要だ Vibecityは、自分の街をAIビルダー、創業者、ビジネスの真剣な場所に変えることができる人々を支援する私たちの試みだ
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AI needs fewer spectators and more local gravity Vibecity is our attempt to back the people who can turn their city into a serious place for AI builders, founders and businesses
Most ambassador programs feel like a badge We wanted to build something with a real name, a real identity and a real mission So we’re launching VibeCity Emergent’s way of bringing AI building closer to the cities where the real impact happens
野心的でありながら同時に落ち着きのある気持ちにさせてくれる人は本当に少ない Manavはそういう人だった 明らかになる前から信じてくれて、ソフトウェア開発だけじゃなくビジネスオペレーションまで考えを広げるよう背中を押してくれた Executive Chairman として @emergentlabs に迎える @manav_garg が嬉しい この次のチャプターを一緒に作る人として、彼より良い人は想像できない
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Very few people make you feel more ambitious and more grounded at the same time Manav has been that person for us He believed before it was obvious and kept pushing us to think beyond software creation into business operation Excited to welcome @manav_garg as Executive Chairman @emergentlabs Couldn’t imagine a better person to build this next chapter with
これは特別な感じ ソフトウェアは常に人々を固定されたツールの中で働かせてきました。でも実際の仕事はメッシー、状況的で毎日変わります Sitesは仕事自体の周りにインターフェースを作れる未来を示しています @emergentlabsが@OpenAIとこれに参加できることに興奮してます
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This one feels special Software has always forced people to work inside fixed tools. But most real work is messy, contextual and changes every day Sites points to a future where the interface can be created around the work itself Excited @emergentlabs gets to be part of this w/ @OpenAI
Building apps has never been easier. With Sites, Codex can turn your work, ideas, and plans into an interactive website or app your team can explore, use, and share with a URL. Rolling out to Business and Enterprise plans, before expanding more broadly.
量子背景知識のない学生2人 + AIでGoogleの成果を上回った。 こんなアンロックは前代未聞！ このチャレンジにワクワクしてる。
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Two students + AI with no quantum background beat Google’s result. This kind of unlock has never existed before! Excited about the challenge.
RedpointのInfraRed 100に入ってます。 エンジニアだけじゃなく誰もがアイデアからソフトウェアを構築できるようにEmergentを始めました。 1年経って、AIエコシステムを支えている企業たちと一緒に認識されるのは、正しい方向に進んでいることを証明してくれます。 まだ長い道のりがある。
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We're on the Redpoint InfraRed 100. Started Emergent so that anyone with an idea could build software, not just engineers. A year in, being recognized alongside the companies powering the AI ecosystem validates we’re moving in the right direction. Long way to go.
The Redpoint InfraRed 100 is now live. These are the companies building the infrastructure that powers everything happening in AI right now, from world models and agent runtimes to the sandboxes, databases, and security tools agents depend on. Congratulations to this year's honorees! Read the full 2026 InfraRed Report: our state of the union on AI and cloud infrastructure 👉 https://t.co/Y1y94ZwI5B
