Entrepreneurs First

Less than 48 hours left to apply for The Bridge, an 8-week residency program in the SF Bay Area starting April 2026. This past week alone i've met over 60+ founders, engineers, researchers in person in our founders houses in Munich and the countryside of Paris. I've learned about in silico drug discovery, rescue drones for coastguards, using solar panels to improve lifespan of satellites in orbit, PCB hardware, code review with agents... it was really cool. But more importantly, we made a bunch of offers to these founders to join The Bridge next April in San Francisco to actually build these massive companies with our help. We have a deadline to apply to our batch coming up this Monday December 1st. If you’re looking for a co-founder and ready to build something global, now’s the time - apply now (from the link in comments).

Some people rest on weekends. Others build demos. Which one are you? Munich delivered: 15 future founders, 6 demos - from drone-rescue AI to robotics for your workspace. And the best part? This video was edited by a tool Mohit Nandanwar built on the spot during the weekend. He’s shipping the final version soon. Stay tuned. 👀 If you see yourself in rooms like this, reach out to us. cc Anthropic

Until you ship something, you know nothing. I just had a Waymo ride with Thomas Lee Young (CEO Interface) who recently announced his $3.5M seed round led by defy.vc We talked about: • How they closed their first customer • Free trials vs paying customers and why it matters early on • How shipping a scrappy first version unlocked secrets • The feedback culture he’s built with his cofounder Aaryan Mehta • Their fundraising process and why they chose defy.vc The full episode is out now. Link in the first comment.

AI agents are getting incredibly smart. But they still don’t really know you. Having worked on consumer products powered by Open Banking (Cleo) and IoT data (Omnia), Massimo and I started onFabric at Entrepreneurs First because we believe something is missing: portable, user-controlled personal context for truly personal AI. Our belief has deepened as we use agents that show real intelligence but have gaping holes in their understanding of us e.g. ChatGPT does not know which restaurant I posted from last Saturday and Claude has no idea which book I just ordered. In real life, your preferences don’t develop in neat little boxes, one box for Google, one for Instagram, and one for ChatGPT. So why does your personal context stay siloed in Google, Instagram, YouTube, ChatGPT and every other app you use? You might use ChatGPT multiple times a day. But you also: - Post your trips on Instagram - Watch interesting videos on YouTube - Use Google to search, discover, and navigate the web Right now, each app sees a slice of you. None of them see the whole person. Fabric changes that. With Fabric, you can bring rich personal context from your Instagram stories, Google searches, YouTube watch history and more into AI apps like Claude and ChatGPT. So your AIs stop being clueless agents and start feeling more like friends who actually get you. Context that evolves with you. And moves with you. Not trapped in Big Tech or Big AI. Because you should be able to use many AI products all perfectly tailored to you, instead of being forced into using one or two products that lock you in with your context. Our vision is simple: just like Visa lets you pay anywhere in the physical world with one card, Fabric lets you sign in with your personal context anywhere in the digital world. If this resonates, sign up at onfabric.io. And comment “Fabric” to get early access to our beta. I’ll reach out and personally onboard you.

PolyAI is on track to hit $50m ARR by the end of this year by selling AI to enterprises. It's a Conversational AI platform automating customer service. It was founded in 2017 by Nikola Mrkšić, Shawn Wen, and Pei-Hao (Eddy) Su who met at the University of Cambridge’s Machine Intelligence Lab. It spun out of Entrepreneurs First and has since gone from strength to strength. Last year it raised $50m at a $500m valuation, and this year it's on track to surpass $50m in ARR. I had Cofounder and CEO Nikola Mrkšić on the Scaling Europe show where we discussed: 🚀 Future fundraising plans 👀 🚀 How they're selling to enterprises (in Europe vs US) 🚀 The future of voice technology and how good it can get and much more. Check it out by searching "Scaling Europe - Nikola Mrkšić" on Youtube or Spotify! The Scaling Europe show is sponsored by SurrealDB and Checkout.com