Everyone is building the next Travel AI. I'm betting on the world’s most trusted travel manager paired with the best AI team I’ve met. I can finally(!) say it: I'm joining Long Lake to lead product, partnering with @alextaubman and @rasmuswissmann
Today, Long Lake completed our $6.3B acquisition of Amex GBT. Long Lake acquires and transforms generational businesses with AI across the American services economy. Amex GBT is the travel partner for 17,500 businesses in 140 countries. Last year, Amex GBT booked 35 million trips for 10 million travelers. This marks Long Lake’s 40th acquisition, and our family of companies now employs nearly 30,000 people. We founded Long Lake three years ago with the thesis that AI is going to change every company, but there’s a large overhang between AI capabilities and how most businesses leverage AI tools. We partner with strong, profitable, and growing businesses to help them deploy AI and improve their customer service. Our first cohort of companies has doubled their EBITDA in less than two years through topline and productivity growth, all while increasing headcount. (We’re proud to say that we’ve never conducted a layoff.) We’re excited to share a bit more about what we’ve been up to.
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“to be honest” oh thank god. how long has that setting been off
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Subham Agarwal retweeted
Replying to @codyplof
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banger as always @max11free
New @20vcFund episode on 20sales just dropped with @max11free - pumped to give it a listen open.spotify.com/episode/01i…
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Everyone is building the next Travel AI. I'm betting on the world’s most trusted travel manager paired with the best AI team I’ve met. I can finally(!) say it: I'm joining Long Lake to lead product, partnering with @alextaubman and @rasmuswissmann
Today, Long Lake completed our $6.3B acquisition of Amex GBT. Long Lake acquires and transforms generational businesses with AI across the American services economy. Amex GBT is the travel partner for 17,500 businesses in 140 countries. Last year, Amex GBT booked 35 million trips for 10 million travelers. This marks Long Lake’s 40th acquisition, and our family of companies now employs nearly 30,000 people. We founded Long Lake three years ago with the thesis that AI is going to change every company, but there’s a large overhang between AI capabilities and how most businesses leverage AI tools. We partner with strong, profitable, and growing businesses to help them deploy AI and improve their customer service. Our first cohort of companies has doubled their EBITDA in less than two years through topline and productivity growth, all while increasing headcount. (We’re proud to say that we’ve never conducted a layoff.) We’re excited to share a bit more about what we’ve been up to.
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I hung up my boots at Ramp in December. The thank-you list is too long, but two in particular: @karimatiyeh for taking me under his wing and teaching me urgency, conviction, and thinking in bets. @eglyman for the masterclass on comms, marketing, and always doing right by his people
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If you want to work on the next $1 TN+ opportunity, my DMs are open.
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China is winning the AI race. So we raised $12M from @8vc to build thousands of new AI data centers in America. Here's what will make the AI bubble pop: Data centers are needed for AI. Every invoice to build a data center is hundreds of millions of dollars and thousands of pages long. The finance teams that need to approve these invoices are drowning. The entire AI race is being bottlenecked by human approval. AI should fix this. That's why we’re launching Kos. Kos is a team of AI agents that work the way humans work. Tag Kos in Microsoft teams, or get on a Zoom call. It doesn't hallucinate, and it has verifiable proof for it's work. Kos is purpose built AI for Datacenter, Energy, and Manufacturing Finance. Think Harvey but instead of for law, it's specialized for Finance. Book a demo here: kos.ai/ ------ We’re backed by the founders and C-Suite of billion dollar companies: Keith D. Taylor (former Equinix CFO), Dave Ferdman (CyrusOne Founder), Heather Paduck (STACK Infrastructure CFO), Matthew DeNezza (former Crusoe CFO), and @sk7037 (Stanford, OpenAI). Our institutional investors are @8VC, led by @AlexKolicich, XYZ (@fubini), MVP (Alex Li) ------ One more thing, I made a huge notion doc on everything I learned building my last company (SpotAI) to >$100M in sales and funding. I give away my secret framework to find the right market, my exact interview process, and how to close enterprise deals. If you want it, just let me know and I'll shoot it over :)
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Subham Agarwal retweeted
Anyone can get my friend’s real SSN from Claude I'm Terrified of my data in training sets. Emails in databases. iMessages harvested. Cant trust the cloud as AI is crazy good at hacking So I built Underdog for myself: on-device AI OS. Capable & 100% local. now my friends love it
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Subham Agarwal retweeted
If you would please consult the graph
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my fav interaction in recent memory was vc: "we are xyz firm, we incubated databricks" me: "what does incubated mean" vc: "they were in our office"
FWIW, lots of VCs also lie or overstate their background. More commonly they dramatically exaggerate their position in rounds/impact on portcos. We work in an industry prone to posturing. Let’s not make this about a specific demo.
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Subham Agarwal retweeted
My favorite San Francisco slur is "nontechnical" Or as I call it, "the n-word"
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Subham Agarwal retweeted
Engineers and CTOs on X: I wrote this for you. yegge.ai/essays/the-shape-of… Models and devs on X: I wrote this for you both. yegge.ai/essays/model-welfar… Enjoy. Or not. Some of you definitely won't. But I invite you to debate it. The world's changing very fast now.
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We put a model in front of your models so you can pick the right model while you model
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"persistent memory" = a word doc with notes on you "composable skills" = a word doc with instructions "artifacts" = files "context" = shit above the scrollbar man i could go on
Computer science people have developed an unintentional form of gatekeeping by virtue of being extremely bad at explaining/naming things, which results in simple concepts sounding far more complex than they are.
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Subham Agarwal retweeted
⚪️ New App: Slate — a voice journal built on one rule: nothing leaves your phone. 100% Apple, top to bottom. Transcription by SpeechAnalyzer on device. Reflection by the 3 billion parameter Apple Intelligence model on the Neural Engine. Storage in SwiftData. Swift 6, SwiftUI, Liquid Glass. Zero third-party code in the binary. There's no account. No analytics. No tracking. No third party SDKs. No network calls. The app is private because there is nothing to collect. Turn on airplane mode and everything still works. There's no server. You speak your mind and slate writes it down. It notices patterns and reads your week back to you in a summary every Sunday. The local model is an observer. It never replies or advises or comforts. When it has nothing real to say, it says nothing.
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Subham Agarwal retweeted
IMHO you lose the right to complain about your IP being stolen/distilled if your IP is built on the stolen collective IP of humanity.
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Subham Agarwal retweeted
Career wise, the comfortable choice is very often the wrong choice
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watching these guys just get after it has been such a treat. if you’re doing any creative work, give Mel a try!
If you’re a creative not using AI you’re fcked. Introducing Melius: the world’s first creative canvas for agents. Here’s how it works:
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