Sundar Arvind

The 1 person unicorn dream - Myth or Reality?

Hey All,

The thesis of a 1-person Unicorn has been going around since the emergence of LLMs and Agents. While I certainly see how an engineer can now do the work of 10, maybe 20 engineers, I'm still not able to see the path to a $1B company.

Being a founder of a venture backed startup, I can see how we can grow Mozart AI to $100m+ with < 10 employees. But given the way VC backed companies move in the AI world, it becomes increasingly harder to build without insane execution speed, for which talent is needed.

The recent $80M Acquisition of Base44 by Wix seems to sort of validate the argument, but $80m is quite far away from $1B!

What are your thoughts?

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