Eddie Wang

A quarter of YC's current batch have 95% AI-generated code. Jared Friedman said it straight: these aren't non-technical founders. A year ago they'd have written it all manually. Now they're not. I've been doing this for months with Windsurf and Cursor. The shift is real. But here's what nobody's talking about: the skill isn't disappearing, it's just changing. You don't need to write code anymore. You need to know enough code to spot when the AI wrote garbage. Diana Hu nailed it in their discussion - you still need taste. You need to read what the AI spits out and know instantly if it's solid or if it's going to cause problems in production six months from now. That's the actual barrier now. Not "can you code," but "can you judge code." Means the non-technical founder dream is closer than people think. But it also means the people who actually understand what good looks like are about to become more valuable, not less. https://lnkd.in/epMhucPE

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We, at Blitzscaling Ventures have invested in Ambiguous: AI agent teammates for business. Are they 1) AI agents helping my business, or 2) are they remote humans? We can't tell, it's Ambiguous! Today’s work tools assume either humans do the work, or AI replaces it. Ambiguous takes a different approach: AI coworkers that operate alongside humans in the same workspace, with real identities (each with Google accounts), shared context, and a full audit trail. Humans and AI collaborate on the same threads across Google Workspace, Slack, and more, making work feel less like automation and more like teamwork. The product is designed around product-led growth and virality (key to our investment thesis): AI coworkers naturally interact with other humans, spreading through shared threads, emails, and workflows. As teams add more coworkers and expand use cases, the platform compounds in value, moving from individual productivity to team operations and eventually enterprise-wide adoption. The founding team Ryan Waliany, Philip Lee, Dan Hsiao all worked together at a prior company Doorstead, brings a rare combination of deep technical skill and operating experience. We met the Ambiguous team through the a16z speedrun and were immediately impressed by their clarity of thought and ambition. We believe Ambiguous is defining a new category: not just AI assistants, but true AI coworkers that work like real teammates. We’re excited to partner with the team as they build the operating system for agentic work.

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The Headline family is experiencing incredible momentum, and today our portfolio company DeepIP is announcing a $25M Series B, bringing total funding to $40M.  This is the kind of company that doesn’t just add AI to a workflow, but it sets the standard for an entire category. The momentum speaks for itself: 1️⃣ 10x ARR growth in < 18 months 2️⃣ Trusted by 400+ law firms and leading corporate IP teams globally 3️⃣ 2M+ chats on the DeepIP platform We’ve had the chance to back FX (Francois-Xavier) L. and Edouard D., leading their Seed round with Headline. Watching them take on a problem as complex and high-stakes as patent work has been genuinely impressive. And working with them has been an absolute pleasure: these 2 are coupling very high ambition and humility. Tech built in Europe, but opening the US office very early and FX starting a life in NYC with his family with 0 hesitation in order to build a global category leader in the IP industry. What convinced me early is still what stands out today: patent teams don’t need another standalone AI tool. They need something that fits the way the work actually happens: documents, long-running matters, multiple stakeholders, and zero room for sloppy context handoffs. Big congrats to the whole DeepIP team + Korelya Capital, Balderton & Serena Proud that we’re doubling down at Headline and continuing the support for what’s next!

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