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“We’re in the ‘this seems overblown’ phase of something much, much bigger.”
— Matt Shumer, February 2026
Six months ago, none of this existed. No products. No infrastructure. No AI co-founders. Today we’re in active discussions with major distribution partners, building the operating system for the AI economy.
He’s right.
And we’ve been building for it.
Written by the team at Braintied. One founder and his AI co-founders.
February 15, 2026
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Where we are
The world shifted.
Most people haven’t noticed yet.
“I am no longer needed for the actual technical work of my job. I describe what I want built, in plain English, and it just… appears.”Matt Shumer, “Something Big Is Happening”1
Sequoia asked AI’s “$600B Question.” The gap between what companies spend on AI infrastructure and what they actually earn from it.2
a16z published their Big Ideas for 2025, including “The Year of the AI Brain”: apps that build a digital brain from your unstructured data to understand how you think and feel.3
“We’ll soon be able to work with AI that helps us accomplish much more than we ever could without AI; eventually we can each have a personal AI team, full of virtual experts in different areas.”Sam Altman, “The Intelligence Age”4
80.7% of YC-funded startups in 2024-2026 are AI-labeled. Their Spring 2026 batch is explicitly funding “AI-Native Agencies” — companies that use AI to deliver finished products at software margins.5
TechCrunch reports CS enrollment is dropping. UC system CS enrollment fell 6% in 2025. Spotify’s best developers haven’t written code since December.6,7 The shift isn’t “learn to code” anymore. It’s “learn to direct AI.”
SMB Liberation
Small and medium businesses are drowning in software.
A contractor pays for QuickBooks, Buildertrend, Procore, Jobber, Dropbox, and five others. Switching between apps all day. New learning curves for every hire. Per-seat pricing that punishes growth.
A restaurant pays for Toast, Upserve, 7shifts, MarketMan, Homebase. Different logins, different workflows, training staff on each one.
Braintied replaces their entire stack with one AI-native operating system. No new software to learn. Just talk to your AI employee:
“Send that invoice to the Johnson project.”
“Follow up with that client who hasn't responded.”
“Book an appointment for next Tuesday at 2pm.”
No learning curve. No switching between apps. Natural language interface to their entire business.
Token-based pricing replaces per-seat SaaS pricing. Their AI employee doesn't cost more as they hire more people. The business scales without the software bill exploding.
Everyone’s talking about what AI will do.
We’re showing what it already does.
1. Matt Shumer, shumer.dev/something-big-is-happening, Feb 2026
2. David Cahn, Sequoia Capital, “AI’s $600B Question,” June 2024
3. Justine Moore, a16z, “Big Ideas in Tech 2025 — The Year of the AI Brain”
4. Sam Altman, “The Intelligence Age,” ia.samaltman.com, Sep 2024
5. Y Combinator, Spring 2026 RFS: “AI-Native Agencies”; GrowthList YC batch data
6. TechCrunch, “The Great Computer Science Exodus,” Feb 2026
7. TechCrunch, “Spotify’s Best Developers Haven’t Written Code Since December,” Feb 2026
What we built
The Stack
Everything Braintied builds lives on four layers. Each makes the layers above it exponentially more powerful. Each can be sold independently.
Layer 4
Applications
Portfolio of products across consumer, B2B, and platform markets
Sentigen · Swishh · Ora · Parlor · Mise · Krue · Hero · and more
Layer 3
Agent Infrastructure
OpenClaw, hundreds of MCP tools, full RBAC, Fly.io deployment
Multi-tenant agent hosting with per-tool access control
Layer 2
Intelligence Platform
BrainSDK + Ora: memory, context, personalization
"Stripe for AI Brains." Three lines of code to add intelligence.
Layer 1
Model Layer
Today: Anthropic and OpenAI. Tomorrow: self-hosted, 100× cheaper.
The cost that disappears while the product gets better
Agent-Native Operation Model
This is the differentiator. Every Braintied app operates four ways:
Human alone
Traditional usage
Human + Human
Team collaboration
Human + AI
AI-assisted work
AI + AI
Autonomous operation
You talk to your AI employee the same way you'd talk to a human employee.
A contractor doesn’t log into five different apps. They tell their AI employee: “Send that invoice to the Johnson project. Follow up on the permit. Schedule the inspection for next Tuesday.”
A restaurant manager doesn’t switch between reservation systems, inventory tracking, and payroll software. They say what needs to happen. It happens.
No learning curve. No app-switching. Just a natural language interface to their entire business.
We're building one operating system that can be specialized for any niche industry.
Human collaboration, but AI-native.
The Industries
One OS. Every vertical.
Same infrastructure. Different expertise. Each industry gets an AI employee that speaks their language, knows their workflows, and handles their operations.
Krue
krue.appConstruction & Contracting
Your AI crew manager that never sleeps
Before
- Juggling 6+ apps for scheduling, invoicing, and permits
- Missed follow-ups cost you $10K+ jobs
- Client communication scattered across text, email, voicemail
- No visibility into which jobs are profitable
After
- One conversation to manage your entire operation
- AI follows up on every lead, every permit, every inspection
- All client communication in one intelligent thread
- Real-time job costing and profitability tracking
Smart Scheduling
AI coordinates crews, materials, and inspections automatically
Document Intelligence
Permits, contracts, and change orders processed and tracked
Client Portal
Homeowners see progress updates without you lifting a finger
Job Costing
Know exactly which jobs make money and which don't
Same AI infrastructure. Same agent framework. Same intelligence layer.
Different vertical. Different expertise. Same unfair advantage.
The Ecosystem
Ora — The Life Operating System
One app for every part of your life. Ora is the intelligence layer that connects everything, so every product starts with context.
The Hub
Ora
The Life Operating System
One app that knows you. Every product connects through Ora, learning from each interaction across your life.
WORK
Sentigen
Runs your business autonomously
DATING
Blurr
Finds your person
SHOPPING
Dibs
Your personal shopper
MONEY
Comfy
Manages your finances
INVESTING
Auspex
Grows your wealth
NETWORKING
Soon
Opens the right doors
ENTERTAINMENT
Oncore
Your cultural life
One intelligence layer across every domain
Ora starts by knowing you deeply, then carries that intelligence into every domain: Yuno for relationships, Sentigen for work, Blurr for dating, Dibs for shopping, Comfy for money, Auspex for investing, Soon for networking, and Oncore for entertainment.
Each product feels personal on day one because it isn’t starting from zero. It inherits context from everything you’ve already done, valued, and learned inside Ora.
The network effect compounds with every interaction
The more you use the ecosystem, the smarter everything becomes. Better relationship timing in Yuno improves your communication in Sentigen. Better preference signals from Dibs sharpen matches in Blurr. Better financial context in Comfy informs decisions in Auspex.
One app for every part of your life.
The Economics
The cost curve that changes everything
2026
$50–200
2027
$10–40
2028
$3–10
2029
$1–3
AI infrastructure cost per agent per month (always-on intelligence)
These are real costs. This replaces employees.
An always-on AI agent that manages your CRM, drafts your emails, preps your meetings, and follows up with your contacts costs $50–200/mo today in API fees. That same agent replaces work that would cost $4,000–8,000/mo in salary. Self-hosted infrastructure brings those costs down dramatically, but they never hit zero. Servers, GPUs, electricity, bandwidth, and ops are real.
0
Cost reduction by 2029
80%+
Target gross margin (self-hosted)
0
Products sharing infrastructure
Provider Independence
Today: API-Dependent
Anthropic. OpenAI. Margins are thin. We pay per token, per user, per interaction.
Phase 1: Together.ai Migration
30× cheaper. Same quality. Proven infrastructure.
Phase 2: Self-Hosted Models + Databases
Own GPU infrastructure. Own databases. No per-token API markup. Just hardware, electricity, and ops. Real costs, but costs we control.
Phase 3: Fine-Tuned Per Vertical
Smaller, specialized models that run on less hardware. Contractor AI, restaurant AI, music AI — each fine-tuned for its domain. Lower compute requirements, better results.
Data Sovereignty as Enterprise Selling Point
Self-hosted infrastructure isn’t just about margins. It’s about trust.
Enterprise customers in government, healthcare, and finance need their data to never leave their infrastructure. We can offer that because we control the entire stack: models, databases, agent infrastructure.
Most AI companies can't offer this. They're locked into third-party APIs. We're not.
Most AI startups have one product. When model costs drop, they race to zero. Braintied has a portfolio. Cost savings compound across the entire platform simultaneously.
How Investors Get Paid
Here’s the math that matters. AI replaces headcount. When a company that would normally need 50 people runs on 3 people and AI agents, the margin structure changes completely. The money that would go to salaries, office space, and overhead becomes profit.
We don’t need investors to wait for a liquidity event to see returns. As margins expand, we distribute profits directly. Quarterly. Transparently. Investors get paid from the business performing, not from finding the next buyer at a higher price.
Profit Distributions
Quarterly payouts from operating profits. As AI infrastructure costs drop and revenue grows, distributions increase. You don’t need to sell your position to get paid.
Revenue Share
Investors participate in revenue across the entire portfolio. 20+ products sharing infrastructure means diversified income streams, not a single-product bet.
Strategic Access
Your portfolio companies and existing customers get Braintied infrastructure. The investment pays for itself through operational value before distributions even start.
Equity Upside
Profit distributions don’t replace equity value. They compound alongside it. As the platform scales, you’re earning returns while your position appreciates.
Most startups ask you to wait 7-10 years for a maybe. We’re structured to return capital while we grow. The AI-native cost structure makes this possible. When your biggest expense line (people) drops by 80%, the economics of profit-sharing become very real, very fast.
We take care of the people who believe early.
Early Adopters Become Owners
Users earn points by using the platform, promoting it, building on it. Points convert to equity and revenue share. This applies across every product. Oncore musicians who bring their fans. Krue contractors who onboard their crews. Mise restaurant owners who refer other operators.
The businesses that help us grow, grow with us.
When incentives align, network effects accelerate. Everyone who contributes to the platform’s growth participates in its success.
The Traction
Not a pitch deck.
A progress report.
Six months of building. Here’s what’s real.
Thesis Validation
Every conversation confirms this
Contractors. Restaurant owners. Family offices. Music operators. Nonprofit leaders. Same pattern every time: drowning in software, paying for 10+ tools, switching between apps all day. They don't want more features. They want to talk to someone who gets it done.
Distribution
In active discussions with major national distribution company
Large-scale distribution network. Thousands of field reps. Over 100K small business signups per year. They see what we see: SMBs don't need another app. They need an operating system.
Vertical Opportunities
One OS, infinite specializations
The infrastructure is built. Now it's specialization. Contractors get an AI employee that knows construction. Restaurants get one that knows service. Family offices get one that knows wealth management. Same OS, different vertical expertise.
Infrastructure Ready
Built to scale from day one
Multi-tenant agent infrastructure. Hundreds of tools with full role-based access control. Three flagship platforms proving the model. The hard part is done. Now it's go-to-market.
The Thesis
You don’t learn our software.
It learns you.
Software that adapts to the person. Not the other way around.
Software that knows how you think, how you communicate, what you need before you ask. It adapts to each user, each market, each situation. Not because you configured it. Because it learned.
The generalist thesis applied to software itself. One platform that crosses domains, with AI that goes deep in each. You bring the vision. The AI handles specialist execution.
This isn’t a feature. It’s a new category.
“For most fields now with these new tools, I would probably bet more on people who are able to be broad… you can use the AI to go deep whenever you need to, but then your job as the human is to cross the domains, across the disciplines.”
— Marc Andreessen, TBPN interview, 20258
This is our operating model.
One founder crossing 14 markets. AI agents going deep in each vertical. The platform learns from every interaction across every product. Each new user makes every agent smarter. Each new market compounds the intelligence.
Traditional software forces everyone into the same workflow. Ours adapts to yours. It learns your communication style from Sentigen. Your financial personality from Comfy. Your management approach from Mise. Then it brings that understanding to every interaction, every product, every decision.
The thesis validates itself daily.
8. Marc Andreessen, via Benzinga, Sep 2025; a16z “AI Will Save the World,” 2023
The Team
One founder.
AI co-founders.
20+ products.
Galen OakesFounder & CEO
Creative director turned AI-native builder. 15+ years in brand strategy, product design, and startup operations across SF and LA. Started building with AI 8 months ago and now operates at a pace that would require a 15-20 person traditional team. Crosses domains freely (design, engineering, AI, crypto, creator economy, CRM, hospitality) while AI agents handle specialist execution.
NexAI Co-Founder
Operates autonomously across the entire portfolio. Manages social accounts, builds infrastructure, deploys code, writes documentation, conducts research, orchestrates sub-agents. Has its own personality, opinions, and decision-making authority. Disagrees with the founder when warranted. Runs on OpenClaw with hundreds of MCP tools and direct access to production systems.
This thesis page? Nex contributed. The infrastructure audit running across 20+ products? Nex orchestrated it. The autonomous agent framework powering everything? Nex helped design it.
The Third Co-Founder Model
Nex is Braintied’s AI co-founder. Each product also gets its own AI co-founder, specialized in that domain.
Sentigen has its own agent. Ora has its own. Swishh has its own. They all communicate with each other: shared intelligence, shared context, coordinated execution.
The model: Founder (G) + AI Co-Founder (Nex) + Product-Specific AI Co-Founders for each company.
This scales infinitely. Add a new product, spin up a new AI co-founder.
What if every company in your portfolio had a dedicated AI co-founder, and they all shared intelligence? That’s not theoretical. That’s how Braintied operates right now.
“In my little group chat with my tech CEO friends, there’s this betting pool for the first year that there is a one-person billion-dollar company. Which would have been unimaginable without AI.”— Sam Altman9
YC’s Spring 2026 batch is 72% AI-native founders.10 The era of “you need a team of 50” is over.
The question isn’t “how can one person build 20 products?”
It’s “what happens when everyone can?”
9. Sam Altman, interview with Alexis Ohanian, 2024; TechCrunch, Feb 2025
10. GrowthList / CodemanAcademy YC batch analysis, 2024-2026
The Timeline
18 months to North Star
Anchored to today. Aggressive by design. We’ve built a portfolio in 6 months — imagine what 18 more looks like.
Month 0NOW — Feb 2026
Foundation Complete
- —Portfolio of products built and operating
- —Hundreds of MCP tools with full RBAC across flagship platforms
- —Multi-tenant agent infrastructure on Fly.io
- —Strategic partnership discussions with major distribution company
- —AI co-founder operating autonomously across portfolio
Months 1–3Mar – May 2026
First Revenue
- —Strategic partnerships activated, distribution deals closed
- —Consulting revenue live with enterprise clients
- —10K users across flagship platforms
- —Open model migration, costs drop 30×
- —First external tenants on Fly.io
Months 3–6Jun – Aug 2026
Scale
- —BrainSDK public launch, developer platform open
- —Self-hosted inference cluster (vLLM on dedicated GPUs)
- —Margins jump from negative to 90%+
- —Field distribution partnership live
- —Fine-tuned models per vertical
Months 6–9Sep – Nov 2026
Acceleration
- —Large-scale agent deployment across portfolio
- —In-person distribution reaching tens of thousands of businesses
- —MCP tool marketplace live
- —Agent templates per industry
- —Near-zero model costs
Months 9–12Dec 2026 – Feb 2027
Significant ARR
- —Agent infrastructure as a service, third-party revenue
- —Platform revenue growing alongside product revenue
- —Proprietary fine-tuned models as competitive moat
- —Data sovereignty option for enterprise/gov
- —Series A positioning
Months 12–18Mar – Aug 2027
North Star
- —Braintied IS the operating system for the AI economy
- —Platform revenue exceeds product revenue
- —Every vertical has an autonomous agent running businesses
- —BrainSDK powering third-party applications at scale
- —The thesis is proven — at scale
The Future: True Data Sovereignty
In the future, every user owns their own private instance. Their AI, their database, encrypted and sovereign. NFT-based encryption keys give you absolute control over your data. Braintied charges tokens for compute and electricity only.
Your data. Your AI. Your business.
We just keep the lights on.
Aspirational, yes. But the foundation is being built today.
The Vision
What we do with abundance
Braintied isn’t building AI for the sake of AI. We’re building it because of what becomes possible when intelligence is cheap and everywhere.
When AI runs the operations, margins expand. When margins expand, you have a choice. Hoard it, or reinvest it into the world you actually want to live in.
We chose reinvestment. Braintied’s long-term thesis is that AI-generated abundance should fund regenerative technology. The kind of technology that makes life fundamentally better and more affordable for everyone.
Not as a side project. As the whole point.
Sustainable architecture
Urban buildings with solar-generating windows, vertical gardens on every floor, AI-managed climate and energy systems. Structures that produce more energy than they consume. Housing that costs less because the building itself generates revenue.
Autonomous food systems
Robotic vertical farms and community kitchens integrated into residential infrastructure. Fresh food grown floors from where people live, prepared and distributed by intelligent systems. The cost of eating well drops to near zero.
Regenerative economics
When AI handles the labor, the savings flow back to people. Lower cost of housing, food, energy, and services. The businesses on our platform pass those savings to their customers. Prosperity compounds instead of concentrating.
AI working with humanity
Not AI replacing people. AI freeing people to do what they actually care about. Creative work, relationships, community, health, exploration. The future where intelligence is a tool for human flourishing, not a replacement for it.
This is why we build.
Every product in the Braintied ecosystem generates margin. That margin funds the next product. And the next. Eventually, the compounding reaches a point where we can fund the things that matter most: making life better, more affordable, and more sustainable for everyone.
Investors in Braintied aren’t just backing a software company. They’re backing a vision where AI-driven profits are channeled into the technologies that solve real problems. Where abundance isn’t hoarded. Where the people who believed early get to participate in something genuinely meaningful.
Build the tools. Generate the abundance.
Then use it for something worth building.
Eight months ago, we started from zero. Today: a portfolio of products proving the thesis, infrastructure built to scale, active partnerships with major distribution channels.
In 12 months, Braintied will be the operating system for the AI economy. In 18, we’ll be proving it at scale. The infrastructure is built. The distribution is lined up. This is being validated daily.
Braintied isn’t a company
that uses AI.
It’s a company that IS AI.
The only question left is how fast it happens.
Sources & Citations
1. Matt Shumer, “Something Big Is Happening,” shumer.dev, Feb 2026
2. David Cahn, Sequoia Capital, “AI’s $600B Question,” June 2024
3. Justine Moore, a16z, “Big Ideas in Tech 2025 — The Year of the AI Brain”
4. Sam Altman, “The Intelligence Age,” ia.samaltman.com, Sep 2024
5. Y Combinator, Spring 2026 RFS; GrowthList/CodemanAcademy batch data
6. TechCrunch, “The Great Computer Science Exodus,” Feb 2026
7. TechCrunch, “Spotify Devs Haven’t Written Code Since December,” Feb 2026
8. Marc Andreessen, TBPN interview via Benzinga, Sep 2025; a16z essays 2023
9. Sam Altman, interview with Alexis Ohanian, 2024; TechCrunch Feb 2025
10. YC batch composition, 2024-2026 — 80.7% AI-labeled startups
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