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Seed-Strapping

How traditional Venture Capital is being disrupted in the age of Ultra-Lean AI Native companies

Henry Shi's avatar
Henry Shi
Mar 25, 2025
∙ Paid

The Information just featured my controversial take on why traditional Venture Capital is being disrupted in the age of Ultra-Lean AI Native companies.

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Welcome to the world of Seed-Strapping, the most disruptive trend Silicon Valley has seen in years.

I told them about a founder who raised <$1M, built a $7M business in 12 months, and shocked his investors by telling them he will NEVER raise again.

While AI unicorns like Cursor and Harvey are grabbing headlines for raising hundreds of millions, a wave of underdog startups is gaining momentum.

They are raising once, becoming profitable immediately, and keeping 70%+ of their companies.

Let that sink in.

And if you think that's impressive, look at Cal AI, founded by Zach (who is just 17 years old).

He built a nutrition tracking app that is disrupting legacy giants by leveraging AI and innovative marketing.

Within 6 months of launch, he hit $12M ARR with minimal outside funding.

It's mind-boggling, when you compare this to traditional VC-backed fo…

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