Airbyte

company on 5 shows · 12 statements across 3 episodes · said 42 times in 14 episodes since 2022

A Product Market Fit Show 20 Latent Space 9 the Y Combinator Startup Podcast 6 the MAD Podcast 4 the Startup Ideas Podcast 3

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A Product Market Fit Show 20Latent Space 9the Y Combinator Startup Podcast 6the MAD Podcast 4the Startup Ideas Podcast 3

2026 23 mentions in 3 episodes 8 per episode
2025 3 mentions in 3 episodes 1 per episode
2024 9 mentions in 4 episodes 2 per episode
2023 6 mentions in 3 episodes 2 per episode
2022 1 mention in 1 episode

every mention on every show, scene by scene, with the transcript →

12 statements about Airbyte, every show

No single company can build data connectors for every operational silo
“And also, the number of data silos and operational system that exists is just infinite. It just grows every day. And very hard for a single company to connect to all of those.”
Michel Tricot Mar 2, 2026 ▶ 3:44 He raised $150M with $0 revenue. Then hit $1M ARR in 4 months. | Michel Tricot, Co-Founder of Air... · PMF Show
Airbyte's primary competitor is homegrown internal systems built by engineering teams
“The biggest competitor is internal. So it's basically teams building homegrown systems and having to maintain them and just allocating a lot of their teams on that.”
Michel Tricot Mar 2, 2026 ▶ 4:08 He raised $150M with $0 revenue. Then hit $1M ARR in 4 months. | Michel Tricot, Co-Founder of Air... · PMF Show
Airbyte entered Y Combinator at the pure idea stage without a product
“Getting into YC, we were in an idea phase, which is, we knew what problem space we wanted to address, but we did not really have a solution yet.”
Michel Tricot Mar 2, 2026 ▶ 9:37 He raised $150M with $0 revenue. Then hit $1M ARR in 4 months. | Michel Tricot, Co-Founder of Air... · PMF Show
Airbyte turned down a VC term sheet right before COVID hit
“We said no to an offer before COVID hits and post-batch, I was just, man, what a bad decision that was to say no to that term sheet.”
Michel Tricot Mar 2, 2026 ▶ 15:32 He raised $150M with $0 revenue. Then hit $1M ARR in 4 months. | Michel Tricot, Co-Founder of Air... · PMF Show
Standardized marketing attribution software fails due to highly specific company logic
“With attributions, there is a lot of, like, business use cases that are so specific to how you run your business, to, like, intricacies of how you think about doing marketing, et cetera, that building a solution that works for everyone just is not enough.”
Michel Tricot Mar 2, 2026 ▶ 21:31 He raised $150M with $0 revenue. Then hit $1M ARR in 4 months. | Michel Tricot, Co-Founder of Air... · PMF Show
PRODUCT MARKET FIT Assertion Not checkable as stated
Airbyte conducted over 150 customer discovery calls during their early pivot
“So we did about 70 calls, I think, in the first months, and I think it increased, like, 150 over the next few weeks. But we talked to the users of, I don't know, like, Firestrand, Stitch, all the other, like, ETL, like, modern ETL, ELT platform.”
Michel Tricot Mar 2, 2026 ▶ 22:10 He raised $150M with $0 revenue. Then hit $1M ARR in 4 months. | Michel Tricot, Co-Founder of Air... · PMF Show
Open source wins because it eliminates both building and buying software
“Open source is very good when it comes to, like, the build versus buy, because In a way, it removes the build, but it also removes the buy. So as an engineer, you just take open source, you don't have to build, you don't have to buy, but you get the value out …”
Michel Tricot Mar 2, 2026 ▶ 24:11 He raised $150M with $0 revenue. Then hit $1M ARR in 4 months. | Michel Tricot, Co-Founder of Air... · PMF Show
Open-source developer tools must target individual contributors rather than executives
“So when you do something like that, you're not targeting execs or you're not targeting Directors. You're retargeting the people that are on the field having to do that, like individual contributor. And so what you need to do is to understand what community are…”
Michel Tricot Mar 2, 2026 ▶ 26:02 He raised $150M with $0 revenue. Then hit $1M ARR in 4 months. | Michel Tricot, Co-Founder of Air... · PMF Show
PRODUCT MARKET FIT Assertion Not checkable as stated
Airbyte halted core product development in 2021 to review community code
“We actually hit a good problem to have, but we hit a massive wall over the summer of twenty-twenty-one where the team was very small. We had, what, maybe 10 people in the team, and suddenly we were unable to build any type of product. Like, the community just …”
Michel Tricot Mar 2, 2026 ▶ 29:57 He raised $150M with $0 revenue. Then hit $1M ARR in 4 months. | Michel Tricot, Co-Founder of Air... · PMF Show
Open source's real enterprise value is data control, not cost savings
“The value of open source isn't just in the fact that it is free and that you have a community, et cetera. It's just that it gives you full control over your, one of your most precious assets.”
Michel Tricot Mar 2, 2026 ▶ 35:33 He raised $150M with $0 revenue. Then hit $1M ARR in 4 months. | Michel Tricot, Co-Founder of Air... · PMF Show
Open source startups should not count on community contributions for code
“In the case of Airbyte, they got a lot of connectors contributed from the community, but I would be careful on that one. Most cases, you shouldn't count on them, because the quality of the contribution may not be up to your standards, and then you have to deal…”
Nicolas Dessaigne Nov 26, 2024 ▶ 17:38 How To Start A Dev Tools Company | Startup School · Y Combinator
Polu: Airbyte's Notion connector output is not useful for AI models
“And the reality is that if you look at Notion, Airby does the job of taking Notion and putting it in a structured way, but that's a way that is not really usable to actually make it available to models in a useful way. Because you get all the blocks, details, …”
Stanislas Polu Nov 11, 2024 ▶ 45:15 Agents @ Work: Dust.tt — with Stanislas Polu

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