Supabase

“So we can take Supabase, for example, which is the backend database to a lot of agent workflows and agent applications. That's growing 350% at hundreds of million dollars of scale, and they have virtually no salespeople. It's all inbound.”

“Most of the usage that we're seeing is actually coming from inside the enterprise.”

“So, 60% of YC companies now choose Supabase.”

“They just crossed nine million developers You know, last week when we first invested, it had under a million developers, and that was at the beginning of last year.”

“I built Nimbus with the same tech stack and that tech stack now is what is super base.”

“I thought at the time, again, to de-risk things, I thought, I'm going to build a, the most Y Combinator friendly team and apply for YC and that will help from a DevTool point of view. I think that's the pitch that actually convinced him he really wanted to go …”

“It's very clear to me. No, you don't half-ass it. You just go all in if you're going to do remote. We went completely async, and now, actually, I think it's a superpower for us.”

“Where we are is not in the build space. We're in the operate space. We operate the databases. So it's not just enough to launch something. You have to prove that you can operate it over, over many years and do it at scale. So there's this kind of moat that was…”

“We also leaned very hard into our community and the Pyeongchee motion. So that was good. Not trying to split our focus between Let's go up market really fast. We've just kept our finger on the pulse of the community and the PLG motion, even though we get a lot…”

“Product market fit often is just like a product positioning fit. Sometimes you can just change some things and that's all that matters. And there are some people in the world that want whatever you're building, even if it's a niche product, you just kind of ne…”

“So we're launching a product at the moment, and there's just no engineers on it. It's just a product person engineering it. And people say, oh, should we staff this up? And I said, well, absolutely not. They don't have an idea baked yet. And so it needs to be …”

“We could just kind of push things out and people would adopt them and we didn't have to worry about, you know, eight million developers trying something out on day one now.”

“End of 20, 24 was when the likes of Bolt and Lovable launched, and that was also And interesting, that was kind of the second tailwind. We thought we were getting DDoSed at the time, actually, because we just saw this customer launching lots and lots of databa…”

“And then phase three is largely from January this year, the likes of Cloud Code and Codex and everything that are just ramping up really, really fast. And these are the tools that are using more of the CLI MCP type workload, and we're seeing huge adoption from…”

“We had this idea that we'd only hire when we had a hair on fire problem for the first probably four or five years, and so we got to maybe 200 people with that mentality, or a 150 people with that mentality, and then we quickly had to change. Like halfway throu…”

“Our attrition is extremely low, but the leaning into the async culture has helped because everything's written, everything's recorded, everything's captured in Slack or Notion, or one of our sales meetings is ingested into our warehouses, and this kind of solv…”

“In fact, they'll discount anything you say anyway. So if you tell them, ah, you know, we're going to be a billion dollar company, they'll probably think, well, oh, well, they'll only be a five hundred million dollar company. You say ten billion, they'll probab…”

“Now, if an enterprise comes in and they say something that is also going to benefit maybe a thousand customers, then we'll add it. But if they say something that's bespoke to them, Then, of course, we'll just end up saying no because we really want to make sur…”

“And what we do is we measure those who don't respond, how much did their the usage growth and actually we know like quarter over quarter, it's 25% versus those who have chatted to a success person and that's a 125%. So we can see the incremental uplift from th…”

“Yeah, on the incremental uplift only, which I think is the big difference from what was traditionally done. You know, on a PLG motion, you could easily say, ah, get a salesperson and so on, like, reach out to anyone and then you pay them on, on the revenue gen…”

“At Databricks neon, which is their super base competitor, over 90% of the databases are built by agents, not by humans.”

“A database tool and like a knock on effect for that for YC company is Superbase has just seen like an explosion at the demand for databases, right? And the age was interesting is the agents are choosing Superbase as a default tool to like set up and host their…”

“Like, because if you like go out and read the documentation online, like Superbase has the best documentation is reasonable for the agents to assume that that's like the best tool to use.”

“Whenever someone asks how to set up anything that you need, some sort of backend, Firebase type of transaction, the default answer from all the LLMs is actually a Superbase.”

“I use Next.js for development, Supabase for database and authentication. I use Cream for payment processing, Vercel for hosting, Beehive to send my newsletter, Datafest for analytics for my websites, and I use ChatGPT For AI. That's my main go-to AI tool.”

“I'll say Lovable. And I'll tell you why. I think Superbase is benefiting by the trend of vibe coding. And Lovable is a bet fundamentally. It's in the front end monetizing on vibe coding. One of two things happens. Either vibe coding is a category or it's not. …”

“Everyone that's going to build a web app going forward is going to build on Supabase. It's, it is the default choice to how to host and manage Postgres in this world.”

“I think in terms of valuation aside, these are actually captain obvious bets. I think they're both captain obvious bets because this is where developers are going.”

“He goes, I was in the seed round of cognition. I was in Supabase and I was in Replit and I was just sitting there. I'm like, dude, you're a legend. You know, like he actually like hit all of the three most important startups that are being talked about right n…”

“So famously Supabase and Neon on the database side have had a massive sort of uptake based on the success of Curse and Lovable.”

“So my tech stack is Next.js mostly, and for mobile apps, it's React Native. With Expo, and I use also a boilerplate to start all my web projects called Shipfast from my friend Mark Lou. I use Supabase for the database every time”

“When you go to all these different apps, you go to Supabase, the most databases you see there were built by humans. You go to Resend, the emails were sent by humans or drafted by humans and then sent programmatically.”

“The particular example was like RLS rules and Supabase where debugging like an infinite loop for infinite recursion for the RLS rules was something that the models just really struggled with in a way that we didn't see for procedural code.”

“But I think Firebase is by far the easiest to use. Way easier than SupaBase. Many people like SupaBase because it's open source. We've tested both. Firebase is easier.”

“Supabase, you have a SleptOn one, and Greg, maybe bring them on the pod, because they're a great team, and their tool is amazing. Convex... I think these two are the best ones, and I enjoy both.”

“What's cool about Lovable is they have Supabase integrated. So it takes one prompt to get your backend set up. It takes one prompt to get your database set up. It takes one prompt to take your auth set up.”

“Now, Convex wins when it comes to real time stuff, right? So if you wanted to build a chat application or something where real time, like you need some sort of real time notification or you're building some sort of like collaborative tool and you need people t…”

“Now the reason why it's asking me to review this cause SQL is no joke. You can really destroy business writing the wrong commands”

“Superbase is doing that once a quarter, bundling all their news in one week a quarter to make as much noise as they can.”

“We have people that have launched real products just using Bolt at this point where they're like taking Stripe for, you know, subscriptions and like using Supabase to authenticate and like, you know, blah, blah, blah, blah, blah. You can a hundred percent buil…”

“Right now, like we actually recommend people to use Firebase or Superbase. They just kind of tend to be the ones that, that really work the best with Bolt. They have kind of off built in, they have real time data storage and synchronization.”

“So I think in the same way that cloud computing allowed solo entrepreneurs to pop up, the Vercel Supabase different things like that are allowing one engineer to run an entire, very complicated system.”