The Ledger
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Lemkin: AI agents auto-selecting tools fueled rapid growth for Resend and WorkOS
“There are startups that have blown up in the last 12 months, like Resend instead of SendGrid for email, WorkOS and others where the agent just said to use them.”
Deeter: Stripe and Adyen will be multi-billion dollar successors
“Companies like Stripe and Adyen will certainly be multi-billion dollar successors.”
Lemkin: None of the five vibe-coded apps he built handle email scheduling reliably
“I have built five apps now. None of them get email or scheduling, right? None of them get it right. They all stop sending emails that are supposed to be sent every hour, every day, once a week, they all stop sending them.”
Bialecki: Email deliverability is far harder to solve than sending infrastructure
“When you get into messaging, the hard part is not so much actually sending an email. Like that's pretty straightforward. There's like, you could actually, you could do that yourself if you want. The really difficult part is getting it delivered.”