# Supabase: Winning the AI Agent Database Market

**Podcast:** Y Combinator Startup Podcast
**Published:** 2026-10-30

## Transcript

I'm genuinely excited about what the future could be for a lot of people.
The thing that I really love about Superbase is that I see a lot of entrepreneurship because of the platform.
I certainly think that it'll be the case that everyone in the world with access to AI will become a builder of some sort.
You can build anything, you can customize it, you want to make tweaks to some app, some UI, then you don't have to be beholden to someone.
I'm pretty pumped about 2027 actually.
Welcome back to another episode of The Light Cone.
Today we're joined by Paul Copplestone, co-founder and CEO of Supabase, the open source Postgres backend that's become the default database inside tools like CloudCode and Codex.
Supabase now has 13 million users and it's spinning up over a million databases a week.
Paul, welcome to The Light Cone.
Thanks for having me.
So to start off, you know...
Famously, YC gives you a t-shirt on the first day of YC that says, make something people want.
But increasingly, all of us are realizing it's make something agents want.
And your company really exemplifies that.
Something like 70% of the new activity is from agents.
Isn't that crazy?
Yeah, it's wild.
It's wild.
I think this year, especially, what we've seen in terms of the numbers, the inflection.
is just a huge shift towards agents.
Just so we can understand just how much you guys have grown, because it's kind of mind-moggling.
Yeah, like what are the numbers you care about and where were you like this time last year and where are you now?
I think this time last year, so yeah, we're 13 million signups now.
Probably 12 months back, we would have been around three perhaps this year.
Like revenue will grow, Forex, we've got...
Trying to think.
You've got like a million databases being created per week at the moment.
Over a million.
Yeah, yeah, yeah.
What was it this time last year?
I think actually if databases under management now are approaching 50 million and this time last year it was 8 million.
So it's just a huge, huge inflection.
What's been driving that?
First, people are building with abandoned software engineers.
Second...
I think that there are a lot more builders coming online.
So what was traditionally someone with a software engineering background is now becoming possible for non-engineers to actually build things on top of Superbase.
So this is a really big shift.
What have you guys actually done to facilitate or encourage this shift from, obviously software engineers are going to keep choosing Superbase, but...
How do you get the agents to come over in the first place?
Yeah, we largely have seen like three chapters in Superbase.
We started as a dashboard company, then we went to an API company, and now we're very much a code first company.
So we try to have the modalities that the...
agents really want to build with, which is code first.
They really want to use CLIs most of the time.
The other thing is just being chosen as a default in the LLMs, which I think we were a huge beneficiary of the timing of which we started to become a default choice for databases.
How much do you think being open source played a role in it too?
Because the agents love open source things.
You know, it's hard to know the counterfactual, but I think it was critical.
I mean...
Everything that we do is open source and it seems to have been a huge benefit to us.
And we do it in a very open source-y way.
Like we try to support existing tools.
It's not just super-based tools.
We support like Postgres is a very famous tool for the Postgres ecosystem.
And we help to maintain that.
So we kind of got sprawl across many communities.
I would guess that the agents actually really like open source because when something goes wrong, it can just look at the source.
Yeah.
Yeah.
I mean, I noticed the agents really like feeling powerful and they love data.
And there's nothing more frustrating than hitting a brick wall.
And then you don't know what's going on and you can't fix it.
I think it's going to be increasingly important as well, because now with, you know, security being so important, I think a lot of the, say, enterprises are going to want to inspect.
the source code to know that it's secure.
And if you've got closed source code, then you probably won't want to adopt them as a vendor.
Is developer even still sort of the core user that you're going after?
Or how do you think about it now in 2026?
Yeah, I think that the world where we're moving, and at least what we're seeing this year is like kind of builders.
Builders are coming online and it's...
like a crazy amount of people coming online the crazy thing about this year is usually when you're like our top of funnel our signups are accelerating and usually when this happens you see a lot of the other numbers start to decline activation conversion but actually this year all of them are kind of going up into the right which is a bit insane just because the models are getting so good at building and we're starting to see people who traditionally wouldn't have a software engineering background able to come and build things.
That's the distinction is like builder as in they might not be actually software engineers.
They might just be someone who needs to build a thing and they're just popping open cloud code and then it turns out files only get you so far.
Yeah.
And in some ways like This category of people have all these pent up ideas that they could never convince a software engineer to like help them build.
And now they don't have to convince anyone.
They've got all these ideas that they're churning out.
Software engineers still make up a huge portion, but the rate of the growth of the builder segment is pretty big.
Also, like, I don't know where the ceiling is on this one.
Like, I...
I remember our early investors were saying, PLG, product-led growth, it's going to tap out at this revenue and you'll have to start moving into this segment of the market.
And there just appears to be no ceiling so far.
And I can't see where it stops.
I mean, that was basically true like two years ago or one year ago, but definitely not true this year.
Yeah.
I was just talking to someone actually this last weekend, if it's the builder category, it's like a fintech founder just asked to his company if like...
over a billion dollars and um he's always been sort of product adjacent like studying math that like as an undergrad and sort of like kind of could pull together some ruby scripts but like always need an engineer to like build the software and now it's side projects he's just building his own stuff and he has all the knowledge from how to build a fintech company so he can actually build pretty sophisticated just like for his own personal finances like balance sheets and tracking software and knows how to like integrate in with banks and he's writing all the integrations from scratch and it's just like the kind of software that would never have been built even two years ago.
These are the perfect type of builder as well because like developers like me, I have very like developer focused ideas and things that I want to build but then you've got all these domain experts and they know exactly the niches of oh this is an unsolved problem in my niche and so they're actually able now to like dig right into those niches without having to convince someone else to join them.
I think you guys were talking about this, weren't you, in YC, like the profile shifting even from who you're bringing into the cohort.
I think that if you look at the sort of era of what, 2022, 2025, there's sort of this real shift thinking like, well, AI is coming and suddenly having software engineering as a core, you need a technical co-founder no matter what.
That was like a mega idea that...
you know really came to the fore at yc during that time period it's always sort of true but like sort of doubled down on that uh and then really in the last year we sort of said actually yeah builders like we're starting to see people who are able to like i mean the much harder thing to do is to know what to build you know being able to build is something that anyone can sort of have on tap now and that's actually a really cool thing like can you imagine all the things that never would have built exactly for what you said It's like, oh, we know that people would buy this.
We know that there's a problem here.
But at the margins, those people couldn't convince an engineer to work on it.
Do you have some examples, Paul, of apps that people have built on Superbase, maybe just for themselves, that are the kinds of things that would have never been built before?
Well, one kind of cool example was at our conference.
We had the conference here.
And afterwards, this guy from Brazil came up to me.
he's built an entire taxi app from his phone and it's kind of like a little mini uber for his local market and i just thought he's a taxi driver himself i don't actually know why he built it but the fact that he could build it and he came up extremely grateful and that he could do this and also like with the type of energy he's he was like 50 years old or something like that but he had the energy of a like teenager building suddenly which i think is kind of cool because now it's kind of getting to that stage where i i think it's a little bit there's so much uncertainty around like what is the future of work going to look like but in this category of builders there's that excitement of the future and that's really what I love about Superbase it's like something that people can come in and those who are uncertain now are discovering this skill set and these opportunities where previously they were just blue-collar workers these type of profile Harj, you've been building some of your own personal software recently.
Yeah.
Can you talk about what you've been cooking up?
It's just grown.
Yeah, it's sort of like the end of one stuff, but it's just grown out of getting really addicted to OpenClaw.
Actually, like maybe six months ago, now I'm embarrassed I said it.
I said like there was going to be no UIs and it was all just going to be like chat.
through my open claw but it turns out actually and i also was really determined not to use the database for a long time i just wanted everything to be in markdown um but yeah it turns out actually you hit a point where like a database is useful and you do need ui and so i've just been building that over the last couple of weeks in particular and so it's like um i mean i call it control tower but it's just like sort of every section of my life i know like i have like a ui to like triage all my email so i don't need to read my inbox um finances tracking like spending health i both like tracks my weights and my workouts and everything is all in like one place but i like the magic of it is Sometimes it's a mind-boggling thought, actually, is like I think about like the finance section of like my one app for myself is better, I think, is at least feature parity to Mint or Monarch or all of these things.
But in some ways, actually better because you can start doing really personalized context.
Like it can figure out what a transaction is by looking up in my, the name of my G brain to figure out who that person is.
Oh, like, I know that's like, and categorize it correctly.
And that was like a whole company, like several startups just doing personal finance.
And now you can just like build it.
for yourself and i don't need it to work for anyone else or like have anyone else's opinion on it it's just like kind of like my thing is like it's kind of awesome we see a lot of that one like where it's finance and health uh basically the two like ones where you want your own data so we see a lot of people doing that and syncing all the devices to to a single database is kind of a magic skill then you can like prompt it to like build these correlations across the correlations are really bad like again if you just take the health example it's like yeah all of that data is in like my toothpaste database but then it also has access to my calendar so it knows things like it's like oh like your weight i know your weight went up recently but like you were traveling so that's okay like you can just like get back on track um next week and it just has like this context that's really valuable i also found that as i started to use the personal agents like i'm getting a little bit paranoid that i'm putting all of like all of the like routines and everything and the CRM is becoming like boxed into one agent and so now I'm slowly extracting it out into one so that if I want to attach different agents on top then I know that like I can use any any agent so the CRM is another really critical one yeah that's why you guys are so valuable is like actually like it's like the It's sort of like the store of record.
The database is actually the thing that's valuable.
You want to own your own database and then build all the applications or agents on top of it versus having that all in someone else's database.
Which is a totally wild idea.
If you just think about the history of databases, it used to be the case that the world had only a relatively small number of...
very large databases run by like large companies and i remember like when sububase got started you kind of had this idea that they should be like really easy for everyone to like make a database and almost like didn't make sense at the time why so many people would want to do that because unless you can write code what can you do with a database and there's just not that many people who can actually like write code and build a personal crm like that like it's just like too much work for most people pre-ai like another example actually like where super is really valuable for me is like the other section i have is just like a file upload it sounds very simple but like any file i can sort of forward via email or just like dump it in this ui and then like my agent like figures out what that is and how it's relevant to my life and like what to do with it um but that's all being stored on superbase and so yeah in general it's just like superbase is actually going to end up having like all of the like data about my life in a single place and like i'm i wouldn't yeah i would never have thought about wanting a personal database I think a year ago because it wouldn't have made any sense.
But now I'd like, that's actually like the most valuable thing.
Yeah.
You have like an S3 compatible super based files thing.
And all my stuff is in that.
Oh, really?
Nice.
Yeah.
It's default in G brain.
Great.
Thank you.
Do you think this is the future, Paul, where like basically everyone in the world, not every developer, every person.
will have a super base database that has stuff about their life in it, their health, their finances, their relationships.
Yeah, we'd love that.
I mean, I certainly think that it'll be the case that everyone in the world with access to AI will become a builder of some sort.
Like you can build anything, you can customize it, you want to make tweaks to some app, some UI, then you don't have to be beholden to someone.
Of course, like we think of ourselves as an index company.
When we came into YC, we just focused on yc companies we wanted to win all yc customers and like now that was because we knew that we had to be there on day one when businesses were getting started the mission didn't change just the aperture has like increased significantly now as more builders come online we know that we need to service them which is actually a whole different problem to solve but kind of an exciting one significantly meaning like 10 million X.
Yeah.
Like, so what we launch now a million databases every single week.
But I mean, if you do some basic arithmetic, let's say with chat GPT, I think they said they've got 1.2 billion weekly active users.
And let's say all of them want to launch something every month.
That's.
1.2 billion databases a month.
And so that's like the scale that we're moving towards architectures that we need to have so that we can actually cater for that scale, which is something that has never had to happen before on the database realm.
Can you even do that with Postgres or are you going to have to build your own database engine to scale to 1 billion new databases per week?
I think, yeah, well...
If we could negotiate better with AWS, then maybe we could.
But it turns out that everyone wants computers at the moment.
And actually, I don't know if you need such a Ferrari for a lot of these workloads.
And we made an acquisition recently, Terso.
They've got an architecture that's compatible with Postgres.
And actually, it's compatible with SQLite as well.
I think SQLite's a phenomenal database.
provide this tier, which we call Superbase Spark, which is basically for these getting started workloads.
The idea will be the same.
You get started with the same experience.
You can scale up to petabytes.
So our tagline is kind of prototype to petabytes.
And we as a company need to make sure that we can provide for everyone.
And if they do scale up and their business keeps growing, then we make sure that they have a great time.
Yeah, that's something I was curious about how you think.
about this actually is like the classic sort of software company you start with you know maybe early stage startups like in a YC batch and then you sort of have one eye towards the enterprise and I feel like especially if you're a database company like pre-AI the conventional wisdom as well like you want to be Oracle so you got to get to the enterprise as quickly as you can because that's where all the money is and so you start building out like enterprise features you sort of leaning into SQLite is sort of going the opposite.
direction like how do you how do you think about it like are you sort of looking both ways yeah yeah we're having to do both which is like incredibly difficult um basically we've got two products that cater on the two ends so multigressor scale up to petabytes and then terso scale down to like these prototyping and sqlite type workloads so trying to do this uh at the rate of growth with like having to employ more people it's just even with ai is becoming or has been a real challenge, but a fun one.
So you ran a poll recently where people went from 10% of your engineers were writing 80% of their code with the coding agents.
And then that number recently got up to 60% in a matter of six months.
Like, how did that happen?
What's happening?
Like, you know, where's this going from here?
So we don't have an AI policy internally.
We just let...
people do whatever they whatever they want and we give them access to to whatever tools they they want to use and i think now it's just that they're convinced that the models can do so much better better work and so much more so the adoption has been crazy and yeah the the things that they're building internally are not just vibe coded type stuff they're pretty intense um and as we're like shifting into this uh like ai coded realm like just the amount of testing that we're doing and the tools that we're adopting for testing has been pretty useful to make sure that they actually know that the end result is going to be good.
Yeah, we're seeing that across the YC startups like Blacksmith Depot, Ubicloud.
They're all vertical because everyone's doing CI.
And the number of tests that you have are just through the roof.
Or a reptile for a review.
So that's pretty wild, honestly, to see.
It's just the models are good enough now.
And people spend enough time where they're like, oh, actually, this is quite good.
And people need to be convinced, especially engineers.
I mean, they might not.
At the start of the year, I've thought that it was very good.
And the models have gotten better, but also they're starting to see, oh, actually you can achieve some great things with these models.
And all the stuff with Navier Stokes and all these stuff, like convincing the market that actually, yeah, we can break new ground here.
So I think that's the world that we're moving towards.
And now people are convinced that this is the way that it's going to be.
You've seen Superbase like...
through three eras.
First, kind of like a dashboard company built in 100 days during YC, then the API company, and then now it's sort of this agent, make something agents want sort of moment.
Was there like one or two things like in each era that really jumped out at you?
It's like, oh, that was the thing that made us in that moment.
I think like those shifts happened.
So the first one actually, yeah, I think you're saying like, why would a database company exist when we came into YC?
It seemed like such a contrarian idea at the time, actually.
Yeah, yeah, yeah.
I think like we saw how hard it was to use a database, even for developers.
And so that dashboard first was like, oh, let's build a UI that looks like Airtable on top of Postgres because I actually loved Airtable as well.
I was like.
wouldn't it be cool if that was just a postgres database on the back end so um that one was just seeing that even software engineers struggled and then like when we moved to ai i think we talked about this on the other podcast the ai api um shift was because we had someone integrating with us and they we're like oh we want to launch lots of databases we need an api to do all of this and that was like 2021 maybe and it turns out that was exactly the right move for 2024 when the likes of bolt and lovable and all of these people started building on top of us then this year i just saw that actually no one's coming to the dashboard like no one no one visits dashboards anymore so um How are agents going to build?
In this one, I just kind of put out a product memo to the team that said it has to be code first, get native.
Superbase just has to shift to code first.
So if it exists on the dashboard, it basically has to work in lockstep in code.
Infrastructure is code, essentially.
And we re-architected a lot of the CLI and everything to work.
in sandboxes in code were you guys maybe too far back but were you ever inspired by parse another white yeah yeah yeah yeah parse and firebase i i liked both of those companies and it's funny these waves right because they did the back end and firebase acquired by google and parse by meta but in some ways i think they like blazed the trail for us to come along and actually have a legitimate database business because in 2014 it would have been ridiculous not to use RDS for your database.
Then they came along, Mongo came along, Mongo started moving to Atlas and a lot of these database companies kind of showed that you don't need to just use one of the three hyperscalers.
You can actually have a legitimate database company.
And so that...
that timing was crucial for us.
Yeah, Parse is sort of forgotten now, but it was actually a really well-built product.
They launched just when I was building iPhone apps for the first time, and it was quite nice to switch to a nice, restful API that I was trying to deal with.
These shifts always happen with inflection points, right?
So at that point, there were two things that happened in the market.
Somehow MongoDB convinced everyone that NoSQL was supposed to be an amazing way to store your data.
And the second was mobile.
And so we're fortunate that we had a couple of these waves as well.
And now we're right in the thick of it.
Yeah, I mean, this is what I was asking about, sort of like how you think about the enterprise early.
Because I think...
I mean, even if you go even further back, this is like Heroku was the first where it's like, hey, like just start with like the best developer experience and then scale up.
But it is actually can be quite hard to like scale up with people.
And I think like, you know, Heroku to.
i don't think could quite bridge that gap um to how do you keep people on you like as the apps get bigger and and need to be more performant etc etc but like historically every company's had to figure that out and like i know you guys are looking that way but you might not have to like honestly if the the market for just owning like i know call it zero to ten whatever like keeps expanding at this rate it's going to be huge yeah Well, we want it all.
So we might not have to, but we'll definitely do it.
And kudos to Heroku.
I think they popularized Postgres.
But at the time, Postgres was still pretty nascent and it still got some scaling.
limitations and so yeah we've had to wrap postgres and some tooling that will allow it to scale indefinitely but i mean i guess the analogy for you guys is more like aws was able to actually like get people early and like scale yeah and so do you yeah like what are the lessons maybe like how do you think about making sure you can scale infinitely the lesson i think that they i heard a stat and was telling me i might get it wrong so fact check me but something like 40 of aws's revenue comes from like startups that started on them and then scaled up and like that's the category that we want you know like we know that to convince people to migrate to from one database provider to another is near impossible and so we just want to be there on day one make sure that they have a great time and then make sure that they actually don't want to leave the same business model describing it's like basically the best business model on earth if you can get it but you get them on day one and then yes i scale with like the fastest growing companies in the world infinitely and you just do that for a generation and you become a generational business that's pretty much it yeah it's hard for us because what does day one look like that's rapidly changing so In the past, day one for me was always like YC customers.
And now day one is becoming like, okay, everyone's a builder.
What are they going to use?
What are the modalities?
How are they going to choose their databases?
These are tricky questions.
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Okay, back to the video.
It's kind of a different customer segment.
Like initially when you started, there was not an individual market for databases.
Like the idea of a database company being a direct-to-consumer business would have just like sounded like a syntax error.
But now you actually have two segments.
You have the like early stage companies that has this powerful straight business model, but you're also like selling directly to consumers or to their agents perhaps.
Yes, yes, yes.
Use cases presumably will not scale the way startups will, but they might just continue to use you for the rest of their lives because you're powering the app that runs their personal finance software or your taxi cab company or something like that.
And as their lives grow and they accumulate information, that is basically an index of our own growth.
So they just store more.
People are collecting more data.
This kind of prosumer market is essentially a good growth factor for us.
I guess, do you think about the personal agent world in that, through that perspective then?
If sort of coding agents want super based, that's very clear.
Like, do you think about the next phase as being, assuming we all have personal databases, do you need to do anything to make sure that it's easy for personal agents to talk to you?
Is that any different or is it basically the same thing?
Yeah, I'm very bullish now on personal agents after a week of my EA being away and me learning exactly what they can do.
And now I'm just kind of obsessed with the idea of building for personal agents.
And it's true that I said to our company, like we're code first, like we're building for humans that are doing code first, but actually we're doing it for agents.
Those humans pretty soon won't actually be interacting.
So like the way I've been building is I'm using dots.
I just sit on a phone call with it.
all the time and I'm chatting to it and saying, oh, can you make these changes?
And my kind of heuristic to make sure I'm building or dogfooding correctly is that I just don't look at the code and I don't allow myself ever to check the architecture.
except when I want to check that it's actually building things correctly.
But when I'm making these changes, I just want to talk to it and see what it can change.
One of us.
It's crazy as well.
It's doing some phenomenal stuff that I just, it feels like something out of a sci-fi movie from like two years ago.
But now, like I'm having so many of these moments that I'm just mind-blowing.
If you had shown someone this six months ago.
They would have just thought it was impossible.
Yeah, I was at your Superbase Select conference a couple of weeks ago, which is an awesome conference, by the way.
And I had this kind of crazy thought.
I was sitting there, and you were talking about all these awesome new features that Superbase was putting out.
And I was like, you know, if I was building an app on Superbase, maybe I wouldn't even care to understand all these awesome features myself.
I want to send my agent to Superbase Select to like...
Listen to all the awesome new features and figure out how to integrate them into my code base.
Oh, that's wild.
A truly virtual conference.
We should do that.
A conference just for agents.
For agents.
A conference for agents.
They all turn up live.
Live.
They can talk to each other, exchange tips on Facebook live.
Wow.
You can bridge it.
You can sort of airdrop the markdown files for everyone, but you have to be there in the audience to get it.
We'll call it the Artifactory.
Oh, man.
I quite like that.
We talked about before this, like there's just a bunch of things that you've been doing that like really make agents like you better, like error messages, you know, you know, what was that key insight?
And like, are there a bunch of other things that you're doing that kind of obvious on the one hand, on the other hand, like nobody's doing yet?
Yeah.
So like the error messages, yeah, I was at a DevTongst in a fast night and I was surprised that this wasn't so obvious, but we.
really dug into our error messages so that you can take a use case like oh i want to build an application and generally like develop a tung error messages at like 500 um something basic and you just know there's a problem but now you actually want the agents to like remedy themselves so inside the error messages you literally telling them how to fix this error or to go and read some docs to fix the error.
So a lot of it is just picking your use case and just trying to do these loops on improving your own error messages so that you can one shot basically anything that you want.
Yeah, that makes sense.
Basically, you know, if you're being used by an agent, the agent will encounter an error message.
In the past, a human would have to go Google that and do a bunch of stuff.
But here you can just say, oh, like you're just, you know.
out of iNode so you should probably go do this yeah because there's like two stages to winning the agents the first is being picked by the model and then the second is like if they get stuck you don't want them to switch away so guaranteed they'll get stuck at some point you just want to give them the tools to remedy so it's not actually that complicated they're smart enough now that they can figure out a lot of stuff but you do have to re-engineer a lot of what previously was just for humans and developers for agents.
Do you test your project, your product for agents?
Like, do you have agents like try to use Superbase and then like report all the...
places where they had trouble yeah yeah yeah all the different models we got an evals um website where we see which models are building the best and we got our own eval um suite internally we eval as well which ones are best just with postgres so that's interesting for the industry and build skills around it so that they can adopt them and actually develop with postgres so yeah it's a lot of testing and in fact pretty much now a lot of our engineering effort is going into like testing specific use cases rather than the building.
We want to think through how people are building and build suites around that.
Kerry, when you built Gbrain, you built it on top of Superbase.
Can you talk about how did you decide to build it on top of Superbase?
How was it like for you to be a user?
Yeah, I guess.
I mean, Gbrain was like a distillation of a bunch of stuff I wrote.
I first worked on Gary's List, which was like agentic.
It was like an agentic newsroom.
And I had to build up.
like basically a research system for RAG and for like policy and papers and it would like read every newspaper article about a given topic and then try to synthesize.
And then I took that and then distilled it into open source retrieval for OpenClaw.
Because the idea was like, okay, I had it in Rails and that was kind of like a Foxconn factory for agents.
It's like I treated every LLM call as very expensive and incredibly dangerous.
And then when I saw OpenClaw, it was kind of like Esalen.
It was just like a very different way.
for you to work with AI, because then it's like, oh, the AI is smart.
It's not trying to hurt you.
And then you should just let it do stuff and you should just give it data and capabilities.
And so I recognized.
A million tokens is actually an incredible working memory.
Like most human beings only have like seven plus or minus two things that they can keep in their head.
Whereas like a million tokens is like basically like three Harry Potter books.
But then even that is like a little bit limiting for the agents.
Like keeping the correct three Harry Potter books in your context in a given time is a real challenge.
So it felt like there was this thing in between for a company brain or like my personal.
stuff.
It's like, I have half a million markdown files on like every communication I've ever had.
And so this thing really does have context on me and everything that I care about.
But then at any given moment, like the agent, it might need like two pages or something.
It's a retrieval problem.
And so at that point, you know, at many, I think it's like...
30, 40 gigabytes, you need PG vector, you need Postgres, you know, you can do graph databases very easily in SQL.
And so that's what Gbrain is.
It's like, you know, rag retrieval plus like a graph database that creates like structure out of unstructured data.
And so it's like dynamic schemas, like a little bit like what I remember Palantir was back in the day.
And then, you know, the entire idea is that agents are much more powerful when there's sort of this intermediate thing where the agent can just say like, this is what I'm looking for and it'll traverse the graph.
It'll do all of the, you know, vector search and it'll come back and say like, here's a report and like load this into context.
And so that's what G-Brain is.
And then Superbase was just like very straightforward.
It's like...
I need hosted Postgres and I need it to be able to support like a 50 or 100 gig or 300 gigabyte, you know, database corpus really fast.
And it's been great.
Like, you know, the auto scaling works really, really well.
And now the funniest thing is like with browser use, like I use a side browser now for browser use.
And it's like, oh yeah, like OpenClock can go into Superbase and, you know, use the database or the new APIs you made.
And it just like managed it itself.
It can like self-manage.
Were you having to prompt it to like figure out the...
data structures like graphs or like RAG or anything like that?
I mean, what's funny is like, I remember going into Cloud Code and just saying like, use EXA and download and diarize every paper you can find in AI research.
Today I could use like Alpha Signal or something, but it's like, go and find every piece of research about RAG and graph databases and like, you know, text retrieval.
And then...
summarize it for like my use case, which is like, how do I help an agent get access to this stuff?
And then after it did that, it's like, oh, okay, well, here's how we're going to do it.
Yeah, I was at a dinner the other night on like the future of databases.
And one idea was like databases.
essentially are like a retrieval mechanism for data and you know you can put indexes so that they'll search across the data in certain formats so a graph or or rag and then one of them which was super interesting was just like putting an agent on a loop to create the perfect data structure for the search.
Like if you're searching this data set this many times and it's taking 10 seconds, then why don't you just put an agent on a loop to create a new type of index or like find the best index for returning that in less than a second?
I mean, dynamic retrieval is pretty clearly going to happen the second you have really, really smart code gen.
Yeah.
So, I mean, for now.
I mean, I use it for OpenClaw, so then I use my production instance, and then the traces from that, I extracted out like an eval data set.
And then I have a separate repo called Gbrain evals, and it's got 40 different categories of specific types of retrieval, retrieval efficiency, like cost efficiency, latency.
And then the cool thing about evals is then you can just tell the agent, like, loop.
you know just auto research and loop and anything that uh improves your stats on this eval like ship it into master on by default yeah and anything that you tried that didn't work write a markdown file that you know explains why you think it didn't work and then file it away in gbrain evals i use cappy there's a you know cappy has this concept of uh captains which is kind of like similar to grok bots bots and so you can just give it a context and so i have one that is always going that's like come up with new categories.
And I have another captain that's always going, that's like go through all the categories in evals and auto research and every single day try to find a way to improve our scores on our own internal evals.
And that's just going all the time.
It's a very, very primitive version of RSI for like a particular use case.
But I guess if you like go up one level of abstraction, you know, you could do that.
You're not for...
my use case, which is for OpenClaw or something.
It could just be for generically anyone's retrieval use case.
The only thing that changes is the use case and the traces and the data set.
You obviously know about evals and you can improve your software because you're wrapping this framework around it.
Do you think that in the future builders will have to actually know about these types of things?
Maybe not.
I mean, honestly, I feel like we're so early that...
you know, I'm just messing around and, you know, I like doing it in open source and someone else, you know, I hope someone looks at that and says like, oh, I can apply that, you know, like we're, I think we're literally coming up with the primitives on how to use this stuff right now.
Yeah.
I mean, I remember earlier in the year, you know, reading about Steve Yeggi's software factories and things like that, and then not being able to totally figure it out.
And it's like, oh, no, no, I feel like now I've cobbled together something that works for me at least.
Yeah.
Yeah, when we had Boris Turney here, his vision of the future of coding was more like you just talk to Claude like a friend and you don't have to know about evals and all this stuff and Claude just figures out how to build the thing that you have in your mind.
I've got this domain name, openusd.dev and it's because there's actually a file format called openusd and I collect domain names and then suddenly...
stripe and visa and everyone announced open usd and i was like oh i better put this domain to use now but i never had time to use it so i was chatting to the dot and it's like developed this like developer site with the ecosystem and everything and i was just chatting to it on my computer and then like as i was winding down my day i called it on my phone like as i'm getting to bed which sounds sus but i'm i promise i'm just checking in just coding with it and i was like saying i don't like the information architecture of how like the ecosystem links to the use cases can you make some suggestions and it did and i said okay yeah implement them and then 20 seconds later it said oh yeah okay i've done it do you want to refresh and i refreshed the site and it was really well written and everything was linking together and it's hooked up the seo type stuff and so i haven't done all the classic stuff that i'd have to do traditionally i've just been chatting to it and it really felt like one of those moments where i was i i sort of saw a glimpse of the future I mean, you can do that because you know what you want to build.
That's the thing.
Yeah.
So like, I obviously have a background in engineering, so I kind of know how to prompt it, but I'm trying to not say anything.
I'm trying not to like point it towards GitHub or anything like that.
And I'm trying to code like a normie or someone will do next year so that I know it's basically so I can dog food Superbase and know that, oh, is it going to have a good time with Superbase?
in one year's time yeah it's funny for boris to say like oh i just wanted to do it automatically and like certainly once it's into distribution like literally the model has it you know in its weights it can do it but until then it needs like some markdown or so you just like a lit like not even a lot of prompting like very small amounts of prompting it can just do it i we're entering this very strange moment in society i think we're like uh it sounds like rsi really is here and it's like going from like the 20 to 80 moment of like ai research is just happening um in sort of these inside these loops inside you know cloud code or codex or wherever it is and then simultaneous to that like society doesn't really have enough people like you paul who like know what to build and how to ask it.
And so it's like unstoppable force meets immovable object right now.
Like the capabilities of the models are like going parabolic.
And then the number of people who know how to actually have an impact on society with it is like more or less constant.
Yeah, and want to be kind of excited by it.
I think that's the other thing.
I think a lot of people are getting paranoid.
But I'm genuinely excited about what the future could be for a lot of people.
A lot of my previous startups were focused on like blue collar workers and like people who I was wrapping tech around a lot of people who just had to work a lot of their life, you know?
And I, the thing that I really love about Superbase is that it's, um, like I see a lot of entrepreneurship, um, because of the platform.
And so.
I can see this future where actually there is going to be so much more entrepreneurship and it's actually quite a fulfilling lifestyle for a lot of people.
So I'm pretty pumped about 2027, actually, as long as we can keep this cadence up and avoid a few crazy events, then it should be a fun ride for a lot of people.
We're seeing this moment where vertical SaaS founders actually are kind of struggling with raising Series A's.
You know, when you're subscale, like, you know, five to 10 mil ARR even, which like historically is a lot of ARR.
Like that's like a guaranteed series A even like nine or 12 months ago.
And today it's like, I don't know, people are kind of like not really into it for vertical, like horizontal and AI investments, like seems like it's a totally green light, but like vertical SaaS people are really struggling, but it's also sort of happening right at the moment where you can get to 10 to 15 mil.
you know often 25 30 mil 50 mil with like 10 or 15 people and so at that point like you're very profitable at that point yeah yeah yeah it was like if you got 15 people 2 million air up ahead and with 50 margins you're all making a million million a year i mean that's an amazing outcome for for a lot of people yeah And simultaneous to that, we just do a lot of office hours with people who do, like, they got the brass ring and then they're bummed out that they can't raise the Series A.
And so, you know...
many of my office hours there are just like, you're probably going to look back on this as a blessing because you don't need the money.
Like time was, you had to raise like $100 million to get to like $30 million a year in revenue because you just had to hire all these people and now you don't have to do that.
Yeah.
Yeah.
There's a real thing in startups, like the badge.
I mean, it was the same for me, like to get funding at the start, like felt like, you know, I was achieving something great, but actually, you know, to actually not fundraise now would in my mind be like oh that's achieving something great so like i'm a little bit envious of these companies that that are getting to that point yeah so i don't know i mean it's a super changing world but um your super base of all the companies has really been able to ride high through every single wave um do you have any thoughts for people as they try to emulate what you've done one thing that helps me sleep well at night is that it's kind of the lindy effect databases have been around for 50 years i'm i think they'll be around for another 50 years and this is one that at the end of ai no matter what i'm pretty certain there'll be databases so apart from that whatever you will like uh you got to choose categories that are very durable and if you're going to bet your entire life which is basically what i'm doing you choose the category that you feel is worth investing in.
I think the other one is like things are changing so far.
So we don't try to have all the answers as super base, but we just try to make sure that we're always adapting the fastest.
And, you know, for me, I've evaluated or like watched a lot of my favorite dev tools, the kind of start.
with the developer focus and then they always move up and they become very corporate and they kind of stagnate a lot and they lose that that love and from our point of view at least from my point of view companies like stripe for example they have this real like someone like a founder who just cares about like almost focusing on what the new ways of building are and so if you're like building for this next wave you just always need to be one eye on the future of what is next which is a very short timeline now things are moving so fast but um being super adaptable um and making sure you've got capacity within your team to shift very fast that's the thing that we're that we're focusing on for the next year i think that you've like maybe any specific things you've learned there like because you've had know maybe you had the initial vibe coding inflection point and then the opus 4.8 inflection point and just code gen like when the next sort of wave hopefully next like many inflection point hit for you but like are there things that you'll you'll do differently to be better prepared for it well first of all like dogfooding is one of the most important things at least from our um perspective so i'm always trying these tools with ours to know where are the gaps there's no better feedback than you getting stuck on your own tooling and then having capacity.
So we try to partner with with.
the key players in the space and this ecosystem play has been really helpful because they give us feedback on what they're building so that and we try to leave some capacity within the team which is also very difficult but so that when they have ideas we can we can give it a shot and not a lot of the bets actually win even when they seem like we're partnering together to do some new cool thing we actually don't know they might sound cool and we try them out and they they kind of flop but The ones that do work then end up meaning that we ride this awesome wave together.
That's a great note to end on.
Paul, thanks so much, man.
We'll see you guys next time.