Loyal AI-native customers as a fundraising signal

A post argues that revenue scale is important but insufficient for fundraising, emphasizing team caliber and lasting loyalty from top AI-native customers. It calls these companies “kingmakers”: they can build tools themselves, readily try alternatives and influence other buyers. In the author’s view, enterprise pilots, services and discounts can generate revenue without proving product quality, while loyalty from these demanding customers is harder to manufacture. The post also argues that engineers sharing what they use and founders comparing notes can help bring in more customers.