Connor (@connor_daws) header
Connor (@connor_daws) profile picture

CEO @ ernd

San Francisco, CA
Joined June 2026
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we're in @ycombinator building a credit card we give enterprise deals without enterprise commitments by partnering with AI infra providers request a credit card: ernd.ai
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Last week, @wafer_ai served 12.4 trillion tokens on OpenRouter, more than any other independent open-weight inference provider. They’re also the lowest-latency provider of DeepSeek V4 Pro, with a 0.27-second TTFT. We’ve partnered with Wafer, and starting today, ernd cardholders get 10% back on Wafer inference paid with the card. Get an API key at wafer.ai And an ernd card for your business at ernd.ai
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compute for anyone not on 3yr contracts is impossible rn. all early-stage startups are getting priced out
you should scramble to get compute because I have a feeling it's about to get ugly
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Life is too short to not work with friends
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2/3rds of the way through batch and this has been one of the best experiences of my life. met the most motivated + talented ppl. everyone has their thing and u learn so much by listening to them. application is due tn. cant recommend it enough
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Consider this a sign. ycombinator.com/apply
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we put up 200 flyers around dogpatch/mission/soma if you see one and DM us a photo we’ll doordash you donuts!
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we're launching @ernd_ai in @ycombinator's F26 batch When we tried to get GPUs earlier in the batch, we were met with terrible deals or no capacity because we didn’t have enough size. Providers save their best pricing, limits and capacity for their biggest customers. So, we go to providers on behalf of everyone on the card. By paying with ernd, you get access to better rates and top-tier perks. Priority GPUs and inference are on the way!
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if any founders want a free vacation, dm me
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the autonomous Al hedge funds are pure theater esp since the benches for financial reasoning is just homework. the moment you give models a live execution book, they gamble or break we ran 5 models on a $10M book for 2 months: stitchlabs.ai/benchmarks/ter…
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The only model that beat the market (Sol) had forecasts at the level of random noise. it was just lucky Fable did have actual forecasting ability tho (but didnt beat SPY)
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yc pivot panel today: one of yc's biggest devtools companies came in doing imessage feedback for tide pods before building a code review empire. founders treats their batch thesis as sacred but speed to killing a dead v1 is a huge part of the game
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we used stitch + jev to make an agent time machine jev watches every token and decides when to checkpoint stitch stores KV cache at each location we can rewind, branch, and explore a different path without prefilling the saved context
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OpenAI's Navier-Stokes largely validated agent swarms. We've been working on the infra to make them easier/cheaper to perform. We ran 1000 agents to analyze the semis supply chain today: apparently qualification is the main concern. agent 140 also pitched a startup to agent 180
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