Portfolio Stats
Combined impact across all 7 startups
250M+
Total Users
$100M+
Combined ARR
10-100%
Monthly Growth
5 verticals
Categories
Investment Themes
Where the value is being created
Infrastructure Winners
OpenRouter (LLM routing), Koframe (AI growth teams), Upside (revenue attribution)
Voice AI Renaissance
OpenHome (smart speakers), OpenAudio (expressive voice models)
Real-World Applications
Glow (climate/solar), Favored (social app), Krea (creative suite)
Notable Quotes
Real quotes from the founders
"The internet is dead. It's not adaptive. It's not personal."
— Josh, Koframe
Timestamp: 06:35
"Scale is dead... Reliability is revenue."
— Eugene, Federous AI
Timestamp: 08:06
"Inference is a commodity."
— Alex Atala, OpenRouter
Timestamp: 20:56
"Would you use DoorDash if it only worked 45% of the time?"
— Eugene, Federous AI
Timestamp: 08:47
"AI agents succeed 45% of the time. Would you order DoorDash that way? Of course not."
— Eugene, Federous AI
Timestamp: 08:45
The 7 Startups
Real companies, real revenue, real traction
Krea
AI Creative Suite
AI Creative Suite
Diego Rodriguez • Co-founder & CTO
Generative AI platform producing 1M images/day for studios like Fox and Netflix. Building tools to find the "traffic" - what happens when you generate a million images per day?
Users
25M
Daily Generation
1M images
Team Size
8 people
Customer Example
Fox, Netflix
Key Highlights:
- 25M users with only 8 people
- Fox broadcast ad in 2 days from signup
- 1M images generated daily
- Raised $25M+ funding
"The internet is dead. It's not adaptive. It's not personal."
— Diego Rodriguez
Timestamp: 02:18 • Creative AI
OpenHome
AI-Driven Smart Speakers
AI-Driven Smart Speakers
Sua • Founder
Open-source, LLM-driven, fully jailbroken AI smart speakers with developer ecosystem. 10,000+ developers building voice applications. 500 free dev kits announced at conference.
Developers
10,000+
Dev Kits Announced
500 free
Applications
Hundreds
Market Position
3rd bestseller
Key Highlights:
- 500 free dev kits for conference attendees
- 10,000+ developers building
- Open source, LLM-driven, jailbroken
- Smart speakers = 3rd bestselling consumer product
"The smartphone was the number one bestselling consumer product last year and the laptop was the second. Pop quiz: What was the third? A smart speaker. 500 million smart speakers were sold last year. But why do they still suck?"
— Sua
Timestamp: 03:01 • Voice AI
Koframe
Personalized AI Growth Teams
Personalized AI Growth Teams
Josh • Founder
Giving every website visitor their own AI growth team. $20M generated for Europe's largest travel company in weeks. Only marketing tech company partnered directly with OpenAI.
Revenue Generated
$20M in weeks
Customer 1
Europe's largest travel company
Customer 2
India's largest enterprise ($400B)
Partnership
OpenAI direct partner
Key Highlights:
- $20M for travel company in weeks
- Increased CTR for $400B Indian enterprise
- OpenAI's only direct marketing tech partner
- Built autonomous coding agent #1 on GitHub
"The internet is dead. It's not adaptive. It's not personal. It's not truly living in a sense. Websites are all one-size-fits-all. And we're bringing that concept to life."
— Josh
Timestamp: 06:33 • Marketing AI
Federous AI
Reliable AGI, Not Smarter AGI
Reliable AGI, Not Smarter AGI
Eugene • Founder
Quorki 72B model without transformer attention. 1000x lower inference cost. "Scale is dead" - reliability matters more than intelligence. Action R1 agent beats Claude, Gemini, and OpenAI.
Model Size
72B parameters
Inference Cost
1000x lower
Training GPUs
Only 8 GPUs
Architecture
No transformer attention
Key Highlights:
- Quorki 72B: World's largest without transformer attention
- 1000x lower inference cost
- Action R1 beats Claude, Gemini, OpenAI
- Reliability is revenue
"Scale is dead and I'm not saying this just from my own opinion like we are burning billions into making AI models bigger but at the same time the DeepMind founder and CEO is saying compound AI agents errors will take more than 10 years to fix."
— Eugene
Timestamp: 08:06 • Foundation Models
Upside
Forensic Revenue Attribution
Forensic Revenue Attribution
Jonas • Co-founder
Using LLMs and knowledge graphs to fix sales/marketing data mess. Forensic analysis of what actually drives revenue. 100M daily users from previous Branch experience.
Previous Exit
$5B (Branch)
Past Users
100M daily
Technology
LLM + Knowledge Graphs
Focus
Revenue attribution
Key Highlights:
- Forensic revenue attribution with LLMs
- Fixing sales/marketing data mess
- Knowledge graph powered
- 100M daily users from Branch experience
"Using LLMs and knowledge graphs for forensic revenue attribution - fixing the mess that is sales and marketing data."
— Jonas
Timestamp: 09:20 • B2B SaaS
OpenAudio (Fish Audio)
Most Expressive Voice Model
Most Expressive Voice Model
Sua • Founder
S1 instructible voice model with emotional control. $5.5M ARR in 4 months (400K to 5.5M). $100M valuation. Most expressive voice AI model.
ARR Growth
$400K → $5.5M (4 months)
Valuation
$100M
Model
S1 instructible voice
Differentiation
Emotional control
Key Highlights:
- $5.5M ARR in 4 months
- $100M valuation
- S1: Most expressive voice model
- Emotional control capabilities
"Personal story: Building AI companions after girlfriend cheated. Most expressive voice model with emotional control."
— Sua
Timestamp: 14:26 • Voice AI
Glow
Solar Incentive Protocol
Solar Incentive Protocol
David Vorick • Founder (Siacoin creator)
Crypto-based solar incentive protocol. $30M raised. World record: $10M on-chain revenue in single day. Real-world application of crypto incentives.
Funding
$30M raised
World Record
$10M revenue in 1 day
Founder Track Record
Created Siacoin
Use Case
Solar incentives
Key Highlights:
- World record: $10M on-chain revenue in one day
- $30M funding raised
- Solar incentives with crypto
- Founded by Siacoin creator
"World record onchain revenue: $10M in single day with solar incentive protocol using crypto."
— David Vorick
Timestamp: 16:44 • Crypto/Climate
Favored
World's Most Engaging App
World's Most Engaging App
David • Founder
Social app with $100M annualized revenue. Fastest growing company. 250M users generating $20M/year. Engagement metrics that blow away competitors.
Annualized Revenue
$100M
Users
250M
User Revenue
$20M/year
Growth
Fastest growing
Key Highlights:
- $100M annualized revenue
- 250M users
- World's most engaging app
- Fastest growing company
"World's most engaging app scaled to $100M annualized revenue, fastest growing company."
— David
Timestamp: 17:30 • Consumer Social
OpenRouter
First & Largest LLM Marketplace
First & Largest LLM Marketplace
Alex Atala • Co-founder
Single API for all LLM models. 10-100% monthly growth for two years straight. Inference is a commodity. Model routing marketplace connecting developers to every AI model.
Growth Rate
10-100% monthly (2 years)
Market Position
First & largest
Business Model
LLM marketplace/routing
Philosophy
Inference is commodity
Key Highlights:
- 10-100% monthly growth for 2 years
- First and largest LLM marketplace
- Single API for all models
- Inference is a commodity
"Inference is a commodity. We're growing 10-100% every single month for two years."
— Alex Atala
Timestamp: 20:56 • AI Infrastructure
Key Takeaways
What we learned from HF0 Residency
Real Revenue Over Vanity Metrics
These startups have real revenue ($100M+ ARR combined) and real users (250M+). No fake it till you make it - they made it first.
Infrastructure Plays Winning
OpenRouter, Koframe, and Upside are all infrastructure picks helping other companies use AI effectively.
Voice AI Renaissance
OpenHome and OpenAudio prove voice AI is having a moment. Smart speakers are the 3rd bestselling consumer product for a reason.
Reliability Over Intelligence
Federous AI argues scale is dead and reliability matters more. Would you use DoorDash if it only worked 45% of the time?
Source: HF0 Residency Demo Day • Video ID: L8-5ezsoI5A • Duration: ~22 minutes
Full transcript analysis with verified timestamps and real quotes from founders.