The Agent Flywheel: Why Claude Code Picks Resend over SendGrid 9:1(improbabilityvc.substack.com)
improbabilityvc.substack.com
The Agent Flywheel: Why Claude Code Picks Resend over SendGrid 9:1
https://improbabilityvc.substack.com/p/the-agent-flywheel
Agents don't evaluate products. They pattern-match to training data. Every GitHub repo, Stack Overflow answer, and tutorial published before the training cutoff is an acquisition channel — running 24/7 across every model deployment worldwide. Supabase grew 1M → 4.5M developers in 12 months not because they out-marketed anyone.
Vercel's CEO explained what happened to Neon — technically excellent, arguably better serverless architecture — when Databricks acquired it: "Agents favor infrastructure well represented in training. Not reinventing the wheel with new query languages was rewarded."
I ran growth at W&B for 7 years and wrote up what this means for PLG growth — what's changed at each stage, why token-to-value is the new time-to-value, and the three compounding loops that make this a flywheel rather than a funnel.
Part 1 (the agents flywheel): https://improbabilityvc.substack.com/p/the-agent-flywheel
Part 2 (implmentation checklist): https://improbabilityvc.substack.com/p/the-agent-flywheel-ch...