“I don’t think we’re really changing the world. I think the world is changing,” said Nimrod Lehavi, describing the company he had just raised money to build.
It is an unusual thing for a founder to say on the day he announces a funding round. Lehavi’s new venture, Inevitable AI Group, is disclosing a $6 million pre-seed led by Aleph, the Tel Aviv firm that was an early backer of monday.com and the accounts-payable company Melio. The plan the money funds is blunt: take large software companies worth between one and ten billion dollars, rebuild their products from scratch with AI, run each one with a single founder and no staff, and undercut the originals on price.
“It’s cloning and improving the product completely,” Lehavi said of the model in an interview, building each one “from the ground up” to be AI-native. The company describes itself as a venture studio. Since launching in January it has put out five ventures by the count in its press release, though Lehavi put the number at “eight or nine” when we spoke. The target is roughly 50, with “dozens more by year-end.”
Lehavi is candid that he is riding a wave rather than making one. “I think most of the so-called AI companies are just riding the wave,” he said. “The rest are enjoying that a lot.” He puts his own studio in the same bucket and traces a straight line from his last act to this one. “I’m just like the fire starter guy,” he said. Once the fuel was crypto. Now it is AI.
The crypto chapter is why Aleph took his call. Lehavi co-founded Simplex, one of the first companies to let exchanges and wallets sell cryptocurrency by card with fraud and chargeback protection underwritten on every transaction. Payments processor Nuvei acquired it in 2021, in a deal contemporaneously reported at around $250 million, though Lehavi and Inevitable AI’s own release both put the figure at $300 million. His Simplex co-founder and now chief operating officer, Ofer Bar-Or, spent three decades in semiconductors and telecom before this; the company says he is also a graduate of Israel’s elite Talpiot military technology program.
The raise, Lehavi said, was an accident. “It was kind of by mistake,” he said. He had wanted to bootstrap. A friend who was Simplex’s first investor insisted on writing a check anyway, others followed, and Aleph came in on top. “Instead of doing one or two companies, we’re going to do 50 companies.” Aleph’s Eden Shochat, one of the firm’s partners, supplied the line that frames the bet in the announcement: “SaaS isn’t dying, it’s being reinvented. AI gives customers the ability to create tools tailored to their needs on demand.”
The one-person software company
“There are no more excuses,” Lehavi said. “You don’t need to wait for a partner. You don’t need to find CTO. You don’t even need to find an investor.” Two of his founders, he said, had “never written code,” and they run live products with paying customers. That is possible because of “vibe coding,” the year-old practice, named by former Tesla AI director and OpenAI co-founder Andrej Karpathy, of writing software by describing it to a model in plain language. One estimate already sizes the market at $4.7 billion.
Inevitable AI industrializes it. Each product is built to match its target in about six weeks. It ships with a chat box that can take actions, not just answer questions, and plugs into the Model Context Protocol, the standard Anthropic released in late 2024 for connecting AI agents to software. The headcount is the hard-to-believe part. “We don’t really have employees,” Lehavi said. Asked whether every product runs with no one but its founder, he did not hedge. “All of them are created by Claude or OpenAI,” he said. “No human employees.”
He is not the only builder describing this. “Our chief product officer vibe coded a full remittance application on the Open Money Stack API in like five hours,” Marc Boiron, chief executive of Polygon Labs, said on the On The Margin podcast. “The next batch of victories will probably come to small groups of people orchestrating larger teams of AI agents to get their things done,” Ben Goertzel, founder of SingularityNET, said on the same podcast. Lehavi says he has done it himself. Cloning one product, he said, “took 24 hours between me deciding it and having it launched.”
That collapse in the cost of building is the same force behind a year of AI layoffs across software companies, and the reason vibe coding went from a curiosity to a category.
Built to be bought
The incumbents are being repriced at the same time. A software selloff dubbed the “SaaSpocalypse” wiped an estimated $285 billion in valuations over two days in early 2026, on fears that AI agents would hollow out per-seat pricing. Monday.com, a company Aleph helped build, fell about 21% in one February session and finished the first half of the year down roughly half.
Lehavi thinks the repricing is permanent. The cost of these products is “going to be reduced by 90 to 95%,” he said. “It has to be very small teams, mostly AI, super cheap.” A tool that costs a company $100,000 a month is worth rebuilding in-house, he said; one that costs $100 a month is not. That leaves the incumbents one move. “They will be anxious to buy very small teams of AI first companies as the ones that we are producing,” he said. “We’re not shy about it.”
For an incumbent watching its stock get hammered, Lehavi said, “the natural move is to buy a very small company with a similar product.” It is not a hypothetical exit. Since 2024 the largest technology platforms have spent an estimated $20 billion-plus hiring away the founding teams of AI startups through licensing-style “reverse acquihires,” including Microsoft’s $620 million deal for Inflection AI. Aleph has recent form of its own: Apple bought its portfolio company Q.ai in January, in what the firm called its second-largest acquisition ever.
Not everyone selling enterprise software accepts the collapse framing. “You can’t be 10% better, you gotta be 10x better,” Tyler Traudt, chief executive of DebtBook, said on the On The Margin podcast. His company sells treasury software to governments and hospitals, where the moat is trust and compliance. “AI actually will be a compelling event for many of them,” he said. “They’ll see such meaningful productivity gains. They’re gonna wanna go capture it.”
Lehavi’s own studio has gaps. It has not named the five-to-nine products it says it has shipped, and the revenue is thin. “It’s still small,” he said when asked what his biggest company earns. The first one launched three months ago. He has been early before, and the fintech graveyard is full of founders who were right too soon.
The bigger bet
“I’m claiming that even Anthropic and OpenAI will not be as big in two years,” Lehavi said, in his sharpest prediction of the call. Cheap and free models, he argues, are catching the frontier fast enough that most users stop paying premium prices, which also happens to make his own studio’s math work. API prices have fallen more than 90% since 2023, and open-weight models now trail the closed frontier by months on many benchmarks while costing a fraction per token.
Yat Siu, executive chairman of Animoca Brands, goes further. Online advertising revenue, he said on the same podcast, is “around $900 billion a year,” and “that’s all gonna shift into a kind of transactional invocation economy powered by agents.”
“Nobody needs a big company anymore,” Lehavi said. His own is barely seven months old and has no employees. “I’m just like the fire starter guy,” he said. The fuel used to be crypto. “Now the fuel is AI.”
