📱 80% more apps. Zero more users.

👋 Hey, Egemen here.

Couldn't sleep last night and we have a massive edition this week.

I was deep in an X thread at 2am and hit a chart that made me sit up. iOS app releases are up 80 percent year over year. The number of apps people actually use has not moved an inch.

That one gap explains almost everything happening in startups right now.

Here’s a snapshot of what’s on the menu today:

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Something broke in the App Store this year, and it is not what the headlines said.

App releases are exploding. Appfigures data shows global app launches up 60 percent year over year in Q1, with iOS alone up 80 percent. April ran even hotter at 89 percent on iOS. After five flat years, the store is booming again, and the reason is simple.

Tools like Claude Code and Replit turned "I wish this app existed" into "I shipped it this afternoon."

Here is the part nobody wants to print. More apps did not create more users.

We are building twice as much and reaching the same number of humans.

Building something is basically free now, so the only things that matter are distribution, the money to buy distribution, or the creativity to earn it for free.

The market already worked this out. VCs will still back AI startups, but mostly the ones showing unusual engagement or distribution.

If you can build it in a weekend, so can ten thousand other people this month.

The one asset AI cannot copy in an afternoon is an audience that trusts you before you launch.

Pick one channel, post every day for 90 days, and start before you have anything to sell.

Tibo Louis-Lucas raised venture money for his second startup and drove it straight into bankruptcy. He came back with no funding, built Tweet Hunter and Taplio, and sold them for eight figures.

Now he runs a whole studio of profitable products on the back of one audience. His take on raising is blunt. Most VC-backed startups never turn a profit, and the ones that survive usually burn out getting there.

Here is the cleaner way to decide.

👉 Before you open a deck, get honest about one thing. If you do not already have a repeatable way to get customers, raising will not hand you one.

Keep your equity and go get your first ten customers.

Quick one that says a lot about where this is going.

Boris Cherny, the guy who built Claude Code, said it out loud at Anthropic's developer conference. He does not prompt Claude anymore.

He writes loops that prompt Claude, and his actual job now is designing the loops. His read: this is the shift the rest of us make over the coming year.

Sit with that. The building layer is not just getting easier, it is starting to run itself.

The job is shifting from writing prompts to designing the loops that write them. Which slides the edge even further away from "can you build it" and toward "do you know what is worth building, and can you get it in front of people."

Supabase just raised $500 million at a $10.5 billion valuation, led by GIC.

Individual apps are fighting over a flat pool of users. The company sitting underneath all of them just raised half a billion dollars.

Every vibe-coded app this year still needs somewhere to store its data, and a lot of them reach for Supabase.