Merge says it spent 9 months interviewing 100 companies before writing code

shensi · x · 2026-07-23

A long-form interview with Merge co-founder and CEO Shensi Ding argues that patience can be a startup advantage: Merge spent 9 months talking to roughly 100 companies before writing code, then built infrastructure that frontier labs now rely on in production.

The conversation also covers Merge's counterintuitive go-to-market path: enterprise first, then PLG. The company says it now has 400+ enterprise customers and 20,000+ self-serve orgs, and has raised $75M from Accel, NEA, and others.

Key themes from the episode include:

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