Namanyay Goel

Hi, I’m Namanyay Goel, a programmer and a founder living in San Francisco.

I'm building Gigacatalyst to help SaaS companies turn every customer workflow into a native part of their product, just by talking to an AI. We're backed by Y Combinator.

  • AI Means the Death of Open Source

    On the same day that a popular tech YouTuber Theo published a video about how “open source is the future for tech companies”, Cal.com, one of the most impressive open source projects, just went closed source.

    I’m a fan of Cal.com and I use it every day. Them closing their source code was a bit… sudden and shocking for a lot of people.

    But I’ve been deep in the AI trenches for over a year now, and while neither of them is fully wrong, I think they are missing a nuance. I’m pointing out a new forward that Theo and Cal.com might find more agreeable: Open Interface.

    Continue Reading →
  • AI is Killing B2B SaaS

    SaaS is the most profitable business model on Earth.1 It’s easy to understand why: build once, sell the same thing again ad infinitum, and don’t suffer any marginal costs on more sales.

    I have been writing software for more than half my life. In the last year itself, I’ve talked to hundreds of founders and operators in SF, from preseed to Series E companies.

    AI is bringing an existential threat to a lot of B2B SaaS executives: How to keep asking customers for renewal, when every customer feels they can get something better built with vibe-coded AI products?

    And the market is pricing it in. Morgan Stanley’s SaaS basket has lagged the Nasdaq by 40 points since December. HubSpot and Klaviyo are down ~30%. Analysts are writing notes titled “No Reasons to Own” software stocks.

    The market is reflecting our new reality (Source: Bloomberg)
    1. Whenever I bring a new friend to the Salesforce Park, they are in absolute awe. And, the meme remains true that no one even knows what Salesforce does. Whatever they’re doing, they’re clearly earning enough revenue to purchase multiple blocks in SF. 

    Continue Reading →
  • Vibe Coding Is Creating Braindead Coders

    Confession: I’ve been using Claude Code to write all my code for me. And I think it’s making me worse at the thing I’ve loved doing for twelve years.

    I can clearly see how AI coding is rewiring our brains – it makes developers crave instant gratification instead of deep understanding, and reduces us to gamblers who pull levers for the next hit of working code.

    If this is happening to me, someone who learned to code in the pre-AI era, what’s it doing to junior developers who’ve never known anything else?

    Continue Reading →
  • I learnt the Infinite Sum Game on moving to SF from India & I can't stop playing

    A mindset shift that changed the way I think about the world

    In India, knowledge is currency. Three months ago, if another founder asked me about my marketing strategy, I’d give them some generic answer and change the subject. You don’t share knowledge until there’s something in it for you.

    I recently moved to San Francisco. A CTO of a unicorn startup had read one of my blog articles and we started talking over DMs. When I got to SF, I asked him to meet, and he agreed.

    We met in FiDi for a casual lunch. This guy runs the entire company, and he was treating me — a new founder — like an equal. He was openly sharing his experiences, his journey, and his insights. When we were leaving, he offered to help with connections, fundraising, whatever I need.

    He gave me a full hour of his day, just to shoot the breeze like two developers do.

    This was nothing like what I was used to. Back in India, a person with even a 100-person office would have an air of arrogance. They’d guard their knowledge and time, only sharing when there was a clear benefit to them.

    It was that day that I understood the beautiful “infinite sum game” being played in SF.

    Continue Reading →
  • SF vs NYC as a AI Founder

    Some months ago, I visited New York and joined the Recurse Center.

    This is after being in San Francisco for a month, staying next to the Embarcadero and attending On Deck Founders.

    I’m living in Downtown Brooklyn now, fortunate to find a place that’s just a five minute walk away from the Recurse Center.

    It’s been a pleasure to stay in both the cities. Some differences:

    Continue Reading →
  • Vibe Coding for Product Managers: Stop Writing, Start Building

    The most successful startup I’ve worked with shipped their MVP in 6 weeks.

    The least successful one spent 4 months writing specs for a product that never launched.

    Here’s what I’ve learned after helping dozens of teams transition from traditional planning to AI-powered development: writing-first culture made sense when building was expensive and slow. Now it’s just bureaucracy.

    Continue Reading →
  • Lessons from my journey to become the founder I wish I'd met earlier

    I celebrate another revolution around the great big ball of fire today. This was a big year for me: I founded my first product startup, all solo.

    I’m doing something really hard but I realize I’ve never written down my guiding principles about why I do this. This article is mostly a reminder for me: on what it takes to achieve greatness.

    Here’s what I’ve learned so far:

    Namanyay (Stylized) in Dolores Park
    Namanyay in Dolores Park
    My favorite view of San Francisco: the legendary Dolores Park MUNI Station
    Continue Reading →