Papers · evergreen essays
Things worth linking to.
Compact essays that stand on their own. Investors, advisors, and partners get the substance in 5 minutes per paper. Each piece is a stable URL, referenced from the deck, from emails, from anywhere.
Five revenue streams, one asymmetric upside
@appss makes money in five streams, two live, two ready to launch on volume, one structurally uncapped. SaaS floor + marketplace flywheel + portfolio ceiling = no cap. The biggest near-term lever is Remix, compressing conversion from 2–3 weeks to one user session. Investor shorthand: AppsFlyer + Vercel + Lovable for superapps with mini-apps inside.
AI is the core, not a wrapper
In every AI module on the @appss stack, AI is the structural component, not a chatbot bolted onto a normal feature. Designer Studio orchestrates 14 tools across 5 providers. Market Research AI runs SQL on a live 121-table production database. Social Tracker uses a 3-tier cost-aware pipeline for 10× cost reduction. The orchestration is the moat, not any single model.
Where the traffic actually comes from
The operational answer to «where do new creators and users come from?». Reels-led IG/TikTok content + ~50 onboarded micro-influencers + Mark on-camera. Two viral Reels delivered most of recent traction. ~370 sign-ups → ~13 paying in the past month from cold IG. The next leg is productising the influencer pool into a marketplace.
Where to play next
We are deep in Telegram (home), but the stack is built to port. After 13 ecosystems audited live in May 2026, two near-term candidates stand out, TikTok Minis (post-divestment, 1.9B MAU, codebase portable) and Discord Activities (gaming-creator influencer match). LINE Taiwan + Thailand for year-2. World, WeChat, Douyin as long-bets behind language / partner / sanctions barriers.
Growth stack for Telegram builders
@appss is two products on one stack, a B2B SaaS for Telegram creators (supply) and a consumer marketplace where their apps live (demand). Each side feeds the other. The flywheel, not either product alone, is the moat.
Social graph fragmentation
In 2026 the social graph is split across messengers and standalone consumer apps cannot rebuild it. This is the structural reason @appss runs cross-ecosystem-as-default rather than building a new graph from zero, and why our products live inside someone else's graph, never trying to replace it.
Who's running this
Founder-led with deep Telegram-economy track record (Tone era). One Head of Bloggers running the influencer pipeline. CTO + small engineering core. ~50 onboarded micro-influencers as flexible content pool. Hire only roles that surface founder-level pain; cut fast when revenue / spend tightens. The composition is the operating model.
One person, four roles
@appss is two-sided, but with a property neither Apple's App Store nor Discord's marketplace has, the same person can be reader, earner, curator/influencer, and creator on the same surface, fluidly. That fluid-role mechanic is the retention engine and the network-effect amplifier.
Why now
Four macro tailwinds aligned in the past quarter: Durov is back in TON, Telegram is shipping primitives that explicitly invite agentic dev, the Russia-block argument is empirically defanged, and the AI-coding wave is delivering vibe-coders into Telegram with the wrong toolkit. @appss sits exactly where these four converge.