Today · Kepler Business

Atlas's brief · Friday · March 14

Yesterday — 1,247 active users, up 14% MoM. Pro conversions ran hot (12 yesterday). API spend trending +14% — still inside the 10% margin floor you set.

Today

01Approve Sable's Q2 launch brief before noon. Three channels staged.
02Reply to Northvale on the term sheet. Postern drafted; needs your eyes.
03Review one churn email from j.morales — flagged as a real product signal.

Watching — Sonnet usage crept to 58% of API spend. Ledger thinks you can route 10% more to Haiku without a noticeable quality drop.

Decisions

OPEN
Pro $7.99 / Pro Max $14.99 — final pricing
revisit Apr 12
OPEN
Route Sonnet → Haiku where on-device quality matches
revisit Mar 25
OK
Ship Atlas v0 to dogfood on Guth itself
yesterday
REV
Drop Geist font for v0
today

Flagged

Anthropic API spend up 14% MoM — Sonnet share is the driver.
Ledger2h
Three churn signals this week trace to the same screen-time edge case.
Posterntoday
App Store rating slipped 4.8 → 4.7 — single 2-star, no review text.
Ops1d
Vercel function p95 crept to 820ms on /api/atlas.
Ops6h

Guth.inc / Command · LiveLIVE·1,247 ROWS·18MS QUERY·CACHE 42%·4 AGENTS

Active users

1,247

+13.6%

MRR

$17,400

+17.4%

API spend

$1,422

+14.3%

Gross margin

91.8%

+0.2%

AI actions

18,420

+29.6%

MRR · Ledger

Recurring revenue

Last 12 months · Stripe + Apple IAP

+112% YoY

Funnel · Sable

Install → Pro Max

This month · self-serve

Expenses · Ledger

$1,698

this month

+10.8%

Anthropic$1,422
Sonnet 4.6 $824 · Haiku 4.5 $501 · cache hits 42%+14.3%
OpenAI$142
text-embedding-3-large · Notes RAG · 4.1M tokens-10.1%
Vercel$89
Pro plan + functions · 2.8M req—
Supabase$25
Pro · 142k DB rows · 8.2GB storage—
Resend$12
Transactional · 6,400 sent+50.0%
Apple Developer$8
$99/yr ÷ 12—

Models · Ledger

API spend by model

18,420 calls

Sonnet 4.6complex · cloud
58%
Haiku 4.5everyday · cloud
34%
Apple Foundationon-device · free
8%

Specialists · Guth iOS

Most-used coaches

Across 1,247 users

Vegastrategist
28%
Lingolanguage tutor
21%
Sagephilosopher
16%
Noxsleep coach
12%
Heliosfitness
11%
Other (11)Iris · Cassi · Mythos · …
12%

Inbox · Postern

3 need your reply

2 drafts staged

N
Northvale Capital8:47
Term sheet — revised draft attached
Attached the revised draft with the new $5M cap. Reviewed and signed off internally — your turn.
Postern drafted reply
J
j.morales@user.comyesterday
Cancellation — honest feedback
Honestly the app is great, but the screen-time unlock flow felt punishing after week two. Wanted you to know.
Postern drafted reply
S
Sarah Wong · Acme9:14
Re: Kepler integration timeline
Sounds good — Tuesday works for the technical deep-dive. Sending an invite for 2pm PT.
A
billing@anthropic.comyesterday
Your March usage — $1,422.18
Sonnet 4.6 — $824. Haiku 4.5 — $501. Embeddings — $97. Full breakdown in the console.
★
App Store Connectyesterday
New 5-star review — "finally something that works"
I've gone from 6 hours a day to under 90 minutes. Guth is the first app that didn't feel like punishment.

Drafts · Your agents

3 ready to send

1 writing

Reply: Northvale term sheet9:21
Appreciate the revised $5M cap. The 18-month milestone is doable if the…
READYvia Postern
March investor update8:40
Three things this month: MRR closed at $17.4k (+18% MoM), Atlas v0 is live…
WRITINGvia Atlas
Q2 Atlas teaser — ad copy8:14
If you're a solo founder, NetSuite wasn't built for you. Neither was Notion. Atlas was.
READYvia Sable
Reply: j.morales cancellationyesterday
Thanks for being honest. The unlock flow is something we hear about — here's what we're…
READYvia Postern
LinkedIn — Atlas launchApr 3
Today we shipped Atlas v0. A Claude-Sonnet brain wired to your real business data…
SCHEDULEDvia Sable

Atlas can build:

Atlas builds tiles, drafts, and agents — same input.personalizeK for actions