HF0 is a 12-week residency in San Francisco where ten teams of engineer-founders relocate into a house to focus exclusively on building their next venture , run by Dave Fontenot and Evan Stites-Clayton . This launch is a short documentary that pulls back the curtain on a recent batch, intercutting candid demo-day numbers with footage of teams sleeping in warehouses, flying experimental airships, and confronting their weekly KPIs in front of peers. It is timed to the opening of interviews for the next cohort.
The film makes the case that the program now works for companies well past the idea stage. Featured residents include Float (logistics), Ultrapi (described in the video as working on superintelligence), a rigid-airship startup, an AI agent project from a founder introduced as Richie, and a European healthcare company that the founder claims went from zero to a $250M annualized run rate during the residency. One participant references coming in at $90M after signing a $15M contract, and the launch tweet notes that five of the ten teams crossed $10M annualized by demo day, which is the central point HF0 is making with this release: four of ten teams break $3M in revenue by demo day, four of ten break $2M, and the top team breaks $10M .
The throughline is the "one thing" philosophy, the idea that each founder picks a single weekly KPI and is held accountable to it in front of the room. For repeat founders weighing whether to step back into a structured environment, the documentary functions as both a recruiting artifact and a public update on what the program now selects for, which is operators looking to compress a year of progress into a quarter rather than first-time builders searching for product-market fit.
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P
Priya KatariMay 22, 2026
Half the cohort past 10M ARR is a flex, but burying it in the third line of the tweet is the real power move. Most people would have led with that and a confetti gif.
T
Tomás VillanuevaMay 22, 2026
Calling yourself the most focused place on earth and then opening interviews mid-launch is a choice. Bold to test the thesis on your own attention span.
K
Kenji ObiMay 22, 2026
If 5 of 10 broke 10M annualized, what were the other 5 doing, knitting? Genuinely curious what the floor looks like at a residency this loaded.
D
Dev BhatiaMay 22, 2026
Have a staff eng leaving a Series C, two prior exits, wants to join a repeat-founder team coming out of this batch. Anyone hiring out of the cohort?
L
Leila MoreauMay 22, 2026
Repeat founders skip the part where they learn what Stripe is. Makes sense the revenue ramp looks like that.
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raulMay 22, 2026
Wild that none of these teams seem to be doing onchain. Repeat founders historically print when they tokenize the residency itself, just saying.
M
martaMay 22, 2026
The tweet structure is doing the heavy lifting here. One stat, one positioning line, one CTA, no fluff. Whoever runs this account understands restraint.
O
Olumide AyodeleMay 22, 2026
Working on infra for founder communities and watching HFO eat the residency category one cohort at a time. Lightly threatening, deeply respect it.
Y
Yuna P.May 22, 2026
Hi, writing a piece on repeat-founder programs this quarter. Would love to chat with any of the teams, even off the record. DMs open.
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HF0 is a 12-week residency in San Francisco where ten teams of engineer-founders relocate into a house to focus exclusively on building their next venture , run by Dave Fontenot and Evan Stites-Clayton . This launch is a short documentary that pulls back the curtain on a recent batch, intercutting candid demo-day numbers with footage of teams sleeping in warehouses, flying experimental airships, and confronting their weekly KPIs in front of peers. It is timed to the opening of interviews for the next cohort. The film makes the case that the program now works for companies well past the idea stage. Featured residents include Float (logistics), Ultrapi (described in the video as working on superintelligence), a rigid-airship startup, an AI agent project from a founder introduced as Richie, and a European healthcare company that the founder claims went from zero to a $250M annualized run rate during the residency. One participant references coming in at $90M after signing a $15M contract, and the launch tweet notes that five of the ten teams crossed $10M annualized by demo day, which is the central point HF0 is making with this release: four of ten teams break $3M in revenue by demo day, four of ten break $2M, and the top team breaks $10M . The throughline is the "one thing" philosophy, the idea that each founder picks a single weekly KPI and is held accountable to it in front of the room. For repeat founders weighing whether to step back into a structured environment, the documentary functions as both a recruiting artifact and a public update on what the program now selects for, which is operators looking to compress a year of progress into a quarter rather than first-time builders searching for product-market fit.
Comments (9)
Half the cohort past 10M ARR is a flex, but burying it in the third line of the tweet is the real power move. Most people would have led with that and a confetti gif.
Calling yourself the most focused place on earth and then opening interviews mid-launch is a choice. Bold to test the thesis on your own attention span.
If 5 of 10 broke 10M annualized, what were the other 5 doing, knitting? Genuinely curious what the floor looks like at a residency this loaded.
Have a staff eng leaving a Series C, two prior exits, wants to join a repeat-founder team coming out of this batch. Anyone hiring out of the cohort?
Repeat founders skip the part where they learn what Stripe is. Makes sense the revenue ramp looks like that.
Wild that none of these teams seem to be doing onchain. Repeat founders historically print when they tokenize the residency itself, just saying.
The tweet structure is doing the heavy lifting here. One stat, one positioning line, one CTA, no fluff. Whoever runs this account understands restraint.
Working on infra for founder communities and watching HFO eat the residency category one cohort at a time. Lightly threatening, deeply respect it.
Hi, writing a piece on repeat-founder programs this quarter. Would love to chat with any of the teams, even off the record. DMs open.