Bullet (YC S26) – A Faster Coding Agent

Hi HN! We’re Adi and Alex, founders of Bullet, a faster coding agent.Bullet started in a senior year dorm. We were fresh out of working at AppLovin and Citadel, and naturally thought we were on a sure path to startup success. We were going to use our skills optimizing stock pricing calculation speeds and agent document context to take over the world. So, Bullet started as an AI hedge fund, a browser-use agent, synthetic financial data (oof), a mobile IDE, and a bunch of other things. We wanted to build something people wanted, but it seemed like everything we built was just terrible, useless, or both.So, we decided to do something completely different, something completely out of the blue, something that no one had ever done before. Solve a problem we actually had.Over the course of six pivots, we suffered. Throughout all of our adventures, one final boss kept getting in our way. Claude Code and his little brother Codex. We were spending hours waiting for coding agents like Claude Code and Codex, and got so frustrated to the point that I downloaded the Claude Code whip. We had spent months of time waiting for six codebases-worth of useless coding agent work.Lightbulb moment. There’s nothing more noble than destroying the institutions! Let’s take on Claude Code and Codex, we can do it! Piece of cake!And so, Bullet started off as a side project. We used the Claude Code to improve the Claude Code:1. Model routing. Do you regret giving a task to Fable when it could have literally been done by Sonnet?2. Targeted code + context search. We think embedding the whole repo is dumb. We also think sticking the whole context (or compressed context) in chat is dumb. So we do faster and better greps over both.3. Aggressive context hygiene. Tool output is bounded, stale screenshots disappear, we don’t re-read files…the garbage never floods the model.4. Efficient turns. Batch independent investigation, make one surgical edit, then perform one focused verification. Internal measureme

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FL score

72

out of 100

Verdict

VALIDATE

high confidence

Competition

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A coding agent that executes tasks 3-10x faster than Claude Code by routing to appropriate models, searching only relevant code, and minimizing context bloat.

The pain

Developers waste hours waiting for coding agents to complete tasks. Claude Code and similar tools generate verbose outputs, re-read files unnecessarily, include stale context, and don't route simple tasks to faster models. A developer might wait 15 minutes for a task that should take 2 minutes.

The gap

Existing coding agents optimize for accuracy and capability breadth, not speed. They load entire repositories into context, don't intelligently select which model to use, and accumulate garbage context across turns. No one has built a speed-optimized agent that trades some capability for 5-10x faster execution.

Build angle

Start with internal tools that make Claude Code usable (model routing, targeted grep, context cleanup). Package these as a standalone agent. Charge per-task or per-month. Target developers who run 50+ agent tasks weekly and lose 10+ hours monthly to waiting. Expand to other models (Sonnet, Opus) as the routing engine improves.

Strengths

  • Founders experienced in optimization (AppLovin, Citadel stock pricing work) and have already built working prototypes
  • Clear, measurable problem they personally experienced across six codebases
  • YC backing validates market timing and team quality
  • Specific technical solutions (model routing, targeted search, context hygiene) are implementable and defensible
  • Large TAM: every developer using Claude Code, Cursor, or similar tools

Risks

  • Anthropic could add speed optimizations to Claude Code within months, eliminating the gap
  • Speed gains may come from cutting features developers actually need; tradeoff acceptance unclear
  • Requires continuous model evaluation and routing logic as new models release
  • Adoption depends on integrating into developer workflows (IDE plugins, CI/CD); distribution is hard
  • Founders pivoted six times before landing here; execution risk remains high
  • Competitive moat is thin if solution is just 'call Sonnet instead of Claude' plus context cleanup

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