amir salihefendić

T2 · manager / operator

Amir Salihefendić founded Todoist in 2007 as a university side project. He grew it to 500k paying users, ~$30M ARR, and 100 employees without any outside funding. He retains ~80% ownership with 20% allocated to employees via buybacks. Born in Bosnia, raised in Denmark, lived in Taiwan, Chile, Portugal, now Barcelona. Advocates bootstrapping, remote/async work, hands-on leadership, and founder independence over VC-driven growth.

8 calls·8 names·38% bull·last heard 4 months ago·itnig
track record

no scored calls yet — needs a stated position or a categorical verdict, with a matured window vs SPY

top calls

highest conviction · one per company
1sthigh conviction
$TODOISTTodoistposition

Todoist founder reveals bootstrapped $30M ARR, 500k users, zero outside capital

Amir Salihefendić describes a highly profitable, bootstrapped productivity SaaS with 500k paying users at $60/year, 100 employees, profitable 19 of 20 years, and 80/20 founder/employee ownership. The company reinvests profits into growth and new AI-driven products (Automations, Comms) rather than optimizing for short-term profit or exit.

itnig2026-04
2ndmedium conviction
$ZAPIERZapierposition

Todoist building AI-native Zapier competitor with natural language automations

Todoist Automations targets Zapier/n8n by letting users create cross-app workflows via natural language, not just for Todoist but for all proprietary apps. AI lowers the barrier to build integration platforms, but distribution remains the moat.

itnig2026-04
3rdhigh conviction
$CURSORCursor

Cursor rapidly displaced by Claude Code and Codex at Todoist

Amir reveals Todoist's ~50 developers almost entirely switched from Cursor to Anthropic's Claude Code and OpenAI's Codex within months, stopping payment for Cursor. This signals extreme volatility in AI coding tool loyalty and winner-take-all dynamics.

itnig2026-04
8 total
$NOTION
Notion
MEDamir salihefendić·itnig·4 months ago
Notion identified as direct AI-era competitor in task management
Amir notes Notion has become a direct competitor in project/task management, especially with AI making it easier to enter the market. He sees horizontal tools like Notion as threats because they can expand into Todoist's territory with lower switching costs for users.
"Sí, bueno, yo creo ahora Notion es como un direct competitor y quizás antes no estaba tanto. Ah, sí y especial ahora creo con IA como puedes entrar mercado muy fácil porque la con…"
10:07
$ZAPIER
Zapier
MEDamir salihefendić·itnig·4 months ago· position
Todoist building AI-native Zapier competitor with natural language automations
Todoist Automations targets Zapier/n8n by letting users create cross-app workflows via natural language, not just for Todoist but for all proprietary apps. AI lowers the barrier to build integration platforms, but distribution remains the moat.
"Un ejemplo que estamos haciendo ahora es como toist automations, que es como un zapier o NN competidor donde usas como natural language para crear los automations y es no solo par…"
29:52
$CURSOR
Cursor
HIGHamir salihefendić·itnig·4 months ago
Cursor rapidly displaced by Claude Code and Codex at Todoist
Amir reveals Todoist's ~50 developers almost entirely switched from Cursor to Anthropic's Claude Code and OpenAI's Codex within months, stopping payment for Cursor. This signals extreme volatility in AI coding tool loyalty and winner-take-all dynamics.
"Nosotros también vimos como casi todos los developers que nosotros tenemos casi 50 usaban cursor y ahora casi todo están usando cloud code y codex y no estamos pagando más por cur…"
11:15
$SPCX
···
SpaceX
LOWamir salihefendić·itnig·4 months ago
SpaceX secondary model cited as blueprint for employee liquidity without VC
Amir references SpaceX's billions in secondary transactions as a way to create liquidity for employee shares without taking outside investors or complicating governance. Todoist did a $1M buyback and may explore secondaries long-term.
"El otra cosa es como buybacks y quizás en largo plazo podemos hacer como secondaries que con diferentes empresas también hacía un ejemplo como SpaceX hacía mucho billones de secon…"
16:36
$ANTHROPIC
Anthropic
HIGHamir salihefendić·itnig·4 months ago
Claude Code becomes primary AI coding agent at Todoist
Claude Code (via Opus model) is now the dominant AI coding tool at Todoist, used alongside GPT-4 and Gemini in a multi-model code review bot. The shift from Cursor to native model CLIs suggests model providers are capturing the application layer.
"Tenemos algo que se llama Bot, que es como un Github eh que utiliza los tres modelos, los mejores modelos como Opus, JGPT, el el nuevo 54 y el Gemini y hace como ah tres reviews q…"
70:16
$SLACK
Slack
MEDamir salihefendić·itnig·4 months ago
Slackbot seen as best AI implementation; Todoist building Comms as AI-first alternative
Amir acknowledges Slackbot (Salesforce) as the most useful AI in communication tools — conversational search with full context. Todoist Comms aims to beat Slack by embedding AI at the core (summaries, decision extraction, real-time structuring) rather than bolting it on, and by deeply integrating with tasks and automations.
"Creo que es lo mejor que ha hecho Sales force de Nia... el slackbot igual creo que es de lo más de lo más útil... La la tercera es como IA en profundidad, como crear como un team…"
51:12
$MSFT
···
Microsoft
LOWamir salihefendić·itnig·4 months ago
Microsoft's Wunderlist acquisition and shutdown validated Todoist's staying power
Amir notes Microsoft bought Wunderlist for ~$200M and killed it, which removed a well-funded competitor and benefited Todoist. Illustrates how VC-backed exits can eliminate competition for bootstrapped survivors.
"Ah, yo creo ellos tenían funding, yo creo que tenían casi 30 millones o algo así, ¿eh? y se vendió así, yo creo, para 200 m000ones para Microsoft. y Microsoft mataba y estaba muy…"
8:06
$TODOIST
Todoist
HIGHamir salihefendić·itnig·4 months ago· position
Todoist founder reveals bootstrapped $30M ARR, 500k users, zero outside capital
Amir Salihefendić describes a highly profitable, bootstrapped productivity SaaS with 500k paying users at $60/year, 100 employees, profitable 19 of 20 years, and 80/20 founder/employee ownership. The company reinvests profits into growth and new AI-driven products (Automations, Comms) rather than optimizing for short-term profit or exit.
"Como gente que está pagando es como casi un medio millón... 60 por año por persona... esos son 30 millones de euros... nosotros nunca estamos optimizando mucho para el profit. Es…"
13:00