No. 62·中文精读

六年攒下的收入,八个月翻了四倍:n8n CEO 亲述押注 AI 代理和社区的两步棋

n8n CEO Jan Oberhauser on Building the Universal AI Automation Layer

n8n创始人兼CEO Jan Oberhauser讲述如何把工作流工具转型为AI自动化平台,八个月收入增长达此前六年的四倍。

节目音频00:00 / 35:44
中文精读由 AI 基于原始访谈改写,非官方翻译,可能存在偏差或错误;表述以原节目为准。

自动化公司 n8n 在过去八个月里把收入翻了四倍,而翻四倍之前的那份家底,公司攒了五六年。

红杉资本的播客 Training Data 把创始人 Jan Oberhauser 请了过来。主持人 George Robson 开场就问,这八个月到底发生了什么。Jan 的答案要往回倒两年,两个决定:一个是提前把自己改造成 AI 代理的搭建平台,另一个更怪,市场部把「销售线索」这个指标直接删了。

先交代背景。Jan 是德国人,2019 年一个人写出了 n8n 的第一版产品,红杉从 2020 年 n8n 早期就开始投资。n8n 本体是个工作流自动化工具,节点连节点,把不同的应用、数据库、模型接在一起,让流程自己跑起来,定位类似 Zapier,但更偏开发者,可以自己部署。AI 浪潮之后,Jan 给它的最新定义是:眼下最简单、也最强大的 AI 代理搭建方式。点几下,加一个代理节点,选个模型,挂上记忆和工具,一个能干活的 AI 应用就跑起来了。

顺带一个花絮。George 说听董事会讲过,Jan 有个「长途航班专注时间」的习惯,AI 节点产品的第一版就是他从旧金山飞回去的路上写出来的。Jan 澄清说那个真不是,不过他确实在飞机和火车上写过不少东西,只是现在不敢再写生产代码了,怕帮倒忙,顶多在上面捣鼓些原型。

用户在里面接什么?Jan 说没有默认组合,什么大模型都有人用,什么向量库、记忆方案都有人接。他不知道这场竞赛最后谁赢,是一个模型赢,还是一百万个小模型各霸一方,但 n8n 不用关心这件事,什么最适合你的场景就接什么。他原话是,这正是这种平台厉害的地方。

具体到用得最多的连接对象,Jan 点了几个名字。Google 全家桶至今是最强的那一档,个人用户和大公司都在用。其次是 Slack、Telegram 这类通信平台,逻辑很好懂,AI 代理总得有个能跟你对话的界面,聊天工具就是现成的入口。再往下是各种数据库,还有大量公司内部的系统。n8n 连的经常是那些没有现成集成的东西。

两个决定:进价值链,删线索指标

回到那八个月。Jan 的复盘很直接,引爆点在两年前就埋下了,他做了两个决定。

第一个关于 AI。浪潮刚起来的时候,团队其实慌过。Jan 坦白说,当时摆在 n8n 面前的只有两种结局,要么 AI 是天大的机会,要么 AI 就是这家公司的末日。

他观察了一圈同行,大多数公司的做法是给自己的产品加 AI 功能。他的判断是这条路不够,加功能保不住一家公司,真正要紧的是进入价值链。所以 n8n 往前多走了一步:让用户直接在 n8n 里搭建 AI 应用。

触动他的是一笔融资。向量数据库公司 Pinecone 融了大约一亿美元,而且一年前刚融过一轮。Jan 盯着新闻想,一年之内两次大额融资,这家公司发生了什么?答案是它的身份变了,从「一个向量数据库」变成了「AI 的深度数据库」。位置变了,故事就全变了。

再回头看自家的产品。n8n 和多数竞品一样,之前只做了一个 OpenAI 节点,通过 HTTP 请求把 OpenAI 接进来。能用,能做出一些不错的用例,但 Jan 意识到这远远不够,真正强大的东西做不出来。你得能搭真正的代理:改提示词、挂工具、接向量数据库、配输出解析器。于是 n8n 把这套高级 AI 能力全部补齐,用低代码的方式,把过去只有会写 Python 的人才能干的事,变成点几下鼠标就能完成的事。

第二个决定在市场部。过去 n8n 的市场团队背两个指标,拉销售线索,拉产品采用。麻烦在于采用一直很强,线索一直拖后腿。为了把线索数字做上去,团队把做采用的资源也挪了过去,长期规划全被打乱,该做的事情做不出应有的影响。

Jan 的解法简单粗暴:把线索指标删掉,换成「大型组织里的采用」。既然社区和自下而上的采用是 n8n 本来就强的东西,那就别再硬凹自己不具备的能力,全押上去。办更多活动,做更多内容,让尽可能多的人用上 n8n。

他特意提醒,这种决定做下去,头几个月什么都看不见,你得扛住,得信它,得持续加注。到了去年年底,飞轮转起来了:YouTube 上做 n8n 教程的人越来越多,内容多了搜索排名就靠前,排名靠前又吸引更多人来看、来学、来做内容。市场也在这时候反应过来,原来 n8n 已经悄悄变成一个 AI 工具了。

社区是养出来的:Ricardo、论坛和一份说实话的许可证

几十万人的社区不是天上掉下来的。n8n 创办的第一周,团队里就有一位做开发者关系的同事。Jan 从第一天就认定,想让 n8n 成为一家有分量的公司,就得最早把钱和精力投给社区。

他讲了个人物。Ricardo,佛罗里达人,在 Product Hunt 上发现了 n8n,开始给产品写集成节点。写了一个,Jan 说谢谢,给反馈;又写一个,再反馈。这个人越写越起劲,前前后后写了五六十个节点。Jan 拿到第一笔钱之后,就把他招进了公司。

这套动作的逻辑很朴素:让贡献者知道你在乎他,带着他一起走,他会给你十倍的回报。Jan 说自己虽然从不自称开源公司,但一直按开源的精神做事,先大量给予,收回来的通常多得多。今天社区在 YouTube、LinkedIn 上自发生产的教程和内容,就是那个回报。

当然也有不体面的时刻。n8n 早期完全不收集遥测数据,用户拿产品干什么,公司一概不知。公司小的时候无所谓,做大之后没有数据就没法快速改进产品,Jan 的原话很实在,这关系到公司能不能活下来,所以遥测还是加了。他的处理方式是每次做大的改动,先发到社区论坛,讲清楚想干什么、为什么要干,然后听反馈。把人带着走,别背地里改规则。

许可证这件事最能看出他的风格。n8n 从来不说自己是开源软件,因为它用的可持续使用许可证没经过 OSI 认证。规则是:源码公开,任何人免费使用,包括在生产环境里商用,个人也好,大组织也好,都行。唯一的限制,是别人不能拿 n8n 的代码去做商业化的托管服务。

为什么这么设计?Jan 见过太多开源公司中途换许可证,社区炸锅。他观察到一个细节:用户的火气,多数时候冲着「规则被改了」这件事去,许可证本身反倒其次。所以他选择从第一天就把话说透。

我做 n8n、免费送给大家,可我没那么高尚。我是要围绕它做生意,我要挣到钱,团队里其他人也要挣到钱,我认为这对所有人都是好事。

六年过去,这套说法没变过。

开源更贵,MCP 是 AI 工作流的 HTTP

聊到整个行业的开源浪潮,Meta、Mistral、OpenAI 都在放开源模型,Jan 的几个判断跟主流说法不太一样。

第一,开源省钱是个误解。自己搭硬件自己维护,机器百分之九十九的时间在闲置,算下来往往更贵。第二,企业选开源的真实原因,越来越多是数据隐私和数据安全,想自己掌控数据存在哪。当然没人在办公桌底下放服务器,大家是把开源软件部署在自己的私有云里。省钱的动机,反而排在后面。

至于开源本身的价值,他的定义是快速创新。一群极聪明、极有热情、还特别有时间的人,去做公司出于激励和时间表不会做的事,探索那些在商业公司里根本不会被批准的方向。大部分项目会死掉,没人谈论它们,但活下来的那些会塑造整个行业。

聊到 MCP(模型上下文协议),Jan 给了个漂亮的类比:MCP 之于 AI 工作流,就像 HTTP 之于互联网。标准化的价值在于加速,哪怕这个标准本身不完美,有一个能往上盖楼的起点就足够了。他不确定几年后 MCP 是不是还是那个标准,但它已经让代理和代理之间的协作成为可能,插件市场、即插即用的自动化都建立在它上面。n8n 给自己留的位置,就是这些 MCP 代理和工具之间的编排层,同时也是开发 MCP 工具的最好平台。

从最小的建造者,打到最大的组织

n8n 靠免费用户起家,企业客户付钱。主持人问,这两拨人的声音你怎么权衡?Jan 的回答是,谁都不比谁更重要,免费用户不直接给钱,但他们是驱动一切的引擎。而且他个人明显偏向多送免费功能,理由是免费功能让所有人的产品变好,带动采用,最终带动收入,企业功能只服务其中一小撮人。

更关键的是方向问题。他观察到,从最小的建造者入手,最后能打进最大的组织,反过来走不通。一家公司如果一门心思只做企业市场,就再也下不来了,历史上没人从企业市场往下打还能统治一个领域。Google 和微软都是从小往上打的。n8n 现在的大量企业客户,最早就是从社区里一个个小用户长出来的。

垂直应用和水平平台怎么选,Jan 的看法也值得琢磨。他承认垂直工具在单一场景上能做得比任何水平工具都好,SaaS 时代就是这么过来的,每个细分场景都长出了一个垂直应用。但垂直应用越多,系统越碎,复杂性越高,人们就需要一个东西把所有东西重新连起来。n8n 当年就是这么诞生的。AI 时代正在重演这个过程,垂直 AI 工具越来越多,编排的需求就越来越大。不管最后市场怎么走,n8n 觉得自己都站在对的位置上。

愿景部分,Jan 又用了那个反复讲过的类比。十五年前人们听到「电子表格」,脑子里蹦出来的是 Excel。他希望几年后人们想到「我要做个 AI 东西」,脑子里蹦出来的是 n8n。一个默认的编排层,从搭建、部署到找现成的代理,都在这里。他说 n8n 已经开始成为默认的搭建工具了。

公司层面的动作也在跟上。n8n 总部在柏林,团队远程优先,但用户一直是全球分布,欧洲和美国的用户量长期一样大,尽管美国用户得到的服务体验明显更差。体验差成那样,用户量还能追平欧洲,需求摆在那儿。公司正在纽约开办公室,大规模招人,从工程师、客服到市场销售都要。

模型在放缓,开发者在换岗

2025 年当创始人是什么体感?Jan 说,过去做规划容易,知道路往哪走,现在整个人活在一种持续的不确定里,世界每个月都在挪位置。最难的是走钢丝,一边不能错过任何重要的变化,一边不能什么都追。他觉得这比以前难多了。

模型能力还在猛涨吗?Jan 的答案是放缓了。看 GPT-5 就有这个感觉,早期的低垂果实摘完了,堆算力堆数据总有到头的一天。但他认为这只是暂时的,市场上的钱太多,太多方向在被同时探索,其中一些快到临界点了,下一波加速大概率还会来。

开发者的角色也在变。过去开发者是「你说要什么,他给你造什么」的人,现在有了 n8n 和各种 vibe coding 工具,开发者更像那个造护栏的人,让有问题的普通人自己动手解决问题。Jan 说这正是 n8n 一直以来的信念:遇到问题的人,就是最有条件解决问题的人。有意思的是,不少 n8n 用户因为用它而开始学编程,因为他们发现,不写代码已经能做到这么多事,会写代码的世界更大。

用户暴涨之后质量有没有掉?Jan 说没有,这让他自己都意外。留下来的活跃用户要么技术底子好,要么手里有一个特别想解决的真实问题,愿意下功夫。

快问快答环节也有些干货。他说自己当 CEO 最大的毛病是不爱说 no,喜欢并行推进太多事情,大多数侥幸成了,但换个公司可能就翻车了。他最近在用的工具是 Granola,一个 AI 会议记录工具,简单好用。他推荐的电影是《Her》,理由是几年前它还是科幻,现在故事就在眼前发生。未来六到十二个月,他最看好的品类是 AI 驱动的内部工具,理由很实际:对外的 AI 应用要小心翼翼,对内的工具可以大胆冒险,出了问题关掉重来就行。n8n 自己内部已经在大量这么干。

明天就能上手的几件事

这期播客听完,能直接拿走的东西有这么几件。

  • 检验自己的 AI 策略,就问一个问题:我是给产品加了 AI 功能,还是让自己进入了价值链?加功能是给房子刷漆,进价值链是改承重墙。n8n 的四倍增长来自后者。
  • 敢不敢删指标。如果你的增长引擎明明是采用和口碑,就别让团队背着拉线索的指标互相打架。把指标换成你真正想要的东西,然后给足耐心,Jan 等了差不多一年才看到飞轮转起来。
  • 今天就去 n8n 上搭一个 AI 代理试试。挑一个你每周都在重复的内部流程,加个代理节点,选个模型,挂上工具,跑通它。内部工具是 Jan 看好的方向,风险低,收益立竿见影。
  • 花一小时了解 MCP。它是 AI 工作流的 HTTP,标准已经立住了。不管你是做产品还是做运营,早晚会用上。

最后留一句 Jan 的话当收尾。有人问他免费用户不产生收入,图什么,他的回答是:你送出去的每一样东西,都会让产品对所有人变得更好,而更好的产品,最终会把钱带回来。六年,四倍,这句话他做到了。

文稿来源:sequoiacap.com;机器转写可能有识别错误,人名与数字请以音频为准。
id="podcast-transcript" data-framer-component-type="RichTextContainer" style="transform:none">Pat Grady: What is the stack that you see people using with n8n? Jan Oberhauser: It’s actually quite diverse. I think it’s actually—probably doesn’t make sense because the nice thing about a system like n8n is you can actually connect everything to anything. It’s like there is probably not kind of this default stack people are using. Like, they use literally any LLM, they use any kind of memory or vector store or any kind of applications, et cetera. It’s just the thing that makes anything great, because I don’t know what LLM is going to win the race in the end. Who’s going to be the best one. If it’s going to be one or it’s going to be a million different ones. If it’s going to be a small one, a big one, I have no idea. But that’s the great thing about n8n is like, we don’t have to care because the nice thing is you can use whatever is best for your use case. And I think that’s what makes it so powerful. George Robson:  Today we’re joined by Jan Oberhauser, founder and CEO of n8n, who is one of the most remarkable growth stories in the automation era. Quadrupling revenue in eight months after six years of steady building. What makes this breakthrough particularly compelling isn’t just the explosive numbers, but the strategic pivot that made it possible–transforming from a workflow automation tool into an orchestration layer for AI powered applications. Jan discusses the counterintuitive marking strategy that abandoned lead generation to focus on community adoption, the delicate balance between serving free users and enterprise customers and why he believes horizontal platforms will ultimately win over vertical AI applications. _He also shared how their open source ethos informs how they prioritize what to build and how to package it, and the importance of fair code usage in commercializing their technology. Jan’s vision for n8n is to become the “Excel of AI”–the default tool people think of when building anything AI related. He reveals why empowering builders at the bottom of the market may be the key to capturing enterprise customers at the top and why the future belongs to those who can connect everything to anything in an increasingly fragmented AI ecosystem._Enjoy the show. George Robson: So Jan, hello and welcome. Thank you for joining us. We’ve been in business together for a long time, I think as far back as 2020, so the early days of n8n. So we’re grateful for you being with us and sharing some of the perspectives. I thought maybe a good question to kick off with is just to share a little bit about the last eight months of really n8n’s history. It’s been an incredible run. You added, I think, four times the revenue in the last eight months that it took the first five or six years to really achieve in the company. So the business is really ripping. What happened? What changed? What happened?Jan Oberhauser: First, thanks for welcoming me here. Great to be here. To answer your question, what happened? I think it comes down to things that we actually did quite a few years ago—actually almost two by now. And I think there’s been two things. One was obviously our focus on AI. It’s like when this whole AI wave started, we kind of—honestly we were worried a little bit at the beginning, we were not sure what does it really mean for us. And we knew it’s probably going to be one of two things. Either it’s going to be a huge opportunity or actually the demise of the company. You obviously want to be very sure it’s going to be one and not the other. And then we kind of looked in the market. It’s like what are other companies doing? And what most companies did is they kind of added nice AI features to the application, and we kind of realized that it’s probably not the kind of thing that makes sure we’re going to stay around long term. What is really important is to kind of become actually part of the value chain. So what we did is exactly that. We not just added AI features, we actually allowed people to build AI-powered applications with n8n. There’s obviously nothing that the user base or people kind of realize overnight what n8n has become back then. But it obviously takes some time to catch on. And that’s where the second piece comes in. Historically, we kind of focused on mainly two things internally at n8n, especially kind of in the marketing department. They always had this more focus on obviously kind of creating leads, but also kind of making sure with the inbound we get more adoption. Which kind of always caused a problem in the sense of we’re always very good in adoption, but at the same time leads normally fall short. So what happened is that the marketing department then put everything from adoption in leads just to make sure we make that goal as well. And that was obviously problematic because all the long-term planning actually went away. They couldn’t really have the impact they could have had. And we realized, hey, we have this amazing community, we have this amazing bottom-up adoption, so instead of actually kind of forcing something that’s not really true to us, we just really focus on what was already working with this really focusing on this kind of top of the funnel. That’s what we did. We kind of removed the lead goal. We actually exchanged it with an adoption of large organizations, went all in in the community, making sure as many people as possible are using n8n. And they kind of—also it’s another thing that you can decide and you make the change, but nothing happens overnight. You actually have to fight. You have to have a lot of trust in that, and you have to kind of really double down and kind of wait because these things kind of take some time to mature. And that’s actually the thing that actually happened. Like, it matured to kind of really double down. We kind of empowered our community more. We created more events, we created more content. And that is in the end this thing that materialized, especially in the beginning and at the end of last year in December, is where the market finally realized that we have become this AI tool, but also kind of the community, especially around on YouTube, where more people created more and more content. And obviously, the more content people create, the more other people want to create content, the better it gets ranked. And then everything kind of started to explode. George Robson: I heard an amazing story at our board meeting a couple of weeks ago, Jan, that you have “Jan focus time” on long flights, and you actually coded the first version of that AI nodes product flying back from San Francisco. Is that true? Jan Oberhauser: No, actually I created quite a few things on planes in the past. That thing I didn’t create on planes or trains. I think I lost that time. Honestly, right now I’m—I always love that, to be honest. But now I always feel like destroying more than actually being helpful since I kind of create more MVPs or something like that. I play around rather than actually adding production code on planes or trains anymore, which is sad. George Robson: On dodgy WiFi. That makes sense. Maybe, Jan, if you can take us back to 2019. I think it was just you sort of founder/entrepreneur when you went out and raised your pre-seed round. What was kind of the aspects, the origin story that really stands out to you? What has really stayed the same from day one of n8n? What has really changed over that time frame? Jan Oberhauser: I think what always stayed true is for sure that kind of focus on the community. Like, actually the first people, like, in the first week in April, a few people started, and one of the first people that started was a dev rel. Because I always knew, like, if you want to make sure that n8n becomes meaningful and kind of becomes the company like I wanted to build, I really have to kind of make sure I invest in the community very early on. I think that kind of always stayed true. I think another thing is probably something around values. We always—especially I always try to be as honest and upfront about things as possible. You also see that for example in our license. You probably have seen, like, we never call ourselves open source because we don’t have an OSI-approved open source license. What does it mean? It means our source code is available, everybody can use it totally for free. They can even use it in production, no matter if it’s somebody at home privately or somebody in a large organization. Everybody can use it. What is, however, different in our license is that people cannot commercialize our code. It means nobody can just take our code and offer, like, a hosted version of n8n, for example, or kind of create XYZ automator in the product. Why is it important? Because I saw a lot of organizations in the past, like open-source organizations kind of changing license, and people obviously got very angry and they really hated it. And what I thought was quite interesting is people didn’t hate it because of the license that the companies chose. People were mainly angry because people—like this company changed the rules. And that’s never nice. And so what I thought, hey, I think it’s a very reasonable thing. So I’m just very honest and upfront about it from the very beginning. I said, “Hey, I’m not building n8n and giving it away for free because I’m a good person. Like, I actually want to build a business around it. I want to make sure I can get paid. I want to make sure all the other people can get paid as well, because I actually think it’s in the interest of everybody.” So that is why I chose a SUL. We always have stayed very true around that. Again, now getting to the second part of your question is like what changed? The thing is definitely around, like, what we started at is like I said, as I mentioned before, like, we started as this kind of automation tool. Honestly, I never would have thought that we would get AI ever. It’s like it never even crossed my mind that we would go into the AI space. But I think in the end it’s like sometimes you see opportunities out there, and you just have to take them. And also, I think it makes a difference between building a big, sustainable company that really matters, and probably building a kind of a startup at some point that just literally goes out of business, sadly. Community buildingPat Grady: Jan, you’ve done a masterful job on the community-building aspect of n8n, and you mentioned the values, which I’m sure were really critical to earning the trust of your community. Can you also talk a bit about the tactics? It’s kind of a constant push and pull of trying to kind of shape or curate the community while also really trying to listen and—you know, and see where they want to go. Tactically, how have you managed the community over the years? Jan Oberhauser: I think from the very beginning it was very important for me just to kind of include people in the sense of, for example, in the beginning we didn’t have any telemetry data at all, that we didn’t collect any telemetry. Which was obviously fine at the very beginning, but obviously as a company grows you kind of literally need data to kind of improve the product very fast. Again, this kind of makes a difference between a company that survives or one that doesn’t. So we had to add telemetry data. Another thing we had at the edge was at some point we obviously added paid features. And every time we made a bigger change, we kind of posted it to the community forum first. We kind of—like, we shared it with them what we wanted to do, gave them the reasoning why we wanted to do it, and then kind of listened to their feedback. I think that is just kind of taking them with you when you’re doing something. I think that’s a very important thing. Another thing is definitely kind of trying to kind of empower them. Actually, like, one of the earliest n8n employees was Ricardo. Ricardo, he is this amazing guy working in Florida, and he was one of the first contributors to n8n. He discovered our product on Product Hunt, and he started to kind of create one note, then he created two notes, created three notes. And every time he contributed something, I said, “Hey, that’s great. Thank you very much.” And then I kind of gave feedback, I improved things. And then he learned and he was excited and created more notes. I think at some point he created, like, 50 or 60 notes, like, integrations for n8n. Then obviously, as soon as I had the first money in the bank, I hired him. I think it’s really just very important to kind of show people that you care and take them with you, and kind of show how much you value them. I think—I really hope people, the community really knows how much you value them. And we try to give back a lot. I think that’s generally—I think this kind of—even though we’re not open source, we have this open source ethos where you kind of really give a lot first. And I think you normally get so much more back than you actually receive. We see the same thing again also with our community today where we just say, like, we empower you. And then they create all of this amazing content, no matter if it’s on YouTube, on LinkedIn. They create tutorials. I think that worked out very well, and that’s something we’re still doing to this day. George Robson: Jan, has there ever been a shift in—I mean, given the scale of the community today, right? It’s hundreds of thousands of members in size. Has there been a change in how you try and surface the right information or the right ideas, and how you choose which to prioritize coming from that community base? Jan Oberhauser: Yeah, in the beginning it was definitely easier. Like, which in the beginning, like, I didn’t really worry about monetization at all. So I just wanted to make sure I built the best product, and I just built things that people really wanted. So I could—literally from the very beginning, we had a community forum where people could add feature requests and people could upvote the ones they wanted to have the most. And that is literally kind of how we chose very early on what to build. Unless this was something totally out of whack, we normally build it because we knew people really valued it very much. And that worked actually for quite a while. At some point you have to be a bit more opinionated, where you’re not just kind of building what the community wants, but we actually have to kind of think about where the market is going, also how you kind of build something again that’s sustainable, that again, especially also something that also kind of large organizations use as well, and also just certainly where you see the market going. And I think that’s what we’re doing right now. We’re trying to find a good mix between what are people really asking for and what do we think we have to build to be successful in the long term, both because of something like AI, but also again, what, for example, enterprise organizations need. The make-or-break momentPat Grady: You mentioned earlier, toward the start of the conversation, that you had this sort of make-or-break moment in the early days of AI, where you realized that AI was either going to be the future of n8n, or I think the word you used was “the demise,” the demise of n8n. Can you take us back to that moment? Like, what did you see that made you realize how important an inflection point in the trajectory of the company this is going to be? And then what did you do to figure out how to position n8n so well with respect to these AI tailwinds? Jan Oberhauser: What did I see? An interesting take. One thing I actually saw is the funding announcement of Pinecone, where—so I think they raised, like, a $100-million round or something like that. I also saw that they kind of raised around a year before, at some point before, and I was wondering, like, what changed? It’s like why are companies suddenly caring so much about them? And I realized again, it was exactly that. It’s like, what they were in the past is they were the vector database. What they’ve become, they became a deep database for AI. That’s where I say we have to do something very similar within n8n as well. And that’s exactly what we did. What we also did on this in the past and what most of our competitors did is they kind of created an OpenAI node, a node that kind of connected via HTTP, get requests to OpenAI. And you could do quite some nice things with it. And you can still do it up to this point in time. But what we have realized is that this is honestly not enough. Like, you can do quite nice use cases, but the really powerful things are not possible. You really have to be able to kind of create proper agents, like change auto prompts, add tools, add a vector database and output parsers and all of these things. And that is when we then kind of built out our advanced AI functionality, where we allowed people to do the things in n8n in this kind of low code, no code way that was previously only possible by writing Python scripts. So we kind of drastically reduced the entry barrier for people to build things, and also reduced the speed because the stuff has historically always been quite finicky, honestly. Like, connect A with B, and it didn’t work, and it’s taking away all of those pain points and it takes care of it underneath the hood, and you just click a few times, add an agent, add a model, add the memory and so on, and it’s working magically. How is open source changing?George Robson: Jan, talking about companies that share, I guess an open-source ethos across AI, obviously the role of open source I think is changing across the industry at large. We’ve seen obviously a lot of headlines coming out of Meta, out of Mistral, OpenAI released their GPT, open source version, et cetera. What are just some perspectives you can share on how you perceive the state of open source in AI more generally, and maybe how do you see its role changing in the future? Jan Oberhauser: I think the great thing we always had with open source is it’s like it’s kind of—it’s driving very rapid innovation in the end, because you have this kind of huge army of people that really, really care very deeply, they’re very smart, and very often have a lot of time. And they kind of do things that organizations can very often not do because again, they have very different incentives, or have very different timelines or have… And then I think the nice thing about open source is like, you can do whatever you want, and you can explore things that maybe wouldn’t even make sense in a company setting. So I actually think, like, open source is, like, really this amazing thing that kind of opens up the world to very many different possibilities. In the end, like, some of them wins, and a lot of open source projects never make it to anything. Obviously, that’s the ones nobody talks about, but some of them, they kind of hit something, and those are the kind of the ones, and kind of really shape kind of way often the whole industry in the end. George Robson: Maybe a follow up question to that, Jan. I mean, do you see a shift in the role of open source? I mean, do you see that companies, I mean, today might be using some of these open-source technologies to save money, to save costs, but maybe actually having more control inside of organizations over the performance of models might be a value proposition that evolves in the future? Jan Oberhauser: Definitely very, very much. I think, like, first, I’m not sure if open source is very often it’s the cheapest thing. I think this is a kind of misconception; it’s actually very often not true. I think you get a lot of things like being able to kind of self host, knowing where data is stored and what’s happening. I think there’s a lot of value there, but very often it’s actually not the cheapest thing. Very often it’s actually the more expensive thing, because you have hardware that’s probably idle for 99 percent of the time, and this actually kind of turns out to be more expensive. So actually, I’m not sure if that’s actually true. But the second part I think is true, and I think people care about it more and more. Like, we actually work now with a few organizations, and that’s actually the main reason why they wanted to use open source. It’s not because it’s free, it’s because they actually care about the data privacy and data security angle. And I think that’s also what we always historically have seen within it. And very often it’s like people want to kind of self-host and want to know where the data is stored, and obviously it doesn’t mean they want it on the computer underneath the desk. They still run it on the cloud, but obviously in their own private cloud. George Robson: Jan, one, I think, noticeable shift over the last couple of years, something that, of course, n8n, I’m sure has been a beneficiary of, is just improvements in the communication protocols between different systems and different models. And obviously MCP is a high-profile candidate that has really driven the industry forwards. Can you talk a little bit about that, kind of how you see the changing role of some of these protocols in the future and where you think they might evolve? Jan Oberhauser: I think that if you kind of standardize, in the end you kind of accelerate things. I think that’s very important. Even interestingly if the standard is maybe not perfect, I think it still adds so much value. And I think if MCP is going to be the one we’re going to use in a few years—I have no idea, but I think it’s great to have a starting point that you kind of can build on top of. In the end this MCP is like the HTTP of AI workflows, and I think that’s really amazing. I think it kind of will enable—it already enables things like agent-to-agent and it’s a kind of the building blocks you actually need for this kind of more powerful use cases like for example, you had marketplaces or like plug-and-play automations. And I think n8n can act as the kind of orchestration layer between this kind of service, MCP agents and tools. And also obviously n8n is also the best kind of platform to build also tools that you can access with MCP as well. What is n8n?Pat Grady: Actually on that Jan, we haven’t really done the straightforward what is n8n? So for somebody listening who has a passing knowledge of n8n but wasn’t sure exactly what it is, what is n8n, and when should people think about it when building in AI? Jan Oberhauser: I think by now it’s probably the easiest to use, most powerful way to build AI agents right now. I think it allows you to kind of again, build things you previously never even thought you were able—you could build. I think the nice thing about it is you can go very fast from a first idea you have to a first prototype, and then bring that prototype into production. Pat Grady: What is the stack that you see people using within n8n? Jan Oberhauser: It’s actually quite diverse. I think it actually probably does make sense, because the nice thing about a system like n8n is you can just connect everything to anything. It’s like there is probably not kind of this default stack people are using. Like, they use literally any LLM, they use any kind of memory or vector store or any kind of applications, et cetera. It’s just the thing that makes anything great, because honestly, like, I don’t know what LLM is going to win the race in the end, who’s going to be the best one, if it’s going to be one or if it’s going to be a million different ones, it’s going to be a small one, a big one. I have no idea. But that’s the great thing about n8n is like, we don’t have to care because the nice thing is you can use whatever is best for your use case, and I think that is what makes it so powerful. Pat Grady: Any interesting observations on what’s been trending, positive or negative in the n8n universe? Jan Oberhauser: What people definitely use quite a lot is honestly still like all the kind of Google tools. Google is definitely still, I think, the one kind of application you can use. People use it privately in a large organization, and I think that’s an amazing thing. That’s why we definitely see this as probably one of the strongest ones. We definitely also see a lot of these kind of communication platforms, if it’s a Slack or Telegram or anything like that. It also kind of makes sense especially in this kind of AI world, because you obviously need an interface, how you kind of interact with the agents you build, and I think that is probably a few to call out. And apart from that obviously, also things like just databases, any kind of—and again, the nice thing about n8n, you can connect literally anything. So it’s not just kind of applications, it’s also kind of low level things as well. And also honestly, very often also internal tools as well. The changing user basePat Grady: One of the nice things about n8n is you struck a good balance between the sort of flexibility, customization, control that a developer might want with the ease of use that somebody who’s less technical might want. Has your user base changed kind of the complexion of the n8n user base? Has it changed as you’ve gotten more and more AI adoption? Jan Oberhauser: It’s quite interesting, like, when actually our user base started to explode, like, since the last eight months, you are really wondering if those people are really going to be the most successful, like if the quality actually dropped. And quality doesn’t mean obviously it’s bad people, it’s just like the kind of people that are successful within n8n. And it didn’t, which was quite surprising. Really, people that are either already quite technical or people that really have a use case and they care very deeply about what they’re building and they’re just willing to put in the work. Like, maybe they’re not as technical when they kind of enter, but they have a problem they really want to solve. And we have actually quite a few users that actually started to learn to code because of n8n. And why do they do that? Because they can realize, “Hey, I can do that much, like if I’m technical, but I cannot code.” But again, this can literally go anywhere if I can code. It’s kind of this whole new world that opens up that is actually—it didn’t change that much, and I think that’s really amazing. There’s so many technical people out there and people are really interested. I think our community, it’s really amazing. It’s just the ideas they’re having, how driven they are, and how much they also want to help each other out. I think that’s just great. How AI has changed thingsGeorge Robson: Jan, do you think with the proliferation of adoption of many of these different AI technologies, the pressures are different on being a founder in 2025? I mean, you’ve lived it over the last eight months. Jan Oberhauser: Yeah, I think that it definitely changed things. I think the main thing is like, the past, it was easier to plan and know where you’re going. And right now you’re always living in this constant—I wouldn’t call it fear, but kind of constant state of uncertainty where the world is moving, and you have to be really willing to kind of—like, you have to strike a very good balance between not missing anything important, but at the same time not jump on anything that’s coming up your way. And I think that is definitely much harder, it feels like, than it was in the past. George Robson: Given that, how do you think the signals that you get as a CEO have changed in terms of how you weight them? I mean, even things like, you know, the usage you see across the business or the revenue being generated, you know, in different parts of the company, how do you sort of assess the sort of durability of that and make sure you’re investing behind the right things? Jan Oberhauser: And this actually probably talks about something I think is generally quite important. It’s definitely harder in kind of this open source world we are having, as obviously we have some use cases that generate revenues like with enterprises, and we have a lot of people that use the product for free and we never generate revenues with them. But honestly, none is more important than the other one because one is obviously going to help us directly, but the other one is the thing that drives all of it. So it means we have to strike a very good balance between both of them. And honestly, normally I’m leaning much more heavily into kind of—for example, I guess you obviously asked about signals, but I think it’s an important point is like, I normally lean much more heavily in kind of giving away more for free because again, everything we give away for free kind of makes the whole product better for literally everybody, and drives more adoption and also drives more revenues in the long term, versus everything we built for the enterprise organizations obviously just kind of helps a subset of the users. I think it’s still important to do both and I think you have to listen to both very closely, but also I think it’s around timing in the end. It’s like right now I think it’s really about capturing the market, and we have to listen to what do people really want to build? And I think what is important is to really capture the market generally, literally capture the smallest builder out there. Because what we already see is that through the smallest builders, we get into the largest organizations out there. What I think is impossible is if you now focus very heavily on enterprise only and I think you can never go downwards again. I think nobody went from enterprise to kind of owning a space. And I think that is—again, also Google started the same way as well. They maybe own quite a lot. The same with Microsoft as well. But you have to start in the right direction there. Pat Grady: You know, right now we’re seeing this explosion of people building with AI capabilities. Over the last few years we’ve seen an explosion in the AI capabilities themselves, and so the question is, is that technological foundation, the AI capabilities themselves, do you think that that is still innovating at the same rate it has over the last few years, or are we finally asymptoting in terms of the capabilities coming out of foundation models or out of the open source world? Do you have a point of view on that? Jan Oberhauser: I think probably looking at GPT-5, I think it definitely feels like it’s slowing down, which kind of makes sense. I think it’s not very often what happens there is more low-hanging fruits in the beginning than the later point in time, and you can throw more compute power and more data for quite a while, but at some point you kind of max out there and at some point it just becomes too much. So I think definitely the pace is kind of slowing down. However, I just think that’s more or less a kind of a temporary thing, because there’s so much money in the market right now where people are exploring a lot of different things. And some of them are still very early and I think they’re not at the right stage yet, but I think with some of them we’re coming to the right stage, I think we’re going to see probably another acceleration. George Robson: Jan, maybe building on Pat’s question, we’re seeing more code being written by machines, right? And more end-to-end, agent-to-agent automation. How does that change the positioning of n8n? How do you think about areas you’ll invest, maybe given that future? Jan Oberhauser: I think one thing is, I think it probably talks a little bit to the kind of role as a developer. Like, in the past, a developer was somebody that kind of built something for you. It’s like they said, “Hey I need X,” and they built X for you. Now with tools like n8n and all of the vibe-coding tools, that’s changing. You see developers more as the people that kind of generate, kind of create the guardrails for you, the people that empower you to build the things you actually want and need. And I think that is really amazing, and honestly it also says exactly what n8n was always about. It was always about empowering people. And I think it’s great. I think literally every developer is kind of going into the role of empowering other people to build the things they actually want and need. Yes, developers obviously still have the vibe coders and other people like that. They’re not going to build everything. There’s still going to be a role for the classical engineer. But I really love that kind of world where people are empowered, and the people that have the problems are the best equipped to kind of solve them themselves. And I think that’s kind of a road where we’re going. And I think that the engineers and developers are definitely a very important part for that. The need for orchestrationGeorge Robson: I mean, Jan, something I think we’d love to know your opinion on. I’m sure a lot of people listening are struggling between building, you know, verticalized applications that solve a very acute use case versus kind of having broader platform visions for their companies. n8n is the horizontal of horizontal tools in many ways. How do you see the positioning changing given some of those dynamics of some of these very vertical applications, and then some of the more horizontal tools coming out of the labs and the like? Jan Oberhauser: Yeah, I think, like, vertical tools are obviously amazing. If you had, like, one very specific use case that does this one thing perfectly and it can do it much better than every horizontal tool. Obviously, that’s exactly what happened with SaaS. George Robson: Hmm. Jan Oberhauser: Like, in the SaaS world, they have a vertical application for literally everything. That is again why we had the need for something like n8n, because you had to kind of bring all of them together again. I think there’s also a limit, but it also probably happens more and more in AI right now where people build these kind of very vertical tools as well. But as this is happening, the complexity increases again, and you either need kind of another orchestration tool or you need a horizontal tool that kind of builds everything for you again. So either kind of, again, you bring all these tools together or use a more horizontal tool to kind of build this thing in this one tool rather than kind of a million different ones. Again, I think that’s again why we obviously feel like we’re in a very good position there because again, I think no matter which way it’s going to turn out, I think we are very well positioned for this world. The Excel for AIPat Grady: If everything goes right, what will n8n be in five or ten years? What role will n8n play in the world? Jan Oberhauser: The idea is always like—for very many different reasons, I always compared n8n to Excel. I always thought about, hey, if people 15 years ago they heard “spreadsheet,” they thought about Excel. And if people in a few years think about, “Hey, I have to build AI, have to do anything with AI,” the only thing that should come to mind is n8n. So I see it more as kind of this default orchestration layer, like what is kind of the platform from everything to building to deploying and where you find your agents, anything like that. I think that is where I think n8n is going to naturally evolve, and I think we are very well positioned as we are already kind of starting to be like the default building tool already. George Robson: That’s a future we’re very excited to live in. Thank you for sharing that. So Jan, you build a remote-first company, obviously centered in Europe but with global ambitions. Just talk a little bit about thinking about going into the U.S. and kind of building the team and scaling the organization over the last year. Jan Oberhauser: Sure. Obviously we started in Europe, and the whole team was based here, which always was quite interesting. Even though we were based in Europe, like, our user base was always very global, and even for quite a long time Europe and the U.S. had the same size even though we honestly didn’t provide our U.S. customers the best experience. That definitely shows this very, very big need in the U.S.. That’s why we also right now are expanding to the U.S., and we are actually just right now opening our office in New York. And this is also why we’re hiring quite a lot. It’s like, especially obviously in the U.S. but literally like also I guess we could say worldwide, literally everything from engineers to people in support and especially a lot of people in the go-to-market org. I think it’s also the kind of the thing that gets me excited is like I think not many European organizations kind of have the possibility to really build something really global, something that really matters. I think n8n is probably one of the orgs I think that has quite a lot of potential, and it’s nice to see that we are now finally kind of going that direction and kind of also kind of capture the U.S. and take that market over as well. Lightning roundGeorge Robson: And maybe to wrap we love to ask some kind of rapid-fire questions just to get your take on a couple of key themes. I think one, just from your reflections of the last six years, what’s maybe one of the hardest truths you’ve learned about Jan as a founder/CEO? Jan Oberhauser: I guess one thing is probably I really don’t like to say no. [laughs] There’s so many different things out there, and I think very often it turned out to be okay, like, to kind of do a lot of stuff in parallel. Sometimes in hindsight this actually didn’t turn out that well. Interestingly, I think that most things very luckily turned out to be quite well, so I’m very lucky there. But I think it also could have turned out very differently, and I think for most companies it actually turns out very differently. George Robson: We want you to keep taking those big swings. Jan Oberhauser: Yeah. Pat Grady: What is one must-read or must-watch piece of content in AI—blog, book, show? Jan Oberhauser: Like, I still love Her. It’s just a movie. I think it’s just—yeah, I think it’s just this thing that is especially amazing about it is like a few years ago it was sci-fi, and it’s now suddenly this thing that is just around the corner. And that’s why I just love it. I think it’s also a great movie. George Robson: Is there a tool or a product, Jan, you’ve been playing with in AI that you would recommend or that really interested you? Jan Oberhauser: I think I just very recently and probably very late I came there, but I started to use Granola. I think it’s such an amazing tool. It’s so great, so simple to use, does such an amazing job. So I think that would probably be the one that comes to mind right now. Pat Grady: What AI application or application category do you think is most likely to break out in the next six to 12 months? Jan Oberhauser: I think it’s probably more this kind of AI-powered internal tooling. I think there’s obviously like this external part that I think is a little bit hard. You have to be very careful there. But internally you can take much more risks. We also see that already at n8n quite a lot. That’s obviously why I’m also excited about it. George Robson: Yeah. Needless to say, we appreciate you sharing some of your story, looking into your crystal ball for us, and kind of sharing some of the perspectives over the last six years. It’s been a privilege for Sequoia to be a part of it, so thank you for having us on the journey. We look forward to the future. Jan Oberhauser: Thank you very much. Thanks for having me. Mentioned in this episodeMentioned in this episode: Model Context Protocol (MCP): Open protocol that lets AI models safely use external tools and data that is used extensively by n8n for orchestration. Vector database: A database optimized for storing and searching embeddings, now widely used for RAG systems in AI. Granola: AI productivity tool mentioned by Jan as a recent favorite.  Her: A film that Jan says, “a few years ago, it was sci fi, and it’s now suddenly this thing that is just around the corner.” <div class="framer-mcvrsd" id="

When the AI wave hit, n8n founder Jan Oberhauser faced a critical choice: become irrelevant or become indispensable. He chose the latter, transforming n8n from a simple workflow tool into a comprehensive AI automation platform that lets users connect any LLM to any application. The result? Four times the revenue growth in eight months compared to the previous six years. Jan explains how n8n’s “connect everything to anything” philosophy, combined with a thriving open source community, positioned the company to ride the AI automation wave while avoiding vendor lock-in that plagues enterprise software.

Hosted by George Robson and Pat Grady, Sequoia Capital

Mentioned in this episode:

Model Context Protocol (MCP): Open protocol that lets AI models safely use external tools and data that is used extensively by n8n for orchestration.

Vector database: A database optimized for storing and searching embeddings. These “vector stores” can pair with LLMs for retrieval-augmented workflows.

Granola: AI productivity tool mentioned by Jan as a recent favorite.

Her: A film that Jan says, “a few years ago, it was sci fi, and it’s now suddenly this thing that is just around the corner.”

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