AI application startups

“I think we're going to look back on this discourse a few years from now, and it's going to feel very similar.”

“You think it's the domain expertise that matters. It is without a doubt The AI expertise that is more scarce and therefore matters more.”

“In my experience, most of these companies that are like, let's say break-even margins, it's like a board level specific choice to prioritize distribution, not just because this is systemically something they have to do.”

“For a lot of these categories, the labs set the baseline in terms of customer experience. They're like, they're your competition at your base layer. And so whatever you can get from ChatGPT or whatever you can get from anything directly from the labs apps them…”

“One of the non-negotiable disciplines before you do it is you should go and try and use the core models to do the same thing. And you should try and build a functional version of that as simply as you can. And if you can get even vaguely close to it, you need …”