AI-first startups
3 statements across 3 episodes · 2 bullish · 0 bearish · 3 people on the record · first statement Nov 18, 2019 by Ash Fontana · across every show →
Everything said about AI-first startups, oldest first
Nov 18, 2019 bullish
Fontana: AI startups achieve 95% to 98% long-term gross margins
“You tend to start at 40 or 50% gross margin, but then you get to 95, 98%, we're seeing in some companies we work for gross margin, and then you just stay there. As opposed to SaaS companies, we're constantly having to build another feature or deliver a service…”
May 12, 2023
Delangue: AI Startups Cost More to Build Than Traditional Software Startups
“It does, a little bit. A bit similarly, in my opinion, to how, you know, like you would build like an internet company or like a software company, 20 years ago. Because compute is kind of like more expensive for AI than it is for traditional software. Because …”
Sep 27, 2023 bullish
Lanng: AI-first startups today are as revolutionary as early cloud companies
“That's actually where, I mean, one of the reasons also I got so fascinated was like, to me, building a startup today that is AI first is as pivotal or revolutionary as it were, 14 years ago to build the first cloud companies.”