Brandon Foody

“And so I feel like building defensibility in the software layer On top of the models is going to be incredibly difficult. Whereas on the other side of things and the infrastructure side, it feels like there are meaningful moats that are getting built.”

“We maybe can't double prices. We could double capacity. We could probably increase prices by 30% without much of an impact.”

“Like we have the demand to Double overnight. We just don't have the capacity.”

“I believe there's certainly going to be many more jobs in 10 years than there are today.”

“Think of one person that's very prominent who's invested in multiple competitors and just, like, made this tweet about how all of our data was getting accessed by China when it was totally untrue.”

“The, we burnt a half a million dollars after our seed round. And then from there, we've pretty much been profitable ever since. We have more cash than we've ever raised.”

“And so we view having over five hundred million in cash and a super profitable business as a significant asset and allowing us to be prepared for when there is a market correction to make sure that we consolidate market share.”

“We used to have this paradigm of all of the academic benchmarks that were totally disconnected from the outcomes that enterprises actually care about, where people were building everything ranging from GPQA for PhD level reasoning to IMO for Olympiad math to H…”

“And so I think that There are going to be high margins that get achieved at the infrastructure layer and sort of sustainable, profitable businesses in a way that it's less immediately clear at the application layer.”

“Everyone underestimates the elasticity for demand and increased productivity in the economy.”

“And now they're focused on how do we get the model to do this end-to-end workflow, coordinating with multiple colleagues for a financial model or a slide deck like we were discussing. How do we get the model to build an entire SaaS application end-to-end? And …”

“And so it allows vendors that are extremely high quality to be super differentiated in so far as pricing power, because quality is the X factor that becomes dramatically more valuable than any other dimension.”

“And there's oftentimes this very power law nature of data that drives model improvement in that out of a data set of 10,000 tasks, the top 2000 tasks will create majority of the value.”