Brendan Foody

11 statements across 2 episodes · 4 bullish · 2 bearish · 1 people on the record · first statement Sep 15, 2025 by Brendan Foody · said 34 times in 5 episodes since 2025 · across every show →

On the record as a speaker too: Brendan Foody's record, appearances and statements → this page counts the times other people say the name.

Mentions by year

brought up most by Adarsh Hiremath (17), Harry Stebbings (9), Victor Lazarte (6), Everett Randle (1), Cliff Weitzman (1)

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Everything said about Brendan Foody, oldest first

Sep 15, 2025 negative
Opinion
Academic AI benchmarks are wholly disconnected from enterprise needs
“One of the largest inefficiencies in all of AI research is that the evals that people have been going on Of humanity's last exam and PhD level reasoning or Olympiad math are wholly disconnected from the outcomes that consumers and enterprises actually care abo…”
Brendan Foody Sep 15, 2025 ▶ 24:34 Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
Sep 15, 2025 bullish
Opinion
AI coding and foundation model hype is matched by real value
“Nothing jumps out to me on that, because obviously, like, I think the things with the most hype are code and foundation models and maybe starting to be use cases in finance, and I feel like The value being created is also very real.”
Brendan Foody Sep 15, 2025 ▶ 39:03 Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
Sep 15, 2025 negative
Insight
Subsidizing AI product margins fails in markets with low switching costs
“But I think the case where I would be hesitant is when there is very competitive markets with low switching costs so that people are pumping hundreds of millions in subsidies maybe billions in subsidies and then all of a sudden they switch over, the customers …”
Brendan Foody Sep 15, 2025 ▶ 37:39 Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
Sep 15, 2025 bullish
Prediction Not checkable as stated
Extraordinary AI startups built today will look cheap in ten years
“It wouldn't shock me if, like, we feel like things are frothy and it's a crazy time, but if we're evaluating things on a ten-year time horizon all of these extraordinary businesses that are being built will look like a discount”
Brendan Foody Sep 15, 2025 ▶ 34:02 Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
Sep 15, 2025 positive
Disclosure
Mercor has positive growth in net margins unlike most AI startups
“Like, we have very positive growth in net margins, unlike most AI companies.”
Brendan Foody Sep 15, 2025 ▶ 37:07 Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
Sep 15, 2025
Opinion
The dominant AI foundation model creators have likely already been established
“I think the largest model creators have already been yeah, already exist, but I'm not a hundred percent sure about that. Like, I definitely have, you know, some error bars about it. My expectation for why The largest model builders exist is just obviously the …”
Brendan Foody Sep 15, 2025 ▶ 41:34 Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
Sep 15, 2025
Insight
If an AI model is the product, its eval is the PRD
“And if we think about the model as the product, then the eval is the PRD. And so many people have been sort of just like, you know, vibe spending on AI without actually writing the PRD of what do they want to implement and how do they measure that it's going t…”
Brendan Foody Sep 15, 2025 ▶ 35:15 Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
Sep 15, 2025
Assertion Not checkable as stated
Brendan Foody made hundreds of thousands of dollars in high school
“I made hundreds of thousands of dollars when I was in high school.”
Brendan Foody Sep 15, 2025 ▶ 5:29 Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
Sep 15, 2025
Insight
AI startup durability depends on whether better models improve or ruin them
“I really like the thing Sam Altman says of, will models being dramatically better in one to two years improve your business or worsen it? I think that that is, in so many ways, the most important question to see if you're building a business that's durable and…”
Brendan Foody Sep 15, 2025 ▶ 56:17 Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
Sep 15, 2025
Insight
Working hours and employee obsession decouple as startups scale
“I think the truth is that all along it's been much more about hiring people that like give a shit and love what they do and are obsessed with it and the way that we are rather than specific hours. And early on those were highly correlated, but I think that as …”
Brendan Foody Sep 15, 2025 ▶ 49:41 Mercor CEO & Co-Founder, Brendan Foody: How They Grew from $1M to $500M in 17 Months · 20VC with Harry Stebbings
Jun 1, 2026 bullish
Disclosure
Foody Rejects $30B Sale Despite Receiving Significant Acquisition Interest
“No, I wouldn't. I mean, ultimately we've gotten a lot of acquisition interest and we could walk away with, like I could walk away with billions of dollars in cash.”
Brendan Foody Jun 1, 2026 ▶ 10:27 Mercor CEO: Why Application Layer Companies Have No Moat & The Cost of Hiring AI Researchers · 20VC with Harry Stebbings
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