competitors

“The competitive lanes issue, which is if I back you, I'm not going to back your competitors. And so that means that every time we write a check, we're giving up the opportunity cost of serving another customer and of backing other companies in that space.”

“Our competitors, other people that are in the space, they're out there and they're touting that it's so quick to set up. They can get set up in as little as 16 weeks. And that's weeks. That's one of the fastest we found. Others take months or like as little as…”

“The problem with competing one-on-one and only looking at what the competitors are doing is that you're sort of obsessing about the output that they're creating, and you can't really replicate what's going on internally. You have an idea of what they might be …”

“Every one of our competitors was running their funds in 12 to 18 months. Deploying capital three times the rate we were”

“You're talking about 50, 55% gross margins compared to 75 today.”

“Every Feature that we put out. We know that's going to take either a few weeks or a few months for competitor to copy, and we see that a lot.”

“Actually, our job is the distribution of intelligence, and this is really unintuitive, but like, we put all this effort into training these models, and then we serve these models to our competitors.”

“A lot of our competitors, the really big ones, if they make a mistake, They get paid to fix it. I think if we make a mistake, we lose money, and we lose contracts, so.”

“It has become a premium product since the end of last year. It is twice the cost of its competitor, right? Especially at the, after four, six, it started to charge enterprises clearly per token per use case. They charge them directly. Prices doubled. It is a p…”