Answered raw tape
D 3 · C 3 · P 4 · Cm 3 3.25
Q Exactly. Are we about to enter a trough where experimental budgets go to zero or go reduced again before we see the spike again? How do you think about that?
A We care a lot about the ROI of Finn, and thankfully, it's kind of self-evident. Like, as an example, yesterday, I think OpenAI had a 45 minute outage, and I think everyone got a real, uh, taste of what the world was like before you had Finn, because you've got these support teams being like, yo, world, what's this new spike in volume? And we're like, oh, Finn had to, like, hand over to human. Areas where it's, um, very, how would you say, speculative and open-ended. We thought it would be cool if we could run a, a little bit of AI to To generate ideas for a workshop or whatever, right? They're definitely going to get cut to zero, and they'll, they'll, somebody's going to check a box saying, and we're, we're, we're very future focused. But I think anyone who's got a product that is genuinely, like, delivering real value, I think those budgets are going to stick around and actually massively increase.
AI assessment note: “speculative and open-ended... They're definitely going to get cut to zero”
Partly raw tape
D 3 · C 3 · P 3 · Cm 2 2.85
Q What's your biggest investing miss and did it alter how you think today?
A I probably am more known for writing too many checks. So I'm probably more known for, uh, like, uh, sort of like too many bad checks, as opposed to any I'm turning what's like, there's a few, I couldn't get it together to do on time or did too late or, uh, or whatever. So, uh, poly work is one where I still think there's an interesting future ahead of them. Um, and I, uh, I basically just couldn't get the paperwork to get like, just, I want one of the downsides of being an operator genuinely, like as in somebody who has a job when you're trying to invest. Is you're just getting hit with like DocuSigns left, right, and center, or like due diligence things, or like, oftentimes it'll be like, hey, we have to form this other company, which is a special purpose vehicle to make this investment, and he just signed these seven things, and And also that sort of stuff is what we're more likely I'm, I'm, I'm likely to scupper because in general, I'm, I'm probably more likely to have a go than not. Um, I'm sure I think I've ever actually been like, that was a total miss. There's a few, I think will turn out to be a miss. There's a, there's a startup developer tool called Rowdy that I should have invested in when I was given the first chance. And I think that will work out. Uh, incident.io would be another one. Um, there's, there's been ones where because I invested in one area in one produ…
AI assessment note: “Rowdy that I should have invested in when I was given the first chance.”
