“I sold about a third of my ownership, and it's in nine figures.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Guy Podjarny
Opinion
Podjarny: Near-term AGI claims correlate with founders' continuous need to raise capital
“I think that's absolutely true. And there's incentives. Incentives are not always nefarious. Sometimes it's just your view of the world is biased by the things that you want to believe.”
Guy PodjarnyNov 29, 2024▶ 6:41Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
AssertionNot checkable as stated
Podjarny: Everyone who tested Cognition's Devin says it doesn't really work
“From everybody that I talked to that has tried Devon, they all think it's really cool and that it doesn't really work.”
Guy PodjarnyNov 29, 2024▶ 16:42Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
PredictionNot checkable as stated
Podjarny: Perplexity won't succeed as expected due to Google's dominant search moat
“I still think perplexity is not going to go as far as people think. Mostly not because of OpenAI, but because of Google.”
Guy PodjarnyNov 29, 2024▶ 24:50Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
PredictionOpen · timeframe Nov 2034
Guy Podjarny: Manual coding will become an edge case within 10 years
“And so I think the coding piece of software developers' work will diminish substantially. I think in 10 years' time, coding would be, ah, ah, very much alive and well, but it would be the edge case. It would be the thing that you do because, you know, like, it…”
Guy PodjarnyNov 29, 2024▶ 29:16Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
Opinion
Podjarny: Venture capital firms lack tech and operate like law firms
“Venture companies would never invest in venture companies. There's nothing scalable, there's no tech, there's no there's no real kind of you know, scalable assets in venture today. I think it's like a lot of most of it is Is like law firm style, you know you k…”
Guy PodjarnyMay 24, 2023▶ 1:14:53Guy Podjarney: $7.4B Startup Founder; How to Analyse Market Size; Good vs Great Messaging | E1018 · 20VC with Harry Stebbings
Insight
Podjarny: SaaS companies differentiated only by code are doomed
“SaaS businesses are far more than just the software that they create. In fact, if you have a SaaS business and your only differentiation is I've written all this code and nobody else can do, then your days are numbered.”
Guy PodjarnyNov 29, 2024▶ 0:04Guy Podjarny: The Future of AI Software Development - What is Real & What is BS | E1232 · 20VC with Harry Stebbings
Made with StarZero
Turn any episode into a week of clips.
This entire site, over 1,200 episodes transcribed, diarized, checked and made playable,
runs on the StarZero media pipeline. Drop in your own episode and the podcast clipper finds the
moments worth sharing, cuts them, captions them, and reframes them for every feed.
We use essential cookies to make the site work. With your permission we
also use analytics cookies (Google Analytics and Mixpanel) to understand
usage and improve StarZero. See our Cookie Policy.