The Ledger
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Khachab: AI will replicate years of proprietary software development by 2028
“This thing is going to learn how to code in no time. And maybe not now, maybe not next year, maybe 27, maybe in 28, like where's our technological mode is going to be? Like it might just be gone, like anyone maybe able to replicate what we have built over year…”
Khachab: Future software companies will sell virtual AI employees, not features
“But in the future, we are more or less selling an employee. And like, you know, here's a very highly competent employee that is, that has specific skills, sorry, to perform in your company.”
Khachab: AI adoption will be faster in traditional industries than in tech
“So the adoption curve is going to be way faster. Like AI is the perfect tool for traditional industries. Much more actually than for kind of like startups and tech, because those are people that are tech first, they know how to work with interfaces and stuff l…”
Khachab: Foreign governments offer to pay top AI talent salaries for years
“Like the most extreme offers that you get is like people are going to pay Sell it like government is going to pay salaries for three to five years. For your top AI talent. Like, they're gonna do that.”
Khachab: Only companies with majority AI revenue will win in the market
“I do believe only AI first companies will win. And by AI first, I mean that a majority of your total revenue or of your new revenue, which will lead into a majority of total revenue, Has to come from an AI product.”
Khachab: AI automation will enable 10-person unicorn companies
“I think one thing that became very clear is that, you know, great to me, great companies, at least from headcount perspective, get smaller and not bigger. And the reason is, is like you have to automate as much as possible and with AI that is fairly possible. …”
Khachab: Eliminating food waste has 5x the CO2 impact of eliminating cars
“Reducing food waste. And I'm not saying, you know, alternative foods. I'm not saying eat less meat. I'm not, I'm just saying don't produce that waste. That's the only thing. Has five X the impact as if all cars would be gone, not electrified, but gone. Five X …”
Khachab: Tech workers without AI building skills will become obsolete
“If you were to leave Joko tomorrow and you would not have the skills On how to build a FAI, then your skillset will be obsolete.”
Khachab: Choco's AI API costs dropped 80% in six months despite growth
“We literally had to do nothing, and our price is now 80% lower than six months ago, despite probably having five or six extra transactions.”
Khachab: AI will not enable enterprises to replace Salesforce with internal tools
“I don't think so. Because, okay, like AI today, like even the best LLM won't enable you to build something like Salesforce fairly quickly. There's so much code, so much customization in there. And then plus, even if it would, then you would have to maintain it…”
Khachab: Europe will receive AI products last due to regulatory friction
“I'm not sure if we're not gonna get it, I think we're just gonna get it last. It's gonna just, it's just gonna take longer.”
Khachab: France and Italy ban German trains due to extreme delays
“French and I believe even Italian railway system doesn't let German trains anymore enter their countries because they're just too fucking late all the time.”
Khachab: No German VC fund could lead a €20M round in 2018
“When we started Choco, there was no way To raise twenty million, even just twenty million euros in Germany. It just did not exist. That kind of funds that you could raise one, you could raise five, maybe 10, 20 just did not exist.”
Khachab: Choco lost 98% of its GMV in the first COVID week
“When COVID hit and when you lose 98% of your GMV at, and it's a very first week of it”
Khachab: Spanish restaurants order from 18 suppliers compared to four in US
“The average restaurant in the US and Germany orders from four and a half different suppliers. Yeah. So say one for fish and one for meat and one for drinks and so on. France we had nine, much more specialty, more focused on food and so on and so forth. In Spai…”