AI First Startups

topic on 1 show · 3 statements across 3 episodes

20VC

3 statements about AI First Startups, every show

20VC Opinion
Lanng: AI-first startups today are as revolutionary as early cloud companies
“That's actually where, I mean, one of the reasons also I got so fascinated was like, to me, building a startup today that is AI first is as pivotal or revolutionary as it were, 14 years ago to build the first cloud companies.”
Christian Lanng Sep 27, 2023 ▶ 52:54 Christian Lanng: "How Being a Founder Almost Killed Me" | E1065 · 20VC with Harry Stebbings
20VC Assertion Supported
Delangue: AI Startups Cost More to Build Than Traditional Software Startups
“It does, a little bit. A bit similarly, in my opinion, to how, you know, like you would build like an internet company or like a software company, 20 years ago. Because compute is kind of like more expensive for AI than it is for traditional software. Because …”
Clément Delangue May 12, 2023 ▶ 31:05 Clem Delangue: The Ultimate Guide to Investing in AI; Elon's Threat to Sue OpenAI | E1013 · 20VC with Harry Stebbings
20VC Assertion Not checkable as stated
Fontana: AI startups achieve 95% to 98% long-term gross margins
“You tend to start at 40 or 50% gross margin, but then you get to 95, 98%, we're seeing in some companies we work for gross margin, and then you just stay there. As opposed to SaaS companies, we're constantly having to build another feature or deliver a service…”
Ash Fontana Nov 18, 2019 ▶ 25:08 20VC: Ash Fontana on The 5 Core Characteristics That Make Data Valuable, What VCs Can Learn From Italian Craftsmen and Howard Marks & The Importance of Vertical Integration In Scaling Today

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