Everything Gorkem Yurtseven said on any show that made the record, most notable first. Each card names its show and opens the statement there.
Gorkem: Hosting LLMs is a bad business due to Google search competition
“Language models, hosting language models is not a good business. At the time we thought, okay, we are going to be competing against OpenAI and Anthropic and all these labs. Turned, turned out that it was even worse because the killer application of language mo…”
Major film studios actively seek generative AI video tools from fal
“Something changed this summer and we are getting a ton of interest from basically all the studios in LA or elsewhere. Everyone is really interested to at least do something about it because now they understand this is good enough and they can actually save mon…”
Frontier AI model advantages last only three to four months
“In the whole AI market, it looks like it's very hard to differentiate with models. If you have a good model, you maybe have a three month lead, maybe four months people catch up.”
Model commoditization will drive fragmentation, favoring multi-model platforms like fal
“So it looks like it's going to be really hard for someone to differentiate with the quality of the model. And we believe this is going to lead to even, even more fragmentation. So a company like Fall where you get to access many different models at the same ti…”
fal employs over 30 engineers with zero dedicated engineering managers
“Yeah, we don't have engineering managers. We have around like. 30 to 34 engineers. We do have leads. Obviously we have leaders in the In the team, but you know, we don't have this engineering manager role. Everyone is always, like, contributing, writing code. …”
Fal CEO: Newer Video Models Are Now Much Better Than OpenAI's Sora
“Now we have video models that are much better than Sora.”
No AI Company Enjoys 80% to 90% Gross Margins, Says Fal's Yurtseven
“No one in AI really has 80%, 90% gross margins because the way we sell software changed.”
Consumer Demand for Top AI Models Has Increased Inference Costs 100X
“Instead of models getting cheaper, yes, maybe the running the same model got cheaper. But people trained much bigger models that are much more expensive to run now, and people expect to use the best model. So running inference in general, maybe a hundred X in …”
AI-Native Startups Are Outspending Large Enterprises on AI Infrastructure
“One really interesting thing that's happening is lots of more AI native companies and newer companies are actually spending more than like bigger enterprises who are maybe not super sure about putting things into production, but we want more of them.”
Optimizing common AI workflows creates more value than arbitrary custom deployments
“Everyone wants to do the same thing over and over again. And therefore we thought there is value in actually optimizing the most common workflow.”
fal surpassed $100M ARR, scaling from $2M the previous summer
“Now it's over a hundred.”
Small mixed-group feedback discussions are more constructive than traditional 1-on-1s
“Instead of one-on-ones, we try to do like smaller groups of discussions, like one-on-three or whatever, one-on-four. And we try to bring like people from within the team, but maybe someone who joined recently, someone who's been there for a while, someone who'…”
Yurtseven confirms Fal.ai has surpassed $100M in revenue
“And you guys are over a hundred million in revenue, right? Just, this is not, you know, just developers kind of kicking the tires. That's correct. Yeah.”
Yurtseven: Real-time generative drawing tools fail to retain users long-term
“I think it makes for a good demo. You know, you could build real-time applications. You could build these drawing applications, things like that. But I don't think people could build applications that like have user retention long-term. Like people couldn't re…”
Yurtseven: Generative AI will not revolutionize Hollywood due to finite attention
“Like how many movies do you watch a year? Like maybe 20, 25 movies. How many movies in the theater you watch? Three, four at most. So if there are like thousands of movies that a year, like people won't be able to watch all of these movies. Like there's just n…”
Yurtseven: Closed-source models cannot foster effective LoRA ecosystems
“Like I've never seen a closed source model that can create a good LoRa ecosystem. It just basically doesn't exist.”
Fal: Company avoids sales quotas and pays full OTE
“One thing now we are experimenting, maybe we can do shorter term quotas, meaning maybe quarterly or monthly quotas rather than yearly, whereas it's more predictable, you can course correct if something changes, but right now we are also not, not doing quotas. …”
Yurtseven: Generative media AI represents a distinct market from general AI models
“Everyone pretended, oh, all AI models is the same market, you know, same companies will be running all the models, but also we identified early that the buyers of these models are going to be very different. Therefore, this is going to be a completely differen…”
Off-the-shelf models eliminate data prep for all but the largest enterprises
“If there's a ready-made model that changes everything, this whole like data preparation stage. Can be skipped and only like the biggest of the companies are going to do that. Everyone else, they'll just use something off the shelf.”
Raising alongside competitors puts startups at disadvantage due to investor fatigue
“And that's something we underestimated how, how disadvantaged of a situation it is to raise at the same time with seemingly all your competitors, because they all say the same story. Investors hear it over and over again, and there's some Fatigue of hearing th…”
fal built managed APIs to control code over arbitrary GPU orchestration
“Instead of Focusing on like GPU orchestration and letting people deploy whatever they want. We decided to build, you know, APIs. Every single code that's deployed is owned by us and we control the whole process.”
Top diffusion researchers abandoned image for video generation chasing VC hype
“There were so much to do there, but the price for video was much shinier and there was a lot of VC money being poured into it. All the researchers left doing image research and then focused on video.”
AI research labs actively approach fal for day-zero model releases
“And now with FAL's position in the market, we also get some early information from the research labs. Everyone like tries to talk to us. And release their models on file on day zero.”
fal hosts around 600 models compared to under 10 at AI labs
“So the number of models they have to host is like less than 10. And for us, it's like around 600, which is, complicates things like a lot.”