AI companies

“The reason this really is done on a deep level is that you're not actually trying to model any, like, contestable preference in this. Like, you're not trying to go into things that are controversial or anything. It's really, like, the notion of preference is t…”

“All of the traditional software companies are trying to hire AI talent and all the AI companies are trying to hire systems engineers, and that is 100% the case.”

“I have always viewed prompt engineering as a skill that everybody should and will have, rather than a specialized role to hire for. That being said, there are definitely times where you do need just a prompt engineer. I think for AI companies, it's definitely …”

“What's interesting about SaaS is The churn is churn from the entire vertical. In AI, they're just churning from that company and flipping to another company. And then if you keep watching them a few months later, they flip back to the first company.”

“If you squint at the data, you can actually see that these AI companies On a per company basis have slightly lower retention than the SaaS companies.”

“Like we were looking at the top hundred grossing AI companies on Stripe and like the median was in 55 countries at the end of their first year and over a hundred countries at the end of their second year, which is like Twice as global as the SaaS wave from thr…”

“One cohort that we looked at was the hundred highest grossing AI companies on Stripe. And you kind of need a reference point. And so we were like, let's compare them to the hundred highest grossing SaaS companies from five years prior. And we looked at things …”