AI startup

“One big difference between AI startups and others is it's actually quite expensive to operate an AI startup in terms of the compute resources, like running this stuff in these GPU machines is quite expensive. So typically these companies need to have a monetiz…”

“I think things that are going to, I can't promise this as like a five to 10 year thing, but at least like one to three years, things that feel defensible or durable. One is understanding of a particular market.”

“The data flywheel thing is really interesting because, you know, the models will get really good at whatever data you show it. And that's one of the things that people just think that AI is such a magic wand, but no, it's like, if it's been trained on the righ…”

“We have companies That, you know, went from zero to eight hundred million in a year, and that kind of thing, and so it's not a, I would say there's a basis for the prices going up, first of all.”

“My general advice, and I've been giving this to people for a while, and I think it's still true today, is make sure you're building for where the models are going and not where they are today. You know, the, it's clearly a moving target, and I think a lot of t…”