AI startup

“I just think that it's so intellectually dishonest to announce a one hundred million dollar seed round, and it's like this, you know, do not pass go, do not find product market fit, go straight to series C or D the laws of organization building do not apply to…”

“If you can just surface some of these superpowers in the workflows that customers have, so that tomorrow when they log in, suddenly they have it, then they don't have to, Necessarily go to an entirely new place and abs, you know, go through the friction of doi…”

“The thing you do not want to be is an AI company that's intending to raise round based financing and be through. And I think that's a lot of the points I try to make in the deck is why that's true and like why it's a terrible place to invest.”

“OpenAI has now swiped all these AI startups for sure, and being an AI startup is a bad idea, which has been my line for a while.”

“Everyone's okay with this because it allows them to argue that they don't control I think any of these, you know, it allows them to argue their sphere of control is smaller than it kind of actually is”

“This, all of a sudden, I think does become a subprime crisis. Right? Like this is all gonna blow up in everyone's faces, like at some point”

“If you have a big platform that gets better with better targeting or copy, you're great. You know, the meds of the world, the Google, you're going to do fabulous. As long as you get the cost of the stuff down, you're in business. You're going to do great. You'…”

“I think the idea being that OpenAI has now swiped all these AI startups for sure, and being an AI startup is a bad idea, which has been my line for a while.”

“I mean, I think we're going to see a lot more of this. And AI in particular, Seems very predisposed to, like, confusing math.”

“A lot of these are net negative margin.”

“Like, I just think, like, the chessboard has matured enough that, like, the children don't think they're gonna get a seat at it. So, like, there was this moment where, like, a bunch of small warlords with, like, two followers were like, I'm gonna be the next k…”