Assertion Contradicted
Bajaria: 6sense Is the Only Survivor From Forrester's Predictive Scoring Wave
“So there's a Forrester way for this. You can see B to B predictive lead scoring. It's called, I think B to B predictive lead scoring. You can see it like a lot of logos on it. Sixth Sense is the only company that still exists.”
Insight
Bajaria: In B2B, Mediocre Products With Great GTM Beat Superior Products
“Especially when you are B to B enterprise or like selling into other companies, good products or okay products with great GTM can still win out. Great products with bad GTM can still lose out.”
Opinion
Bajaria: AI Enables One-Person Companies to Build 2013-Era Startups
“Now, I actually think AI has actually made it so simple with Gen AI that you can actually build a lot of things like the simple, 20 13 companies, what they were doing, you could probably build this today with one person company.”
Opinion
Bajaria: Software Moats Are Dead, Even for Foundation Model Makers
“I actually think the modes, the tech modes are disappearing.
Yeah.
Right?
You, I think if anybody believes that they can create a tech mode right now, it's hard.
I mean, even the foundational model companies can't create tech mode, which is like the most impor…”
Insight
Bajaria: Enterprise Contracts Prevent AI First-Party Data Network Effects
“And I also warn founders saying that, hey, just because you sync first party data, you know, many people will tell you like, hey, I have the network effect because all my customers give me data and I have the network effect.
That's not more because every enter…”
Prediction Not checkable as stated
Bajaria: Enterprise Pricing Will Shift From SaaS to Service-as-a-Software
“We are so used to software as a service, and the reason it was you're selling to humans. It is per user pricing. Yeah, it is platform pricing, right? That was the thing that we were used to. I think it's going to shift to service as a software. Now you figure …”
Assertion Partly supported
Bajaria: Major Ad Platforms in 2017 Could Not Target Specific Companies
“No advertising platform, whether it you take from Google to at that time, it was AppNexus to trade anybody, right, knew how to target accounts or companies.”
Insight
Bajaria: Embedded Workflow Integrations Are No Longer Defensible Software Moats
“Agentifying workflows are getting very simple.
So the workflow is not, not a mode.
Being embedded in a workflow is not a mode because switching costs are getting lower.”
Prediction Not checkable as stated
Bajaria: Future India-US Corridor Startups Will Not Need $100M to Scale
“As in this corridor, what will happen is people will not need to raise a hundred million to scale up. I think you can get to things quicker and probably change that cycle that was going on in general.”
Assertion Supported
Bajaria: Y Combinator Downsized His Batch to 47 After Processes Broke
“And in our batch, they went down to 47 companies. And the reason they did that is because they found that their whole process was broken for that thing.”
Disclosure
Bajaria: 6sense Email Agents Reply Autonomously Without Humans in the Loop
“What we have also built out is, when you respond back, that agent reads that email, and determines what you're looking at or asking for, it'll respond back. Without a human coming in the loop.”
Assertion Not checkable as stated
Bajaria: All His Angel Losses Are US Companies, All Exits India-Based
“All my dead companies are US based companies. All my exits are India based companies.”
Opinion
Bajaria: Clay's Growth Is Driven by Credit-Based Pricing Over Upfront Fees
“I think clay is also doing much better because of their credit based pricing. It scales as you're using, using, using. They're not locking you into saying buy into my platform. The platform costs you a hundred K.”
Assertion Not checkable as stated
Bajaria: Early 6sense Stalled Because Enterprise Clients Resisted Cloud Deployments
“And we got our initial customers. We got all those things, but then it became a challenge to scale it up because it was becoming more like consulting projects because we had to, they didn't want to put it in the cloud. We had to go to their systems, their own …”
Assertion Not checkable as stated
Bajaria: Early 6sense Lacked Customer UI, Operating Purely as Data Layer
“There was no UI. Right? There was, the only UI we had was for just to demo as a sales tool. That was our UI. But no customer in the beginning ever logged into our UI.”
Disclosure
Bajaria: 6sense Raised Early Funds Primarily to Project a Larger Presence
“Like, as Sixth Sense, I'll tell you, like, there was a time when we raised money, and we raised money for, not because we wanted to build more product, or because we wanted to, we raised money because we wanted to appear bigger than we were.
We took the bigges…”
Assertion Not checkable as stated
Bajaria: Early Hulu Adopted Hadoop After SQL Server Failed to Scale
“We were on SQL server before, and that thing would never run with the data that was coming in. And we tried to build it ourselves, failed. And then Hadoop came out. And we were like, why don't we build on Hadoop?”
