AI startup

“So you've got AI in seed in series A, it's probably something like, you know, 30 to 35% of all the capital that we see or saw last year is going to AI companies. But the weird part is if you look late stage, it's actually much higher. So, 50% almost of every d…”

“We're showing a chart right now that shows seed stage valuations for AI companies being 40 to 50% higher.”

“All the models just constantly get better and a new entrant coming in today can probably out of the box, have a product that is equally as good as yours. And so your time in market mode, frankly, doesn't exist.”

“So now you've got to compete with incumbents, foundational models, and new entrance. So competition becomes a primary risk. All of a sudden the ability to deliver incredible value is not nearly as hard as used to be, but The counter to that is competition is m…”

“A lot of companies right now are doing point solutions where they're making today's process better... And there's so many like better note takers are better this and it's like, that's just making incremental progress.”

“And I think it's, there's a lot of acquisitions happening right now, mostly for AI talent. So I think there's, candidly, I think there's a lot of companies quietly, not saying it, that are quietly being built to get acquired earlier.”