OpenAI

“There is a limit to which you can scale a product, which doesn't have a moat. GTM can be a moat, but product also has to have a moat. Otherwise, It can scale to a level, then it flattens out.”

“I think that caught pretty much everybody, but the people in OpenAI by surprise was that you can have a relatively small number of examples from people, fine tune the model on that, and then it's a lot easier to work with.”

“Mira, the other co-founder of OpenAI is raising a two billion dollar seed round at a ten billion dollar valuation. She's not offering the rules of the engagement are that she has more, more board votes than everyone combined on the board plus one.”

“GPT-Foro just, like, Grew everyone's awareness that voice was important. It didn't really like displace us by any means. It just made it more popular.”

“For that reason, I haven't made a lot of AI investments. And so I've seen a lot of AI ideas where I'm like, I totally see the inflection. I can totally see why people are going to love this product. I just don't know why there won't be 10 just like it, or I do…”

“It seems like OpenAI and, like, Anthropic especially are, like, Pushing out of just being model providers into being vertical providers.”

“As soon as your brand and you recognize that their transaction has moved into the AI funnel and that a consumer can go to ChatGPT and say, Hey, I'm training for a marathon and 10 minutes later can buy a pair of sneakers within that same conversation on ChatGPT…”

“When I look at like free to paid ratio for open AI, even outside of India and Southeast Asia, it is, we still talk about five, six percent. It's very similar to any B to C SaaS really.”

“Frankly speaking, is OpenAI clearly want to take these markets. There is no doubt about that. OpenAI want to be a winner. They are willing to subsidize rich generations.”

“I think it's very difficult for me to see Any other company than OpenAI and Anthropic are being competitive in the foundational model space. It's just very, very difficult for a startup to be a foundation model company. I don't want to say anything bad about c…”

“Airflow has downloaded over three hundred million times last year, and there's 80,000 plus companies using it. And that includes everyone from Siege State Startups to The biggest banks in the world to companies like OpenAI and Anthropic that are building incre…”

“Our risk is, as I mentioned just then, is like, we may not have product market fit tomorrow morning. And that's not based on, like, OpenAI or Anthropical. It's just based on the speed that Verticalize application is shipping great products. So really, our only…”

“If you take all of those different pockets of use cases together, It's like several, several times bigger than like chat GPT voice mode. So yeah, open AI is like a big customer and like has a lot of traffic, but at the same time, like the pie is a lot bigger t…”

“I get an email from open AI and it's like, Hey, so we signed up for a live kit cloud in secret with a personal Gmail address three weeks ago, and we've built this voice interface, like on top of you guys. And now we're like fans and we want to like talk commer…”

“It's a legal services company. They have legal professionals who are acting as an extension of the in-house teams of OpenAI, Stripe, Citibank.”

“I think that time or that phase of products probably is gone right now because now you have to find your relevancy every day. You know, you're like one deployment of open AI or like one anthropic release away from dying. So you cannot sit back at the laurels o…”

“We don't use open AI, Anthropic, anybody else. So we're entirely built from the ground up.”

“If Chaggy BT wants to know about congestion in Barcelona or the best restaurant to go in Copenhagen, they are going to start to form an opinion of which tool is the best for the job to answer that, which can give The model, the best quality response and allow …”