Assertion Not checkable as stated
No AI Company Enjoys 80% to 90% Gross Margins, Says Fal's Yurtseven
“No one in AI really has 80%, 90% gross margins because the way we sell software changed.”
Assertion Not checkable as stated
Consumer Demand for Top AI Models Has Increased Inference Costs 100X
“Instead of models getting cheaper, yes, maybe the running the same model got cheaper. But people trained much bigger models that are much more expensive to run now, and people expect to use the best model. So running inference in general, maybe a hundred X in …”
Assertion Not checkable as stated
AI-Native Startups Are Outspending Large Enterprises on AI Infrastructure
“One really interesting thing that's happening is lots of more AI native companies and newer companies are actually spending more than like bigger enterprises who are maybe not super sure about putting things into production, but we want more of them.”
Disclosure
Fal: Company avoids sales quotas and pays full OTE
“One thing now we are experimenting, maybe we can do shorter term quotas, meaning maybe quarterly or monthly quotas rather than yearly, whereas it's more predictable, you can course correct if something changes, but right now we are also not, not doing quotas. …”
Insight
Yurtseven: Generative media AI represents a distinct market from general AI models
“Everyone pretended, oh, all AI models is the same market, you know, same companies will be running all the models, but also we identified early that the buyers of these models are going to be very different. Therefore, this is going to be a completely differen…”
Insight
Yurtseven: High AI Demand Enables Much Leaner Sales Teams
“Seems like there's so much demand for AI that people don't need these massive sales teams and they can get things done with much leaner, leaner teams.”
Disclosure
Yurtseven: Fal Recruits Researchers via Open Compute Grant Projects
“Most of the people we hired for that research team is through our research grants program. So we, it's open invitation. You can basically just send us an email with a project you have in mind, and we care about, let's call it efficient AI. It's either efficien…”
Gorkem Yurtseven