The Ledger
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AI Replacing Outsourced Business Processes Faces a Pricing Race to Bottom
“Some of the easiest things to sell AI products to today or automate are things that maybe have already been outsourced that business process organizations are doing already. And the interesting thing about that is they might actually have a real race to the bo…”
Pre-Training Proprietary Models Does Not Build Moats for AI Application Startups
“Training your own model, certainly pre-training it, not helpful. Yes, you need data to fine tune, but it's not actually a ton of data. And so a lot of people have access to that. And so in many ways the differentiation that I think will continue to compound is…”
Only Two to Three Startups Break Out in Every Enterprise AI Category
“A common trend is that in, in any category we look at, there's really two to three of them that, that ride to the top, and they're providing a better user experience, they're scaling faster, and I think the reason is there's not a ton of tooling that exists fo…”
Coding, Customer Support, Legal, and Healthcare Lead Enterprise AI Product-Market Fit
“And so I'd say to date, the categories that feel like they've worked best are coding, customer support, legal, and healthcare.”
The Bar for AI Product-Market Fit Has Risen Dramatically
“The bar for what product market fit and what an effective wedge looks like has gone up in AI because you've just seen explosive growth for companies when they do have them.”
AI Startups Build Incumbent-Like Brand Dominance with Unprecedented Speed
“The first is there is just, it's amazing how fast people can build brands and become almost incumbents in the AI application space and just the compounding advantages that come to that. And if you ask someone on the street, name an AI coding company, they'll p…”
AI Application Differentiation Mirrors Traditional SaaS Moats Like UX and Latency
“A lot of what differentiates these products is really the thousand little things that make one product delightful to use over another, so it's the UX that's way easier to use, it's latency that's way faster, so every time you're doing a review it comes back qu…”