AI startup

“A lot of the companies that are benefiting the most from AI today are, were started a long time ago before language models were even top of mind for anyone in tech.”

“We've seen this a lot with AI companies that Raise pre-product and then generate so much revenue and are making so much money so quickly with such a small team that by the time a next financing happens, the company's raising 20 on 200. And it's just really har…”

“I can't think of an example where like a whole class of businesses have cropped up, grown immensely quickly, and then kind of just been the new equilibrium. You know, that, that's certainly not what happened in the dot com. There's some exceptions, but in gene…”

“With a lot of these explosive high ARR companies that we've seen over the past couple of years with AI, it's not really a secret. You guys have probably heard of this as well. Many of them are very, very churning, right? They churn very quickly.”

“I think anyone who's like Just doing model training at this point is like lighting money on fire. If you really want to make a unique difference, especially if you're a small startup, like a founder, like you gotta go take an orthogonal approach. You gotta try…”

“There are some very hot AI startups out there in the enterprise that are basically shelfware. Like, their revenue is skyrocketing, and they're meeting very little adoption internally.”

“If you're going to build an interesting company, I think you either have to attack it from, ah, you have the handful of researchers that can literally push the state of the art forward, which is like maybe eight organizations in the world, or You know and unde…”

“If you have some strict stack ranking of the teams within open AI, like only 10 problems can have like the top 10 teams on it. And so if you're any, if you're doing anything after like the top 10 problems that they have, then you're like by definition don't ha…”

“How many people even believe by the end of the year, AI startup revenue is over a hundred billion dollars? I think that's an insane statement for a lot of people, but that's what it's gonna be, right?”

“They actually said flat out to us, don't start, don't do AI startups. Like, don't fund AI startups. Let's not, Something that we're going to allow to happen. They're not going to be allowed to exist. There's no point. They basically said AI is going to be a ga…”

“They said, look, AI, AI is one of these technology, AI is a technology basically that the government is going to completely control. This is not going to be a startup thing. They actually said flat out to us, don't start, don't do AI startups. Like, don't fund…”

“Right now a lot of easy money everywhere, right? There's teams that have built nothing that can raise between 50 to a billion dollars at times.”

“This last six months, the world put in about five hundred billion dollars in AI startups.”