Rob May discusses LLM inference cost optimization strategies with host Sean Weisbrot.
Prediction Not checkable as stated
May: OpenAI and Anthropic will be pushed to raise inference prices
“I think it's going to get worse before it gets better, because my guess is as open AI and anthropic IPO, wall street's going to scrutinize their unit economics. And it's probably going to ask them to raise prices, push them to raise prices on inference.”
Insight
May: Many senior executives are imitators rather than adaptable problem solvers
“You know, a lot of people that have climbed really high in their career are just great imitators. They just take a playbook that they saw somewhere. They don't always fully understand it. They don't always know how to change it for changing circumstances, but …”
Insight
May: Best GTM strategy for IT buyers is open sourcing core value
“One of the things I've learned having built companies that sold to like sales and marketing people and companies that sold to IT people is like your comment on, well, you can't give things away for free for people who don't value it. Very true in the marketing…”
Insight
May: Massive markets forgive mistakes, unlike winner-take-all smaller niches
“The reason you wanna do that is because when you're in a big market, you know, you can make a lot of mistakes and still Come out on head. You could be the seventh biggest player in the industry and still do really well, you know whereas in, in, in, you know, i…”
Insight
Rob May: Good executives should immediately know who they would hire next
“I think as an entrepreneur, and also I expect this of the executives that work for me, that they should constantly be cultivating talent. You know, a couple of times a month, like, you know, going to events or taking people out to dinner or having coffees with…”
Insight
May: Founders de-risk talent recruiting by letting prospects observe gradual progress
“A lot of people think it's risky and the best way to de-risk it is for them to see your progress.”