AI Models: Commoditization, Scaling Laws, Future Insights

"I think a lot about this and I think TikTok is actually a really great product... They built the graph based on your interests."

• Interest-based algorithms may improve content discovery.
• Need for more control over personalized content feeds.
• Democratization increases competition for attention.

"I think learning about your market, about your customers, it just takes time and having a team of 20 people instead of 5 people... actually slows you down."

• Smaller teams enable deeper customer engagement.
• Limited resources prioritize essential product features.
• Constraints prevent premature scaling before PMF.

"What it'll come back to, as it always does, like distribution is king and great products are king."

• Emphasize unique product features and user experience.
• Leverage distribution channels for competitive advantage.
• Don't rely solely on AI models for differentiation.

"I made all the mistakes you can make as a founder, I dragged out the funding process over 9 months... It was a big shit show."

• Keep fundraising processes concise and efficient.
• Provide consistent information to all investors.
• Avoid prolonging fundraising to focus on building the business.

"I don't think you always have to be the first to do something... It's the customers, right? We're an enterprise product."

• Customer feedback is more valuable than competitor actions.
• Prioritize solving customer problems over matching competitors.
• Staying customer-centric drives sustainable growth.

"In Europe, I think people...think less like that...it's a more transactional relationship...In Europe, you get more loyalty."

• European teams may have higher employee loyalty.
• Lower talent costs can extend runway.
• Diverse talent pool and cultural advantages in London.

"We're going to change the world of making content from something...to being able to generate everything digitally."

• AI lowers costs and technical skill needed for content creation.
• More emphasis on creativity and storytelling over technical skills.
• Opportunity for more diverse voices and ideas in content.

"The real signal is not that you sign a contract. The real signal is renewal."

• Initial enterprise AI sales can be misleading due to hype.
• Focus on delivering real value that leads to renewals.
• Measure success by customer retention, not just acquisitions.

"Unless you have product market fit, you shouldn’t have product managers and salespeople, that is your job as a founder."

• Founders should directly engage with customers pre-PMF.
• Avoid hiring roles that distance founders from customer insights.
• Deep customer understanding accelerates finding PMF.

"I actually think that operating under the constraints that we had at the time really just focused us on our customers and selling the product."

• Capital constraints drive focus on core customers and product.
• Limited resources prevent distraction from unnecessary initiatives.
• Founders learn to be disciplined and efficient with spending.