Is DPI the Only Metric That Matters?

"In front of every system of record, there's going to be some system of work that does it, and it'll sit on top of the system of record for now... The AI... will gradually displace... or replace the system of record if they allow that to happen."

• Anticipate how AI may disrupt existing systems.
• Innovate on top of current technologies.
• Be prepared to adapt products as AI evolves.

"Price clears all markets... You can't get your deal done at $25 billion... but there is a price at which most decent companies can get public... It's totally healthy."

• Be realistic about valuations during fundraising.
• Recognize that market corrections can open opportunities.
• Prepare for flexible strategies in changing market conditions.

"AI that's closest to you is the worker. If I'm the worker, if the thing that I interact with every day... Over time that just become the most important thing in my life, and anything back behind that doesn't matter."

• Focus on user-centric AI solutions.
• Prioritize building strong relationships with customers.
• Differentiate by offering unique value beyond commoditized models.

"If I can just talk to my AI... and do everything I want to do... I don't know why I would ever log into... or ever even learn what [the app] is... The incumbents will last a long time, but that doesn't matter because what matters to us is where the next new dollar goes."

• Anticipate shifts in user interactions due to AI agents.
• Consider how AI can improve customer experience.
• Innovate to capture new market opportunities.

"I think the default is that most of us don't matter, and most of the companies in the world don't matter, but the things that matter really matter... The job is to find the things that really matter."

• Strive to solve meaningful problems.
• Focus on creating products that have substantial impact.
• Aim to be among the companies that truly make a difference.

"If there is no one in the middle, then we're all stuck with megafunds to fund the seed companies... Founders just, they better get to know folks with $5 or $10 billion funds before demo day."

• Be aware of the changing VC landscape with fewer mid-sized funds.
• Build relationships with larger funds early on.
• Prepare for changing dynamics in funding rounds.

"If you're in a startup and you don't ship great products... you lose. If you're an incumbent... you don't ship great product... you're definitely getting reassigned... That's the problem with startups today... I don't see enough existential dread."

• Recognize the urgency to deliver exceptional products.
• Allow fear of failure to drive innovation.
• Understand that complacency can lead to failure.

"Token costs collapsed 99.7% in two years... All these... SaaS guys who are saying it's too expensive... telling me why AI is too expensive and doesn't work, like find a new job."

• AI is becoming more affordable; cost should not be a barrier.
• Integrate AI into products to stay competitive.
• Challenge internal misconceptions about AI expenses.

"I don't see enough existential dread in B2B startups. I don't see it... If you're not afraid and not 110% focused, you're almost certainly going to fail."

• Embrace change proactively to stay ahead.
• Cultivate a culture of urgency and focus within your team.
• Recognize that complacency can lead to obsolescence.

"The rate of change of AI, it's so fast that we don't understand almost how quickly it's changing. Whatever you think AI could do 3 months ago, it's like super dated."

• Continuously update your understanding of AI capabilities.
• Integrate AI advancements into product development.
• Stay alert to new AI trends to maintain a competitive edge.