Just saw a startup website comparing itself to 200+ alternatives.
Bullish on their SEO/AEO.
Less bullish on their pricing power.
Bullish on their SEO/AEO.
Less bullish on their pricing power.
Sandy Kory
Verified account This account is verified. Learn more@sandykory
Co-Founder/GP at Horizon
Pre-seed/seed VC
Fund: SendCutSend, Baseten, TypeSafe AI
Angel: Palantir, Canva, BillionToOne
Pre-seed/seed VC
Fund: SendCutSend, Baseten, TypeSafe AI
Angel: Palantir, Canva, BillionToOne
375 Following 3.1K Followers 5.9K Posts
Latest posts 5
Masterclass in strategy from @CompleteSkeptic.
So many in tech/AI have forgotten what disruption actually looks like.
If it doesn’t sound at least a little crazy at first, it probably isn’t disruption.
So many in tech/AI have forgotten what disruption actually looks like.
If it doesn’t sound at least a little crazy at first, it probably isn’t disruption.
it is 100% a bet on jevons paradox! we do have a positive margin, but if current AI consumption stays stagnant, we will make very little revenue (every $100 we take from an LLM is $1 for us and less than half of LLM traffic is compatible with our interface)View quoted post on X
but if it's reliable and economical enough for automation, people who deploy it are creating value and incentivized to run each more things through their little value machines (this is all of software)
and hopefully market grows even larger than it was before making intelligence so cheap
It's not disruptive if it's not dismissed by experts.
This is cool, but if your output domain is known in advance, why not just train a model to produce logprobs over enums?View quoted post on X
Oura is such a monster.
-74% yoy rev growth, 24% cash flow at 1.5b+ run rate
-Cohorts steadily improving with paid membership retention up from 81% to 87% in past 2 years
-Median paid member wear device 23 hours/day! What a wonderfully healthy addiction (at least, that's what I tell myself, as an addicted user)
-Monthly membership only $5.99...lots of room to raise that if they want. Bending Spoons would probably move decimal point over by one and see rev 3x overnight.
-If you want one sign that there is a lot of juice to squeeze, annual discount on membership is a whopping $2 (thank goodness they have not let growth marketers loose on this business and I hope they never do)
-Reminds me of Netflix which had to outmaneuver all kinds of bigger competitors, Oura has managed to scale in shadow of Apple and many other goliaths...truly exceptional execution
Disclosure: I have shares (a startup I invested in sold to Oura) although I foolishly sold some last year.
-74% yoy rev growth, 24% cash flow at 1.5b+ run rate
-Cohorts steadily improving with paid membership retention up from 81% to 87% in past 2 years
-Median paid member wear device 23 hours/day! What a wonderfully healthy addiction (at least, that's what I tell myself, as an addicted user)
-Monthly membership only $5.99...lots of room to raise that if they want. Bending Spoons would probably move decimal point over by one and see rev 3x overnight.
-If you want one sign that there is a lot of juice to squeeze, annual discount on membership is a whopping $2 (thank goodness they have not let growth marketers loose on this business and I hope they never do)
-Reminds me of Netflix which had to outmaneuver all kinds of bigger competitors, Oura has managed to scale in shadow of Apple and many other goliaths...truly exceptional execution
Disclosure: I have shares (a startup I invested in sold to Oura) although I foolishly sold some last year.
I got addicted to @try_soma a few months ago in the beta, and it keeps getting better.
Soma is out of stealth
see what your voice tells you about your mindView quoted post on X
