Brodetskyi. Tech, VC, startups
Tech, VC, Business, Startups, AI and more. 👤 linkedin.com/in/andrii-brodetskyi ✉️ @politehnik
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A new framework to help B2B founders find PMF, faster.
This framework outlines three distinct archetypes of PMF which help you understand your product’s place in the market and determine how your company operates.
Sam Altman is the CEO @ OpenAI, the company on a mission is to ensure that artificial general intelligence benefits all of humanity. OpenAI is one of the fastest-scaling companies in history with a valuation of $90BN and $2BN+ in revenue. Prior to OpenAI, Sam was the President and CEO @ Y Combinator and made angel investments in the likes of Airbnb, Stripe, Reddit, Pinterest, Asana and more. Brad Lightcap is the COO @ OpenAI and the man responsible for the incredible scaling of sales, GTM, partnerships and business to today being over $2BN in revenue. Before OpenAI, Brad was an investor at Y Combinator, where he met Sam and before that led finance and operations initiatives at Dropbox. ----------------------------------------------- Timestamps: (00:00) Intro (00:55) Building OpenAI 7 Years Ago (03:15) Origins of the Unique Partnership (11:34) Challenges Slowing OpenAI's Innovation (12:45) Collaborative Decision-Making Process (15:49) Balancing Marginal Revenue & Cost in LLM Products (18:52) Navigating Model Commoditization in AI (20:48) AI Startup Strategies for Model Progress (26:03) Challenges of Iterative Deployment as OpenAI Scales (29:09) Secrets to OpenAI's Efficient Scaling (31:21) Talent Attraction (32:18) Learning from Exceptional Founders (33:46) AI Go-to-Market Strategies for Enterprise Adoption (37:47) Challenges in Blending Product & Sales Cultures (39:15) Evolution of Growth Mindset Post-OpenAI (43:19) Strategies for Hiring: Experience vs. Hunger (46:59) Quick-Fire Round ----------------------------------------------- In Today’s Episode with Sam Altman and Brad Lightcap We Discuss: 1. The Partnership: The Most Powerful Double Act in Tech: How did 25 people rejecting OpenAI’s CFO positions 6 years ago, lead to Brad joining OpenAI before Sam even did? What did he see that the world did not? What does Brad think is Sam’s biggest superpower that the world does not know? What does Sam think it Brad’s biggest superpower that the world does not now? How do decisions get made between Brad and Sam? How do they decide what to delegate vs what not to? What is the most recent disagreement they had? How did they resolve it? 2. The Next 12 Months for OpenAI: Bottlenecks, Compute and Commoditisation: What are the core bottlenecks facing OpenAI in the next 12 months? How does Sam believe we solve the fundamental problem of compute? What is the single biggest barrier to the quality of models improving? What is the end state for the model landscape? Will models become commoditised? 3. OpenAI: The Fastest Scaling Company in History: What has been the secret to how OpenAI has scaled to $2BN in revenue in 24 months? Why does Sam believe that he is “not a great operator”? What drives this thinking? What have been the first things to break in the scaling of OpenAI? What do Brad and Sam know now about the scaling that they wish they had known at the start? Why does OpenAI lean towards hiring more experienced people in the team? 4. How to Invest and Operate in a World of OpenAI: What single question can founders ask that will reveal if they will be steamrolled by OpenAI? Does Sam believe huge numbers of companies will be steamrolled by OpenAI? For investors, is there money to be made investing in the application layer of AI today? What question should all businesses be asking about how to adopt and use AI in their business? 5. Sam Altman: AMA: What have been the single biggest lessons Sam has learned from the founders he has invested in? Which founders has he learned the most from? What did he learn from each? What is Sam most concerned about in the world today? Why what? What unexpected traits or characteristics does Sam most look for in the founders he invests in? Why does Sam say that he is not happy but he is grateful? ----------------------------------------------- Subscribe on Spotify:
https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466Subscribe on Apple Podcasts:
https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465Follow Harry Stebbings on Twitter:…
Why You Can't Build Apple with Venture Capital An ex-Apple designer who went on to startup success once told me, "I wish I could give a workshop for Apple jumping into startups, to help them un-learn The Apple Way." As someone who strives to build products with the craft and
«Це рубікон для цієї угоди – найбільшої за останні 10 років M&A в Україні», – каже Forbes Михайло Шелемба, CEO провайдера домашнього інтернету «Датагруп-Volia», якого також купує Ньєль. Після завершення угоди Шелемба очолить обʼєднану lifecell і «Датагруп-Volia». «Без позитивного рішення щодо цієї справи угода не відбудеться», – говорить Шелемба.
16 квітня вирішується доля $1,5 млрд інвестицій, до яких входять сума угоди та інвестиційні зобов’язання на п’ять років.
Візія об’єднання «Датагруп», «Воля» та lifecell – це наша спільна з Horizon Capital стратегія ще з 2018 року.
Яка вартість «Датагруп-Volia»? За різними оцінками йдеться про $120-140 млн. Ви дуже скромно оцінюєте нас. «Датагруп-Volia» належить приватному фонду, що управляється Horizon Capital, тому оцінка була оголошена інвесторам фонду, а в них немає вимог щодо оголошення цієї інформації. У 2019-му Vodafone придбали за понад $734 млн. Якщо угода з Ньєлєм – це угода десятиріччя, то сума більша. Можемо сміливо називати це угодою десятиріччя.
На ринку фіксованого інтернету десь 4500 провайдерів. Яка у вас частка ринку? У нас близько 9–10% ринку за різними підрахунками. 40% ринку контролюють 10 найбільших компаній. Найбільша має десь 15%. Тобто склалися гарні умови для консолідації ринку. Маючи мобільний зв’язок, ми будемо більш конкурентні. У планах – купувати менших провайдерів фіксованого інтернету. Ми завжди ведемо з кимось переговори, бо наша мета – зростати і органічно, і не органічно.
Що ця угода означає для України? Ця угода зараз в усіх у світі на радарі. І її значення для економіки України складно переоцінити. Ньєль не просто інвестор. Його знають усі. Він публічна особа, тому резонанс досить великий. Я впевнений, що це стане дуже потужним сигналом для міжнародних інвесторів. У нас немає жодного права проґавити цей шанс. Якщо угода зірветься, то ми не просто не отримаємо позитивного сигналу. Це буде негативний сигнал з точки зору інвестиційної привабливості.
Французький мільярдер Ксав’є Ньєль планує придбати lifecell та «Датагруп-Volia» і об'єднати їх у нову компанію DVL Telecom. Її очолить CEO «Датагруп-Volia» Михайло Шелемба. Проте угода може зірватися, якщо суд не зніме арешт із частки акцій lifecell. Як це впливає – інтерв'ю
Most small drones from U.S. startups have failed to perform in combat, dashing companies’ hopes that a badge of being battle-tested would bring the startups sales and attention. It is also bad news for the Pentagon, which needs a reliable supply of thousands of small, unmanned aircraft. In the first war to feature small drones prominently, American companies still have no meaningful presence. Made-in-America drones tend to be expensive, glitchy and hard to repair, said drone company executives, Ukrainians on the front lines, Ukrainian government officials and former U.S. defense officials. Absent solutions from the West, Ukraine has turned to cheaper Chinese products to fill its drone arsenal.
Ukrainian officials have found U.S.-made drones fragile and unable to overcome Russian jamming and GPS blackout technology. At times, they couldn’t take off, complete missions or return home. American drones often fail to fly at the distances advertised or carry substantial payloads.
American drone company executives say they didn’t anticipate the electronic warfare in Ukraine. In Skydio’s case, its drone was designed in 2019 to meet communications standards set by the U.S. military.
Ukrainian forces are burning through about 10,000 drones a month, which they couldn’t afford if they had to buy expensive U.S. drones. Many American commercial drones cost tens of thousands of dollars more each than a Chinese model.
Drones from American startups have been deemed glitchy and expensive, prompting Ukraine to turn to alternatives from China.