Posted on twenty fourth Might 2024 by Harry
Sam Altman is the CEO @ OpenAI, the corporate on a mission is to make sure that synthetic basic intelligence advantages all of humanity. OpenAI is likely one of the fastest-scaling corporations in historical past with a valuation of $90BN and $2BN+ in income.
Brad Lightcap is the COO @ OpenAI and the person liable for the unbelievable scaling of gross sales, GTM, partnerships and enterprise to as we speak being over $2BN in income.
Arthur Mensch is the Co-Founder and CEO of Mistral AI. Since its inception in Might 2023, Mistral has raised over $520M in funding from buyers like Andreeseen Horowitz, Normal Catalyst, Lightspeed Enterprise Companions, and Microsoft with a present valuation of $2 billion.
Des Traynor is a Co-Founding father of Intercom, and has constructed and led many groups inside the firm, together with Product, Advertising, and Buyer Assist. At present Des leads all of Intercom’s R&D efforts, and components of Intercom’s advertising.
Tom Hulme is a Managing Associate of GV (Google Ventures), and leads the European crew. At present, GV has over $10BN in AUM and Tom has led investments in Lemonade.com (IPO), Snyk, Secret Escapes, Blockchain.com, GoCardless, and Foreign money Cloud (exited to Visa).
Tomasz Tunguz is the Founder and Normal Associate @ Concept Ventures, simply introduced final week, Concept is a $230M fund that invests $1-25m in early-stage corporations that leverage know-how discontinuities into go-to-market benefits.
Sarah Tavel is a Normal Associate @ Benchmark, one of the crucial profitable and famend enterprise corporations on this planet. At Benchmark, Sarah has led rounds in Chainalysis, Hipcamp, Medely, Rekki, Glide, Cambly and extra.
In At present’s Episode We Focus on:
- Will basis fashions be commoditised?
- What’s the finish state for the inspiration mannequin panorama in 10 years?
- How will massive cloud supplier incumbents method M&A with smaller basis mannequin suppliers?
- When will we see marginal income exceed marginal value within the basis mannequin enterprise mannequin?
- The place is the worth: the applying layer or the infrastructure layer?
- How can startups know whether or not they are going to be threatened by OpenAI?
- What are good exams/inquiries to know if you’re within the path of one of many massive basis fashions?
- How does the enterprise mannequin of SaaS essentially change in a world of AI?
- Will we see the tip of per-seat pricing in a brand new world of AI?
- What’s the proper technique to method pricing in a world of AI? Consumption? Tokens?
