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20 results for “competition”
They compete for talent, they compete for capital, and they compete for investment opportunities. And you need to be thoughtful about how to win in each one of those areas because losing in any one of the three, losing the talent war, losing the war
9:48 / 10:51
from transcript9:48 – 10:51
with some healthy multiple on it. And so then it just feels like your business has lost momentum even though maybe internally you feel like, well, you know, we've been growing steadily. It's just maybe not as fast as we could hope, but still at a fas
37:20 / 38:36
from transcript37:20 – 38:36
...is not going to happen in any company. Like, in every company, if you're afraid of competition, you should just get out because if you're at all successful, someone's gonna come after you. But I think for a startup, you kinda want some air cover at t
15:28 / 16:48
from transcript15:28 – 16:48
...competition in our industry for investment opportunities in the market leaders led by technical terminators or others. It's become in our collective careers, you've been in this specific business much longer than me. But across your career, it's beco
23:06 / 24:26
from transcript23:06 – 24:26
there's a another dynamic where every vendor can basically increase the amount of SKUs they offer rapidly, massively. And so if you are a platform vendor of choice and you sell a bunch of software in this domain, chances are everyone in the in the ne
49:27 / 50:41
from transcript49:27 – 50:41
And you have to get to the critical scale to get there. And sometimes you just need these markets to to work themselves out. I mean, like, when I was running my company, TrialPay, we had, I don't know, 20 competitors. And it was tough because it's li
36:43 / 37:46
from transcript36:43 – 37:46
In three years, another new startup may launch and displace everybody or an incumbent may make a bold move or whatever it may be. But I feel like in the foundation model market, at least for, LLMs, there's a clear view of sort of what's important and
0:50 / 1:52
from transcript0:50 – 1:52
You don't wanna go into a competitive market and go head on with a large competitor on day one because they'll just crush you. And so you need areas of white space. You need a a market entry strategy where people think, you know, that's that little c
16:27 / 17:31
from transcript16:27 – 17:31
Third prize, you're fired. So we've adopted that as a way of describing most of the technology markets that we live in. So we happen to think, and I happen to think strongly, and my experience has been, the vast majority of market cap creation is gon
20:59 / 22:04
from transcript20:59 – 22:04
...competition is for losers and we want to have monopoly markets with your Dacogons and your Sierras and your Intercoms and your Polos and that can go on and on, I don't know. Well the question is how do you define market, okay? That is an important po
33:45 / 34:49
from transcript33:45 – 34:49
LLM API Right. Spend The market that Anthropic happens to focus on. Yeah. And and critically is also spend numbers, not token numbers. So I think those clarifications are are important, and also the methodology is, going and surveying, you know, vast
23:46 / 25:09
from transcript23:46 – 25:09
where number one buys number two, number two buys number three. And assuming that we have a functional FTC and whatnot, it's like all of this is approved because it's not like you're taking this is like orthodontic clinic answering software or someth
35:55 / 37:20
from transcript35:55 – 37:20
You know, people that kinda crassy when you're like honestly, why did I do lovable for the exact same reason that Chat GPT wins? I thought it was the consumer brand that would win. A 100%. And I just think these markets are so large, brand effects wo
15:01 / 16:01
from transcript15:01 – 16:01
...competition's for losers and we wanna have monopoly markets with your dachagons and your Sierras and your Intercoms and your Polos, and I can go on and on. Fuck. I didn't know. Do you know what you mean? Well, the question is how do you define market
30:56 / 32:41
from transcript30:56 – 32:41
Competition is great when you're on top. Right? But I suppose competitive markets, people invest in those markets many times more vanity than sanity is ruling the investment. Nothing wrong with competitive markets as long as you can have a good handl
20:59 / 22:00
from transcript20:59 – 22:00
...competition, it does validate the space. It also could provide acquisition opportunities for these teams as we're starting to see. So from our perspective, this is not new. Competition always exists, and there's a precedent in the infrastructure worl
34:28 / 35:37
from transcript34:28 – 35:37
...I think the competition is as aggressive as it's ever been. I think sometimes we make more out of this coopetition than there is. Like, I don't think Microsoft, you know, NVIDIA launching a few models, I don't think they intend to be in the, you know
1:14:58 / 1:16:02
from transcript1:14:58 – 1:16:02
until you see something before others and you strike for the fish. In an era like this when it's all changing so fast and understanding the core technologies is important. How do you personally learn? What is your preferred method to stay abreast of
51:37 / 52:59
from transcript51:37 – 52:59
“Why Coatue invested in both Snowflake and Databricks before they competed”
you are going to end up in assets that compete because they naturally expand TAMs. A great example of this is I think we were the only private investor that was invested in Snowflake and Databricks wh
23:54 / 24:33
market insight23:54 – 24:33
which is true, that the LLMs themselves are bad businesses. Right? That was the the implied statement. The disc. That was I read that as the implied statement. And it's interesting to say why that's not the case, because I don't think it is. And, you
58:29 / 59:37
from transcript58:29 – 59:37
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