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19 results for “market competition”
you've just seen with Cloud Code and even OpenAI's API business. These are durable businesses. And, yes, can you switch? You can. The same way you could switch AWS or Azure, but it's not worth it for a lot of businesses to do it. And, there's suffici
11:46 / 13:11
from transcript11:46 – 13:11
...go up in The US market last year to nearly 12 times EBITDA on the average deal. They were off slightly in Europe, but only a little bit.
9:48 / 10:51
from transcript9:48 – 10:51
...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
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
...but competition and I don't care about college. I don't care if you went to high school. I don't care about any of the I I'll give on all the educational crap. If you have a super competitive market, is the core skill set that you look for in a CEO d
1:14:59 / 1:16:03
from transcript1:14:59 – 1:16:03
have a competitive advantage in that they can be more risk seeking with capital than the public companies are allowed to be. Yeah. Yeah. But I think in the past twelve months, we've seen, OpenAI, Meta, and certainly X, you know, move into this place.
31:28 / 32:30
from transcript31:28 – 32:30
...enter those markets. And so, you know, I'm not saying that competition 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 a
15:28 / 16:48
from transcript15:28 – 16:48
...to become a market leader. And the more competition there is early on, the the smaller the chance. So I try to avoid it. Every now and then, I find myself in such a sit a situation. Okay? But I don't like it. So I try to avoid it, and I try to do thi
5:53 / 7:02
from transcript5:53 – 7:02
...share. Someone emerges victorious, and it may be that there's a lot of companies that end you know, it's may not be that there's not a winner take most opportunity in some of these segments, but those are the ones where they create the most value for
36:00 / 37:04
from transcript36:00 – 37:04
...market that I just described. The second thing you need is a clear strategy to win. Now what a shock that a strategy consultant would say that you need a clear strategy to win in order to succeed. I know. But in this case, it's truer than ever. Remem
9:00 / 10:08
from transcript9:00 – 10:08
You know, competition is always a risk. We could see that OpenAI, Anthropic identified different verticals where their models were finding the most success and efficacy, really landing with cogeneration as a key use case, and it was kind of predicted
33:44 / 34:45
from transcript33:44 – 34:45
...market, or is this a more evenly fragmented market with three to four players? I think there's pretty rarely a enterprise market that is a winner take all market. Most of the winner take all markets are, like, more marketplaces where there's heavy ne
37:20 / 38:36
from transcript37:20 – 38:36
...muscle. They have massive distribution. They have strong, powerful customer relationships. They're respected brands. So they're formidable just like the start ups are.
56:49 / 58:00
from transcript56:49 – 58:00
...competition? And also just how to message about competition in sales cycles. We are in a ultra competitive environment. We're competing with big tech. We're competing with startups. We're competing with, I can build this myself. We're competing with,
55:26 / 56:39
from transcript55:26 – 56:39
And when you look at the rest of these Frontier Labs, the case you've made throughout this pod about seven of these models in in in in China being able to open source, distill off one another, drive up intelligence, drive down cost, what that tells m
45:40 / 46:46
from transcript45:40 – 46:46
...about the competition similar to how our venture folks think about it, which is the market has become a barbell. So we're faced with the large multistage firms that have very strong venture practices on the one hand, and those are the fiercest compet
26:14 / 27:25
from transcript26:14 – 27:25
...that escaping competition idea. If you find those types of companies something with a network effect as a as an example,
27:00 / 28:02
from transcript27:00 – 28:02
...competition as a swim race. When you are swimming, if you look to your left or if you look to your right, you're gonna lose. You just need to look straight ahead. We are competing against ourselves most of the days that we are working, and it's just
50:03 / 51:15
from transcript50:03 – 51:15
...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
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