Founders in Arms Inside David Gu’s $38M Raise: The Pivot That Put Recall.ai on the Map
Sep 12, 2025
David Gu, co-founder and CEO of Recall.ai, shares his riveting journey from a university dropout to leading a company that recently raised $38 million in Series B funding. He discusses the key pivot from a call recording application to a conversation infrastructure leader, uncovering how societal acceptance of recording transformed the market. David reveals his approach to mastering enterprise sales, strategies for leveraging social media for lead generation, and the importance of continuous self-improvement through pitch reflections, shaping the future of B2B applications.
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Hard Infrastructure Became The Core Opportunity
- Recording infrastructure became Recall's core because it was the hardest, most mission-critical part of their product.
- David realized other AI companies needed that battle-tested infrastructure to build novel products quickly.
Three Years Of Nighttime Pager Hell
- David and Amanda ran the original call-recording app for three years, acquired thousands of customers, and processed millions of hours.
- They were paged at night and obsessed with keeping recordings reliable, which exposed the infrastructure opportunity.
Conversations Are The Biggest Untapped Data Source
- Conversations are the largest untapped business dataset because 99% of company knowledge never gets written down.
- By 2025 many B2B apps outside call recorders want to use conversation data as a core input.
