

Get Paid with Manny Medina
Manny Medina, Arnon Shimoni
Welcome to the world of AI agents – where digital workers are reshaping everything from monetization strategies to GTM plays.https://podcast.paid.ai
Episodes
Mentioned books

Sep 26, 2025 • 59min
S2E20: Price Before Product: The AI Monetization Playbook (Madhavan Ramanujam, 49Palms)
Madhavan Ramanujam, a pricing expert and author, challenges conventional AI monetization strategies. He highlights that many founders underestimate their product's value, often leaving huge sums on the table. By sharing a case where a simple pricing option led to a 10X increase, he illustrates the importance of value over cost. Madhavan urges companies to rethink their pricing frameworks, avoid common pitfalls, and focus on profitable growth. His insights reveal how the right pricing strategy can be the true competitive advantage in the evolving AI landscape.

Sep 19, 2025 • 51min
S2E19: “VCs wanted us to build an LLM. We said no” | John Sabino (LivePerson)
John Sabino, CEO of LivePerson and former Army Ranger, discusses his bold decision to pivot away from creating a traditional LLM towards their innovative Bring Your Own LLM (BYOLLM) strategy. He highlights why 95% of AI pilots fail, attributing this to overlooking essential orchestration and customer journey mapping. John emphasizes a human+AI approach, advocating for strategic augmentation instead of layoffs. His insights on targeting enterprise customers and realigning investor expectations reveal the complexities of leading a tech turnaround.

Sep 12, 2025 • 42min
S2E18: ChatGPT is going to sell you therapy | Ethan Ding (TextQL)
The Enterprise AI Reckoning Has ArrivedThe AI spending party is over. Ethan reveals that public companies went on unprecedented buying sprees in 2024, with procurement teams purchasing up to 500 different AI tools in a single year. Now comes the hangover - these same companies have instituted total bans on new AI vendors and are mandating 50% cuts before they'll even take another meeting."We bought 500 pieces of AI software in the past year. We have a total ban on new vendors whatsoever. We have to cut at least 250 of it before we even have conversations ever again."The dirty secret? Nobody's actually using these tools. Ethan estimates 50% of enterprise AI initiatives have already failed, but companies won't admit it publicly. Teams churned the tools internally, but the invoices keep coming because admitting failure isn't an option when boards demanded "buy one of each" strategies."Nobody on our team used it. So that's like 50% of our AI initiatives down the drain. You never want to admit that your AI initiatives have failed."Information Blindness Creates Billion-Dollar MoatsHere's the shocking truth about AI adoption: most users have no idea what they're actually using. Ethan drops a bombshell - while everyone knows ChatGPT, less than 10% of users understand that OpenAI powers it. This information blindness creates massive opportunities for vertical AI products."I think people underestimate how many companies or how many people there are, who if they use Harvey for lawyers, you might never find out what ChatGPT is. Less than 10% of them know what OpenAI is."The implication is profound: if you're first to a niche with an AI solution, you might own that market for 4-5 years. Users develop "infinite loyalty" to their first AI tool because they never discover alternatives exist. It's like Nokia still having devoted users despite the iPhone - once you capture a market segment, information penetration is so weak that switching barely happens.Data Science: The Infinite Arms RaceUnlike fixed workloads like accounting, data science has infinite demand because it's fundamentally competitive. Ethan uses a brilliant example: when Blackstone analyzes housing prices weekly by city, Cerberus counters by going daily by zip code. Then Blackstone responds with hourly analysis by square footage."If Blackstone analyzes housing prices per city per week, then Cerberus will want to analyze it per zip code per day. Then Blackstone's gonna want to do it per single family unit size square footage per hour."This creates exponential demand growth - give trading firms 10x faster analysis, and they'll make 100x more trades because they can now pursue opportunities previously too small to bother with. TextQL's entire business model depends on this dynamic: as they reduce costs, volume explodes exponentially. It's why they're usage-based while competitors offering flat pricing are getting crushed by token costs.Don't Innovate UI, Dominate DistributionEvery AI startup makes the same mistake: trying to innovate on user interface. Ethan's blunt assessment? Every single UX innovation TextQL attempted was "a horrible idea." The winning formula is surprisingly simple: copy ChatGPT's interface exactly (chat on left, workspace on right), then put all innovation into branding and distribution."Almost every single innovation we have ever tried to do with this company on UX has been a horrible idea. We always go back to the base. Your branding is entirely unrelated to your product."The painful truth for engineers: the product doesn't matter, positioning does. Say you're "the AI agent for laundromats," give it a hard hat, and hammer that message repeatedly. The opportunity isn't in better AI - it's in reaching the people who don't use AI yet and saying "I built this for you." Marketing matters 10x more than the product in today's AI landscape.OpenAI's $350 Billion Ad Platform PlayOpenAI's aggressive pricing on GPT-5 isn't about winning the API war - it's about building the world's most powerful commerce platform. Ethan paints a dystopian but likely future: you tell ChatGPT you're sad, and it recommends therapist Frederick Carlson, books the appointment, charges your credit card, and informs you it's out-of-network for $500."ChatGPT says, 'Well, you should consider talking to a licensed therapist, Mr. Frederick Carlson.' It's like, 'You want me to book a meeting for you right now? I've used your credit card to pay for this therapy.'"Every early OpenAI and Anthropic demo featured "order me a pizza" as the use case. When ChatGPT becomes the layer between you and commerce, DoorDash and Uber Eats will pay massive fees to be the "preferred carrier." With potentially a billion users, OpenAI is sacrificing API profits to build something far more valuable: the transaction layer for AI-mediated commerce. As Ethan notes, ads are a $350 billion profit business, and "people just like being sold to."The Trillion-Dollar Coin Flip StrategyWhile everyone else fights over $10 billion exits, Ethan has a different philosophy: he's only interested in trillion-dollar opportunities. His target? AWS. His strategy? Be willing to flip coins at 51% odds repeatedly, as long as the expected value is massive."I'm basically willing to flip. I'm kind of more like SBF. I'm pretty happy to flip the coin with 51% chance over and over again, as long as I have high EV. I'm only interested in trillion-dollar market opportunities."TextQL follows the Bezos doctrine: "your margin is my opportunity." They'll trade 1% of profit margin for 2% growth every time, because volume creates the ability to hire the best engineers, optimize infrastructure, and ultimately offer better prices than any competitor. It's the same playbook AWS used to become a trillion-dollar business - sacrifice margins early, dominate on volume, then own the entire market."I don't want to build a $10 billion business. That seems incredibly boring to me. I just want to go after AWS."The AI industry is experiencing a massive correction. Enterprises are drowning in unused tools, OpenAI is building an ad empire disguised as a chatbot, and the real winners will be those who understand that in AI, distribution beats innovation, volume beats margins, and the first mover in a niche might own it forever. As Ethan says - "It's not the model, it's the marketing."Companies MentionedOpenAIAnthropic (Claude)Google (Gemini)Amazon AWSMicrosoftMetaNetflixSpotifyCursorWindsurf (acquired/sold)ReplitLovableBoltClaude CodeHarveyTextQLDatabricksSnowflakeCognizantBlackstoneCerberusGoldman SachsPWCNokiaDoorDashUber EatsWalmartSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

12 snips
Sep 5, 2025 • 39min
S2E17: SaaS Revenue Bloodbath Is Coming | Rob Litterst (PricingSaaS)
Rob Litterst, founder of PricingSaaS and writer of the insightful newsletter Good Better Best, dives into the rocky terrain of SaaS pricing. He reveals that traditional seat-based models are becoming obsolete as the industry grapples with AI. Rob stresses the urgency of innovative pricing strategies to avoid irrelevance. Excitingly, he shares Intercom's bold move to price according to growth via AI agents rather than conventional metrics. The conversation also touches on the need for creativity in marketing during these transformational times.

Aug 29, 2025 • 42min
S2E16: AI is better than Love Island | Ashu Garg and Jaya Gupta (Foundation Capital)
You know something fundamental is shifting in tech when the drama between startups and their AI providers becomes more entertaining than reality television. That's exactly where we found ourselves in this conversation with Foundation Capital partners Ashu Garg and Jaya Gupta."This is better than Love Island. I love this shit. Like the gossip and the intricacies of like the people itself. It's amazing."Manny wasn't wrong. The Cursor pricing saga - where a startup's infrastructure provider started building a competing product, leading to poached PMs, revoked discounts, and user revolts - is just one symptom of a much larger transformation happening in software.The Death of SaaS (As We Know It)The conversation started with what might be the most sobering statistic for anyone running a SaaS company today. According to Ashu, the middle market is getting absolutely crushed:"Mid-sized SaaS companies are struggling. Nine out of 10 are seeing some churn, but the churn isn't dramatic yet. They're seeing employee attrition. They're fighting a war of feature by feature. They're trying to add AI pixie dust here and there. But net-net, they're all struggling."The companies he's talking about - those between $100M and $1B in revenue - find themselves in an impossible position. They're too small to acquire their way out of trouble like the giants can, but too big and established to pivot quickly like startups.Ashu pointed to Outreach as a prime example: "Incredible company for a decade. Look at the numbers today. It's flat, maybe marginally declining."Meanwhile, tiny AI-native startups are "growing like crazy" from the bottom up. The bit hasn't flipped yet, but Ashu thinks we're not far from a tipping point where customers abandon their incumbent platforms en masse.The $20 Million First CustomerPerhaps nothing illustrates the speed of this transformation better than Ashu's revelation about deal sizes in the AI era:"I funded a company earlier this year. Their first deal, which hasn't been signed yet - knock on wood - but the first customer is likely to give them a $20 million plus TCV deal. When's the last time you saw a seed stage company get a first customer at $20 million plus?"This isn't normal SaaS growth. This is a company jumping from seed stage to Series E valuations in a single deal. The company in question? They're migrating legacy SAP and Oracle code using AI. When you're solving billion-dollar problems with AI, apparently the old rules about gradual revenue growth simply don't apply.Why Experience Became a LiabilityOne of the most controversial takes came from Jaya, who argued that in AI, youth beats experience:"AI is new for everyone. Like, if anyone can predict what's happening in six months, I would call that bullshit. No one knows what's happening. You are seeing in this market a ton of younger founders even outpace second time, third time founders that have built unicorn companies."The logic is simple but profound: everyone started learning AI at roughly the same time. But younger founders have less to unlearn, move faster, and are using AI itself to build their companies more efficiently. As Jaya put it, "Knowledge has been quickly democratized."This might explain why Foundation Capital has such an unusual approach to evaluating companies..."If You Have Revenue, Don't Call Me"In perhaps the most counterintuitive investment philosophy you'll hear, Ashu actively avoids companies with revenue:"Even though we don't really invest in companies with revenues, in fact, I always tell people, if you have revenues, don't call me. I'd rather not deal with messy revenues. I want to deal with big ideas."This isn't just contrarianism. Ashu argues that early revenue often constrains vision and forces founders to serve existing customers rather than reimagining entire categories. Even without revenue, he looks for other forms of traction: Who are the early customers you're talking to? Which engineers are you recruiting? If you're building in sales tech and haven't talked to Manny, "I'm not funding you."The 500 Agent FutureThe partners saved their boldest prediction for last. Forget building another point solution or feature company. The future belongs to companies that think bigger:"The world of AI apps and AI agents is about 500 agents from one company replacing 500 feature companies. You've got to think broad, you've got to think big, and you've got to execute like crazy to see which agent works, because very often one or two agents doesn't solve anything for a customer. They need enough of these agents to really move the meter."This runs counter to everything VCs have preached about focus for the last decade. But in Ashu's view, the narrow AI startup is already dead. Customers don't want to manage hundreds of point solutions anymore - they want comprehensive agent armies that actually move the needle.The Plot Twists Keep ComingBeyond these major themes, the conversation was peppered with surprising predictions and hot takes:On the AI giants: Despite their massive valuations and growth, Ashu is "very skeptical on both OpenAI and Anthropic." He believes that "when the dust settles, it's not clear that the winners in that category will be either of the two companies."On pricing models: While everyone talks about outcome-based pricing, Jaya thinks we'll see an evolution through usage-based and workflow-based models first. True outcome-based pricing remains elusive because, as she notes, "the outcome is actually just a function of the customer's product as well, not just your software."On commitment issues: Both partners openly admitted to having "commitment issues" when it comes to investing, preferring to "date" founders for four to five months while gathering what Jaya calls "observability data" on how they think and learn.What This Means for FoundersIf you're building in AI right now, the message is clear but daunting. The playbook that worked for SaaS won't work here. As Ashu put it:"A lot of the lessons that you and I learned over the last few decades of software apply, but a lot more don't. Knowing when to break the mold and reinvent and reimagine how you do things, I think is a big part of winning in the AI space today."For Manny, who built Outreach into a unicorn, this resonates deeply. He's now tackling the problem of monetization and margin management for AI agents - the very issue that was "the bane of his existence" at Outreach. Sometimes you do "irrational things at irrational times," as he puts it.But in a world where the drama is better than Love Island and first customers write $20 million checks, maybe irrational is exactly what we need.Companies & Products MentionedFoundation CapitalOpenAIAnthropicCursorWindsurfClaude (and Claude Code)11XHarveyScribeLovableTenorFulcrumOutreachSalesloftDatabricksSalesforceOracleSAPExcelWixMcKinseySee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aug 22, 2025 • 43min
S2E15: Will Bots Buy From Bots at $10K? | Maruthi Medisetty (Blue AI)
Subscribe on https://podcast.paid.aiMaruthi Medisetty thinks your sales enablement team is wasting 50 hours a week, and he's built AI agents to prove it. After watching reps practice with AI for 60-75 minutes straight (when they won't even spend 30 with their managers), he's got some contrarian takes on why humans will always close the big deals, how to charge 10% of the value you deliver, and why companies pay McKinsey millions just to have someone to blame.The 50-Hour Week Nobody Talks AboutFive enablement people reviewing 10 calls each per week equals 50 hours of pure waste. Nevara (formerly Blue AI Labs) compresses that to 1-2 hours of approval time. But here's the kicker: Maruthi's not even charging for all that saved time yet. While he could price at $200K+ per year (a full enablement person's salary), he's starting with "cappuccino pricing" to prove the value first."The 50-hour week is massive. It's like a person and a quarter".Why Nobody's Signing $10K Contracts with BotsMaruthi draws a hard line: AI can handle your McDonald's-style transactional sales, but the moment there's "second order skepticism" - when someone needs assurance this will actually solve their problem - humans win. Even for a $7K employer of record deal, buyers want 30 minutes with a human to understand German employment law."I don't think I would be able to sign a $10,000 contract with an AI account executor. Not yet, no."From Seat Pricing to Outcome CaptureThe pricing evolution: Start with per-seat, move to consumption ("seats times usage"), then land at human equivalent value (hours saved), before finally reaching outcome-based pricing. Maruthi's endgame? If he can turn 20 sellers into "super sellers" handling 5x quota, that's $4M in new revenue per team."We are not looking at per seat- per user."The McKinsey Scapegoat PremiumThis brutal truth explains why consulting firms buying AI companies doesn't eliminate the partner who sits with the CEO. Someone needs to be accountable when things fail."When you're sitting in a board meeting and want to say why this went wrong, you still want to blame McKinsey and not a McKinsey agent, right? That's the premium. That's the premium you're paying for."Your Learning Management System is DeadReps are spending 60-75 minutes practicing with AI agents - time they'd never spend watching videos or talking to managers. This kills BigTingCan, LiveRamp, and the entire enablement stack."I see that the reps are practicing at least 60 to 75 minutes with the AI, and I've never seen them even do that kind of talking with their managers or even with their colleagues."The AISDR Goes to MarketingHot take: AISDRs aren't sales tools anymore - they're "AI demand generation" that belongs in marketing. Why? Because people buy from people, and in a world of bot noise, the human touch becomes the differentiator."People buy from people. And then in this noise of the whole bots coming in, if you can stand out as a seller, still retaining that human touch, then the best thing is to augment individuals."Models Get 10x Better Every Six MonthsFollowing Sam Altman's advice to "never bet against OpenAI's modeling," Nevara builds on the assumption that today's limitations vanish tomorrow. They're not building custom models - they're orchestrating multiple models for specific tasks."For every six months, the agents are getting 10x better, or the reasoning models are getting 10x better. So that means the agents will get 10x better."Sales Management Ratios Flip from 1:5 to 1:20When AI handles all the call auditing and identifies exactly what each rep needs to improve, managers can handle 4x more direct reports. The future sales org looks radically different."I think the managers, the 1:5 ratio managers are going to be like kind of shrink to probably 1:20 because they would have a lot more time."The 18-Month Churn ProblemBoth sellers and VPs of sales average 18-month tenures. Maruthi's mission: use AI to make your best people so successful they never want to leave."Think of what are the ways on how you can empower your best employees or your best workforce. Forget about everything else and then see where AI can augment these individuals because super these these people with super skills are God's given gift and they're rare."The 90% Automation RealityWhen it comes to sales training and enablement, AI isn't just helping - it's doing almost everything."90% of that aspect is done by agent."Companies Mentioned:Nevara (Formerly Blue AI Labs)OutreachRipplingRemoteServiceNowSalesforceMcKinseyBigTinCanLiveRampElevenLabsOpenAIMicrosoftAppleGoogleMetaSuperhumanMcDonald'sStripeSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aug 15, 2025 • 40min
S2E14: Infinite markets: We don't optimize for COGS | Christopher O’Donnell (Day.ai)
Show page: https://go.paid.ai/podcast-s2e14Christopher O'Donnell just built what might be the most technically brutal CRM ever attempted. After two years and two million lines of code connecting Gmail APIs, Google Calendar, and meeting transcripts into a preprocessing engine that actually works, he's got some spicy takes on AI economics, the coding tool wars, and why the universe might be conspiring in your favor.The "Total Piece of Cake" Preprocessing HellChristopher's favorite response when competitors think they can copy Day.ai's approach: "Good luck. Have fun. I'm here for a hug when you need it." The technical reality of building an AI-native CRM is absolutely savage. While everyone else builds thin ChatGPT wrappers, Day.ai processes a "fire hose of incoming data" to create actual intelligence.Instead of feeding raw database tables to LLMs, they preprocess everything into beautifully written natural language narratives. Think less "John Smith, VP Sales" and more "John is the real decision maker who's interested but you need to sell him on the core value prop, while Sarah is the champion with zero internal sway and Mike the lawyer actively doesn't want this deal."The result? When you ask about your pipeline, you get actual strategic intelligence instead of regurgitated contact records.Don't Optimize for COGSWhile every AI startup sweats inference costs and switches to cheaper models, Christopher drops this bomb: "We should not optimize for COGS."His framework flips conventional wisdom: When the gap between frontier models like Claude Opus and budget alternatives is massive, you optimize for customer value, not unit economics. Use the expensive model that delivers 10x better results and charge accordingly. The costs will smooth out as open source catches up and capacity increases."At a time when the difference between the state of the art frontier model that's going to be expensive and the best open source alternative is as big as it is today, it's not the time to optimize for that."Ergonomic Pricing: The SKU RevolutionChristopher introduces "ergonomic pricing" - letting users create multiple instances of a paid SKU, each with their own permissions, model instructions, and even DISC personalities. His AI assistant has a whole backstory as "the child of a Swiss watchmaker" who's "super analytical."You can literally tell your AI assistant: "Your name is Klaus, be really direct and German with me always." And it updates itself accordingly. This isn't just personalization - it's treating AI agents like actual team members with distinct roles and personalities.Claude Code vs Cursor: The IDE Wars Get SpicyThe conversation takes a sharp turn into the current coding tool bloodbath. Christopher sees Claude Code pulling ahead not just on model quality, but on fundamental architecture. While Cursor builds a better IDE, Claude Code is building the foundation for autonomous development workflows."If they're going to give you the harness to do that, but you can't really, right? Because you're not really spinning up like a whole container. You don't really have MCP working in that environment."His prediction? Claude Code extends its lead, but there's a massive "overhang" between what these tools can theoretically do and what anyone actually uses them for. We're all underutilizing the current generation while waiting for the next one.The Transparency Trust Crisis (Claude Code Gets Real)"The things that really damage trust are the unexpected charges. And the things that really build trust are like, hey, we're going to tell you exactly what this is going to cost you before you do it."While Cursor hides behind vague usage limits, Claude Code is building transparent pricing that shows you exactly what each operation costs before you run it. No surprise bills, no mysterious usage spikes, no "contact sales" for overages."I think Anthropic and the Claude Code team specifically are like really thinking hard about this stuff in a way that I think is important for customer trust."The Async Intelligence BreakthroughChristopher's AI assistant Chloe watches meeting recordings overnight and emails him the top five priorities, blocking bugs, and product positioning lines that actually landed with prospects. This isn't a demo - it's working today."I woke up this morning with an email from my assistant Chloe and she had watched all of the meeting recordings from the previous day and came in and said, here are the issues, here are the top five things you got to worry about."This represents the shift from reactive chat interfaces to proactive intelligence that works while you sleep.The CRM Apocalypse: Three ScenariosChristopher maps out potential futures with brutal honesty. Scenario one: status quo holds, everyone builds better products. Scenario two: a few AI-native winners emerge alongside improved incumbents. Scenario three: one player takes everything and "Salesforce will not be a public company" by 2028.He puts the apocalypse scenario at 20-30% probability. "Maybe somebody starts a company in 90 days with some new frontier model, with some new mindset, and they just stick the landing and get it all perfect."The Universe Conspiracy TheoryChristopher's philosophical framework sounds like Silicon Valley mysticism until you hear the application: "The universe is conspiring in your favor if you're paying attention." When technical complexity feels impossible, when competitors emerge, when pricing gets weird - lean into the flow instead of fighting upstream."We do these things not because they're easy, but because we thought they would be easy. The universe is like, you need to build this AI native CRM that's all automatic and I'm like, that sounds great. And then two years in, two million lines of code, and I'm just like, okay, I'm tired."The Infinite Market RealityWhile everyone obsesses over winner-take-all dynamics, Christopher drops this perspective shifter: "This is an infinite market." The CRM space is so massive that multiple AI-native players can build billion-dollar companies without directly competing.His advice for the chaos ahead? "Accept what the universe is going to bring and try to use this stuff in the meantime to do something kind of positive for the world."Companies Mentioned:Day.aiSalesforceAnthropic (Claude)OpenAIWindsurfCursorGoogle (Gmail, Calendar)AWSHubSpotCoffeeAttioSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Aug 8, 2025 • 48min
S2E13: The Death of Traditional Startup Scaling | Amos Bar-Joseph (Swan)
The venture capital model is dying, and Amos Bar-Joseph has the data to prove it. After selling two previous startups, he's now building Swan AI with an audacious goal: $30 million in revenue with just three people by 2025. The kicker? Over 50 VCs have approached him, not because he needs money, but because they're desperate to understand how autonomous businesses will reshape their entire industry.The Three-Function Business ArchitectureTraditional startups have bloated org charts with misaligned incentives. Amos stripped it down to three core functions:"An autonomous business don't have 10 different roles under the go-to-market umbrella. It has only one - revenue creator."Revenue creators own sticky revenue growth. Product creators handle development and architecture. Agent creators build AI armies to amplify human potential. No SDRs, no demand gen, no customer success silos.The $10 Million Per Employee VisionMost companies throw bodies at scaling problems. Amos made that illegal:"The constraint is actually you can't throw bodies at a scaling challenge."If they hire one more person, that individual needs to be worth $10 million in ARR. This forces radical efficiency and intelligence-first scaling that traditional companies can't match.Why VCs Are PanickingThe shift from capital-intensive to intelligence-intensive startups is breaking venture capital:"VCs are starting to understand that the venture capital model is changing. Startups used to require a lot of capital to succeed."Mid-stage VCs pouring $10-100 million checks will become extinct. They'll either move up to private equity or down to early-stage funding. The middle will disappear.The Agent Creator RevolutionThe most fascinating role is the agent creator - someone who builds AI agents to amplify humans, not replace them:"An agent creator doesn't look at a process to automate. It looks at a human being at a center to amplify, to empower."Amos has an entire AI system built around his LinkedIn strategy, handling everything from content creation to engagement tracking to website visitors.The Enterprise Death SpiralLarge companies are doomed because they can't retrofit autonomous architecture:"If you already scale with people, you are in a world of hurt because you have to like undo the process and undo the people to then layer agents."Enterprises will get incremental 20% efficiency gains while autonomous startups achieve 100x improvements.The Wealth Distribution FlipAutonomous businesses solve startup inequality by concentrating value in smaller, efficient teams:"The leaner the team and the less equity you give to external investors, then it means that the distribution of wealth actually goes more to the people."The Return on Management ConceptTraditional scaling kills efficiency through bureaucracy:"Return on management diminishes the more you scale because you just put more layers that are just in charge of the processes."Autonomous businesses maintain flat structures where executives manage AI agents, not human hierarchies.The Airbnb Funding ParallelStartups are returning to capital-light origins:"Airbnb got a check of $150,000 at the beginning of a $1.5 million valuation. They managed to build Airbnb with $150,000."The playbook stayed stale for 15 years while costs inflated. Intelligence is replacing capital as the key scaling resource.The Authenticity Distribution AdvantageBuilding in public creates unfair distribution advantages. Authentic messaging and thought leadership compress traditional marketing timelines.This episode reveals why the next five years belong to small, autonomous businesses that can outmaneuver billion-dollar enterprises by scaling with intelligence instead of headcount.Companies Mentioned:Swan AIAirbnbCursorDevinGoogleOpenAIMicrosoftSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

14 snips
Aug 1, 2025 • 35min
S2E12: Getting Customers to Pay Before You Code | Pukar Hamal (SecurityPal AI)
Pukar Hamal, founder and CEO of SecurityPal, shares his journey from Nepal to the tech sector, tackling the challenge of cumbersome security questionnaires. He highlights how turning a problem into a service-first approach allowed him to hit $2 million in revenue before coding a single line. Pukar discusses innovative funding strategies, effective pricing for AI services, and emphasizes the importance of customer trust in a zero-trust environment. His insights are a goldmine for startups aiming to secure enterprise agreements.

Jul 25, 2025 • 45min
S2E11: AI Agents Will Eat Everything | Jack Altman (Alt Capital)
Jack Altman, Managing Partner at Alt Capital and co-founder of Lattice, shares his unique insights as a former CEO turned VC. He candidly compares investor-founder relationships to dating, highlighting the long-term commitment involved. Jack uncovers the industry's flaws in pattern matching, revealing how many investors overlooked Airbnb's potential. He discusses the evolving landscape of AI investments, emphasizing niche startups and the transformative effects of AI on various sectors. Plus, he reflects humorously on family dynamics and their influence on his career.