Deedy Das
speaker
881 appearances
1 recordings
1 series
first heard Nov 2025
last heard 14 Nov
Deedy Das’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.
Appearances
It's not really a topic of mine.
I just find it quite interesting to see how, speaking of AI companies and markups, there are companies, obviously I'm not going to name them, but there are companies who go like, hey, here's like a small company that does a million of ARR completely with humans.
I'll buy it for 2 million and then I'll do some of it with AI.
But now I'm an AI company and a million of ARR.
An AI company world is $100 million.
And so, you know, it's pure like multiple arbitrage on the category that you're in.
you're just pricing.
He funded a company that
firm?
A
If it works, it works.
I just think what was interesting to me is you can 50x the value of the company before you actually landed anything with AI yet.
also that effect that's very clearly in venture capital where not just what you said, which I agree also happens, but imagine there's times where people funnel so much money into a company before it's really...
like prime time, which dissuades anybody else from entering that market.
And then they become the de facto winner of the market because they canceled the competition with funding.
And you can think, and I'm not going to name the categories, but you can think of numerable categories in this market, in this paradigm where that's already
Do you think, like... I guess it's a question for you guys also, because I don't have a good answer yet.
The belief is always, obviously, bit or less than pilled, right?
Like, you buy more compute, therefore you get the most models.
By the
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