Dwight Churchill
speaker
35 appearances
1 recordings
1 series
first heard Jan 2025
last heard Jan 2025
Dwight Churchill’s voice in public audio — every appearance, attributed to the second.
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Appearances
And I think there's just so much attention on the large AI labs that are Effectively, what Gaurav was talking about before is that solving intelligence. That's a very, very different mission than the company who maybe is creating the automated software developer. Two very different worlds.
And so I think paying more attention to things outside of that is pretty important for it to really understand how this is changing inside of their companies.
I think it would be hard to find a company today, a successful company today, that hasn't and or isn't exploring an AI tool of some sort to either completely replace an activity inside the company or, quote unquote, do more with less in another capacity. I think that's true of every function of essentially every successful company today. And that's where you're seeing like a lot of the adoption.
So even discussing the foundation model versus some of these companies who are just fine tuning the model as something open source or something. There's a ton of alpha in getting these tools inside of their company. So if you're talking to someone who's, how do we do this and roll it out as a larger enterprise? Yeah. I think there are already examples. There are massive enterprises that you go in.
Someone was telling me the other day that L'Oreal, the beauty company, you can go in and they have like an internal GPT, basically, an internal LLM of some sort. Any employee can ask any question. I don't know how much that's really being baked into their thought.
I think there's just so much attention towards these particular AI labs and the way that they're running their businesses, which is extremely different than some other companies, in particular, if they have the backing of Microsoft or something. Yeah, it's inherently just being driven differently. And yeah, I think if you were to go into those, I think your viewpoint would potentially change.
And that could definitely inform a better understanding on how this is actually going to change work.
And I think on the like, what does this end up looking at a mature business end, call it some threshold. I genuinely believe that these can look like very high margin businesses, whether that be the deflationary behavior of GPU and just compute in general, like it's incredibly early, like We're talking about NVIDIA's latest chip, et cetera.
You're already seeing the cost come down from on H100s as the H200 architecture and stuff is being rolled out. Throughout history, these prices have never gone the other way. It's highly deflationary as the next one rolled out because ultimately that is their business model. They make them more efficient, they make them more powerful, whatever it is.
And so I think generally speaking that that is 100% guaranteed, at least from my perspective. I think the... Interesting thing, though, is that like when you're earlier stage and companies are earlier stage and just talking about startups in general, is that higher margin businesses actually sound to me like perfect attack vectors for another entrepreneur.
And I think you should be very wary of companies that are operating at really high margins in the particular earlier stage. For these types of businesses, there's a ton of margin expansion opportunities. And then that also goes for the later stage companies, though, too. I think you're seeing it right now, the CRMs and companies operating 80, 90% margins. It's great, typical SaaS kind of stuff.
They seem like great opportunities for companies to essentially go right after. In reinventing some of this stuff, those companies don't have the same pricing power that they did 15, 20 years ago. At the same time, though, the great ones are thinking about that right now and reinventing themselves.
And so it does feel like a little bit of, as we discussed some of these business model changes, I think it is a bit of a shifting ground
I mean, it's hard for me to not say the kindest thing is probably my wife. And we started this company. We were already married. We had our first kid. Pretty hard not to call it that. It could have obviously not gone that way. I decided not to start the company, not to do a bunch of this stuff. And yeah, enabled me to take more risk. And yeah, yeah.
Yeah, exactly.
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