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Gaurav Misra

๐Ÿ‘ค Speaker
310 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

don't collaborate with anybody. And I think it'll be interesting to see like how that plays out. Obviously, there's many talks happening about a ban and all this kind of thing. We'll see like where all that goes. But their leadership is very well aware of our existence. And they have tried many, many times to try to kill us.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

don't collaborate with anybody. And I think it'll be interesting to see like how that plays out. Obviously, there's many talks happening about a ban and all this kind of thing. We'll see like where all that goes. But their leadership is very well aware of our existence. And they have tried many, many times to try to kill us.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

To their credit, they were the first to be aware of our existence of anybody else.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

To their credit, they were the first to be aware of our existence of anybody else.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

They literally were to the extent of copying our app store description, our website, exactly putting that in their press release word for word, copying our brand colors, exact precise brand colors, pretending to be us beyond anything you would imagine. And just kind of crazy that like a company of that size would even try these types of tactics.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

They literally were to the extent of copying our app store description, our website, exactly putting that in their press release word for word, copying our brand colors, exact precise brand colors, pretending to be us beyond anything you would imagine. And just kind of crazy that like a company of that size would even try these types of tactics.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

But at the end of the day, like the software that they just create is just very mediocre. And it just works because they have great distribution through TikTok. And I think we win because we just have better product.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

But at the end of the day, like the software that they just create is just very mediocre. And it just works because they have great distribution through TikTok. And I think we win because we just have better product.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

So the talent side is still, I think, evolving. I don't think it's completely solved for what it's worth. As the use cases are growing, as more and more people are realizing what's possible, as more companies are getting started trying to solve similar problems, there's only going to be a more and more of a shortage of talent. Talent isn't created overnight, right?

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

So the talent side is still, I think, evolving. I don't think it's completely solved for what it's worth. As the use cases are growing, as more and more people are realizing what's possible, as more companies are getting started trying to solve similar problems, there's only going to be a more and more of a shortage of talent. Talent isn't created overnight, right?

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

Like it takes years and years of experience before... someone can be considered experienced in an area. And I think we will still see continued pressure on that talent side, especially for like building generative models and foundation models and things like that. Obviously, the more VC dollars that are poured into this area, that'll have an effect.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

Like it takes years and years of experience before... someone can be considered experienced in an area. And I think we will still see continued pressure on that talent side, especially for like building generative models and foundation models and things like that. Obviously, the more VC dollars that are poured into this area, that'll have an effect.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

But I do think, interestingly, it doesn't take an army to build this type of stuff. It takes a few good people. And it might take an army to like scale it and really make it big, but to deliver world-class results can be done with maybe a dozen people or less. And you can beat everybody in the world with a team that small if you had the right ingredients in place.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

But I do think, interestingly, it doesn't take an army to build this type of stuff. It takes a few good people. And it might take an army to like scale it and really make it big, but to deliver world-class results can be done with maybe a dozen people or less. And you can beat everybody in the world with a team that small if you had the right ingredients in place.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

A lot of the challenge just becomes like finding those people. You can't get it wrong. You want a very specific set of people. You want a specific skill set. This is all new. So very few people have experience in it. It's all cutting edge. There's discoveries and inventions like happening every day, every week.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

A lot of the challenge just becomes like finding those people. You can't get it wrong. You want a very specific set of people. You want a specific skill set. This is all new. So very few people have experience in it. It's all cutting edge. There's discoveries and inventions like happening every day, every week.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

So the more you care about it, you want to find people really close to the cutting edge who really know what's happening today and what are the small little wins and techniques that will get us the edge over everybody else. So it still is a challenge.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

So the more you care about it, you want to find people really close to the cutting edge who really know what's happening today and what are the small little wins and techniques that will get us the edge over everybody else. So it still is a challenge.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

I don't know if we completely understand it yet. Basically, like I think it's almost too early to tell in a way, because we aren't completely able to replace labor, all the different aspects. So we don't know what people will be willing to pay for it yet. In the use case graph, we're like a four, three, four or 5%, whatever, something in that range is just early.

Invest Like the Best with Patrick O'Shaughnessy
Gaurav Misra & Dwight Churchill - Building Captions - [Invest Like the Best, EP.405]

I don't know if we completely understand it yet. Basically, like I think it's almost too early to tell in a way, because we aren't completely able to replace labor, all the different aspects. So we don't know what people will be willing to pay for it yet. In the use case graph, we're like a four, three, four or 5%, whatever, something in that range is just early.