Gaurav Misra
speaker
155 appearances
1 recordings
1 series
first heard Jan 2025
last heard Jan 2025
Gaurav Misra’s voice in public audio — every appearance, attributed to the second.
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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.
To their credit, they were the first to be aware of our existence of anybody else.
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.
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.
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?
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.
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.
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.
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.
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.
And we aren't able to like fully replace certain workflows or like very operationally heavy like processes that might exist in companies and stuff. And we will get there slowly and steadily. We're moving towards that. And I think we'll see what people will be willing to pay for that. So I think we'll figure it out.
One of the big questions there is like, how does that split between consumer and B2B? I think consumer pricing is evolving pretty clearly. I think we're starting to see what that looks like. It seems like it's coming down to consumer subscription. And it also seems like people are willing to pay a little bit more than they would have otherwise.
So for example, traditionally for like video related apps on the App Store, for example, web apps and Android, whatever, the standard price is somewhere in like the $7.99 to $12.99 range. That's just considered normal. And there's a freemium business model to it. I think what we've seen different is like for us, for example, we have been for a long time, like we were completely premium.
There's no free product. You cannot even use it once for free. And that worked just fine. People were like, okay, whatever. Here's money. Let's move on. And so that wouldn't have worked in an older world without the newer technologies and stuff. People would have been like, yeah, I'm not paying for this, right? I'm moving on to the next one.
I think the other thing we're starting to see is can we charge $25 a month? Yes, we can. People are paying that. And so people are clearly willing to pay much higher prices. Like if you look at a lot of different AI companies out there, the video generation companies and stuff, they're going across this range too. And people are paying all these prices.
People are paying up to like $2,000 a month consumer subscription. I think there's a lot more ability to go higher on the subscription pricing than there was previously. Now that might change. I think a big factor of that might be like, there's just not enough competition still.
Still might be like, there's only maybe one or two models in the world that are like off that quality and people care about that quality. So you really don't have a lot of choice. Maybe if there's like a ton of these Tesla models floating around, maybe the price comes down in the future. So that's what we're seeing on the consumer side.
And then on the B2B side, I think that's where we will figure out a lot of it, right? I think some of the big things that need to be solved there is will businesses buy models that are trained on unlicensed data? That's like an open question. And yeah, they are to an extent. We'll see kind of how all that plays out. We're planning to go much more on the fully licensed side.
That's going to be one of our main differentiators because we are uniquely positioned for that. We actually collect data at like a massive scale. So we can actually train fully licensed models.
My feeling is that towards the end game, not today, but as this area gets very saturated, so maybe many years from now, I think things like having fully licensed models will factor in, because you'll be able to win on that very easily in like a competitive deal. and people will care about those types of things.
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