Nick Grossman

speaker

350 appearances 1 recordings 1 series first heard Jul 2026 last heard 20 Jul

Nick Grossman’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Jul 2026 with 1.

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The Pomp Podcast · Why No Company Will Win the AI War: The "Rebel Alliance" Thesis | Nick Grossman · 20 Jul 2026 podcast

Yeah, I mean, this blew up in the news over the weekend with Alex Karp and Palantir and everything else.

He has a tendency to be able to get attention.

He does, he's really good at that.

You know, I think certainly for starters, everybody is using the enterprise plans with the best retention data policies and assuming those are the best they can get.

And I think a lot of founders are parallelizing across different models and not necessarily putting all of their

data into any, you know, all of their experience or their data streams and traces into one place.

And then, of course, there's a whole stack of data that never reaches the actual model itself, right, which application layer companies can uniquely see and learn from.

So I

I think at the stage that we invest at, which is the seed and the A, like very early stage, companies are – most founders are mostly focused on capability, performance, user experience.

Can they deliver something that works?

And then I think as they scale, they tend to worry more about these structural problems of, you know, making sure that they're sort of –

protected as best possible, which is why you hear more about it from the biggest companies and are less about it from the early stage startups who are just trying to get something that works going.

I think it depends.

Okay.

You know, you saw the first wave of this happening with all the UGC content, like the Web2 era UGC content companies seeing selling data to the labs as a potential adjacent business model.

And I think that can work.

This is like RedEd and Stack Overflow and folks like that.

And then...

And then today, there were the first round of big data generation companies like Scale AI and others who uniquely built a business model around selling data to the labs.

And I think that has worked pretty well for a category of companies.

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