Osvald Nitski

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475 appearances 1 recordings 1 series first heard Jul 2026 last heard 25 Jul

Osvald Nitski’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 Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Mercor CPO on Revenue Concentration from Frontier Labs | Why Large Enterprise is Scared to Partner with Frontier Labs | Why Small Specialised Models is the Future with Osvald Nitski · 25 Jul 2026 podcast

It totally depends on the use case.

So I've mostly worked at hyper growth companies where growth matters at all costs, right?

Your willingness to spend for growth as long as the unit economics are fine.

When you're looking at...

coding agent spend for your software engineers, that's not cogs for your work.

If that's really high, that could still be giving you compounding gains.

If you're looking at a customer service agent that has massive token spend, and the revenue you're getting from the customer is being served is way lower than the token spend, then you're definitely in a bad position.

But my experience has been just these growth stage companies, and I think for a lot of founders, considering

their token spend.

If it's for growth, if it's for improving the efficiency of your headcount, that's just what you need to do to service large amounts of demand when you're starting up.

I hope that we can move towards a future of better accounting of the outcomes being driven by token spend because even here I think in a company like Salesforce, we have so many, a company of that size, certainly you should have different spend profiles depending on what the team is doing.

Again, here you have teams that might be more like solutions engineering or forward deployed where

You have to think in terms of unit economics and teams doing R&D where you can have more tolerance for spend.

So I think at the large companies, you have to consider which parts of your organization are doing what and how much tolerance should you have in different areas.

I think macro, the percentage will increase over time to more than 3%.

Yeah, yeah, yeah, we do.

100% sounds reasonable.

So as I said, I've only worked at hyper growth companies.

And that's what Mercore is and continues to be more so every day as the growth just accelerates.

For us, it

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