Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Pricing

Victor Riparbelli

๐Ÿ‘ค Speaker
801 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

100%.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

I totally agree with you, and I think a successful company is a long series of product market fits, but you need that initial spark, right? Once you have that, you have something to build on. The bigger you get, the bigger company you're building. You need new products, new product market fit, essentially.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

I totally agree with you, and I think a successful company is a long series of product market fits, but you need that initial spark, right? Once you have that, you have something to build on. The bigger you get, the bigger company you're building. You need new products, new product market fit, essentially.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

I totally agree with you, and I think a successful company is a long series of product market fits, but you need that initial spark, right? Once you have that, you have something to build on. The bigger you get, the bigger company you're building. You need new products, new product market fit, essentially.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

And I actually do think that that's one of the things as a founder that you should always be focusing on. What is the next market? What is the next product you're targeting? But in our case, I would say we have a bunch of product market fits already. And those, I think you can hire super smart people that can run with it, make it great lines of businesses, make it great products.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

And I actually do think that that's one of the things as a founder that you should always be focusing on. What is the next market? What is the next product you're targeting? But in our case, I would say we have a bunch of product market fits already. And those, I think you can hire super smart people that can run with it, make it great lines of businesses, make it great products.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

And I actually do think that that's one of the things as a founder that you should always be focusing on. What is the next market? What is the next product you're targeting? But in our case, I would say we have a bunch of product market fits already. And those, I think you can hire super smart people that can run with it, make it great lines of businesses, make it great products.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

But I think pushing to those next product market fits and where the company needs to be in two or three years, I think that remains to be the founder's job.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

But I think pushing to those next product market fits and where the company needs to be in two or three years, I think that remains to be the founder's job.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

But I think pushing to those next product market fits and where the company needs to be in two or three years, I think that remains to be the founder's job.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

Well, I think when you have the money, you do spend it, right? I think for us, it's been more a matter of just, we've always been obsessed about actually building a business, having great unit economics, and making sure that we're a business that generates money and revenue, and that we're always in control of our own destiny, rather than being tied to a VC parachute.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

Well, I think when you have the money, you do spend it, right? I think for us, it's been more a matter of just, we've always been obsessed about actually building a business, having great unit economics, and making sure that we're a business that generates money and revenue, and that we're always in control of our own destiny, rather than being tied to a VC parachute.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

Well, I think when you have the money, you do spend it, right? I think for us, it's been more a matter of just, we've always been obsessed about actually building a business, having great unit economics, and making sure that we're a business that generates money and revenue, and that we're always in control of our own destiny, rather than being tied to a VC parachute.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

And so I think we've always just spent conservatively, but it's also very clear, right, that if you know where to spend the capital, it is an amazing asset, right? So building a great go-to-market team, for example, I mean, that does cost money and that there's like a cash flow thing of like you have to hire like a bunch of people that are really great. They have to train.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

And so I think we've always just spent conservatively, but it's also very clear, right, that if you know where to spend the capital, it is an amazing asset, right? So building a great go-to-market team, for example, I mean, that does cost money and that there's like a cash flow thing of like you have to hire like a bunch of people that are really great. They have to train.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

And so I think we've always just spent conservatively, but it's also very clear, right, that if you know where to spend the capital, it is an amazing asset, right? So building a great go-to-market team, for example, I mean, that does cost money and that there's like a cash flow thing of like you have to hire like a bunch of people that are really great. They have to train.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

They take nine months before they wrap up and then the investment is worth it. You want to have capital, right? You want to have a really healthy balance sheet so that you can chase any opportunity that comes ahead of you. For us, like we want to build like a really, really big company. I think there is Easily a $50-100 billion company can be built in the space that we're in.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

They take nine months before they wrap up and then the investment is worth it. You want to have capital, right? You want to have a really healthy balance sheet so that you can chase any opportunity that comes ahead of you. For us, like we want to build like a really, really big company. I think there is Easily a $50-100 billion company can be built in the space that we're in.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

They take nine months before they wrap up and then the investment is worth it. You want to have capital, right? You want to have a really healthy balance sheet so that you can chase any opportunity that comes ahead of you. For us, like we want to build like a really, really big company. I think there is Easily a $50-100 billion company can be built in the space that we're in.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why Scaling Laws Will Not Continue | OpenAI vs Anthropic vs X.ai: Who Wins and Why | How Far Will Model Providers Go Into the Application Layer | The End State for Models: Many Specialised or Few Generalised with Victor Riparbelli @ Synthesia

And we want to win that. You're not going to win that by bootstrapping all the way, right? I think that's a myth.