Victor Riparbelli

Because it doesn't actually work or doesn't actually do the thing that you wanted to do. And so that's a problem because the AI startups think they're doing the right thing, they think they're delivering value, but at some point you're going to be hit by that wall of churn where all your 12-month contracts begin to phase out because you're not actually delivering value, right?

Because it doesn't actually work or doesn't actually do the thing that you wanted to do. And so that's a problem because the AI startups think they're doing the right thing, they think they're delivering value, but at some point you're going to be hit by that wall of churn where all your 12-month contracts begin to phase out because you're not actually delivering value, right?

Because it doesn't actually work or doesn't actually do the thing that you wanted to do. And so that's a problem because the AI startups think they're doing the right thing, they think they're delivering value, but at some point you're going to be hit by that wall of churn where all your 12-month contracts begin to phase out because you're not actually delivering value, right?

Are we seeing that wall of churn moment now? I think a lot of companies are seeing that big time, right? And I think what's very unique about it about AI the last couple of years is that people are extremely willing to part ways with their money. People don't mind like paying on a consumer level, like $30 a month to like try out something that looks cool.

Are we seeing that wall of churn moment now? I think a lot of companies are seeing that big time, right? And I think what's very unique about it about AI the last couple of years is that people are extremely willing to part ways with their money. People don't mind like paying on a consumer level, like $30 a month to like try out something that looks cool.

Are we seeing that wall of churn moment now? I think a lot of companies are seeing that big time, right? And I think what's very unique about it about AI the last couple of years is that people are extremely willing to part ways with their money. People don't mind like paying on a consumer level, like $30 a month to like try out something that looks cool.

Enterprise level, like sign for 50K pilot to do something. But the real signal is not that you sign a contract. The real signal is renewal. And I think there's too many AI startups who optimize or have optimized too much for like closing new contracts, not for the renewal, right? If you optimize for the new contracts, not the renewals, you

Enterprise level, like sign for 50K pilot to do something. But the real signal is not that you sign a contract. The real signal is renewal. And I think there's too many AI startups who optimize or have optimized too much for like closing new contracts, not for the renewal, right? If you optimize for the new contracts, not the renewals, you

Enterprise level, like sign for 50K pilot to do something. But the real signal is not that you sign a contract. The real signal is renewal. And I think there's too many AI startups who optimize or have optimized too much for like closing new contracts, not for the renewal, right? If you optimize for the new contracts, not the renewals, you

Unless you've hit the right thing, which of course some people do, then you're in for a whole bunch of trouble.

Unless you've hit the right thing, which of course some people do, then you're in for a whole bunch of trouble.

Unless you've hit the right thing, which of course some people do, then you're in for a whole bunch of trouble.

I mean, I think we're definitely in a bubble, right? I don't think that's necessarily a bad thing. I think that's how capitalism works, right? For a lot of money, a lot of products at the world, and you try to do like a million different things at once and you kind of see what sticks. And that's the right way to innovate, right? That's Darwinistic by nature.

I mean, I think we're definitely in a bubble, right? I don't think that's necessarily a bad thing. I think that's how capitalism works, right? For a lot of money, a lot of products at the world, and you try to do like a million different things at once and you kind of see what sticks. And that's the right way to innovate, right? That's Darwinistic by nature.

I mean, I think we're definitely in a bubble, right? I don't think that's necessarily a bad thing. I think that's how capitalism works, right? For a lot of money, a lot of products at the world, and you try to do like a million different things at once and you kind of see what sticks. And that's the right way to innovate, right? That's Darwinistic by nature.

But I think there's a lot of money that's going to go up in flames in AI products that either just aren't that valuable or things that eventually become features in some of the big cloud providers.

But I think there's a lot of money that's going to go up in flames in AI products that either just aren't that valuable or things that eventually become features in some of the big cloud providers.

But I think there's a lot of money that's going to go up in flames in AI products that either just aren't that valuable or things that eventually become features in some of the big cloud providers.

Buzzwords always take me out. When people say they're building AI agents to do all sorts of different things, that always lights up my bullshit detector a little bit. But I just feel like when you're overly obsessed about the technology and the latest buzzword, that's usually a yellow flag for me. Maybe I'll give you one concrete example. I really, really hate it when people call AI employees.

Buzzwords always take me out. When people say they're building AI agents to do all sorts of different things, that always lights up my bullshit detector a little bit. But I just feel like when you're overly obsessed about the technology and the latest buzzword, that's usually a yellow flag for me. Maybe I'll give you one concrete example. I really, really hate it when people call AI employees.