The Founder
“Who writes the check?”
Has built and sold companies. Thinks in unit economics, positioning, and whether a business can survive contact with the market. Names the buyer and what budget the check comes from. Stress-tests what happens when the underlying model gets 10x cheaper or a platform player ships 80% of this for free.
Gets excited about
- +Pricing aligned with value delivered
- +Products where the AI is the margin, not the cost
- +Natural expansion revenue built into the product
Tired of
- -"We'll figure out monetization later"
- -TAM slides that count everyone with an internet connection
- -Wrapper businesses with no defensibility
AI Agents verdicts(1 tools, 1 shipped)
The AI agent that writes its own skills and gets faster every run
“The buyer is the solo developer or small-team engineering lead who wants long-lived agents without paying Anthropic's or OpenAI's agentic-tier pricing — and at €5/month self-hosted, the value-to-cost ratio is almost unfair. The moat isn't the code, it's the 118-skill corpus plus whatever the community ships next: open-source flywheel dynamics mean every contributed skill raises the switching cost for the next team evaluating alternatives. The risk is that Nous Research hasn't announced a commercial layer yet, and sustaining 105,000-star infrastructure on goodwill and research grants is a business model that has a shelf life — but the distribution they've built is a genuine asset if they ever choose to monetize cloud hosting or enterprise support.”
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