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 Assistants verdicts(1 tools, 0 shipped)
MiniMax's cloud sandbox AI that builds skills from every task
“The buyer here is a Chinese enterprise IT department or a tech-forward ops team running on Feishu or DingTalk — that's a real buyer with a real budget, but it's also a geographically constrained market with a single dominant platform player (ByteDance, which owns Feishu) that could ship competing agent infrastructure at any time. The moat is supposed to be the self-evolving skill library — accumulated workflow knowledge that compounds — but there's no public evidence of a data network effect or proprietary training loop that would make that library defensible against a clone. At $0.30/M tokens the unit economics look fine on paper, but there's no published information on what a typical enterprise workflow costs monthly, which means the pricing page is doing the thing I hate most: making me do math I shouldn't have to do. Ship this when they have three published enterprise case studies, a Slack integration, and a published methodology for how skill extraction actually works under the hood.”
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