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Zoom hits an all-time low. Here's what AI startups can learn from the WFH hype cycle.

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Manage episode 424530781 series 3298391
Content provided by Mistral.vc. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mistral.vc or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Zoom was THE work-from-home stock. It's down 90% from peak. The same hype that fuelled work-from-home stocks is now fuelling AI. What happened to Zoom will happen to many AI companies.
AI startups today need to carefully position against foundational models and incumbents. Here's how to think through it.

Why you should listen:

  • Learn why what happened to Zoom will happen to many AI companies
  • How to position yourself against the two AI giants: Foundational models & incumbents.
  • How to think through the product vs distribution race all AI startups face.

Keywords
Zoom, AI, positioning, foundational models, incumbents, use cases

Send me a message to let me know what you think!

  continue reading

Chapters

1. Lessons From Zoom and AI Hype (00:00:00)

2. Positioning in AI (00:02:24)

3. Product vs. Distribution (00:08:09)

93 episodes

Artwork
iconShare
 
Manage episode 424530781 series 3298391
Content provided by Mistral.vc. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by Mistral.vc or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://player.fm/legal.

Zoom was THE work-from-home stock. It's down 90% from peak. The same hype that fuelled work-from-home stocks is now fuelling AI. What happened to Zoom will happen to many AI companies.
AI startups today need to carefully position against foundational models and incumbents. Here's how to think through it.

Why you should listen:

  • Learn why what happened to Zoom will happen to many AI companies
  • How to position yourself against the two AI giants: Foundational models & incumbents.
  • How to think through the product vs distribution race all AI startups face.

Keywords
Zoom, AI, positioning, foundational models, incumbents, use cases

Send me a message to let me know what you think!

  continue reading

Chapters

1. Lessons From Zoom and AI Hype (00:00:00)

2. Positioning in AI (00:02:24)

3. Product vs. Distribution (00:08:09)

93 episodes

All episodes

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