Tribe Talkin’ Ep 17: Death by AI, changes to cold email, CAC is rising, the fastest growing companies, the difference between first time and experienced founders.

Transparent Venture Capital by Tribe Global Ventures

Tribe Global Ventures

Investing, Business:investing, Business, Entrepreneurship

5 • 1 Ratings

🗓️ 29 November 2023

⏱️ 64 minutes

🔗️ Recording | iTunes | RSS

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Summary

In this weeks episode of Tribe Talkin': It was alleged Sam Altman's dismissal was due to "Q*" achieving true artificial general intelligence (AGI) capabilities. An interesting break down of an alleged letter sent to the board describing the AGI discovery. It's funny because its true: how some VC's are approaching AI. Edrolo and other EdTech being affected by AI. Changes coming to your ability to send "cold" email. Cost to acquire customers (CAC) is rising, although some companies like Datadog and Monday.com are hitting it out of the park. Canva continue to lead in lead up to IPO. AFR top 100 fastest growing companies list is released. "First time founders concentrate on product, second time founders concentrate on distribution". The lines blurring between VC and PE. [email protected]

Transcript

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0:00.0	What was on the agenda today?
0:10.1	It was AI and AI, open AI, and some theories that are going around on the internet about
0:15.8	what may have really been happening there, but then it led into some great content we found
0:19.5	about the future of AI
0:21.6	and the shifting landscape. So we talk a little bit about how founders can navigate those waters
0:26.0	at the moment. And how it's affecting some companies. And we used a case study of Edrollo that had
0:31.5	spoken about, or the article had spoken about coming under pressure from AI as well as a company
0:37.3	out of the US called Chegg.
0:39.3	Then we touched on the changes coming to email and how that may impact founders that use that
0:44.3	for their channel to acquire customers.
0:46.3	Yeah, and then that led into a little bit of discussion about changing cack metrics.
0:50.3	We talked a little bit about Monday.com and some of their figures and then led into a discussion around Canva and their growth rate, which remains insanely positive.
0:59.5	AFR had just released last night their fastest growing companies list.
1:03.8	So we unpacked a few of those companies from the point of view of the ones that are doing really well and the ones that whilst revenue growth is strong, maybe it's not as healthy as it looks underneath. Then we discussed a really good
1:16.5	one-liner and really unpacked our thoughts on why sales and marketing is the heart of the great
1:21.4	technology company. And that led us to just talking about some of the difficulties in the market
1:25.7	and how VC in some areas is blurring into PE.
1:30.7	So I think quite a broad episode.
1:32.3	So let's get into it.
1:46.0	Are we all energetic? I'm good.
1:47.0	I am.
1:48.0	I look like shit.
	...

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