Reactions from ranked influencers
2 posts
New episode of Training Data with @FactoryAI's @matanSF YouTube: https://seq.vc/ezl Apple: https://seq.vc/l0c Spotify: https://seq.vc/sgy
Most startups celebrate their first couple million of revenue. @FactoryAI gave it back. They didn’t have to. They chose to. They decided that the product just wasn’t good enough yet, and they wanted to know that they’d really earned it. They wanted their customers to be obsessed. Two years later they shipped Droid CLI, and they’ve been ripping ever since. The product is fantastic and the team is even better - particularly having been hardened by their “two years in the desert”. @matanSF was one of our very first guests on Training Data, and we are delighted to welcome him back. 00:00 Introduction 01:37 Enterprise Lock In Fears 04:26 No Lock In Promise 05:24 Two Years Early 07:24 Refunding Revenue 13:49 Droid CLI Breakthrough 16:44 Harness Frontier Tactics 26:42 Natural Language Routing 27:32 Open Models Catch Up 29:26 Token Share Forecasts 31:02 Automating Low Leverage Work 32:36 Pricing Beyond Tokens 35:56 Software Factory Vision 43:43 AI Transformation Playbook 46:13 Async Agents And Optimism