The barber shop line is going to stick with me longer than most funding advice—when every fund's pitch is "we have money," it stops meaning anything. The LoveFilm queue-as-demand-data point is the real lesson though, since that's a moat you can build way before you're anywhere near Netflix's scale. Curious if Saul thinks that kind of proprietary signal is harder to come by now that everyone's chasing the same AI usage data.
The barber shop line is going to stick with me longer than most funding advice—when every fund's pitch is "we have money," it stops meaning anything. The LoveFilm queue-as-demand-data point is the real lesson though, since that's a moat you can build way before you're anywhere near Netflix's scale. Curious if Saul thinks that kind of proprietary signal is harder to come by now that everyone's chasing the same AI usage data.
Europe must pivot East. The UK is West, and is not Europe..