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Jacob Barhydt

@jacobbarhydt

  1. @jacobbarhydt · 5hStartups
    Questioning Deedy's case against Indian founders building in IndiaDoes Deedy have a point? Or are there valid reasons for founders to actually wanna build in India?

    Clipped from X (formerly Twitter)

    I say all this because every time there is a slight immigration hiccup in the US, I hear the online pleas to "build in India", I struggle to understand why most engineers, academics or founders would do that net of desire to be close to family, failure to obtain visa and devout patriotism.
    Deedy on X: "The smartest Indians continue to come to build in the US for the simple reason that the economic incentives are far far better. Perplexity ($20B), Skild ($14B+), Baseten ($13B), Together ($8B), Glean ($8B), Modal ($5B), Rubrik ($25B), Harness ($5B), Blacksmith, Parallel,"Open ↗
  2. @jacobbarhydt · 5hStartups
    Questioning Deedy's case against Indian founders building in IndiaDoes Deedy have a point? Or are there valid reasons to actually wanna build in India?

    Clipped from X (formerly Twitter)

    "build in India
    Deedy on X: "The smartest Indians continue to come to build in the US for the simple reason that the economic incentives are far far better. Perplexity ($20B), Skild ($14B+), Baseten ($13B), Together ($8B), Glean ($8B), Modal ($5B), Rubrik ($25B), Harness ($5B), Blacksmith, Parallel,"Open ↗
  4. @jacobbarhydt · 5hStartups
    Do AI data companies selling to labs have a moatWould you invest in data companies? Is there a MOAT here or is data becoming commoditized like a lot of other categories?

    Clipped from youtube.com · 19:23–20:53

    see seed investments all the time I am sure that you have seen a 101 different RL environment ment/data companies that sell to labs and I'm sure you've also seen companies that come and say hey you know we're at hund00 million in in revenue or you know an enormous amount of revenue in a very quick amount of time most of which is typically nonrecurring but um how do you how do you assess this like do you invest in those kinds of companies I've heard a mix of different opinions from sort of my investor friends and and and and and various different people. Some people are like, "Look, I don't touch that kind of stuff. I don't believe it has long-term value." Some people are like, "Who knows what has long-term value? If anything, I think data will always be something that labs need. So, you know, this is as good of a bet as any." And then yet others caveat it by saying, "Yes, and but I don't know what value I would pay for these things because they definitely don't trade like software businesses. They're non-recurring. um the margins vary uh to say the least. H how do you how do you guys assess this? Like would you guys invest in this kind of stuff? And if so, what type of data companies would you invest in? I know a lot of you out there listening are wanting to start your own company. So, if it's finally time for you to make your dream into a reality, you can't find a better partner than our pals over at Northwest Registered Agent. Northwest Registered Agent is now offering free identity services. That means a free domain name, open- source web hosting, a businessWhat VCs Really Think About Personal AI Agents | E2347Open at 19:23 ↗