00:26:33 · Sebastian Johnson, Eric Landau
[00:26:33] S0: And are you changing that now that you've got even more cash? Are you thinking, actually, we do need to be more aggressive maybe on margins or on expansion? [00:26:40] S1: Or can I? Like, we want to build a real business, and I... So we're not here just to, go after, like, the VC ladder and just try to spend and raise the most money. Ultimately, we wanna build something that's generational and that, has the durability, for a generational company, and that means that you have to think about what is going going to bring ROI when you make these make these investments. And we are going more aggressive, but in areas where we think that it will pay off in the long run. We don't wanna just spend money for the the sake of it per se. [00:27:12] S0: Yeah. Got it. Okay. If I gave you £10,000,000 today to invest in either a public or private tech company, what would it be? Probably wouldn't invest in one company. My my finance brain is like,
00:27:12 · Sebastian Johnson, Eric Landau
[00:27:12] S0: Yeah. Got it. Okay. If I gave you £10,000,000 today to invest in either a public or private tech company, what would it be? Probably wouldn't invest in one company. My my finance brain is like, [00:27:24] S1: you have to diversify. So I'll go after index or or portfolio. However, like, of the the big ones that I say, I... I'm I'm quite bullish on Anthropic, because you can see that their, strategies of really focusing maniacally on enterprise and on coding Mhmm. Has has really started to pay off, and they are now the clear winner in that category. And that's gonna be an enormous category. Yeah. It's not to say, like, consumer won't be a big one and all these other things too, but they they weren't taking on a lot of projects that they could have. And because of that, they've gotten a clear a clear edge in, like, a very large market. So of, like, the major model providers now, if I could put money in into any of them, I would put in [00:28:06] S0: That's interesting. I've heard that when I've asked people that question before, that's actually the most common answer [00:28:10] S1: Yeah. [00:28:10] S0: Especially from founders and partners of VCs. That's the one that people really feel bullish on.
00:28:10 · Sebastian Johnson, Eric Landau
[00:28:10] S0: Especially from founders and partners of VCs. That's the one that people really feel bullish on. [00:28:14] S1: Yeah. And and and probably the reason is because one of the hardest things that you can do as a founder is focus. It's like saying no because it's very easy to say yes, and founders are people that are default yes people. Because you, you you see something and you see the possibility, and they're like, yes. One after. VCs are default no people. You know? You have to... Like, because they're inundated with a lot of stuff, they have to say no to most things. Yeah. So that just has to be your kind of, you know, inherent temperament. Whereas founders, they just wanna go and do. And so saying no and, like, focusing is, like, such a counterintuitive thing to do as a founder. And to see a company do it successfully, it shows, like, such discipline, and I think that that garners a lot of respect. And that... That's why, like, a lot of founders, I think, look up to, Anthropic, at least in the current incarnation of it. [00:29:00] S0: Amazing, Moulet. Thank you so much for your time. Yeah. Congratulations. I'm looking forward to seeing you guys crush the rest of the year. [00:29:06] S1: Likewise. Yeah. Thanks, thanks for coming out and seeing our office on the first day of its opening. [00:29:10] S0: It's not bad. It's a nice space. [00:29:11] S1: Excellent. Yeah. Thanks, Seb.