To close the inaugural Vertical AI Summit, I moderated a panel on the economics of AI growth w/ @vxanand, Co-Founder of @Clay, + @davidneckstein, CFO of @WeAreLegora Both companies went from $1M to $100M in run rate in < 2 yrs. They also agree on almost nothing, and told me so right before we walked on stage, which made it the most fun I've had moderating in a while! My main takeaways: - Control the controllables - you can't move the lab-level constraints you sit downstream of, so spend your energy on the levers you own. - Reprice around value - pricing on tokens makes you a reseller of inference that gets commoditized as models get cheaper, so charge for the value you create. - Finance is now proactive and a much more strategic function in the org. - We are in an arms race, act accordingly. If you want to read more about what we discussed, link below