$215M AI CEO: How I’d Build a Profitable AI Startup in 30 Days (2026 Playbook) — Transcript
Full transcript
- 0:00So let's imagine you have to start a
- 0:02company again. Walk me through the first
- 0:0430 days. What will you do
- 0:06>> if I have to start a company again? I
- 0:08think the first thing is
- 0:10>> this is Young, co-founder and CEO of
- 0:12Opus Clip, an AI tool that turns long
- 0:15videos into viral short clips. In just 2
- 0:17and 1/2 years, he built it into one of
- 0:19the fastest growing AI companies in the
- 0:21world. 50 million users, $215 million
- 0:25valuation. LLMs are advancing so fast
- 0:28and large companies are releasing better
- 0:30and better products. Do you think there
- 0:32are any niches or problems that are not
- 0:34worth solving anymore?
- 0:35>> If you ask me like 3 years ago, the
- 0:37answer will be much simpler. I think
- 0:39every AI founder should be somehow aged,
- 0:42which means that you can predict what
- 0:44the financial models can release in the
- 0:47next few weeks or months.
- 0:48>> The rules have changed and most founders
- 0:50don't see it yet. Young breaks down
- 0:52where the opportunities are, what to
- 0:54avoid, and what it takes to win in 2026.
- 0:59This video is sponsored by HubSpot.
- 1:01Okay, Young, thank you so much for being
- 1:03here. You've built one of the fastest
- 1:06growing AI companies, 12 million users
- 1:09in 12 months, 215 million in valuation.
- 1:12Can you introduce yourself in 60
- 1:14seconds? What do you do?
- 1:16>> Thank you for having me, Marina. Um, I'm
- 1:17Yan, co-founder and CEO at Opus Clip. We
- 1:20built the products that turn long- form
- 1:22dense information content like articles,
- 1:25blogs, footage, papers into engaging
- 1:28content like short form videos that can
- 1:30attract your audiences worldwide. We
- 1:33have gathered actually more than 15
- 1:34million users in the past 2 and a half
- 1:36years.
- 1:36>> What? This is crazy. Wow.
- 1:39>> Super crazy.
- 1:40>> And also like your story is fascinating
- 1:42cuz you started during co and you
- 1:44started with all the different features
- 1:46and only this one stuck. Can you talk to
- 1:48me about this mindset of like trying
- 1:51things and seeing them not work and not
- 1:53giving up?
- 1:54>> Yeah. Um it's kind of frustrating for
- 1:57sure. I think in the early days like we
- 1:58are like new founders or early founders.
- 2:01Um it's actually the passion that drove
- 2:04us to continuously try different things.
- 2:06uh but like probably after half a year
- 2:08or even one year of trying like let's
- 2:10say three to four different things if
- 2:12you don't still get any early signals of
- 2:15the product market fit you will be
- 2:17easily fatigued. Um so I think that's
- 2:19the challenge and we're kind of lucky
- 2:21that we first built a live streaming
- 2:24tool. um nobody likes it but there's
- 2:26only one feature that is like um the
- 2:29clipping feature in the live stream tool
- 2:32uh that had somehow early signal of the
- 2:35product market fit and also thanks to
- 2:38that time which you know actually in the
- 2:40same week was launched by open AAI um so
- 2:43we quickly married that to this you know
- 2:46standalone feature and pivoted to a new
- 2:49product which is the open opus plate
- 2:51right now
- 2:51>> what should people pay attention to when
- 2:54they decide to double down on one
- 2:56particular feature.
- 2:57>> Good question. So, we were not tracking
- 3:00any classic OG um a RR kind of metric.
- 3:06We didn't build a product for OpenClip
- 3:08in the in the first day. We actually
- 3:10engineered the result, the final
- 3:13outcome, the final videos and just
- 3:15emailed them to all of the potential
- 3:17customers. Oh, so you're like manually
- 3:19creat
- 3:21[laughter]
- 3:24we we man we we work we work with the AI
- 3:27to edit all these videos and write and
- 3:29send out to all the um potential
- 3:30customers and I think we got like more
- 3:32than 60% of positive feedback.
- 3:35>> I love this clip. I want to use it like
- 3:37I just want to tweak one thing and you
- 3:39know I can publish it right away. So
- 3:41those are the very early feedback and
- 3:43the then like after a few more weeks we
- 3:45built the product into a discord bot
- 3:48still no interface right so we save a
- 3:50lot of time building the you know UIUX
- 3:52and all that all that kind of stuff and
- 3:54just focus on delivering the value
- 3:56validating the outcome so we grabbed you
- 3:58know hundreds of uh thousands of uh
- 4:00creators into our discord channel and
- 4:04they are playing with the bot so what we
- 4:06were looking at or basically their
- 4:08retention right their engagement of that
- 4:10tool
- 4:10And but but beyond that we also look
- 4:12into the discussions around the content
- 4:16like we saw people hey how do you get
- 4:18that content how do you get that piece
- 4:20of um the clip. So I think in the early
- 4:24days quantitative data are important but
- 4:26qualitative um [snorts]
- 4:28data or feedback is also super
- 4:30important. When we start hearing people
- 4:32uh complaining about the queue,
- 4:35complaining about the quota of their
- 4:36daily usage, we realize this is the part
- 4:40of market fit moment.
- 4:41>> Nice. And was there a metric uh when you
- 4:44said you were tracking how often people
- 4:45were coming back to the bot in Discord?
- 4:47What's a good number? Cuz I feel like
- 4:49it's not something like Google, right?
- 4:50When you're like googling several times
- 4:52a day, but for a feature like yours,
- 4:54what's what's a good metric? Yeah, the
- 4:56general use case for content creator,
- 4:58let's say, they would normally have like
- 5:00one piece of long form content, uh, long
- 5:02form footage, and they want to use our
- 5:06tool to to generate like 5 to 10 short
- 5:09clips so that they can post to their
- 5:11channels, one clip a day. Um, so I would
- 5:14say the average uh frequency of using
- 5:17our tool is like on a weekly basis. But
- 5:19when we see people like come to use it
- 5:22every day or you know multiple times a
- 5:25week that is a very strong usage. Yeah.
- 5:27>> Beyond what we can imagine.
- 5:29>> So based on this story that we just
- 5:31talked about of you ended up finding
- 5:34this feature. What would be your advice
- 5:35to all the startup founders? What would
- 5:38you say is the key learning from that?
- 5:39>> The key learning is that you should
- 5:41build a real business with a product not
- 5:45a cool demo. Right? Because many people
- 5:48just start with building a very cool
- 5:49demo. Um they showed it off to the
- 5:51people and you know it looks like magic
- 5:54because the demo really demonstrates
- 5:56>> you polish the way it looks right works.
- 5:59Yeah.
- 5:59>> Yeah. So the demo shows a very strong
- 6:02capability but um many founders failed
- 6:05because they didn't find a product
- 6:08market fit for a real business. What
- 6:10that means is that they are not solving
- 6:13probably they're not solving a real
- 6:14painoint a real painful job to be done
- 6:17in the real world because for your
- 6:20product if they if it is a real painful
- 6:22job to be done there must be a lot of
- 6:24alternative solutions like you know
- 6:26humans do the job or they build some
- 6:29internal tools or they manually just you
- 6:32know concatenate couple of different
- 6:34snippets of the or solutions to make it
- 6:36work right they spend extra time effort
- 6:39or you know painful hours to get the job
- 6:43done.
- 6:43>> So are you really replacing those type
- 6:46of like tedious or human heavy workflows
- 6:49that is one part of you know whether it
- 6:51is a real business. The second thing
- 6:53would be how your customers uh
- 6:56understand the values you created,
- 6:58right? If you can tell your product
- 7:00value in just like 10 words, maybe or
- 7:04probably you're close to a real
- 7:06business. If your product is just cool
- 7:08and all the feedback was like this is
- 7:10amazing, this is awesome, but nobody
- 7:12want to give you uh their credit card
- 7:14information. Nobody want to ask you what
- 7:16is the you know what is your pricing
- 7:18tier. it's also not helping you um get
- 7:21to the product market fit as well.
- 7:23>> I really like the way you approached
- 7:24this. So you figured out the problem
- 7:26that people are solving manually and
- 7:28then you created a product manually
- 7:30without any interface and then you saw
- 7:33early users feedback. I really like that
- 7:34approach. If people want to use that
- 7:36approach, what would you say comes
- 7:38first? Passion about particular problem
- 7:41are the or the problem itself?
- 7:42>> Yeah, I would say both of them are super
- 7:45critical. Um but my first principle for
- 7:49passion is actually not necessarily the
- 7:51passion for solving the problem. I think
- 7:53passion is something more emotional. Um
- 7:57I think all the entrepreneurs, all the
- 7:58founders need to have the passion to be
- 8:01a problem solver. You need to have the
- 8:04passion to be a builder, to build
- 8:06something that people want, to build
- 8:08something that you know ideally change
- 8:10the world. I think that's the passion
- 8:12founders need, right? You don't have to
- 8:14have a passion for like video clipping.
- 8:16You don't have to have a passion for
- 8:19like, you know, running a restaurant. I
- 8:21think all you need to have for a passion
- 8:24is to be a problem solver, be a builder,
- 8:28be a game changer. And rationally
- 8:30speaking, the real painful job to be
- 8:33done is something that is inevitable in
- 8:36your journey. Um you have to be very
- 8:38rational to figure out this is a real
- 8:41problems to be solved by my passion
- 8:43right um so the deep understanding about
- 8:46the industry about the workflow about
- 8:49the customer profiles about the use
- 8:50cases those are all rational um so I
- 8:54think an emotional passion for like a
- 8:56bigger picture um just just to be a
- 8:59builder plus um the rational conviction
- 9:03for solving a concrete problems that you
- 9:07know very well. Those are the
- 9:09necessities for becoming a founder.
- 9:11>> My guest Young built a tool that
- 9:14creators love. And if you're interested
- 9:16in turning content into a career in 2026
- 9:20or taking your creator career to the
- 9:22next level, take a look at this new
- 9:24ultimate content creator toolkit from
- 9:26HubSpot in partnership with Tik Tok.
- 9:28It's packed with resources that help you
- 9:30cut through the noise, what tools you
- 9:32actually need, AI prompts that save
- 9:35hours, and most importantly, how to
- 9:37connect your content to real revenue,
- 9:39not just views. My favorite section is
- 9:41the Tik Tok breakout, and I love how
- 9:43actionable it is. Tik Tok Ads Manager
- 9:46doesn't just help you launch ads, it
- 9:48shows you what's already working. I wish
- 9:50I had this tool 10 years ago. You can
- 9:52peek at top performing ads, see which
- 9:55products are blowing up, track trending
- 9:56sounds and hashtags, and even use Tik
- 9:58Tok's own AI tools to make your videos
- 10:01stand out. And it's not just about
- 10:03views. It's about turning attention into
- 10:05signups, customers, and recurring
- 10:08income. Tik Tok users are actually way
- 10:10more likely to sign up, buy, or take
- 10:12action compared to other platforms. And
- 10:14with a HubSpot integration, you can
- 10:15literally see which videos are
- 10:17converting into leads and clients inside
- 10:19your CRM. This toolkit was created by
- 10:21HubSpot in partnership with Tik Tok and
- 10:23I'm partnering with them in this video
- 10:25to share it with you. So, you're
- 10:27learning directly from the people who
- 10:28see the data every day. Download the
- 10:30toolkit for free in the description
- 10:32below. Honestly, if you're serious about
- 10:34growing as a creator, this is where you
- 10:36start. Let's talk about your new agent
- 10:38opus cuz I was I heard this presentation
- 10:42where you compared uh where you tool
- 10:44your tool is doing now to human editors.
- 10:47And yes, human editors are slightly
- 10:49better, but when it comes to someone
- 10:51who's just starting out multiple
- 10:53channels, agent opus becomes invaluable
- 10:55because it just takes all the content,
- 10:57creates, I guess, all those channels.
- 10:59Can you explain how it works?
- 11:00>> We currently have two products, right?
- 11:02The Opus script product is like a very
- 11:04refined workflow um or agentic workflow
- 11:08that follows um a rigid um plan and then
- 11:12execute it. The agent opus on the other
- 11:15side is more um is more agentic. Um
- 11:19there is no preset workflow. Um and the
- 11:21interaction for users is that you can
- 11:23just drop your um drop your idea, your
- 11:27story or some links or some you know
- 11:30assets and instruct the agent to do
- 11:34whatever you want them to create.
- 11:36>> So the agent is more is playing the role
- 11:39like a director, right? It's not a video
- 11:42editor. It's not a video creator. It's
- 11:43not a video generator. It's not a
- 11:45designer. It is a director. And think
- 11:48about you know what how director works
- 11:50in those uh movie studio. They are like
- 11:54a true leader um managing and
- 11:57collaborating with multiple different
- 11:59functions like there are designers,
- 12:01producers, um artist um researchers and
- 12:06script writers, scene writers, right?
- 12:08there are so many sub agents in agent
- 12:11opus all reporting to the central
- 12:15director agent um so I think that's the
- 12:18magic part of it um because when well
- 12:22everyone says I'm using AI I'm building
- 12:24AI but I think building a team of AI is
- 12:29another level of challenge but it also
- 12:32unlocks another level of superpower so
- 12:36when when we saw that um agent the agent
- 12:39office was the central director agent um
- 12:42you know designing a plan and also
- 12:44orchestrate among the other 8 to nine
- 12:48agent.
- 12:49It is a truly end-to-end autonomous
- 12:52experience
- 12:54where the input is just some article or
- 12:56pieces of news while the output consists
- 12:59like you know well-written script
- 13:03polished voiceovers
- 13:06um photorealistic avatars
- 13:08real world assets sourced from the
- 13:11entire internet and also YouTube plus AI
- 13:15generated scenes animations infographics
- 13:19along the video. So, it's a true multi-
- 13:23aent, multimodal agent workflow.
- 13:26>> And so, or I can drop my LinkedIn post,
- 13:28right, which is a written post, and
- 13:30you'll be able to create
- 13:31>> a video out of it.
- 13:33>> Yeah, exactly.
- 13:34>> So, can you show the new AI feature? Cuz
- 13:38th this is something that we're doing a
- 13:40lot. We're trying to repurpose whatever
- 13:42is going viral on LinkedIn. This is so
- 13:44funny. I posted myself sitting in the
- 13:46garage on a call because my kids were
- 13:48going crazy upstairs and I just couldn't
- 13:50take the call upstairs and I'm like in
- 13:52this messy garage I'm freezing. Um and
- 13:55it got 120,000 impressions
- 13:58>> and ideally I want it to become you know
- 14:00something else I can post. So for sure
- 14:03>> so I copy link right?
- 14:04>> Yeah you copy and paste. You can just
- 14:06say like create a video of this LinkedIn
- 14:11post
- 14:13and
- 14:13>> should I add more prompts like uh make
- 14:16it a viral re or
- 14:18>> Yeah.
- 14:18>> or it should or it's like pre-prompted
- 14:20or something.
- 14:21>> Yeah, it's pre-prompted but you can
- 14:22always always add
- 14:24>> um or you can you add some thought on
- 14:26it. Um up to you. So and for voice you
- 14:30want to also create your own voice but
- 14:32let's just like use our default all
- 14:35voice
- 14:36>> um everything
- 14:37>> what is the hook
- 14:38>> hook is that you we have different um
- 14:41hook templates like the fast cuts
- 14:45article highlight right now it's kind of
- 14:48slow uh so probably takes about like 30
- 14:50to 60 minutes
- 14:52>> oh 30 to 60 minutes
- 14:53>> yeah we're optimizing this the speed
- 14:55hopefully we can get to like 20 minutes
- 14:57uh in two months I'm going to show you
- 14:59the result. [laughter]
- 15:00>> Work and home lives blend together now
- 15:02more than ever. A constant zigzag
- 15:05between professional calls and family
- 15:07chaos.
- 15:08>> Okay. So with all of this, what will
- 15:10happen to creators in 3 years? So like
- 15:11in general creator economy, how do you
- 15:13see it evolving with all the agentic
- 15:15tools?
- 15:15>> I think the entry barrier to create
- 15:17something is going to dissolve so that
- 15:21everyone has the superpower to become a
- 15:25creator. Um that's a brutal fact.
- 15:28um and it makes the competition much
- 15:31more challenging to be honest. But the
- 15:33good thing is that um everyone now don't
- 15:36have to think about you know what tool
- 15:37do I need to use or what techniques what
- 15:40expertise do I need to learn but now you
- 15:42can focus on figuring out what is your
- 15:45uniqueness how should you stand out
- 15:48right what is your unique narrative your
- 15:50of your story what is your unique
- 15:52messaging what is your unique tone um
- 15:55what sets you apart um so just focus on
- 15:58yourself focus on your own storytelling
- 16:01and in you know point of two years, no
- 16:03more than 3 years, AI can just deliver
- 16:05the job for you. They're doing actually
- 16:07the dirty work for you, but you're going
- 16:09to be the real creative one.
- 16:11>> But it's crazy. The competition is going
- 16:12to be insane.
- 16:14>> It is.
- 16:14>> Do you think there's less and less time
- 16:16to build a personal brand? Because what
- 16:18happens if in 3 years everyone has
- 16:20access to tools, everyone tells a story,
- 16:22and then we don't have enough eyes to
- 16:24consume all that content. Do you ever
- 16:26worry about it?
- 16:26>> I don't worry that too much. Um because
- 16:28think about like 10 years ago, 5 years
- 16:30ago when you want to build a personal
- 16:32brand, um I think most of the time
- 16:34you're you're wasting is to um you know
- 16:37edit the video scene by scene, right? Is
- 16:39to design design your colors, design um
- 16:43everything like page by page. I think
- 16:45that's how you wasted the time. So the
- 16:48analogy is that is that if you have to
- 16:50spend five months um building your
- 16:53personal personal branding from zero to
- 16:55one but nowadays it's like you just need
- 16:57a couple weeks
- 16:59>> my like thing because I started 10 years
- 17:01ago and I remember editing all the
- 17:03videos.
- 17:04>> Something that set me apart was the
- 17:06willingness to do that. So my content
- 17:08was super mediocre but because I took
- 17:10the chance of like you know spending six
- 17:12hours to edit a video I got my
- 17:14followers. It's impossible today. like
- 17:16if my content is mediocre, it's not
- 17:17going to be noticed. That's the thing,
- 17:19right? So, your story either has to be
- 17:22extraordinary or or that's it. Do you
- 17:25think we still have this opportunity to
- 17:28showcase our personal brands or because
- 17:30there's so many, we're getting
- 17:31saturated?
- 17:32>> The good storyteller um or the the real
- 17:36unique people can still um have the
- 17:39advantage. U think about um you know,
- 17:41carriage versus cars, right? 100 years
- 17:43ago very few people have cars. Uh so it
- 17:47become a privilege to be you know one of
- 17:48the fastest people in the world.
- 17:50Nowadays everyone are able to to drive a
- 17:53car. Almost everyone are able to drive a
- 17:55car. Um but there are still formula 1
- 17:57drivers. There are still you know WDC
- 17:59drivers who are you know way faster than
- 18:02the ordinary people. So I think this
- 18:04probably you know 10 years ago you
- 18:07showed your willingness to become to
- 18:09build your personal branding by uh
- 18:11spending extra time um writing content
- 18:14um polishing your website editing the
- 18:17videos. But I think in the future you
- 18:21people who want to stand out should
- 18:23still probably spend the same amount of
- 18:25time on something else. not using the
- 18:29tools, not you know building by yourself
- 18:32but the time should be spent on thinking
- 18:35it through how you should stand out. So
- 18:39I think time spent probably the same but
- 18:41the actual word are completely different
- 18:43which is more human actually.
- 18:45>> Yeah. Yeah. I like that refle I like the
- 18:47car analogy actually. Thank you.
- 18:49>> So let's imagine uh you have to start a
- 18:53company again. Now walk me through the
- 18:55first 30 days. what will you do
- 18:58>> if I have to start a company again? The
- 19:01first thing is always to figure out what
- 19:03is what is a real painful job to be
- 19:05done. Um I want to so I I'm the
- 19:08prototype of founder who don't start
- 19:11everything from technology but from um
- 19:14users from the market. Um I have to
- 19:17segment my market um to a very clear
- 19:21very vertical niche that I can clearly
- 19:25understand their existing workflow,
- 19:27their existing pain point um their
- 19:30existing alternative solutions and then
- 19:33so I think probably I I would have to
- 19:35spend you know the first couple weeks um
- 19:37two or three weeks understanding the
- 19:40real use case um the very specific ICP.
- 19:44Um and the second thing is to just
- 19:46engineer a you know prototype or pro
- 19:49proof of concept. I can do that very
- 19:51easily with all the web coding tools
- 19:52right now. Right.
- 19:53>> What's your favorite?
- 19:54>> Uh well I'm a heavy um cursor user. Um
- 19:59but I I tried many other different tools
- 20:01but cursor is my goto goto tool. Yeah
- 20:04>> cuz I came from engineering background
- 20:05so it's um yeah more familiar with the
- 20:07IDE. The step two is actually just um
- 20:11couple days should be good enough u to
- 20:13have a proof of concept. Uh and then I
- 20:16go back to share that with the early
- 20:17users um the ICPS to get you know their
- 20:20feedback. Uh the feedback should not
- 20:23only about do you like the product but
- 20:25also like what kind of problems are am I
- 20:28solving for you and what is the value
- 20:30you perceive which means how much money
- 20:33you are willing to pay for it. Um right
- 20:36so that that process probably is the
- 20:38majority of the early 30 days but I
- 20:40think on the other side I'm also I also
- 20:44need to think it through about what kind
- 20:46of propri proprietary data can I possess
- 20:49along the way and will that data set
- 20:51grow as the product grow as the user
- 20:54grow right um we don't have to build
- 20:58toward a moat um or a very clear plan of
- 21:02differentability but I think We need to
- 21:05have that idea
- 21:07at least well thought in the first early
- 21:09days. Um because you have you can't
- 21:13avoid it right when you really launch
- 21:14the product. So it's better to have
- 21:17something in mind have some idea in mind
- 21:19>> like what makes you stand out market and
- 21:21what makes people come back.
- 21:23>> Yeah. And if you ask this question,
- 21:24especially nowadays, especially we are
- 21:27entering 2026,
- 21:28>> we're switching between apps like crazy.
- 21:30Like there's new shiny app, you install
- 21:32it, you're like, "Oh, I love it now."
- 21:33But the next day something else comes
- 21:34out and it's so easy unless you have
- 21:37history within certain app. Right.
- 21:39>> Exactly. So the last thing I think we
- 21:41should consider is the distribution
- 21:42channel. Um I think the competition is
- 21:46totally different. Yeah. Two years ago.
- 21:48two years ago you can easily say you are
- 21:50the chachibility of ABC right it's so
- 21:53easy to go viral right at that time
- 21:55nowadays like everyone knows AI everyone
- 21:57has used AI um so figure out a
- 22:00distribution channel will help you
- 22:02better refine your user experience your
- 22:04on boarding and also um your target IP
- 22:08as well
- 22:08>> so [snorts] basically you start with
- 22:10expertise it looks like you need to
- 22:12understand at least one niche to be able
- 22:14to build something not like oh this
- 22:16market looks good I'm going to try and
- 22:18build something for it. No, you need to
- 22:19be deep in that market and understand
- 22:20the problem.
- 22:21>> Exactly. Because you asked me a
- 22:23question. Uh the assumption is today,
- 22:25right? AI has been there for like more
- 22:27than 3 years. The LM has been there for
- 22:28more than 3 years, right? It's because
- 22:30if you ask me like 3 years ago, the
- 22:32answer was will be much simpler. But
- 22:35nowadays,
- 22:36>> just build with AI. [laughter]
- 22:38But now when you know LLM are advancing
- 22:41so fast and large companies are
- 22:43releasing better and better products. Do
- 22:45you think there are any niches or
- 22:47problems that are not worth solving
- 22:49anymore just because big companies can
- 22:51take over in like a week?
- 22:53>> I think two major types of problems that
- 22:55a founder should avoid. Um the first one
- 22:58is that you are just building a feature
- 23:01for an existing type of ICP ideal
- 23:04customer profile within an existing
- 23:08workflow built by the incumbent. So
- 23:11basically what that means that is that
- 23:13um the incumbents can easily build a
- 23:16feature that you know bundles everything
- 23:19right and probably you won't have your
- 23:22own distribution channel for example I
- 23:24think like if you want to build a
- 23:26noteaker think it through right probably
- 23:28find another direction because it's
- 23:30super easy for zoom or you know Google
- 23:32meet to have that feature in their
- 23:34existing workflow because you're
- 23:35targeting basically the same ICP same
- 23:38market same almost you know same or
- 23:40adjacent use cases attached to a big
- 23:44workflow, a big platform. I think every
- 23:46AI founder should be somehow AGIP, which
- 23:50means that you can predict or you should
- 23:53be confident to make some predictions
- 23:56about what the financial models can
- 23:59release in the next few weeks or months,
- 24:02right? if they are already doing you
- 24:04know some job 80% very well 90% very
- 24:08well I think it's you know in their
- 24:10second in their next few release they
- 24:11can probably do that job like 99% well
- 24:14or even 100% right so um run that test
- 24:19in your internal strategic discussions
- 24:22if you're just becoming a rapper with
- 24:24some prompts then probably you don't
- 24:27have to write any prompts in the second
- 24:29release in the next release of um Gemini
- 24:31or CH GPT you need to focus on solving
- 24:35like a vertical business problem um by
- 24:38like integrating
- 24:40the workflow end to end right you need
- 24:42to own the workflow end to end so that
- 24:45you know AI is part of the workflow but
- 24:48it's not all right instead like if you
- 24:51build a rapper with some prompt
- 24:52engineering AI is almost the endto-end
- 24:54workflow itself
- 24:55>> can you also walk me through um the
- 24:57process of coming up with pricing for an
- 24:59AI tool how do you decide on cuz I know
- 25:02you have lower tier but then you also
- 25:04have like a 20k check for um bigger
- 25:07companies. How do you come up with the
- 25:08price?
- 25:09>> Pricing is a is a real science.
- 25:12[laughter] So couple of factors we uh
- 25:14considered in the first place. For
- 25:16example, first what is your value
- 25:18creation? How to measure your value
- 25:21creation? Right? Um before using your
- 25:24product, what would your users do to
- 25:26achieve the goal uh to get the job to be
- 25:29done? uh they probably you know spend
- 25:31their own time which there is a price
- 25:34for their own time right they probably
- 25:35outsource it to some vendors or um yeah
- 25:39they pay humans to get the job done or
- 25:41they may like use some like OG tools uh
- 25:45by some professional guys like in our
- 25:48use case professional editors to to get
- 25:50the job done. So in our industry like
- 25:54editing a clip, editing a like a
- 25:56[snorts] viral ready high quality clip,
- 25:59one minute clip often takes about 1 hour
- 26:02or at least 30 minutes and the price the
- 26:06market price is about 25 to $50.
- 26:10>> So that's the value creation we're
- 26:12benchmarking against. The second thing
- 26:14is about your unit economy. um because
- 26:17you have inference cost um and that can
- 26:20even that can go down in the future but
- 26:23um it's still very pricey in the early
- 26:25days and also for videos another
- 26:29elephant in the room for the cost is the
- 26:32storage. The storage can be just 5% in
- 26:36the early days but it can become like
- 26:3850% of your total cogs after 3 or 5
- 26:42years.
- 26:42>> Yeah. So the unit economy you want to
- 26:44make sure it's healthy, it's um
- 26:47sustainable. The third one I was I would
- 26:49say just do as many experiments as
- 26:51possible. We actually send out like
- 26:53thousands of surveys in the first few
- 26:55months and we tweaked our pricing logic
- 26:58again and again well in the early days
- 27:00right you don't want to change
- 27:02drastically in the in the late stage but
- 27:04in the early stage um we we did a lot of
- 27:06survey customer interview to understand
- 27:08how much they are willing to pay. Um
- 27:10because even you have a clear value
- 27:13creation and a well- calculated um unit
- 27:16economy, can users still perceive that
- 27:18right? Is your metric clear enough for
- 27:21user to understand the value creation,
- 27:23you know, to buy in your value creation
- 27:26that is still relying on your market
- 27:29messaging and also your um metric setup
- 27:32like most of the products are using a
- 27:35metric of usage instead of seat. I think
- 27:38that makes sense especially for solo
- 27:40printers. Uh but the experiment really
- 27:42tell tells us what price to go because
- 27:45you don't have to uh set up a price that
- 27:47everyone are happy with. You probably
- 27:50have a assumption or hypothesis of what
- 27:53kind of customers you want to target
- 27:55too, right? All you need to do is to
- 27:56make sure those ICPS are okay, are happy
- 28:00with the price. you probably have to say
- 28:03no to like 70% of the early stage users
- 28:07but you should be to only focus on your
- 28:09ICAP in in the early days and then maybe
- 28:12you can develop other you know pressing
- 28:14or even product um capabilities for the
- 28:17rest of the users.
- 28:18>> Yeah, the the importance of saying no
- 28:20right all the time. When you said you do
- 28:22customer interviews, how many interviews
- 28:24do you need to do in order to land on
- 28:26some kind of a decision?
- 28:27>> I think the number of customer
- 28:28interviews are not the key. Uh but how
- 28:31you do it is more important. Um I think
- 28:34we did about 20 to 30 um for on average
- 28:38for one single um critical product
- 28:40decisions. But we set the distribution
- 28:44of the those 20 to 30 um customers in a
- 28:47in a very um mey way where like okay
- 28:51four marketers you know five creators
- 28:55and also they're in different
- 28:56industries. They're they come with
- 28:58different um you know purchasing empower
- 28:59come from different geographic locations
- 29:02backgrounds. You want to make sure they
- 29:05are representative enough to help you
- 29:07make a decision.
- 29:08>> You don't need a lot but you need to
- 29:10have a clear concise set of um testers.
- 29:15>> Yeah, you want to make sure you get like
- 29:16a full picture of the market.
- 29:18>> That's really helpful for the research
- 29:20and validation phase. Now once you're in
- 29:22building mode, what about the AI skills?
- 29:24What is the number one AI skill everyone
- 29:27should be working on right now?
- 29:29>> The number one AI skill is should
- 29:31actually go for first principle. It
- 29:34doesn't matter like if you're using AI
- 29:36for um you know design your poster um
- 29:40you v code your prototype. I think
- 29:43everyone should treat AI as your
- 29:45thinking partner or even thought
- 29:47partner. Which means that when you are
- 29:49having a problem of understanding your
- 29:51users, when you are having problem of
- 29:54managing your teams, when you are having
- 29:56problems of um figuring out your pricing
- 29:59or you know all the critical decisions
- 30:01in your lifetime uh when you are a
- 30:04founder, I think traditionally you will
- 30:06just go reach out to your coach or some
- 30:08more senior people uh or people with
- 30:11relevant experience, right, to ask for
- 30:13their advice. But I think in this era of
- 30:15AI, you should run through it with your
- 30:18with you know Gemini or Chad GBT. They
- 30:21are actually a very very senior very
- 30:24important thinking partner. Um just you
- 30:28know instead of like asking one line of
- 30:30questions um throw as many context as
- 30:33possible um and also you know do like
- 30:35more than 20 rounds of back and forth um
- 30:38communications.
- 30:39you will be mindblowingly enlightened
- 30:42through these conversations. So nowadays
- 30:45that's how I practice myself.
- 30:46>> Do is there a certain daily practice
- 30:49that you have? Uh I talked to Mustafa
- 30:51Sleman on this podcast. Uh he's a CEO of
- 30:54Microsoft AI and he shared that every
- 30:56single day he would talk to Copilot and
- 30:59just tell Copilot about what the day has
- 31:02been like and the decision that he's
- 31:04made and how those decisions made him
- 31:07feel. So that when in 3 months he has
- 31:10something like a similar problem, he
- 31:11still talks to the same threat and
- 31:13copilot and copilot will be like, "Oh,
- 31:15when you made that decision 3 months
- 31:16ago, you actually regret it. So this
- 31:18time let's do this." Is there something
- 31:20similar that you have?
- 31:21>> Yeah. Exactly. Exactly. Because I think
- 31:23the current uh chatbot uh memory is so
- 31:26powerful that uh so what I um like
- 31:28monthly one of my monthly ritual is that
- 31:31I ask chat to PT about um you know what
- 31:35are my major decisions in the past month
- 31:39um you know give me some comment um
- 31:41feedback on
- 31:42>> but that means you shared every single
- 31:44>> I shared everything. Yeah.
- 31:45>> How does it like every night you just
- 31:47sit and like these are the decisions I
- 31:49made or
- 31:50>> Yeah. Sometimes I you know talk to the
- 31:52AI in that way and sometimes I would
- 31:54just um
- 31:56>> um forward my decision just um like I
- 32:00captured like a screenshots of our group
- 32:02discussion. Um I dropped a link of my
- 32:06the document of of a PRD of a spec uh
- 32:09that kind of thing too. I yeah I I I
- 32:11kind of forced myself to
- 32:13>> to document.
- 32:14>> Yeah. To document it.
- 32:16>> So you said Gemini is the best for it or
- 32:18>> Yeah. I'm um I'm I'm heavily using both
- 32:20JA and ChBT. Okay. Yeah.
- 32:23>> But I think recently I realized they
- 32:26really memorized almost everything I
- 32:28talked to them. So now I can start a new
- 32:31question like what is the biggest
- 32:34mistake I made in the past 6 months? Uh
- 32:36what is one thing you you want to
- 32:39suggest to me? Uh if you could three
- 32:41months ago. I think this becomes super
- 32:43powerful right now.
- 32:44>> I love these questions. Let everyone go
- 32:48go to your favorite app and ask those
- 32:49questions. I'm going to do this right
- 32:50after the interview.
- 32:52>> It's a good like end of the year
- 32:53practice [laughter] to see what's what's
- 32:55going on. Love it. Absolutely.
- 32:57>> Do you have any top three AI business
- 32:59ideas you would start
- 33:00>> if you hadn't had Opus Club?
- 33:02>> It's hard to name like three ideas um
- 33:06because I'm not an investor. I you know
- 33:07I I don't meet as many founders as
- 33:10possible. Um but I think the general
- 33:12first principle uh for now right the
- 33:17question is to start a business like in
- 33:192026.
- 33:20>> Yeah
- 33:20>> as we discussed the market is becoming
- 33:22super competitive and there are like for
- 33:26most of the markets or industries uh
- 33:28there are like more than 20 50 AI tools
- 33:31out there already. Um so the first
- 33:33principle I would say is to find a
- 33:36really niche business. Often times many
- 33:39people don't really understand what is a
- 33:41niche. For example, is restaurant
- 33:43business a niche? No. Is Chinese
- 33:45restaurant
- 33:46a niche? No. Is um canonist Chinese
- 33:50restaurant business a niche? Still no.
- 33:54Um you have to drill down. Uh there are,
- 33:56you know, so many different types of
- 33:57canonist food. Um and even for one
- 34:00specific vertical um are you going to
- 34:03target to be like the um the Chanel of
- 34:06Canada's restaurant or the Zara of or
- 34:09Uniqlo of Canada's restaurant right so
- 34:11the different pricing will match to
- 34:13different um markets different ICPS as
- 34:16well so pick a really really really
- 34:18small niche that you cannot further
- 34:20segment it
- 34:21>> to start with um
- 34:23>> Wow that's that's a good one yeah
- 34:25>> yeah you have to ruthlessly segment your
- 34:28niche
- 34:28The second thing is ideally pick
- 34:30something that's boring because the non-
- 34:33boring the cool ones are definitely 10x
- 34:36or even a more 100x more competitive.
- 34:39You probably don't want to work in those
- 34:41areas. That's why I mentioned earlier
- 34:43that the passion for building the
- 34:45passion for problem solving is more
- 34:48important because your passion for a
- 34:50specific business is most likely not a
- 34:53viable business. Right? So you need to
- 34:56have a passion to build something for a
- 34:58boring industry but you solve a really
- 35:00big problem and furthermore ideally
- 35:04there are a lot of existing services. I
- 35:07think we are actually you know changing
- 35:09from we're redefining the term SAS and
- 35:12previously it was like software as a
- 35:14service nowadays it's becoming service
- 35:16as a software. So in that specific
- 35:19market niche, boring market niche, are
- 35:22there existing services
- 35:24um done by like agencies um by
- 35:27freelancers um or some internal tools or
- 35:30some hacky solutions, imperfect hacky
- 35:33solutions. Um that is your opportunity
- 35:36to tackle. Um so go through some boring
- 35:39test, go through some niche test and go
- 35:42through some service test. Um, so these
- 35:44are the my first principles to find a
- 35:46new business in 2026.
- 35:48>> That's great. That's great. That's
- 35:49amazing. Okay. And for young viewers who
- 35:52watching, what is one principle that you
- 35:56wish you understood when you were 20
- 35:59that would saved you years?
- 36:00>> Damn, [laughter]
- 36:01>> it's like me talking to your internal
- 36:04Gemini tragedy. [gasps]
- 36:06>> I really wish I can travel back to my
- 36:0820s. But um I think the first principle
- 36:11is to be as disciplined as possible. Um
- 36:16I've been following um Cristiano Ronaldo
- 36:19and LeBron James for two decades.
- 36:23They are at their 40s and they're still
- 36:25one of the best players in their fields.
- 36:28The reasons are they are super
- 36:30disciplined in their early 20s. Uh you
- 36:33can't change your behavior when you are
- 36:35over 30 or 40. it's it's just
- 36:38impossible. Um but if you're like in
- 36:40your early 20s or even younger, um make
- 36:44sure that you use time effectively. Make
- 36:47sure you can plan things accordingly.
- 36:50Make sure you push yourself to your
- 36:52boundary. Make sure you are okay with
- 36:56you know suffers. Um you can recover
- 36:59fast. Uh make sure you have clear
- 37:02mission and you are well aligned with
- 37:04your mission. and you work toward
- 37:05automation every day. I think you know I
- 37:08can list a few different behaviors but
- 37:10the key principle is to be super
- 37:13disciplined if you want to be a
- 37:15successful founder uh later on and also
- 37:18be disciplined to your own health right
- 37:19like how many hours you should log to
- 37:21sleep um what you should eat or not um
- 37:25what kind of exercise you should do you
- 37:27should do every day like I I saw many
- 37:30people started to develop these um
- 37:32patterns these behaviors in their 30s
- 37:35but not in their early 20s.
- 37:37>> It's hard in your 30s. I love that. And
- 37:40also that brings you to say no to
- 37:43different things and it's also a great
- 37:44skill.
- 37:45>> Yeah. Yeah.
- 37:46>> Yeah. This is something I've been
- 37:47hearing a lot when I'm talking to people
- 37:50who are building something amazing.
- 37:52>> Yeah. Discipline. I think Priscilla Chan
- 37:54just shared that she only has work and
- 37:57family. Parties don't exist in her life.
- 38:00>> Not exist anymore.
- 38:01>> Yeah. And this is what you hear a lot
- 38:03from successful people here in the US.
- 38:05They work like crazy.
- 38:07>> I'm trying to learn. Like I think I'm
- 38:09disciplined, but like that level of
- 38:11discipline. Oh my god.
- 38:12>> Yeah. Exactly. Because with a super high
- 38:14level of discipline, you can just like
- 38:17master said, right? You can segment your
- 38:19your time into, you know, buckets of
- 38:23five minutes. You can easily you can
- 38:25easily get super focused and also switch
- 38:27context to focus on something else. That
- 38:30is the ultimate result of discipline. I
- 38:34saw many people like find really hard to
- 38:36switch context to focus for a longer
- 38:38time. That is because you are lacking
- 38:41the discipline from day one.
- 38:42>> This is something I'll be teaching my
- 38:44kids. [gasps and laughter]
- 38:45>> Thank you so much. It was amazing.
- 38:47>> Thank you. Oh, thank you ever having
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