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$215M AI CEO: How I’d Build a Profitable AI Startup in 30 Days (2026 Playbook) — Transcript

by Silicon Valley Girl · 6,792 words · 985 segments · language en · Watch on YouTube

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  1. 0:00So let's imagine you have to start a
  2. 0:02company again. Walk me through the first
  3. 0:0430 days. What will you do
  4. 0:06>> if I have to start a company again? I
  5. 0:08think the first thing is
  6. 0:10>> this is Young, co-founder and CEO of
  7. 0:12Opus Clip, an AI tool that turns long
  8. 0:15videos into viral short clips. In just 2
  9. 0:17and 1/2 years, he built it into one of
  10. 0:19the fastest growing AI companies in the
  11. 0:21world. 50 million users, $215 million
  12. 0:25valuation. LLMs are advancing so fast
  13. 0:28and large companies are releasing better
  14. 0:30and better products. Do you think there
  15. 0:32are any niches or problems that are not
  16. 0:34worth solving anymore?
  17. 0:35>> If you ask me like 3 years ago, the
  18. 0:37answer will be much simpler. I think
  19. 0:39every AI founder should be somehow aged,
  20. 0:42which means that you can predict what
  21. 0:44the financial models can release in the
  22. 0:47next few weeks or months.
  23. 0:48>> The rules have changed and most founders
  24. 0:50don't see it yet. Young breaks down
  25. 0:52where the opportunities are, what to
  26. 0:54avoid, and what it takes to win in 2026.
  27. 0:59This video is sponsored by HubSpot.
  28. 1:01Okay, Young, thank you so much for being
  29. 1:03here. You've built one of the fastest
  30. 1:06growing AI companies, 12 million users
  31. 1:09in 12 months, 215 million in valuation.
  32. 1:12Can you introduce yourself in 60
  33. 1:14seconds? What do you do?
  34. 1:16>> Thank you for having me, Marina. Um, I'm
  35. 1:17Yan, co-founder and CEO at Opus Clip. We
  36. 1:20built the products that turn long- form
  37. 1:22dense information content like articles,
  38. 1:25blogs, footage, papers into engaging
  39. 1:28content like short form videos that can
  40. 1:30attract your audiences worldwide. We
  41. 1:33have gathered actually more than 15
  42. 1:34million users in the past 2 and a half
  43. 1:36years.
  44. 1:36>> What? This is crazy. Wow.
  45. 1:39>> Super crazy.
  46. 1:40>> And also like your story is fascinating
  47. 1:42cuz you started during co and you
  48. 1:44started with all the different features
  49. 1:46and only this one stuck. Can you talk to
  50. 1:48me about this mindset of like trying
  51. 1:51things and seeing them not work and not
  52. 1:53giving up?
  53. 1:54>> Yeah. Um it's kind of frustrating for
  54. 1:57sure. I think in the early days like we
  55. 1:58are like new founders or early founders.
  56. 2:01Um it's actually the passion that drove
  57. 2:04us to continuously try different things.
  58. 2:06uh but like probably after half a year
  59. 2:08or even one year of trying like let's
  60. 2:10say three to four different things if
  61. 2:12you don't still get any early signals of
  62. 2:15the product market fit you will be
  63. 2:17easily fatigued. Um so I think that's
  64. 2:19the challenge and we're kind of lucky
  65. 2:21that we first built a live streaming
  66. 2:24tool. um nobody likes it but there's
  67. 2:26only one feature that is like um the
  68. 2:29clipping feature in the live stream tool
  69. 2:32uh that had somehow early signal of the
  70. 2:35product market fit and also thanks to
  71. 2:38that time which you know actually in the
  72. 2:40same week was launched by open AAI um so
  73. 2:43we quickly married that to this you know
  74. 2:46standalone feature and pivoted to a new
  75. 2:49product which is the open opus plate
  76. 2:51right now
  77. 2:51>> what should people pay attention to when
  78. 2:54they decide to double down on one
  79. 2:56particular feature.
  80. 2:57>> Good question. So, we were not tracking
  81. 3:00any classic OG um a RR kind of metric.
  82. 3:06We didn't build a product for OpenClip
  83. 3:08in the in the first day. We actually
  84. 3:10engineered the result, the final
  85. 3:13outcome, the final videos and just
  86. 3:15emailed them to all of the potential
  87. 3:17customers. Oh, so you're like manually
  88. 3:19creat
  89. 3:21[laughter]
  90. 3:24we we man we we work we work with the AI
  91. 3:27to edit all these videos and write and
  92. 3:29send out to all the um potential
  93. 3:30customers and I think we got like more
  94. 3:32than 60% of positive feedback.
  95. 3:35>> I love this clip. I want to use it like
  96. 3:37I just want to tweak one thing and you
  97. 3:39know I can publish it right away. So
  98. 3:41those are the very early feedback and
  99. 3:43the then like after a few more weeks we
  100. 3:45built the product into a discord bot
  101. 3:48still no interface right so we save a
  102. 3:50lot of time building the you know UIUX
  103. 3:52and all that all that kind of stuff and
  104. 3:54just focus on delivering the value
  105. 3:56validating the outcome so we grabbed you
  106. 3:58know hundreds of uh thousands of uh
  107. 4:00creators into our discord channel and
  108. 4:04they are playing with the bot so what we
  109. 4:06were looking at or basically their
  110. 4:08retention right their engagement of that
  111. 4:10tool
  112. 4:10And but but beyond that we also look
  113. 4:12into the discussions around the content
  114. 4:16like we saw people hey how do you get
  115. 4:18that content how do you get that piece
  116. 4:20of um the clip. So I think in the early
  117. 4:24days quantitative data are important but
  118. 4:26qualitative um [snorts]
  119. 4:28data or feedback is also super
  120. 4:30important. When we start hearing people
  121. 4:32uh complaining about the queue,
  122. 4:35complaining about the quota of their
  123. 4:36daily usage, we realize this is the part
  124. 4:40of market fit moment.
  125. 4:41>> Nice. And was there a metric uh when you
  126. 4:44said you were tracking how often people
  127. 4:45were coming back to the bot in Discord?
  128. 4:47What's a good number? Cuz I feel like
  129. 4:49it's not something like Google, right?
  130. 4:50When you're like googling several times
  131. 4:52a day, but for a feature like yours,
  132. 4:54what's what's a good metric? Yeah, the
  133. 4:56general use case for content creator,
  134. 4:58let's say, they would normally have like
  135. 5:00one piece of long form content, uh, long
  136. 5:02form footage, and they want to use our
  137. 5:06tool to to generate like 5 to 10 short
  138. 5:09clips so that they can post to their
  139. 5:11channels, one clip a day. Um, so I would
  140. 5:14say the average uh frequency of using
  141. 5:17our tool is like on a weekly basis. But
  142. 5:19when we see people like come to use it
  143. 5:22every day or you know multiple times a
  144. 5:25week that is a very strong usage. Yeah.
  145. 5:27>> Beyond what we can imagine.
  146. 5:29>> So based on this story that we just
  147. 5:31talked about of you ended up finding
  148. 5:34this feature. What would be your advice
  149. 5:35to all the startup founders? What would
  150. 5:38you say is the key learning from that?
  151. 5:39>> The key learning is that you should
  152. 5:41build a real business with a product not
  153. 5:45a cool demo. Right? Because many people
  154. 5:48just start with building a very cool
  155. 5:49demo. Um they showed it off to the
  156. 5:51people and you know it looks like magic
  157. 5:54because the demo really demonstrates
  158. 5:56>> you polish the way it looks right works.
  159. 5:59Yeah.
  160. 5:59>> Yeah. So the demo shows a very strong
  161. 6:02capability but um many founders failed
  162. 6:05because they didn't find a product
  163. 6:08market fit for a real business. What
  164. 6:10that means is that they are not solving
  165. 6:13probably they're not solving a real
  166. 6:14painoint a real painful job to be done
  167. 6:17in the real world because for your
  168. 6:20product if they if it is a real painful
  169. 6:22job to be done there must be a lot of
  170. 6:24alternative solutions like you know
  171. 6:26humans do the job or they build some
  172. 6:29internal tools or they manually just you
  173. 6:32know concatenate couple of different
  174. 6:34snippets of the or solutions to make it
  175. 6:36work right they spend extra time effort
  176. 6:39or you know painful hours to get the job
  177. 6:43done.
  178. 6:43>> So are you really replacing those type
  179. 6:46of like tedious or human heavy workflows
  180. 6:49that is one part of you know whether it
  181. 6:51is a real business. The second thing
  182. 6:53would be how your customers uh
  183. 6:56understand the values you created,
  184. 6:58right? If you can tell your product
  185. 7:00value in just like 10 words, maybe or
  186. 7:04probably you're close to a real
  187. 7:06business. If your product is just cool
  188. 7:08and all the feedback was like this is
  189. 7:10amazing, this is awesome, but nobody
  190. 7:12want to give you uh their credit card
  191. 7:14information. Nobody want to ask you what
  192. 7:16is the you know what is your pricing
  193. 7:18tier. it's also not helping you um get
  194. 7:21to the product market fit as well.
  195. 7:23>> I really like the way you approached
  196. 7:24this. So you figured out the problem
  197. 7:26that people are solving manually and
  198. 7:28then you created a product manually
  199. 7:30without any interface and then you saw
  200. 7:33early users feedback. I really like that
  201. 7:34approach. If people want to use that
  202. 7:36approach, what would you say comes
  203. 7:38first? Passion about particular problem
  204. 7:41are the or the problem itself?
  205. 7:42>> Yeah, I would say both of them are super
  206. 7:45critical. Um but my first principle for
  207. 7:49passion is actually not necessarily the
  208. 7:51passion for solving the problem. I think
  209. 7:53passion is something more emotional. Um
  210. 7:57I think all the entrepreneurs, all the
  211. 7:58founders need to have the passion to be
  212. 8:01a problem solver. You need to have the
  213. 8:04passion to be a builder, to build
  214. 8:06something that people want, to build
  215. 8:08something that you know ideally change
  216. 8:10the world. I think that's the passion
  217. 8:12founders need, right? You don't have to
  218. 8:14have a passion for like video clipping.
  219. 8:16You don't have to have a passion for
  220. 8:19like, you know, running a restaurant. I
  221. 8:21think all you need to have for a passion
  222. 8:24is to be a problem solver, be a builder,
  223. 8:28be a game changer. And rationally
  224. 8:30speaking, the real painful job to be
  225. 8:33done is something that is inevitable in
  226. 8:36your journey. Um you have to be very
  227. 8:38rational to figure out this is a real
  228. 8:41problems to be solved by my passion
  229. 8:43right um so the deep understanding about
  230. 8:46the industry about the workflow about
  231. 8:49the customer profiles about the use
  232. 8:50cases those are all rational um so I
  233. 8:54think an emotional passion for like a
  234. 8:56bigger picture um just just to be a
  235. 8:59builder plus um the rational conviction
  236. 9:03for solving a concrete problems that you
  237. 9:07know very well. Those are the
  238. 9:09necessities for becoming a founder.
  239. 9:11>> My guest Young built a tool that
  240. 9:14creators love. And if you're interested
  241. 9:16in turning content into a career in 2026
  242. 9:20or taking your creator career to the
  243. 9:22next level, take a look at this new
  244. 9:24ultimate content creator toolkit from
  245. 9:26HubSpot in partnership with Tik Tok.
  246. 9:28It's packed with resources that help you
  247. 9:30cut through the noise, what tools you
  248. 9:32actually need, AI prompts that save
  249. 9:35hours, and most importantly, how to
  250. 9:37connect your content to real revenue,
  251. 9:39not just views. My favorite section is
  252. 9:41the Tik Tok breakout, and I love how
  253. 9:43actionable it is. Tik Tok Ads Manager
  254. 9:46doesn't just help you launch ads, it
  255. 9:48shows you what's already working. I wish
  256. 9:50I had this tool 10 years ago. You can
  257. 9:52peek at top performing ads, see which
  258. 9:55products are blowing up, track trending
  259. 9:56sounds and hashtags, and even use Tik
  260. 9:58Tok's own AI tools to make your videos
  261. 10:01stand out. And it's not just about
  262. 10:03views. It's about turning attention into
  263. 10:05signups, customers, and recurring
  264. 10:08income. Tik Tok users are actually way
  265. 10:10more likely to sign up, buy, or take
  266. 10:12action compared to other platforms. And
  267. 10:14with a HubSpot integration, you can
  268. 10:15literally see which videos are
  269. 10:17converting into leads and clients inside
  270. 10:19your CRM. This toolkit was created by
  271. 10:21HubSpot in partnership with Tik Tok and
  272. 10:23I'm partnering with them in this video
  273. 10:25to share it with you. So, you're
  274. 10:27learning directly from the people who
  275. 10:28see the data every day. Download the
  276. 10:30toolkit for free in the description
  277. 10:32below. Honestly, if you're serious about
  278. 10:34growing as a creator, this is where you
  279. 10:36start. Let's talk about your new agent
  280. 10:38opus cuz I was I heard this presentation
  281. 10:42where you compared uh where you tool
  282. 10:44your tool is doing now to human editors.
  283. 10:47And yes, human editors are slightly
  284. 10:49better, but when it comes to someone
  285. 10:51who's just starting out multiple
  286. 10:53channels, agent opus becomes invaluable
  287. 10:55because it just takes all the content,
  288. 10:57creates, I guess, all those channels.
  289. 10:59Can you explain how it works?
  290. 11:00>> We currently have two products, right?
  291. 11:02The Opus script product is like a very
  292. 11:04refined workflow um or agentic workflow
  293. 11:08that follows um a rigid um plan and then
  294. 11:12execute it. The agent opus on the other
  295. 11:15side is more um is more agentic. Um
  296. 11:19there is no preset workflow. Um and the
  297. 11:21interaction for users is that you can
  298. 11:23just drop your um drop your idea, your
  299. 11:27story or some links or some you know
  300. 11:30assets and instruct the agent to do
  301. 11:34whatever you want them to create.
  302. 11:36>> So the agent is more is playing the role
  303. 11:39like a director, right? It's not a video
  304. 11:42editor. It's not a video creator. It's
  305. 11:43not a video generator. It's not a
  306. 11:45designer. It is a director. And think
  307. 11:48about you know what how director works
  308. 11:50in those uh movie studio. They are like
  309. 11:54a true leader um managing and
  310. 11:57collaborating with multiple different
  311. 11:59functions like there are designers,
  312. 12:01producers, um artist um researchers and
  313. 12:06script writers, scene writers, right?
  314. 12:08there are so many sub agents in agent
  315. 12:11opus all reporting to the central
  316. 12:15director agent um so I think that's the
  317. 12:18magic part of it um because when well
  318. 12:22everyone says I'm using AI I'm building
  319. 12:24AI but I think building a team of AI is
  320. 12:29another level of challenge but it also
  321. 12:32unlocks another level of superpower so
  322. 12:36when when we saw that um agent the agent
  323. 12:39office was the central director agent um
  324. 12:42you know designing a plan and also
  325. 12:44orchestrate among the other 8 to nine
  326. 12:48agent.
  327. 12:49It is a truly end-to-end autonomous
  328. 12:52experience
  329. 12:54where the input is just some article or
  330. 12:56pieces of news while the output consists
  331. 12:59like you know well-written script
  332. 13:03polished voiceovers
  333. 13:06um photorealistic avatars
  334. 13:08real world assets sourced from the
  335. 13:11entire internet and also YouTube plus AI
  336. 13:15generated scenes animations infographics
  337. 13:19along the video. So, it's a true multi-
  338. 13:23aent, multimodal agent workflow.
  339. 13:26>> And so, or I can drop my LinkedIn post,
  340. 13:28right, which is a written post, and
  341. 13:30you'll be able to create
  342. 13:31>> a video out of it.
  343. 13:33>> Yeah, exactly.
  344. 13:34>> So, can you show the new AI feature? Cuz
  345. 13:38th this is something that we're doing a
  346. 13:40lot. We're trying to repurpose whatever
  347. 13:42is going viral on LinkedIn. This is so
  348. 13:44funny. I posted myself sitting in the
  349. 13:46garage on a call because my kids were
  350. 13:48going crazy upstairs and I just couldn't
  351. 13:50take the call upstairs and I'm like in
  352. 13:52this messy garage I'm freezing. Um and
  353. 13:55it got 120,000 impressions
  354. 13:58>> and ideally I want it to become you know
  355. 14:00something else I can post. So for sure
  356. 14:03>> so I copy link right?
  357. 14:04>> Yeah you copy and paste. You can just
  358. 14:06say like create a video of this LinkedIn
  359. 14:11post
  360. 14:13and
  361. 14:13>> should I add more prompts like uh make
  362. 14:16it a viral re or
  363. 14:18>> Yeah.
  364. 14:18>> or it should or it's like pre-prompted
  365. 14:20or something.
  366. 14:21>> Yeah, it's pre-prompted but you can
  367. 14:22always always add
  368. 14:24>> um or you can you add some thought on
  369. 14:26it. Um up to you. So and for voice you
  370. 14:30want to also create your own voice but
  371. 14:32let's just like use our default all
  372. 14:35voice
  373. 14:36>> um everything
  374. 14:37>> what is the hook
  375. 14:38>> hook is that you we have different um
  376. 14:41hook templates like the fast cuts
  377. 14:45article highlight right now it's kind of
  378. 14:48slow uh so probably takes about like 30
  379. 14:50to 60 minutes
  380. 14:52>> oh 30 to 60 minutes
  381. 14:53>> yeah we're optimizing this the speed
  382. 14:55hopefully we can get to like 20 minutes
  383. 14:57uh in two months I'm going to show you
  384. 14:59the result. [laughter]
  385. 15:00>> Work and home lives blend together now
  386. 15:02more than ever. A constant zigzag
  387. 15:05between professional calls and family
  388. 15:07chaos.
  389. 15:08>> Okay. So with all of this, what will
  390. 15:10happen to creators in 3 years? So like
  391. 15:11in general creator economy, how do you
  392. 15:13see it evolving with all the agentic
  393. 15:15tools?
  394. 15:15>> I think the entry barrier to create
  395. 15:17something is going to dissolve so that
  396. 15:21everyone has the superpower to become a
  397. 15:25creator. Um that's a brutal fact.
  398. 15:28um and it makes the competition much
  399. 15:31more challenging to be honest. But the
  400. 15:33good thing is that um everyone now don't
  401. 15:36have to think about you know what tool
  402. 15:37do I need to use or what techniques what
  403. 15:40expertise do I need to learn but now you
  404. 15:42can focus on figuring out what is your
  405. 15:45uniqueness how should you stand out
  406. 15:48right what is your unique narrative your
  407. 15:50of your story what is your unique
  408. 15:52messaging what is your unique tone um
  409. 15:55what sets you apart um so just focus on
  410. 15:58yourself focus on your own storytelling
  411. 16:01and in you know point of two years, no
  412. 16:03more than 3 years, AI can just deliver
  413. 16:05the job for you. They're doing actually
  414. 16:07the dirty work for you, but you're going
  415. 16:09to be the real creative one.
  416. 16:11>> But it's crazy. The competition is going
  417. 16:12to be insane.
  418. 16:14>> It is.
  419. 16:14>> Do you think there's less and less time
  420. 16:16to build a personal brand? Because what
  421. 16:18happens if in 3 years everyone has
  422. 16:20access to tools, everyone tells a story,
  423. 16:22and then we don't have enough eyes to
  424. 16:24consume all that content. Do you ever
  425. 16:26worry about it?
  426. 16:26>> I don't worry that too much. Um because
  427. 16:28think about like 10 years ago, 5 years
  428. 16:30ago when you want to build a personal
  429. 16:32brand, um I think most of the time
  430. 16:34you're you're wasting is to um you know
  431. 16:37edit the video scene by scene, right? Is
  432. 16:39to design design your colors, design um
  433. 16:43everything like page by page. I think
  434. 16:45that's how you wasted the time. So the
  435. 16:48analogy is that is that if you have to
  436. 16:50spend five months um building your
  437. 16:53personal personal branding from zero to
  438. 16:55one but nowadays it's like you just need
  439. 16:57a couple weeks
  440. 16:59>> my like thing because I started 10 years
  441. 17:01ago and I remember editing all the
  442. 17:03videos.
  443. 17:04>> Something that set me apart was the
  444. 17:06willingness to do that. So my content
  445. 17:08was super mediocre but because I took
  446. 17:10the chance of like you know spending six
  447. 17:12hours to edit a video I got my
  448. 17:14followers. It's impossible today. like
  449. 17:16if my content is mediocre, it's not
  450. 17:17going to be noticed. That's the thing,
  451. 17:19right? So, your story either has to be
  452. 17:22extraordinary or or that's it. Do you
  453. 17:25think we still have this opportunity to
  454. 17:28showcase our personal brands or because
  455. 17:30there's so many, we're getting
  456. 17:31saturated?
  457. 17:32>> The good storyteller um or the the real
  458. 17:36unique people can still um have the
  459. 17:39advantage. U think about um you know,
  460. 17:41carriage versus cars, right? 100 years
  461. 17:43ago very few people have cars. Uh so it
  462. 17:47become a privilege to be you know one of
  463. 17:48the fastest people in the world.
  464. 17:50Nowadays everyone are able to to drive a
  465. 17:53car. Almost everyone are able to drive a
  466. 17:55car. Um but there are still formula 1
  467. 17:57drivers. There are still you know WDC
  468. 17:59drivers who are you know way faster than
  469. 18:02the ordinary people. So I think this
  470. 18:04probably you know 10 years ago you
  471. 18:07showed your willingness to become to
  472. 18:09build your personal branding by uh
  473. 18:11spending extra time um writing content
  474. 18:14um polishing your website editing the
  475. 18:17videos. But I think in the future you
  476. 18:21people who want to stand out should
  477. 18:23still probably spend the same amount of
  478. 18:25time on something else. not using the
  479. 18:29tools, not you know building by yourself
  480. 18:32but the time should be spent on thinking
  481. 18:35it through how you should stand out. So
  482. 18:39I think time spent probably the same but
  483. 18:41the actual word are completely different
  484. 18:43which is more human actually.
  485. 18:45>> Yeah. Yeah. I like that refle I like the
  486. 18:47car analogy actually. Thank you.
  487. 18:49>> So let's imagine uh you have to start a
  488. 18:53company again. Now walk me through the
  489. 18:55first 30 days. what will you do
  490. 18:58>> if I have to start a company again? The
  491. 19:01first thing is always to figure out what
  492. 19:03is what is a real painful job to be
  493. 19:05done. Um I want to so I I'm the
  494. 19:08prototype of founder who don't start
  495. 19:11everything from technology but from um
  496. 19:14users from the market. Um I have to
  497. 19:17segment my market um to a very clear
  498. 19:21very vertical niche that I can clearly
  499. 19:25understand their existing workflow,
  500. 19:27their existing pain point um their
  501. 19:30existing alternative solutions and then
  502. 19:33so I think probably I I would have to
  503. 19:35spend you know the first couple weeks um
  504. 19:37two or three weeks understanding the
  505. 19:40real use case um the very specific ICP.
  506. 19:44Um and the second thing is to just
  507. 19:46engineer a you know prototype or pro
  508. 19:49proof of concept. I can do that very
  509. 19:51easily with all the web coding tools
  510. 19:52right now. Right.
  511. 19:53>> What's your favorite?
  512. 19:54>> Uh well I'm a heavy um cursor user. Um
  513. 19:59but I I tried many other different tools
  514. 20:01but cursor is my goto goto tool. Yeah
  515. 20:04>> cuz I came from engineering background
  516. 20:05so it's um yeah more familiar with the
  517. 20:07IDE. The step two is actually just um
  518. 20:11couple days should be good enough u to
  519. 20:13have a proof of concept. Uh and then I
  520. 20:16go back to share that with the early
  521. 20:17users um the ICPS to get you know their
  522. 20:20feedback. Uh the feedback should not
  523. 20:23only about do you like the product but
  524. 20:25also like what kind of problems are am I
  525. 20:28solving for you and what is the value
  526. 20:30you perceive which means how much money
  527. 20:33you are willing to pay for it. Um right
  528. 20:36so that that process probably is the
  529. 20:38majority of the early 30 days but I
  530. 20:40think on the other side I'm also I also
  531. 20:44need to think it through about what kind
  532. 20:46of propri proprietary data can I possess
  533. 20:49along the way and will that data set
  534. 20:51grow as the product grow as the user
  535. 20:54grow right um we don't have to build
  536. 20:58toward a moat um or a very clear plan of
  537. 21:02differentability but I think We need to
  538. 21:05have that idea
  539. 21:07at least well thought in the first early
  540. 21:09days. Um because you have you can't
  541. 21:13avoid it right when you really launch
  542. 21:14the product. So it's better to have
  543. 21:17something in mind have some idea in mind
  544. 21:19>> like what makes you stand out market and
  545. 21:21what makes people come back.
  546. 21:23>> Yeah. And if you ask this question,
  547. 21:24especially nowadays, especially we are
  548. 21:27entering 2026,
  549. 21:28>> we're switching between apps like crazy.
  550. 21:30Like there's new shiny app, you install
  551. 21:32it, you're like, "Oh, I love it now."
  552. 21:33But the next day something else comes
  553. 21:34out and it's so easy unless you have
  554. 21:37history within certain app. Right.
  555. 21:39>> Exactly. So the last thing I think we
  556. 21:41should consider is the distribution
  557. 21:42channel. Um I think the competition is
  558. 21:46totally different. Yeah. Two years ago.
  559. 21:48two years ago you can easily say you are
  560. 21:50the chachibility of ABC right it's so
  561. 21:53easy to go viral right at that time
  562. 21:55nowadays like everyone knows AI everyone
  563. 21:57has used AI um so figure out a
  564. 22:00distribution channel will help you
  565. 22:02better refine your user experience your
  566. 22:04on boarding and also um your target IP
  567. 22:08as well
  568. 22:08>> so [snorts] basically you start with
  569. 22:10expertise it looks like you need to
  570. 22:12understand at least one niche to be able
  571. 22:14to build something not like oh this
  572. 22:16market looks good I'm going to try and
  573. 22:18build something for it. No, you need to
  574. 22:19be deep in that market and understand
  575. 22:20the problem.
  576. 22:21>> Exactly. Because you asked me a
  577. 22:23question. Uh the assumption is today,
  578. 22:25right? AI has been there for like more
  579. 22:27than 3 years. The LM has been there for
  580. 22:28more than 3 years, right? It's because
  581. 22:30if you ask me like 3 years ago, the
  582. 22:32answer was will be much simpler. But
  583. 22:35nowadays,
  584. 22:36>> just build with AI. [laughter]
  585. 22:38But now when you know LLM are advancing
  586. 22:41so fast and large companies are
  587. 22:43releasing better and better products. Do
  588. 22:45you think there are any niches or
  589. 22:47problems that are not worth solving
  590. 22:49anymore just because big companies can
  591. 22:51take over in like a week?
  592. 22:53>> I think two major types of problems that
  593. 22:55a founder should avoid. Um the first one
  594. 22:58is that you are just building a feature
  595. 23:01for an existing type of ICP ideal
  596. 23:04customer profile within an existing
  597. 23:08workflow built by the incumbent. So
  598. 23:11basically what that means that is that
  599. 23:13um the incumbents can easily build a
  600. 23:16feature that you know bundles everything
  601. 23:19right and probably you won't have your
  602. 23:22own distribution channel for example I
  603. 23:24think like if you want to build a
  604. 23:26noteaker think it through right probably
  605. 23:28find another direction because it's
  606. 23:30super easy for zoom or you know Google
  607. 23:32meet to have that feature in their
  608. 23:34existing workflow because you're
  609. 23:35targeting basically the same ICP same
  610. 23:38market same almost you know same or
  611. 23:40adjacent use cases attached to a big
  612. 23:44workflow, a big platform. I think every
  613. 23:46AI founder should be somehow AGIP, which
  614. 23:50means that you can predict or you should
  615. 23:53be confident to make some predictions
  616. 23:56about what the financial models can
  617. 23:59release in the next few weeks or months,
  618. 24:02right? if they are already doing you
  619. 24:04know some job 80% very well 90% very
  620. 24:08well I think it's you know in their
  621. 24:10second in their next few release they
  622. 24:11can probably do that job like 99% well
  623. 24:14or even 100% right so um run that test
  624. 24:19in your internal strategic discussions
  625. 24:22if you're just becoming a rapper with
  626. 24:24some prompts then probably you don't
  627. 24:27have to write any prompts in the second
  628. 24:29release in the next release of um Gemini
  629. 24:31or CH GPT you need to focus on solving
  630. 24:35like a vertical business problem um by
  631. 24:38like integrating
  632. 24:40the workflow end to end right you need
  633. 24:42to own the workflow end to end so that
  634. 24:45you know AI is part of the workflow but
  635. 24:48it's not all right instead like if you
  636. 24:51build a rapper with some prompt
  637. 24:52engineering AI is almost the endto-end
  638. 24:54workflow itself
  639. 24:55>> can you also walk me through um the
  640. 24:57process of coming up with pricing for an
  641. 24:59AI tool how do you decide on cuz I know
  642. 25:02you have lower tier but then you also
  643. 25:04have like a 20k check for um bigger
  644. 25:07companies. How do you come up with the
  645. 25:08price?
  646. 25:09>> Pricing is a is a real science.
  647. 25:12[laughter] So couple of factors we uh
  648. 25:14considered in the first place. For
  649. 25:16example, first what is your value
  650. 25:18creation? How to measure your value
  651. 25:21creation? Right? Um before using your
  652. 25:24product, what would your users do to
  653. 25:26achieve the goal uh to get the job to be
  654. 25:29done? uh they probably you know spend
  655. 25:31their own time which there is a price
  656. 25:34for their own time right they probably
  657. 25:35outsource it to some vendors or um yeah
  658. 25:39they pay humans to get the job done or
  659. 25:41they may like use some like OG tools uh
  660. 25:45by some professional guys like in our
  661. 25:48use case professional editors to to get
  662. 25:50the job done. So in our industry like
  663. 25:54editing a clip, editing a like a
  664. 25:56[snorts] viral ready high quality clip,
  665. 25:59one minute clip often takes about 1 hour
  666. 26:02or at least 30 minutes and the price the
  667. 26:06market price is about 25 to $50.
  668. 26:10>> So that's the value creation we're
  669. 26:12benchmarking against. The second thing
  670. 26:14is about your unit economy. um because
  671. 26:17you have inference cost um and that can
  672. 26:20even that can go down in the future but
  673. 26:23um it's still very pricey in the early
  674. 26:25days and also for videos another
  675. 26:29elephant in the room for the cost is the
  676. 26:32storage. The storage can be just 5% in
  677. 26:36the early days but it can become like
  678. 26:3850% of your total cogs after 3 or 5
  679. 26:42years.
  680. 26:42>> Yeah. So the unit economy you want to
  681. 26:44make sure it's healthy, it's um
  682. 26:47sustainable. The third one I was I would
  683. 26:49say just do as many experiments as
  684. 26:51possible. We actually send out like
  685. 26:53thousands of surveys in the first few
  686. 26:55months and we tweaked our pricing logic
  687. 26:58again and again well in the early days
  688. 27:00right you don't want to change
  689. 27:02drastically in the in the late stage but
  690. 27:04in the early stage um we we did a lot of
  691. 27:06survey customer interview to understand
  692. 27:08how much they are willing to pay. Um
  693. 27:10because even you have a clear value
  694. 27:13creation and a well- calculated um unit
  695. 27:16economy, can users still perceive that
  696. 27:18right? Is your metric clear enough for
  697. 27:21user to understand the value creation,
  698. 27:23you know, to buy in your value creation
  699. 27:26that is still relying on your market
  700. 27:29messaging and also your um metric setup
  701. 27:32like most of the products are using a
  702. 27:35metric of usage instead of seat. I think
  703. 27:38that makes sense especially for solo
  704. 27:40printers. Uh but the experiment really
  705. 27:42tell tells us what price to go because
  706. 27:45you don't have to uh set up a price that
  707. 27:47everyone are happy with. You probably
  708. 27:50have a assumption or hypothesis of what
  709. 27:53kind of customers you want to target
  710. 27:55too, right? All you need to do is to
  711. 27:56make sure those ICPS are okay, are happy
  712. 28:00with the price. you probably have to say
  713. 28:03no to like 70% of the early stage users
  714. 28:07but you should be to only focus on your
  715. 28:09ICAP in in the early days and then maybe
  716. 28:12you can develop other you know pressing
  717. 28:14or even product um capabilities for the
  718. 28:17rest of the users.
  719. 28:18>> Yeah, the the importance of saying no
  720. 28:20right all the time. When you said you do
  721. 28:22customer interviews, how many interviews
  722. 28:24do you need to do in order to land on
  723. 28:26some kind of a decision?
  724. 28:27>> I think the number of customer
  725. 28:28interviews are not the key. Uh but how
  726. 28:31you do it is more important. Um I think
  727. 28:34we did about 20 to 30 um for on average
  728. 28:38for one single um critical product
  729. 28:40decisions. But we set the distribution
  730. 28:44of the those 20 to 30 um customers in a
  731. 28:47in a very um mey way where like okay
  732. 28:51four marketers you know five creators
  733. 28:55and also they're in different
  734. 28:56industries. They're they come with
  735. 28:58different um you know purchasing empower
  736. 28:59come from different geographic locations
  737. 29:02backgrounds. You want to make sure they
  738. 29:05are representative enough to help you
  739. 29:07make a decision.
  740. 29:08>> You don't need a lot but you need to
  741. 29:10have a clear concise set of um testers.
  742. 29:15>> Yeah, you want to make sure you get like
  743. 29:16a full picture of the market.
  744. 29:18>> That's really helpful for the research
  745. 29:20and validation phase. Now once you're in
  746. 29:22building mode, what about the AI skills?
  747. 29:24What is the number one AI skill everyone
  748. 29:27should be working on right now?
  749. 29:29>> The number one AI skill is should
  750. 29:31actually go for first principle. It
  751. 29:34doesn't matter like if you're using AI
  752. 29:36for um you know design your poster um
  753. 29:40you v code your prototype. I think
  754. 29:43everyone should treat AI as your
  755. 29:45thinking partner or even thought
  756. 29:47partner. Which means that when you are
  757. 29:49having a problem of understanding your
  758. 29:51users, when you are having problem of
  759. 29:54managing your teams, when you are having
  760. 29:56problems of um figuring out your pricing
  761. 29:59or you know all the critical decisions
  762. 30:01in your lifetime uh when you are a
  763. 30:04founder, I think traditionally you will
  764. 30:06just go reach out to your coach or some
  765. 30:08more senior people uh or people with
  766. 30:11relevant experience, right, to ask for
  767. 30:13their advice. But I think in this era of
  768. 30:15AI, you should run through it with your
  769. 30:18with you know Gemini or Chad GBT. They
  770. 30:21are actually a very very senior very
  771. 30:24important thinking partner. Um just you
  772. 30:28know instead of like asking one line of
  773. 30:30questions um throw as many context as
  774. 30:33possible um and also you know do like
  775. 30:35more than 20 rounds of back and forth um
  776. 30:38communications.
  777. 30:39you will be mindblowingly enlightened
  778. 30:42through these conversations. So nowadays
  779. 30:45that's how I practice myself.
  780. 30:46>> Do is there a certain daily practice
  781. 30:49that you have? Uh I talked to Mustafa
  782. 30:51Sleman on this podcast. Uh he's a CEO of
  783. 30:54Microsoft AI and he shared that every
  784. 30:56single day he would talk to Copilot and
  785. 30:59just tell Copilot about what the day has
  786. 31:02been like and the decision that he's
  787. 31:04made and how those decisions made him
  788. 31:07feel. So that when in 3 months he has
  789. 31:10something like a similar problem, he
  790. 31:11still talks to the same threat and
  791. 31:13copilot and copilot will be like, "Oh,
  792. 31:15when you made that decision 3 months
  793. 31:16ago, you actually regret it. So this
  794. 31:18time let's do this." Is there something
  795. 31:20similar that you have?
  796. 31:21>> Yeah. Exactly. Exactly. Because I think
  797. 31:23the current uh chatbot uh memory is so
  798. 31:26powerful that uh so what I um like
  799. 31:28monthly one of my monthly ritual is that
  800. 31:31I ask chat to PT about um you know what
  801. 31:35are my major decisions in the past month
  802. 31:39um you know give me some comment um
  803. 31:41feedback on
  804. 31:42>> but that means you shared every single
  805. 31:44>> I shared everything. Yeah.
  806. 31:45>> How does it like every night you just
  807. 31:47sit and like these are the decisions I
  808. 31:49made or
  809. 31:50>> Yeah. Sometimes I you know talk to the
  810. 31:52AI in that way and sometimes I would
  811. 31:54just um
  812. 31:56>> um forward my decision just um like I
  813. 32:00captured like a screenshots of our group
  814. 32:02discussion. Um I dropped a link of my
  815. 32:06the document of of a PRD of a spec uh
  816. 32:09that kind of thing too. I yeah I I I
  817. 32:11kind of forced myself to
  818. 32:13>> to document.
  819. 32:14>> Yeah. To document it.
  820. 32:16>> So you said Gemini is the best for it or
  821. 32:18>> Yeah. I'm um I'm I'm heavily using both
  822. 32:20JA and ChBT. Okay. Yeah.
  823. 32:23>> But I think recently I realized they
  824. 32:26really memorized almost everything I
  825. 32:28talked to them. So now I can start a new
  826. 32:31question like what is the biggest
  827. 32:34mistake I made in the past 6 months? Uh
  828. 32:36what is one thing you you want to
  829. 32:39suggest to me? Uh if you could three
  830. 32:41months ago. I think this becomes super
  831. 32:43powerful right now.
  832. 32:44>> I love these questions. Let everyone go
  833. 32:48go to your favorite app and ask those
  834. 32:49questions. I'm going to do this right
  835. 32:50after the interview.
  836. 32:52>> It's a good like end of the year
  837. 32:53practice [laughter] to see what's what's
  838. 32:55going on. Love it. Absolutely.
  839. 32:57>> Do you have any top three AI business
  840. 32:59ideas you would start
  841. 33:00>> if you hadn't had Opus Club?
  842. 33:02>> It's hard to name like three ideas um
  843. 33:06because I'm not an investor. I you know
  844. 33:07I I don't meet as many founders as
  845. 33:10possible. Um but I think the general
  846. 33:12first principle uh for now right the
  847. 33:17question is to start a business like in
  848. 33:192026.
  849. 33:20>> Yeah
  850. 33:20>> as we discussed the market is becoming
  851. 33:22super competitive and there are like for
  852. 33:26most of the markets or industries uh
  853. 33:28there are like more than 20 50 AI tools
  854. 33:31out there already. Um so the first
  855. 33:33principle I would say is to find a
  856. 33:36really niche business. Often times many
  857. 33:39people don't really understand what is a
  858. 33:41niche. For example, is restaurant
  859. 33:43business a niche? No. Is Chinese
  860. 33:45restaurant
  861. 33:46a niche? No. Is um canonist Chinese
  862. 33:50restaurant business a niche? Still no.
  863. 33:54Um you have to drill down. Uh there are,
  864. 33:56you know, so many different types of
  865. 33:57canonist food. Um and even for one
  866. 34:00specific vertical um are you going to
  867. 34:03target to be like the um the Chanel of
  868. 34:06Canada's restaurant or the Zara of or
  869. 34:09Uniqlo of Canada's restaurant right so
  870. 34:11the different pricing will match to
  871. 34:13different um markets different ICPS as
  872. 34:16well so pick a really really really
  873. 34:18small niche that you cannot further
  874. 34:20segment it
  875. 34:21>> to start with um
  876. 34:23>> Wow that's that's a good one yeah
  877. 34:25>> yeah you have to ruthlessly segment your
  878. 34:28niche
  879. 34:28The second thing is ideally pick
  880. 34:30something that's boring because the non-
  881. 34:33boring the cool ones are definitely 10x
  882. 34:36or even a more 100x more competitive.
  883. 34:39You probably don't want to work in those
  884. 34:41areas. That's why I mentioned earlier
  885. 34:43that the passion for building the
  886. 34:45passion for problem solving is more
  887. 34:48important because your passion for a
  888. 34:50specific business is most likely not a
  889. 34:53viable business. Right? So you need to
  890. 34:56have a passion to build something for a
  891. 34:58boring industry but you solve a really
  892. 35:00big problem and furthermore ideally
  893. 35:04there are a lot of existing services. I
  894. 35:07think we are actually you know changing
  895. 35:09from we're redefining the term SAS and
  896. 35:12previously it was like software as a
  897. 35:14service nowadays it's becoming service
  898. 35:16as a software. So in that specific
  899. 35:19market niche, boring market niche, are
  900. 35:22there existing services
  901. 35:24um done by like agencies um by
  902. 35:27freelancers um or some internal tools or
  903. 35:30some hacky solutions, imperfect hacky
  904. 35:33solutions. Um that is your opportunity
  905. 35:36to tackle. Um so go through some boring
  906. 35:39test, go through some niche test and go
  907. 35:42through some service test. Um, so these
  908. 35:44are the my first principles to find a
  909. 35:46new business in 2026.
  910. 35:48>> That's great. That's great. That's
  911. 35:49amazing. Okay. And for young viewers who
  912. 35:52watching, what is one principle that you
  913. 35:56wish you understood when you were 20
  914. 35:59that would saved you years?
  915. 36:00>> Damn, [laughter]
  916. 36:01>> it's like me talking to your internal
  917. 36:04Gemini tragedy. [gasps]
  918. 36:06>> I really wish I can travel back to my
  919. 36:0820s. But um I think the first principle
  920. 36:11is to be as disciplined as possible. Um
  921. 36:16I've been following um Cristiano Ronaldo
  922. 36:19and LeBron James for two decades.
  923. 36:23They are at their 40s and they're still
  924. 36:25one of the best players in their fields.
  925. 36:28The reasons are they are super
  926. 36:30disciplined in their early 20s. Uh you
  927. 36:33can't change your behavior when you are
  928. 36:35over 30 or 40. it's it's just
  929. 36:38impossible. Um but if you're like in
  930. 36:40your early 20s or even younger, um make
  931. 36:44sure that you use time effectively. Make
  932. 36:47sure you can plan things accordingly.
  933. 36:50Make sure you push yourself to your
  934. 36:52boundary. Make sure you are okay with
  935. 36:56you know suffers. Um you can recover
  936. 36:59fast. Uh make sure you have clear
  937. 37:02mission and you are well aligned with
  938. 37:04your mission. and you work toward
  939. 37:05automation every day. I think you know I
  940. 37:08can list a few different behaviors but
  941. 37:10the key principle is to be super
  942. 37:13disciplined if you want to be a
  943. 37:15successful founder uh later on and also
  944. 37:18be disciplined to your own health right
  945. 37:19like how many hours you should log to
  946. 37:21sleep um what you should eat or not um
  947. 37:25what kind of exercise you should do you
  948. 37:27should do every day like I I saw many
  949. 37:30people started to develop these um
  950. 37:32patterns these behaviors in their 30s
  951. 37:35but not in their early 20s.
  952. 37:37>> It's hard in your 30s. I love that. And
  953. 37:40also that brings you to say no to
  954. 37:43different things and it's also a great
  955. 37:44skill.
  956. 37:45>> Yeah. Yeah.
  957. 37:46>> Yeah. This is something I've been
  958. 37:47hearing a lot when I'm talking to people
  959. 37:50who are building something amazing.
  960. 37:52>> Yeah. Discipline. I think Priscilla Chan
  961. 37:54just shared that she only has work and
  962. 37:57family. Parties don't exist in her life.
  963. 38:00>> Not exist anymore.
  964. 38:01>> Yeah. And this is what you hear a lot
  965. 38:03from successful people here in the US.
  966. 38:05They work like crazy.
  967. 38:07>> I'm trying to learn. Like I think I'm
  968. 38:09disciplined, but like that level of
  969. 38:11discipline. Oh my god.
  970. 38:12>> Yeah. Exactly. Because with a super high
  971. 38:14level of discipline, you can just like
  972. 38:17master said, right? You can segment your
  973. 38:19your time into, you know, buckets of
  974. 38:23five minutes. You can easily you can
  975. 38:25easily get super focused and also switch
  976. 38:27context to focus on something else. That
  977. 38:30is the ultimate result of discipline. I
  978. 38:34saw many people like find really hard to
  979. 38:36switch context to focus for a longer
  980. 38:38time. That is because you are lacking
  981. 38:41the discipline from day one.
  982. 38:42>> This is something I'll be teaching my
  983. 38:44kids. [gasps and laughter]
  984. 38:45>> Thank you so much. It was amazing.
  985. 38:47>> Thank you. Oh, thank you ever having

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