13 Comments
User's avatar
Forging ~⚔️~ Value's avatar

Isn't the question here - why isn't this just another consulting program in an AI wrapper...i am sure many people who have have run businesses will tell you - the notion of inserting an FDE into business to define value added use case cases that are coherent with the overall business strategy is not trivial.

Juan Gonzalez's avatar

I think Altman was in the "villain phase" for a year already. This type of guys are truly disconnected from reality and I believe this is going to be another WeWork scenario.

Joël Kai Lenz's avatar

True it’s been a slow burn for Sam.

Hodman Murad's avatar

Interesting! Why would a true disruptor need to pay PE firms 17.5% just to get in the door?

Joël Kai Lenz's avatar

My thought exactly. Why make the tech financially attractive if it’s already great? Thanks for the comment!

Chris Tottman's avatar

It's the Gates anti trust window for Sam 😬

Joël Kai Lenz's avatar

Hahah great comparison!

Chintan Zalani's avatar

Such a great breakdown of DeployCo. Just seems like sophisticated financing!

Melanie Goodman's avatar

This is one of the more interesting takes I’ve seen on enterprise AI financing in a while.

Do you think DeployCo is primarily a distribution strategy, or is it really a financing strategy dressed up as one? 😃

Joël Kai Lenz's avatar

I think it’s the second. But let’s see if the plan holds up…

John Brewton's avatar

Converting future enterprise revenue into fixed-income obligations is the move that either saves you or buries you.

Joël Kai Lenz's avatar

We’ll see what happens :-)