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00:30:47 · Sam, James Foster, Kosta
[00:30:47] S1: Yeah. Yeah. No. That's a great example. One of the tweets you wrote a few days ago was about British sporting slang. Yes. Weapon. Yes. And I read this tweet and I knew we were coming on this trip and I knew you were gonna come. And I I was like, I'm gonna ask you regardless of whether we're doing a show or not. What is what is being a weapon mean within a company? Yes. Like, what what is that person? Why does every company nowadays need a weapon? [00:31:13] S7: Yes. You know, absolutely. And in a way, like, you know, Keith Rabois talks about this idea of sort of barrels and and ammunitions. And in a way, like, weapons are sort of my my version of that. And I caused some controversy because, you know, some people were saying it has a negative connotation. But at least... [00:31:30] S0: In the Nor... In Western Europe, we would say a weapon is like, who is this idiot? Like... Yeah. But in the South [00:31:36] S7: In the South. A weapon is like, you know, you're on the football pitch, like, this person is an [00:31:40] S1: absolute Jude Bellingham is a weapon. He's an
00:31:40 · Sam, James Foster
[00:31:40] S1: absolute Jude Bellingham is a weapon. He's an [00:31:43] S7: absolute weapon. Yeah. Right? Because he gets the ball, he drives off the pitch. Yes. He he makes tackles. He scores goals. Like, he's extremely dangerous on the on the field, and he turns the the, you know, the course of games. And I guess in companies, for me, these are people... And I I actually talked about my my friend Emily Spector who's at this company called Chutor Robotics, deploying, you know, robotics across America and all over the world, which is a really, really hard thing to do. But but they are people who, you know, have unimaginable throughput. And so they just, you know, they're they're sort of autonomous missiles. They go and, you know, they set the target themselves and they go and execute on those things. And you don't have to worry about, you know, the thing getting done. It's already done. So they they're super, super productive. And I think the other things that they do is they they like create preferential attachment. And because they are, you know, them setting the bar for like what kind of high throughput in the company means, means that kind of other people raise themselves to that bar in the company. And they also, you know, other good people want to work with good people. And so then you start to get this, you know, this sort of network of of of really, really good talent that works within works within the company. [00:33:02] S1: Yeah, yeah. No, that's so interesting.
00:33:02 · Sam, Kosta, James Foster
[00:33:02] S1: Yeah, yeah. No, that's so interesting. [00:33:03] S0: Where do you think today is like an area in which people aren't looking at, but you feel like the next multibillion trillion dollar company can emerge from? What's the particular thing that you're getting really excited about that maybe it's too early for it right now, but you can see it happening in the next few [00:33:19] S7: Yeah. I think actually one sort of interesting kind of area is I think there should be sort of like an AI native AppLovin that exists. So AppLovin is a company that has a network of, you know, stock of adverts, and then they put those adverts into mobile games. And I wonder if there will be sort of a new sort of ad network that is created during this AI cycle as we sort of see new sort of units of advertising kind of, you know, the... [00:33:56] S0: So, Billboard Space on [00:33:57] S7: the website. Billboard Space, but inside ChatGPT, right? Or inside character.ai or inside sort of different advertising stuff. Yeah. Yeah. So I'm I'm sort of Interesting. Pretty curious pretty pretty curious there. And then the other the other space that I just generally love is sort of what what I call kind of greenfield companies that companies that sell to other companies at creation and grow with them. And this was a playbook of Stripe, of deal, of ramp, of Mercury. And so, like, what is the infrastructure that startups need to grow and build as they become as they grow. And as, you know, those startups that you serve become big companies, you become a big company on the other side as well.
00:33:57 · James Foster, Sam
[00:33:57] S7: the website. Billboard Space, but inside ChatGPT, right? Or inside character.ai or inside sort of different advertising stuff. Yeah. Yeah. So I'm I'm sort of Interesting. Pretty curious pretty pretty curious there. And then the other the other space that I just generally love is sort of what what I call kind of greenfield companies that companies that sell to other companies at creation and grow with them. And this was a playbook of Stripe, of deal, of ramp, of Mercury. And so, like, what is the infrastructure that startups need to grow and build as they become as they grow. And as, you know, those startups that you serve become big companies, you become a big company on the other side as well. [00:34:36] S1: Definitely. Definitely. Final question. We obviously are here at, you know, because of you. And I'd love to understand, like, what is... Why is this important? Why is it so important to bring people like this together in a nice setting and do the things that you guys do? Like, what drives that in a 60
00:34:36 · Sam, James Foster
[00:34:36] S1: Definitely. Definitely. Final question. We obviously are here at, you know, because of you. And I'd love to understand, like, what is... Why is this important? Why is it so important to bring people like this together in a nice setting and do the things that you guys do? Like, what drives that in a 60 [00:34:57] S7: Well, you know, I think first and foremost, London is unbelievably talent dense. You look at eleven Labs, you look at DeepMind, you look at the folks that are at Palantir in London, you have these just mafias. You look at Revolut, you look at Monzo, amazing product talent. Oxford, Cambridge, Kings, Imperial, like there is a lot of really, really good engineers in in London. It's a hub for for Europe. And so I think there is like fantastic people in The UK. As someone that grew up grew up here, you know, something something we do as British people is we sort of are a little bit negative. We're not always the most optimistic. We don't imagine the most ambitious or the fullest form of the thing that could be created in the world. Yeah. But something that I've seen is is, you know, when you sort of among European founders and British founders, when they have that that, you know, they have that ambition to to go to The US or go global. They go really, really hard, and they hit just as hard as anyone from the best in the world. And so, you know, spending time in The UK is a lot about, like, spending time with with with these people who who have global ambitions to build companies, and we and we wanna partner with them.
00:34:57 · James Foster, Sam, Kosta, William Loveday Powell
[00:34:57] S7: Well, you know, I think first and foremost, London is unbelievably talent dense. You look at eleven Labs, you look at DeepMind, you look at the folks that are at Palantir in London, you have these just mafias. You look at Revolut, you look at Monzo, amazing product talent. Oxford, Cambridge, Kings, Imperial, like there is a lot of really, really good engineers in in London. It's a hub for for Europe. And so I think there is like fantastic people in The UK. As someone that grew up grew up here, you know, something something we do as British people is we sort of are a little bit negative. We're not always the most optimistic. We don't imagine the most ambitious or the fullest form of the thing that could be created in the world. Yeah. But something that I've seen is is, you know, when you sort of among European founders and British founders, when they have that that, you know, they have that ambition to to go to The US or go global. They go really, really hard, and they hit just as hard as anyone from the best in the world. And so, you know, spending time in The UK is a lot about, like, spending time with with with these people who who have global ambitions to build companies, and we and we wanna partner with them. [00:36:12] S1: I love it. Well, we appreciate the invite. And, yeah, hopefully, we're doing a [00:36:16] S0: good We love you guys. We love our balcony as well. [00:36:18] S7: We love our Thank you very much for coming. [00:36:19] S0: The timeline likes them as well. I appreciate it. James Foster. [00:36:22] S2: Thank you very