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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
00:36:22 · William Loveday Powell, Sam, Kosta, Ed Leon Klinger, James Lowe, Angela, Fabian
[00:36:22] S2: Thank you very [00:36:22] S1: much, sir. Cheers. [00:36:23] S0: Have a pleasure. [00:36:23] S1: Bring Amish or Angela. That'd be great. [00:36:26] S0: Thank you, sir. [00:36:27] S1: What a great conversation. First time. [00:36:29] S3: How to get there. Yeah, [00:36:32] S1: I know you did. First time James Coster has joined us in the studio, I guess. There [00:36:39] S0: was talk on the timeline of Gabe. Vasquez making a Where is Gabe? I know I I Gabe. Put out [00:36:44] S1: Where are you, [00:36:45] S0: Gabe? I miss him. [00:36:46] S1: You have to join us. I think we have Angela joining us very, very soon. Hello. Hello. [00:36:51] S0: How are you? You too. Been a [00:36:54] S1: while since Monaco. [00:36:55] S0: Thank you very much for joining us. This is your seat. Chuck on the headphones. [00:36:59] S1: I love the shoes, by the way. [00:37:00] S4: Very cool. Wow. Those [00:37:02] S0: are dope. Yeah. I love it. [00:37:04] S1: Frontier shoe game. Yeah. That... The shoe game is on [00:37:07] S0: fire right now. They they might be the freshest shoes you've ever had on the show. I think so. They arrive for a run from Clay. Yeah. If you're running from Clay. Custom shoes, which... [00:37:16] S8: These these are not custom. [00:37:17] S0: Which are pretty cool, but I think I think these [00:37:18] S1: are cooler. Well, you're shoe mocking us for sure. [00:37:20] S6: We're Yeah. [00:37:20] S0: We're snacking. [00:37:22] S8: You guys are kinda matching. Love it. [00:37:23] S0: We're always matching. [00:37:24] S8: Yeah. [00:37:24] S3: It's the
00:37:24 · Ed Leon Klinger, Kosta, Angela, William Loveday Powell, Sam
[00:37:24] S3: It's the [00:37:25] S0: bane of my life. So we could... I... I'd love to... Headphones on because I... You're gonna have to hear us, I think, if possible. Looks amazing. Let's catch [00:37:35] S8: Look at that. [00:37:36] S0: Yeah. You can [00:37:36] S2: hear us cool. [00:37:37] S8: Yeah. Yeah. [00:37:37] S0: Yeah. Amazing. [00:37:38] S3: Do you [00:37:38] S8: guys always match? [00:37:40] S0: Wear suits on the show. This was not [00:37:42] S1: actually planned. [00:37:43] S3: Yeah. Okay. [00:37:43] S1: But we do have... This was gifted, you know, by you guys. Yes. Fair point. Fair point. [00:37:47] S0: The time will be loved this, by [00:37:48] S1: the way. [00:37:49] S8: I like it. [00:37:49] S0: I have one mine. Would love to get into it there. Give us I guess I'd love to know where most of your time is spent today. What is getting you excited? I'm sure your role has changed so much over the years in terms of like where you're spending most of your time, what is the next big opportunity. But how... What does it look like right... Like today? What what... What's top of mind for you?