Superhuman
updated 3mo ago
Superhuman
- AI will drive extreme consolidation.
- The companies that win will be in the sweet spot between owning workflows and building great products. Ramp is in the sweet spot.
- Of all of the workflows to own, finance is the most lucrative.
from Ramp and the AI Opportunity
Max Beauroyre added
- By limiting their hiring and instead emphasizing the integration of AI into everyday workflows, Ramp itself has been highly human capital efficient, getting to $300m in annualized revenue with just c.500 FTEs .”
- “Finance work moving from humans to autonomous AI agents portends a shift from seats in payroll in Rippling ($135m revenue in 2022) towards
from 📖 Venture Chronicles - September 2023 by Alexandre Dewez
Nicolay Gerold added
- Workflow+model startups will win by combining a fine-tuned model with deep customer insight to build an AI-native workflow. These startups will be particularly well-positioned to win in one of the following 3 scenarios:
- Incumbent saas players do not have legacy workflow dominance in that vertical
- An AI-native workflow solves the most critical creativ
from How to lose at Generative AI! by Sangeet Paul Choudary
Nicolay Gerold added