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Best Chain of Thought Episodes for AI Founders

Building an AI company: defensibility, GTM, and where the market stands.

These conversations cover the decisions behind an AI business: moving a demo into production, designing a company around AI, finding customers and measuring a buyer’s return. Start with Aurimas Griciūnas on defensibility, then compare the growth and customer arguments with Kelly Vaughn’s assessment of the agent market.

  • 5 episodes
  • 8 guests
  • 3 hours of listening
  • 2 jump-to moments
  1. 1 EP 38 52 min Transcript From Demo to Defensibility: How to Build an AI Business that Lasts | Aurimas Griciūnas Aurimas Griciūnas, SwirlAI Aurimas Griciūnas on the founder’s core problem: getting from an impressive demo to a business that survives contact with production.
  2. 2 EP 35 24 min Transcript Building an AI-Native Startup | GrowthX's Marcel Santilli Marcel Santilli, GrowthX GrowthX’s Marcel Santilli on what it means to build AI-native from day one, not bolt AI onto an old shape. Jump to the moment · 6:33 · Rebuilding from first principles →
  3. 3 EP 30 53 min Transcript Taste Is The New Moat: Why Customer Obsession Wins in the AI Era | Bharat Vasan, Intangible Bharat Vasan, Intangible Bharat Vasan on taste, distribution and customer obsession as the cost of creating software and content falls.
  4. 4 EP 15 35 min Transcript The Agent Bubble Debate | Spot AI's Kelly Vaughn Kelly Vaughn, Spot AI Kelly Vaughn on where the agent hype holds up and where it falls short. Worth hearing before betting on agents. Jump to the moment · 32:31 · Useful agents amid the hype →
  5. 5 EP 4 41 min Transcript Why Most Enterprise AI Projects Fail to Show ROI | HP, ServiceNow & Accenture Vikram Chatterji, Alex Klug, Sriram Palapudi & Jay Subrahmonia Why most enterprise AI projects never show ROI, told from the buying side. Useful context if you sell AI into the enterprise.

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