Slow Teams Lose PMF in 90 Days | Krishna M, Elevation Capital
When frontier labs can build everything, when moving fast doesn't mean what it used to, and when what was impossible can now be done in days, what do you build and how do you build it?Krishna M is an AI Partner at Elevation Capital. He has seen the 0-to-1 journey twice as a founder and has also experienced what large-scale building looks like at tech giants like Meta and Cohesity.
In this episode, we discuss why a founder's fearlessness and ambition will define the destiny of the company far more than technical skills. Krishna shares how Indian founders have come a long way and now build like they know no fear. We then explore how OpenAI and Anthropic have changed what it takes to build startups, and what founder traits are needed to create outlier companies in this era.
Watch this episode to understand the new definition of startup speed and what to build when frontier labs can build entire product categories themselves.
01:00 From 2x Founder to AI Investor
03:37 Why Bet on the US-India Corridor
07:07 Can Indian Founders Build Giants?
10:13 What Makes Krishna Bet on a Founder?
12:33 The Founder Traits That Matter in AI
14:18 Why Speed Is the New GTM
17:52 The New AI Founder
19:13 How Krishna Builds Conviction
23:26 Why Elevation Bet on Portkey
28:20 How Elevation Evaluates AI Startups
31:17 The AI Security Opportunity
32:04 Your PMF Can Die in a Quarter
32:57 Why Open Source Still Matters
34:11 India's Infrastructure Advantage
36:51 Where the Next AI Opportunities Are
41:35 What Matters Beyond Revenue
43:36 Why India + US Is a Powerful Combination
44:59 What Cohesity Taught Him About Scale
47:13 Selling Data to Broke Professors
50:18 Why Two Weeks in SF Won't Work
52:06 Fundraising Trap Founders Miss
56:47 Outliers Aren't Well-Rounded
58:49 "We're Wrong More Than We're Right"
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This video is for informational purposes only. The views expressed are those of the individuals quoted and do not constitute professional advice. Receive SMS online on sms24.me
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