Burazin's first customers were startups chasing the leading AI app builders, and almost all of them died once the leaders pulled away. He generalizes that into a rule about new categories, where 'better, faster, cheaper' copies lose to the first two or three.
Since started, since the beginning. Okay. Every single month.
Okay.
So it's fine. It's fine. We'll get into that. But what I'm trying to say is people have the perception of like, oh, I see that there's money here. People want to use this product. We're better, faster, cheaper, whatever variation you want. But they don't actually understand that when there's a new opportunity in the market, the first one, two, three players at max, once they become established, everyone else dies out. Like there's no market there. You can be cheaper, faster, better, whatever. You don't have the momentum. You don't have the market. You don't have the awareness. You don't have the scale. You don't have any of those things. And then those companies that become the winners there then start going horizontal and then doing other things, right? You'll see them do like PowerPoint type presentations. They would do all the like these companies are different things, but it basically none of those exist, right? So
an example of this historically is like, we'll say lovable.
Yeah.
Where when I do remember, like, I feel like there's always like a flavor of the month pitch. Like as an early stage investor, you'll see like there, there's waves where like we're the next, we're just like lovable, but better. Yeah, exactly. Whatever. You just get so many of them. And you're like…
