The speaker discusses how new AI tools are enabling small, high-agency teams and even solo founders to build multi-billion dollar companies with significantly less capital, drawing a parallel to the impact of cloud computing 15 years ago. They emphasize that future successful startups will optimize for "Revenue per employee" due to the advantages small, efficient teams have over larger incumbents, such as avoiding politics, excessive meetings, and lack of focus. The speaker concludes by stating their intention to fund these founders to help them create the first 10-person, $100 billion company.
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