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Site because we've just been, like, pounding on them to think, fast, cheap, less money, like, and then there's something clicks. And then they actually have, like, a plan for the second half of the batch. And the remarkable thing I found is actually how well it works that once they make that mental switch, and they realize that they can do something in 3 months, then they go do that. And then they have it's not just an idea anymore. They've got something real, and they can go to investors maybe didn't wanna fund them before YC. And now all of a sudden, like, people just wanna put money into this thing because they've actually, like, it's actually, like, going someplace. The weird inversion for HeartTech, I think, is, it's not about why the why is often there's a problem, and it's sort of obvious. And then the why now even is often kind of obvious where There's some cost curve. There's some bomb costs that change. The build of materials got cheaper. There's some breakthrough. And so the actual question is not why now or why, it's actually why you. And I think that that's that links up to what you're saying, which is if you can show the it's you, and it might be LOIs, in hard tech and especially the people who might spend a lot of money on atoms. They tend to be, a little bit more, diligent about only signing LOIs with people who are for real. It's not just the LOI. I think the other piece is, they actually need to build a plan and demonstrate the unit cost actually makes sense and have that whole financial viability aspect of it. And I think the other thing is actually, besides LOI, is proving that they can actually make it. Because a lot of things like the y to answer the y u, can you show me a kernel of truth of the idea that you actually can build? So besides LOI, the second thing is, a technical milestone. It had of course, you can't build a whole the whole plane, let's say.

Results. Should we look at some of these demos and Yeah. See how talk about how they managed to get this to work? Yeah. Start with Infiniti AI. Infinity AI is a company in the current batch. And what they do is they make deep fake videos of a particular person. So for example, they have an AI replica of Elon Musk and you can just tell Infinity ai what you want Elon Musk to say and they will produce a video of Elon Musk saying exactly that thing. Can you watch a demo? Yeah. Let's see. It's about it. Let's watch the demo. Speaking of IC companies training their own models, did you guys see the Infiniti AI demo last week? Yeah. They're a company in my group. Infinity allows people to make videos by just typing out a script. Wouldn't it be cool if this podcast were actually an Infinity AI video? That'd be super cool. You think they'd be up for that? Well, guys, I have a surprise for you. So special thanks to the Infinity AI team who made a model for of the light cone podcast. And the way that they did this is they literally just downloaded our YouTube videos from the first three episodes and they trained their model on that. And the cool thing about these models now is like you don't need that much data once you've trained the foundation model to adapt it to learn a new person. So just the, like, hour or so of YouTube video that we had was enough for them to get a really accurate representation. I could talk about another company. So I'll explain what SyncLab is. SyncLab is an API for creating real time lip syncing. And the crazy thing about this team is that they train the models on a single a 100, and it's generating these kinds of results. So let's take a look at it. I'm guessing this guy doesn't actually speak Hindi? No. No. Okay.

Is one thing. How good you are at sales? How good you are at fundraising? All these things are like, you know, important. Yes. But someone that has low conviction and struggles to ever build a conviction on anything, even if they're great at all those other factors, not gonna make it. Isn't that crazy? Versus there's people that are worse at some of those other things. Imagine this this was like a baseball card of their skills. Not the best programmer, not the best salesperson, not the best fundraiser, but very high conviction and able to focus their energy one direction in a superhuman way, those people tend to succeed. Case in point, Justin Khan, My cofounder. I I totally agree. And what's funny is, like, every good startup team has at least one of those people. You need one. Yes. Yes. You need that. And and the 2 cool for school teams where it's like, oh, no. Like, I can't I can't be too into anything. Right? Yeah. Like, my bar is super high. It's like, sorry. You'll just you'll pivot till you run out of speed. And and so, like, let's talk about exactly what conviction means. I think it doesn't mean believing in things religiously exactly. It's more of not letting yourself get blown off course. So this happens to us a lot. We've seen this at YC. A founder is working on an idea. They think it's going well. They go to fundraise. The fundraise is hard. What happens if you're not high conviction? Yep. Gotta pivot. Got new They give up. So if just meeting with investors Causes you to give up. Causes you to give up on your idea, by definition, I'm arguing you don't have high conviction Yes. Because you're blown off course. If every time you talk to a new customer, you decide to change your product, that is low conviction. You do not have conviction. Let's go back to the investor one. The thing that I hate about that investor one is that if you look at the history of really big companies, so many of them, most investors thought that the idea was horrible. Yes. So it's like, empirically, a lot of investors thinking your idea is horrible is not necessarily a bad sign.

With all the people that kind of know how, and they're all here, and they're willing to help because starting companies is actually a very anomalous thing in other parts of the world. It's a strange job, and to your point Harsh, starting a company could be looked at, oh you're just a bum, you're not really working at the beginning, what is it going on? But here, people really celebrate it because people understand how hard it is. How was it for you, Diana? Because, like, because you grew up in Chile, like, how was the move to Silicon Valley and being around this culture? So I relate a lot to the story of being a misfit. So in Chile, when I grew up, I was always a weird kid, just a indoors because also it was very difficult being the only Asian kid. There were no other Asian kids around, and I really loved reading books and when I got a computer I really like, also building a lot of these RPG games back then, emulators, I got a lot into that. And internet was like my bubble, but I didn't know anyone like that. And what was cool is I always admired all the builders and my dream was that at some point I would move to be in Silicon Valley and be there. And what was special that I didn't know and there was this pull is that when I got and moved to, with Silicon Valley, I started working at Intel with my first job, it's the first time I felt at home. There were a lot of people like me who really liked to nerd out and really liked to go deep on subjects and building and I wasn't judged because I was judged back then. I had to sort of hide and not talk about my interests when I go in that super deep and that was special where it was celebrated and you can build and there's also the experts in different areas and everyone is just as deep as you with building and it's just as exciting an an optimist instead of being judged.