In this discussion at Startup School Paris, Dust co-founder Stanislas Polu reflects on his path from Stripe to OpenAI and why he and his co-founder decided to build their company in France.
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Chapters:
00:00 — Intro
01:09 — From Stripe to OpenAI to Founder
02:49 — Why Stan Left OpenAI
03:46 — What Dust Actually Does
04:07 — What Work Looks Like in 3 Years
05:10 — Where the Thesis Was Right (and Wrong)
07:05 — The Horizontal vs. Vertical Debate
09:15 — Model Agnostic as a Moat
10:49 — How Labs Starve the Funding Market
12:19 — Raising Small on Purpose
14:39 — The Mistral Lesson
15:11 — Why Build in France?
17:08 — When Labs Enter Your Vertical
18:27 — The Margin Problem
21:45 — Outro
