The author founded Safe Sign Technologies, an AI startup focused on research in safety, robustness, and reliability. Despite having zero revenue, the company was acquired by Thomson Reuters twenty months after its founding. This was Thomson Reuters’ first pre-revenue acquisition in 174 years and one of the most significant European deals of 2024. The founder attributes this success to the differentiated AI model built by a small team drawn from Cambridge, MIT, and Harvard, while repeatedly telling investors they would not have meaningful revenue for a long time. He argues that institutions reward thorough work over revenue chasing, and identifies opportunities in AI infrastructure underneath the major labs.
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