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Jesse Middleton

Sep 28, 2026

StevenHOST
37:58
mean,
37:59
look, we...
38:00
There's always like riches in the niches they say, right? And so like I would say like you can chase the anthropics, you could chase the open AIs.
38:07
You can also look at what's coming in the next horizon.
38:09
And so like we've actually coming out of RC.
38:11
I mean, you know this company, but like small language models turned into open weight, large language models built for the US market.
38:17
Like that is an alternative to the big labs.
StevenHOST
38:34
question though why wouldn't you want to raise more money when you're judged and you earn on aum
50:56
Jesse, why don't you go first?
50:58
Sure.
50:59
Uh, Jamie, I appreciate the, the time.
51:01
I- y- you went through a lot in a short period of time, and so I wanted to just come back to something very basic, which is sort of current traction of the business at this stage, and, and I'd like for you to paint me a picture of a couple of years from now, what do you imagine the business and the business model looks like? You mentioned ninety-nine dollars a month.
51:22
Is it, you know, hundreds, thousands? Are you taking payment processing fee? Just help me understand what you envision this business looking like.
55:17
Okay, what are your decisions?
55:20
I think, look, Jamie, Jamie, you're, you are very early in this.
55:24
It is clear how excited you are by this.
17:18
Mm-hmm.
17:18
We can sell to all of them, blah, blah, blah.
17:20
Help us to understand how you map the market of opportunity.
17:23
I, I don't know the healthcare system as well, so if you said, "I'm selling to all 20 million Python devs," I'd get that.

12 MINS LATER

Mike MaGUEST
29:15
[laughs]
29:15
I, I think you, you heard it in some of my questions around this go to market.
29:18
I, I think it's gonna take you longer than you think to get real penetration in this market, in particular because you're not sort of...
29:26
I know you're this sort of PLG approach, but your customers are bigger buyers, these sort of more regulated, slower moving.

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