Aug 4, 2026 · 48 min · 12 segments
Dave Lambert, founder and managing director of Right Side Capital Management, explains why early-stage companies are reaching revenue faster, operating with smaller teams, and potentially needing far…
Ian BergmanHostA lot of what's happening with AI in the last six months to two years is that the cost to build a first version of a software product has just continually gone down in price.
By the time you got to the late 2010s, if you're a technical team for... a lot of business models even high ticket enterprise sas ones it was close to zero it was just your labor and so now you can build incredibly sophisticated products very quickly with relatively low cost so while you can go back from the you know 80s to late 2010s and it's always gotten cheaper to build the first version of your product it's never really gotten much cheaper to scale the biggest change we've seen with these young companies internally is using ai tools From the very get-go, when you're a young company, and the extent to which people can scale with so much less labor in the last few years than it would have taken in the 2000s.
And you can have a human in the loop in the middle, and maybe the software has to say... and asks permission or says, here's what I'm going to do, and the human can say yes.
And that's delivering value beyond anything that software has been able to do before.
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A lot of what's happening with AI in the last six months to two years is that the cost to build a first version of a software product has just continually gone down in price.
By the time you got to the late 2010s, if you're a technical team for... a lot of business models even high ticket enterprise sas ones it was close to zero it was just your labor and so now you can build incredibly sophisticated products very quickly with relatively low cost so while you can go back from the you know 80s to late 2010s and it's always gotten cheaper to build the first version of your product it's never really gotten much cheaper to scale the biggest change we've seen with these young companies internally is using ai tools From the very get-go, when you're a young company, and the extent to which people can scale with so much less labor in the last few years than it would have taken in the 2000s.
And you can have a human in the loop in the middle, and maybe the software has to say... and asks permission or says, here's what I'm going to do, and the human can say yes.
And that's delivering value beyond anything that software has been able to do before.
