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Henrik Werdelin on why every lasting AI business starts with knowing your customer—and yourself
TL;DR: Today we’re releasing a new episode of our podcast AI & I. Dan Shipper sits down with Henrik Werdelin, the founding partner at the startup studio Prehype, and cofounder of Audos, a platform where you can build your own AI startup. Watch on X or YouTube, or listen on Spotify or Apple Podcasts. Here’s a link to the episode transcript.
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Henrik Werdelin wants to launch 1 million businesses that make $1 million each.
As the founding partner of Prehype—the startup studio behind companies like Barkbox and Ro Health—he’s spent the last decade helping founders turn ideas into successful, venture-backed companies. Now, he’s taking everything he’s learned and building it into Audos, a platform that helps everyday entrepreneurs use AI agents to brainstorm ideas, finance and market their products, and find niche audiences. He also recently co-authored a book, Me, My Customer, and AI, about the new shades of entrepreneurship that AI is creating.
After years of building companies and helping others do the same, Werdelin has developed a sharp eye for what really makes a startup work. In this episode of AI & I, Dan Shipper and Werdelin talk about what separates successful AI businesses from the rest. (We had Werdelin’s cofounder at Audos, Nicholas Thorne, on the podcast back in March of 2024.)
Here is a link to the episode transcript.
You can check out their full conversation here:
Here are some of the themes they touch on:
Werdelin is tired of people asking him why “Catbox” doesn’t exist, and no, it isn’t because he has a bone to pick with felines. Barkbox has always defined itself by “who they serve”—dogs and people who love them—and not “what they did”—sell subscriptions. “[S]o our next big business was a [first-class] airline for dogs,” he says, “not another stuff-in-a-box business;” and indeed, that airline, Bark Air, isn’t just “dog-friendly,” it’s built for dogs, with comfortable travel quarters, a personal concierge, and a set of FAQs literally addressed to your dog.
According to Werdelin, founders must start by asking themselves who they want to serve for the next 10 years, not by chasing the biggest market or the hottest technology. This is reflected in other Prehype-companies like Ro Health, which started from a specific kind of person with specific needs—men dealing with sensitive health issues like hair loss and erectile dysfunction.
When you invest in truly knowing your customer, you build what Werdelin calls “relationship capita.l” It’s the advantage you get from having a deep understanding of customers’ needs, aspirations, and values. He thinks of relationship capital as having three areas:
For Dan, building a business with staying power has gone beyond knowing his customer to knowing himself: It took him years to admit that he wanted to be a writer, a desire that once felt at odds with his identity as a founder. Over time, he learned to design his days around both sides of himself: the part that writes and reflects, and the part that loves business and technology. That clarity of identity made Every itself more durable.
Werdelin calls this “customer-founder fit”: the alignment between who you are and who you serve. Without it, you lack the authenticity and authority to build something that your customers would buy.
In his book, Werdelin offers a framework for finding it—the five Ps: powers, passions, possessions, positions, and potentials. Each is a way of asking where your innate strengths lie and how you can build from them. “Every time that I try to build something to make it successful, I end up not building something great,” he says, “and every time I basically go for, ‘I want to build cool shit with people I like,’ then I end up doing something that seems to resonate with people.”
Werdelin believes we’re still in the earliest days of figuring out what “agentic businesses”—companies built around AI agents—will actually look like. He compares it to the early 2000s when he was building an internet video startup before YouTube came around. Back then no one knew how to answer simple questions like: Should videos autoplay when you open a link, or require a click? Should the next one start automatically? As he builds Audos, Werdelin is realizing that many of these basic features simply don’t exist yet for generative AI.
But even amid all this uncertainty, one pattern is becoming more and more clear to Werdelin:
Startups are creating a constellation of agents, each solving a different problem for the same customer; echoing Dan’s idea about how our role will shift to being managers of AI agents.
What do you use AI for? Have you found any interesting or surprising use cases? We want to hear from you—and we might even interview you.
Here’s a link to the episode transcript.
Timestamps
You can check out the episode on X, Spotify, Apple Podcasts, or YouTube. Links are below:
Miss an episode? Catch up on Dan’s recent conversations with founding executive editor of Wired Kevin Kelly, star podcaster Dwarkesh Patel, LinkedIn cofounder Reid Hoffman, ChatPRD founder Claire Vo, economist Tyler Cowen, writer and entrepreneur David Perell, founder and newsletter operator Ben Tossell, and others, and learn how they use AI to think, create, and relate.
If you’re enjoying the podcast, here are a few things I recommend:
Rhea Purohit is a contributing writer for Every focused on research-driven storytelling in tech. You can follow her on X at @RheaPurohit1 and on LinkedIn, and Every on X at @every and on LinkedIn.
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