
Transcript: 'How AI Startups Can Win With Better Strategy'
'AI & I' with investor Mike Maples
Mar 5, 2025 · 46 min readUpdated May 4, 2026
The transcript of AI & I with Mike Maples is below. Watch on X or YouTube, or listen on Spotify or Apple Podcasts.
Timestamps
- Introduction: 00:02:20
- Innovate the business model, not just the product: 00:06:02
- How startups can compete against the likes of OpenAI: 00:15:49
- Mike’s take on DeepSeek: 00:19:34
- Why the future has always belonged to the tinkerers: 00:21:44
- How small teams today can make big money: 00:24:03
- Find niches that incumbents can’t or don’t want to enter: 00:28:55
- The qualities of the truly AI-native: 00:45:50
- How AI changes the funding model for software companies: 00:52:28
- Knowledge work is moving toward systems-level thinking: 00:57:05
Transcript
Dan Shipper (00:02:20)
Mike, welcome to the show.
Mike Maples (00:02:21)
Thanks for having me. I've been looking forward to this.













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