Founder-Market Fit, Sneaky Big Markets & Betting On ML Practitioners | Yanda Erlich episode artwork

EPISODE · Nov 26, 2025 · 59 MIN

Founder-Market Fit, Sneaky Big Markets & Betting On ML Practitioners | Yanda Erlich

from Founders and Builders · host Joe Wear

Yanda Erlich is a serial founder, early Weights & Biases investor, and former Coatue GP who’s helped build and back some of the most important companies in AI.In this episode, Yanda breaks down what really gets founders through hard times, why trend-chasing kills startups, how to find the work that feels effortless, and why the best markets start off looking “sneaky small”. He also shares his journey from Google to founding multiple companies, investing early in W&B, and how meditation shapes his decision-making.As always, if you enjoy this episode, make sure to like and subscribe 🔔Chapters:00:00 Intro02:10 What gets founders through dark times05:40 Trend-chasing vs authentic problems09:15 Effortless work and founder-market fit12:50 The “Cheesecake Factory” problem of choice16:05 How to pick the right market19:20 Yanda’s founder journey23:40 Quitting Google to build his first startup27:50 Becoming an investor31:10 Investing early in Weights & Biases35:00 Sneaky big markets38:45 AI agencies to in-house teams42:20 Meditation and founder mindset46:15 Permissionless leverage in 202550:30 What it’s all for⭐ Listener Suggestion - Lightricks - https://www.lightricks.com/👍 Why subscribe?If you build, code, invest or care about the future of AI, startups and creative technology, this channel is for you.🔔 Tap the bell so YouTube tells you when new episodes drop 🔔#startups #AI #founders #productmarketfit

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Founder-Market Fit, Sneaky Big Markets & Betting On ML Practitioners | Yanda Erlich

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