In Depth

AI Hot Takes and Unusual Twitter Fundraising Strategies with Dan Siroker (Rewind AI)


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Dan Siroker is the co-founder and CEO at Rewind AI, a personalized AI powered by everything you’ve seen, said, or heard. Dan launched Rewind to an emphatic response on Twitter, and used a public pitch video to fundraise at a $350m valuation. Prior to starting Rewind, Dan co-founded Optimizely, which reached $120m ARR before being acquired by Episerver, a content management company. Dan was also the Director of Analytics for Obama’s first presidential campaign.


In today’s episode, we discuss:

  • Rewind’s journey to Product Market Fit
  • Lessons from Optimizely and being a second time founder
  • Dan’s one-of-a-kind Twitter fundraising strategy
  • Dan’s hot takes on the future of AI
  • Where to build in AI, and what makes a “wrapper” thin versus thick

  • Referenced:

    • Apple’s Silicon: https://www.macrumors.com/guide/apple-silicon/
    • ChatGPT: https://chat.openai.com/
    • Dan publicly sharing his own 360 performance reviews: https://twitter.com/dsiroker/status/1689763756459675650
    • Dan’s public Twitter fundraise: https://twitter.com/dsiroker/status/1646895452317700097
    • Dan’s Rewind demo tweet: https://twitter.com/dsiroker/status/1638799931891920897
    • Google Glass: https://en.wikipedia.org/wiki/Google_Glass
    • Google Wave: https://en.wikipedia.org/wiki/Google_Wave
    • Maslow's Hierarchy of Needs: https://www.simplypsychology.org/maslow.html
    • Optimizely: https://www.optimizely.com/
    • Paul Graham: https://twitter.com/paulg
    • Rahul Vohra’s framework for measuring and optimizing Product Market Fit: https://review.firstround.com/how-superhuman-built-an-engine-to-find-product-market-fit
    • Rewind AI: https://www.rewind.ai/
    • Scribe (which morphed into Rewind): https://www.scribe.ai/about
    • The Mom Test book: https://www.momtestbook.com/

    • Where to find Dan Siroker:

      • Twitter: https://twitter.com/dsiroker
      • LinkedIn: https://www.linkedin.com/in/dsiroker
      • Personal website: https://siroker.com/
      • Blog: https://medium.com/@dsiroker

      • Where to find Todd Jackson:

        • Twitter: https://twitter.com/tjack
        • LinkedIn: https://www.linkedin.com/in/toddj0

        • Where to find First Round Capital:

          • Website: https://firstround.com/
          • First Round Review: https://review.firstround.com/
          • Twitter: https://twitter.com/firstround
          • Youtube: https://www.youtube.com/@FirstRoundCapital
          • This podcast on all platforms: https://review.firstround.com/podcast

          • Timestamps

            (02:25) Rewind's origin story

            (04:04) How Rewind works

            (07:24) Managing scope when building Rewind

            (13:47) How Dan thought about early user feedback

            (17:08) Rewind's cultural mantra for shipping and validating fast

            (18:35) Product positioning as a category creator

            (20:39) Lessons from being a 2nd time founder

            (26:11) Cultural values at Optimizely and Rewind

            (28:22) How Dan defines and operationalizes Product Market Fit

            (32:06) Audience segmentation

            (34:32) Measuring Product Market Fit

            (36:23) Dan's take on the current AI hype

            (38:11) What makes a "wrapper" thin vs thick?

            (39:50) Where founders should and shouldn't build within the AI ecosystem

            (43:22) Trends in consumer expectations around data privacy

            (46:59) What AI might look like 10 years from now

            (51:09) Dan's one-of-a-kind public Twitter fundraise

            (59:40) What's next for Rewind?

            (61:26) The influence of Paul Graham

            (62:47) Dan's #1 piece of advice

            (64:23) Dan's #1 book recommendation

            ...more
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