Positive Tenacity

By

John

|

Lecture 5 – Competition is for Losers (Peter Thiel)

Peter Thiel explains why “Competition is For Losers”.

See the slides, readings, and more, at startupclass.samaltman.com/courses/lec05­/

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ABOUT Positive Tenacity

These are my notes from building and investing in startups. I’m John S. Kim, Co-Founder/CEO of Sendbird, and General Partner at Valon Capital/ASQ. Learn more here.

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FOLLOW MY JOURNEY

Announcing delight.ai ✨ to our APAC market :) Incredible work from our @sendbirdhq team. Great turn out! 🙌 Happy holidays from team @sendbirdhq 💜🙌 At Koom festival with @saeju_jeong :) gave a quick talk about AI, organizations, teams, self, and the path for humanity after superintelligence. On stage at AWS re:Invent 2025 with Delight.ai — a glimpse of what the future of AI-powered customer service looks and feels like! 💥 It was a genuine privilege to present our new AI brand: delight.ai to the world last week. I am inspired by our team’s incredible teamwork to put together such an event to delight our customers and the opportunity to connect with the leaders in AI here in San Francisco 🌉 We did it! First ever launch event in SF by our @sendbirdhq team. Amazing teamwork! Thanks for coming to our Delight.ai launch event! Great session on the future of enterprise AI, team and organization in the AI-default world. Home office setup Nov 2025 💻 Mike Intrator, Co-Founder & CEO of CoreWeave. Super interesting framework on how he sees his business from financial assets and DCF(!) perspective. Learned a lot! Breaking Bad is my all time favorite TV show. Great meeting you @aaronpaul! Very cool to learn about his @thelightphone journey. What a fun night! Happy Halloween 🎃 👻 from @sendbirdhq family! The first @koom_official festival comes to an end. I’m incredibly inspired by the people and the story of how it came to be. Congratulations to my dear friends @saejujeong and @kiha516 for pulling this off, and thank you for the opportunity to share our thoughts and experiences on AI to the audience as well. Magical evening at @atomixnyc hosted by our amazing friends made our NYC trip truly unforgettable. The masterful flavors crafted by @jparkato and exceptional hospitality by @eparkato made it an experience to cherish. We hosted our annual @sendbirdhq CXO Forum 2025. It was great to reconnect with likeminded leaders in the industry along with special guests @leejehoon_official and @dj_raiden_ We @sendbirdhq are on @netflix documentary about AI. SBS, one of the largest media companies in Korea filmed a bit about our AI agent business. Our portion starts around 19:30 :)