00:00korea's startup funding landscape just shifted four stories from today's reporting show where the openings are and where the risks
00:06are sitting it's thursday november twelfth let's look at what this means for startups and entrepreneurs in korea startups are
00:13moving away from general purpose language models and toward decision focused ai
00:17the reason is simple competing head-on with global big tech on raw model scale is expensive and most small
00:24firms cannot afford that compute companies like trillion labs upstage and darky cloud have launched models that choose among options
00:32instead of generating long text which cuts token costs sharply upstage's solar decide processed 16.8 billion tokens in the
00:40last 30 days on open router ranking ninth in business development use cases at the same time the government plans
00:46to foster
00:4720 ai unicorns valued above 1 trillion 1 and one decacorn valued above 10 trillion 1 by 2030 with each
00:55selected firm eligible for more than 10 billion 1 in r d and commercialization funding but on the kodak side
01:01the market cap floor for delisting rose from 40 billion 1 to 150 billion 1 then to 200 billion 1
01:08in july pushing many small listed ventures into forced m and a offers and tighter bank loan terms meanwhile samsung
01:16sds's
01:161.2 trillion 1.2 trillion 1 convertible bond deal with kkr shows that capital is going to strategic partners
01:22who bring networks and capability not just money so what does this mean for founders weighing where to build next
01:28first the opening is in narrow decision specific models for workflows like customer triage content review and document filtering where
01:37inference is cheap and open source or on device deployment is viable earlier we said trillion labs and upstage show
01:43that niche models can win on cost
01:45here's what that actually means for you if your product sells a decision not a paragraph your unit economics look
01:52very different from a general chatbot second if your company is listed or near listing watch the market cap thresholds
01:59closely because a stock price slide can trigger listing review even when earnings are growing third if you are considering
02:05a deal partnerships backed by strategic investors are being valued more highly than pure cash injections for more on what
02:12to watch
02:12keep an eye on the coastline keep an eye on the coastline keep an eye on the coastline keep an
02:14eye on the coastline select tier design and the rollout of the coastline focused fund both of which could reshape
02:19how early stage capital reaches public markets
02:21sole economic dailies reporting also flags the gap between policy promises and actual uptake such as the single product launched
02:29under the new bdc framework since march that gap is where founders should focus their planning that's today's ai prism
02:35founders
02:36this episode was produced with ai assistance based on sole economic daily reporting
02:41ai prism is a juan ifra award-winning series we'll be back tomorrow
