Is My Startup Growing Fast Enough?

Founders may have internalized the idea that if their startup isn't growing as fast as Cursor they are going to fail. In this episode, Dalton + Michael discuss if there is any truth behind this feeling, and discuss some of the fuzziness around growth metrics for AI startups. If you want to learn more about Sam Altman's "bubble bet", here is his blogpost from 2015: https://blog.samaltman.com/bubble-talk Dalton + Michael is brought to you by @Standard_Cap Dalton Caldwell on X: https://x.com/daltonc Michael Seibel on X: https://x.com/mwseibel

Dalton Caldwellhost

Dec 15, 202512mWatch on YouTube ↗

EPISODE INFO

Released: December 15, 2025
Duration: 12m
Channel: Dalton + Michael
Watch on YouTube: ▶ Open ↗

EPISODE DESCRIPTION

Founders may have internalized the idea that if their startup isn't growing as fast as Cursor they are going to fail. In this episode, Dalton + Michael discuss if there is any truth behind this feeling, and discuss some of the fuzziness around growth metrics for AI startups. If you want to learn more about Sam Altman's "bubble bet", here is his blogpost from 2015: https://blog.samaltman.com/bubble-talk Dalton + Michael is brought to you by @Standard_Cap Dalton Caldwell on X: https://x.com/daltonc Michael Seibel on X: https://x.com/mwseibel

SPEAKERS

Dalton Caldwell
host
Startup investor and former founder; longtime Y Combinator partner focused on early-stage company building.

EPISODE SUMMARY

In this episode of Dalton + Michael, featuring Dalton Caldwell, Is My Startup Growing Fast Enough? explores benchmark startup growth properly, ignore hype, and focus on fundamentals AI products and AI-enabled B2B tools are genuinely achieving unusually fast adoption and revenue growth because the capability jump is massive and buyers will pay for clear value.

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