Microsoft just lost $650 billion in market value after investors questioned whether the company is actually delivering on its AI promise. But what does Microsoft’s story have to do with startups?

In this episode of the Two Founders Podcast, Anna and Matteo discuss:

• Why Microsoft’s AI narrative may have gotten ahead of reality

• What the market expects from Microsoft, Copilot, Azure and OpenAI

• Why startups need to deliver on the promises they make

• Who the world’s top angel investors are and what they have in common • Why many successful angel investors were operators and founders themselves

• Whether you should start selling your startup before your product is finished • Why talking to customers early can be more valuable than building the “perfect” MVP

• How to structure pilots and payments when your product is still evolving

• Why branding and building an online presence can make startup sales easier

The big lesson? A compelling story can get you attention—but eventually, the story has to match reality.

And for founders: go out there and sell.

🎙️ Welcome to Two Founders, where we talk startups, sales, company building, investors and the lessons we learn along the way.

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Follow Matteo: https://www.linkedin.com/in/matteo-ghetti/