We've started playing around with this idea of swarms of LLMs being thrown at a problem and instead of doing one API call, you do 100 or a thousand. And I mean the quality of improvement or the quality of the output is drastically improved. So if you take something like writing a legal research memo, if you just use one model, one deeper research model or one sort of reasoning model call, you get some output.But if you use a hundred calls and you let them rebuild and and improve what you already have over a ...

Industry Trend - Form filling and manual report generation will be replaced by AI agents [1] - AI agents will automate tasks faster and cheaper [1] Technological Advancement - AI will handle tasks automatically [1]

Our secret was everybody thought that CRM is a single source of truth. This is not true. The only thing that's true out there is who your customers are, what they bought, how much they're paying you, maybe their phone numbers.Everything else is not true. ...

AI Adoption - AI adoption is crucial for continued progress and success [1] - Slowdown in AI adoption could lead to negative consequences [1]

Snowflake had a billion dollar quarter growing 26%. Data bricks just said they're crossing 4 billion growing 50. It actually makes data bricks sound undervalued.Now this episode is a cracker. We discussed coreweave new bank data bricks hitting a hundred billion and much more. One thing I've learned about large amounts of money.What people say they'll do is meaningless. When you get the 10 million or hundred million offer from Meta, it rocks you back. And that's real competition.At some point you got to matc ...

Market Valuation & Investment - Databricks' valuation reaching $100 billion is discussed, questioning whether it's a bubble or justified growth [1] - The discussion includes whether Databricks is undervalued at 25x revenue [1] - The potential for Andreessen's investment in Databricks to yield returns of $30 billion or more is analyzed [1] Financial Performance & Fintech - Nubank's $2.5 billion profit is highlighted, positioning it as a leading FinTech company [1] - CoreWeave's $11 billion debt acquisition is examined, questioning its viability as a smart investment or a high-risk venture [1] Emerging Trends & Risks - The potential return of Chamath's SPACs is viewed as a possible indicator of a market bubble [1] - A founder raising $130 million and then stepping away raises questions about changing norms [1] - The discussion explores whether AI spending will reach trillions or if it's overhyped [1] Venture Capital & Secondary Markets - The ethics of OpenAI staff potentially cashing out billions in secondary shares is debated [1]

Skills Evolution - The skills required to be a good engineer are changing with time [1] - Being a generalist is becoming more important due to AI's increasing role [1] - AI will handle deep expertise, reducing the need for engineers to possess it [1]

For the junior engineers, 1x engineers, they often are bad at something, right. If the AI can bridge that gap, it takes them from zero to one and to be able to do something they were not able to do before, they go to 10x or even more. So, if that's the case, then it's more valuable for them.If it's a 10x engineer that is working on something where you need many years of experience to work on a system that a new junior engineer completely doesn't understand, then the 1x engineer is useless. So no AI is going ...

Humans are sometimes too obsessed with small details being perfect which makes you move much slower and the way of doing it right now like one person does all the design very slowly very detailed is going to be replaced. you talk much more high level and you talk about your design philosophy and then the AI does the implementation of the design and then you as a human go out and get all the context from do other people think this is looks good and give it all as feedback into the AI and then there's a very ...

Who do you worry more about, Open AAI or Anthropic. What we're betting on is to be the gateway for humans, right. And be the best user experience for AI.And so far, OpenAI is doing that better than Tropic. So I see them as a more serious competitor in 12 months. ...