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X @Forbes
Forbes· 2025-10-02 02:15
This Startup Hit A $3.25 Billion Valuation Building Software To Fix Drug Pricing https://t.co/a1bmbDi1RS ...
X @The Economist
The Economist· 2025-09-30 05:20
Unlike most software, large language models are probabilistic. A deterministic approach to safety is thus inadequate. A better way forward is to copy engineers in the physical world https://t.co/COsTN2tSGf ...
X @Forbes
Forbes· 2025-09-28 11:29
This Startup Hit A $3.25 Billion Valuation Building Software To Fix Drug Pricing https://t.co/a1bmbDi1RS ...
Evaluating Agents vs. Software
Greylock· 2025-09-25 15:53
Why is evaluating an agent agent or an agentic system different or even more complex than you know traditional obviously traditional software but also you know just your singleshot LLM output. >> Um I think it's not >> okay. >> Um hot >> take uh I'm of the mindset that agents are a very natural evolution of AI software and AI software is a very natural evolution of software.Um, and I actually think on average, I I certainly see this with some of our more sophisticated customers, the um resulting agentic sys ...
X @Forbes
Forbes· 2025-09-23 10:35
This Startup Hit A $3.25 Billion Valuation Building Software To Fix Drug Pricinghttps://t.co/OqK5Yd7WE1 https://t.co/eBccIgcbgG ...
Human Work vs. AI
Human labor is generally like an order of magnitude larger than software spend like 10x or more. Of course, you're not going to capture all of that, but when you're kind of bringing in software, if you can give them like a 3x to 5x ROI, that's very compelling. What that translates to is like, you know, roughly 3x multiple on the value you're able to capture there.And so, if you look at a lot of our customers, for example, they're spending more on the AI agent than the previous sort of CRM software or suppor ...
"Opendoor is a Software Business"
Openoro is a software company that happens to have some assets. I think there's an asset light model here that could work incredibly well. There's asset heavy model that can work incredibly well and will have like literally all of them.You must judge companies based on where leverage comes from. The leverage from open door will come from software. We will build excellent software for buyers and sellers of home and owners of homes and we will attach services to those products. ...
Via CEO Daniel Ramot: We think there's enormous white space helping cities find transport solutions
CNBC Television· 2025-09-12 16:08
Meanwhile, right here at the New York Stock Exchange, we're watching another public debut. Transportation software company VIA is set to make its debut this after pricing above the expected range. Joining us now in a first on CNBC interview ahead of the first trade, Via Transportation co-founder and CEO Daniel Ramote.Uh Daniel, nice to have you. Thank you so much. And congrats.We all remember, at least Sarah and I do, when you were a ride sharing company here in the New York area, New York City, but you mad ...
Fed cutting cycle means market breadth narrative has legs, says SoFi's Liz Thomas
CNBC Television· 2025-09-11 20:25
Stocks are tracking for yet another record close. Here with her best ideas on positioning at these lofty levels is SoFi's head of investment strategy, Liz Thomas. Nice to see you. Nice to see you, too.Best positioning right now in the market again. We're we're going to have record close, we think, is where. Well, I've been talking about for a while investors needing to diversify their growth and momentum exposure.Obviously, we've had long periods of time where growth stocks, momentum stocks have led the mar ...
Schwartz: It's now more about the jobs report than the inflation reports
CNBC Television· 2025-09-11 11:18
All right, what's at stake here, Jeremy. We've got the NASDAQ and the S&P at record highs. Could this CPI report, could this shake the confidence that investors seem to have in this market.Well, we've been saying it's now becoming more about the jobs report than the inflation reports. We do think the inflation numbers are coming down. Uh, you know, we do our own measure of CPI.When we did it last month, it was almost 100 basis points below the actual number. Shows you that housing and shelter is like a very ...