1 filters applied
Distilling high-signal intelligence into digestible insights.
NuggetsShowing 24 of 474
Coatue : AI is entering a new phase: moving beyond digital tools and into fully autonomous systems operating in the physical world. From advanced manufacturing and surgical robotics to robots in the home, the next wave of innovation will be defined by machines that can perceive, decide, and act in real-world environments. As AI escapes the screen, a new generation of companies is emerging to build the…
"The best way to protect yourself from AI is to be the most AI-enabled version of yourself you can be." - Bill Gurley [00:06:56]
"There are two types of people in the world: those that use AI to learn faster than they ever could before and those that use AI to avoid learning altogether." - Chamath Palihapitiya (quoting Mark Cuban)…
"We actually have a saying that building agents is easy everything else that comes after is hard you've built it now it's a problem you have to manage it." - Tim Hang / Mihai Criveti [00:00:01]
"Every customer I talk to now has 60 or 100 random acts of AI within their organization... they've exploded without any kind of governance, safety, trust,…
"FDE at RAMP has a mandate to win enterprise the the upmarket segment and the way we do that we are allowed to get very creative... we do whatever it takes to win enterprise." - Calvin [00:02:24]
"Because of the rise of AI we can actually start to tackle the full gamut of those problems... you need engineers who actually really understand the use…
"ai agents have different ways to remember stuff and each serves a different purpose" - Host [00:00:00]
"try to stuff too much in there and performance is going to degrade as the model starts losing track of things that are kind of buried in the middle of the context window" - Host…
"The job of the engineer being... are you producing the factory that will produce multiplicative outputs B through Z? Right, and that's a pretty significant change because basically, like we used to believe and used to be somewhat controversial that there's 10X engineers, like now clearly there's 100x or a thousandx engineers." - Guillermo Rauch…
"So Antropic has done as much in Q1 as all of last year and Open AI has done 30% of what they've done last year in Q1." - Rory O'Driscoll [00:35:06]
"I can't remember except maybe for a year in the internet in the mid '90s where corporate America was so convinced of the ROI of something as it is right now of AI." - Rory O'Driscoll…
"If you have a method, an algorithm, a system where its performance scales with the amount of thinking it does, then fundamentally the speed at which you can do inference, the tokens per second, is exactly the peak intelligence that you can deliver." - Tanishk [00:06:03]
"With DMPC, what we did is to use diffusion models to learn both multi-step action proposals…
"how do you build super intelligence inside a company part of the key thing is not to just use AI as a copilot This is the the thing where you use it as the building layer for everything" - Gary Tan [00:00:00]
"It's like a shared organizational brain It's like the closest thing to us being able to like connect our brains" - Pete Koomen…
"I think like starting a second or a third company is like fundamentally sort of an insane act after you've been successful because you're already obviously like have the money you need so like what are you doing because these things are so hard" - Joe Lonsdale [00:01:04]
"It's like so sci-fi it's a heroin right it's like it's really scary like you…
"The bar between like 80% success rate, 99% success rate, and also 99 to 100 is like as big of a gap as 0 to 80... because of that, we try to build all the critical tech in house." - Jason [00:09:51]
"While this is a really nice short-term way to get good performance on your model, you're essentially always chasing an ambulance—you're never going to be able to get…
"the infrastructure buildout is behind demand we can't build data centers fast enough to keep up with demand we have a $25 billion backlog" - Andrew Feldman [00:03:43]
"let me just ask you this question how big's the market for slow search really how it's zero... there will be zero market for slow" - Andrew Feldman…
"The reason why we started looking into training our own models is you can sort of think about the model as sort of like a storage drive... what if we were to allocate all of the bits of information that can be stored inside a model weights to that one particular task." - Federico [00:02:03]
"If you want to craft really great AI products you have…
Quick Takeaways Summarised (by AI)
1. The Core Efficiency Metrics: The "High AI" Premium The platform data quantifies the exact premium that high AI adoption (where a majority of FTEs use AI regularly) brings to a B2B SaaS company's unit economics.
"Could we train on all the videos ever produced and images and get to the same level of understanding that clearly the language models using language get to... could that knowledge somehow add value and efficiency to the language component... that pure transfer is I think one of the core quests of machine learning for the last decade plus." - Oriol Vinyals…
"If a guy's been at salesforce.com for the last 5 years, he's never opened a new logo... why would you want to hire people from ServiceNow? They don't know how to do any pipeline generation." - Chad Peterman [00:05:25]
"Raise quotes too high, none of your sales organization... are making any money, morale is shit... you lose A players. You…
"The original career plan was to work and get a job that was a career plan." - Vimal Kapur [00:01:16].
"Our earnings growth is going to come more from the topline growth versus margin expansion not that we won't do margin expansion but we can't get from another 15% there's no headroom." - Vimal Kapur…
"I think this idea of recursive self-learning puts these models on a combination of overdrive and autopilot..." - [Chamath Palihapitiya] [00:03:54]
"I do think it's incumbent on all of us as Americans who are involved in the technology industry in one way or another to be advocates for... the positive optimistic possibilities that AI introduces..." - **[Gavin…
"Whenever you join a company work on this the sort of like hairiest thing that no one wants to work on because people will like you for it" - Yash Patel [00:03:54]
"Chain of thought is like a completely emergent behavior... the model reasoning whenever it answers your question and sort of spending time thinking correcting itself no one trained…
"I don't write code I prompt Claude And actually nowadays mostly what I'm doing is I have a Claude that prompts other quads So I don't even talk to Claude I have a Claude that's talking to my quads" - Boris Cherny [00:00:25]
"Before models... you would work for a really long time and you would see maybe like a one, two, 3% improvement in…
"The rate of new business creation on Stripe in March—it's up almost 2x year-over-year... it's a bigger spike than COVID and the pandemic and the lockdowns." — Patrick Collison [00:02:30]
"The time to reach these revenue milestones like a million dollars, $10 million, $100 million even of recurring revenue—it's down by roughly a factor of two." —…
"netflix used to deliver DVDs and envelopes and when the internet got fast they became a movie studio right it opened up an entirely new business something fundamentally different that's what happens with speed" - Andrew Feldman [00:00:00]
"you can't build something that that is a similar architecture right you're not going to get 15 or 20 times…