Santiago Rodriguez (@santiago_

We summarized hundreds of hours of team discussions into our State of Markets pt 2, showing why Tech is the everything cycle. Many takeaways to double click on from @DavidGeorge83, with the key message that we're still so early. Take consumer - currently having a moment with

David George

@DavidGeorge83

15h

Introducing our State of Markets pt 2, along with a companion podcast where we unpack the data and discuss what comes next. Tech is the everything cycle. Supply: putting the buildout in context, just passed railroads as % of GDP. The wisdom of Elon is real: the factory (or the

Most of the discourse over the last month has been zero-sum thinking of "what companies will get impacted the most". As @aleximm and I share below, "there is an optimistic possibility: less human browsing could mean more buying." Creative disruption moves us forward.

Most of the discourse over the last month has been zero-sum thinking of "what companies will get impacted the most". As @aleximm and I share below, "there is an optimistic possibility: less human browsing could mean more buying." Creative disruption moves us forward.

Who Gets Paid When AI Does the Shopping?

No one wants to be disintermediated. It happened to Yelp and Tripadvisor with Google. It happened to everybody, with Apple. As a general rule, marketplaces want to own the customer relationship and...

@hebbia is seeing the token explosion that first came to software development, then legal, and will soon inflect every professional vertical. Maybe we’ll soon be using ‘financial engineering’ to describe something outside of LBOs!

George Sivulka

@gsivulka

Sep 2

Weeks after launching Max, we’re growing faster than at any point in our history. In the last quarter: • DAUs have 3Xed… • Total LLM usage has 5Xed, across both frontier, and our own post trained models… • 40%+ of monthly active users use Hebbia on an average day, and 70%+

Santiago Rodriguez

@santiago__rdz

Jul 14

Platform shifts are often best explained by analogy. @gsivulka clearly articulates the challenges of deploying AI and how to solve them. “Now the work is making the trains run on time”

You just hired a million bad employees.

AI was supposed to replace human labor. It did the opposite. For the first time in history, humans are cheaper than software. And AI is creating more jobs than it eliminates. Technology has...

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