Arc

“We've got over twice the torque of even the most premium boats out there, and we size up our propeller, which is, you kind of think of it like the tire for boats. It, it's what allows you to transfer power into the water. We have a bigger propeller so that we …”

“We brought our first product to market with less than twenty million dollars deployed, like delivered it to a customer.”

“So in particular, in December last year, OpenAI previewed its, ah, all three model, and they used a version of it that was, ah, fine-tuned specifically on Arc, and that showed human-level performance on that benchmark versus time.”

“And today, every single AI approach that performs well on Arc is using one of these techniques.”

“Spark is the, you know, the basis of our power plant, which we call ARC, and that'll be a 400 megawatt electric plant, a one gigawatt thermal plant”

“I actually think we're going to start to see agents start to work this year specifically because of progress on arc.”

“The company has raised, like, A hundred twenty million dollars, which is probably too much, and they already are having to pivot their own product roadmap itself because of the expectations”

“Just sort of objectively, language models do not work to beat Arc. And people have tried.”

“I am more confident actually that or I guess I would bet that the solution arc probably comes from an outsider. I think it's probably gonna come from somebody who's sort of not indoctrinated in the current way of thinking about language models and scale.”

“I think that they do such a good job of, like, amping you up for not only, like, the larger change that they're trying to make in terms of, you know, personal operating system, but of showing you to what extent their team thinks about the details of the produc…”

“We actually do have this PMF this kind of scoping MVP framework that we teach during ARC that I teach during product week. And it talks about, there's three columns, of course, there's three pillars that we break it into. And the first is what does the product…”

“There's companies like ARC, but also Ceronic, and Roll with their dive platform that are building new versions of vessels from the ground up with modern day assumptions on how should these vehicles operate in a digital world.”

“And for the past eight months or so, we've been growing over 10% every single week.”

“Do not think that will continue. If anyone is listening, I would be shocked if we continue like that for another eight months”

“So once again, we don't look at DAU retention. We don't look at weekly active user retention. We really just look at D five D seven retention. Depending on the cohort, that's somewhere between low to mid thirties and low forties.”

“We're taking about six or seven public this year and 21, probably the same next year.”

“In a short period of time, they got five billion under management.”