Graphite

“It wasn't until later like, the graphite acquisition, where they started thinking about acquisitions in terms of strategic direction. And of course, that was a much larger acquisition.”

“Merging is the, it's the wall that everyone is hitting right now. I think the company that's best poised to solve it is graphite.”

“The graphite that I brought here is actually from a Japanese company, right? No one's even processing that stuff in the U.S.”

“We just posted an original piece of original research showing that half of the content published on the internet is generated by AI.”

“Companies that we work with started in January and it started one because of more adoption, but two is because the answers became a bit more clickable. You have maps, you have shopping carousels, you have clickable cards. So I think the clickability of the ans…”

“So the strategy is find a thread that is a part of a citation that you want to show up in, say who you are, say where you work, and then give a useful piece of information, and that works really well. And that sounds simple if you're not in the growth mindset …”

“One out of 20 landing pages drive roughly 85% of all your traffic. So 19 out of 20 landing pages drive little to no traffic”

“My general suggestion is pick the one that, pick the cheapest one that does what you need. Just like keyword tracking, you can only, you know, there's not a premium version of keyword tracking. You rank number three or you don't. So pick the keyword tracker th…”

“We did a study looking at thousands of questions and saw the citation overlap with Google search results was around 35% for ChatGPT and Google. So not that much perplexity was around 70%”

“It was around 10 to 12% of content in Google search and in ChatGPT are AI generated. 90% or not.”

“We found that there's more AI generated content on the internet than human generated content. So back to the common crawl study, we looked at a 100,000 different URLs over the past five years. And then you can see this curve where AI generated is now higher th…”

“And that itself was kind of a year and a half, like journey through the forest of trying different dev tools ideas, like not finding anything that was really working. And I think we had like six or seven months of runway left at the time when we raised the ser…”

“We raised, when we raised the A, we were six or seven people on, on the team. So very early on, totally pre-revenue entirely in closed beta with you know, the good, a good group of users, but very far, very much building just an individual product, like Quite …”

“Today we have companies like Shopify, Snowflake, Figma, many of the largest and fastest moving teams out there that that run their code review process and their outer loop on Graphite.”

“We raised our seed round right at the start of the company. So we had we had two and a half million at that point”

“Some things are features, not, not products or companies. And I think that what we, and also some things I think can only they can't really exist as standalone companies. They only really, they're only really like internal tools that they can't really break ou…”

“So, so what we said was basically like, let's, let's work entirely on what became graphite for a month. And we said, if by the end of the month we can get to, I think it was 20 or 30 engineers that, at companies that we know, I don't know, like name, like know…”

“And I think we ended that month with 50 that grew to a hundred in, in the next month.”

“Today, the pricing is if you're under if you're 10 or fewer engineers per month, We're a ton of your engineers on your team. It's free. After that, if you're over that amount, it's either 29 or 25 dollars per per seat per month for the core code review platfor…”

“It was about 12, it was about 12 months from when we started charging in, in the beginning, and we had, I mean, the nice thing was, like, we had the core we had, like, that That core customer, the core base of the users in the closed beta.”

“Having like All of Shopify's engineers, like, relying on, on Graphite Daily is, ah, it's really exciting to see.”

“We made a change in pricing in that, that better aligned with kind of how, how companies wanted to buy graphite pretty much in, you know, in the matter of, in a matter of like a couple of weeks like more than doubled our revenue from that and saw a lot of, you…”

“Our largest contracts are seven figures.”

“We had all of our money in Silicon Valley Bank when that when that collapsed”

“Over the next few years, we're going to see the increasing kind of adoption of silicon materials. And again, some silicon materials, not all, but some silicon materials will give you a Cost advantage over graphite. So on a per kilowatt hour basis, you'll have …”

“60% of manganese comes from South Africa, China, and Australia, and China sources 80% of the world's graphite.”

“China refines 90% of the world's graphite. And at the end of 2023, China restricted graphite exports in an effort to protect its own supply.”

“Long story short, graphite recycling is in its infancy, and it's pretty difficult to justify from a purity and homogeneity basis, and, you know, frankly, there, there's plenty of graphite in the ground, so, so it's hard to justify from an economic basis recycl…”

“Yeah, something like 95% is mined or processed or refined in China. So some of it gets extracted, let's say, in Australia, but then it gets shipped to China to process. So that's right.”

“There is, and it's a thermodynamic limitation. So it is the laws of the universe, it is what God gave us, and there is no getting around it. And we are at that limit in every lithium-ion battery today.”

“The thermodynamic limit of graphite, which is made entirely out of carbon atoms, is you need six carbon atoms to store a single atom of lithium. Whereas with silicon, you can take a single atom of silicon and store four lithium atoms. So that means instead of …”

“And to your point, they require dramatically less mining. They require really much less labor. These technologies are much more efficient.”

“So I think there'll, there'll be a place for graphite, but I would say in 20 years, silicon should be able to replace it in every nook and cranny.”

“And graphite is of course going to be one of the most severely challenged areas of battery materials, because today all graphite essentially is coming from China.”

“I mean, there are graphite facilities being built today that should happen very relatively quickly and have a chance to be producing significant amounts of graphite in twenty-twenty-six.”

“To do SEO well, I think it needs to fit into a broader product context and a lot of what's effective in SEO is actually making core product changes.”

“We have internal tools for things like what subtopics You need topical authority. There just aren't tools for that. So we basically built some in-house and we use that for when we're building strategies.”

“There's a few pages that cover probably 90% of all use cases.”

“You don't want a hierarchical tree structure. You actually want a very flat graph.”

“Consistently we'll see if you don't have good link spread, fixing it has significant opportunity, typically, 25% plus opportunity, even like a hundred percent opportunity sometimes if your links are really under optimized.”

“Where AI is really useful is actually all the other stuff that I talked about. So if you think about the workflow of creating content and start with, what should I be writing about? What are the subtopics? So like, 300 different keywords. What are the sub them…”

“On the anode side, it's going to be for this next decade, it's, we're still going to be living in a graphite dominated world with more and more silicon coming into the The anode, but it's still going to be mostly graphite”