The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 
every show 44 of 44
Hsu: AI workflows, not chat or agents, are the next value driver
“So we think sort of the AI workflow space is a really exciting space, and I think that is the next step in sort of delivering a lot of business value by AI. I personally don't think it's, you know, via chat or, you know, via agents quite yet, so.”
Enterprise AI skepticism will surge without clear returns within a year
“I do think that based on what we are hearing from customers, if we're not seeing returns in like a year or something, there will be more skepticism. So I think there is like a it is time bound, if you will, so.”
Future Llama models will match frontier GPT models if progress slows
“As AI progress slows down, so if we get like Llama-IV, Llama-V for example, maybe it's a comparable at that point, like GPT-V or GPT-VI, like, It made it to the point where it was like, look, I just want to use Lama. Like, it's, you know, safe for me to, you k…”
Retool survey found GPT-4V NPS was around 14 vs 45 for GPT-4
“GPT-IV.V. MPS, I want to say it was, like, 14 or something, like, it was, like, not high, actually. But the GPT-IV MPS thing was, like, 45 or something like that”
Hsu: 95% of Retool customers are developers
“Like, 95% of our customers actually are developers, actually.”
Every internal enterprise app will be AI-infused within three years
“Practically every app, every internal app especially, is going to be AI infused over the next, like, three years.”
Hsu: Open-source AI infrastructure and tooling is going to win
“We think the open source movement in AI, especially when it comes to all the supporting infrastructure, is going to win.”
Hsu claims DoorDash is the only major startup built from landing-page testing
“The only case where I know this might potentially have worked was I think it was paloaltodelivery.com or something, which then became DoorDash. I think it's the only sort of recorded case of this ever actually working, but if you look at all the other sort of …”
Many 2013–2017 startup founders held only single-digit equity by IPO
“If you look at actually a lot of founders in sort of, you know, the operations, statistics space, or, you know, those that fundraise, like, you know, 2013, 20 17, a lot of the founders by IPO only have a few percentage points, actually, for company.”
Retool reached a $1B valuation in 3.5 years with three employees
“I think if you look at Retool, you know, I think the company is, what, three and a half years old, so, you know, by all sort of means, it doesn't look like it was that slow, you know, reached a billion after an evaluation, at least, at three and a half. And ye…”
Hsu plans for Retool to eventually power all general software development
“Yeah, well, we're still very, very, very, very far away from our goal. Our goal is to be the way software is built. And today, point, you know, zero, zero, zero, zero, zero, zero, one bits of software is built in Retool today. So, you know, we're starting with…”
Hsu: Retool has never built custom features for a single customer
“We have, I think, basically never built anything specific for one customer”