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.
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every show 44 of 44
Crivello: WordPress is a commercial failure despite powering 60% of the web
“WordPress is a commercial failure. They run 60% of the internet, and they're, like, a fraction of the size of even Substack, right?”
Crivello: Tech workers outside SF lack judgment or ambition
“I think at this point, if you are in tech, especially in AI, but if you're in tech and you're not in San Francisco, you either lack judgment or you lack ambition. It's one of the two.”
Crivello: Lindy AI agents perform better than humans for most use cases
“I think the bar is it needs to be better than a human. And for most use cases we serve today, it is better than the human, especially if you put it on rails.”
Crivello: OpenAI's GPT-4o Is Overhyped and Poor for Agents
“I think four O is overhyped. Frankly, we don't use four O. I don't think it's good for agentic behavior.”
Crivello: Every major remote success story lost to an in-person competitor
“In every one of these examples, you have a co-located counterfactual that is sometimes orders of magnitude bigger.”
Crivello: Remote work optimizes for cost; building creative software requires in-person collaboration
“If you're optimizing for cost, absolutely be remote. If you're optimizing for creativity, which I think that software and product building is a creative endeavor, if you're optimizing for creativity, it's kind of like composing an album. You can't do it on the…”
Crivello: Putting AI Agents on Rails Maximizes Reliability and Usability
“The more you can put your agent on rails, one, the more reliable it's going to be, obviously, but two, it's also going to be easier to use for the user, because you can really, as a user, you get, instead of just getting this, like, big, giant, intimidating te…”
Crivello: A Few Very Big Horizontal AI Agent Platforms Will Dominate
“I think AI is going to completely penetrate every category of software, but then I also think there are going to be a few very, very, very big horizontal agents that serve a lot of functions for people.”
Crivello: AI Agent Software Will Create Trillions Replacing Human Labor
“It's going to sound like an exaggeration, but it is a fact that it's going to create trillions of dollars of value in a few years, right? It's going to, for the first time, we're actually having software directly replace human labor.”
Crivello: The Bitter Lesson applies to agent cognitive architectures
“I think people fail to truly, and me included, they fail to truly internalize the bitter lesson. So for the listeners out there who don't know about it, it's basically like you just scale the model, like GPUs go brrr, it's all that matters. I think it also hol…”
Crivello: Infinite and cheap context windows will arrive within 18 months
“Now we just assume that infinite context windows are going to be here in a year or something, a year and a half and infinitely cheap as well. And dynamic compute is going to be here. Like we just assume all of these things are going to happen.”
Crivello: Marc Andreessen Blocked Him on Twitter Over AI Safety Views
“Like at some point, Marc Andreessen blocked me on Twitter and I, it hurt, frankly, I really look up to Marc Andreessen and I knew he would block me.”
Crivello: 60% to 70% of user agent prompts are meaningless
“Some, I would say, 60 or 70% of the prompts that people type don't mean anything. Me, as a human, as AGI, I don't understand what they mean. I don't know what they mean.”
Crivello: A GUI is always better than pure text for agent workflows
“It is actually, I think, whenever you can have a GUI, it is better than to have just a pure text interface.”
Crivello: Tech industry will not fix OAuth for AI agents before AGI
“I'm not optimistic On us actually patching OAuth, because I agree with you ultimately, like we would want to patch OAuth, because the new account thing is kind of a cludge. It's really a hack. You would want to patch OAuth to have more granular access control …”
Crivello: Selling AI EAs to CEOs Fails Because CEOs Won't Tinker
“The problem with EA is, like, the CEO has no willingness to actually tinker and play with the platform.”
Crivello: Do not build custom eval tools; use existing solutions instead
“I wouldn't recommend it to build your own eval tool. There's better solutions out there, and our eval tool breaks all the time, and it's a nightmare to maintain, and that's not something we want to be spending our time on.”
Crivello: Tasks capable of using APIs must stay API-driven over computer use
“My philosophy about it is anything that can be done with an API must be done by an API or should be done by an API for a very long time.”
Crivello: Top-down legibility inherently degrades bottom-up system performance
“Anytime you make a system more understandable from the top down, it performs less well from the bottom up. And it's fine if that's what you want, but you should at least make this trade off with your eyes wide open. You should know I am sacrificing performance…”
Crivello: Linear executes on a known category rather than novel software
“Linear. I look up to a huge amount, like such amazing product builders, but they know what they're building. They're building a task tracker.”
Crivello: San Francisco's tech network effects cannot be broken
“Once there is a network effects that are just so incredibly powerful, they can't be broken, really. And we tried with San Francisco, I tried with San Francisco, like during COVID, there was a movement of people moving to Miami.
Co-Host (Founder of Smol AI): Yo…”
Crivello: AI has 10% p(doom) and 90% chance of disease-free utopia
“My PDOOM, insofar as I can quantify it, which I cannot, But if I had to, like, my vibe is like, 10% or something like that? And so there's also like a 90% chance that we live in like a pure utopia, right? And that's awesome, right? So like, let's go after the …”
Crivello: AI risks exist at model layer, not application layer
“I know that it's very self-serving to say, oh, you know, like the downside doesn't exist at my layer, it exists at like the model layer. But truly, look at Lindy, look at the Apple building. I struggle to see exactly how it would like get up and start doing cr…”
Florent Crivello: Lindy is to LangChain as Airtable is to MySQL
“We are a no-code platform letting you build your own AI agents easily. So you can think of, we are to Langchain as Airtable to MySQL. Like you can just pin up AI agents super easily by clicking around and no code required. You didn't have to be an engineer and…”
Crivello: Early AI Agent Builders Overestimated LLM Capabilities
“I think many people, when they started working on agents, they were very LLM-peeled and ChatGPT-peeled, right? They got ahead of themselves in a way, and as included, and they thought that agents were actually and LLMs were actually more advanced than they act…”
Crivello: Users Add Delays to Fake Google Accounts to Disguise AI
“One pattern we've started to see is people provisioning accounts for their AI agents. And so in particular, Google Workspace accounts. So for example, Lindy can be used as a scheduling assistant. And so you can just CC her To your emails when you're trying to …”
Crivello Often Skips Meetings and Queries His Lindy Agent Instead
“Because I know I can have this sort of interactive Q&A with these meetings, it means that very often now I don't go to meetings anymore. I just send my Lindy. And instead of going to like a six-minute meeting, I have like a five-minute chat with my Lindy after…”
Crivello: AI agents get confused with too many memories
“Agents still get confused if they have too many memories, to my point earlier about that.”
Crivello: Separate agents by job to be done and target audience
“I think of it in terms of like jobs to be done, and I think of it in terms of who is the Lindy serving.”
Crivello: Horizontal Platforms Win Because Core Infrastructure Is Universal Across Verticals
“And I think that the reason for that is because search in each vertical has more in common with search than it does with each vertical. And search is so expensive to get right. Like Google is a big company. That it makes a lot of sense to aggregate all of thes…”
Crivello: Vertical AI Tools Emerge First Because Horizontal Platforms Are Harder
“I also think it is natural for the vertical solutions to emerge first, because they're just easier to build. It's just much, much, much harder to build something horizontal.”
Crivello: AI Agent Community Will Mirror Webflow, Zapier, and Airtable Users
“I think the no-code tinkerers is the community. Yeah. It is going to be the same sort of community as what, yeah, Webflow, Zapier, Airtable, Notion, to some extent.”
Crivello: Future businesses will operate like Factorio with thousands of AI agents
“We actually very often talk about how the business of the future is like a game of factorial. It's like you just wake up in the morning and you've got your Lindy instance. It's like Slack and you've got like 5000 Lindys in the sidebar and your job is to someho…”
Crivello: Moonshots require greedy search execution rather than rigid planning
“As long as you have some inductive bias about like some loose idea about where you want to go, I think it makes sense to follow a sort of greedy search along that path.”
Crivello: Creative work defines direction, while execution focuses on magnitude
“By creativity, I mean, is it about direction or magnitude? If it is about direction, like decide what to do, then it's a creative endeavor. If it is about magnitude and just do it as fast as possible, as cheap as possible, then it's magnitude.”
Crivello: Lindy lets users configure different AI models per workflow node
“And you can see here for every node, you can configure which model you want to power the node.”
Crivello: Top Lindy Use Cases Are Sales, Support, and Personal Assistance
“There's a lot of like sales automations, customer support automations, and a lot of this, which is basically personal assistance automations, like meeting scheduling and so forth.”
Crivello: Lindy's calendar availability action requires roughly 1,000 lines of code
“So for example, one that is surprisingly hard is this find available times action. You would not believe this is like a thousand lines of code or something. It's just a very beefy action.”
Crivello: Lindy uses an AI PR reviewer reading 40-page bug guidelines
“We have like a Lindy PR reviewer. And it's really handy because anytime any bug happens, so the Lindy reads our guidelines on Google Docs. By now the guidelines are like 40 pages long or something. And so every time any new kind of bug happens, we just go to t…”
Crivello: Lindy Found 3–4 Instances of Agent Rickrolling Customers
“And I checked afterwards in, in the logs, we did like a database query and we found like, I think like three or four other instances of it.”