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
Douetteau: AI model quality won't be the key bottleneck in 2-5 years
“I, for instance, don't think that the problem two years or five years from now of agents will be relevance, per se, as in the quality of the models. The problem will be very boring stuff, such as, is it the right data, or have we actually updated the data for …”
Douetteau: Generative AI lacks statistical consistency for business goal optimization
“Generative AI, as it is built today, is not meant to provide any consistency in terms of how statistically you reach a business goal through the output or through your predictions.”
Douetteau: Enterprises will always need traditional predictive ML models
“You will still always need as an organization to be able to build those models because there are actual business decisions in them. Like actual risk profile with conscious decision in it.”
Douetteau: Enterprises will run 500 to 1,000 AI agents
“Our vision is that enterprise at large will not have one agent, but like more, 500 or 1000 of them.”
Douetteau: Point-solution LLM capabilities will become platform features
“All of those capabilities could be startups by themselves, but the same way we thought about the platform required for the enterprise back in the day, 10 years ago, we think that for the world of LLM, all of those capabilities will just become features of plat…”
Douetteau: Enterprises will realistically run hundreds of GenAI apps in production
“It's actually fairly realistic for an enterprise to have hundreds Of Generative AI applications in production at some point.”
Dataiku CEO: Domain experts will not code anytime soon, despite AI Copilots
“And so I sympathize with, like, everyone that actually needs and have some domain expertise, but won't get into code anytime soon, even with Copilot or whatsoever, and that still need to leverage their data in order to get things done.”
Enterprises prototype with GPT-4 but shift to cheaper self-hosted models for production
“We see quite a bit of usage patterns where people would start GPT-IV for design and then decide to move to Essentially something cheaper, like nixtral self-hosted or nixtral self-hosted when moving to production.”
Most companies will run hundreds of AI automation systems within ten years
“I think that in the next five to 10 years, it will be actually Universally mainstream, as in most companies, a very vast majority of companies will have hundreds, if not thousands of automated systems that automate ordering and some form of cash management and…”
Douetteau: Enterprises won't use five to eight data tools in 10 years
“There is no way for the enterprise in the long term, if you move forward and put yourself from a, if you go forward by 10 years, that you have like five, six, seven, eight different tools that you use to manage the data life cycle. It will make no sense.”
Douetteau: Future data ops roles will bridge system scalability and ML metrics
“I think a challenge would be in the future to have, like specialized people for operations on data that will need to understand well scalability issues from a system administrator perspective, but also what F-one score is, because they will need to be, ah, sma…”
Douetteau: Dataiku was founded to address a global shortage of data scientists
“You had a need for the enterprise to do more in terms of data science, An ML, but a scale gap, because there was not enough data scientists on planet Earth in order to fill that gap.”
Douetteau: AI agents will combine predictive ML and LLMs for autonomous tasks
“What we will build are agents that are combining those models or those models together in order to do more autonomous tasks end to end.”
Douetteau: Enterprises must build proprietary AI agents to differentiate
“Then enterprise, in order to differentiate and be, transform themselves, will also need to build their own agents. On everything which is about stitching together the data from one vendor to the other, or the overall process, or the thing they actually built, …”
Dataiku reached $230M ARR and 600 customers as of September 2023
“And back then, we crossed 600 customers. We were two thirty million of IRR. Back then, and we have more than 1000 employees.”
Douetteau: Successful AI apps will likely need to switch LLM providers
“Because of the evolution of technologies and LLM out there, it's very likely that you will have to switch from one provider to the other over the course of your application, if your application is successful.”
Dataiku reached over $200 million ARR and 1,200 employees
“That Taiku is 10 years old as a company. And in terms of numbers, we are at north of 1200 employees and we ended up last year north of two hundred million of revenue of annual recurring revenue.”
Companies will adopt AI governance and self-assessments ahead of formal regulation
“I think that many companies will have to adopt this kind of systems a little bit ahead of time in order to manage some of the internal expectation in terms of control of AI or expectation on their customers, but also in order to be more ready when the complian…”
Future enterprise software will seamlessly combine visual, text, and code interfaces
“I think that there would be, there is a future of, let's say, Enterprise software where you've got system of exist mix of visual and text and potentially coding representation of things where you can navigate between code and clicking and talking to your compu…”
Generative AI empowers non-PhD software builders to create specialized vertical agents
“I think that what I see as very interesting with generative AI is that it's like a new Lego block enabling a new generation of hackers for many vertical applications. And there are like many, many, many, many vertical applications that can be built using and b…”
Douetteau: Enterprise AI adoption is probably a 20 to 25 year journey
“It's probably a 20, 25 years journey, and we are like one third into it.”
Douetteau: Most companies won't spend $200M-$500M building custom AI platforms
“Meaning they won't spend two hundred millions or five hundred millions in order to build from scratch a data and AI platform just because it's not realistic.”
Douetteau: ML on gigabytes of data moved from days to clicks
“Meaning a few years ago doing all those EV lifting of being able to do ML on a few gigabytes of data was possibly taking a few days to any seasoned data engineers. Today, you can actually do the same kind of achievement in a few clicks”
Douetteau: Machine learning will be automated in the next few years
“Credo number three, two, actually, is that I think that, well, machine learning is to be automated in the next few years.”
Douetteau: Global manufacturing will adopt data science within ten years
“So I guess that it will also get to global manufacturing in the next 10 years, probably.”
Douetteau: Winning companies will excel at putting predictive models into production
“So it might be that in the following decade, about, where everything will be about having intelligent connected devices, a company that will win will be companies that will be very good at putting predictive models in production, putting intelligence in produc…”
Douetteau: Top ENS math students realistically target winning a Fields Medal
“And very smart people. I think you're like in a group of 50 where the top 10 people there are probably expecting to get a field medal in their lifetime and have a decent sense of it.”