The Ledger, every show

“Take opening Ionanthropic alone, right? Let's just say they have a combined revenue probably of like eighty million plus, right? Or eighty billion, sorry, plus right now up from like basically zero a few years ago.”

“I just don't think we're ever going to get to a point to where like a, an AI model can like have infinite context window. Right. And I think there's like a physics to that, right? Like you could just literally only have so much attention on like so much, you k…”

“Basically none of it was true. And I mean, the surprising thing to me was how viral this tweet went when, frankly, like I actually looked back at this person's other tweets. I think they worked at CB insights. And the irony is like the whole point of that busi…”

“I mean, today you might have, like, call it, thirty million developers. That's the number that Stripe always quotes. Maybe that actually will expand to like 50 to a hundred million developers. ... And then on top of that, like it would be perfectly rational fo…”

“Every single business Should be creating apps this way and probably replacing is, you know over the next few years, like old legacy software with this.”

“I'm just very strongly of the belief that short of AGI, I think we're gonna have a really hard time having fully automated you know, Cogen agents that replace the need for no code, because You actually want to generate the outputs in no code because for a long…”

“So as long as we haven't had AGI, I don't think we will have Turing bots or AI code writers that are able to fully automate in a satisfactory way, the building of a complex app”

“There's a potential world that was certainly not guaranteed where we find ways to use more human potential and employ more people because each person is made more productive by AI.”

“So we are nowhere near, in my opinion, the tornado of every enterprise just knows they want AI in, in in heaps and is very ready to go and grow their own resources at deploying AI into every quarter of the company, right? Maybe that'll happen. Maybe the train …”

“If we do well at executing on the durable growth playbook, we figure out, you know, how to sell differentiated value into the enterprise and do it repeatedly you know, there will, you know, for sure be a breakeven point where we are worth our previous valuatio…”

“Microsoft has a product called list that is. In many ways, like a direct, you know, kind of attempt to replicate air table. We think we have a lot of product advantages over that product, but you know, it's a much more direct play against air table. Google has…”

“We think that this category could be worth literally tens of billions, if not hundreds of billions of dollars in the future, right? This is going to be as big or bigger than cloud computing.”

“90% of spreadsheets are not used for kind of their intended purpose of numerical analysis, but really, you know, they're used as a makeshift database.”

“One of the benchmark partners sent out this memo about, like, you know, it was basically a wake-up call to all of the portfolio companies to, like, you know, get with the program and, like, really radically rethink how you operate your business, like, immediat…”

“Where I see the landscape fragmenting into like, there's going to be really easy, fun kind of prototyping tools and products that are kind of like easy to get started with, but then ultimately don't scale with you as you want to become like a real serious ente…”

“Now we have a weekly, Basically sprint check in on all of our AI execution stuff, which now is like half the company or half the EPD org is working on AI capabilities.”

“It's still not there yet, because it doesn't feel right. I mean, if you just talk to it, like, it doesn't feel like a human, but I think that will be a frontier that we just, we pass or across in the next year or two.”

“In some cases, I think you can create like hyper engaging consumer engagement consumer experiences that Like, actually could be even more addictive than you know, social media is today, right?”

“But then there's still a massive long tail that an aggregate, I think is like, you know, trillions of dollars of economic You know, value or labor value equivalent that is just waiting to be sought for with, you know, a platform that has data, that has workflo…”

“We also are forecasting a next 12 month revenue growth rate of also top decile growth.”

“We've been growing revenue every single month, like of our existence”

“I think services companies will definitely play a very important role. For how long and how much of the cake they take versus application companies, your guess is as good as mine. But I think especially in these early innings, the services companies are going …”

“Having a really, really robust platform or solution that comes out of the box with all of these capabilities, which, you know, candidly, I don't think exists yet.”

“I think that model is going to become increasingly, you know maybe not obsolete, but just It's gonna be increasingly outdated relative to this new you know, product-led approach”

“When we went out and raised our first few rounds of funding a ton of the investors out there, you know, they would basically give us a feedback of, Hey, we think you're really, you know, you've built this really cool product... And yet we think your entire bus…”

“We certainly have plans from a platform standpoint to enable even more extensibility of our product and create an ecosystem of application developers on top of Airtable that help add that kind of final mile of solution specific functionality to Airtable so tha…”

“And I think the next five years are really about us Taking that starting point and really further bolstering and extending what you can build on top of Airtable. And namely, I think to offer more layers of customization into the platform itself so that when it…”

“In Airtable, we spent a lot of time up front investing in the first real-time synchronized relational database engine out there.”

“They did also issue a correction though all in did a follow-up episode a few, few I think weeks later saying like, hey, like, you know, we got the numbers wrong, like you know, we were revising our case and kind of a view on Airtable.”

“I'm pretty sure I'm still the I just checked this recently, but like I take pride in being the number one most expensive An inference cost user of Airtable AI not just within our own company, but I think for a long time I was globally across all our customers …”

“Even when we had to do, ah, two riffs, right, that, that significantly, you know, kind of reduced our head count, you know, we had just, like, way too quickly grown and overscaled the business at a certain point but even when we did our riffs, we were still ac…”

“There is now. There is now... It ends up being and I think they only recently exposed it. It ends up being like something on the order of like a dollar plus per research call”

“I mean, there, there's like probably tens of billions, not a hundred billion dollar plus GMV in commerce dollars that are getting transacted through live shopping.”

“Like, I think that's a, there's going to be a very large business to be created there, right? Like Buzzfeed, you know, hustle, et cetera. Like, you know, all of these were like high growth businesses in that era. Of news. And I think now there's going to be a …”

“I think we're going to see more and more people who are actually more artists than technologists and think about like the artistry of like, what is consumer psychology and behavior look like when you have this new paintbrush, which is like AI powered experienc…”

“They were kind of splitting the role into two constituent pieces and actually making those into explicit roles that were complementary, which are product marketing and then program management, right?”

“50% of the Fortune 500 are paid customers.”

“We're in the hundreds of millions of revenue, and we would have ended last year as a top decile grower amongst public SaaS companies.”

“And as of Q four of this past year, and now we just completed Q one, we are cashflow positive as a business.”

“We have, you know, still a billion of capital nearly in, in the balance sheet and like, you know, we're now profitable.”

“We got more virality driven by expansion within enterprises, real large companies. Right. And you know, seeing like that initial user go to five to 10 to 50 to hundreds to thousands that actually drove a lot of our PLG. So PLG actually for us happened as much …”

“I think with Gen AI, we're gonna see more and more use cases get you know, get powered by AI, right? And it's gonna attack all these different functions, industries, et cetera piece by piece, and so the total amount of disruption in that is, I think, just a lo…”

“OpenAI, for instance has an amazing model offering but right now they don't have a way for you to deploy in a, you know, self-hosted way inside your own infrastructure if that's something that, that you care about, right?”

“And of course, there are going to be open source models that help bridge that gap. You're going to be able to adopt your own models that are pre-trained.”

“When you think about like Microsoft's co-pilot offering, it's going to add significant ARPU to every single seat of office, which is a massive install base, right?”

“Personally, I don't know if there's anything particularly special about next year. I mean, I think every month, That goes by enterprises are getting more savvy about AI. You know, I'm seeing it in my conversations with enterprises, you know, today versus three…”

“Some enterprises I've talked to, they literally have thousands of SaaS products, and they're trying to consolidate down you know, 50 different collaboration tools into three, right?”

“I think we went from, you know, one to ten million in revenue in a little over a year.”