Blend

“I think it's probably, I think there's over two hundred million dollars of revenue in banks now, so it worked.”

“Oh, the talent is, I mean, that was sort of the, we've got, I mean, on par with, you know, the best engineers that I worked with at Palantir and at Blend, and what's cool about Anduin was they were a pioneer, like, Who would have thought that there would be th…”

“I mean, start a startup with your numbers, by the way, if you like look at the AI startup with your numbers would be valued at like three or four billion.”

“The best people are doing 80 to a 120 pull requests a month. And there's still a lot of people who are learning how to use these AI tools.”

“And, you know, but I don't think, I think companies that hire AI czars, like kind of a joke, to be honest. Either it's run like that top down or it's not.”

“One of the first customers that roll out autopilot, we did an analysis with them of how it impacted their operations. They took their mortgage closing process, which includes a lot of things in blend and some things out of blend, like the appraisal took it dow…”

“There's about four to five million mortgages happening this year, and Blend is about 20% of those. Maybe just under 20% of those.”

“I got us into too many pies at once. Instead of saying, this is our bet. This is what we're going to go all in on. And we were, we had bought, we had acquired a title company. We had started a home insurance agency. We had been doing, we'd expanded too many pr…”

“Yeah, we did in the, you know, in the, you know, like the high one tens, one twenties range last year, and we'll be, you know, growing roughly, call it, we, there's nothing public that we've shared here, but the analysts have us growing at roughly 10 ish perce…”

“From just the early pipe, we have about ten million of early pipeline for Autopilot. We only priced it this past month in April and started our sales keep actually talking to customers who have turned it on. We already have double digit 1,000,010 plus million …”

“Your market cap is in the range of three hundred fifty million. And so you're literally trading at less than three times last year's revenue. Despite having probably as much AI deployed as anyone in this sector and hopefully gonna accelerate profitably.”