Sam Smith-Eppsteiner

1 appearance on the record.

computed by AI from the episodes · how this works → · full disclaimer →

8statements → 4claims → 3claims resolved → 67%fully supported → 3.5/5average certainty → 1.88/5average debate potential → ≈4.5/5argument clarity, estimated →

2 supported 1 partly supported 0 contradicted 1 not checkable as stated how the 4 claims stand · each chip opens the sources

1 prediction · 3 assertions · 2 opinions · 2 insights · every statement was checked. The prediction and assertions are the 4 claims: statements the public record can support or contradict. 3 are resolved, and 1 names no date, number or outcome precise enough to check. Everything else (opinions, insights, what ifs, disclosures) can never be settled by the record, so it carries no assessment.

The record, in short

What the tape says about how Sam argues and how the claims held up. Everything they said, and everything said about them, is in the tabs below.

Their most notable supported claim

Assertion Supported

Smith-Eppsteiner: Some law firms use Anthropic directly over Harvey

“Like I know law firms that are using Anthropic instead of Harvey or legal AI tools, so there's definitely anecdote on both sides.”

Sam Smith-Eppsteiner Apr 4, 2025 ▶ 5:04 Specialized AI brains for physical industry

Expressed certainty vs assessment result

none yet certainty 1

none yet certainty 2

50% certainty 3

100% certainty 4

none yet certainty 5

weighted support: a fully supported claim counts one, a partly supported claim counts half. Each filled bar is clickable and opens exactly those claims; "none yet" means nothing said at that certainty level has resolved yet

How they sound: not measured why? →

We measure speaking style by listening to the audio itself, and a fair number needs at least 2,000 words from one person on tape we have measured. There is too little of Sam Smith-Eppsteiner on measured tape to publish a rate. This says nothing about how they speak.

What they said8 Episodes1

Everything Sam Smith-Eppsteiner said on Catalyst that made the record, most notable first. Filter by type, assessment or year in the ledger →

Prediction Not checkable as stated

Smith-Eppsteiner: AI companies face 40% to 70% gross margins from inference costs

“Like, inference cost is non-trivial. I think for a bunch of the AI companies, both in our portfolio and that we've seen you know, this is, like, not going to be a 90% margin SaaS. Like, we may be talking about 40 to 70% gross margin based on inference costs.”

Sam Smith-Eppsteiner Apr 4, 2025 ▶ 33:43 Specialized AI brains for physical industry

Assertion Supported

Smith-Eppsteiner: Some law firms use Anthropic directly over Harvey

“Like I know law firms that are using Anthropic instead of Harvey or legal AI tools, so there's definitely anecdote on both sides.”

Sam Smith-Eppsteiner Apr 4, 2025 ▶ 5:04 Specialized AI brains for physical industry

Assertion Partly supported

Smith-Eppsteiner: Last multi-billion hardware engineering software started in 1990s

“If you look at, I think we were looking at once you know, companies that have built sort of multi-billion category defining products selling to hardware engineers, and the last one was started in like the nineties. Maybe even the eighties.”

Sam Smith-Eppsteiner Apr 4, 2025 ▶ 6:56 Specialized AI brains for physical industry

Opinion

Smith-Eppsteiner: Foundation AI models struggle with blueprints and technical diagrams

“I think the reality is these models are just not that good today at sort of understanding you know, a very technical diagram, a blueprint, because they haven't seen enough of them.”

Sam Smith-Eppsteiner Apr 4, 2025 ▶ 9:24 Specialized AI brains for physical industry

Insight

Smith-Eppsteiner: Prompt engineering reaches 70% to 90% of performance

“In talking to, you know, founders who are actually building, it seems like prompt engineering can get you quite far, right? So like, it's widely variable, but let's say you can get to like, 70, 90% of where you need to be from a performance perspective.”

Sam Smith-Eppsteiner Apr 4, 2025 ▶ 14:26 Specialized AI brains for physical industry

Opinion

Smith-Eppsteiner: DeepSeek proved low-cost, small models are viable for startups

“Like DeepSeek and others have shown, they're Is a path to sort of lower cost, smaller models that are viable for startups to build.”

Sam Smith-Eppsteiner Apr 4, 2025 ▶ 15:59 Specialized AI brains for physical industry

Insight

Smith-Eppsteiner: Agentic AI works best on annoying, error-prone, or seasonal tasks

“What's a good fit is anything where the work is annoying, like, where the person who's doing it actually doesn't like doing it, finds it frustrating for whatever reason Is where the work is already error-ridden. I think that's very common where you have to ref…”

Sam Smith-Eppsteiner Apr 4, 2025 ▶ 22:06 Specialized AI brains for physical industry

Assertion Supported

Smith-Eppsteiner: Hubflow automates trucker scheduling without altering receiver workflows

“Hubflow is automating that for the trucker, but the third party, the receiver, actually has the same exact workflow. Like, to them, it's invisible.”

Sam Smith-Eppsteiner Apr 4, 2025 ▶ 23:01 Specialized AI brains for physical industry

Appearances (1)

Episode	Date	Speaking time
Specialized AI brains for physical industry	Apr 4, 2025	19m

Sam Smith-Eppsteiner

The record, in short

Their most notable supported claim

Expressed certainty vs assessment result

How they sound: not measured why? →

Appearances (1)

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