The Ledger
Every statement that passed quotation and attribution checks. Mix any filter with any other: certainty 1/5, debate potential 5/5, or both at once.
why aren't all 24 resolved? a statement only gets an assessment when the public record can support or contradict it. opinions and what-ifs never can, and 0 checkable ones are still open, waiting for their date. predictions held up or didn't; assertions are supported or contradicted. on every card: ▮▮▮▮▮ certainty · ▮▮▮▮▮ debate potential. speakers are clickable
Habib: Writer's largest models match GPT-4 quality at lower hosting cost
“Now we've got 18 models. The biggest ones are GPT-IV level quality, but at a fraction of the cost of hosting. Super, super fast for the enterprise use cases that That our customers run them on.”
Habib: AI capabilities will outpace most organizations' capacity to absorb them
“And I do think the capabilities that are possible are gonna outstrip most organizations' capacities to absorb them, for most of their employees to absorb them without a lot of effort.”
Habib: Writer qualifies out enterprise prospects with weak champions, even CIOs
“And so our team is really good at politely declining to engage, right? Not just because the use case doesn't fit or it's not ICP, but we qualify the champion out, even if it's a CIO.”
Habib: Writer has the potential to become a 400 percent NRR company
“I think this should be a 400% NRR company.”
Habib: Current transformer architectures fail at enterprise agentic workflows
“You know, our kind of tests on inference on quality for agent use at work. It's just transformers. Just, it was current capabilities, really not able to do what we wanted them to do. And so new architectures that we're working on are super, super promising.”
Habib: Vector databases fail at RAG retrieval beyond 50,000 pages
“Like, it's fine when I am, I've indexed 50 pages, but when it goes to 50,000, you know, I can't get this needle in a haystack out of my kind of VectorDB approach.”
Habib: Unequal AI access will cause 100x more inequity than language barriers
“Being able to use AI or not, Is likely to create a hundred X more inequity in society than all of us speak in different languages.”
Habib: Enterprise champions target $100M in cost reductions using Writer
“Showing people that we've got champions who are signed up with procurement to take a hundred million dollars of costs out of their organizations completely built on writer.”
Habib: Enterprise innovation and POC budgets are easily cut distractions for startups
“I think, you know, the deals around POCs and innovation and, you know, sort of, I call it funny money. You don't really want that stuff, actually. I think that is a distraction, because it's easy to cut. Your team will have spent a lot of time, and it'll be fo…”
Habib: Scaling GenAI in SMB and mid-market is hard due to switching
“And I think it is just so much easier in mid-market and SMB from a functionality perspective to just switch, right, to something else, especially in generative AI where it'll be confusing for a while. It's gonna be hard to scale a big business if your buyers a…”
Habib: Most enterprise buyers reject data sharing and Azure AI vendor lock-in
“And for us, the vast majority of enterprises we talk to, that stuff can't leave their environment, and they're not excited about the kind of lock-in that an Azure AI requires, right?
And the way that that scales the amount of engineering effort that's required…”
Habib: Writer runs without regular one-on-ones to preserve asynchronous culture
“And so we're able to have a really low meeting culture as a result because, you know, we are able to do things as a group. That meeting is 90 minutes. Sometimes it goes two hours, a little bit longer. But, you know, as a result, I don't really have one on ones…”
Habib: Writing is the last unstructured enterprise business process
“Writing is super strategic, but is the last unstructured business process that a company does.”
Habib: Most impactful enterprise AI sits between raw APIs and generic copilots
“And the most impactful use cases really sit in between kind of those two poles, but it is really hard, expensive, and time consuming to connect large language models with customers' data, with AI guardrails, with business users and business logic.”
Habib: Post-ChatGPT, Writer shifted to selling directly to IT and AI leadership
“Over the past year, we have really been selling to IT and the office of the head of AI. And then they really bring us into that first sort of big impactful use case.”
Habib: Enterprise generative AI adoption concentrates in CX and expert assist
“And it really tends to be one of two flavors, either a customer experience Use case. So that can be marketing or digital or a we call them expert assist. So a knowledge management type of use case.”
Habib: Writer deliberately refuses to build chatbots or ticket deflection tools
“We don't do chatbots. We don't do ticket deflection. No one's gonna build something that sits on a website.”
Habib: Enterprises should use GPT-4 for zero-shot tasks without proprietary data
“If it's zero shot, they don't need any data, right? And it's not medical, it's not financial services, and it doesn't need to be on-prem, they should use GPT-IV.”
Habib: Writer deliberately refuses to work with agencies, SMBs, or mid-market
“We don't work with agencies. We don't work with SMBs. We don't work with the corporate segment.”
Habib: Founders debating openly in leadership meetings reduces company politics
“It also really reduces politics for folks to see that, right? We have an executive meeting every other Monday, and then on the alternate weeks, it's a team leads meeting. So smaller meeting, a big meeting, but all leaders in the company. And, you know, we don'…”
Habib: Goldman, Vanguard, and UnitedHealthcare use Writer's industry-specific LLMs
“We now have a Palmyra financial services model, you know, customers like Vanguard and Northwestern Mutual and Goldman use a medical model that United Healthcare and other healthcare customers use.”
Habib: Writer deployed across 21 brands and 30 use-case families at L'Oréal
“We rolled out to 21 brands at L'Oreal, right? We know the thirty-ish use case families that we did across that whole company.”
Habib: Writer's smaller enterprise accounts maintain over 160 percent NRR
“I like to strip that away from deals that are bigger than a certain amount and then look at the NRR on just smaller accounts, right, who've got lots of optionality. That's still a 160 something percent NRR, which is amazing.”