Dust
4 statements across 1 episodes · 3 bullish · 0 bearish · 1 people on the record · first statement Nov 11, 2024 by Stanislas Polu · said 23 times in 4 episodes since 2024 · across every show →
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brought up most by Stanislas Polu (9), Alessio Fanelli (7), Shawn Wang (5)
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2025 1 mention in 1 episode
Everything said about Dust, oldest first
Nov 11, 2024
Polu: LLM workflow development requires a dozen examples to prevent overfitting
“I had the strong belief from my research time that you cannot create an LLM-based workflow on just one example. Basically, if you just have one example, you overfit. So as you develop your interaction, your orchestration around the LM, you need a dozen example…”
Nov 11, 2024 positive
Polu: Dust averages 60% to 70% weekly active penetration in enterprise accounts
“The highest penetration we have is 88% daily active users within the entire employee of the company. The kind of average penetration and activation we have in our current enterprise customers is something like more like 60 to 70% weekly active.”
Nov 11, 2024 bullish
Polu: Vertical AI agents have easier GTM but limited enterprise upside
“Vertical solutions have a good market that is much easier because they're like, oh, I'm going to solve the lawyer stuff. But the potential within the company after that is limited. So there's really a nice tension there. We, we're true believers of the horizon…”
Nov 11, 2024 bullish
Polu: The next generation will see billion-dollar companies with 20 engineers
“All generations of company might be the first billion dollar companies with engineering teams of 20 people. That would be so exciting as well. That would be so great. You know, you don't have the management hurdle. You're just 20 focused people with a lot of a…”