Shaun Clowes, CPO at Confluent, explains why data pipelines and data freshness represent the primary bottleneck in shipping successful AI products.
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Clowes: AI will entrench dominant enterprise SaaS incumbents over startups
“The most likely outcome is that the currently dominant companies are going to get more dominant. But I don't think this idea that it would just cause a spring up of a whole bunch of new, new apps that will more easily challenge the incumbents makes any particu…”
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Clowes: 10x product managers produce 100x return via leverage
“It must be true that if there's 10 times engineers, and I would argue there definitely are, there must be 10 times product managers too. But at the same time, those 10 times product managers, because product management is ultimately about leverage, so it's abo…”
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Clowes: AI product quality depends on data context, not replaceable models
“What will make my AI experience really great? It's definitely not going to be the models because like these models are mostly going to be somewhat replaceable and you could say, okay, well, is it going to be the prompts? Maybe, but you know, so many good promp…”
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Clowes: Business rules, not UIs, drive enterprise SaaS lock-in
“The real thing, which is staring everybody in the face, is it's all about the business rules. Like, that is what drives the lock-in.”
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Clowes: AI makes startup distribution harder by flooding channels with spam
“In the world of AI, it seems like distribution is more likely to get hard than easy. So, so like you know, if you think about, for example, diminishing returns on cold email, because cold email is getting easier and easier to send even worse spam. Like it soun…”
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Clowes: Top professionals are scribble-shaped rather than T-shaped
“It's interesting because people used to talk about people who are T-shaped or whatever. I've never really loved the analogy, because it's more like people are scribble shaped, like, I mean, like, there's the really best people you've worked with, they're more …”