The Ledger
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Scaling compute and GPUs alone won't yield autonomous enterprise AI
“I'm not an expert in the field, but I believe that this is gonna we need Another giant leap of innovation to get there. I'm not sure just throwing compute and increasing the number of GPUs without some fundamental discovery, it's gonna create this.”
UiPath's specialized models will outperform GPT-4 on enterprise document tasks
“But in the end, we will beat, you know, any performance of GPT-IV or whatever, and they would be extremely reliable.”
Future AI systems will rely on small, dedicated models for routine tasks
“I don't think so, because I think nature is pretty smart. And if you look at how our Brain operates. We have a very good cognitive engine, but we are not using that cognitive engine to do trivial tasks. It's way too expensive. If you want to learn to swim or t…”
LLMs cannot be used autonomously in enterprise production today
“You cannot use an LLM in an enterprise production in an autonomous fashion today. It's simply impossible because of the hallucination aspect and the lack of reliability.”
Dines: UiPath founder maintains a controlling stake in the company
“Even today I have a controlling stake in UiPath.”
UiPath generated more revenue in Japan than the US in 2017
“Japan, in 2017, was a country that brought us more revenue than US.”
UiPath has never written custom code for a single customer
“Even today, I don't think we have a line of code built for one customer.”
Dines: Most of UiPath's current product relies on ideas from 2011–2013
“Even today, most of our the way our product works is based a lot on the ideas, you know, that we incubated during these two years.”
Dines: Earlybird Digital East accepted common shares in UiPath seed round
“They ended up signing common shares in the end.”
Dines: UiPath Orchestrator scales to hundreds of thousands of automations
“So then we've built all this, a product called Orchestrator, That is capable of scaling 100,000 of automations, or thousands of runtimes, and make the communication between them via queues, and you have, it's a pretty sophisticated system.”
Dines: Human-Supervised AI Assistants Will Precede Autonomous Agents
“So this is why, in my opinion, the first We will get to autonomous agents, but by going through, first, we will have to have this digital assistants that work under people's supervision.”
UiPath's first customer paid $10,000 without negotiation after Dines guessed the price
“And he asked me, how much do you want for a license? And I thought, look, I had no idea. So, In a, on a, you know, on a hunch, I said, like, 10,000 dollars, and next day, basically, he wired the money without any negotiation, nothing.”
UiPath made at most $200,000 per year until 2013
“So for a few years, until like, 2000 13, We were basically an OEM SDK business. Not very lucrative. I think most, I think at most we made like 200 K per year, which is kind of enough for it. It was like five people in the company, five developers.”