The Ledger
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Foster: Pure AI agents guess and waste tokens; deterministic workflows are more reliable
“Agents, agents, they kind of just guess what to do, right? And if they're smart enough, they guess right most of the time, but sometimes the agents guess wrong. And the second thing is agents are using tokens, right? We probably heard token maxing, right? And …”
Foster: AI weighs in on every high-stakes decision at Zapier
“Well, I would say like any high stakes decision, the AI is weighing in on now. Like, you know, there's sort of a seat at the table and, you know, the exec meeting and the board meetings and all that sort of stuff where we're asking the AI to like, Surface thos…”
Foster: Adding AI to Zapier's hiring loop improved hiring decisions
“I did notice The way we made decisions around hiring got better, in part because we added the AI to the loop.”
Foster: Zapier's War Council AI tool uses seven sub-agent personas
“So this, if you go to Zapier's GitHub, you can get a copy of the war council, but what this does is it spins up sub agents and these sub agents take on personas. There are seven sub agents that get spun up. So seven personas. Some of them are standing members.…”
Foster: Evening AI briefs provide more leverage than morning summaries
“I actually think this is way better than the morning brief. And the reason why is you could actually have the AI help you do stuff.”
Parr: Zapier pays Chicago market salaries, not San Francisco rates
“They've been remote from day one. They own, they pay against Chicago market salaries. So they don't pay San Francisco salaries.”
Parr: Zapier can reach a $50B valuation within five years
“Can it be worth 50? Yeah, definitely. Keep in mind, we're talking about like five years from today.”
Foster: AI workflow reduced end-of-day wrap-up from two hours to 15 minutes
“I used to spend like two hours at the end of my day, just like, You know, just trying to catch up on every little ticky tack thing that I sort of got roped into, and now that, like, two hours at the end of the day is down to, like, 15 minutes.”
Foster: Zapier Has Raised Only Around $1M in Primary Capital
“So we did go through YC and we raised about a million and change, but that's all the primary capital we've ever taken.”
Foster: AI drafts Sunday morning outreach for top ten customer accounts
“Every Sunday morning now I wake up with a list of, you know, 10 customers that I want to get in touch with. And it's got proposals for what I should say and what I should do and why I should do it and all that sort of stuff.”
Foster: Zapier's $5B valuation originated from a 2021 secondary sale
“That was a secondary number sale that happened in twenty-twenty-one, maybe?”
Parr: Zapier raised funding at a $5B valuation from Sequoia
“They recently raised a little bit of funding at a five billion dollar valuation by, I believe, Sequoia.”
Parr: Zapier bootstrapped to $60M-$70M in recurring revenue
“They bootstrapped it to like 60 or seventy million dollars in recurring revenue, and they did it very quickly.”
Puri: 'Zapier for sounds' could reach $100M in revenue
“I think there's a very simple company to build here. That's Zapier for sounds. That could be a SaaS company that, you know, I think it could do a few million dollars a year, but maybe it's more like Zapier. Maybe this is a bigger problem than I would have othe…”