Every argument clarity score on this site is built from rows on this page. Each
question and answer was assessed with names hidden, the host's own answers included, on
four things from 1 to 5:
directness (does it answer the question asked), coherence (do the ideas follow),
precision (concrete details and clear references), compression (says a lot per word). The weighted
mix (30/30/25/15) is the exchange score. A person's published score averages their exchange
scores on raw tape only, at least 8 of them, shrunk toward the cohort mean.
Full method →
Answered raw tape
D 5 · C 5 · P 5 · Cm 4 4.85
Q And how did it shape your GTM and your all decision making?
A Yes. So we have never done open source before. Like, I don't think our team has experience in open source or what do you do with this? But I'll tell you, it was a chance meeting with, uh, Parag Agarwal, who now runs Parallel, who was the ex, uh, CTO of Twitter. And I was sitting with him and I was just generally chatting about the things and I had a question to him saying, should I just open source bit of this? I don't know what to do and why should I even do it? And he said that there's only two reasons you should open source. One, it is giving you, so you're building a product that you can't build in isolation and you need the community to help you contribute, et cetera. And second, it helps you build developer trust. So don't think of this as a distribution channel or a marketing channel. It builds, you want to build solid developer trust on your product. And that flipped our switch saying we want to do both of these. We don't know how to do open source, but we want to do both of these. We're building a gateway which will have, and today we support 2300 models. And this was probably 50 then. We're like, this is going to increase. Everybody will want to do new things. I can't solely say I will build everything. I will need to have the community help in building. And second, we want developers to trust the technology. Like all core technologies have to be trusted. So we decide…
AI assessment note: “we decided that we're not an open source company... we want to open source the core”
Answered raw tape
D 5 · C 5 · P 4 · Cm 4 4.60
Q And today, 24,000 organizations use Portkey in any form?
A Yes. Yeah. So we've had a very successful open source product. I'm quite proud that we were the first ones to call it an AI gateway when everybody else was calling it something else. We were like, AI gateway is the right term for it, and this is what people would use. So we've got a very large open source footprint. That's almost a half a half a million installs of the open source system across companies. But then we have Organizations that also bind to the commercial product, and that is a very wide base as well. We've also been able to have a lot of enterprises that are now deploying Portkey, and it's interesting, a lot of these enterprises now run almost all of their production traffic through Portkey, and that was the goal. So you land with an enterprise with one team, they start using you, they realize the value quickly, and we are able to scale it up to Like, let's move 95% of your AI traffic through Portkey, and that's when value just starts to exponentially increase to them, because you have one place to manage, control, get visibility on all your AI traffic.
AI assessment note: “Yes. Yeah. So we've had a very successful open source product.”
Answered raw tape
D 5 · C 5 · P 4 · Cm 4 4.60
Q And why do you win in your category?
A I think one is just our love for building a platform product. Both Ayush and I come from that mindset of, we just understand that mindset and we can keep going deeper and deeper into what does a platform really mean? Uh, that's helped us in terms of being able to build a really performant product, being able to build a product where we can still push 30 releases a week, and nothing breaks, because we've built the backend systems to do it. So that mindset of how do you scale a platform is there, and we really enjoy doing it, so I think that definitely counts for something. Um, we've been lucky, we've made more right gambles than the wrong ones, Because in AI world, it's like every other week, you have to take a bet on will this work or will that work? So I think we've been able to take some of those right bets through the couple of years saying, um, we'll not build an SDK, we want to build a service. That was a very big irreversible decision.
AI assessment note: “one is just our love for building a platform product... made more right gambles”
Answered raw tape
D 5 · C 5 · P 4 · Cm 4 4.60
Q And what do you think, let's say there's a lot of talk around AI bubble also. What do you think can it cause cause a bubble and cause it, yeah, or something negative in the economy?
A I think it's everything. I like the Gartner hype cycle, right? So everything has a hype cycle. I mean, you had VectorDBs that were like, oh, this is amazing, and right now VectorDBs are like, no, this absolutely doesn't work, so don't use them at all. So everything goes through that. I think AI has also gone through that multiple times and different, different things, but there's always been something new that's come up, which is exciting and has completely changed it. I feel that today, even if all innovation were to stop, there is enough fuel in the AI space to see you can still continue to Pick up these Lego pieces and still keep building newer and better systems. Um, but innovation isn't stopping still. There is so much money that's been pumped and so innovation will happen. Now do valuations flicker over time? Can happen because there's so many things happening that the valuations can flicker, but I wouldn't expect I think this comes from personal belief. I have seen it create real value. I have used it internally to automate my life away. Uh, and if there's value in work, then there is value in AI. So that's how I'm equating it. So the bubble might be on the valuations. The bubble is not on utility.
AI assessment note: “the bubble might be on the valuations. The bubble is not on utility.”
Answered raw tape
D 5 · C 5 · P 4 · Cm 4 4.60
Q So currently the consumption that is happening through Portkey, can you tell us which top three geographies are the, are the highest?
A I think I wouldn't know exactly those numbers, but I would say US is by far very high for us. I think also our majority traffic currently comes from US because U.S. started productionizing AI a lot sooner. And I would say even in that, teens in SF did that a lot faster, just because of their proximity to an open AI engineer or an anthropic engineer, where they're able to exchange information quickly and build production-ready systems faster. So that happens. I think I would say most of our traffic is U.S. We do start to see a lot of traffic from India as well, but I think India traffic is still a little bit behind in terms of Quality of traffic, which is, are you using the latest models? Are you moving traffic very quickly? I think, I don't think that is happening except for some of the main companies that are coming across. We see companies in Australia are doing really well.
AI assessment note: “US is by far very high for us... India as well... companies in Australia”
Answered raw tape
D 5 · C 5 · P 4 · Cm 4 4.60
Q For now, building has become so easy because of cloud and cloud and n number of tools. What is really hard now for founders? What is hard in the market to execute?
A Yeah. I think finding a good problem and then telling the right story to have people try it out. I think growing the business is the harder problem. If you go to Twitter, there is, I'm sure there's thousands of people who are building products and showcasing them. It's very hard to break out of that noise. Everything you build is like, oh, I can replicate this in a week. And there's a, Engineers sitting at an enterprise saying, oh, I'm, this is my weekend project now. So one, how do you prove that this is not a weekend project? This is deeper, and we are constantly going to think about it. And how do you break free of that noise and reach the right people? And that is what, at least I spend most of my time focusing on. So who are the people I need to hire in my team that will get me to, uh, break this clutter. It's just about that for me.
AI assessment note: “finding a good problem and then telling the right story to have people try it”
