The Ledger
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Liu: Point-solution AI touches only a fraction of enterprise workflows
“I think that, that, you know, you'll have some use cases addressed through solution companies that can be very big you know each individually. And yet, you know, I still think even if you added all of them up, they're still tapping into such a small fraction o…”
Liu: Code-gen agents will not replace no-code platforms short of AGI
“I'm just very strongly of the belief that short of AGI, I think we're gonna have a really hard time having fully automated you know, Cogen agents that replace the need for no code, because You actually want to generate the outputs in no code because for a long…”
Liu: Horizontal AI adoption is bottlenecked by customer imagination, not technology
“What we've learned is that, you know, this is gonna be a really difficult product to just kind of release out there in a horizontal way and hope that everyone just figures it out, right? Even though there are so many different applications, you can apply it to…”
Liu: Most spreadsheet use cases should actually be databases or apps
“And a lot of use cases of spreadsheets really should be databases or apps, right? Anytime you're dealing with something that's not like number crunching and instead is some kind of tabular data, a workflow, like a database like thing of customers, or it could …”
Liu: Spreadsheets are the most prolific app building platform
“Everybody has used spreadsheets at this point. I mean, it's like the most prolific app building platform out there.”
Liu: Multi-step AI generation and self-critique pipelines produce much better quality
“We've actually found that creating a pipeline where, you know, the first AI step generates a first effort at translating, you know, whatever it is. And then the second step actually critiques itself and finds potential errors. You have a third step where eithe…”