Assertion Not checkable as stated
Amble: Fine-Tuned GPT-4o Reached 90%+ Accuracy vs 20% Base in Accounting
“I met an accounting AI company a couple of weeks ago that had said, They tested GPT-IV-O against their benchmarks, and it was like, 20% accurate. They then tested Claude, and it was like, 50 to 80%, and then a fine-tuned version of GPT-IV-O, they were getting …”
Insight
Amble: LLMs Lack Planning Abilities Needed for End-to-End Automation
“The LLMs are not good at planning, right? They're good at predicting the next step. And as part of that, you can't rely on LLMs to do the end-to-end Processing yet.”
Insight
Amble: AI Onboarding and Templates Accelerated AI Presentation Software Growth
“There's a whole set of presentation software, AI-driven presentation software that's been growing really quickly in the last year or two. And this category actually I wouldn't say struggled, but it was growing much more slowly. It was harder to get folks to ge…”
Insight
Amble: Vertical SaaS Startups Scale by Automating Manual Workflows With AI
“On the vertical SaaS side, a lot of, we're seeing a whole set of new companies that are popping up around these sort of basic manual work processes, because if you're a vertical provider, so if you're providing software to vet clinics, for example, There's a l…”
Assertion Not checkable as stated
Amble: Most a16z SaaS Portfolio Companies Choose Main-Branch Foundation Models
“Making your life easier and getting most of the benefits of AI by staying on the main branch is where we are right now. And so that's like what we're seeing resonating with more of our companies.”
Insight
Amble: Standalone AI Products Require Direct Founder-Driven Energy to Differentiate
“If you're launching an AI product, a standalone product, or it's not just like the feature top up saying summarization or autocomplete, but it's really a standalone product. You really do need that like founder level engagement and drive to push the product fo…”
Assertion Not checkable as stated
Amble: AI-First SaaS Startups Are Narrowing to Specific Verticals
“What we are seeing is a lot of companies who are building AI first SaaS applications start to narrow down either on a use case or a market versus being more horizontal.”
Prediction Not checkable as stated
Amble: Many Failing Enterprise AI Use Cases Will Work in One Year
“Again, I check it in a year. I'm sure there'll be many more use cases that weren't working now that aren't working out that will be then, but yeah.”
Opinion
Amble: No Company Has Figured Out AI SaaS Pricing Yet
“Every company that's looking at AI pricing has
Not really figured out which of these four or maybe something else is working.”
Assertion Supported
Amble: Intercom charges for AI agent Fin based on resolution
“Intercom has its chat
Support, or sorry, it's a support agent that is called Fin. It's actually charging based on resolution.”
