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Pat Grady

@gradypb • 29,235 subscribers

Sequoia partner, BC alum, Wyoming native

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Anya Rossi

sweetdream.ai

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Most startups celebrate their first couple million of revenue. Factory gave it back. They didn’t have to. They chose to. They decided that the product just wasn’t good enough yet, and they wanted to know that they’d really earned it. They wanted their customers to be obsessed. Two years later they shipped Droid CLI, and they’ve been ripping ever since. The product is fantastic and the team is even better - particularly having been hardened by their “two years in the desert”. Matan Grinberg was one of our very first guests on Training Data, and we are delighted to welcome him back. 00:00 Introduction 01:37 Enterprise Lock In Fears 04:26 No Lock In Promise 05:24 Two Years Early 07:24 Refunding Revenue 13:49 Droid CLI Breakthrough 16:44 Harness Frontier Tactics 26:42 Natural Language Routing 27:32 Open Models Catch Up 29:26 Token Share Forecasts 31:02 Automating Low Leverage Work 32:36 Pricing Beyond Tokens 35:56 Software Factory Vision 43:43 AI Transformation Playbook 46:13 Async Agents And Optimism

Most startups celebrate their first couple million of revenue. Factory gave it back. They didn’t have to. They chose to. They decided that the product just wasn’t good enough yet, and they wanted to know that they’d really earned it. They wanted their customers to be obsessed. Two years later they shipped Droid CLI, and they’ve been ripping ever since. The product is fantastic and the team is even better - particularly having been hardened by their “two years in the desert”. Matan Grinberg was one of our very first guests on Training Data, and we are delighted to welcome him back. 00:00 Introduction 01:37 Enterprise Lock In Fears 04:26 No Lock In Promise 05:24 Two Years Early 07:24 Refunding Revenue 13:49 Droid CLI Breakthrough 16:44 Harness Frontier Tactics 26:42 Natural Language Routing 27:32 Open Models Catch Up 29:26 Token Share Forecasts 31:02 Automating Low Leverage Work 32:36 Pricing Beyond Tokens 35:56 Software Factory Vision 43:43 AI Transformation Playbook 46:13 Async Agents And Optimism

221,288 views • 12 days ago

If you’ve ever wondered why Carl Eschenbach has such impeccable hair… here is the answer. That executive-caliber cut is once again available for the benefit of all Sequoia Capital founders. Welcome home, Carl!

If you’ve ever wondered why Carl Eschenbach has such impeccable hair… here is the answer. That executive-caliber cut is once again available for the benefit of all Sequoia Capital founders. Welcome home, Carl!

56,197 views • 4 months ago

but how can the AI do science if science has lots of messy atoms and stuff?!? SCIENCE ROBOTS!!! (technical term) this was an incredibly fun conversation with Jason Kelly of Ginkgo Bioworks and Sonya Huang 🐥

but how can the AI do science if science has lots of messy atoms and stuff?!? SCIENCE ROBOTS!!! (technical term) this was an incredibly fun conversation with Jason Kelly of Ginkgo Bioworks and Sonya Huang 🐥

34,557 views • 4 months ago

focus, focus, focus... ElevenLabs could have been roadkill for foundation models, but instead they're one of the fastest-growing AI companies on the planet thanks to staying laser-focused on audio Mati Staniszewski discusses specialization as a strategy, their viral moments, contextual voice AI, and infrastructure that could eliminate language barriers

focus, focus, focus... ElevenLabs could have been roadkill for foundation models, but instead they're one of the fastest-growing AI companies on the planet thanks to staying laser-focused on audio Mati Staniszewski discusses specialization as a strategy, their viral moments, contextual voice AI, and infrastructure that could eliminate language barriers

81,816 views • 1 year ago

Software is mostly just workflows on top of a database. This hasn't changed. What's changed is how those workflows are built. Jake Stauch and Serval saw the world changing and nailed it.

Software is mostly just workflows on top of a database. This hasn't changed. What's changed is how those workflows are built. Jake Stauch and Serval saw the world changing and nailed it.

17,284 views • 2 months ago

You have $1 Trillion to build the compute backbone for AGI. How much goes to space? 100% So says Philip Johnston of Starcloud Hear why…

You have $1 Trillion to build the compute backbone for AGI. How much goes to space? 100% So says Philip Johnston of Starcloud Hear why…

23,705 views • 4 months ago

Biology has been “guess and check” for too long The missing piece? Predictive models! Patrick Hsu, co-founder of @ArcInstitute, is using AI to transform drug discovery

Biology has been “guess and check” for too long The missing piece? Predictive models! Patrick Hsu, co-founder of @ArcInstitute, is using AI to transform drug discovery

45,942 views • 1 year ago

Yesterday's CRM: boat anchor. Slows you down 😒 Tomorrow's CRM: engine! Speeds you up 😍 Christopher ODonnell is making this a reality with Day.ai it's about time the software worked for us!

Yesterday's CRM: boat anchor. Slows you down 😒 Tomorrow's CRM: engine! Speeds you up 😍 Christopher ODonnell is making this a reality with Day.ai it's about time the software worked for us!

29,300 views • 1 year ago

The value is in the application layer. Success requires a people-first approach. Winston Weinberg reveals how Harvey built trust through deep industry knowledge and personalized solutions to become the first breakout application layer company in AI.

The value is in the application layer. Success requires a people-first approach. Winston Weinberg reveals how Harvey built trust through deep industry knowledge and personalized solutions to become the first breakout application layer company in AI.

21,339 views • 1 year ago

A father's chemistry lectures. A son trying to understand his work. Decades of technical distance. Then someone used Google's Nano Banana to create sketch notes that finally bridged the gap. Nicole Brichtova and Hansa Srinivasan from Google DeepMind share why personalized learning might be an important application of visual AI.

A father's chemistry lectures. A son trying to understand his work. Decades of technical distance. Then someone used Google's Nano Banana to create sketch notes that finally bridged the gap. Nicole Brichtova and Hansa Srinivasan from Google DeepMind share why personalized learning might be an important application of visual AI.

13,485 views • 8 months ago

doctors are exhausted and overworked, but OpenEvidence can help... Roelof Botha and Jack Altman nailed it on UNCAPPED

doctors are exhausted and overworked, but OpenEvidence can help... Roelof Botha and Jack Altman nailed it on UNCAPPED

12,033 views • 9 months ago

Math is the essential part of reasoning. When we teach a model to do math, we are incepting the ability to reason. Sonya Huang 🐥 and I had the pleasure of speaking to Tudor Achim and Vlad Tenev about Harmonic, an AI research lab with the goal of pushing the frontiers of human knowledge through Mathematical Superintelligence (MSI)

Math is the essential part of reasoning. When we teach a model to do math, we are incepting the ability to reason. Sonya Huang 🐥 and I had the pleasure of speaking to Tudor Achim and Vlad Tenev about Harmonic, an AI research lab with the goal of pushing the frontiers of human knowledge through Mathematical Superintelligence (MSI)

13,468 views • 1 year ago

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