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Sarah Wang

@sarahdingwang • 16,813 subscribers

General Partner @a16z growth fund. “Excellence is the capacity to take pain”

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Narrative violation from Dylan on Dwarkesh: H100s are worth *more* today than they were 3 years ago. There's a sentiment that data center buildouts are priced into the risk of rapidly depreciating GPUs. But the models want to learn. Token prices are falling so fast that you can get more intelligence out of GPT-5.4 on a 3-year old H100 than GPT-4 on a brand new H100. Dylan Patel dwarkeshpatel
1:22
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Narrative violation from Dylan on Dwarkesh: H100s are worth *more* today than they were 3 years ago. There's a sentiment that data center buildouts are priced into the risk of rapidly depreciating GPUs. But the models want to learn. Token prices are falling so fast that you can get more intelligence out of GPT-5.4 on a 3-year old H100 than GPT-4 on a brand new H100. Dylan Patel dwarkeshpatel

Sarah Wang

159,395 Aufrufe • vor 3 Monaten

Huge week ahead. Excited for this.
0:21
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Huge week ahead. Excited for this.

Sarah Wang

104,709 Aufrufe • vor 8 Monaten

AI completely changes the way we can talk to data. Hex is leading the way by building collaborative, shareable analytics workspaces. I sat down with CEO Barry McCardel to discuss how agent workflows, conversational interfaces, and context-aware models are reshaping analysis. We cover how Hex aims to make everyone a data person by unifying analysis and AI in one workflow, how Hex is replacing outdated fragmented workflows, and the importance of trust and accuracy in AI systems. We also go over Hex’s awesome product launch videos, Barry’s emphasis on being fun and weird, and lessons he learned from Palantir. Enjoy! 0:00 The challenge of trustworthy data 1:19 Context management, observability, and governance 9:24 The promise and reality of data democratization 15:51 The impact of AI on data workflows 31:39 Breadth, depth, and speed: the three dimensions of AI in data 48:04 The rise of ambient analytics 55:56 The modern data stack and industry consolidation 1:03:40 Acquisitions and owning the data insight layer 1:06:06 Lessons from Palantir: forward-deployed engineering 1:13:13 Commitment engineering and customer collaboration 1:17:11 Brand, launch videos, and having fun in SaaS Barry McCardel Hex
1:22:12
sarahdingwang's profile picture

AI completely changes the way we can talk to data. Hex is leading the way by building collaborative, shareable analytics workspaces. I sat down with CEO Barry McCardel to discuss how agent workflows, conversational interfaces, and context-aware models are reshaping analysis. We cover how Hex aims to make everyone a data person by unifying analysis and AI in one workflow, how Hex is replacing outdated fragmented workflows, and the importance of trust and accuracy in AI systems. We also go over Hex’s awesome product launch videos, Barry’s emphasis on being fun and weird, and lessons he learned from Palantir. Enjoy! 0:00 The challenge of trustworthy data 1:19 Context management, observability, and governance 9:24 The promise and reality of data democratization 15:51 The impact of AI on data workflows 31:39 Breadth, depth, and speed: the three dimensions of AI in data 48:04 The rise of ambient analytics 55:56 The modern data stack and industry consolidation 1:03:40 Acquisitions and owning the data insight layer 1:06:06 Lessons from Palantir: forward-deployed engineering 1:13:13 Commitment engineering and customer collaboration 1:17:11 Brand, launch videos, and having fun in SaaS Barry McCardel Hex

Sarah Wang

41,746 Aufrufe • vor 6 Monaten

IN DEFENSE OF MARGINS Usage-based pricing is becoming more common and new developments are bringing inference costs down. One failure mode is to think low margins are structurally permanent. Very high gross margins are actually an orange flag in today's world because the product probably isn't using much AI. Fantastic conversation with CJ Gustafson
56:03
sarahdingwang's profile picture

IN DEFENSE OF MARGINS Usage-based pricing is becoming more common and new developments are bringing inference costs down. One failure mode is to think low margins are structurally permanent. Very high gross margins are actually an orange flag in today's world because the product probably isn't using much AI. Fantastic conversation with CJ Gustafson

Sarah Wang

37,391 Aufrufe • vor 7 Monaten

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