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Parker Conrad on AI’s Role in B2B Software "The fact that these systems can read and the context windows are so large is much more powerful for B2B software than the fact that they can write. 'Generative AI' is a misnomer. It's the ability to ingest all of this... show more

Overlap: Business & Tech

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29,675 görüntüleme • 1 yıl önce •via X (Twitter)

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Watch the full episode with @garrytan and @parkerconrad here:

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Coral AI is the most powerful AI for documents. See the difference yourself:

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Completely agree with @parkerconrad here. 1) You do not want AI replacing intuition of seasoned sales reps, 2) the huge context window can spot meaningful anomalies to focus one !

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Parker Conrad (Parker Conrad) is co-founder & CEO of Rippling, an all-in-one HR, Finance, and IT software company valued at $13.5B. A founder of two unicorns, he's had one of the more dramatic startup journeys in recent years. For How to Build the Future, Parker sat down with Garry Tan to share his origin story, how AI is changing the game, and why he thinks the future will be defined by "compound" software startups.

Parker Conrad (Parker Conrad) is co-founder & CEO of Rippling, an all-in-one HR, Finance, and IT software company valued at $13.5B. A founder of two unicorns, he's had one of the more dramatic startup journeys in recent years. For How to Build the Future, Parker sat down with Garry Tan to share his origin story, how AI is changing the game, and why he thinks the future will be defined by "compound" software startups.

Y Combinator

47,270 görüntüleme • 1 yıl önce

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Jensen Huang just said this is the greatest era in history to build software. AI agents will not kill software. They will do the exact opposite: create a massive new wave of software demand. at NVIDIA GTC Taipei 2026 "Click and type. We now replace that with explaining to the AI what we want, our intent, and the AI generates the code or uses tools to produce the necessary output. This is how computers are going to work in the future. This is Agentic AI. For two years, we've been building toward this, and now it has arrived. One of the big breakthroughs, of course, is tool use. A lot of people have said, “Jensen, AI is coming. Agentic AI is coming. Therefore, all the software companies are going to go out of business.” This is exactly the opposite. Because there are going to be so many agents, the world is no longer limited by the number of people. Therefore, those agents are going to use more tools than ever. This is actually an incredible time to be a software company. But the software has to be presented to the agent in a way that the agent can use it. This is a big breakthrough. And in fact, what we have done, as you know, what Nvidia’s treasure..." ---- From 'NVIDIA' YT channel (link in comment)

Rohan Paul

16,584 görüntüleme • 3 ay önce

In AI, consumer beats B2B in monetization. The median consumer AI startup hits $4.2M ARR in year one, with the top quartile at $8.7M. That’s twice the same numbers for B2B AI companies. So, in fact, it’s consumer AI startups that are scaling revenue the fastest. Olivia Moore explains:

In AI, consumer beats B2B in monetization. The median consumer AI startup hits $4.2M ARR in year one, with the top quartile at $8.7M. That’s twice the same numbers for B2B AI companies. So, in fact, it’s consumer AI startups that are scaling revenue the fastest. Olivia Moore explains:

a16z

55,631 görüntüleme • 1 yıl önce

Garry Tan, President and CEO of Y Combinator, on what agentic software teams can do today: "you can go from zero to 15 mil ARR in about four months with like two or three people and like hundreds of agents, like, you know, a few hundred skill files." "building these agentic systems today I think that all you doing is you seeing where the bottlenecks are" "how do I just instruct the agent to create a piece of software or a markdown file that blows away that roadblock?"

Garry Tan, President and CEO of Y Combinator, on what agentic software teams can do today: "you can go from zero to 15 mil ARR in about four months with like two or three people and like hundreds of agents, like, you know, a few hundred skill files." "building these agentic systems today I think that all you doing is you seeing where the bottlenecks are" "how do I just instruct the agent to create a piece of software or a markdown file that blows away that roadblock?"

Guillermo Flor

109,335 görüntüleme • 14 gün önce

“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

“AI is changing the value prop of software.” We spoke with Metronome CEO Scott Woody about why AI requires a new business model. “In the cloud era…the value of the software scales as your org scales.” “In AI, the software is now doing work on your behalf…so the core value of the software is not who in my org has access to the data, it's what can this software do for me? When the value shifts from access to output, the business model has to follow.

a16z

23,455 görüntüleme • 1 yıl önce

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

a16z

36,975 görüntüleme • 2 ay önce

Founding Partner of Marathon Management Holdings Gokul Rajaram, who sits on the board for $COIN, $PINS, and $TTD, tells us why all software is vulnerable if companies fail to innovate, but it depends on the time horizon: "The market, right now is behaving in a way that it's treating all software companies the same with their respective moats" Gokul Rajaram believes that: "All software is vulnerable if companies fail to innovate, the difference is more in terms of time horizons". He categorises software into two types of companies: 1. Utility is tied to the outcome 2. Utility is tied to the data (systems of record) "Overall, systems of record [Salesforce] have a longer time horizon while things that are purely based on outcomes [Zendesk]...those are going to be the ones that are going to have to face a nearer-term reckoning"

Founding Partner of Marathon Management Holdings Gokul Rajaram, who sits on the board for $COIN, $PINS, and $TTD, tells us why all software is vulnerable if companies fail to innovate, but it depends on the time horizon: "The market, right now is behaving in a way that it's treating all software companies the same with their respective moats" Gokul Rajaram believes that: "All software is vulnerable if companies fail to innovate, the difference is more in terms of time horizons". He categorises software into two types of companies: 1. Utility is tied to the outcome 2. Utility is tied to the data (systems of record) "Overall, systems of record [Salesforce] have a longer time horizon while things that are purely based on outcomes [Zendesk]...those are going to be the ones that are going to have to face a nearer-term reckoning"

etn.

28,115 görüntüleme • 6 ay önce

Marc Bhargava (Marc Bhargava) Managing Director at General Catalyst on how 'AI Roll-Ups' are unlocking software-like margins for a much larger TAM "Why hasn't everyone in VC rushed to invest in services businesses? like accounting legal IT insurance? Well they historically have not been that profitable. So they sort of break-even generally in many cases, well obviously as you get to scale in that $1T of revenue in software the marginal cost is really low & they can become very profitable & have amazing cash flow Companies like CrowdStrike or ServiceNow or others you know kind of show this model And of course the hyper scalers like Amazon, Google, Microsoft There are all these amazing proven examples in the software field of having very strong free cash flow & on high margins. Our thesis somewhat is well these un-sexy services industries that were break even or 15 to 20% EBITDA margins net income obviously much lower they can look like software from a margin profile 'Cause once you take out the repetitive tasks & you take out 30-40-50% of what people do & free them up to do the hard stuff with the same cost basis you can 50% grow the revenue or double the revenue ..your margin profile now looks much much more similar to software. So we think in this much larger TAM than software, you can have software-like margins."

Molly O’Shea

27,038 görüntüleme • 8 ay önce

Jensen Huang says the AI productivity story is already showing up in software output - and he thinks the "AI will reduce jobs" narrative is wrong. "In the first few months of 2026, it has nearly tripled." "30 million software developers, representing about $3 trillion worth of GDP, are now producing nearly three times as much output." "That $3 trillion worth of salary is now producing nearly $9 trillion worth of output." "This is the potential. This is the promise of AI." "People talk about AI reducing jobs. Complete nonsense. It's causing more software engineers to be hired." His logic is simple: If a software engineer can create 3x more output with AI, companies do not stop hiring engineers. They want more of them. The bottleneck moves from typing code to deciding what to build, orchestrating systems, and turning that output into products customers actually use.

Jensen Huang says the AI productivity story is already showing up in software output - and he thinks the "AI will reduce jobs" narrative is wrong. "In the first few months of 2026, it has nearly tripled." "30 million software developers, representing about $3 trillion worth of GDP, are now producing nearly three times as much output." "That $3 trillion worth of salary is now producing nearly $9 trillion worth of output." "This is the potential. This is the promise of AI." "People talk about AI reducing jobs. Complete nonsense. It's causing more software engineers to be hired." His logic is simple: If a software engineer can create 3x more output with AI, companies do not stop hiring engineers. They want more of them. The bottleneck moves from typing code to deciding what to build, orchestrating systems, and turning that output into products customers actually use.

Karl Mehta

13,815 görüntüleme • 2 ay önce

Y Combinator's Garry Tan says he wants his new project GBrain to be the Postgres for agents: "The thing I realized is, a human can only keep 7, plus or minus 3, things in their head. But a computer with an LLM can keep about three Harry Potter books in its head." "Then, when you think about what most computer systems are, you should think of the Library of Alexandria — thousands, maybe millions, of books. It's even bigger than that. It's the whole internet." "You could basically take all the relevant info about customers, or any person that anyone at the company has ever even met. You can have that in like, 100,000 or a million markdown files that comprises everything that the business is. That's basically what GBrain can do." "The magic moment for GBrain is basically being able to take any 'book' that exists in your entire business, and making sure the 3 books that really matter for the thing you're trying to do are loaded." "And that's basically ASI. You don't have to write software anymore. You can just straight-up use Hermes agent or OpenClaw plus GBrain."

Y Combinator's Garry Tan says he wants his new project GBrain to be the Postgres for agents: "The thing I realized is, a human can only keep 7, plus or minus 3, things in their head. But a computer with an LLM can keep about three Harry Potter books in its head." "Then, when you think about what most computer systems are, you should think of the Library of Alexandria — thousands, maybe millions, of books. It's even bigger than that. It's the whole internet." "You could basically take all the relevant info about customers, or any person that anyone at the company has ever even met. You can have that in like, 100,000 or a million markdown files that comprises everything that the business is. That's basically what GBrain can do." "The magic moment for GBrain is basically being able to take any 'book' that exists in your entire business, and making sure the 3 books that really matter for the thing you're trying to do are loaded." "And that's basically ASI. You don't have to write software anymore. You can just straight-up use Hermes agent or OpenClaw plus GBrain."

TBPN

530,779 görüntüleme • 2 ay önce

My first set from A State of Trance 2024 is live on my YouTube and it’s my B2B with Joris Voorn 👊 Had so much fun doing this B2B, we didn’t prepare much for this one, just went with the tracks that felt right and this is the result🔥More sets are coming soon!

My first set from A State of Trance 2024 is live on my YouTube and it’s my B2B with Joris Voorn 👊 Had so much fun doing this B2B, we didn’t prepare much for this one, just went with the tracks that felt right and this is the result🔥More sets are coming soon!

Armin van Buuren

27,400 görüntüleme • 2 yıl önce

.DHH says AI is making it harder than ever to avoid software bloat because the constraints that used to keep software simple no longer exist: “Our task as software builders becomes so much more about distilling it, so much more about killing our darlings, killing features that we think are good, but are just too much.” “Now in this new age where using agents and AI has made it so much easier to implement things, it becomes that much harder to stick to those principles because we used to be granted these constraints simply by the fact that it took a long time to build things.” “We built the entire first version of Basecamp on me having 10 hours per week. Not per day, per week, to build it. That is an enormous constraint on how you can do anything.” “And the first version was awesome because it had such constraints.” “Now if you have 380 hours together with your 10 agents, you can build a monstrosity like that of something that does a million things for a million people, and therefore that bloat just comes naturally in a way it didn't before.” “Therefore, our task as software builders becomes so much more about distilling it, so much more about killing our darlings, killing features that we think are good, but are just too much.”

.DHH says AI is making it harder than ever to avoid software bloat because the constraints that used to keep software simple no longer exist: “Our task as software builders becomes so much more about distilling it, so much more about killing our darlings, killing features that we think are good, but are just too much.” “Now in this new age where using agents and AI has made it so much easier to implement things, it becomes that much harder to stick to those principles because we used to be granted these constraints simply by the fact that it took a long time to build things.” “We built the entire first version of Basecamp on me having 10 hours per week. Not per day, per week, to build it. That is an enormous constraint on how you can do anything.” “And the first version was awesome because it had such constraints.” “Now if you have 380 hours together with your 10 agents, you can build a monstrosity like that of something that does a million things for a million people, and therefore that bloat just comes naturally in a way it didn't before.” “Therefore, our task as software builders becomes so much more about distilling it, so much more about killing our darlings, killing features that we think are good, but are just too much.”

David Senra

14,101 görüntüleme • 1 ay önce

"The simplest reason to not read something published in the past 50 years is that's what everybody else is reading. The only books that most people read are books published in the last two years. And it's a simple fact of life that if you read what everybody else is reading, then the likelihood that you will write what they are writing and worst of all think what they are thinking is, let's say... increased." (From my interview with The Cultural Tutor)

"The simplest reason to not read something published in the past 50 years is that's what everybody else is reading. The only books that most people read are books published in the last two years. And it's a simple fact of life that if you read what everybody else is reading, then the likelihood that you will write what they are writing and worst of all think what they are thinking is, let's say... increased." (From my interview with The Cultural Tutor)

David Perell

184,088 görüntüleme • 2 yıl önce