Gabe Stengel

Mentioned in 1 episode

"There are the token brokers, the token consumption businesses where you're selling in the parts of enterprise where they're used to buying usage-based tools — Cursor, Factory, Claude Code, and others."

Mentioned in 1 episode

"Ideally it's not just some static kind of Dropbox folder but something that's plugged into the way that you do work — your agents, your workflows."

Mentioned in 1 episode

"Think about the fundamental difference between Claude Code when it came out and Claude co-work versus OpenAI and ChatGPT. The models were actually fairly similar, but the harness and the way that it was presented from Claude was far better. And it just allowed the models to exercise more of their long-running capabilities. And that's why they had a runup in usage and a huge amount of expansion."

Mentioned in 1 episode

"I'll call someone like Winston at Harvey. And Winston's ability to just not worry about the hundred flesh wounds that are inflicted on him at any given time and just think about the kind of end-state goal of where he's going to be 3 years from now is pretty amazing."

Mentioned in 1 episode

"I think it'll be easier than it's ever been in 10 or 20 years for someone who's a business owner or someone who works at a company to go online and click a button and try to raise capital the way that someone can go onto Robinhood and click a button and buy an equity."

Mentioned in 1 episode

"It was o1 Pro and then probably Claude Opus 4.5. With Opus 4.5 and the kind of end of last year, the end of 2025 into the beginning of this year, the models just became capable of basically anything a junior investment professional or junior banker was doing."

Mentioned in 1 episode

"Almost all agents are one-to-one. You use ChatGPT individually, you use Copilot individually, you use Gemini individually."

Mentioned in 1 episode

"They think of us, you know, in a similar category to Bloomberg, to FactSet, to Capital IQ, to Pitchbook. It's actually a very similar strategy to Bloomberg's strategy — offer a little bit of data to get in the door, build all the analytics and workflows on top, and then provide the exchange and the communication platform where you can actually transact."

Mentioned in 1 episode

"They think of us, you know, in a similar category to Bloomberg, to FactSet, to Capital IQ, to Pitchbook."

Mentioned in 1 episode

"They think of us, you know, in a similar category to Bloomberg, to FactSet, to Capital IQ, to Pitchbook."