Jared Friedman

Mentioned in 1 episode

"People like Peter or Boris Churnney and Toby from Shopify who have had whole careers managing teams of engineers actually take to this super well and can spin up huge teams of coding agents."

Mentioned in 1 episode

"All the YC companies that are using Physical Intelligence models to deploy robotics, they're all fine-tuning the PI models. I don't think any of them are able to use the PI models out of the box. Even though it's a great starting point, you have to actually fine-tune it for your specific case."

Mentioned in 1 episode

"Like Stripe, for example, you could use a legacy credit card vendor, but it's just way better to work with Stripe. And so I feel like they're becoming that for the whole defense tech ecosystem."

Mentioned in 1 episode

"Having codegen means that suddenly even all the things that they do at Anduril can happen much much faster."

Mentioned in 1 episode

"A company that I'm seeing having this effect is Juicebox, an AI recruiting tool. It's been on an incredible growth rate for like the last couple of years now. They started out as essentially LLM-powered people search. Recently they've launched an agent product which is really taking off — the agent doesn't just search for the people, it contacts the people, it'll schedule the interview."

Mentioned in 1 episode

"obviously Rippling is obviously huge... things that feel like they are essentially databases or systems of records, things like Rippling feel like they're going to be in a good spot"

Mentioned in 1 episode

"Parker when he applied with Zenefits at least like 2013 like I remember the application extremely well written but like single founder kind of not in central casting"

Mentioned in 1 episode

"I think Salesforce is probably screwed. Like I feel like there have been so many attempts to do the Stripe strategy of you get the startups in the YC batch using your CRM because everyone hates Salesforce"