Noah Shinn

Mentioned in 1 episode

"It's similar to like an Apple Pay or it's similar to like an Amex or any other platform that provides distribution to underlying services and a great user experience. Apple Pay is a great experience, right? You can go anywhere and you can scan your card and the user doesn't have to pay for it."

Mentioned in 1 episode

"It's going at a faster rate than Claude Code or Codex or some of those other applications where they also had to reason about other similar exponential type of problems."

Mentioned in 1 episode

"What concerts are available based on their music tastes, because all their Spotify history is connected."

Mentioned in 1 episode

"That same friend group had one person order an Uber, but then that Uber to go around to all the six people and coordinate, 'We'll pick you up in 10 minutes and then the other person, we'll pick you up in five minutes from here.' And I found the optimal route to go and pick up all the people and now they're all just sharing one Uber."

Mentioned in 1 episode

"And then you have Amazon that has a great platform and taking upwards of 10%. And you know, Amazon themselves with the upselling that they do on their platform."

Mentioned in 1 episode

"You have Shopify that I believe is like between two and two and a half to 3% that are providing their services and taking some take rate from those businesses."

Mentioned in 1 episode

"I was seeing the other day there were some invites that were selling on eBay too. I don't know if you saw this. It's like 300 bucks. People were buying these invites on eBay."

Mentioned in 1 episode

"Let's take Uber Eats or DoorDash as an example. They don't know the numbers, but as they reduce the number of clicks needed to check out to order food to your house, the transaction volume increases because it's reduced friction."

Mentioned in 1 episode

"You could have an AirPod — not a new type of AirPod, just an AirPod because it's good enough — and it's just on while you're going on a hike or a bike ride, and you're just catching up with Instinct in your ear."

Mentioned in 1 episode

"We're able to deliver the same performance as — honestly, Opus 5, which is now I guess we're dating ourselves — Opus 5 is frontier-level intelligence. We're able to serve it; it's the same engagement rate, the same AB test performance, the same internal evaluation performance, but at a cost that is very very low."

Mentioned in 1 episode

"I think it's a great product. I was playing around with it for a little bit and I think it's interesting. It's a different take, right? Because sure you can say some of the underlying architecture might be similar, but I think it's fundamentally different."

Mentioned in 1 episode

"I'm talking about the major platforms, whether that's Google or TikTok or Instagram or Snapchat or so many others where you have this platform and users — it's free for the users, but then there's so many instances in which paid ads are pushed to the user and they try to convince the user to purchase."