Stanislas Polu

Mentioned in 1 episode

"If you look at the Lovables of the world, the Spotifys of the world — everybody says SF, SF, SF. The funders need to be in SF, and the same VCs don't give a damn about the localization of the Lovable founders. When things are working well, nobody cares."

Mentioned in 1 episode

"I was lucky to join Stripe pretty early. Spent five years there."

Mentioned in 1 episode

"I was also lucky again to join OpenAI at a time where you could do research as an engineer, and spent three years there working on large language models and maths."

Mentioned in 1 episode

"If you think about the latency of Claude Code versus GLM 5.2, it's roughly the same — the maximum latency acceptable to run in Claude Code. And so you can compare the margin, you can compare the price of GLM 5.2 on Baseten or whatever Fireworks to the price you pay for an equivalent frontier model with same latency. The difference is almost 9x."

Mentioned in 1 episode

"If you look at the Lovables of the world, the Spotifys of the world — everybody says SF, SF, SF. When things are working well, nobody cares about localization."

Mentioned in 1 episode

"When you have a horizontal platform it's super well documented — we're not the first to do that. Notion, Airtable, all of that — the go-to-market is much more finicky."

Mentioned in 1 episode

"It's all about horizontal platforms — like every product is converging toward some sort of new productivity suite, like Microsoft has been doing or Google Drive has been doing, but for human-agent interactions."

Mentioned in 1 episode

"It's all about horizontal platforms — like every product is converging toward some sort of new productivity suite, like Microsoft has been doing or Google Drive has been doing, but for human-agent interactions."

Mentioned in 1 episode

"I'm always impressed by Mistral in that perspective. They managed to build a company that is valued at 12 billion, which is extremely impressive."

Mentioned in 1 episode

"It's a bit like in The Three-Body Problem novel, or the TV show — you see that thing that kind of goes around the earth, you almost don't see it, but it's super powerful because it covers it entirely."

Mentioned in 1 episode

"If you think about the latency of Claude Code versus GLM 5.2, it's roughly the same. You can compare the price of GLM 5.2 on Baseten or whatever Fireworks to the price you pay for an equivalent frontier model with same latency. The difference is almost 9x."