Evidence receipt / belief
Published · transcript-backedAnkur Goyal: belief
11 Oct 2024 Latent Space Production AI Engineering starts with Evals — with Ankur Goyal of Braintrust
“I think no one knows how durable that revenue is, but all else equal, if a company has some traction and they have the opportunity to build relationships with customers, I think independent of whether their margins erode for one particular product offering, they have the opportunity to build higher margin products.”
Source trail
Everything needed to verify it.
- Speaker
- Ankur Goyal
- Attribution
- Verified speaker
- Claim type
- belief
- Recorded
- 11 Oct 2024
- Publisher
- Latent Space
Transcript context
…Really? Yeah. Because I calculated the grok numbers. Dylan Patel thinks they're burning cash. I think they're about break-even. It depends on the company. So there are some companies that are software companies, and there are some companies that are hardware bets, right? I don't have any insider information, so I don't know about the hardware companies, but I do know for some of the software companies, they have high margins and they're making money. I think no one knows how durable that revenue is, but all else equal, if a company has some traction and they have the opportunity to build relationships with customers, I think independent of whether their margins erode for one particular product offering, they have the opportunity to build higher margin products. And so inference is a real problem, and it is something that companies are willing to pay a lot of money to solve. To me, it feels like there's opportunity. Is the shape of the opportunity inference API? Maybe not, but we'll see. We'll see. Those guys are definitely reporting very high ARR numbers.…
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