Kunal Shah: evaluation

Transcript context

…Yeah, give a cab three and then Uber like a nine. Yeah. So every time you see that the product efficiency delta is greater than or equal to four, three things happen. It is irreversible. Second is that you have a very high tolerance for it to fail. If Uber fails a little bit, will you say, “Oh my God, I'm going to really stop using it?” No. And the third thing is what I call the UBP, ‘Unique Brag-worthy Proposition.’ Every time humans unlock a Delta 4 product or service, they cannot stop talking or sharing about it. And therefore all Delta 4 products will naturally have lower CAC or sometimes zero CAC because people, humans.. and think about it, Lenny, how you discovered Google, definitely not through an ad, definitely not through some performance marketing here and there. Somebody showed you the demo and you were like, “Oh my God, this is crazy.” And that's what I'm seeing right now, what's happening with everything on OpenAI and everything that is happening around LLM feels like magic and it's Delta 4 because the efficiency of doing things before and after is now showing that. But failure is the real problem. And making everything tech does not make things more efficient. Let's take an example. Buying a suit for yourself online versus offline, all tech, cool stuff, all the features built in. What would you say the efficiency of buying a suit online is versus, let's say, buying a suit offline? I've actually done that and it was a terrible fit. It did not fit at all. And so it's efficient, but the end result was not, it's probably often not great. So it's probably- Overall efficiency score, what would you give? Of buying a suit online? Yeah, versus offline. I'd probably give it five and five. Offline is actually probably a better experience. I give it a seven.…

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