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Evidence receipt / uncertainty

Published · transcript-backed

Dharmesh Shah: uncertainty

28 Mar 2025 Latent Space The Agent Network — Dharmesh Shah

“Why would I want that delta to be squozed out by the kind of provider of the software if I have a choice? I don't know.”

— Dharmesh Shah

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Everything needed to verify it.

Speaker
Dharmesh Shah
Attribution
Verified speaker
Claim type
uncertainty
Recorded
28 Mar 2025
Publisher
Latent Space

Transcript context

…Yep. Do you think some markets are just fundamentally going to move to more results-driven business models? Probably. And I don't understand enough markets well enough to know. But if we had to kind of sort or rank them, there's likely some dimension along which we could sort that. It's like, oh, these kinds of businesses, is there an objective measure of kind of truth or the outcome? Is there a way to kind of price it in terms of the low variance or variability on the value? If those things are true, whatever industries that is true in, customer support is an example, but there's likely lots of other examples where those two things are true. But then the thing I wonder, though, is that from the customer's perspective, would they rather actually pay for work as a service versus an actual, it's like maybe the way they think about it is that's sort of my arbitrage opportunity. Like I can get work done for X, but the value is actually Y. Why would I want that delta to be squozed out by the kind of provider of the software if I have a choice? I don't know. Oh, I mean, okay. Attribution. There's 18 things that go into them. You're one of them. So it's hard to tell. Yes, it is. By the way, have you seen, obviously you're in this industry, not exactly HubSpot's exact part of the market, but what have you seen in attribution that is interesting? Because that directly ties into work as a service versus results. Yeah.…

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