High Signal Podcasts Evidence ledger
Method
Browse
How the evidence works
← All source episodes

Latent Space / episode intelligence

Why StackOverflow usage is down 50% — with David Hsu of Retool

1 Feb 2024 24 published claims 3 attributable people
Open original episode ↗ Read the evidence

Speakers in the public record

Shawn WangDavid HsuAlessio Fanelli

Claim mix

belief 8evaluation 6preference 4observation 2uncertainty 2prediction 1recommendation 1

Evidence policy

Every row below preserves an exact excerpt. Identified speakers are linked; unresolved voices are labeled and excluded from people counts.

Claim ledger

The useful parts, with receipts.

24 published records

02 / evaluation

And so I think we're, we personally are in a really fortunate place. But if you know, you're working in the space and want to find some use cases, please come talk to us like, you know, we're really excited about marrying sort of technology with use cases, which I think is actually really hard to do right now.

“And so I think we're, we personally are in a really fortunate place. But if you know, you're working in the space and want to find some use cases, please come talk to us like, you know, we're really excited about marrying sort of technology with use cases, which I think is actually really hard to do right now.”
Speaker
David Hsu
Publisher
Latent Space

04 / evaluation

And so, for us, in retrospect, you know, to answer your question, two years later, we did not predict, you know, the crash, if you will. But given that, I think we've done extremely well, mostly because our valuation is not sky high.

“And so, for us, in retrospect, you know, to answer your question, two years later, we did not predict, you know, the crash, if you will. But given that, I think we've done extremely well, mostly because our valuation is not sky high.”
Speaker
David Hsu
Publisher
Latent Space

08 / belief

However, we do think that, you know, if you think about it from a first person's way, if your only method of like coding is literally copy pasting, you know, off of chat GPT, or like, you know, it's pressing tab and copilot, I think that would be concerning.

“However, we do think that, you know, if you think about it from a first person's way, if your only method of like coding is literally copy pasting, you know, off of chat GPT, or like, you know, it's pressing tab and copilot, I think that would be concerning.”
Speaker
David Hsu
Publisher
Latent Space

09 / belief

When you were building retool vectors, how do you think about, yeah, leveraging a startup to do it, putting vectors into one of the existing data stores that you already had? I think like, you're really a quite large customer scale.

“When you were building retool vectors, how do you think about, yeah, leveraging a startup to do it, putting vectors into one of the existing data stores that you already had? I think like, you're really a quite large customer scale.”
Speaker
Alessio Fanelli
Publisher
Latent Space

12 / belief

I think he was very helpful and sort of wanted to help founders. But besides that, I mean, I think we were so overwhelmed by the fact that we had to go build a startup that we were not, you know, honestly paying too much attention to everyone else's partner taking notes on them.

“I think he was very helpful and sort of wanted to help founders. But besides that, I mean, I think we were so overwhelmed by the fact that we had to go build a startup that we were not, you know, honestly paying too much attention to everyone else's partner taking notes on them.”
Speaker
David Hsu
Publisher
Latent Space

14 / uncertainty

I honestly am not sure if like the operation, we're gonna have much of a, like, if they accept or reject it, I don't know what's gonna change the outcome, if you will.

“I honestly am not sure if like the operation, we're gonna have much of a, like, if they accept or reject it, I don't know what's gonna change the outcome, if you will.”
Speaker
David Hsu
Publisher
Latent Space

15 / belief

Obviously, there's like all these different things like privacy, you know, if an internal tool hallucinates, that's fine, because you're paying people to use it basically, versus if it hallucinates to your customer, there's a different bar. Because for you, if people build internal tool with retool, there are external customers to you, you know, so I think you're on the flip side of it.

“Obviously, there's like all these different things like privacy, you know, if an internal tool hallucinates, that's fine, because you're paying people to use it basically, versus if it hallucinates to your customer, there's a different bar. Because for you, if people build internal tool with retool, there are external customers to you, you know, so I think you're on the flip side of it.”
Speaker
Alessio Fanelli
Publisher
Latent Space

16 / prediction

As you mentioned, you know, all these connections, it does remind me that you're running up against Zapier, you're running up against maybe Notion in the distant future. And yeah, I think that there'll be a lot of different takes at this space and like whoever is best positioned to serve their customer in the way that they need to shape is going to win.

“As you mentioned, you know, all these connections, it does remind me that you're running up against Zapier, you're running up against maybe Notion in the distant future. And yeah, I think that there'll be a lot of different takes at this space and like whoever is best positioned to serve their customer in the way that they need to shape is going to win.”
Speaker
Shawn Wang
Publisher
Latent Space

17 / evaluation

Morgan Chase, and I've replaced them with an AI chatbot. It's kind of hard to imagine, right, because, like, the employees are doing a lot of things besides, you know, just, you know, generating, you know, maybe another way of putting it is like, chat is like a reactive interface, like, it's like, when you have an issue, you will go reach out to chat and chatbot solve it.

“Morgan Chase, and I've replaced them with an AI chatbot. It's kind of hard to imagine, right, because, like, the employees are doing a lot of things besides, you know, just, you know, generating, you know, maybe another way of putting it is like, chat is like a reactive interface, like, it's like, when you have an issue, you will go reach out to chat and chatbot solve it.”
Speaker
David Hsu
Publisher
Latent Space

18 / evaluation

I'm saying, but honestly, last year, like United States, again, and I think there are slightly more use cases, but still not substantially more. And I think as far as we can tell, a lot of the surveys, especially some of the comments that we saw, do feel like the companies are investing quite a bit in AI, and they're not sure where it's going to go yet.

“I'm saying, but honestly, last year, like United States, again, and I think there are slightly more use cases, but still not substantially more. And I think as far as we can tell, a lot of the surveys, especially some of the comments that we saw, do feel like the companies are investing quite a bit in AI, and they're not sure where it's going to go yet.”
Speaker
David Hsu
Publisher
Latent Space

19 / evaluation

For us, actually, we were planning on asking very similar questions because for us, the value of the survey is mostly seeing changes over time and understanding like, okay, wow, for example, GPT-4 Turbo MPS has declined.

“For us, actually, we were planning on asking very similar questions because for us, the value of the survey is mostly seeing changes over time and understanding like, okay, wow, for example, GPT-4 Turbo MPS has declined.”
Speaker
David Hsu
Publisher
Latent Space

20 / preference

Now, however, where we are right now is I think GPT-4 so far in terms of performance and I would say a model performance is so important right now because like the average, I'm not going to argue LLAMA-2 is actually so far behind, but like customers don't want to use LLAMA-2 because it's so far behind right now.

“Now, however, where we are right now is I think GPT-4 so far in terms of performance and I would say a model performance is so important right now because like the average, I'm not going to argue LLAMA-2 is actually so far behind, but like customers don't want to use LLAMA-2 because it's so far behind right now.”
Speaker
David Hsu
Publisher
Latent Space

21 / preference

So actually when Retwelf first started, we started mostly by doing sales, actually. And the reason we started by doing sales was mostly because we weren't sure whether we had product-market fit and sales seemed to be the best way of proving whether we had product-market fit out.

“So actually when Retwelf first started, we started mostly by doing sales, actually. And the reason we started by doing sales was mostly because we weren't sure whether we had product-market fit and sales seemed to be the best way of proving whether we had product-market fit out.”
Speaker
David Hsu
Publisher
Latent Space

22 / preference

Because like, you know, the AI is wrong, like, you know, 2% of the time, but then you like, you know, a score, if you let's say, you know, raise to the power seven, for example, that's actually wrong, you know, quite often, for example. And so what we've actually done with workflows is we prefer, we've learned, actually, is that we don't want to generate the whole workflow for you by AI.

“Because like, you know, the AI is wrong, like, you know, 2% of the time, but then you like, you know, a score, if you let's say, you know, raise to the power seven, for example, that's actually wrong, you know, quite often, for example. And so what we've actually done with workflows is we prefer, we've learned, actually, is that we don't want to generate the whole workflow for you by AI.”
Speaker
David Hsu
Publisher
Latent Space

24 / evaluation

I think exactly you said is correct, where we raise less money at a lower valuation. And I think the funny thing about this is that when we first announced that, even, you know, internally and both externally, I think people were really surprised, actually, because I think Silicon Valley has been conditioned to think, well, raising a giant sum of money at a giant valuation is a really good thing.

“I think exactly you said is correct, where we raise less money at a lower valuation. And I think the funny thing about this is that when we first announced that, even, you know, internally and both externally, I think people were really surprised, actually, because I think Silicon Valley has been conditioned to think, well, raising a giant sum of money at a giant valuation is a really good thing.”
Speaker
David Hsu
Publisher
Latent Space
Search evidence