Speakers in the public record
Claim mix
evaluation 3prediction 2preference 1
Evidence policy
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The useful parts, with receipts.
6 published records
“els can do a lot of things but they cannot do everything and you know that so and that we're kind of hitting in some ways you know a high evolution of the large language model as we can kind of see as we got in a GPT five looks a lot like GPT four it's more evolutionary than revolutionary so we're seeing a maturation of that type of technology right now that deeply integrated into the tech into the application layer that's where I'm getting the most value and that idea that those agents then when they're directly talking to the customer or directly talking to the employee they need to be you know manage through those guardrails they need to be managed through that structure and that's incredibly important for us as the tech vendor to be able to provide that to the customer when you say 30 to 50% of work is being done by agents today I guess how do you think about the the unit of work being done how do you assess that at an organizational level to try to figure out where the balance is of who's doing what well I think we kind of lay it out like in that support example which is really I think the best example right that if we were having this conversation a year ago and you were call”
- Speaker
- Not verified from transcript
- Publisher
- The Logan Bartlett Show
“the things we're seeing in the private markets for startups I guess is this it may be a overused terminology but but adopting some of the nomenclature from the Palantir world of like forward deployed engineering which I think is being purpose felt purpose fit a little bit differently than what Palantir intends it to be and maybe it's a little bit more of I saw someone call it sparkling sales engineering or something versus in the past but I guess do you are you seeing more consultative relationships with customers that are helping or that are looking to you to help them more map the journey than you have in the past and therefore it is that required like different staffing or different utilization of resources internally I'm very inspired by Palantir you know they sell and they sell in parts of the market that I have not traditionally sold and they also sell at prices that I've never seen and our price offer being sold at so I've very inspired by and they try and broker goals that you know rarely are seen as well right yeah and I mean yes the the federal US federal government sales force is largest customer and you know we run all the major you know civilian agencies like the veter”
- Speaker
- Not verified from transcript
- Publisher
- The Logan Bartlett Show
“o that when the next agent comes out it affects my you know power system again it's all right there in front of them because that's going to be the nature field service you know even like when we work with PG&E on their wildfire prevention they're out there with our field service app where they're looking at every powerful and every branch and every piece but they're not alone the agentic layer is with them it's humans and agents working together but the system of record the agentic layer the LLM all have to be integrated together you know it's that we talked about this actually nine months ago I remember the data layer the data foundation the application layer and the agentic layer are the three core layers of how applications are working going forward and that's well at least that's how I use them every single day and maybe you have a different way even when I'm using for example like last night I was shopping for ties so I was you know on an LLM and I'm looking for the right tie of this kind of thing it wasn't one of the two that you mentioned it was a different one and then it brings me in there it's kind of a super search you know it's like helping me search to find the we”
- Speaker
- Not verified from transcript
- Publisher
- The Logan Bartlett Show
“aspects of somebody's life you know which is their cancer diagnosis I would say that that's something where all of a sudden you know you better have be completely buttoned up as a company and have the highest level of trust and capability and so your values matter so your vision matters your values and then your execution matters the quality of your team matters how you are actually making things happen day-to-day matters and also are you rapidly resolving obstacles and what are your KPIs are you scaling your revenue both of those companies are scaling their revenue really aggressively like you need to scale your revenue and go because others will come for you well this has always been true and you know I've been in Silicon Valley my whole life I was born in San Francisco I grew up in the peninsula in Hillsborough my whole life has been in Silicon Valley and all the great entrepreneurs and all the great venture capitalists have proceeded us you know from the air of Arthur Rock and Sandy Robertson was one of my mentors you know to the great investors and entrepreneurs of today you know they have more things in common than different and one of them is you know you better go and you b”
- Speaker
- Not verified from transcript
- Publisher
- The Logan Bartlett Show
“you've been the CEO now sales force for 25 26 years you've seen every cycle that at least in my lifetime from dot com to mobile the cloud AI do you have a contrarium bet that maybe people look believe about AI today that we're going to look back on in five years and it's just going to be patently false well I think that there's you know unfortunately we have this kind of clarinet you know I would say reality distortion field that could create it around the time we've talked about a year ago we're all of a sudden the sea of carna seems like a very new sky I've never met I've had one I'd seem wonderful but his messages changed like 10 times and 10 months and the stuff that he said was truly he's kind of walked back is not true I see on the other side there's people in my industry even some of my peers to talk about the end of apps or the end of crud day you know that enterprise apps are just crud databases it's like whoa I I just think that there's a lot of kind of crazy things I mean I think even some of the talk about AGI may be a two augmented that you know these large language models are really amazing but they're not AGI and I was like this this weekend I was like figuring out h”
- Speaker
- Not verified from transcript
- Publisher
- The Logan Bartlett Show
“his what I had down was 8,000 deals and generating over a hundred million in ARR for agent force I don't know if there's newer numbers out there if that's the latest well you'll you'll hear those when we do earnings next okay great okay so so earnings well wait and baited breath for that I assume they're higher than they were in the past what what was counterintuitive or as this has ramped up what's been unexpected in the response of actually seeing this out in the wild and in production well you can see that our AI and data product line is the fastest growing product line we've ever had it's you know the it's over a billion dollars now and all that is been a huge shock that we've been all the scale it is fast I mean we've seen the these great startup companies like Databricks and snowflake you know we've been investors in both of those companies we help bring snowflake public or investors and Databricks as well and you know and then you know we look at other companies that are doing data foundations or data foundries and others it's like wow this is a big category these companies are all like three to four billion dollars in revenue and now all of a sudden well we're a billion dol”
- Speaker
- Not verified from transcript
- Publisher
- The Logan Bartlett Show