Speakers in the public record
Claim mix
belief 27evaluation 7prediction 4uncertainty 3recommendation 1commitment 1preference 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.
44 published records
“Yeah, it's like you almost want to put everything in a file system that looks like source code, not because that's the only way these agents can work, but actually it's quite an efficient way to get a mix of context and random access memory.”
- Publisher
- Cheeky Pint
“Of course, now we're building that because it's much more relevant in the agentic world.”
- Publisher
- Cheeky Pint
“To have something that was not really just a business issue or a technology issue, but in the mainstream. I realized I didn't love that very much.”
- Publisher
- Cheeky Pint
“On the information superhighway. I think the same is true of most companies, AI agent singular.”
- Publisher
- Cheeky Pint
“I think a lot of that still exists because I'm not sure coding the software was necessarily the hard part.”
- Publisher
- Cheeky Pint
“When we first met, I doubt either of us had an extremely positive view of the future of Microsoft.”
- Publisher
- Cheeky Pint
“Software engineering, I think we clearly are seeing a lot of AI productivity gains.”
- Publisher
- Cheeky Pint
“I think Nikita Bier tweeted recently that all of eng, product, and design at Twitter is 50 people.”
- Publisher
- Cheeky Pint
“I think not only am I somewhat skeptical that there will only be two companies in the world, I actually think one of the main things impeding adoption of AI is the lack of existence of all those other companies.”
- Publisher
- Cheeky Pint
“All of a sudden, not only can you afford to provide a great customer experience to more people, even less profitable customers or in lower-margin businesses, which I think is very exciting.”
- Publisher
- Cheeky Pint
“I think at the end of the day, when you're building a business, especially one that's in hyper growth, which successful businesses in tech tend to be, if you are too clever and austere, and going back to your point about Silicon Valley culture is all being the same, there are examples of companies that really innovated in culture.”
- Publisher
- Cheeky Pint
“The way we think about context and how that context is shared so that the agent that's orchestrating it actually understands what's behind all these APIs and why and the history will maybe look a little bit more like OpenClaw and less like MCP over time.”
- Publisher
- Cheeky Pint
“I think if you were to go to a major bank and say, "If you launch a website, you're going to have a competitive advantage against every other bank.”
- Publisher
- Cheeky Pint
“I think AI agents should have memory. I think AI agents should drive relationships, not conversations.”
- Publisher
- Cheeky Pint
“Going back to the first thing we were talking about, it's hard for me to not care about the elegance of the source code, which I think is an impediment to my fully realizing being a software engineer in this new world.”
- Publisher
- Cheeky Pint
“I agree with you. I'm excited for not having to look at the screen for as many things for a variety of reasons.”
- Publisher
- Cheeky Pint
“I think digital has come to include the telephone. That's a big shift because we think of that differently.”
- Publisher
- Cheeky Pint
“I think that'll be true for some software, particularly developer platforms and things like that that are already being consumed and purchased by other engineers.”
- Publisher
- Cheeky Pint
“I don't know about that, but it is interesting right now because obviously a lot of that predated AI.”
- Publisher
- Cheeky Pint
“I think markets are telling you there's a lot of uncertainty, and that's why you see people recede from the whole category, basically.”
- Publisher
- Cheeky Pint
“We talked about this a bit in our annual letter in the context of agentic commerce, where, again, I think people are trying to pitch too much of the end state of fully autonomous, the robots just choosing a few.”
- Publisher
- Cheeky Pint
“Sales, service. I think that's really exciting. Our whole view is that if we were in 1994 and you were doing Cheeky Pint about this internet phenomenon.”
- Publisher
- Cheeky Pint
“I don't know. I haven't followed as much as the… I didn't see that tweet as an example.”
- Publisher
- Cheeky Pint
“Obviously, good companies did this before AI, continuous process improvement, and it feels like that is the best thing to do.”
- Publisher
- Cheeky Pint
“Two people who really are, I would say, not only just curious about AI, but very interested in transforming the home ownership experience with AI.”
- Publisher
- Cheeky Pint
“I'm not sure it solves a problem I have in my flower shop. I might be wrong. I might be unique in that.”
- Publisher
- Cheeky Pint
“I think the exciting part in our world is you're taking something that was just so expensive that people literally hid their phone numbers so people couldn't call them, and you're making it inexpensive and delightful.”
- Publisher
- Cheeky Pint
“I agree. It's very blurry. It's so interesting. You were on the Twitter board during the super interesting takeover battle with Elon Musk.”
- Publisher
- Cheeky Pint
“My view is just like AdWords changed the advertising industry on the internet, just drove it.”
- Publisher
- Cheeky Pint
“On one hand, I think I actually agree with the principle that one of the powerful parts about AI, with its ability to do text, do audio, and I'll say, I'm not sure how you qualify computer use, but you can call it a form of image recognition and manipulation.”
- Publisher
- Cheeky Pint
“Given the progress in math, I'm hopeful we have at least one moment of discovery that is inspiring, because I think a lot of the dialog around AI right now is economic opportunities, but also what could go wrong.”
- Publisher
- Cheeky Pint
“I think we will have some scientific breakthroughs with AI that positively break through into the mainstream press and awareness.”
- Publisher
- Cheeky Pint
“I think a lot of the economy is actually white-collar knowledge work, not coding.”
- Publisher
- Cheeky Pint
“Similarly, I think Patrick has wanted for the longest time in Stripe is the ability to just SSH into your Stripe account.”
- Publisher
- Cheeky Pint
“" What would end up happening is a supervisor agent would observe your reasoning, say, "I think John should have actually looked up the policy here" and send it back with notes and say, "Actually, you're not allowed to make that decision.”
- Publisher
- Cheeky Pint
“One of the challenges when you're offering either sales or service or customer experience to a really well-known brand is it's harder to ground it. It's actually easier when the internet has never heard of you and you want to make a well-grounded agent, it's actually pretty easy because there's no temptation from the LLMs to go off-script.”
- Publisher
- Cheeky Pint
“If you have an AI agent that is making sales for Stripe to small businesses, and I told you I will sell one-tenth the number of new Stripe GMV, however you value that, but I'll use one one-hundredth of the tokens, you probably wouldn't care.”
- Publisher
- Cheeky Pint
“I think a large part of why we work with the largest companies in the world is because our technology works.”
- Publisher
- Cheeky Pint
“I think actually we will end up reimagining our companies with the benefit of AI, will we actually think of our companies as a collection of processes, have people responsible them with KPIs who can apply AI.”
- Publisher
- Cheeky Pint
“" The answer is obviously yes, over some period of time. But it's really interesting because sometimes, I think the hard part of engineering is in the details, and code repos have very specific qualities.”
- Publisher
- Cheeky Pint
“I'm not saying the code doesn't matter, but I've been trying to force myself to not care because I feel like I won't be a self-actualized software engineer in the future if I'm too precious about that artifact which used to be so central to me.”
- Publisher
- Cheeky Pint
“I think that we will end up with individual tech leads who, because of the existence of AI agents, will become even more important, where if you are a, I'll say, product engineer, I'm trying to find the right word for it—we might invent one—who has taste but didn't necessarily know CSS, who has infrastructure ability, meaning that you understand the basics of distributed systems and debugging, and you understand your customer very deeply.”
- Publisher
- Cheeky Pint
“We just did a great case study with SoFi, and I'm really proud that we raised their net promoter score by 33 points just because it's just so delightful.”
- Publisher
- Cheeky Pint
“I don't know. It's interesting because if you look at the past few iterations of technology, you had the PC revolution, then you had the internet and the browser, then the smartphone came out and the tablet.”
- Publisher
- Cheeky Pint