Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]
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This year's presenting sponsor for Invest Like the Best is Ramp. Ramp has built a command and control system for companies' finances. You can issue cards, manage approvals, make vendor payments of all kinds, and even automate closing your books all in one place. We did an incredibly deep dive on the company and its product as part of this new partnership, and what we heard and saw in customer surveys over and over again was that Ramp is the best product by far. We've been users ourselves since I started my business since long before I was able to spend so much time with the founders of Ramp an
Patrick O'Shaughnessy is the CEO of Positive Sum. All opinions expressed expressed by Patrick and podcast guests are solely their own opinions and do not reflect the opinion of Positive Sum. This podcast is for informational purposes only and should not be relied upon as a basis for investment decisions. Clients of positive sum may maintain positions in the securities discussed in this podcast. To learn more, visit psum.vc. My
guest today is my good friend, Ravi Gupta. Ravi is a partner at Sequoia Capital and also the host of Glue Guys, a podcast on the Colossus Network that discusses both business and sports. I wanted to have him back on Invest Like the Best to discuss a recent essay of his that he called AI or Die. As someone with incredible operating and investing chops, Ravi believes we're entering an era where the constraints that historically limited small teams are dissolving, creating unprecedented opportunities for those willing to embrace change aggressively. We discussed why traditional metrics of corpora
everyone, you see these new model advances, and they've come out so quickly that you are using the models for whatever you're using them for the day before. And it's hard to think of even what to ask them when the new ones come out. So a couple of things happened. One, you know, I'm on the board of Sierra, Brett and Clay's company. And they started describing some of the things that were able to be done in o one pro that were not able to be done with four o. And I was surprised. And I think that the specific example that came up was when Blake was talking about something he was doing with it.
maybe talk about what you mean by AI or dial in its most kind of intense form.
Well, if you take that Dario quote from his essay from October, he describes what he believes powerful AI will be, and it's this idea of a country of geniuses in a data center. That's what's gonna be available to anyone. And then you take what Sam has been saying. The quote he has is, in a decade, every person will be more capable than any person is today. And if you just take a moment, literally just read the words again or say them again in your brain, they are, like, mind bending. And so the point of what do I mean by AI or die? If they're at all right, if there's something approaching righ
So since you first had these couple moments with your friends at those leading edge companies, what have you personally done differently to try to respect this faster than you thought pace of change? I
love the word choice to respect it. So the first thing, I guess, to be very honest was I talked to Avni about what are we doing to educate our kids. If this is true, my first thought was not what does it mean for businesses. It means what does it mean for our family? What does it mean for the kids? What is the right way to teach them in a world where the tools that are going to be available to them are gonna be totally different? We realized that I don't think that there's actually skil
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