Ray Ozzie - The Future of Intelligent Machines - [Invest Like the Best, EP.391]
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2 fun facts about our newest sponsorship partner, Ramp. 1st, they are the fastest growing Fintech company in history, reaching a level of revenue in 5 years that I can't quote exactly, but is eyebrow raising. 2nd, they are backed by more of my favorite past guests, at least 16 of them when I counted, than probably any other company that I'm aware of. A list that includes Ravi Gupta at Sequoia, Josh Kushner at Thrive, Keith Raboy at Founders Fund and Khosla Ventures, Patrick and John Collison, Michael Ovitz, Brad Gershner. The list goes on and on. These facts demand the question, why? Having be
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My guest today is Ray Ozzie, one of the great technologists, software developers, and entrepreneurs of our time. Ray is perhaps best known as the creator of Lotus Notes, a collaboration tool that revolutionized business communication in the 19 nineties. He later succeeded Bill Gates as chief software architect at Microsoft, where he played a key part in the development of Azure, Microsoft's cloud computing platform. Ray's work has earned him numerous accolades, including induction in the Computer History Museum Hall of Fellows and the National Academy of Engineering. Throughout his career, Ray
Patrick. Yeah. This was just a few months ago. I was in Ukraine, and, actually, probably on a relative basis, the safest place I could be in Ukraine, which is Kyiv, and I was there with a few volunteers from Safecast, which is a nonprofit I'm involved in. And I was actually also there with my son who works for my company, Blues. And it was the middle of the night. We're sitting there. I'm alternating back and forth between Telegram and an air alert app and messages on my phone. And my wife is like, I don't understand why you had to be there. Why did you have to go? This isn't gonna end well. A
been really involved there for a while in a story that goes back to something you started back in 2,011. But before we go back to 2,011 and get into the technology story, maybe you could just give us a taste of what I would call the wild evolutions of the use of technology in warfare that you've seen in Ukraine both from an offensive and defensive perspective. Because, again, you hear dispatches in the US at a distance and don't pay close attention. You've been up close and personal a lot. Talk about the role of technology and what the cutting edge feels like in that very specific situation.
There's a lot going on over there. And if you take the time and interest to read, essentially, even though it's a horrible situation right now, it is essentially a proving ground for a term that I will refer to repeatedly, which is intelligent machines, intelligence cyber physical systems, the use of AI and machine learning as it pertains to machines, low cost drone manufacturing. The reason I was over there was because of radiation monitoring and the use of technology that we're working on throughout Ukraine. However, technology is being used both for us offensive and defensive uses. I think
you think about the role of the technology that you've developed, maybe you can just explain what it is, and I'm fascinated by the cell phone example where you create this. I'll call it
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