What’s the Future of Vertical SaaS in an AGI World? Jamie Cuffe, CEO of Pace

What’s the Future of Vertical SaaS in an AGI World? Jamie Cuffe, CEO of Pace

Jamie Cuffe is solving one of AI's hardest problems: getting conservative, regulated industries to trust autonomous agents with mission-critical work. At Pace, he's building AI that replaces traditional BPOs in insurance, handling everything from email triage to claims processing with 50-75% cost savings. Drawing on his experience at Retool, Jamie emphasizes the importance of "closing the distance" with customers through forward-deployed engineering and being "the rock" that clients can rely on. He shares how focusing on top-tier insurance carriers and maintaining exceptionally high standards is enabling Pace to capture a meaningful share of the $400 billion BPO market while building a durable business model - at AI-native velocity. Hosted by Lauren Reeder and Pat Grady, Sequoia Capital

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Episoder(109)

Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion

Box's Aaron Levie: On Reinventing Yourself in the AI Age and Enterprise Diffusion

Starting a company is hard. Reinventing your company for AI as a public company with quarterly earnings results is even harder. Aaron Levie has pulled off the transition with Box and offers hard-won a...

15 Sep 1h 5min

Making Cities Awesome: Peregrine’s Nick Noone & Ben Rudolph

Making Cities Awesome: Peregrine’s Nick Noone & Ben Rudolph

Most public safety technology companies grow by collecting more data. Peregrine inverted the model: no sensors, no new data, a business built on connecting the data and information cities already own....

1 Sep 52min

Parallel’s Parag Agrawal: Building a New Web for AI Agents

Parallel’s Parag Agrawal: Building a New Web for AI Agents

Parag Agrawal is making a bet that goes against two decades of web search: agents will query the web a thousand times more than humans ever have, and the infrastructure built around human clicks is wr...

25 Aug 55min

Rich Sutton and Khurram Javed: Why AI Models Stop Learning, and How to Start It Again

Rich Sutton and Khurram Javed: Why AI Models Stop Learning, and How to Start It Again

Rich Sutton, who helped pioneer reinforcement learning and wrote the seminal AI essay The Bitter Lesson, has now cofounded Oak Lab with his former student Khurram Javed. Their goal: to build agents th...

18 Aug 53min

Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem

Chai Discovery's Bitter Lesson: Drug Design Is Another Scaling Problem

Most people treat biology as a bespoke, messy science. Josh Meier and Matt McPartlon, co-founders of Chai Discovery, treat it as an engineering problem. They make the case that drug design obeys the b...

4 Aug 47min

Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil

Building the Automated AGI Lab: Core Automation's Jerry Tworek and Rohan Anil

Jerry Tworek led reasoning at OpenAI, convinced that scaling reinforcement learning was the path to AGI. Rohan Anil co-led Gemini pre-training and built the Shampoo optimizer. Now they've teamed up at...

29 Jul 49min

Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself

Factory's Matan Grinberg: The Coming ‘Dark Factory’ Where Software Builds Itself

Factory started building fully autonomous coding agents in April 2023, two years before enterprises were ready. Matan Grinberg now says this is indistinguishable from being wrong. The Factory co-found...

21 Jul 51min

Anthropic's Katelyn Lesse & Angela Jiang: Building an Ecosystem, not a Walled Garden

Anthropic's Katelyn Lesse & Angela Jiang: Building an Ecosystem, not a Walled Garden

Katelyn Lesse and Angela Jiang lead the team building Anthropic's developer platform - the layer that both outside builders and Anthropic's own products run on top of. Angela frames the platform as a ...

14 Jul 48min

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