Amjad Masad

speaker

473 appearances 1 recordings 1 series first heard Apr 2026 last heard 25 Apr

Amjad Masad’s voice in public audio — every appearance, attributed to the second.

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recordings per month · last 12 months

Recordings per month over the last 12 months — 1 in all, peaking in Apr 2026 with 1.

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And they're also massively subsidizing their service.

Can I be blunt?

What are your margins and how have they changed over time?

They changed quite a bit.

I said last year, we were close to profitability.

In programming, there's this old saying, premature optimization is the root of all evil.

Because as a programmer, if you think about performance and optimization early on, you're going to make the wrong decisions.

So the reason margins like keep moving around is like, we're trying to build the best product.

And then after we build the best product possible, then we look around and we're like, okay, there's so many ways we can optimize.

Then we go into an optimization period.

I would say that is the core competency IP of an agent lab.

If you think of yourself as an agent lab, you have this tacit knowledge first evaluating models.

I think about our AI engineers, it's kind of psychologists in many ways.

When a model comes out, the first thing they do, they like sit down with it for a day or two.

They play around with it.

They plug it in.

They're like, okay, what are the limits?

What can it do?

And that's more like the tacit aspect of it, right?

Which is very easy to underestimate.

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