Evan Smith

speaker

503 appearances 1 recordings 1 series first heard Jul 2026 last heard 27 Jul

Evan Smith’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 Jul 2026 with 1.

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Decoder with Nilay Patel · Tariffs didn’t bring manufacturing jobs back to the US · 27 Jul 2026 podcast

Yes.

But, um, I think we're shipping faster.

We're being more productive and it's sort of a no brainer ROI.

Like it hasn't even gotten to my consciousness where, you know, but for, like I said, a few weeks ago with, with fable, um,

In terms of flowing through cost to customers, we have a different set of products.

Some of them are scaling on the dimension of the products under management, the physical goods under management.

If you're on the Altona network, you're managing your products.

their parts, the value chain networks associated with them, and you can share those product passports with your customers, with your freight forwarder, with your regulator, right?

So that's the network we built.

And the more products, physical goods that you manage on the Altona network, the more we charge you.

That's one dimension of it.

And that doesn't necessarily scale with AI compute.

It does in a little way, but not from our pricing standpoint.

What...

What we're now reckoning with with this servo acquisition and some more of our agentic workflows that we built ourselves is having agents do work.

And agents can run up a lot of compute, right?

And so that is a gross margin question that you have to really manage carefully.

And then you get into pricing dynamics with customers where it's like, well, what's the value of the work?

Right, so charging for tokens is kind of

Silly.

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