George Sivulka

I would, but ultimately I think all of them are undervalued. I genuinely believe all AI companies and the S&P 500 are all undervalued, which is a very hot take. If we're about to create $100 trillion of value, I think this is a real tangible technological shift. It's a massive unlock on the order of what computing did for the entire economy over the last 60 to 80 years.

I think this will do for the next 60 to 80 years. I think all of these companies are massively undervalued, including the non-AI companies are

I think this will do for the next 60 to 80 years. I think all of these companies are massively undervalued, including the non-AI companies are

I think this will do for the next 60 to 80 years. I think all of these companies are massively undervalued, including the non-AI companies are

unpack the last bit including the non-ai companies i genuinely believe that computers made legacy businesses better if you use them correctly uh and so it's a massive disrupting force but if you can ride the wave of change a ai agents and this new fundamental paradigm that is a massive unlock for you do you think there is a slight difference everyone talks about kind of different uh technological transitions when you look at you know the agricultural transition or the kind of agricultural dependency on human labor and movement to machinery

unpack the last bit including the non-ai companies i genuinely believe that computers made legacy businesses better if you use them correctly uh and so it's a massive disrupting force but if you can ride the wave of change a ai agents and this new fundamental paradigm that is a massive unlock for you do you think there is a slight difference everyone talks about kind of different uh technological transitions when you look at you know the agricultural transition or the kind of agricultural dependency on human labor and movement to machinery

unpack the last bit including the non-ai companies i genuinely believe that computers made legacy businesses better if you use them correctly uh and so it's a massive disrupting force but if you can ride the wave of change a ai agents and this new fundamental paradigm that is a massive unlock for you do you think there is a slight difference everyone talks about kind of different uh technological transitions when you look at you know the agricultural transition or the kind of agricultural dependency on human labor and movement to machinery

Yeah, I actually always liken technological revolutions to what Hedby is doing right now, where people invented or we discovered the technology of fire and then someone invented the torch. I don't know how many years later we invented the engine and someone invented the car or the wheel and then the chariot. And so this idea of encapsulating and building a useful product.

Yeah, I actually always liken technological revolutions to what Hedby is doing right now, where people invented or we discovered the technology of fire and then someone invented the torch. I don't know how many years later we invented the engine and someone invented the car or the wheel and then the chariot. And so this idea of encapsulating and building a useful product.

Yeah, I actually always liken technological revolutions to what Hedby is doing right now, where people invented or we discovered the technology of fire and then someone invented the torch. I don't know how many years later we invented the engine and someone invented the car or the wheel and then the chariot. And so this idea of encapsulating and building a useful product.

on top of a technology change is actually the thing that takes more time. And I think that Hebbia has built, if Excel was that product for compute, I actually think Hebbia has built that product for AI. And I think that when you have a good product, that transition will be very, very, very quick.

on top of a technology change is actually the thing that takes more time. And I think that Hebbia has built, if Excel was that product for compute, I actually think Hebbia has built that product for AI. And I think that when you have a good product, that transition will be very, very, very quick.

on top of a technology change is actually the thing that takes more time. And I think that Hebbia has built, if Excel was that product for compute, I actually think Hebbia has built that product for AI. And I think that when you have a good product, that transition will be very, very, very quick.

Right now we have these chatbots or these surface level search engines that give you facetious surface level value. Yeah, it'll help your kids cheat on their homework, but to drive to whether or not something's a good investment is a much, much more rich problem. Is chat the right interface for many of these applications? I ultimately do not think so. I think that chat was always a useful feature.

Right now we have these chatbots or these surface level search engines that give you facetious surface level value. Yeah, it'll help your kids cheat on their homework, but to drive to whether or not something's a good investment is a much, much more rich problem. Is chat the right interface for many of these applications? I ultimately do not think so. I think that chat was always a useful feature.

Right now we have these chatbots or these surface level search engines that give you facetious surface level value. Yeah, it'll help your kids cheat on their homework, but to drive to whether or not something's a good investment is a much, much more rich problem. Is chat the right interface for many of these applications? I ultimately do not think so. I think that chat was always a useful feature.

It's a useful interface. It's like a single cell in Excel. It's like asking if the TI-84 was the right interface for computers or the terminal was the right interface for computers. We have not even started to explore the opportunities for interfaces. What do you think they are? I think that Hebbia is the Bell Labs, and I conceive of ourselves as the Bell Labs of defining AI interfaces.

It's a useful interface. It's like a single cell in Excel. It's like asking if the TI-84 was the right interface for computers or the terminal was the right interface for computers. We have not even started to explore the opportunities for interfaces. What do you think they are? I think that Hebbia is the Bell Labs, and I conceive of ourselves as the Bell Labs of defining AI interfaces.

It's a useful interface. It's like a single cell in Excel. It's like asking if the TI-84 was the right interface for computers or the terminal was the right interface for computers. We have not even started to explore the opportunities for interfaces. What do you think they are? I think that Hebbia is the Bell Labs, and I conceive of ourselves as the Bell Labs of defining AI interfaces.

I think that RAG was one of them, i.e. this idea you could find things in the data really fast. Decomposition in agents are another. This idea of scaling at inference with our matrix product is another.