Jacob Effron
speaker
130 appearances
1 recordings
1 series
first heard May 2026
last heard 14 May
Jacob Effron’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in May 2026 with 1.
Appearances
Definitely a a competitive market.
It feels like one at at the epicenter of the foundation models and, you know, uh big hyperscaler.
So it'll be interesting to see how it all all plays out.
Always my mental model is like there's a few markets that are like the foundation model companies have to win or like big enough to to go after.
And it's probably like consumer code and that.
Um and so it would definitely be uh be interesting to see how it plays out.
I I guess one thing we often think about on the investing side is, you know, the pace of of progress in models changes so fast.
And so the building patterns adjust so fast.
And it's always hard to figure out like what pieces of the way people are building today, the infrastructure tools they use are going to prove persistent versus, okay, six months later we're doing something completely different because, you know, models have have improved.
I'm curious of the stuff you use today, like how how do you think about the pieces of AI infrastructure software that feel a little bit more persistent?
Right.
Just with like a thousand times more of the scale of agents running at them and so Yeah.
So make sure that
Yeah.
I'm curious for both of you, like what's one thing you've changed your mind on in AI in the past year?
Yeah, it's interesting.
I imagine a lot of that also is is like given the con this context of the stage that it bridges at.
I feel like for so many early stage companies, it's just a desperate race to f you throw like 30 things at the wall, you're like, please something just like resonate with my end buyer.
Um, and you know, you find something, and and that's you know, why the prototype first approach is so powerful.
But for you all, it's like anything you're gonna do is f across 200 systems, there's like a whole, you know, implementation change management side of
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