Shiv Rao
speaker
693 appearances
1 recordings
1 series
first heard May 2026
last heard 16 May
Shiv Rao’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
Being one of the first.
I think being late doesn't work.
But, you know, there's that refrain that being early is also being wrong.
I think we're a good case study in being resilient.
Like you can sort of overcome, you know, that issue of being perhaps too early.
There's like three variants of like AI native company maybe.
There's like we started three months after the Transformer paper.
In my head, there's a post-transformer paper, pre-LLM company, there's post-LLM, pre-agent company, and there's post-agent company.
And anymore, depending on your vintage, you have to make sure that you become the latest variant as fast as you possibly can.
And that might mean that your product evolves pretty significantly.
It might also mean that the way you organize your company and you operate your company evolves pretty significantly, as we're seeing in this new era with agents.
But we were a post-transformer pre-LLM.
And as soon as the LLM moment happened, we became that as fast as we possibly could in all the different ways.
And now we've been doing the same thing in this new world with agents.
If you are fighting against them, you've already lost.
If you haven't figured out how you're going to win with them, how you're going to not just coexist, but actually find ways to collaborate potentially.
And if the tailwinds that they create are not yours to leverage, then you're screwed.
What does that mean for you then if we take a...
So like healthcare, we say this is a vertical AI company, but you think about it, healthcare, $5.3 trillion market.
It's about 18, 19% of US GDP.
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