HomeVideos

Cody Schneider (Graphed): What It Takes to Build AI Marketing Agents That Work

Now Playing

Cody Schneider (Graphed): What It Takes to Build AI Marketing Agents That Work

Transcript

1884 segments

0:00

You have like a board meeting with your

0:01

agents. You're like, how's that product

0:02

going? It's very very good. Listen, I

0:04

think you need to cut down on cost. I

0:06

just be like, agent, run Facebook ads.

0:08

It's like, holy [ __ ] you know? Like

0:09

just like a human that that has never

0:10

done it before. And it's also just like

0:12

it's very rare you can find somebody

0:13

that can make good creative, that can

0:15

like actually run manage the ad account,

0:17

that can analyze the data, that like can

0:19

do all those pieces. [music] So it's

0:20

Like vibe coding from zero to 80% is

0:23

pretty cool. 80 to production [music]

0:25

and live is like a chasm and unless you

0:28

know what you're doing, basically

0:30

crashed out. I got banned from Etsy for

0:32

mining their They weren't stoked about

0:34

that. I still have a ban, which is

0:37

hilarious.

0:40

Oh, man.

0:42

Oh, my goodness. One of those days, man.

0:45

>> It's you.

0:46

I know. I know. You know, totally. Yeah.

0:48

I am I don't I don't know how you are

0:51

these days, but I am in the mode where

0:54

uh 4:30 a.m. my brain goes, oh, you

0:57

should fire up some Clyde code tabs.

0:59

>> Literally I'm like in the same I woke up

1:01

at 2:30 this morning and I was like, oh,

1:03

here I could go and have this graft

1:05

agent that like does this thing.

1:07

>> totally. Yeah. And then my you know, my

1:09

wife is like, what time did you get up?

1:10

I was up at 4:30 and here's what I did.

1:11

Here's what I've already had three

1:12

coffees. Like

1:14

>> [laughter]

1:15

>> It's ridiculous. Oh. We're talking to

1:17

this We're talking to We're in this with

1:19

this private equity company and they're

1:21

like, hey, we need to like source com

1:22

you know, business owners that are

1:23

wanting to sell their businesses. And

1:25

we're like, okay, cool. How can we do

1:26

that? And this is literally like this

1:28

morning. I was like, oh, I bet you I

1:29

could go and look at the site map

1:31

changes of like business sites, like

1:34

sell my business sites. And then from

1:36

that public information, like have Exa

1:39

basically be like this company is at

1:41

this location that is described like

1:43

this. And then find the LinkedIn profile

1:45

of the person and then cold email them

1:46

and it was like, yes, was the answer.

1:48

And so literally like built that agent

1:50

this morning for them, which was

1:51

ridiculous, but I don't think people

1:53

understand what's about to happen with

1:54

all this marketing agents. That is

1:56

crazy, man. But don't you don't you in

1:57

your brain a lot of times end up

2:00

becoming the GIF of like All right, wake

2:03

up, Jarvis. Let's go. Exactly.

2:05

>> Like, you know, and you just start like

2:06

moving stuff around. So good to see you

2:09

again, sir. What would you like to build

2:11

today?

2:12

Exactly. [laughter]

2:13

Exactly. Oh,

2:16

um

2:16

You know what's funny is when I was

2:17

looking back, so I want to get into

2:19

Graft. Yep. And and and the birth of of

2:22

Graft and

2:24

what I love about it and where you guys

2:25

are headed. But

2:27

funny enough,

2:28

I was looking at your background sort

2:31

of, you know, understanding

2:34

your your trajectory.

2:36

Um

2:37

I emailed you two years ago at Swell AI

2:39

and was like, I love it. It's great.

2:41

[laughter]

2:42

And funny enough, I had found you off We

2:44

just bought it back and we're like,

2:45

we're we're resurrecting it.

2:47

We sold it to an operator and it just

2:49

kind of went to a terrible place and

2:51

we're like, all right, we just our names

2:53

were still sort of connected to it and

2:55

we're like, pretty quick we're like, all

2:56

right, we need to get it back and like

2:58

refurbish it. So That's what has been

3:00

happening for like the last two months.

3:01

It's like it was one of the biggest

3:03

pains of, you know, of podcasting

3:05

is trying trying to figure all that out.

3:07

I I love the product. And funny and then

3:10

you and I were talking about Danny

3:12

Grant today and in the email that I sent

3:15

you two years ago, I said if I found you

3:17

off the exchange with Danny on X.

3:19

>> Oh, nice.

3:21

Small world, man.

3:22

Small world. We yeah, I want to hear

3:24

like so, you know, typically one of the

3:26

things we dive into that I love, you

3:28

know, I'm I mean I love Darius CEO and

3:30

Patrol and all this, but like but what I

3:32

really love to hear about is that like

3:35

the week you you have an aha and you're

3:38

like, oh, man, is this going to be the

3:40

thing? Like am I going to buy some

3:41

domain names and now that now this is

3:43

like this is what I'm doing now. Like

3:45

I'm putting everything into the, you

3:46

know, into this basket. You know, and

3:48

then the

3:48

>> bought trackable QR code.com cuz I have

3:52

no compulsion [laughter] control cuz I'm

3:54

like, all right, I'm just

3:55

I'm literally going to have an agent

3:57

build it like I'm going to have a graph

3:58

agent like go and like build the actual

4:00

product and then market the product and

4:02

just see if we can run it autonomously,

4:04

which is hilarious. just be like, how's

4:05

it going? You have like a board meeting

4:07

with your agents.

4:08

>> You're like, how's that product going?

4:09

It's very very good. Listen, I think you

4:11

need to cut down on cost. Yeah.

4:13

Totally. But you know, more honestly,

4:14

when I'm I'm thinking about companies,

4:16

it's like either like this is a problem

4:17

that I'm facing that like, you know, and

4:19

there's a certain amount of people that

4:21

have that same profile that this like

4:23

are, you know, they're also trying to

4:24

solve the solution for.

4:26

Or it's just like based off of search

4:28

intent. Like for example, that that

4:30

domain name, like the trackable QR code,

4:33

it's like getting I think it's like

4:34

1,200 searches per month and like it's

4:36

growing really rapidly. So I'm like, oh,

4:38

this is like a problem that people are

4:40

trying to solve. When you look at the

4:41

solutions that exist that that are

4:43

before them, it's like Bitly, right? Is

4:45

an example. Um they're not really

4:47

focused on that and then it's like, oh,

4:48

who's buying this? It's like restaurants

4:50

and like, you know, companies that are

4:52

sending um

4:54

uh like I didn't realize this, but um a

4:56

lot of

4:57

um like consumer packaged goods

4:59

companies are starting to put QR codes

5:01

on their products as a way to like they

5:03

have some offer that like takes the user

5:04

further etc. Yep. And so they need a way

5:07

to like a Ralph Lauren, you know, that

5:09

sort of has like this is exactly what it

5:11

is and and that's so great because you

5:13

think being able to just actually shoot

5:15

all the stuff in your closet. Totally.

5:18

Totally. I love it. Yeah. So anyway,

5:21

stuff like that is kind of my origin of

5:22

like when I'm like, okay, is this a a

5:24

brand or a company? And I think there's

5:25

like a bunch of different components of

5:26

the you know, different levels of this

5:28

of like you know, there's a fun

5:31

side quest thing and then there's like,

5:33

oh, this is like got the biology for

5:35

like a large company. And then I I think

5:37

that's just like a pulse thing. Like I

5:39

said, you know,

5:40

call myself an entrepreneur. I just

5:42

build businesses and like but

5:45

at its core it's like you you as you do

5:47

this more and more, you start to get a

5:48

understanding of the market and like

5:50

what actually has

5:52

you know, again, the biology to be a

5:54

large organization or what's going to be

5:56

like this can be a cool side project

5:58

that makes

5:59

whatever eight grand a month and It's

6:00

got legs legs enough to get to the

6:02

eighth floor, you know, or whatever,

6:04

which could be a good flip, but then

6:06

yeah, that's cool. Yeah, so I don't know

6:08

if that answers your question directly,

6:10

but

6:10

>> [laughter]

6:11

>> I and so funny enough going back, you

6:14

know, I want to go back to to sort of

6:16

like upbringing and you know, and and

6:18

and are there parts of your DNA and your

6:20

upbringing that sort of, you know, is is

6:22

built into this. One other small world

6:24

thing is I interviewed Tara. Oh, nice.

6:28

Cool.

6:29

on the podcast. So Max, my co-founder

6:31

and I, like we we met at Ruphae Health.

6:34

I was like employee nine or 10 and he

6:36

was right after me and so we basically

6:39

our my who who recruited both of us is

6:41

named Kobe Conrad. He's running his

6:42

company now called Sunflower Sober Now

6:44

and um but anyways, he

6:46

like you needed to meet Max. I think you

6:48

guys would get along and like

6:49

immediately basically like we were both

6:51

into techno and skiing, so we just kind

6:52

of became friends. I think that I

6:53

immediately like while we were still

6:55

working at Ruphae, Wait, are we best

6:57

friends now? Yeah, basically. Yeah, I

6:59

think we are. I mean,

7:01

he probably wants to kill me some days.

7:02

He's the better half, man, where like,

7:04

you know, I'm out here just kind of

7:06

running around on the marketing side and

7:07

he's the he's the Oh, my gosh. the slow

7:09

and steady on that he's the he's the

7:11

That's Martina. That's Martina on on on

7:13

that side. I'm the one like she'll show

7:15

me something that she just built and

7:17

it's amazing. And I'm like, oh, you know

7:19

what phase seven of this could be? And

7:21

she's like, you know what? Can we just

7:23

Can we stop? Yeah. Can we just hold on

7:25

for a second? Exactly, man. Exactly. So

7:27

like wait like, you know, where where'd

7:29

you grow up and and was there anything

7:31

in in your, you know, family dynamics or

7:34

or just in the way you were built that

7:36

was like, oh, I love figuring stuff out

7:38

and, you know, solving problems or like

7:41

where do you get some of those like

7:42

Puzzles and trend analysis was always

7:44

the things I was interested in.

7:46

Like give me a bunch of data, what does

7:47

all this mean and like how do I

7:49

synthesize it?

7:50

Um I studied economics in college. I I

7:52

think I asked like I was wanting to do

7:54

engineering and then

7:56

like finance, right? And then I was like

7:58

I was like basically that the thought

8:00

was, how do I make money and how do I

8:01

have a skill to sell? Um

8:04

And really like how does money work and

8:05

how does how do I have a skill to sell?

8:06

And then I ended up getting an economics

8:08

degree,

8:09

which makes zero sense, but Anyway,

8:12

yeah,

8:13

I mean background wise, I grew up in a

8:14

small town

8:16

in North Idaho called Coeur d'Alene.

8:18

It's now become super crazy popular

8:21

since the Kardashians went there during

8:22

COVID and it's basically like turned

8:24

into this,

8:26

you know, suburb of LA and San

8:27

Francisco, which is kind of funny.

8:29

But yeah, it's like an old mining and

8:31

timber town. My parents were like

8:33

My from LA originally and then

8:36

basically we're like, we want to get out

8:38

into nature. They were

8:40

both kind of dirt bags as I would

8:41

describe them, a little hippy. Um and uh

8:44

yeah, so we did that.

8:45

My

8:46

both of them are I build companies.

8:48

That's all I really know. I've like had

8:50

maybe

8:51

I've started more of the companies than

8:52

I've had jobs.

8:53

>> [laughter]

8:54

>> Yeah. Yeah, I really got

8:56

>> actually shutting them down and like,

8:58

you know, doing all the like all the

9:00

paper trying to back out of Google

9:02

Workspaces.

9:03

>> [laughter]

9:04

>> We just rolled a bunch of credit cards

9:06

like recently for a bunch of stuff cuz

9:07

we're like, we don't even know where any

9:09

of this is. And so we're just like we're

9:11

like, cool, we're just going to roll all

9:13

of these and like just see what happens.

9:15

Whatever breaks, we'll go and fix and

9:17

then, you know, restart. That's good. Um

9:19

it's kind of funny. That was literally

9:21

like we did that like two months ago. I

9:22

I had to update a credit card this

9:24

morning that was like needed it for you

9:26

know, one of the one of the companies.

9:27

But

9:28

Anyways, um yeah, so started that.

9:31

Always was just kind of like buying and

9:32

selling stuff.

9:34

Um first uh

9:35

you know, in high school I learned how

9:37

to

9:38

do like graphic design.

9:40

Kind of taught myself Photoshop and

9:41

Illustrator and then figured out how to

9:43

do screen printing and then got a direct

9:45

to garment printer. And then I was like,

9:47

how do I sell things on the internet?

9:48

And then I ended up uh

9:50

figuring out how to mine Etsy for sales

9:53

data. At the time it was public, so you

9:55

could see the best selling products and

9:56

I was basically doing a script to do

9:58

extraction for that. And then I was

10:00

pulling that uh and we would remix the

10:03

best sellers uh based off of the target

10:05

keywords that they were going after. And

10:08

um then uh from there I was like,

10:10

"Cool." I was literally like running

10:11

this out of my basement and like we were

10:13

print you know

10:14

we were like 20 and making 10 grand a

10:17

month, you feel like God, right? Um

10:19

So that was happening and then I was

10:21

like, "All right, cool. Like how do I

10:22

not do the operations?" And so a couple

10:25

It's really early on print on demand and

10:26

basically rode that wave when that

10:28

happened. Um basically crashed out. I

10:31

got banned from Etsy for mining their

10:33

data. They weren't stoked about that. Um

10:35

I still have a ban um which is

10:37

hilarious. Uh I like to every year I'll

10:39

just try to like sign up and see what

10:41

happens, but all my stuff is fine. Um

10:44

But uh yeah.

10:45

>> Lifetime Etsy ban. I don't you know, if

10:47

you need to call me after we can talk

10:49

about it. Like you know, if

10:51

>> [laughter]

10:51

>> If you um But yeah, so from that um

10:54

uh But really honestly it was the best

10:56

thing that could have happened cuz

10:57

learned that like brand was such an

10:59

important thing that you need to be

11:00

building along with selling the product.

11:01

Um I you know, I was basically just

11:03

selling commodities which is chill, but

11:05

you know, you make money doing that, but

11:06

it's if you want to build like something

11:08

that has value that kind of compounds uh

11:10

brand comes from that. Ended up working

11:12

uh

11:13

uh I was just doing like honestly I

11:15

went into the fine dining uh industry

11:18

for a minute and was like working at

11:20

this uh hotel and was like I think I

11:23

want to do this. Like it was like so

11:24

intense and like very you know

11:27

It's very intense and it was the type of

11:29

I I kind of thrive in environments like

11:31

that. So there's this like

11:33

moment where I was like, "All right, I'm

11:34

going to go. This is like what I'm going

11:35

to pursue." And I could you know, you

11:37

could go and travel on that and that's

11:38

what I was interested in, but Anyway,

11:40

yeah. Um

11:42

ended up meeting

11:43

uh uh this boss though. His name's Jeff

11:45

Reynolds um and he'd gone through Y

11:47

Combinator and you know, done a startup

11:49

um

11:50

uh like basically went out into the

11:53

valley, you know,

11:54

made God came back and was selling it to

11:56

Fortune 500 companies. Here's how you do

11:57

like digital strategy and like adoption,

11:59

right? And so Nice. Um I basically went

12:02

and uh did some contract work for him

12:03

and he's like, "Cool, here's a test." I

12:05

remember it so vividly. It was like a it

12:07

was like a bathtub manufacturer. Like so

12:09

unsexy when you think about it as a

12:11

product and he's like I was like, "Yeah,

12:13

I think Pinterest will work for it. Like

12:14

I think you can like" they were trying

12:16

to launch this new like shower base that

12:17

was like a smaller model. And I was

12:19

like, "I think we could make like a

12:20

e-book that's basically like here's how

12:22

to do like a shower, you know, in your

12:23

van or your RV." Right? Cuz I was like

12:25

this like

12:26

>> Nice. way that they were trying to do

12:27

it. I was like, "I think Pinterest would

12:28

work for this." And he's like, "Awesome,

12:30

here's the test budget." And it was like

12:32

just a stupid amount of money and cuz

12:33

it's like this massive I mean they they

12:35

sell to like Holiday Inn, right? Like

12:37

that's like you know,

12:38

the scale like the scale that we're

12:40

talking about where they're like, "Cool,

12:41

we need like you know,

12:43

>> [laughter]

12:43

>> a couple thousand shower bases." It's

12:45

like you know, or

12:47

a hundred thousand shower bases or

12:49

whatever the the size of these end up

12:50

being. So anyways, yeah, I through that

12:53

um like

12:54

built this massively list on like

12:57

from Pinterest. He's basically like,

12:59

"What are you doing right now?" And I'm

13:00

like, "I don't know, man. I'm just like

13:00

kind of [ __ ] around." He's like, "If

13:02

you want a job, like come work for me."

13:03

Um

13:04

I was like, "Cool." And so anyways uh

13:06

That's really like where I cut my teeth

13:08

and learned B2B marketing. Like how do

13:09

you sell over long sales cycles? Like

13:11

how do you do account based marketing?

13:12

Like where are all these levers that you

13:13

can pull? I mean how do you like

13:15

service, you know, large organizations,

13:17

right? With these types of services. Um

13:19

so then like four years with him uh

13:21

doing that and uh

13:23

Yeah, just basically like

13:26

my job was here are these budgets. Like

13:28

these are the outcomes they want. Like

13:30

go and figure out like how do we do

13:31

distribution and you know, it's really

13:33

just like a

13:34

I was I lived in a studio apartment and

13:37

I just worked.

13:38

>> [laughter]

13:39

>> Um Yeah, so that's the that's the hacker

13:41

apartment lifestyle.

13:42

>> Yeah, exactly. Exactly. And uh

13:44

Anyways, yeah, just did that uh and then

13:47

I I uh left this company. I was just

13:49

doing consulting. I was chasing snow for

13:51

the winter. I was actually living out of

13:52

a van at the time and uh with my my

13:55

friend and we were just like chasing the

13:57

storms on the West Coast. And uh my

14:00

friend Kobe called me uh which was uh he

14:02

was working at Rupa Health and um he's

14:05

like, "Hey, what are you doing now?" And

14:06

I'm like, "Nothing, man. I'm dirt

14:07

bagging." And he's like, "Do you want to

14:08

like come help me do this? Like uh you

14:11

know, at Rupa." Um and I was like, "No,

14:13

I don't

14:14

>> [laughter]

14:14

>> I don't want a job, right? Like I'm I

14:15

don't want to do anything. I'm just I'm

14:17

you know,

14:18

I'll talk to I'll talk to you later,

14:19

right? Basically. He's like, "Let me

14:20

send you the data and you can see like

14:23

you know, what the the composition of

14:25

the company looks like from a growth

14:26

standpoint." So he sent me the data and

14:28

it was just ridiculous, right? Like it

14:29

was like a curve that just looked

14:30

stupid. And I mean it's the the the the

14:32

best curve that you can have where it's

14:34

like like slow incremental month over

14:36

month growth with like 3 to 4%

14:38

compounding. And then like you know,

14:40

this massive curve and I'm like, "What

14:41

did you do?" And he's like, "I turned on

14:42

ads, Cody." I was like, "Holy shit." And

14:45

so I literally I was like he sent me

14:47

that on a Friday. Um on Sunday I was

14:49

like, "I'm in. I'm in now." And uh yeah,

14:52

I was like again still living like in

14:54

the van at the at the time of all this.

14:57

Um And yeah, he was uh he basically um

15:02

was like, "Awesome, I'll set you up with

15:03

a call with Tara on Wednesday." I had

15:04

the call, got the offer letter Thursday,

15:06

uh bought a ticket Friday, moved to San

15:08

Francisco that Monday. Um slept on a

15:09

friend's couch for two weeks and then

15:11

basically we just went and

15:12

ran up Rupa and did that. So was there,

15:15

learned so much.

15:16

>> those things though. If you think about

15:18

you being in a van and sort of getting

15:19

that data sent over. There's that like I

15:22

get the feeling you're so tapped in also

15:24

to just your you know, that you listen

15:27

and these signals and and you know when

15:29

to sort of activate stuff, but it really

15:31

sounds like one of those where

15:32

you saw it and you went, "Okay, here we

15:34

go." Like there's there you know what I

15:35

mean? Like uh and those are so important

15:38

from an entrepreneurial perspective like

15:40

to not like sit and debate all the

15:42

things uh in your mind, right? But just

15:45

when you when you hear and feel

15:46

something, you're like, "All right,

15:47

done. Chapter as soon as you have

15:49

signal, I think that's the like most

15:50

important thing is to act on it, right?

15:53

Like and it's the hardest thing as well.

15:55

Like signal and noise especially right

15:56

now. It's so frothy. Like I you know,

15:58

what is the right thing to be building

15:59

is the hardest thing in the world cuz we

16:01

can build anything. Um I mean we

16:03

literally had a product meeting like two

16:05

weeks ago where it was like, "Fuck. Like

16:07

what do we what do we do? Do we go you

16:09

know," cuz it's just there's you can

16:11

build anything.

16:11

>> 4/7 is out now with auto approve. So who

16:14

can

16:14

>> [laughter]

16:14

>> Exactly. It's like it's like where does

16:16

this turn into? But

16:17

I I think more and more like I'm

16:19

realizing it's just like a business at

16:21

its core is always the simplest thing.

16:22

Like it's it's basically like what does

16:24

the market want to buy and like how you

16:26

know, how do I sell it? Like how do I

16:27

get in front of them basically? Um And

16:29

if you just like look at that as that

16:31

first principle, then you know,

16:34

you have all the

16:36

signal that you need for like what what

16:38

what I should be working on. And so like

16:39

we're finding this right now. Like we're

16:40

like we got we just added this agent

16:43

feature on top of us. Um we were data

16:44

pipeline data warehouse and we were

16:45

building this like BI tool. People were

16:47

interested. We you know, we're growing,

16:49

but we kept having people like, "Cool, I

16:50

have this insight now. I want to go act

16:52

on it." And so it's like, "Yeah, like

16:54

that's what everybody wants to do,

16:56

right?" And like we were seeing this

16:57

within our like even our distribution or

16:59

go-to-market where they're like, "Hey,

17:01

like I want the full system. Like I want

17:03

the

17:04

you know, I want the GTM engineering

17:05

basically." And so we started like you

17:08

know, in the last literally like two

17:10

weeks offering that as like a hey, we'll

17:13

forward deploy. We'll build out these

17:14

systems and processes for you and build

17:16

these AI, you know, agents for marketing

17:18

and it's market's just been like

17:21

everybody wants it, right? Like cuz it

17:23

it it's

17:23

you're telling me I can like

17:25

basically hire you guys and I get a team

17:28

you know, an infinite marketing team

17:29

that scales. Like that's based off of

17:31

the actual outcomes that we're looking

17:33

for and we I have that feedback loop.

17:34

And I think the thing that's changed

17:35

with all of this is like for the first

17:37

time

17:38

like there's all those AIS uh

17:40

uh like SDRs that came out in the first

17:42

like wave of all this. And uh people are

17:45

like, "Oh, like you can't have this

17:46

because it it fails." Like they like

17:47

they they and it's they they basically

17:50

like look at that as like the example of

17:51

like why this won't work in this like

17:53

system that isn't um like finite. And um

17:57

it's really funny cuz I when anybody

17:59

that has that opinion, I'm immediately

18:00

like, "Oh, you're a rookie. Like you

18:01

don't realize that like growth is just

18:03

like I'm just doing engineering, right?

18:05

Like at its core." It's like I have an

18:06

outcome that I'm trying to get. I have

18:08

limited resources of time, money, and

18:09

mental energy. And then like how am I

18:11

basically like distributing, you know,

18:13

those resources most effectively to

18:14

create that outcome? So that's just

18:16

that's just a system. If it's a system,

18:17

then I can you know, turn it into a

18:19

process into into software, etc. So

18:22

anyway, on the to go back to the AI SDR

18:24

thing uh what I find really interesting

18:26

is when you do a like a postmortem of

18:28

what actually happened, the agent was

18:30

performing unbelievably well. Like it

18:32

was getting leads. The leads were just

18:33

terrible quality. So basically it it

18:35

self-optimized into like you know, it's

18:37

it's a great example of this is like if

18:39

you run Google if you've ever ran Google

18:40

Ads, um you can have this happen where

18:42

it basically will self-optimize the ML

18:44

will self optimize into like a a a a

18:47

subset of your audience that that it's

18:50

bidding on that is like creating a

18:52

sign-up event at a cheaper cost, but

18:54

it's not it's it's like the wrong person

18:55

to get in basically. So it basically

18:57

ends up getting

18:57

>> cuz it thinks you want lowest CAC ever,

18:59

you know, exactly. And so it's like if

19:01

you have the wrong signal going back to

19:03

it, then that's like it's not the

19:05

agent's fault. It's just it's doing its

19:07

job, right? It's just like a human. It's

19:08

just basically it's optimizing for the

19:10

wrong metric. And so what we we've kind

19:12

of realized now is like if you have this

19:14

whole data like solution where it's like

19:16

all my data's here and I can provide

19:18

that to the agent and I can be like,

19:20

"Agent, I'm trying to make revenue.

19:22

Here's all of the resources that you

19:23

have available. Here's the systems that

19:25

you got." So to give an example, like I

19:26

on this live stream like two days ago I

19:29

built this AI for SEO agent. Uh or

19:32

sorry, this agent for SEO. So it

19:33

basically like does keyword research. It

19:35

researches what's ranking on page one of

19:37

Google. It then I gave it like a

19:39

transcript of me talking about this

19:41

specific topic category. Um like how AI

19:44

is changing Facebook Ads is this is

19:46

exact example just to be explicit. And

19:48

then based on that it writes the

19:50

content. It publishes the content. And

19:52

then it like calls the web indexing API

19:54

to index the content, and then we have

19:56

another agent that's then looking at the

19:57

live data,

19:59

optimizing that article based off of the

20:01

feedback loop that we're getting from

20:03

Google Search Console.

20:04

And then from that, on top of that,

20:06

there's another agent that's basically

20:07

looking at, "Okay, what pages are

20:09

actually making sign-ups?"

20:11

It's looking at the post-hoc data. What

20:13

pages are actually turning into revenue?

20:16

Let's have that go influence the next

20:18

round of creative. So, like it creates

20:20

this feedback that

20:21

when you when you look at any like good

20:22

go-to-market like system, that it's that

20:25

exact process. It's like, I try things,

20:26

I look at what works,

20:28

I do less of what doesn't and more of

20:29

what does, and I just like repeat that

20:31

growth loop. And then to make a company

20:32

grow really fast, you're basically just

20:34

layering on this growth curve, right?

20:35

So, I do that one channel, and then I

20:37

layer on channel two, and I layer on

20:38

channel three. You never stop what

20:40

you're doing, you're just layering on

20:41

these next elements. So,

20:43

um

20:44

Anyway, yeah, I I I think that it's just

20:46

like that has been the realization that

20:49

like we have come to, and I think

20:50

everybody has come to. And then the

20:52

infrastructure around that ends up being

20:53

like the hardest part, right? Where it's

20:55

like, "Okay, how do I actually give my

20:56

agents the things that they need so that

20:58

they can go and do,

21:00

you know, these tasks?" And also, it's

21:01

just like

21:02

nothing is built for this. Like

21:05

if you were if we had this conversation

21:07

like 6 months ago and somebody was like,

21:08

"Oh, should I pick HubSpot or

21:09

Salesforce?" I'm like, "Okay, it depends

21:11

on where your company size is at." But

21:12

like, you know, HubSpot hit

21:14

historically, like I would pick it cuz

21:15

the UI is more like user-friendly, and

21:17

like I you know, I can do more within

21:19

there like as a as a normie that's not

21:20

technical. Um now I'd just be like,

21:23

"Absolutely not. All you're looking for

21:24

is like what has the most APN like API

21:27

endpoints, and like what can control the

21:29

product at like the largest like scale

21:31

via the API?" And and per like because

21:33

agents are going

21:34

>> And we were talking about Life Field.

21:35

Like that's one of those I was going to

21:36

look at CRMs, and I was just meeting

21:38

with the co-founder of Life Field. And

21:39

basically what you're getting is a cloud

21:40

code plus an MCP that happens to be a

21:42

CRM. And you know what I mean? And just

21:45

being that brain instead of the you

21:47

know, all the drop-downs and the

21:49

navigation

21:49

>> in too like at this point? Like we're

21:51

like Yeah, yeah. I mean, I haven't

21:53

touched HubSpot, right? But I've been

21:54

using it. Like we're I'm in sales cycles

21:56

right now. I'm literally living out a

21:57

graph that has an API key to HubSpot,

21:59

and I'm like that is my whole

22:00

interaction with it. And then I'm like,

22:02

"Agent, like keep tabs on my deal flow.

22:04

Like tell me what I should be focusing

22:05

on, like who hasn't followed up, like

22:07

you know,

22:08

like I can build out these systems on

22:10

top of this, right?" And so

22:12

>> And this idea like 2 years ago when you

22:14

you know, when when ChatGPT really sort

22:16

of emerged into the into the zeitgeist,

22:19

this idea that like, you know, website

22:20

pages, the way that we know them now are

22:22

going to go away, but just this mythical

22:24

thing. But what's interesting, it

22:25

doesn't happen the way that you think

22:26

it's going to happen. There are no

22:28

websites. It just so happens that the

22:30

thing that you used to go in and do all

22:32

the drop-downs for, you just never touch

22:35

it anymore. Yeah, exactly. You know, I

22:37

think the other thing that's like we're

22:39

realizing too, and we're getting this

22:40

feedback from users is they're like,

22:41

"Hey, I want I want the software to

22:43

evolve and mold to be like what I need

22:46

it to be." Um so, like we built this

22:47

dashboarding solution initially, and

22:50

then we have people that are like, "Hey,

22:51

I want to I want to add this like, you

22:53

know, basically like a drop-down

22:55

filtering mechanism."

22:56

And we're over here and we're like,

22:58

"We're getting in the way of what the

23:00

user like the user can just ask the

23:01

agent to add that to the dashboard."

23:04

And then it just like does that, right?

23:06

Like we just give the agent a skill so

23:07

it knows how to like dashboard like

23:09

effectively. But then that those those

23:11

final, you know, mile

23:14

like solutions that they're trying that

23:16

are really, you know, custom and

23:17

specific to them, you have to almost

23:19

make like dynamically generating UIs to

23:22

do this. And so like how we're solving

23:23

this right now is like, "Okay, say I

23:25

want to do a dashboard." So, we built a

23:26

dashboarding product initially that's

23:28

like this like very specific like, you

23:30

know, it's like components and modules,

23:32

and it's basically just like you can

23:34

vibe code a dashboard with the idea,

23:36

right? Um

23:37

But now uh

23:39

now what like where we're going with

23:41

this is we're like, "Okay, we're just

23:42

going to give the agent like here is an

23:43

endpoint where you can create an

23:45

artifact, and like you can basically go

23:48

and design whatever dashboard like the

23:50

user wants, but you can host it here,

23:53

and like this is in the safe, you know,

23:56

space. So, it's like it's not being like

23:57

publicly created or added to like a

23:59

website, but that can be shared if you

24:00

want to. Like you can have like a

24:01

shareable link if you want to like give

24:03

that to a to somebody external.

24:05

Um but what that

24:07

quickly does is then you realize like,

24:09

"Oh, it can make any document type."

24:11

Right? So, like I'm talking about a

24:12

dashboard that's on top of your live

24:14

data. So, say you're trying to do

24:15

reporting on your paid ads, right? And

24:16

you're like, "Cool, I built a custom

24:17

reporting paid ads dashboard." But I can

24:19

then be like, "Agent, build me a slide

24:21

deck that has these charts

24:24

like as PNGs in this slide deck, and

24:27

gives a report, and like, you know, I

24:29

want you to create that on every Monday

24:31

and send that to my client." And so

24:32

because it has this dynamic UI

24:34

generation, it's like now it's like any

24:36

asset that you need that's like a

24:38

snapshot in time or a deliverable, it

24:40

has the ability to go and create that

24:42

for you. And it just turns into this

24:43

like really,

24:45

you know, I I also the surface area gets

24:47

really scary as like a as a company and

24:49

a founder I would predict this

24:50

experience with that when like the UI is

24:53

dynamically generating, and then it's

24:54

like dependent on the user to have like

24:57

the right way that it's describing the

24:59

output. But like again, what we're

25:00

finding more and more as companies are

25:02

like, "Hey, like we want this done for

25:04

us. Just like, can you just air drop in

25:06

and build out these solutions and then

25:08

maintain and run them for us? And like

25:10

instead of us going and hiring 10 people

25:12

and having to pay those salaries, you

25:13

know, we're going to pay you like 1/10th

25:15

of the cost basically to do that." Yeah,

25:17

yeah. So. And I think that, you know,

25:19

and that's where that's where you and I

25:21

sort of re-intersected was when

25:24

I was right at the place where Martin

25:26

and I spent, you know,

25:29

June through

25:31

January through March sort of heads down

25:33

rebuilding for enterprise and teams cuz

25:36

the the one-to-one accounts weren't

25:37

working.

25:38

And then it was ready, and we started

25:40

selling to businesses, and businesses

25:42

started taking off. So, we thought,

25:43

"Okay, we really need to build the

25:44

go-to-market, and it needs to be not

25:46

just me talking to people."

25:48

And so

25:50

and so I started looking around, and I I

25:52

hired a few teams. And the few teams

25:55

that came in were

25:57

as I told you, it was like it was like

25:59

the older school like, "Let's take a

26:02

list and put it into GoHighLevel,

26:05

and then let's email those people, and

26:07

let's see

26:09

if there's any movement." So, like You

26:10

know what I mean? Or whatever. And you

26:12

sort of spend like 2 weeks doing that or

26:14

whatever it is. And it's, you know, and

26:16

and so you think about those old cycles

26:17

of standing up SDRs and and AEs, and

26:20

then teaching them and training them.

26:22

They got to come in in the culture. They

26:23

got to get in a notion. They got to do

26:25

email box right or whatever. And how far

26:27

away that is from being able to spin

26:30

something up and get signal this

26:32

afternoon. Uh

26:34

and and start iterating on it is

26:36

>> has changed that too. Like we we didn't

26:39

even have this like, you know,

26:41

done-for-you service or this

26:42

forward-deployed service. And I was like

26:44

basically just like, "Do people want

26:45

this?" Like let me just like literally

26:47

put it on Twitter and LinkedIn.

26:48

And I'm going to throw up a tally form,

26:50

and we'll see like what happens. And

26:51

like we got like over 100 people to

26:53

inbound. I'm like, "Oh, there's an

26:54

appetite for this." Cuz they're like

26:56

everybody wants I think this is the

26:57

thing too with all this AI agent stuff

26:59

is like everybody wants this.

27:01

Um but they like they conceptually

27:03

understand it, but the actual like

27:04

build-out and implementation of this,

27:06

the gap between that is is so large.

27:09

They just want the outcome, and they

27:10

just want to pay for the outcome. Like

27:11

can I just buy the outcome?

27:12

>> like vibe coding, right? Like everybody

27:14

said you even had investors being like

27:16

being like, "Can't someone just vibe

27:17

code this?" And and and not

27:19

understanding the idea that like vibe

27:21

coding from 0 to 80% is pretty cool.

27:24

80 to production and live is is like a

27:28

chasm. And unless you know what you're

27:30

doing, How do I do agent evals so that

27:32

it hits brand style guidelines? Like how

27:34

do I do agent evals so that like the

27:37

image that's coming out of Nano Banana

27:38

from, you know, these two different API

27:40

endpoints that we're hitting, like

27:41

there's a feedback loop where it's like,

27:43

"Oh, you're not We have an agent that's

27:44

observing, and it's like you're not

27:45

hitting these brand style guidelines.

27:47

Like you have to go back and like do

27:49

these modifications." Cool, now it

27:51

passed that eval, goes to step two where

27:52

that's uploaded. Like all of those

27:54

pieces that you just when you get down

27:56

into like the, you know, the weeds with

27:59

it. Like cuz

28:00

you talk about like an AI agent for like

28:02

SEO as an example. And people are like,

28:04

"That's easy. Like I give it a keyword,

28:05

and it writes it." And then they do

28:06

this, and they're like it doesn't rank.

28:08

It doesn't, you know, there's

28:09

I I'm not getting anything to happen

28:11

from it. And then you like when you look

28:12

under the hood of like what is good

28:14

content, there's actually so much that's

28:16

happening to actually make that, right?

28:18

Or like what is good content?

28:19

>> between an agent conceptually, which

28:21

feels like a robot that does

28:23

instructions, which what you're talking

28:25

about is actually a

28:27

a special like um

28:30

a special team of agents with

28:33

instructions and orchestration that are

28:36

working in concert, which is totally

28:38

different, which is not what what people

28:40

understand with the idea of just agents.

28:42

For sure. We think about it as like

28:43

agents forms where they're like, and

28:45

this is like again, like

28:47

we're very early. I'm barely sleeping.

28:50

We're figuring out like how do we do all

28:51

this, right? Um

28:53

But like what this what we're realizing

28:54

is like, "Okay, for if you want if I

28:56

just be like, 'Agent, run Facebook

28:58

ads.'" It's like, "Holy [ __ ] you know?"

29:00

Like just like a human that that has

29:01

never done it before. And it's also just

29:02

like it's very it's very rare you can

29:04

find somebody that can make good

29:05

creative, that can like actually run

29:08

manage the ad account, that can analyze

29:09

the data, that like can do all those

29:11

pieces. So, it's like And you wouldn't

29:12

know that for at least two, three months

29:14

until you really got into working with

29:16

someone. Totally.

29:17

>> Yeah. And so what we're finding though

29:19

is like if you give a scope of work to

29:21

the agent where it's like, "Your job is

29:24

research, right?" So, like you are

29:25

researching the pain points of our

29:27

target customers on social media and the

29:29

outcomes that they want on social media.

29:30

That's all your job is. You just

29:32

basically like scour the internet, and

29:34

like ingest all, you know, you build a

29:35

corpus of information. So, that gets

29:38

handed off to

29:39

uh you know, the script writing agent.

29:41

And their job is to write scripts based

29:42

off of that. And uh they They like, you

29:45

know, have access to the HeyGen API so

29:47

they can make the raw video file and

29:49

then, you know, there's like a loop

29:50

where it's like make the HeyGen, you

29:52

know, make the the AI UGC ad, remove the

29:55

the silence, like add captions, okay?

29:58

That then gets like uploaded into, you

30:00

know, the Facebook ads account, totally

30:02

separate agent. Managing the ads

30:03

account, here's these rules that you

30:05

have, like if the CPM hits 50, that goes

30:08

off. If it's like, you know, you see a

30:10

a CPA of X price, you know, up basically

30:14

promote that to its own ad set, delegate

30:16

budget to that and then, you know, if

30:17

you start to see a CPMR that's going

30:19

like like higher like at the end of the

30:21

ads life cycle after 30 days, then I

30:24

want you to automatically turn that off

30:25

because it's basically we're seeing ad

30:27

fatigue happen, right? If I try to get

30:30

an agent to like think about all of that

30:32

and do all of that, impossible. If I try

30:34

to get a human to do that, impossible.

30:35

It's just very hard. And then the other

30:37

layer on top of that is like, okay, now

30:38

I have an agent that's like needs to

30:39

analyze what's actually working and give

30:41

that feedback loop to the rest of them,

30:43

so they're like ads like this work.

30:45

>> [laughter]

30:45

>> Based on what you're seeing, like you

30:47

know, how do you do that loop? And so,

30:48

how we how we're starting to approach

30:50

this is like imagine you have like just

30:51

like you would have a team, I have like

30:54

a team of agents and they're like all

30:55

listed in their own little sandbox and

30:57

they're working on, you know, their jobs

30:59

and tasks and then I have these like ICs

31:02

and then I have a manager and then above

31:03

that you probably have like, okay, like

31:06

this whole other, you know, analytics

31:08

system where it's like that's looking at

31:10

Facebook ads, it's looking at Google

31:11

ads, it's looking at SEO and looking at

31:13

the composition of the entire

31:14

organization. I think these are all the

31:16

things that are important.

31:17

>> It's not a mental model that we actually

31:19

are used to, which is why I think it's

31:21

it's so interesting that you're you're

31:22

on the like

31:24

the cusp of this wave of figuring out

31:26

how how this is all coming together.

31:28

It's not a mental model that we're used

31:30

to to think, "Hey, this afternoon over

31:32

coffee, I'm going to stand up and a

31:34

micro company of 12

31:37

>> [laughter]

31:38

>> and have them start doing all the work

31:40

and to know what to do." Also the

31:42

speed Yeah. The speed of this is crazy

31:45

too cuz like we had we, you know,

31:46

talking to a startup this morning on a

31:48

sales call and they're like, "Yo, we

31:50

need GTM like tomorrow. Like how do we,

31:52

you know, how do we get to that?" He's

31:53

like, "We got to go raise our, you know,

31:55

our A like we we have PMF but we we have

31:57

to go raise our A. We need it we need to

31:58

get velocity going." And he's like,

32:00

"What's the He's like, "What's the

32:01

onboarding look like?" And like I could

32:02

just tell he's like thinking like, you

32:04

know, 30 days or like, you know, to get

32:05

this to scale. And I'm like I'm like,

32:07

"Yo, we've we can deploy an agent in

32:08

like 40 hours. Like as fast as you want

32:10

to move, like we can do that. It's like

32:12

it's it's really just at your

32:13

discretion." And

32:15

what I'm not talking about like one

32:16

channel, I'm talking about like

32:18

all the channels. It's just the same

32:20

playbooks like

32:21

ported over. Like if it works for this

32:23

SaaS company, it's going to work for

32:24

that SaaS company, right? And then then

32:26

the problem becomes like, okay, this is

32:27

what's happening.

32:29

And everybody's doing this. Like, you

32:30

know, we fast forward 12 months or

32:31

whatever, 24 months. How do you create

32:33

differentiation? Like what is that? I

32:35

don't know. I don't I keep getting asked

32:36

this question and so I'm just like

32:38

addressing it kind of like head-on. I

32:40

have no idea where this goes. I don't

32:41

know where this ends up. I just know

32:43

right now that like this is working.

32:46

You can like

32:48

you can build you can finally do this

32:49

where like I plug in and a company is

32:51

marketing itself. Like all of the

32:53

technology exists for that. Now it's

32:55

just building the systems and the

32:56

operations around that and like the the

32:59

standards for the agents so that they

33:01

have like a caliber of work that they

33:02

have to do too. So, anyway. Yeah.

33:06

Oh my gosh. Like this where you see with

33:09

with I know it's What's so funny too is

33:11

you think about it with the the life

33:12

cycles have shortened.

33:14

Right now if you said, "Where where

33:15

would you see the company in 5 years?"

33:17

It almost seems seems strange because

33:19

it's like, "Well, I think I'll have

33:21

flying cars and and all stuff like you

33:23

know, like how how fast stuff goes." But

33:26

really like where where would you see

33:27

even if you jump 6 months based on what

33:29

you've sort of learned over the past 6

33:31

months? Like where where do you see

33:33

Photographed headed? Yeah, I think we're

33:34

a bubble.

33:36

Um

33:37

I think we're first in a bubble. Like

33:38

everybody I know that's doing this type

33:40

of work is like they're like,

33:42

"This is on the horizon." And like I

33:44

think it this is a

33:45

a shift that's going to take 20 years,

33:47

right? And then like by that time

33:48

there's going to be another thing that's

33:50

the next thing. And, you know, like

33:51

hopefully I don't have to compete in

33:52

that next cycle.

33:53

>> [laughter]

33:54

>> Yeah. Uh but it's going to be gnarlier

33:56

than this one, right? Yeah.

33:58

>> But but I think I think with that

33:59

though, like how I see this evolving,

34:02

um

34:03

and just like based off of like what

34:04

people are asking for and like what the

34:06

market and and what I know mainly is

34:08

like again, I know like go-to-market

34:10

agents, right? Like that's like what

34:11

we're doing. So,

34:13

um but I I think that

34:15

these companies

34:18

it's going to be just really hard to

34:19

hire this talent internally. So, you're

34:21

going to have all of these organizations

34:23

and again, they don't want they don't

34:25

want to buy like we're seeing this more

34:26

and more. They they just don't want to

34:27

buy a self-service function. They want

34:29

to buy like an outcome and then you're

34:31

just basically building virtual

34:33

employees for them. And I think that

34:34

that is more and more what's going to

34:35

happen

34:36

is like Also I think as the the shift of

34:38

understanding and learning is you

34:41

to your point about not hiring

34:42

internally, unless you have all

34:45

neurodivergence that stay up all night

34:47

all the time,

34:48

you know, it's one of those that the

34:50

company can't shift fast enough to be

34:52

able to, "All right, everyone, we're

34:54

going to start training on this like

34:56

process,

34:58

uh you know, and so you have to buy

34:59

outcomes because the only people who

35:01

understand how to do it, you know, it's

35:03

going to

35:05

3 months from now it's going to shift

35:06

when Opus 5 comes out and it's just

35:08

going to be like 100% different."

35:11

Totally. And we already see this like,

35:12

you know, we we ship a lot of what we're

35:14

doing with like the mini max 2.5. Super

35:16

capable for the cost. It's unbelievable.

35:18

Like the the cost, you know, if you just

35:20

make that assumption too, like the cost

35:21

for intelligence is going to like

35:23

approach zero. Like we're going to have

35:25

We've already seen, you know, two cycles

35:27

of this where it's like

35:28

frontier model gets released, like

35:30

open-source model gets trained off of

35:32

derivative data and they're, you know,

35:34

fast follow 3 months later and they're

35:36

at 1/20th the cost, right? And like

35:38

that's basically like you're going to

35:40

continue to see that same, you know,

35:42

like thing occur.

35:44

Um Yeah. I think that like I mean,

35:47

that's the bet that we're making as

35:48

well.

35:49

And every time that the models upgrade,

35:51

like we just see the outcomes that we

35:53

can get them like things that we can get

35:54

them to do are just that. Like it's a

35:56

step function each time, right? And with

35:58

auto approve, you can even see start to

36:00

see the future a little bit of

36:02

>> Totally. I'm going to give you

36:03

everything you need. Well, I've got

36:04

agents that will end up doing the plan.

36:06

The plan has been tested. The

36:08

the plan is bulletproof. I'm going to do

36:09

a one shot and this thing's going to go

36:11

at it for the next 2 days and then, you

36:13

know,

36:13

>> Totally. uh I built a directory site

36:15

like 2 weeks ago just to see like for

36:17

fun.

36:18

So, this is it was when I was initially

36:20

testing like Hermes. So, I was like,

36:22

"All right, can we just like have like

36:23

go scrape every business in this

36:25

category

36:27

and just like pull out everyone you can

36:28

find in the US that's in like a medical

36:30

space." Um

36:31

went and did that. And it's like, "All

36:33

right, like let's create an action plan

36:35

to build out like a directory website

36:37

that has like, you know, this structure

36:39

and on the homepage you can like filter

36:40

by location and like that those pieces.

36:43

Needs to have a login and then I wanted

36:44

like add it where it's like, you know,

36:45

they pay to have their listing show up

36:47

at the top, you know, so that like

36:48

in SEO geography. Whatever, right?

36:51

Um and gave it that plan like, you know,

36:55

dangerous permissions on cloud code and

36:57

I'm like, "Go run." And it's like I was

36:58

like, "Cool, I'll probably, you know,

37:00

end of day it'll probably be done." It

37:01

was like 45 minutes later it's like this

37:03

thing is completed, right? The agents

37:04

that like collect the data like took

37:06

time but like the actual one to get from

37:08

an output it was like nothing to build

37:10

the actual product. And I I think that

37:12

that is like, you know, is it it's a

37:14

great

37:16

great fortune-telling for like what is

37:17

what is what is coming down the road.

37:19

And like I I don't see this again, if if

37:21

you have

37:23

I'm really obsessed with like can a

37:24

company market itself? Like

37:26

like can I Like all of it exists. All

37:29

the data exists.

37:31

Like the

37:32

intelligence exists. That's all you

37:34

need.

37:34

>> Yep. And then it's just like, how do I

37:36

create that feedback loop based off of

37:38

the action? Then the hard part becomes

37:40

what is the action that I want to

37:42

happen?

37:43

So, it's like it always comes back to

37:45

human problems of like, "Okay, what am I

37:47

optimizing for?"

37:49

Um

37:50

cuz then it's like, you know, you're

37:51

pointing like a

37:52

nuclear weapon at whatever [laughter]

37:54

this thing is. And so and so it's like,

37:56

okay, if you choose wrong on like what

37:58

it's optimizing for, then it's that

38:00

you're just the outcomes aren't going to

38:01

be what you expected. And so,

38:03

uh

38:04

anyway, yeah, I I I think for us right

38:06

now like week by week it's changing and

38:09

companies like there's no way they they

38:11

can move at the velocity and speed of

38:13

this right now. So, I think there's just

38:14

an a huge for company like for startups

38:17

to like go and build these types of

38:20

I don't know what you want to call them

38:20

like agents as a service or like it's

38:23

it's there's there's all these different

38:25

terms. They're like service businesses

38:26

are the new like

38:27

>> But if you're not diving in and breaking

38:30

a bunch of stuff

38:32

and learning, then it's going to be real

38:35

it's going to be tough to catch up. You

38:36

know what I mean?

38:37

>> going to be a rude awakening.

38:39

We're we're just onboarding this company

38:40

right now. Um like this old boomer

38:43

entrepreneur um

38:45

owns like 10 like 10 businesses in his

38:47

portfolio. Um the guy that, you know, is

38:50

running point, younger guy is like

38:52

technical.

38:53

And um like the

38:56

you can just tell he's like, "I know

38:58

this is coming. I have no idea where to

38:59

start."

39:01

And like that, if you just like take

39:03

that and look at the entire market and

39:04

be like, "Okay, like that is every

39:07

person's feeling."

39:09

Um how do I go and serve them, right?

39:11

Like there's just so much to to to do

39:13

within within that. So, I I think also

39:16

like on the personal like there's things

39:18

that are just like fun.

39:20

Like you can have agents that are like

39:23

I mean, we we've been

39:24

throwing this around uh like my fiance

39:26

and I have like, can we get agents to

39:30

like just start cold emailing like

39:32

people in geographies asking them about

39:35

like things that are happening in their

39:37

community as like a a way to do polling,

39:39

right? So, like polling I used to like

39:41

call and like do thing. But like imagine

39:43

like I've been in an email chain with

39:45

this thing for like

39:47

whatever, 20 messages. And then it asked

39:49

me a question about like, you know, some

39:51

bill that's about to go through or

39:53

whatever that is it being. And like I

39:55

have this relationship

39:57

that's been cultivated at scale

40:00

like

40:01

with this, right?

40:03

Like what what happens in that that

40:05

situation? Like it like there's these

40:07

things that you can do now that are just

40:08

like incredible, right? I mean we we've

40:11

been experimenting like with that. We've

40:12

been experimenting with like can I have

40:14

like autonomous like news, right? Like

40:16

where it's like

40:18

We we started with

40:19

like podcasts where it's like a

40:21

basically like we have an agent like

40:24

research like a podcast category sorry

40:26

like I say for example it's like

40:28

e-commerce and it's like cool go find me

40:29

like weird e-commerce companies that

40:32

nobody's like heard of but that are like

40:33

growing quickly. Like one was like this

40:35

like random mushroom company functional

40:38

mushrooms from like Canada or something.

40:39

It's crazy. But they're like growing

40:41

really fast. And I'm like okay, go find

40:42

me everything you can about them. And

40:44

then I want you to write out like a

40:45

monologue script and then 11 Labs voice

40:48

put that in and then we do an email

40:50

newsletter on the back of it of like,

40:52

you know, basically promoting the

40:53

podcasts and and you know, then we you

40:55

can put ads in the email newsletter,

40:56

right? Totally autonomous running on its

40:59

own. I mean like list is at like 20,000

41:01

or something and it's just like I I

41:03

don't know what any of this looks like.

41:06

I think I think what's going to happen I

41:07

see is you're going to do this a few

41:09

times and then you're going to flip over

41:11

on the VC investment side, but you're

41:13

going to end up having these agents that

41:14

sort of like and you go

41:17

yeah, invest 2%.

41:19

Yep, [laughter] invest 5%. Like you just

41:21

start like collecting all these pieces

41:23

of companies just because of all the

41:24

signal that you're getting. Totally. I

41:26

think now too it's like you can just

41:28

touch the data of these companies and

41:30

instantly know the health of them. Like

41:32

I it's wild man. Like

41:34

if you unify all of the data and this

41:36

used to be a massive lift for

41:37

organizations, right? Like if you unify

41:39

all the data and like

41:40

>> was it Omni? No, what am I thinking of?

41:42

Like Yeah, yeah, yeah. Totally. Even the

41:44

BIs that like for a startup to get into

41:47

is like well, I talked to one it was

41:49

like all right, it's about 30 grand a

41:50

year to like get started or whatever and

41:52

you're like wait, what? But you still

41:54

need to bring in the consultants who end

41:55

up standing it up and they try and sort

41:57

of, you know, sanitize everything and I

42:00

mean it's just ridiculous amount of

42:01

money. Totally. And I this is going to

42:03

be a become a large problem too is like

42:05

the agents are assuming about the

42:07

underlying data. And so like unless

42:09

you're teaching them the ontology of the

42:10

underlying data, it becomes a massive

42:12

problem. So like a great example of this

42:14

is there's like 96 tables in Facebook

42:16

ads alone and there's like hundreds of

42:17

columns of like you know, in each of

42:19

those tables. Um

42:21

if you ask it like, you know, show me

42:22

link clicks or show me show me CPC over

42:25

time, right? There's like all link

42:27

clicks like ad link clicks Like what are

42:29

the rates and notions for every block?

42:33

Exactly. And then then maybe like adds

42:35

them together. Like you it doesn't know

42:37

like, you know, it's just it's it's it's

42:39

it's guessing off of its own training

42:41

and like what it thinks that column

42:43

title means in relationship to like what

42:45

you asked. And so what you have to do is

42:47

like you basically have to like teach it

42:48

like okay, when somebody says this they

42:51

mean this and then you can actually run

42:52

like an eval program over the top of

42:54

that where you're giving the agent more

42:56

context on like what the underlying data

42:58

set means so that in the future like

43:00

maybe it and

43:01

you know to

43:03

just give an example it's like okay,

43:04

maybe it like it it tries five times to

43:06

write this SQL query to pull in, you

43:08

know, the data that you're looking for.

43:10

Um and like that's like a failure,

43:11

right? Like it's like that's not quick.

43:13

It's not doing you know, it's being very

43:14

inefficient. But if I can show it like

43:17

hey, here's how to do that and then

43:19

basically have it test, you know,

43:20

basically runs its eval program to like

43:23

improve

43:24

when, you know, user asks for something

43:26

that's in the shape of this this is what

43:28

they mean. Here's how to write the SQL

43:29

code and then it one shots the first

43:31

time. So you can get it they can get

43:33

more performant under the hood. And I

43:34

think that's this the this whole other

43:35

thing is the agent evals of like both

43:37

the data and like the decisions it's

43:39

making on which is going to be a huge

43:40

problem because the worst thing that you

43:41

can do is make decisions on bad data.

43:43

Like that's why everybody is like

43:45

again the AIBDR thing or like I see so

43:48

many people right now that are like I

43:50

just hooked up Cloud Code to like the

43:52

Facebook ads API and they're like look

43:54

at everything I can do. And I'm like I

43:55

guarantee you the data that you're

43:56

getting out of it. Like if you're trying

43:57

to do data analytics out of the Facebook

43:59

ads API I and you're running a

44:00

legitimate account where you're like

44:02

you're spending real money. I guarantee

44:03

you that that data isn't correct. Like

44:05

you're going to be

44:06

>> You drink from a firehose and and you

44:08

don't even know what to to analyze.

44:10

>> the the like you're you're

44:12

it's just and they don't know like

44:13

they're not technical, right? Like it's

44:15

like a marketer that's doing this and so

44:16

they just like they're assuming that

44:17

this is right and it's like that is not

44:19

representative whatsoever of the actual

44:21

like in it like base data. So the

44:24

information that you're turning that

44:25

data into is entirely wrong because like

44:27

you're running into rate limits, but

44:28

it's not telling you that. It's just

44:30

like yes, here's all the data or you're

44:31

having like truncation errors when

44:32

you're using some MCP where it's like

44:34

again telling you it's all of the data,

44:36

but it's not. It's just like page one

44:38

because it has trouble with page nation

44:40

or you're like okay, uh

44:42

there's like endless, you know,

44:44

challenges that happen from this.

44:46

One we see all the time is they're

44:47

basically like just stuffing all the

44:48

data into the context window of these

44:50

agents or like of these of these models

44:52

and they're like okay, analyze this. And

44:54

it's like what? Like

44:56

this is tabular Read war and peace and

44:58

if you can tell me, you know, like you

45:01

know what's funny is with 47 coming out

45:03

with Opus 47 coming out today, I saw it

45:05

do something really unique which I was

45:07

actually working on something when the

45:08

switch happened. I was working I have a

45:10

Webflow agent that goes into Webflow MCP

45:12

and a few of our clients that we have

45:14

helped sort of level up or build their

45:16

websites for and I connected the MC the

45:19

Webflow MCP in Opus 46 and it had that

45:22

problem where it would try and go and

45:24

and take every little piece of every

45:26

little page and figure out what was

45:28

what.

45:30

I [snorts] did it today on 47 and it

45:31

said, you know what this is taking too

45:32

long and it fire crawled the whole thing

45:34

on the outside and then said okay,

45:35

here's what we do. Like it basically

45:37

knew that it was just taking a dumb

45:39

route and then it went out on the

45:41

outside and it read the pages from the

45:43

outside made markdown files from them

45:45

and then solved the problem from this

45:46

which is crazy. It's crazy. I I Uh It's

45:50

like those those are the things where

45:52

it's like it's escape patching itself in

45:54

a way that is so

45:56

like unexpected and exciting. Um I the

46:00

challenge with that though is like how

46:01

do you create safety in it? And so like

46:02

this is something that like we're

46:04

figuring out like in real time, right?

46:06

Cuz it's like there's only so much you

46:07

can do. But The repo wasn't organized

46:09

well, I deleted it. I'll make a new one

46:11

here. Like yeah, yeah, yeah. Exactly.

46:12

[laughter] Exactly. Exactly. What are

46:14

the limitations? So like we see this cuz

46:15

we interact with a lot of API keys,

46:17

right? Like it's like oh, you want to

46:18

publish something to your CMS like we

46:19

need to do that through the API key. And

46:21

um so how we're handling that is we

46:23

basically like the agent is actually

46:25

never touching an API key. We're

46:26

basically storing it in like a secrets,

46:29

you know, file that's local. We give the

46:31

agent like a, you know, a ghost key it

46:34

thinks is the Webflow key. And so like

46:36

when it's interacting and writing, you

46:38

know, the code that it means it's

46:39

basically doing that

46:41

like using that key. And then right as

46:43

the the call happens we're basically

46:45

proxying in the real key so that like

46:47

the agent is never like

46:49

interacting with it. Um and what that

46:51

creates is it's just like at least some

46:54

So it's like you don't have like who

46:55

knows where this inference is going.

46:57

Like is that API key getting served up?

46:59

You know, what like what is happening on

47:00

the outside of that? And then the other

47:02

things that we're doing is like we

47:03

actually like a

47:04

remove the agent's ability to like use

47:06

the web.

47:07

We just like gave it like fire crawl and

47:09

then it you have to approve like its

47:11

ability to go out and do specific

47:12

things. Um so that it's like again it

47:15

can't get prompt injected from a random

47:17

Reddit post that it reads and suddenly

47:19

your, you know,

47:20

Mercury bank account information is now

47:22

in some

47:23

exactly. Anyways, but I think again

47:25

these are the these are the problems

47:26

that it's like we're all facing we're

47:28

all trying to figure out and like we're

47:29

all trying to solve that are going to

47:31

just be like

47:32

trial and error. And I I think that's

47:34

also like the hard part for these

47:35

companies is like they don't even know

47:36

what the surface area from a safety

47:37

standpoint for this stuff looks like.

47:40

And we all don't, you know, we're all

47:41

just building like the best version that

47:43

we can of this. But with anything where

47:44

it's like if you're accessing the

47:45

internet, like you are a vector, right?

47:48

Like a human is too. And so it's just

47:50

thinking about it in that

47:53

in that mindset as you approach this

47:55

like with agents, you know,

47:56

working on the behalf of businesses.

47:58

Where I think it gets really exciting

47:59

though is like what we're starting to

48:00

see with these like these

48:03

services that are like for agents. Like

48:06

our friend is building this company

48:07

that's basically like it's an it's it's

48:09

data for agents, right? Like oh, you

48:11

need like

48:11

>> Email inboxes Totally. Exactly. Exactly.

48:14

>> Like so cool. Like you got you have a

48:15

Gmail box for your agent. And so then

48:17

you end up running like rock reports and

48:19

those come in via email and then the

48:21

agent can pick up that email and go

48:23

okay, I'm going to take all these things

48:24

which is amazing.

48:25

>> Exactly. Exactly. And so I think that

48:28

will be really interesting to see what

48:29

happens. And like we're also like we

48:31

want to experiment with this of like can

48:32

we like give an agent a credit card and

48:34

like it has like a $50 limit and like

48:35

we're like go do this thing. And then it

48:37

comes back and And all of a sudden

48:38

you're like steak dinner, $250.

48:41

Exactly. Exactly. Exactly. And it was

48:43

like but it was on sale. It's like

48:45

[laughter] all right. Yeah, exactly. I

48:47

saved you so much money. Totally.

48:49

Totally.

48:49

>> Yeah, I it's it's a it's a fun period.

48:51

What would you say to someone like

48:54

So as a like typically I I ask you know,

48:58

guess who were on like if you if you

49:00

were going to have sort of tell yourself

49:02

when you were first coming up or

49:03

entrepreneurs. But I think what's

49:04

interesting now with what you're pushing

49:06

into is

49:08

I would love to hear what your advice

49:09

would be for let's say an entrepreneur

49:12

that is either early in their journey or

49:14

or has has an established company.

49:16

They're sort of going through pre-seed

49:17

or seed

49:18

and but they are

49:21

they're a founder

49:24

but they wouldn't call themselves

49:25

technical and they they maybe they use

49:26

Cloud Code or ChatGPT, but like in the

49:28

desktop or the web app and that's about

49:31

as far as they've gone. Like what would

49:33

your like okay,

49:35

this is Cody's homework for the next

49:37

month is you should go do what? Yeah, I

49:41

I think that the most valuable I mean

49:43

everybody's saying this right now, but

49:44

like I'm just going to parrot it cuz

49:46

like I'm seeing it. Like

49:47

I just had a friend who got hired at a

49:48

company. He's getting paid like 650k a

49:50

year and like literally it's because

49:51

he's a go-to-market engineer and he's

49:53

like you hire me. It's like I got 20

49:55

like work clothes and agents behind me.

49:57

It's like you're hiring a team, right?

49:59

And you know, if you're a young person

50:00

and you're like you know, I know I want

50:02

to start a company someday. Um I I want

50:05

to try to get a job at one of these

50:06

organizations that I can go and and and

50:09

you know, provide value to. Um it the

50:11

the pool of people that know how to do

50:13

marketing

50:14

and know how to use like this tooling to

50:16

actually like do the middle work for you

50:19

is like Yeah. I mean I it's a handful,

50:21

right? I can call them on my phone. Like

50:22

that's

50:23

>> [laughter]

50:23

>> Yeah. It's like it's like it's like it's

50:26

essentially it's like there's a hundred

50:27

brain surgeons that know how to do this

50:29

one very specific thing. Uh

50:31

>> And and and with that like I think that

50:35

it's going to become like more

50:38

you know, adopted. I think it's just

50:39

going to become the standard as it as it

50:41

as it starts to go through this

50:42

ecosystem, but right now the arbitrage

50:44

is that like if you become become like a

50:46

marketing engineer or go-to-market

50:47

engineer, the the GTM engineer has kind

50:50

of evolved. They're Originally that was

50:51

just like you were doing cold outbound,

50:53

but now it's like okay, you're doing

50:54

everything, right? And like the

50:55

marketing engineer is like okay, you

50:57

were just doing like paid ads

50:58

management, but now you're doing cold

51:00

outbound and like it's all it's kind of

51:01

evolving into the same, you know, role.

51:04

But I think it's there's something in

51:05

this space

51:05

>> design and development, right? You end

51:07

up having you know, my what Microsoft

51:09

just said that they basically are taking

51:10

people who do content and design and

51:12

development and they're hiring that one

51:13

person and just fusing those things

51:15

together.

51:15

>> And and and when you look back at like

51:18

the the people that always made impact,

51:21

they they typically had a combination of

51:23

skill sets. They weren't like deep T in

51:25

one thing. They were like deep T and

51:26

like two things and then that like you

51:28

know, an example of this is like the

51:30

founder of Polaroid, right? Where it's

51:32

like deep T's in a couple things and

51:34

like that's what makes this like

51:36

unbelievable company, right? Um and I I

51:39

think that that is like what's happening

51:41

here. Like if you can get pretty

51:43

competent and like you can get so far

51:44

now with Claude code. Like it's like

51:47

Again, I it's just looking back like at

51:49

my

51:50

I was like

51:51

scrapping to get YouTube videos that was

51:53

actually showing how to do stuff and now

51:55

they just like exist for literally

51:57

everything, right? Like every tutorial

52:00

that you like in a weekend you could

52:01

learn how to do paid ads

52:03

cold email

52:05

SEO

52:06

and also

52:08

you know,

52:09

probably like email nurture campaigns.

52:11

Like that there, if you have that and

52:12

you go to a company and you're like yo,

52:14

I can do this, but I can do it out of

52:15

scale because I'm like you know, using

52:16

agents for this. Like you are now like

52:18

top 1% basically. Right? Because it's

52:21

there's just so few people that

52:22

understand these pieces. Like it's and

52:25

they don't know how to deploy they don't

52:27

know how to use this new tooling that

52:28

exists. So

52:30

Yeah. Well, and I'm going to get I'm

52:31

going to give a little graph plug

52:32

because I love I love it so much, but I

52:34

also So like this is a great example of

52:37

and I'm not an engineer by trade. Like I

52:40

I poke around with everything and I I

52:42

want to understand everything. But

52:44

>> [snorts]

52:45

>> uh when I when I signed up for graph

52:48

um

52:49

there was a Saturday

52:51

uh

52:52

not too long ago that I uh sat down with

52:55

a cup of coffee in the morning and I

52:57

hooked up uh Apollo

53:01

um our Stripe two Stripes, QuickBooks,

53:04

Brex and PostHog Analytics and um by

53:10

about 2:00 p.m. had a full dashboard

53:15

command center of basically all of our

53:17

cash, our burn scenario modeling all of

53:21

the product analytics, but like all in

53:24

one thing that only my co-founder Martin

53:26

and I could log into

53:28

and I could I could click a button and

53:31

download the markdown file for all of

53:32

that scenario.

53:34

And then drop it into Claude and go what

53:38

if?

53:39

And I could what if forever. And these

53:40

are things that normally as a as a

53:43

startup founder would have been

53:45

taking a bunch of different things and

53:47

getting freelancers, getting

53:49

specialists, getting you know, and so

53:51

and now essentially with Claude code and

53:53

graph I have a command center that I

53:55

probably would be at least paying, you

53:57

know,

53:58

1,500 bucks a month for whatever plus

54:01

having specialists and analysts doing

54:03

it. So I'd probably be spending a couple

54:04

thousand dollars a month.

54:06

But that literally now it is this is

54:08

running our business, which is crazy.

54:10

It's so like

54:11

I you know, I'm building this product,

54:13

so I'm biased obviously, but like the

54:15

stuff I had to do in it like would take

54:17

me literally hours or be impossible like

54:22

previously. Like I you know, I taught

54:23

myself Looker Studio off like YouTube.

54:25

It's like

54:26

I have to click 20 buttons to get this

54:28

like filtering mechanism. Like you just

54:30

you just

54:30

>> anymore. I like graph and PostHog by the

54:32

way. Oh my god, it's it's crazy. And

54:34

like I think this is also something that

54:37

the PostHog thing I just you made me

54:38

think of this, so I just want to

54:39

piggyback off of it. The setup now is

54:41

going to happen by these agents. Like we

54:43

just I I needed to do like get uh we

54:45

switched from Amplitude to PostHog. I

54:47

was like [ __ ] I don't want to set this

54:48

up. And so I literally was like here's

54:50

the API key, just like do it. And it

54:52

went and built out like what we needed.

54:54

It had access to our codebase and you

54:56

were needed to like put the like

54:58

>> And PostHog is the best example I think

55:00

of we actually went through and I hated

55:02

like I went through the Google

55:03

Analytics, then I went to Mixpanel and I

55:05

had two consultants in two different

55:07

periods coming and

55:08

saying we're going to take a while and

55:09

analyze how all this is working or

55:11

whatever and I couldn't stand I spent so

55:14

much money on that. And then when I

55:16

dropped PostHog in

55:18

and just started watching the data over

55:21

the next little bit, it's so fascinating

55:23

to see how PostHog really is just a big

55:26

SQL lake.

55:28

Totally.

55:28

>> can just ask it all the questions. And I

55:30

think that's where and and that's very

55:32

similar to graph, right? That you're

55:33

basically like great. Now I have

55:35

everything in one place and we can ask

55:37

all the questions. I just love that

55:39

we're getting out of all these like

55:40

expensive

55:42

you know, overhead layers that that were

55:46

unnecessary. Um and now we can just get

55:48

to the data to make the decisions.

55:50

>> Totally. And it's just the time to

55:51

insight. Like we found this when we were

55:53

just running the analytics product. It's

55:54

like how do we get the first insight to

55:55

be as fast as possible? Like that was

55:57

like our like metric of success for you

55:59

know, activation.

56:00

And when you think about it like

56:04

it every person at a company your

56:05

company right now, if you're listening

56:06

to this, every person at your company

56:08

right now has a a data question that

56:09

they wish they could ask that they like

56:12

can't get to the answer to currently

56:13

because either there's not enough

56:14

bandwidth on the data team or like if

56:16

they do put a request in, it takes three

56:17

to five business days and if they have a

56:18

follow-up, it's another three to five

56:20

business days.

56:21

And

56:22

uh if also the data team is always

56:24

prioritizing whatever finance and the

56:26

CEO needs. So it's like they're getting

56:28

jumped in the line.

56:29

If you unlock them to where it's like

56:31

okay, I can now interrogate the data

56:34

that I live on top of to understand this

56:36

>> my Claude code desktop

56:39

is Reddit still our number two referrer?

56:44

And it goes hold on a second and it

56:45

checks graph

56:47

and it goes yep.

56:48

It's amazing, right? It's just like

56:50

>> That's it. Which is which is crazy. Uh

56:53

Totally. Amazing, man. Thank you again

56:55

for hosting me and sorry again about

56:56

this morning and I I No. No. No. deal

56:59

with the dog and then it was just like I

57:00

was behind on calls and the combination

57:03

of all of that and stuff. Anyway,

57:04

>> Like the the I think the life we've got

57:06

is this shell game of being like a

57:08

little bit over here, a little bit over

57:09

there, a little bit over here, you know?

57:10

And like and everything everything bumps

57:12

into place. Thanks for the time and I I

57:15

appreciate it.

Interactive Summary

The video features a discussion about the transformative impact of AI agents and 'vibe coding' on business operations, marketing, and data analysis. The conversation highlights how AI can automate complex tasks such as ad management, SEO, and business analytics, allowing entrepreneurs to act on signals and pivot at unprecedented speeds. Both participants emphasize the shift from building traditional software to building autonomous agent systems that can perform work previously requiring teams of people, while also noting the inherent challenges in data quality, safety, and agent orchestration.

Suggested questions

4 ready-made prompts