Craft's Sacks on AI Innovation, New AI Platform Glue

Summary

David, a venture capitalist and former head of product at PayPal, discusses the creation of Glue, a new enterprise messaging platform aimed at integrating AI into workplace communication. He highlights the platform's use of the latest version of Chat CBT, emphasizing its impressive performance and how it allows for a unified experience for both AI and human conversations. David also touches on the evolution of communication tools every decade and the importance of embracing new paradigms. He shares his experience using Glue internally at Kraft Ventures, where AI has been utilized to write investment memos and analyze team contributions. David expresses confidence in Glue's approach to AI integration and its potential to improve with advancements in underlying models. He also briefly mentions his political involvement and the importance of discussing current events, including the upcoming presidential election.

Takeaways

• 🚀 **Agnostic Approach**: The company aims to work with all major role models, starting with Claude, to support both A GB t four and Claude three.
• 📈 **Latest Technology**: They are using the latest version of chat CBT, Chargeability for Omni, which was launched recently and offers terrific performance.
• 🔄 **Unified Communication**: The goal with Glue is to create a native chat app that consolidates AI and human chats in one place, addressing the issue of channel fatigue from platforms like Slack.
• 🤖 **AI Integration**: AI is incorporated as a full participant in the chat, using live chat history as context to provide answers that regular chats could not.
• 💼 **Market Gap**: David identified a need for a new communication tool that reacts quickly to the disruption in the market, leading to the creation of Glue.
• 📊 **Productivity Boost**: Glue has shown significant internal success at Kraft Ventures, with AI writing investment memos and summarizing arguments based on chat history.
• 🌊 **Riding the Wave**: The strategy is to harness the improvements in underlying model innovation, ensuring that as the models improve, the features of Glue also get better.
• 🤝 **Partnerships and Integrations**: Glue plans to integrate with all major labs, allowing users to choose which model to use, and potentially making the choice for them based on the query.
• 📉 **Investment Insights**: David's background includes being the head of product at PayPal and creating Yammer, which informs his perspective on the evolution of enterprise communication tools.
• 🏆 **Competitive Edge**: There is a debate about where AI will live in the enterprise, and Glue's view is that it should be integrated into the chat for a seamless experience.
• 🗣️ **Political Engagement**: David may get more involved in the political process during the election year, possibly hosting events and contributing, though it's not his main focus.

Q & A

What is the primary goal of the Glue platform?

The primary goal of Glue is to create the first AI-native chat app that consolidates chats with AI and humans into one place, aiming to avoid the need for separate apps for these interactions.

Why did the team choose to start with Claude as their major role model?

The team chose to start with Claude because they wanted to work with major role models and Claude was their starting point, although they aim to be agnostic and work with all major models.

What is the issue with chatbots that the Glue platform aims to solve?

Glue aims to solve the issue of chatbots not having a multiplayer experience, as they typically do not allow co-workers to be included in the chat.

How does Glue address the problem of channel fatigue in platforms like Slack?

Glue addresses channel fatigue by implementing a new threaded conversation model that does not rely on channels, providing a more streamlined communication experience.

What is David's background prior to becoming an investor and podcaster?

David was the head of product at PayPal and then created Yammer in 2008, which was one of the first enterprise messaging platforms.

What is the new conversation paradigm that David refers to?

The new conversation paradigm that David refers to is based on chat GPT, which represents a shift from the previous paradigms of feeds and channels.

Why did David feel the need to build Glue instead of investing in an existing company?

David felt the need to build Glue because he didn't see any existing tools in the marketplace that were reacting fast enough to the disruption brought about by the new conversation paradigm based on chat GPT.

How does Glue incorporate AI into the chat experience?

Glue incorporates AI as a full-fledged participant in the chat, allowing it to use live chat history as context and provide answers that regular chats could not.

What kind of results has Glue shown internally at Kraft Ventures?

At Kraft Ventures, Glue has been used to write investment memos, summarize arguments for and against investments, and identify top contributors to deal flow, demonstrating its ability to provide valuable insights based on chat history.

How does David view the role of partnerships and M&A in the tech industry, especially with the rise of generative AI?

David sees innovation happening at every level of the tech stack and believes that being positioned correctly in the application layer is crucial. He suggests that instead of competing against the models, one should harness them, allowing the application to improve as the underlying models do.

What is David's stance on the current political climate, and will he be more active during the election year?

David has been vocal about his criticism of Biden and has indicated that he might get more involved in the election cycle by hosting events and possibly contributing in other ways, although he clarifies that politics is not his main focus.

How does Glue plan to integrate with large language models like Claude and others?

Glue plans to integrate with all major labs, allowing users the choice of which model to use. The platform may even make recommendations on which model to use based on the query, aiming to provide the best experience regardless of the underlying model.