Madrona Partner Jon Turow hosts Gabriel Hubert and Stan Polu, the co-founders of a 2023 IA40 winner, Dust, which enables information workers to create LLM-based agents that help them do their own work more efficiently. They discuss the broader AI/LLM ecosystem, the merits and potential of horizontal vs vertical solutions, limitations of AI assistants, and the influence of Stripe on their business. The founders dive into the future use cases and adoption of AI in businesses and also touch on keeping humans in the loop of AI and software development.

Transcript: https://www.madrona.com/dust-bets-foundation-models-change-how-companies-work/

(00:00) Introduction and Overview

(01:31) The Trade-off Between Vertical and Horizontal

(02:48) The Power of Horizontal Approach

(08:26) The Influence of Stripe on Dust’s Strategy

(10:45) The Future of AI and LLM Deployment

(18:23) The Role of Dust in Organizations

(21:37) The Potential of Dust as a Company OS

(28:32) The Future of Work with Dust

(33:30) The Success and Challenges of Dust

(36:08) The Potential of Dust and AI