AI 原生创业公司:5 款产品,七位数营收,100% AI 编写代码 | Dan Shipper(Every)
AI 原生创业公司:5 款产品,七位数营收,100% AI 编写代码 | Dan Shipper(Every)
访谈记录
Lenny Rachitsky: 你正在构建的业务、正在打造的团队、你的运营方式,都处于这个 AI 时代企业运营模式的最前沿。
Dan Shipper: 我们有一位 AI 运营负责人,她一直在不断构建提示词和工作流,我和团队里的其他人都在尽可能地实现自动化。
关于 AI 的犀利观点
Lenny Rachitsky: 关于 AI,你有哪些大多数人没有的看法?
Dan Shipper: 我很讨厌那种”入门级工作正在被 AI 抢走”的标题。每次我看到年轻人在用 ChatGPT,我就觉得,天哪,他们的发展速度会比我合作过的任何人都快得多。我们有一个年轻人,他在两个月内完成了通常需要一年才能取得的进步,因为每次我坐下来教他”怎么讲故事、怎么构思标题”的时候,他把所有内容都录下来,整理成提示词,从此再也没有犯过同样的错误。
Lenny Rachitsky: 有一种感觉正在形成——我们正在走向一个不需要写代码的世界,产品团队完全不写代码。
Dan Shipper: 已经没有人手写代码了。像我们这样的组织,那些在最前沿探索的人,我们现在做的事情,三年后所有人都会在做。
嘉宾介绍
Lenny Rachitsky: 今天的嘉宾是 Dan Shipper。Dan 是 Every 的联合创始人兼 CEO,Every 是一家走在 AI 应用最前沿的公司。他们仅有 15 人的团队已经开发并发布了四款不同的产品,还出版一份每日 Newsletter,并设有咨询业务,帮助企业采纳最新的 AI 最佳实践。在他们的产品团队中,工程师不再手写一行代码,而是使用一套 Agent 工具链来帮助他们梳理需求并构建产品。
他们的编辑团队利用 AI 更快地产出更优质的内容,他们甚至设有专人,其全部职责就是帮助公司每位员工利用最新的 AI 工作流提升效率。在我们的对话中,Dan 分享了他们在内部用来提升员工杠杆效应的诸多策略、他个人的 AI 工具栈、他发现的一个能预测公司能否通过 AI 实现巨大生产力提升的关键指标、他以非常独特的方式建设公司的思路,以及对 AI 未来走向的许多预测,还有更多内容。
(广告段落已跳过)
Lenny Rachitsky: Dan,非常感谢你来到节目,欢迎。
Dan Shipper: 谢谢你的邀请。我一直是你忠实的粉丝,能来这里非常荣幸。
Lenny Rachitsky: 这是我的荣幸,Dan。我觉得这期播客是命中注定的,很高兴我们终于坐在一起了。我想聊的东西太多了,可以聊的话题也太多了。我想先从一些犀利观点开始。
之所以从这里开始,是因为我觉得你花在思考 AI、用 AI 构建、使用 AI、评估 AI 上的时间,比我认识的几乎任何人都多。所以我非常尊重你对未来走向的洞察和观点。那我就直接问了:关于 AI 和 AI 工具,你有哪些大多数人不同意的看法?
AI 可能是推动美国就业回流的最大力量
Dan Shipper: 我先说我最激进的观点,也是我证据最少的观点。先从这个开始吧。我还有一些更有理有据的观点,但这是最激进的一个——我认为 AI 可能是推动美国就业回流的最大力量之一。大家都在担心 AI 会导致失业。确实,它会改变从事这些工作所需的技能,但我认为它实际上可能会让大量工作岗位回流,主要通过两种方式实现。
第一种是,目前有很多昂贵的服务只有富人和大公司才消费得起,比如内部法务、客服中心之类的。而廉价的智能使这类服务对小型企业和个人也变得可负担,从而刺激了需求。另一种是,它让从事这些工作的人能够以更低的成本服务更多人。比如它可能不会消灭客服工作,但可能让美国中西部原本在客服中心工作的 10 个人,能够服务数十万甚至上百万的人——也许这个数字太夸张了——但至少比他们以前一个人接电话所能服务的人数要多得多。
这样一来,美国公司在美国本土雇人就变得更具成本效益了。而且我认为在很多情况下,美国人在使用这些 AI 工具完成工作方面会做得更好。所以我认为,让这些岗位留在美国、由身处美国的人使用 AI 来完成工作,实际上可能会变得更加高效。此外,模型公司也都在美国。所以这里有大量的美国因素在起作用——你可以自己判断这是否是件好事——但我认为,在关于 AI 是否会消灭工作岗位的讨论中,这一点很大程度上被忽略了。
Lenny Rachitsky: 我喜欢关于 AI 的乐观观点,这很棒。而且正如你所说,这对其他国家好不好还有待观察,但至少对美国是好事。还有什么?你还有什么犀利观点?
Claude Code:非技术人员的被低估利器
Dan Shipper: 好的,再来一个犀利观点。这个没那么反共识,我觉得更多是大家真的没意识到——人们真的低估了 Claude Code 对非程序员的用处。而且我不仅说 Claude Code,Google 刚刚也推出了 Gemini CLI 命令行界面,诸如此类的工具都算在内。给不了解的听众解释一下,Claude Code 就是一个命令行界面,就是程序员用的那种黑色终端。你可以启动它,它能访问你的文件系统,知道怎么使用各种终端命令,还能浏览网页等等。你可以给它一个任务,它就会自己跑开去执行,可能跑个二三十分钟,自主地、以 Agent 的方式完成任务。尤其是刚推出的 Claude Opus 4,在 AI 自主工作能力上是一次巨大飞跃。Claude Code 甚至可以生成多个子 Agent 并行处理一堆任务,对程序员来说极其有用。Every 内部所有人每天都在用它。大家都被 Agent 彻底征服了,手底下跑着十五个 Agent 干这干那,太疯狂了。
但非程序员不用它,因为用终端听起来很吓人。但举个例子,你可以把所有会议记录下载到一个文件夹里,然后跟它说:“好,我想让你读完我所有的会议记录,然后告诉我……”比如我自己就会这样做:“告诉我所有那些我微妙地回避冲突的时刻。“它会给自己写一个小待办清单,可以有个小笔记本,去逐个阅读每个文件,然后记到笔记本里,按待办清单一步步走,最后经过多轮处理后给你一个汇总答案。所以它不只是把所有东西塞进上下文窗口——那才是你在 ChatGPT 或普通 Claude 聊天中做的事——它是真的在逐一处理你给它的每一个文件。所以我认为,对于任何涉及处理大量文本的任务来说,它都极其强大。
Lenny Rachitsky: 简单来说,你基本上就是在本机电脑上有一个 Agent,它能读取你的本地文件,按你的吩咐做事。
Dan Shipper: 对,没错。而且它可以长时间运行而不跑偏。
Lenny Rachitsky: 有意思。所以非技术人员需要跨越一个小障碍,就是使用终端、输入命令,但一旦跑起来了,你其实就是用英语跟它对话、让它做事。
Dan Shipper: 完全正确。
Lenny Rachitsky: 所以这个犀利观点就是:Claude Code,大多数人以为是给工程师用的,但其实它是非技术人员最被低估的工具。
Dan Shipper: 对,没错。
Lenny Rachitsky: 你觉得人们还会怎么用它?会议记录这个例子很棒,我能想象大家会这么用。你还见过或想过哪些其他用法?
用 Claude Code 辅助写作与文学分析
Dan Shipper: 我做了很多的一件事——我的工作很大一部分是写作。而且我知道你待会儿会问我喜欢的书,所以我先剧透一下:我爱《战争与和平》,刚读了第三遍。
Lenny Rachitsky: 哇,那可是本大部头。
Dan Shipper: 特别长,但特别好。我觉得托尔斯泰是个天才作家。我想做的一件事就是,“我想让我的写作沾上一些托尔斯泰的风格。“我的做法是这样的——我认为他极其擅长那些精妙的短句,通过人物的行为、面部表情的细微变化,或者语调与眼神之间微妙的不一致,就能向你展现一个角色在想什么、感受到什么。他就是人类行为和心理学方面的非凡观察者。所以我把《战争与和平》下载到了电脑上——这是公开领域的作品,谁都可以下载。然后我让 Claude 读《战争与和平》的前三章,把所有这类描写都提取出来,然后给自己做一份指南,教自己如何像托尔斯泰那样进行人物描写。你当然也可以用普通的 Opus 对话来完成这件事,但你没法把整部《战争与和平》都塞进去,而且需要你大量手动引导才能让它做到这些。而 Claude Code 自己就完成了,几乎不需要我干预。我还让它下载了《战争与和平》的俄文版和英文版,然后对比我喜欢的不同场景,告诉我翻译中可能遗漏的东西。所以你可以对任何你在意的细分领域,深入到你想深入的程度,想多较真都行。同样地,如果你有大量的客户访谈或客户数据需要梳理,它在处理这种大数据集方面也极其强大。
Lenny Rachitsky: 你确实启发了我去用……虽然不是你说的那种用法,但也很酷。听起来可能很宅——我正在读《安娜·卡列尼娜》。也是托尔斯泰的,是之前一位播客嘉宾推荐的。所以我就想,好吧,我得读读这个。也很长。我在 Kindle 上看,“好吧,读了这么久了才 13%,已经读了好几个月了。”
Dan Shipper: 犀利观点来了:我觉得《战争与和平》比《安娜·卡列尼娜》更好,尤其对科技行业的人来说。不过两本都很好。
Lenny Rachitsky: 好吧,记下了。这是我一年的目标了。我看到你发过一条推文,讲了一个用法我特别喜欢,我自己也一直在用——就是一边读书,一边开着 ChatGPT 语音模式放在旁边,然后直接问它问题。因为你其实不需要把书喂给它,它知道整本书的内容。而且 Anthropic 刚刚分享了这一点——我不确定是他们主动分享的还是有人在他们的法律文书中发现的——他们实际上买了大量书籍并自己扫描了,这是他们实现合理使用的方式。所以它有所有这些上下文。就这么坐在那里问它,“俄国社会里的这玩意儿到底是什么?“特别有意思。好吧,这个太棒了。回到你的犀利观点,这里的小贴士就是:你可以用一个 Agent 直接操作本地文件、在你的电脑上做各种很酷的事情,而不需要把文件上传到项目里或粘贴到提示词里。超级酷。所以这里的判断是,人们会发现这一点,然后在日常中开始使用它。
AI 界面的未来:从聊天框到任务委托
Dan Shipper: 我认为他们一定会。而且我也认为模型公司会让这类工具变得越来越易用。我觉得 Claude Code 以及类似工具中的一个重要特性,最终会渗透到你使用的其他所有应用中,不管是网页端还是其他地方——最早的那些 AI 应用,不过是在现有界面里贴了一个聊天框。你有 Copilot,它在 IDE 里做自动补全。你有 Cursor,侧边栏里有个小聊天窗口。而 Claude Code 的不同之处在于,你根本不看代码。它不是为手工编码设计的,不是让你逐行写代码的。它的设计理念是你说”我要你完成一件事”,然后它就去做了。我觉得我们正在达到一个节点:对于几乎所有常规应用来说,AI 已经足够好了,我们可以大致摆脱那些需要你深入查看它每一步在做什么的界面,不再跟它的执行过程交织在一起,而更像是——“我委派任务,它去执行。”
Lenny Rachitsky: 对。我之前请过 Cursor 的 CEO Michael Truell 来做播客,他的宏大愿景就是——“代码之后是什么?”
Dan Shipper: 自然语言。
Lenny Rachitsky: 没错,没错。我最近还请了 Base44 的创始人来播客,他创建了这家公司,以八千万美元卖给了 Wix。他分享说公司成立六个月了,最近三个月他一行前端代码都没碰过,全是 Cursor 和其他工具完成的。这已经在发生了。
Dan Shipper: Every 内部的人也一样,没有人再手动写代码了。
Lenny Rachitsky: 好,这个我们待会儿一定要聊聊。在此之前,你还有什么其他犀利观点要抛出来吗?
AGI 的定义:永不停机的智能体
Dan Shipper: 我还有一个犀利观点,就是我对 AGI 有一个定义。AGI 众所周知很难定义。人工通用智能到底意味着什么?图灵测试算一个标准,但我们已经在很多方面远远超越了图灵测试。所以我们现在没有好的定义。而我注意到的是,你可以通过能给 AI 多长的放手空间来判断它在变得多好。
用 Copilot 的时候,你可以按 Tab 自动补全,那是最初的阶段。用 ChatGPT 的时候,你问它一个问题,它返回一个回答,这大概比自动补全强一点。而现在有了 Claude Opus 4、Gemini 这些,再加上 Deep Research,它可以自己跑出去工作 20 到 30 分钟。所以你需要干预的间隔越来越长。
我想到这些的时候,想起了 Winnicott,一位儿童心理学家。他写过一本书叫《游戏与现实》。他对什么是成年、从婴儿到儿童再到成人意味着什么有自己的理解——你刚出生的时候,实际上是与你的母亲或照顾者融合在一起的,你和她之间没有分别。
而成长就是这样一个过程:在你能够承受的某些时刻,被逐步地、适度地让你失望。你学会了你和照顾者之间是存在分离的。对婴儿来说,不再是每天每时每刻都形影不离,你会被单独留下。也许会被留下来哭到自行停止。谁知道这对婴儿是不是正确的做法?这有很多争议。但这教会了你,你和妈妈之间是有分离的,你和爸爸之间也是有分离的。不会永远有人来抱你。
养育孩子就是知道什么时候他们准备好承受一点失望,学会自己站起来。所以我认为人类成长中也有同样的放手过程。你能独处的时间越来越长。我们现在还处于 20 到 30 分钟的阶段——大概……我也不知道,你可能不能把一个蹒跚学步的小孩单独留下 20 到 30 分钟,但比那个年龄段再稍大一些。
Lenny Rachitsky: 也许 20、30 秒吧。
Dan Shipper: 对于蹒跚学步的小孩,你可以在同一个房间里,有时候 20 分钟不用每秒钟都跟他们互动。大概就在那个阶段。我觉得我们跟 AGI 之间也有类似的放手距离。所以我认为 AGI 的一个好定义是:什么时候让智能体无限期地运行下去在经济上变得有利可图?就是它永远不会关机。一个永远在运行的 Claude Code,永远在做事情,你永远不会关掉它,你也不需要关掉它,因为你知道让它一直开着是值得的。
它不会等你来说”好,下一步”。当你说”好,下一步”的时候,它当然会回应你。但在你没发指令的时候,它基本上像青少年一样过着自己的生活,而这对你是赚钱的。你宁愿让它这样运作,也不愿让它干等着你告诉它下一步该做什么。
Lenny Rachitsky: 有意思。
Dan Shipper: 我觉得这是 AGI 的一个好定义。
Lenny Rachitsky: “有利可图”这个条件也涉及到运行这东西的成本。
Dan Shipper: 部分是成本,部分是价值。当然,你可以钻空子,说”那我就让 Claude 永远循环运行”。但我说的不止于此,我说的是更广泛地采用全天候工作的智能体。我喜欢”有利可图”这个标准,因为如果它要花钱,而标准是盈利,那它就必须确实在做有用的事,你才会让它一直开着。
Lenny Rachitsky: 有意思的是,这跟高级员工的比喻很像——自主性,本质上就是自主性越强,你需要给的指令越少,需要做的审查越少,这跟他们的资历直接相关。
Dan Shipper: 完全正确。
AI 会取代工作吗?
Lenny Rachitsky: 好,这一类话题还有什么想说的吗?
Dan Shipper: 我还有很多。我讨厌那些”AI 将取代工作”或者”AI 将让三分之二的劳动力失业”这样的标题。我觉得这不是真的。我讨厌那些”你用 ChatGPT 的时候不动脑子”的标题,还有一个典型标题是”单独的医生、医生加 AI、或只有 AI,哪个更好?AI 更好,所以医生要被淘汰了。”
这些说法,我觉得都挺蠢的。拿医生加 AI 的例子来说,我觉得重要的是要认识到,使用 AI 是一项技能。如果你研究的是那些不太有 AI 使用经验的医生,你大概可以设计出一个场景,让单独使用 AI 的表现更好。有时候 AI 确实会更好。但医生需要在那么多情境中做决策和行动,很难从一个研究就得出任何结论。
而当你面对一项发展如此迅速的技术时,这就更难了——不能指望医生已经是这方面的专家。但我猜测五到十年后,情况会完全不同。至于学生的例子,或者”AI 让你的大脑停转”的例子,我觉得很重要的一点是理解在技术史上,一直都是这样的:你放弃某些技能来换取其他技能。比如,柏拉图对文字非常怀疑,他认为文字会损害记忆力。确实如此。我们的记忆力确实不如从前了,因为那时的人需要记住长篇史诗来互相娱乐。
但我认为用稍微差一点的记忆力换取书写能力是值得的。我觉得 AI 也是类似的情况——你在某些任务上可能会稍微少投入一些,但如果你用对了,你在其他任务上会投入更多,获得更大的能力。所以你可以构造一个研究说使用 AI 时大脑连接性下降,就像你可以构造一个研究说掌握书写技能的人记忆力更差一样。但我觉得没有人愿意回到一个没有人识字的世界。
Lenny Rachitsky: 这太有意思了。现在有大量研究在展示 AI 对学生的好处,比如尼日利亚的那些研究,展示了学生进步有多快。所以我觉得你分享的这个背景非常重要——你会失去一些东西,但希望收获远大于失去,而到目前为止,看起来确实会如此。
技术采纳与”上下文工程”
Dan Shipper: 我觉得人们总是——尤其是在一轮技术炒作周期或范式变革的开端——很容易低估事物变化的速度。我经常举的例子是,我住在布鲁克林,街角的裁缝店至今不接受信用卡。信用卡已经存在很长时间了,所以即使在最好的情况下,这类技术的普及也需要很长时间。
而且我觉得人们很容易低估人类所应对的具体情境有多复杂。仅仅因为一个模型能在测试中拿到很高的分数——虽然这确实了不起,我很喜欢 AI,它确实令人惊叹——但这并不代表你能直觉地理解,真正去替代你工作中的某个具体环节有多困难。我觉得有一个很好的例子可以帮你建立一点直觉:一个月前,我用一个周末做了个小项目——“用 GPT-0.3 版本,能不能预测我在会议上会说什么?”
这就是一个基准测试——CEO 基准测试。我这么做的原因是,OpenAI 测试模型能力的金标准是在他们内部代码库上测试——“新模型在我们内部代码库中预测下一段代码的能力有多强?“因为那些代码没有出现在互联网上任何地方,所以这是一个非常好的基准测试。于是我想,“我的会议记录也不会出现在互联网上。我说过的很多东西确实在网上,有一定重叠,但做一下实验应该挺有意思。”
于是我把几个前沿模型拿来做这个测试,用的是我的 Granola 转录记录,结果表现都很差。确实很糟糕,但这不是因为它们不够聪明。现在有一个很重要的趋势——Spotify 的 Tobi 提出了一个概念叫”context engineering”(上下文工程),意思是为模型提供上下文——在正确的时间提供正确的上下文——至少占了一半的性能表现。
我觉得这百分之百正确。这也是我写了三年的东西,当时我称之为 knowledge orchestration(知识编排)。我觉得 context engineering 可能是更好的术语,但道理完全一样,而且这是一个非常非常难解决的问题。这不是一个一劳永逸的问题——不是说有了超大的上下文窗口就万事大吉了。这个问题的解决是持续的……就是那种”有了超大上下文窗口就搞定了”的思路。我觉得它会随着时间推移越来越好,但一旦它能准确预测我在会议上接下来会说什么,我就会把它当作工具来用,而这又会改变我在会议上接下来会说什么的整个动态。所以事情没那么简单。
Lenny Rachitsky: 有意思。我想你可以基于此训练一个 GPT。然后,不用再跟 Dan 开会了,直接跟这个东西对话,他就会替你做决策。
Dan Shipper: 对,完全可以。而且我们确实在某种程度上已经在这么做了。虽然这还不等于能精确预测我在会议上会说什么。但我觉得,如果你是 CEO、创始人或管理者,你会震惊于自己的工作有多少就是在不断重复自己。而这正是这波 AI 革命最好的事情之一——你不需要再重复自己了。
所以我们上个季度就做了这件事。我通常会设定一两个季度目标。我们上个季度的一个重要目标就是——不要重复自己。我希望在力所能及的范围内,永远不要在会议上把同样的话说两遍。在 Every,我们有一个核心业务是每日通讯。我花大量时间给标题提反馈,或者指导”怎么写导语”,或者”这个想法好不好”之类的事情。
我们已经开始把所有这些经验编码成提示词,基本上……这不等于模仿我。它不能精确地说出我在会议上会说什么,但它把我的品味推向了边缘,这样那些平时没法跟我交流的作者,到我看到内容的时候,他们已经跟我的某种模拟的模拟对话过了。这非常强大。
Every:AI 前沿的理念与应用
Lenny Rachitsky: 让我们沿着这条线继续聊。这正是我想深入的方向。我觉得你在打造的业务、你的团队、你的运营方式,代表了 AI 时代公司运营方式的最前沿,也是许多公司正在努力的方向。你们在尝试做到极致的 AI 优先。这与你一直以来的写作理念高度一致。所以有太多理由去研究你们在做什么——
Dan Shipper: 谢谢。
Lenny Rachitsky: 对,而且这对我们所有人都有好处,所以谢谢你。首先,跟大家说说 Every 到底是什么,然后分享一些关于你们如何运营的洞见。你刚才笑了一下……
Dan Shipper: 每个人都问这个问题,因为这是一家形状非常奇怪的公司。你其实可以在更早的时代找到类似形状的公司,但不那么常见,也没那么合理。
我觉得它是被 AI 重新赋能的,我们可以聊一下为什么。但我通常描述 Every 的方式是:我们在 AI 的前沿做理念和应用。业务的核心是一份每日通讯,我们做了大约五年,大约有十万订阅者。顶尖 AI 实验室的人都在读我们。基本上所有在 AI 前沿工作、想知道最新动态的人都在读我们。
我们做了很多内容——比如,每当 OpenAI 或 Anthropic 发布新模型,我们都能提前拿到,然后试用、撰写文章,这其实是我理想的工作。我太喜欢了。简直是最棒的。
Lenny Rachitsky: 听起来确实像。
Dan Shipper: 我不知道这个播客可不可以爆粗口,但是——
Lenny Rachitsky: 可以。
Dan Shipper: ……简直他妈的最棒了。
Lenny Rachitsky: 完美。用得恰到好处。你们管那些叫”vibe checks”(体感测评),对吧?
Dan Shipper: 对,我们叫 vibe checks——
Lenny Rachitsky: Vibe checks,我特别喜欢。
Dan Shipper: ——我觉得叫 vibe checks 而且强调这个叫法很重要,因为它们关注的是——使用这个东西的感觉如何,以及在你的工作或生活中用它来做日常事情的感觉如何。因为我觉得这捕捉到了标准基准测试无法捕捉、也确实很难捕捉的东西。而写 vibe check 最合适的人,就是那些真正在前沿使用它做事的人。
久而久之我们发现,我们相信关于技术最好的文字和内容,来自真正在使用和构建技术的人。所以我们一直有这样一个功能——除了写作之外,我们始终在构建小实验,这帮助我们写出好内容。而这已经发展成一套我们在内部运行的应用。构建这些应用的人同时也是作者,他们也参与 vibe check 之类的写作。
所以你能获得一个非常内部视角的了解——这些东西是如何由每天都在使用它的人构建的。我们这套应用中有一个叫 Cora。就在我们录制这期节目的当天,Cora 正式公开发布了,真的太棒了。
Lenny Rachitsky: 恭喜。
Dan Shipper: 谢谢。你可以把它理解为一个”幕僚长”,一个管理你邮件的 AI 幕僚长。它帮你用 AI 管理邮件,非常酷。我们可以稍后再详细聊。我们还有另一款产品叫 Sparkle,是一个 AI 文件整理工具。还有一款叫 Spiral,用 AI 做内容自动化。我们还最早孵化了 Lex,一个 AI 文档写作工具,后来把它拆分成了独立的公司,由我的 Every 联合创始人在运营。
基本上我们把所有东西打包在一起。你付一个价格,就能使用我们所有的软件,而且我们还在不断往这个打包套餐里加入新东西。我可以之后聊聊我们喜欢孵化什么样的东西、怎么孵化,因为我觉得里面有一些非常有趣的、特别的东西。
不过我已经叨叨了好一阵了,先说到这里吧。
Lenny Rachitsky: 还有一块咨询业务,我也想聊聊,但先放一放。
Dan Shipper: 对,我们有做咨询。
Lenny Rachitsky: 嗯。
Dan Shipper: 我们也做这个,这是公司业务的第三个支柱。它跟我前面说的应用流媒体的想法不是完全契合,但我们花很多时间跟大公司合作,基本上就是教他们如何做到 AI 优先。我们培训所有人怎么使用 AI。这个工作很酷,也很有趣,是我们所做的事情中非常重要的一部分。
Lenny Rachitsky: 这感觉本身就是一个十亿美元的生意。我想回头再聊这个。
Dan Shipper: [听不清]
Lenny Rachitsky: 因为所有人都想学这个。
好,跟我们分享几个你们的运营方式吧。你提到你们的团队不写代码。有哪些做法让你们能够如此高效地运转?我知道你们团队非常小。你们有每日 newsletter,有三四款产品,还有咨询业务。Every 的团队有多少人?
Dan Shipper: 15个人。
Lenny Rachitsky: 15个人?好的。
Dan Shipper: 对。
AI 运营负责人
Lenny Rachitsky: 那跟我们讲讲你们在最前沿是怎么运营的。
Dan Shipper: 好,说几点。第一,我觉得所有人都应该这么做——我们设了一个 AI 运营负责人。我每周跟她坐一次。每当我发现自己在重复做某件事,我们就把它放进一个待办清单里。她就在不断地构建 prompt、构建工作流之类的,让我和团队其他所有人尽可能地自动化。我觉得这是一个很大的解锁,因为……
如果你每天在工作中忙得焦头烂额,你会想:“好,我是用我已经会的方式来做这件事,还是用一种可能行不通的新方式来做?“我不想花一大堆时间去搞什么无代码自动化。有了 AI 运营负责人,你就能把这些事情识别出来,然后在真正干活的人不需要花时间的情况下去解决它们,这就让自动化更可能真正落地。
这里面也有一个诀窍,就是你要确保做出来的东西真的有人用。本质上你是在内部开发一个个小应用,如果你擅长做让人愿意用的应用,那就太好了。强烈推荐设立一个 AI 运营负责人。
Lenny Rachitsky: 我猜你看到了那条——Quora 发过一条推文,说想招的正好就是这类人。
Dan Shipper: 对。
Lenny Rachitsky: 所以这显然是一个趋势。也就是说,你的观点是这个角色需要是一个独立于公司日常工作之外的人,专门聚焦于帮助团队用 AI 提高效率?
Dan Shipper: 对,是的。
Lenny Rachitsky: 那这个人主要是帮你自动化你自己的工作,还是也能帮到其他人?
Dan Shipper: 不是,她基本上帮所有人。
Lenny Rachitsky: 所有人?好的。
Dan Shipper: 我们现在的切入点是编辑部。编辑部有太多事情了,我或者我们的主编 Kate——Kate 每天都要做大量的小的文案编辑,确保所有内容都符合 Every 的风格,一天要花好几个小时。现在 Opus 已经到了这样一个阶段:你可以给它一份风格指南和一个 prompt,它就能对你写的任何东西进行文案编辑,这太厉害了。
关键不只是做出这个工具。你还得让 Kate 养成习惯,每次有人给她东西时她会问:“你跑过那个 prompt 了吗?“所以还需要一些行为上的改变,我觉得这是一个非常有趣的组织挑战。
我觉得对我们来说稍微容易一些,因为组织里的每个人都是非常 AI 优先的,都愿意去做。我们没有人会说:“我不知道,我不想做这个。“这是一个完全不同的挑战,很多组织面临的正是这个问题,但让人们真正用起来始终是一个难题。
Lenny Rachitsky: 这太酷了。这位 AI 运营负责人是什么背景?
Dan Shipper: 她叫 Katie Parrott。她其实为我们做了很多代笔写作。Every 内部做产品的人通常自己写东西,但有时候他们需要帮忙,她就会帮他们写自己正在做的项目。她就是这样开始跟我们合作的。她现在还在做这件事,但同时也花很多时间做 AI 运营方面的工作。
在那之前,她在 Animalz 工作,那是一家内容营销代理公司,也是顶级的内容营销代理公司之一。他们非常注重流程。我觉得 Katie 之所以这么出色,是因为她极其擅长这类流程相关的事情、善于在这方面思考,同时她也是一个很棒的写作者,而且对 AI 非常兴奋。她就是想捣鼓、想用。正是这一点让我觉得:“好,你应该来专门做这件事。不只是代笔写作,我们把这也加到你的工作里。“效果真的非常好。
最低要求,你真的需要的是一个这样的人:“我想捣鼓,我想做东西。“如果还具备一些流程思维,我觉得那很重要。而且如果他们理解自己为之构建工具的那项手艺本身,那也会有很大帮助。
Lenny Rachitsky: 这是一个非常棒的建议。我觉得所有人都会开始招这种人。
Dan Shipper: 我也这么觉得。已经有其他一些人在讨论这个了。我听到 Rachel Woods——她是另一个经常思考 AI 相关问题的人——也在讨论这件事。我觉得这正在成为一种趋势,而且非常重要,它会渗透到组织的每一个其他部分。
我们在编辑部内部做这件事,但 Cora 上也有大量文案输出。顺便说一句,Cora 拼成 C-O-R-A,跟 Q-U-O-R-A 不一样,稍微有点容易混淆。Cora、Spiral、Sparkle 上都有大量文案输出,我们希望它们也达到 Every 同样的品质标准。所以工程师们会给 Kate 发消息:“这是 Figma 文件,你能帮忙做文案编辑吗?“这对所有人来说都很痛苦。Kate 就一个人,做这些真的很难。
从风格指南到自动化文案编辑
Dan Shipper: 所以我们做了一件事,Cora 团队的工程师 Nityesh 做了一个 Claude Code 的命令,直接调用那个提示词,然后检查整个代码库里所有需要文案编辑的地方,接着在 GitHub 上创建一个 pull request,再把这个 pull request 发给 Kate。她只需要看那个 pull request,判断一下:“这样改对不对?”
这样你就可以把那个提示词转化成工程师能用的格式。于是你的工程团队就能以你想要的风格写出营销文案了。我觉得这太酷了。
Lenny Rachitsky: 确实非常酷。我想稍微岔开一下话题。你一直在提——
Dan Shipper: [听不清]
Lenny Rachitsky: ……Claude,我很好奇你和你团队日常使用的工具栈是什么样的。看起来 Claude 是其中的核心组成部分。
AI 工具栈与使用偏好
Dan Shipper: 我确实很喜欢 Claude。不过一般来说,我第一个打开的是 o3。我是 ChatGPT 的人。我觉得 o3 质量非常高,写作方面很好,编程方面也很好,各方面都很出色。它有一个跟 Claude 相比仍然真正拉开差距的地方,就是它有记忆功能。我真的很喜欢这个。我花了大量时间跟 ChatGPT 反复强调:“我的写作要有力、简洁。“它现在已经记住了。
所以我觉得当我让它帮我写东西的时候,效果其实比普通 ChatGPT 用户要好。也可能比你的好,这个不好说。我也经常用它做自我反思和个人成长方面的事。所以它了解我。当我发给它一段会议录音的文字稿,问”我表现得怎么样?“它会回答:“嗯,你还是犯了以前那个老毛病,但在另一方面你比以前好多了。“我很喜欢这一点,真的非常棒。日常来说,o3 就是我的首选。
Claude Opus 呢……首先,Claude Code,Every 内部基本上都在用它。如果你在构建什么东西,你就在用 Claude Code。太疯狂了,真的好用到不行。
Gemini 刚刚出了一个新工具,我非常期待试用一下。因为在我们构建的应用内部,Gemini 是我们用得最多的模型。它极其强大,而且极其便宜,这很棒。所以我想试试他们刚推出的 CLI 工具。
我们也用一些 Codex,就是 OpenAI 的编程工具。那个适合用来处理那种”我想做一个一次性的、独立的……我想把这个小功能摘出来完成掉”的任务。
还有什么我在用的?回到 Claude,Claude Opus 4 能做到一件事,除了另一个我不能说的模型之外,没有其他任何模型能做到——
Lenny Rachitsky: [听不清]
Dan Shipper: ——能做到这件事。
Lenny Rachitsky: 好吧,我们不去碰那个。不想让你惹麻烦。继续说吧。
Dan Shipper: 但确实,没有其他模型能做到这一点。早期版本的 Claude,以及我觉得基本上其他所有模型,当你问它们”这篇文章写得好不好”的时候,Claude 以前总是给 B+。然后如果你在同一轮对话中再来一次,说”我修改了”,它就会给 A-。再来一轮,就给 A。
所以它没有那种真正的直觉判断。它过多地在考虑你可能想听到什么。你可以用一些提示词工程的方法来绕过这个问题,比如给它一个模板什么的。这些方法有一定效果,但终究还是缺了那种东西——它能判断一篇文章是否有意思、写得好不好吗?它有那种直觉吗?而 Opus 4 有。真的很神奇。我觉得这一点超级重要,因为它打开了所有那些你可能想用语言模型做评判的场景。比如我们正在做 Spiral 的新版本,做内容自动化的。你之前用过那个。我们本质上是在做”内容风格产品领域的 Claude Code”——你说”我想写一条推文”,给它所有文档,它有一堆记忆,给自己创建一个待办列表,然后就开始写。
很有意思的一点是,现在因为它能做出判断,它的待办列表里会包含这样的步骤:“好,我写了三条推文,我来评估一下这些好不好”,然后它在交给你之前就可以自己改进了。
这是一个巨大的突破。我们之前苦苦挣扎了三个月,试图构建一个复杂的系统来让它评判写作。然后 Opus 4 直接一次就搞定了,我们说:“太好了,这个产品能用了,开始推进吧。“所以我非常喜欢它这一点。
Lenny Rachitsky: 还有没有其他你经常使用的 AI 工具?你提到了 Granola,不包括你提到的那些。你觉得有哪些可能是大家还没注意到的?
Dan Shipper: 我用 Granola。我以前用 Super Whisper 和 Whisper Flow,它们都很棒。我们内部有一个叫 Monologue 的类似工具,大约一个月后会发布,我现在就在用。你可以把它们看作大致等同的东西。我认为语音转文字界面是未来的方向,更多人应该使用它们,更多人应该在产品中把它们作为一种交互方式来构建。我们一直用 Notion,我特别在用他们的会议录音功能。基本上工具栈就是这些。
Lenny Rachitsky: 好的,非常有帮助,也非常有趣。
团队运作方式与复利工程
Lenny Rachitsky: 我们回到你团队的运作方式。你提到了 Kate,是叫这个名字吗?
Dan Shipper: 对。
Lenny Rachitsky: 好的。还有什么?你还做了哪些你认为其他公司应该做的,或者最终会开始做的事情?
Dan Shipper: Cora 团队,就是 Kieran 和 Nityesh,基本上——
Lenny Rachitsky: [听不清] 那个团队就两个人?
Dan Shipper: 对,就这两个人。不过 Cora 团队其实是 Kieran、Nityesh,加上 15 个 Claude Code 实例,所以比你想象的要强大得多。
Lenny Rachitsky: 我太喜欢这个了。这又是一次对未来的一瞥。
Dan Shipper: 我们有一件我觉得特别酷的事,这个基本上是他们发明的,跟我完全没关系——他们发明了”复利工程”(compounding engineering)这个理念。核心思想是,每完成一个工作单元,都应该让下一个工作单元更容易完成。
复利工程的具体实践
Dan Shipper: 举个例子,在 Claude Code 的世界里,你不会写很多代码,所以你实际上会花大量时间在打 PRD 上——就是那种”这是一份文档,里面精确列出了我需要做的事情”,对吧?所以你可能就想,“好吧,这就是我现在的工作,我就是写 PRD。“那每一个 PRD,工作量都是一样的。
或者你可以花一点时间想想——PRD 存在一个理想形态(platonic ideal)。我要做的是写一个 prompt,把我那些零零散散的想法转化成一份 PRD。这样你就花了一点点功夫,让接下来所有的 PRD 都更容易写,因为你需要手写的部分更少了。
找到这些小小的加速点——每次构建一个东西的时候,都让下一次做同样的事情更容易——我认为这能让你的工程团队获得大得多的杠杆效应。
所以,没错,我们有 Kieran 和 Nityesh。Cora 现在已经公开了,之前是私有测试阶段,有 2500 个活跃用户,数百万封邮件从它那里经过。这是我们作为一家 15 人公司做的其中一个产品,确实有点疯狂。
Lenny Rachitsky: 确实疯狂。你们是怎么做到那种加速的?是他们不断优化 prompt 之类的吗?
Dan Shipper: 很大一部分就是 prompt、自动化流程之类的东西。
Lenny Rachitsky: 明白了。自动化用的什么工具?你们用什么工具来做自动化的自动化?
Dan Shipper: 他们大量使用的是 Claude Code。你可以在 Claude Code 里使用 slash commands,也就是你反复使用的 prompt。
Lenny Rachitsky: 明白了。所以基本上他们是在建立一个 prompt 库,让”这是我想要构建的东西”到”可以喂给 Claude Code 的扎实 PRD”这个过程更准确、更高效?
Dan Shipper: 没错。
Lenny Rachitsky: 太有意思了。他们就是存一个文件,还是放到一个项目里?他们怎么存储这些东西的?
Dan Shipper: 是 GitHub,就是一个 GitHub……
Lenny Rachitsky: [听不清]
Dan Shipper: ……这样他们可以互相共享。
多智能体协作
他们做的另一件我觉得很酷的事是,他们会同时使用多个 Claude 实例,但还会用另外三个 agent。有一个叫 Friday 的 agent,他们特别喜欢。
Lenny Rachitsky: Friday 是一个 AI 产品?
Dan Shipper: 对,对。
Lenny Rachitsky: 没听说过,有意思。
Dan Shipper: 还有一个叫 Charlie 的,他们也特别喜欢。特别是 Charlie 有一个他们很喜欢的地方……我们有一整期视频讲这个,我可以发给你。
Lenny Rachitsky: 好,我会把链接放出来。
Dan Shipper: 他们做了一个 AI agent 的 S 级到 F 级排名,我觉得特别有意思。Charlie 我最喜欢的一点是它住在 GitHub 里,所以当你收到一个 pull request 的时候,你直接 @Charlie,“帮我看看这个?“就行了。这种使用不同 agent 的方式效果很好,因为它们各自有不同的视角——就像不同的人有不同的视角、不同的品味。
Kieran 是那种很认真的 Rails 信徒——他们就是热爱 Rails,热爱 Rails 的手感。所以我觉得他对这些 agent 有一种很敏锐的感知。比如他会觉得,ChatGPT 给人的感觉非常简练、极简、专业,有一种特定的风格,他可能喜欢也可能不喜欢。而 Claude 的风格又不太一样。我觉得这些都特别有意思——这些东西是有个性的,而这种个性会改变你想用它来做什么,或者你为什么要同时用三个。
“复仇者联盟”式的 AI agent 组合
Lenny Rachitsky: 太有意思了。这让我又想起 Peter Deng 那次对话,他谈到自己的招聘策略和一个核心心得。他最终招到了 ChatGPT 现任产品负责人、ChatGPT 现任营销负责人、ChatGPT 现任工程负责人——因为他总能招到这些极其优秀的人。
他的理念是招一支”复仇者联盟”——每个人在某些方面很强,加在一起就是完美团队,而不是每个人都面面完美。有意思的是,你现在几乎可以用不同公司、不同的 agent 来做同样的事情。
Dan Shipper: 完全可以。
Lenny Rachitsky: 这让我觉得市场可能比人们想象的更大,大家会想要不同公司的 agent,而不是清一色的 Devin 或者 Codex。
Dan Shipper: 我觉得确实如此。绝对不会是”一个 agent 统治一切”。
Lenny Rachitsky: 太有意思了。
Dan Shipper: 是的。
Cora 团队的背景
Lenny Rachitsky: 天哪。Cora 团队的那两个人,他们的背景是什么?都是工程师吗?
Dan Shipper: 都是工程师。
Lenny Rachitsky: 好的。
Dan Shipper: Kieran 的背景很疯狂……他们俩的背景都很有意思。Kieran 的背景很疯狂——他之前是一家创业公司的 VP Eng,实际上就是 CTO 的角色,可能做了两家创业公司,也是其中一家的联合创始人。但更早之前,他是一名专业作曲家。再往前,他是一个面包师。去年我们在法国做团队 retreat,他教我们所有人做可颂。我做的可颂惨不忍睹,他做的漂亮极了。
Lenny Rachitsky: [听不清]
Dan Shipper: 总的来说,我觉得这种多维度的人才正是我喜欢在 Every 拥有的那种人。因为我们都是通才,我们都想用 AI 做各种奇奇怪怪、很棒的、有创意的事情。有这种背景的人,不仅对 agent 有好的品味,对”着陆页应该长什么样”之类的问题也会有好的判断。我认为这越来越重要——当你试图把一个 15 人的通才团队扩展到五个产品的时候。这就是 Kieran 的背景。
Natasha 的背景是……我挺嫉妒的,因为他直到 ChatGPT 出来之后才开始学写代码。他一直想学编程,但他完全是在 AI 时代学会写代码的。我一直跟他说,“兄弟,我初中时候是从书本里学编程的。“我得去 Barnes & Noble 买一本书,那时候什么都没有……我没法 Google 搜为什么这个函数不工作。
Lenny Rachitsky: 那时候连 Stack Overflow 都没有。
Dan Shipper: 对,对。没有什么 overflow,只有一些奇怪的 BBS 论坛之类的,我当时大概 12 岁,可能不应该上那些地方。所以他比任何前 AI 时代的工程师成长速度都快得多。我在公司其他人身上也看到了同样的现象。现在有一个很大的问题:当入门级工作被 AI 取代之后会怎样?我的看法是,这值得思考,而且有可能在某个时刻真的会成为问题。但我的感受是,每当我看到一个用 ChatGPT 的年轻人,我就觉得,天哪,他们的成长速度会比我合作过的任何人都快得多。我们有一个叫 Alex Duffy 的小伙子跟我们一起工作,他为 Context Window 写作,他刚上线了一个项目——我们教 AI 们互相玩外交游戏(Diplomacy),非常酷。
AI 时代的学习加速
整个项目都是他做的,我觉得他真的、真的、真的很有天赋。他来我们这儿,大概快一年了,这是那种我在每个……每个地方都反复见到的经典案例——你有很好的想法,但写作还不够好,而我在你写得足够好之前,真的很难给你安排什么。所以我只能给你一些小任务,等你慢慢进步,等等等等。我注意到的是,他两个月就取得了一年的进步。因为每次我坐下来跟他说,好吧,讲故事要这样讲,标题要这样想,他把所有这些录了下来,放进 prompt 里,从此再也不会犯同样的错误。
我觉得他因为这些东西,速度比原本快了太多太多,我在其他很多工作中也看到了同样的现象。Natasha 就是另一个很好的例子。所以总的来说,我觉得人们会逐渐意识到,一个 20 岁、有 ChatGPT 订阅的年轻人,只要有人带,就是超级强大的力量。我觉得这很棒。
Lenny Rachitsky: 天哪,这里有太多条线可以继续展开了。现在有很多人担心入门级岗位会消失——入门级的人永远没有机会了,那如果这些人没法以入门级的身份学习做事,我们将来怎么有资深的人呢?而你的意思是,ChatGPT 和这些工具能帮你加速成长,所以你真的不需要在底层待那么久。
Dan Shipper: 对。你实际上从一开始就在学习如何做一个比入门级高一个层级的人。这基本上就是我整个”分配经济”论点的核心——当你看哪些技能在 AI 时代会变得有价值时,一大类技能就是管理技能。今天,管理者是管理人的;明天,每个人都是模型管理者。目前,管理技能并没有广泛分布,因为它的成本很高,又是一件昂贵的事情……所以目前只有 8% 的劳动力是管理者。现在管理的成本会大幅降低,所以会有更多的人需要去做管理。所以这就是那些年轻人、20 岁的人——我看到的——现在需要开始学习的东西。而且不是说你可以直接说”好,去做吧,做完回来”。你得能深入到正在做的工作中去,帮它变得更好。但他们是在同时学习两样东西——既学怎么管理,又学怎么实际动手做,从而真正擅长这些。
Lenny Rachitsky: 这里的管理,就是管理 agent,对吧?
Dan Shipper: 对,你在管理 AI。
Lenny Rachitsky: 那回到你之前说的,这个核心团队——我想你说的是所有人都不会写代码,零代码,现在就是在管理替你写代码的 agent。
Dan Shipper: 对。
Lenny Rachitsky: 好的。我从来没听说过这个阶段的公司能做到这样,这真的太酷了。所以工作流程是——他们给它指令:这是我想要的。然后用他们自己积累的这套很棒的 prompt 库来细化需求,agent 来构建代码、写代码。然后基本上时间都花在审查代码和审查输出上——看起来怎么样?感觉怎么样?然后继续迭代优化。哇。所以你们已经到了 Cursor 的 Michael 说我们将会到达的地方。我几个月前跟他聊过,他说一年之后,他认为事情就会变成这样——我们不再看代码了。你们已经到了那一步了。不过你们还是在看代码。好吧,你们还是在看代码。
Dan Shipper: 他们确实在看代码。所以在做任何事情之前,你都要做代码审查。而且 Danny——就是负责 Spiral 的那个人,就是我之前说的我们在做的那个面向内容的 cloud code 工具——他花了好几天时间深入研究了某个我们感兴趣的第三方库的内部实现,因为了解这些是有帮助的,理解这些东西是有帮助的,但他实际上并不写任何代码。一旦他理解了,他就去指挥 cloud code 做什么。我觉得这真的很重要。
Lenny Rachitsky: 这是一个极其疯狂的里程碑。有一种感觉是我们正在走向一个不需要真正理解代码、不需要写任何代码的地方。我们会到达那里的,而你们已经到了。我觉得这太容易被忽视了——这有多疯狂。你有一个完全不写代码的产品团队。
Dan Shipper: 确实很疯狂。我觉得尤其疯狂的是,有一小群人,每个人都有这么多不同的技能。每个人都是通才,每个人都积极拥抱 AI。所以在这样一个环境下,即使团队还很小,你们能做到的事情是不可思议的。而且你几乎是在发明一套全新的原则——我们怎么协作,我们怎么做工程,所有这些东西。我觉得这也正是写作……这也是我喜欢做这件事的原因,因为我们从这些实践中写出来的东西我觉得真的很好,因为我们可以从亲身经历的角度来谈论它。但我确实想说另一件事,那就是我们还没有到那一步——Every 的员工如果不懂代码,目前还做不到他们现在正在做的事情。
Lenny Rachitsky: 对,这正是我想问的。
Dan Shipper: 这是一个不同的门槛。我觉得在很长一段时间内,懂代码仍然会是有价值的,很长很长一段时间。但这并不是一个全新的演进过程。比如,当我在初中学习编程的时候,当时的新热点是脚本语言,也就是 Python 和 JavaScript。但如果你是一个”真正的程序员”,你得理解 Python 和 JavaScript 底层的语言,那是用 C 写的。脚本语言不算完全”正经”。而要想做出真正有趣的东西,你必须能够掌握技术栈的上下两层。C 程序员也是一样——大概在七十年代 C 被发明出来的时候,你得会写汇编。
而英语只是脚本语言之上的一层。所以我认为所有这些说法在某种意义上都是对的——尤其是在技术转型的过渡期,能够深入技术栈的下一层确实有很多重要的理由,而且随着时间推移,这种需求会越来越少,但这仍然需要很长时间。有时候即使你是一个 JavaScript 或 Python 程序员,了解底层是怎么工作的、怎么写的、看到它的实现方式也是有用的。今天这比以前不重要多了,但那也花了十到二十年。我觉得编程也是一样的道理。拥有那项技能超级重要,会显著加速你的发展。它会随着时间的推移开始变得越来越不重要,但我们离那一步还很远。
Lenny Rachitsky: 好的。这是一个非常重要的观点,我很高兴你展开了。那你有没有一个感觉,我们离你能雇佣一个非工程师来构建另一个产品,还有多远?
Dan Shipper: 你是说一个真正的 SaaS 产品?
Lenny Rachitsky: 对,比如我们有这个想法,想找一个人来实际负责。
Dan Shipper: 还很远。目前还看不到那个时间点,但有很多比那个低一个层次的东西是可以成为产品的,我觉得你几乎现在就能做。举个例子,我们之前谈到过 DIA——The Browser Company 推出的那款新 AI 浏览器。DIA 有一个叫 skills 的功能,本质上就是一些小型的 AI 应用,你可以在浏览器里运行它们。你可以给它提示词,它就会在网页上执行任务。非技术人员就能构建这些东西,ChatGPT 的 custom GPT 也是一样。非技术人员完全能构建。所以我认为,虽然我依然坚持我们离任何人都能在零编程知识的情况下构建一个传统 SaaS 应用还很远——除了做个 demo 之外——但将会出现其他形式的软件。
我的一个观点是,软件正在变成一种内容。将会出现其他形式的软件,它们不像今天的软件,但你作为一个非技术人员,即使不会写代码,也能运营、启动并当作一门生意来做。这很快就会发生。我是说,某种程度上已经在发生了。它看起来不像你刚才问的那种东西。更像是好莱坞电影和 YouTube 视频之间的区别。
AI 放大有技能的人
Lenny Rachitsky: 我觉得这对很多人来说是一个很令人安心的说法。你看到的本质上是 AI 极大地赋能了那些本身有技能的人,让他们能做到更多的事情。
Dan Shipper: 对。
Lenny Rachitsky: 好。你们在运营上还有什么其他有趣的方式值得分享的吗?那些帮助你们跑得更快、用更少资源做更多事情的方式。
产品构建方法论
Dan Shipper: 我很想聊聊我们是如何思考产品构建的——该构建什么产品,最终构建了什么。因为我觉得这其中有一些特别之处,可能有一套方法论对其他人也有用。当我想起……这一点直到最近才真正清晰起来。之前很多时候只是凭直觉在做,并没有真正去总结。但当我回顾我们最终孵化出的那些东西,本质上可以追溯到我最开始说的一点:有一些东西在过去非常昂贵,只有富人或大公司才能负担得起。比如专门处理你邮件的幕僚长,我认为治疗师或者律师也是一个很有意思的例子。帮你整理衣柜的人,或者帮你整理电脑的人也是一个例子。帮你跑腿的人——这些东西正在变得便宜一个数量级,以至于每个人都能用上,即使你只是一个小型创业公司。
所以基本上,当你作为一个……我们算是这种 AI 优先的公司。你会碰到各种各样的小需求,比如,我现在真希望有个代笔写手,但代笔写手真的很贵。或者我希望有个律师,但这得花两万五千美元。律师真的很贵,而且对这些服务的需求远超供给,因为价格太高了。而 AI 做的事情就是让你可以说,哦,我可以用 Claude 来做这个。我可以用 ChatGPT 来做这个。于是你能够把那些已有的需求——我们有律师,我们有代笔写手——释放出来,但还有很多我们做不到的事情,因为我们负担不起。所以我们仍然保留着律师,仍然保留着代笔写手,但我们在这类事情上做了多得多的工作。
我们注意到了这一点。然后我们开始先用 ChatGPT 和 Claude 这些通用工具来尝试,看看这是否有用?是不是真的能解决问题?诸如此类。如果确实可以,我们就会把它拆分出来,做成一个独立的应用。我觉得这个时代真正特别的地方在于,你能构建的东西——整个棋盘已经完全被重置了。五年前你要做的不过是再做一个笔记应用。我们做笔记应用已经做了太久了,或者再做一个 B2B SaaS 应用。都是同样的东西,换了个稍微不同的包装。而现在则是全新的领域。没人知道接下来会怎样。所有人都在边走边发明。各种全新的工作流正在被创造出来,很像——我不知道——比如当电子表格最初出现在电脑上的时候,我们在电子表格上摸索各种全新的工作流。
这些工作流后来在 B2B SaaS 中被拆分成独立产品,ChatGPT 和 Claude 也是同样的情况。而真正酷的是,你可以说,好,我在用 ChatGPT 做这件事,它对我真的很有用。你可能是最先注意到这一点的人之一。然后因为 Every 的每一个员工都是 AI 优先的,他们来到 Every 是因为他们读 Every 的内容——他们读 Every,所以我们都有相同的体感,都在做类似的事情。他们就成了我们的第一批用户。所以我们衡量产品是否成功的标准是——它在 Every 内部是不是一个爆款。Monologue 这个我跟你提到过的应用,Every 内部所有人都开始使用它,我们就觉得,好,我们找到东西了。
接下来真正有趣的是,如果 Every 内部的每个人都在用,而阅读 Every 的人跟我们有类似的体感,所以他们就成了下一批用户。我觉得这是一条非常有意思的产品构建管线。这是一个全新的绿地,所以你想到的所有东西,很可能都是新的,这真的很酷。而从长远来看,我认为像我们这样的组织——那些在前沿探索的人——我们正在做的事情,三年后所有人都会在做。所以现在可能看起来比较小众,但三年后当其他人都有了和我们一样的需求时,它就会变成一件大事。
GPT Wrapper 的价值
Lenny Rachitsky: 这真的很酷。我听到的是,GPT wrapper 是个好主意,值得去做。
Dan Shipper: 百分之百同意。GPT wrapper 非常棒,它们被无端地贬低了,人们不理解它们到底有多大价值。
Every 的机构愿景与商业模式
Lenny Rachitsky: 我觉得还有一点,你们刚融了一轮种子轮。这也许是个好时机聊聊这个。这些产品不一定要成为那种几十亿美元的超级爆款。你们某种程度上有这样一个产品组合,还有内容业务。所以我觉得关于这些产品需要长到多大才算成功,你们有一个很有意思的思路。也许可以聊聊这个。
Dan Shipper: 对。我真心希望 Every 成为一个机构,教人们如何借助技术——尤其是 AI——过上更好、更有人性的生活。既通过写作和我们制作的内容来教他们,也通过为他们构建工具来帮助他们做到这一点。但我认为,构建一个机构的基础——至少对我来说,我想要的方式是——我希望在内部,它感觉像一个创意游乐场,我们有机会去冒险、去做事情、去做那些毫无道理的奇怪事情。我们没法向任何人解释得通,但我们就是觉得它很有趣。所以我一直在玩味这种动态张力:一方面是机构的严肃性,我们希望它能持久、有影响力;另一方面就是——应该就是好玩。让我们玩一玩。我觉得保持这种张力非常有价值。
所以一直以来我对融大笔钱有点犹豫,因为我觉得那会把你锁定成那种必须全力以赴、严肃以对的姿态。当然有很多公司找到了那个平衡。但就我个人作为创始人而言,我希望保留选择的空间,保留那种好玩的感觉。我觉得部分原因是我知道自己有掌控权,可以基本按照自己的想法来做。可能还有一些更深层的心理因素,如果你感兴趣我们可以展开聊。但我觉得归根结底……这就是我想要的。所以当初创立 Every 的时候,我们只融了一轮很小的 70 万美元 pre-seed,那时候正是创作者经济的巅峰期。
我们俩差不多同时开始写 newsletter。他和我在差不多同一时间开始各自的 newsletter。那是当时最疯狂、最火热的事情。钱到处飞,非常疯狂。但我们只融了 70 万,因为我的想法是:融到够我们实验的钱,有一点现金缓冲就好,不要多到把我们锁死在什么路径上。我们给所有投资人发了一封邮件说——你也是我们的投资人,所以你大概收到过这封邮件。
Lenny Rachitsky: 小小投资人。但我也在里头,我也在里头。
Dan Shipper: 我们给所有人都发了邮件说,这可能不是一个 VC 式的生意,所以你们不应该期待我们会继续融资。我们甚至用的是一种稍微修改过的 SAFE 协议来融资,给所有人一个选项,可以在三年内转换为股权,即使我们不再融资也没关系。所以我们用一种方式同时保留了两条路:要么做大,走传统的路线;要么按我们自己的方式来做。也许不是一门大生意,但我们热爱它。那也很好。这次新一轮我们也是同样的做法,从 Reid Hoffman 和 Starting Line VC 那里融了最多 200 万美元。我把这叫做”小口种子轮”(sip seed round),基本上就是他们承诺了 200 万,但我们可以在任何想要的时候提取,每次提取时就按一个固定估值的 SAFE 来执行。
对我来说这很有帮助,因为它在心理上让我敢于承担更多风险。如果银行账户归零了,我可以再拿钱。很好。不用操心这件事。但同样有帮助的是,我和团队其他成员不会盯着银行账户里一个巨大的数字想:好吧,我们可以烧掉它,来烧吧。而且对我们的投资人来说,我认为 Reid 非常希望我们成功,但我不觉得他在乎这门生意到底多大。我觉得他更多地是在理念上认同我们试图做的事情。如果它变成了一门巨大的生意,他会很高兴。我认为这种理念的契合正是我在寻找的。我觉得这个项目有一种核心的创意精神,我想保持住它,同时我也非常在乎产生大的影响力。
但我觉得产生影响力的方式有很多。其中一种是打造一家百亿美元的公司。另一种方式是真正改变人们看待世界、看待自己在世界中位置的方式。我认为这就是故事的力量。有时候你确实需要通过建立一家巨型公司来做到这一点,但不一定总是如此。我们最珍视的很多故事,来自那些可能并不富有的人。所以我真的很喜欢创造这样一个地方——我们可以做出一门非常好的生意,我也很在乎这一点——但它灵魂的核心,在于改变人们看待自己在世界中位置的方式。
Lenny Rachitsky: 我很喜欢你在融资方式上创新出了一种新的中间路线——既不是纯 bootstrap,也不是传统 VC。是一个 seed。而且我很欣赏这个两百万……如果我融了五千万,那我能理解,好吧,别把五千万全放账户里。但你确实有两百万。对我们来说这已经太多了,我们不想看到这笔钱出现在账户里。
Dan Shipper: 这也是另一件事。当然我们走着看这会怎么发展。也许两年后我会回来诉苦说我们钱融少了之类的。谁知道呢?但另一件事是,我确实认为我们用很少的钱就能走很远。比如 Cora,我觉得把 Cora 做出来总共花了大概 30 万美元,也许吧。这太疯狂了,因为——
Lenny Rachitsky: 这包括工资吗?
Dan Shipper: 包括工资。是的。
Lenny Rachitsky: 哇。
Dan Shipper: 这个产品在三年前即使你有几十亿美元也根本无法实现。技术上就不可能。因为没有 GPT,你不可能做邮件摘要、自动回复这些功能。所以它不仅完全不可能实现,而且现在我们用两名工程师就能完成过去需要 20 人团队才能做到的事情。我认为这意味着我们需要更少的钱。而我觉得 VC 行业还没有真正跟上这一点。我知道有其他公司在做类似的事情——有一个叫 seed strapping 的概念,所以也有其他公司开始意识到这一点。我很好奇这会如何改变 VC 模式。对我们来说肯定是不一样的,我们有一个特定的孵化模式,和 VC 模式有些不同。我觉得我们在与创始人的合作方式上有一些差异化,这挺酷的。但总而言之,我只是在试图找到一种适合我的形态,一种和别人不同的形态,我们走着看吧。
Lenny Rachitsky: 两年后我们再回来审视。从外面看起来发展得很好。在结束之前我想再问几个其他事情。一个是关于你们的咨询业务。我觉得很有意思,因为就像我说的,我觉得这可能是一门十亿美元的生意。我觉得现在每家公司都在搞清楚——别人到底搞明白了什么我们还不知道的东西?我收到了太多公司首席产品官的邮件,说能不能给我介绍一些在 AI 方面做了有意思事情的首席产品官,我们应该向他们学习?太多这样的人了,我就把他们互相介绍,而你们基本上就是在为很多公司解决这个问题。
所以一是也许可以聊聊这方面的业务。二是,我猜想你们一定见过一些在 AI 落地上做得很好的公司,他们找到了真正的效率提升;也一定见过一些做得不好的公司。你觉得这两者之间的区别是什么?
Dan Shipper: 我很喜欢这个问题,而且我有一个非常明确的看法。首先,是的,咨询业务这块,基本上我们所有时间都在折腾新模型、写相关文章、用它来构建产品。我们有一个很大的受众。所以自然而然地,陆续有公司来找我们说,你们能不能来教我们怎么做这件事?于是我们开始做了。这块业务还比较早期,大概也就是过去六到九个月的事情,但现在已经是一门相当大的生意了。今年大概会翻倍。去年我们做了大约 100 万美元。今年可能会更多,要看情况。取决于几个……我们有几个大合同还在谈,所以可能远不止这个数。
Lenny Rachitsky: 十亿。我预测几年后会是十亿美元。
Dan Shipper: 所以基本上客户会问,你们能不能来帮我们学会怎么做?我们的做法是,先花一些时间去研究你的组织。我们会深入了解各个团队在做什么、有哪些重复性任务,就是前面聊到的那些。然后我们会先出一份小报告,告诉你我们发现了什么。不仅如此,我们还提供一个聊天机器人,你可以和我们做的所有访谈对话,自己提取洞察。我们有一整套看板,展示哪些团队对这件事很积极,哪些团队不太感兴趣,以及根据访谈和 AI 分析,各个团队可能获得多大的杠杆效应。
这个工具挺酷的,是我一年前用一个周末和 Devin 写出来的,后来 Alex 负责咨询业务的一部分,帮忙做了升级。接下来我们有培训课程,会去给每个团队做培训,并根据访谈内容进行定制化。因为 AI 有趣的地方在于它是一种通用技术,我觉得公司内部的人大概 10% 会说”我超级感兴趣”,10% 会说”我绝对不会碰”,而 80% 会说”如果你告诉我怎么用在我的工作上,我就用”。
所以我们把培训定制化,告诉你具体用什么提示词,在什么场景下用。我觉得这确实能推动采用率。我们跟每个团队花四周时间,每周一小时,效果很不错。培训结束后,我们通常还会帮他们搭建自动化,做一些前面提到的 AI 运营相关的工作。客户很喜欢。我们合作了很多大型对冲基金、私募股权公司和大企业,诸如此类。回到你说的——
区分 AI 落地好坏的关键因素
关于你的第二个问题——“做得好的公司和做得差的公司,或者最终采纳了 AI 的公司,区别在哪里”——我觉得最大的预测因子是:CEO 自己用不用 ChatGPT?或者换任何一个聊天机器人。如果 CEO 天天在用,觉得”这东西太酷了”,其他人就会跟着开始用。如果 CEO 说”我不懂,这是别人的事”,就没有人能来推动这件事了。他们要么对 AI 持负面态度,那肯定没人会用;要么抱有不切实际的期望,因为完全没有直觉去判断什么是可能的,最后只会非常失望。
但那些经常使用 AI 的 CEO,既能带动热情,又能设定合理的期望,所以效果很好。做得特别好的公司……举个例子,我们合作了一家叫 Walleye 的对冲基金,几周前我请他们的创始人上了我的播客 AI and I,他们是一家规模巨大的百亿级对冲基金。他们的做法,我觉得基本上是这方面的标杆。首先,他们做的第一件事,也是很多 CEO 在做的,就是发那封”我们是 AI 优先的公司”的邮件。所有人都收到了这个信号。
但你必须真的做到。他邮件里有一句话我特别喜欢:“这封邮件是我用 ChatGPT 写的,你们也应该这样做。“所以你得……
Lenny Rachitsky: 在那封备忘录里就带头示范了。
Dan Shipper: 对。你得这样身先士卒。然后他的做法——我觉得很多其他做得好的公司也是这样——他们会开周会,让大家分享提示词和使用案例。每周给全公司发一封邮件,说”好,这是我们 ChatGPT 的使用数据,这些是提出了新提示词并做出贡献的人”。
营造出这种意识和势能。因为回到我之前说的,大约 10% 的人是早期采用者,在公司内部你需要找到这些人并把他们推到台前,因为他们会花大量时间去摸索什么有效,然后你要做的就是把他们学到的东西转化到整个组织中。所以如果你创造了让他们被奖励的场合,他们的经验就会自动传递给其他所有人,并激励更多人参与。我觉得这就是秘诀。
Lenny Rachitsky: 太棒了,我很喜欢这些建议。让我复述一下你刚才分享的,你鼓励企业采用的几个具体做法:一是发那份备忘录,就是 Toby 式的备忘录——我不知道这么描述对不对,Toby 应该是最先发这类备忘录的人——“我们是 AI 优先的”。这会成为绩效考核的一部分,会问”你能不能先用 AI 完成再去找别人”,所有这些。然后在备忘录里注明”我是用 ChatGPT 写的”,这个主意很好。二是周会的概念,就是一个线下或 Zoom 会议,大家分享”这是我学到的 AI 使用技巧”。然后是每周的数据邮件,“这是我们全公司 ChatGPT 的使用量,这几个人做了一些很棒的工作”。
Dan Shipper: 对。
Lenny Rachitsky: 太赞了。我特别喜欢这个非常简单的判断标准:“如果你是 CEO,每天使用 ChatGPT 或 Claude 或其他什么工具,这件事就能成。”
Dan Shipper: 是的。
Lenny Rachitsky: 非常酷。我知道现在还早,但你是否看到了一些公司大规模拥抱和采纳 AI 之后带来的影响?有没有一些案例或者数据可以分享?
AI 落地的实际影响
Dan Shipper: 现在还早。很难说什么确定的结论,除了一点——我觉得一般来说,做得好的公司觉得他们可以用同样的人手完成比以前多得多的工作,所以在同样的预算下走得更快、更远。我没有看到很多人说”好,我们要裁掉一批人”。
另外,我也不太想接那种咨询项目,那太糟糕了。但我们从来没有需要拒绝过。大多数人的想法是”好,我就用现有的人手做更多的事”。
我觉得还有一点,回到我之前说的关于就业回流的话题,我确实看到一些公司——不是我们合作的客户,而是我朋友的公司——他们说”我们在某个地方有个呼叫中心,但我认为用两名美国员工加上一个客服平台就能完成同样的工作量”。这些平台还没完全自动化。我觉得 Klarna 那个 CEO 说的那些是胡扯。但确实,你可以用两三个美国员工,付的薪水可能比在其他地方雇 100 个人还少一点。显然,每个人都要根据自己的情况来做这个计算,但我确实看到了这种情况。是的,我觉得核心就是用同样的人手做更多的事。
分配经济
Lenny Rachitsky: 也许在结束我们的对话之前,我想回到你之前提到的那个概念,但我想花更多时间来展开谈谈,也就是”分配经济”这个概念。如果我没理解错的话,我们一直处于知识经济中,人们因为做事而获得报酬,而你的论点是我们正在走向分配经济,其中管理技能变得更加重要,我们会花更多时间在管理上。我觉得这件事最妙的地方在于,它也告诉你在未来哪些技能会更加重要,这也是很多人都在思考的问题。所以也许你可以直接回答这个问题,分享你认为重要的内容,让大家了解你的想法。
Dan Shipper: 好的。这是基于我在大约两两年半前写的一篇文章。那时候连 agent 都还没被认为可行。我当时确实在认真思考一个问题——“在我的日常使用体验中,到底哪些技能对我来说是有用的?“,因为我觉得对很多人来说也会是这样,而且我认为做这类预测最好的方法,就是你必须自己每天都在用,然后这会帮助你形成对这些问题自己的判断。
所以我当时注意到的现象是——使用 GPT-3 或者可能已经是 GPT-4 了——我会花很多时间思考,比如,“我怎么把问题表达清楚?我怎么为这个问题收集正确的信息?我怎么把它组织好,让正在用的模型能理解?我怎么选择用哪个模型?我怎么把任务拆分开——‘好,这个模型做这个,那个模型做那个’,根据我对各个模型优劣的了解来做判断?怎么给它们反馈?”
“怎么对我要的东西有一个清晰的愿景,以及一套评判好坏的标准?“所有这些东西恰恰就是我发现自己在使用这些工具时做的事情,然后我就想,“哦,这不就是管理吗。“一旦这件事在你脑海里咔哒一下接上了,你会发现很多其他的事情也随之清晰起来。一个很好的例子是,有很多人抱怨说,“我怎么能让 AI 来做这个?我没法相信它能做好,所以还不如我自己来做。”
我就想说,“对,每个初任管理者说的都是一模一样的话。“你总会遇到这个问题——“好,如果我授权给别人,结果做出来不是我想要的样子。如果我自己做,那我就没有任何杠杆效应。“所以一个管理者必须学会如何成为管理者——就是”什么时候我该介入,甚至微观管理一下?什么时候可以授权?怎么建立信任?怎么拆分任务?诸如此类的事情。”
所以我认为这些技能之间有很大的重叠。这些技能目前在人群中分布并不广泛,但在未来会变得普遍,因为当管理者的成本会变得极低。
Lenny Rachitsky: 具体来说,我看了你写的那篇文章,你强调将来会更有价值的技能包括:评估人才、愿景、品味,还有你说的,什么时候该深入细节,什么时候该介入。
Dan Shipper: 对。
Lenny Rachitsky: 很棒。另外,你还提到了一个相关的观点,就是通才会变得越来越有价值。你提到 Every 的每个人都是通才。
Dan Shipper: 对。
Lenny Rachitsky: 聊聊这个吧。
Dan Shipper: 好的。我觉得……嗯,也许因为我自己就是个通才,所以这话你得打个折扣听。
Lenny Rachitsky: 我也一样,我也一样。
Dan Shipper: 但我觉得这也是 AI 对我来说如此棒的原因之一,就是我喜欢涉猎不同的领域。比如在一天之内,我可以写代码做应用、做视频、做图片、写东西,等等,而 ChatGPT 一直陪着我。我认为基本上从古雅典到现代,随着文明的发展,我们发现越是专业化,就越能在更多人之间实现高效协作。就像 Adam Smith 说的那个扣针工厂的例子——有人专门做扣针之类的——就是专业化带来贸易优势。这种方式确实带来了很多非常好的效果。
我最喜欢的一个例子,还是回到古希腊、古雅典。雅典是一个通才的文明,至少对公民而言是这样。他们在对待女性和奴隶方面有糟糕的历史,但我们先把这个放一边。如果你是一个公民,你就是通才。你可能被期望成为一名战士、法官、陪审员,甚至将军。
你可以预期在自己的一生中承担多种不同的社会角色。但这种情况后来发生了变化,因为雅典成了一个帝国。当它成为帝国之后,如果你要派一位将军去远征西西里之类的,你肯定希望这个人足够专业。于是通才模式开始瓦解,人们开始承担特定的角色,互相协作,等等。我认为这种模式对文明的发展实际上非常有利,但在很多方面,它也没那么有趣。做一个全面发展的人其实是很酷的。我觉得 AI 有趣的地方在于,它有点像——你可以把它想象成口袋里装了一万个博士。
它对人类知识的每一个小分支、每一种艺术形式、每一种制造或建造方式都了如指掌,而你随时可以调用这些知识。所以它帮你完成了很多专业化任务——那些你可能需要花十年才能精通的事情,比如研究某种蝉的特定物种,了解它们的繁殖方式。但现在,你口袋里这个东西随时可以在任何场景下告诉你关于这些的一切。因此你有能力在不同技能领域之间自由跳转,作为一个创始人你能完成更多事情——比如我觉得我们可以把 15 人的团队规模维持比原来预期长得多的时间。Every 内部的人可以更长时间地保持通才身份,而且我觉得这种情况可能会波及整个经济——不再是那种庞大臃肿的企业,每个人只负责拧一个小按钮,而是更多小型组织,里面的人更加通才化。我认为这其实会是一件非常好的事情。
Lenny Rachitsky: 这让我想起,我在跟我正在试用的私人教练聊天,她说自己是一个很有大局观、很宏观的人,但不擅长执行,比如保持条理性之类的,而 ChatGPT 对她来说简直是天赐之物,因为她只需要说,“这是我大概想做的事,帮我把它落实。”
Dan Shipper: 太棒了。我很喜欢这个例子。
Lenny Rachitsky: 所以,是的。这真的让我想到所有这些东西将会释放出多少价值。这次对话太精彩了,完全是我期待的样子。好了,我们进入到非常激动人心的快问快答环节。Dan,你准备好了吗?
Dan Shipper: 准备好了。
Lenny Rachitsky: 开始了。你最常向别人推荐的两三本书是什么?
Dan Shipper: 我已经推荐了一本,就是《战争与和平》,一定要读。如果你想先来点托尔斯泰的入门,可以读《伊凡·伊里奇之死》。另一本很好的是《雨中池塘游泳》,George Saunders 写的,那是一部俄罗斯短篇小说集,同时也是关于写作的。我特别喜欢俄罗斯文学,因为很多俄罗斯小说家都在处理技术对传统俄罗斯生活方式的影响,他们处于一种非常有趣的中间地带——一方面是浪漫主义的世界观,另一方面是更理性主义的那种”我们在进步,我们在向前推进”的信念。
在《安娜·卡列尼娜》里你也会发现这一点,对了……天哪,那个人叫什么来着……Levin 在田野里和农民一起,挥着镰刀干活。那就是托尔斯泰在思考:“如果我不是一个试图让农场变得更高效的贵族,而只是拿着镰刀、真正快乐地生活,那会是什么样?“总之,他们在处理的很多问题,我觉得和 AI 是相通的。
《主人与使者》是另一本很好的书,讲的是大脑不同半球如何看待现实。非常非常好,我觉得它也和 AI 的很多东西有关联。差不多就是这三四本吧。
Lenny Rachitsky: 太棒的清单了。我觉得还没有人提到过其中任何一本,这总是一个好兆头。你最近有没有特别喜欢的电影或电视剧?
Dan Shipper: 有。我特别喜欢《Deadwood》。你看过吗?
Lenny Rachitsky: 我非常爱这部剧。我记得当时它不知为什么停播了,好像是主创要去 HBO 做别的什么。太遗憾了。
Dan Shipper: 是啊。
Lenny Rachitsky: 非常精彩。
Dan Shipper: David Milch 了不起,国宝级的编剧,太厉害了。但我真正喜欢这部剧的地方——我也是最近才看的——是他谈到《Deadwood》讲的是秩序如何从混沌中形成。这是一个边疆小镇,人们涌向那里,没有法律,没有规则。到了第三季,有了市长,各种产业都进来了,变成了一个真正像样的城镇,我就喜欢这个。而且我觉得西部边疆和科技前沿之间有很多相似之处,所以我觉得这部剧是对那种动态非常有趣的研究。
Lenny Rachitsky: 我喜欢你怎么什么都能和科技的运作方式、和 AI 的诞生联系起来。太喜欢了。
Dan Shipper: 谢谢。
Lenny Rachitsky: 你最近有没有发现一个特别喜欢的、让你爱不释手的产品?
Dan Shipper: 这个我没有很好的答案,因为我大部分时间都在用我们的内部产品,但我的标准答案是 Granola。我确实很喜欢 Granola。唯一的不满——希望他们会听这期播客——我真的很想导出所有笔记。我想要一个 API,但除此之外,我觉得这是一个非常棒的产品。
Lenny Rachitsky: 这绝对是过去几个月这个环节中被提到最多的产品,干得好,Granola。我忍不住要提一句,如果你成为我通讯的年度订阅者,可以获得一年免费的 Granola。多划算啊。而且不只是你,是你整个公司都能免费使用 Granola 一整年。多划算。
Dan Shipper: 这不是我做的付费推广,这只是我的真实感受。所以我很高兴它是捆绑套餐的一部分。
Lenny Rachitsky: 是啊,太棒了。好了。你有没有一个经常回想起来的、在工作或生活中觉得有用的座右铭?
Dan Shipper: 基本上我一直在用 ChatGPT,它有记忆功能。所以我就问它:“我要上 Lenny 的播客了,我的人生座右铭会是什么?“它说:“你的人生座右铭是:深度见证,勇敢创造。你珍视缓慢而专注的观察,无论是阅读托尔斯泰、追踪冥想主题,还是透视 David Milch 的段落。“它正好命中了我刚才提到的所有东西,真的很搞笑。
然后”勇敢创造”部分,是你把这些洞察转化为具体的东西,比如 Every、Quora,还有长文随笔之类的。所以我觉得这里面有道理。其实这倒让我想起了真正的座右铭……而且这不是我发明的,好像是 Pliny the Younger 说的:“做值得书写的事,写值得读的东西。“看起来是一个很好的总结。
Lenny Rachitsky: 做值得书写的事,读值得读的东西。
Dan Shipper: 写值得读的东西。
Lenny Rachitsky: 写值得读的东西。这应该成为我们两个通讯的共同座右铭。
Dan Shipper: 是啊。
Lenny Rachitsky: 真的很好。而且顺便说一句,我很喜欢你问 ChatGPT”我的人生座右铭是什么”这件事。
Dan Shipper: 等等,这很有意思。它其实没有给我答案,而是启发了我得出答案。
Lenny Rachitsky: 对。
Dan Shipper: 我觉得这恰恰就是我使用它的方式。
Lenny Rachitsky: 哇。它已经是我们的脑力延伸了。
Dan Shipper: 是的。
Lenny Rachitsky: 最后一个问题。我在某个地方读到过,你写道你曾经一度停止了写作。你就是觉得”我需要做其他事情,我需要建设这家公司”,然后你意识到”我需要重新开始写作”,因为事情开始走偏了。我觉得这是你所谈论的很多东西的一个非常有趣的印证——那些让你快乐的事情,要紧贴着去享受。跟我们分享一下当时发生了什么吧,因为我之前不知道这件事。
Dan Shipper: 这肯定不是一个快问快答能回答的,所以我会展开说,但尽量简短。
Lenny Rachitsky: 完美。
Dan Shipper: 我觉得一般来说,当你在建设一家公司的时候,即使你像我这样做——不融很多资,尽量保持控制权——你也会有很大的诱惑去按照你认为自己应该的方式来运营公司。我有一种很奇怪的感觉:“我真的热爱写作,但我也真的热爱商业,“但我身边没有太多既是成功商人又是作家的人可以参照。后来发现其实有,但我之前不知道。所以在 Every 早期,业务增长得很好,因为我在写很多东西,Nathan 也在写很多东西。当我停止写作的时候,业务就不那么顺利了,因为媒体业务和科技创业公司的模式不一样——如果你是媒体业务,你是一个创始人,然后雇人来制作产品,也就是内容,如果你之前有产品市场契合度,你会失去它,也许你能雇到好的写手,但那很难。这和创业公司的模式完全相反。创业公司是你先构建产品的第一个版本,然后雇人来构建剩余的部分。我就是这么做的。我也很挣扎于”这对我的职业生涯意味着什么”,我觉得我很难承认”我实际上想写作”,因为我完全没有见过有人成为我想成为的那种作家。而真正有趣的是,在业务做了三年之后……业务一直比较平淡。
Dan Shipper: 我当时挺痛苦的,因为我没有做我真正想做的事情。我问了 ChatGPT:“有没有哪些作家同时创办了企业的例子?“它说:“有的,比如 Joel Spolsky,他做了 Trello 和 Stack Overflow。还有 Jason Fried,我认识他很久了,一直很敬佩他,但在那个语境下我把他给忘了。还有 Sam Harris,他有一个很棒的播客,还有一个大型冥想应用。还有 Bill Simmons,他是非常厉害的播客主持人,还创办了 The Ringer,以几亿美元卖给了 Spotify。”
这样的人其实不少,而且他们用来创办公司的模式是相当成熟的,只是不是典型的硅谷模式而已。所以我就想:“好,我就想当一个作家,我觉得这会非常有趣。”
所以我算是做了一个翻转。我内心仍然有建设者、创业者、创始人那一面,但我把重心调转了——把写作放在中心,而且我对此不再歉疚。这实际上对业务有好处,对我好,对业务也好。我越是向这个方向倾斜,越是做自己真正想做的事……如果你告诉别人你要创办一家公司,说:“我们要做一个 newsletter,要孵化一堆应用,还要做咨询什么的,“别人会觉得你疯了。
“谁都想那么做。每个创始人当然都想那么做,但你必须聚焦。你不能又写东西什么的。“但每次当我真正顺应内心——去做那种最奢侈的、藏在心底的隐秘渴望——效果反而好得多。我觉得你最终会发现……真正的关键在于,每天做一件你不太喜欢、或者不太适合的事,要付出巨大的代价。而当你某种程度上向那些隐秘的渴望妥协时,你最终会为你的工作和你所建设的事业找到一个适合自己的形态,而这个形态必然和其他公司有所不同。
它总会和其他事物有相似之处,但我觉得找到那个独特的形态,而不是盲目模仿你认为一家公司”应该”长什么样——这才是更好的成功之道,也是一种更好的生活方式。
结语与推荐
Lenny Rachitsky: 我觉得这段话会让很多听众深有共鸣,尤其是那些已经是创始人或想成为创始人的人。上过这个播客的很多嘉宾也分享过类似的感悟。Dan,这次对话太精彩了。最后两个问题:大家可以在哪里找到 Every 和你?听众怎样能帮到你?
Dan Shipper: 可以在 every.to 找到我们。我在 Twitter 上是 @danshipper。你可以去看看我们的产品、我们的 newsletter,如果你想紧跟 AI 动态的话,诸如此类。我还有一个播客,叫 AI and I。
可以在 YouTube 和 Spotify 上找到。至于大家怎么帮到我?说实话,对于像我这样的人,基于我想做的事情,最有用的就是——我希望大家能找到有趣、酷的方式去使用 AI,真正改善自己的生活。所以去做吧,然后告诉我,我觉得那就很棒——
Lenny Rachitsky: 最好的方式是什么?是在你的 YouTube 节目下评论?还是发邮件、私信你?
Dan Shipper: 我觉得可以 tweet 我。
Lenny Rachitsky: 好。
Dan Shipper: 如果你订阅了 Every,也可以直接回复那些邮件,最终都会转到我这里。所以可以 tweet 我,也可以回复 Every 的邮件。如果你想在我的 YouTube 上评论,也行,不过我不太经常看 YouTube 评论。
Lenny Rachitsky: 那就别在那儿评论了,可能别在那儿。
Dan Shipper: 对。
Lenny Rachitsky: 好。Dan,这次真的太棒了。非常感谢你的分享,感谢你来。
Dan Shipper: 谢谢邀请。
Lenny Rachitsky: 大家再见。非常感谢收听。如果你觉得这期有价值,可以在 Apple Podcasts、Spotify 或你喜欢的播客应用上订阅。也请考虑给我们评分或留下评论,这真的能帮助其他听众发现这个播客。你可以在 lennyspodcast.com 找到所有往期节目或了解更多信息。下期再见。
术语表
| 原文 | 中文 |
|---|---|
| A Swim in a Pond in the Rain | 《雨中池塘游泳》 |
| Adam Smith | Adam Smith(人名,保留原文) |
| AI and I | AI and I(播客名称,保留原文) |
| AI first | AI 优先 |
| AI operations | AI 运营 |
| AI-native | AI 原生 |
| Alex Duffy | Alex Duffy(人名,保留原文) |
| allocation economy | 分配经济 |
| Animalz | Animalz(公司名称,保留原文) |
| Anna Karenina | 《安娜·卡列尼娜》 |
| benchmark | 基准测试 |
| Bill Simmons | Bill Simmons(人名,保留原文) |
| cargo culting | 货物崇拜式模仿 |
| chief of staff | 幕僚长 |
| compounding engineering | 复利工程 |
| context engineering | 上下文工程 |
| Context Window | Context Window(栏目名称,保留原文) |
| copy edit | 文案编辑 |
| Cora | Cora(应用名称,保留原文) |
| custom GPT | custom GPT(ChatGPT 的自定义 GPT 功能,保留原文) |
| David Milch | David Milch(人名,保留原文) |
| Deadwood | Deadwood(剧名,保留原文) |
| Deep Research | Deep Research(AI 深度研究功能,保留原文) |
| DIA | DIA(The Browser Company 推出的 AI 浏览器,保留原文) |
| Diplomacy | Diplomacy(外交棋盘游戏,保留原文) |
| Every | Every(公司名称,保留原文) |
| force multiplier / leverage | 杠杆效应 |
| George Saunders | George Saunders(人名,保留原文) |
| ghostwriting | 代笔写作 |
| GPT wrapper | GPT wrapper(基于 GPT API 封装的应用,保留原文) |
| Granola | Granola(会议转录工具,保留原文) |
| head of AI operations | AI 运营负责人 |
| hot take | 犀利观点 |
| in-house counsel | 内部法务 |
| Jason Fried | Jason Fried(人名,保留原文) |
| Joel Spolsky | Joel Spolsky(人名,保留原文) |
| Kate | Kate(人名,保留原文) |
| Katie Parrott | Katie Parrott(人名,保留原文) |
| Kieran | Kieran(人名,保留原文) |
| knowledge orchestration | 知识编排 |
| Lenny Rachitsky | Lenny Rachitsky(人名,保留原文) |
| lennyspodcast.com | lennyspodcast.com(网址,保留原文) |
| Levin | Levin(人名,保留原文) |
| Monologue | Monologue(内部工具名称,保留原文) |
| Nathan | Nathan(人名,保留原文) |
| Nityesh | Nityesh(人名,保留原文) |
| Peter Deng | Peter Deng(人名,保留原文) |
| Playing & Reality | 《游戏与现实》 |
| Pliny the Younger | Pliny the Younger(人名,保留原文) |
| PRD | PRD(产品需求文档,保留原文) |
| product market fit | 产品市场契合度 |
| Rachel Woods | Rachel Woods(人名,保留原文) |
| Rails | Rails(保留原文) |
| reshoring | 就业回流 |
| Sam Harris | Sam Harris(人名,保留原文) |
| slash commands | slash commands(斜杠命令,保留原文) |
| Spotify | Spotify(平台名称,保留原文) |
| Stack Overflow | Stack Overflow(平台名称,保留原文) |
| style guide | 风格指南 |
| Super Whisper | Super Whisper(应用名称,保留原文) |
| The Browser Company | The Browser Company(公司名称,保留原文) |
| The Death of Ivan Ilyich | 《伊凡·伊里奇之死》 |
| The Master and His Emissary | 《主人与使者》 |
| The Ringer | The Ringer(媒体公司名称,保留原文) |
| Trello | Trello(产品名称,保留原文) |
| vibe checks | 体感测评 |
| War and Peace | 《战争与和平》 |
| Whisper Flow | Whisper Flow(应用名称,保留原文) |
| Winnicott | 温尼科特(儿童心理学家,保留原文) |
此文档由 AI 分片翻译(translate_long_document)
The AI-native startup: 5 products, 7-figure revenue, 100% AI-written code. | Dan Shipper (Every)
Sharp Takes on AI
Lenny Rachitsky: The business you’re building, the team you’re building, the way you’re operating is the very bleeding edge of how companies are trying to operate in this AI era.
Dan Shipper: We have a head of AI operations. She’s just constantly building prompts and building workflows that I and everyone else on the team are just automating as much as possible.
About the Guest
Lenny Rachitsky: What are some things that you believe about AI that most people don’t?
AI Driving US Job Reshoring
Dan Shipper: I hate the headlines that are like, “Entry-level jobs are taken away by AI.” Whenever I see a kid with ChatGPT, I’m like, “Holy shit, they’re going to go so much faster than any other person that I’ve worked with.” We have this guy, he made a year’s worth of progress in two months because every time I sat down with him and told him, “Okay, here’s how you tell a story, here’s how you think about a headline,” he recorded all of it, put it into a prompt, and he never made the same mistake twice.
Lenny Rachitsky: There’s this sense we’re getting to a place where you don’t have to write any code, you have a product team not writing code at all.
Claude Code for Non-Engineers
Dan Shipper: No one is manually coding anymore. Organizations like ours, people who are playing at the edge, we’re doing things that, in three years, everybody else is going to be doing.
Lenny Rachitsky: Today, my guest is Dan Shipper. Dan is the co-founder and CEO of Every, which is a company that is at the very bleeding edge of what is possible with AI. Their team of just 15 employees has built and shipped four different products. They publish a daily newsletter, and they have a consulting arm that helps companies adopt the latest AI best practices. On their product team, their engineers don’t handwrite a single line of code and instead use an arsenal of agents who help them craft requirements and build their products.
Their editorial arm uses AI to publish better work faster, and they even have a person whose entire job is to help every employee at the company become more efficient using the latest AI workflows. In our conversation, Dan shares a bunch of tactics that they use internally to increase the leverage of their own employees, his personal AI tool stack, the one predictor that he’s found for whether a company will successfully find huge productivity gains through AI, how he’s building his company in a really unique way, a bunch of predictions for where AI is going, and so much more.
If you enjoy this podcast, don’t forget to subscribe and follow it in your favorite podcasting app or YouTube. And also, if you become an annual subscriber of my newsletter, you get a bunch of amazing products for free for one year, including Superhuman, Linear, Notion, Perplexity, Bolt, Granola and more. Check it out at lennysnewsletter.com and click bundle. With that, I bring you Dan Shipper.
But measuring engineering organizations is hard, and we can all agree that simple metrics like the number of PRs or commits doesn’t tell the full story. That’s where DX comes in. DX is an engineering intelligence solution designed by leading researchers, including those behind the DORA and SPACE frameworks. It combines quantitative data from developer tools with qualitative feedback from developers to give you a complete view of engineering productivity and the factors affecting it.
Learn why some of the world’s most iconic companies like Etsy, Dropbox, Twilio, Vercel, and Webflow rely on DX. Visit DX’s website at getdx.com/lenny. Dan, thank you so much for being here and welcome to the podcast.
Claude Code for Writing and Analysis
Dan Shipper: Thank you for having me. I’ve obviously been a huge fan for a long time and so it’s an honor to be here.
Lenny Rachitsky: It’s my honor, Dan. I feel like this is a podcast that was meant to be. I’m so happy we’re finally doing this. There’s so damn much that I want to talk about; there’s so damn much we can talk about. I thought it’d be fun to start with just some hot takes.
And the reason I want to start here is I feel like you spend more time thinking about AI, building with AI, using AI, evaluating AI than anyone else I know nearly. And so I really respect your insights and your perspectives on where things are going. So let me just ask you this question and see where this goes. What are some things that you believe about AI using AI tools that most people don’t believe?
The Future of AI Interfaces
Dan Shipper: I’m going to go with my hottest take, and this is the take that I have the least evidence for. So let’s just start with that. I have other more well-reasoned takes to give you, but this is my hottest one, which is I think that AI may be one of the biggest force for reshoring American jobs. And so I think everyone is worried about it unemploying people. And for sure, it will change the skills needed to do the jobs that you’re doing, but I think it may actually reshore a lot of jobs, and it’ll do that in two ways.
One is, there are a lot of expensive services that rich people and big companies are paid for right now, so in-house counsel or call center or whatever. And what cheap intelligence does is it makes those kinds of things affordable for small companies and individuals. So it stimulates demand. The other thing that it does is it allows people who are in those jobs to serve more people cheaply. It may not get rid of customer service, for example, but it may allow 10 people in the Midwest, who would normally be working at a call center, to serve hundreds of thousands or millions of people. Maybe that’s too much, but a lot more people than they would ordinarily if they were the ones on the phone all the time.
And so it becomes much more cost-effective for American companies to hire people in the US. And I think the people in the US are going to be better, in a lot of cases, at using these AI tools to do work. So I think it may actually make it more effective to have those jobs in the US run by people sitting in the US who are using it to get work done. And also, the model companies are here too. So there’s a lot of American stuff happening, and you can decide whether or not you think that’s a good thing, but I think it’s quite lost in the conversation over whether AI will get rid of jobs.
Lenny Rachitsky: I like optimistic takes about AI, so this is great. And to your point, TBD if this is good for other countries, but good for the US. What else? What else you got? What other hot takes?
Defining AGI: Always-On Agents
Dan Shipper: Okay. Another big hot take, and this is less contrarian and more just, I think, people are truly sleeping on it. I think people are truly sleeping on how good Claude Code is for non-coders. And I’ll extend this to not just Claude Code, but Google just came out with the Gemini CLI command-line interface. So things like that. And I’ll tell you for people who are listening that don’t know what Claude Code is. Claude Code is just the command-line interface. It’s those black terminals that programmers use. It’s a command-line interface that you can boot up. It has access to your file system, it knows how to use any kind of terminal command and it knows how to browse the web, all that kind of stuff.
You can give it something to do and it will go off and it’ll run for 20 or 30 minutes and complete a task autonomously, agentically. Especially with Claude Opus 4 that just came out, it’s this gigantic leap forward in AI’s ability to work by itself. And Claude Code can even spawn multiple sub-agents that do a bunch of tasks in parallel and it’s incredibly useful for programmers. Everybody inside of Every is using it all day, every day. Everyone’s agent-pilled. They’ve got 15 agents doing all this kind of stuff. It’s crazy.
But non-programmers don’t use it because it’s intimidating to use the terminal. But for example, you can download all your meeting notes and put it in a folder and just be like, “Okay, I want you to read every single one of my meeting notes and tell me…” Something that I do, for example, is, “Tell me all the time that I subtly avoided conflict.”
And it writes a little to-do list for itself. It can have a little notebook, it can go and read each little thing and then write into its notebook, go down its to-do list and give you a summarized answer over multiple turns. So it’s not just stuffing everything into context, which is what you’d be doing with ChatGPT chat or a regular Claude chat. It’s actually processing every single file that you give it. And so I think it’s incredibly powerful for any kind of task that involves processing a lot of text.
Will AI Replace Jobs?
Lenny Rachitsky: So as a simple way to think about this, you basically have an agent on your local computer that can read your local files and do your bidding.
Tech Adoption and Context Engineering
Dan Shipper: Yes, exactly. And it can do that for long amounts of time without going off the rails.
Every: AI Frontiers and Ideals
Lenny Rachitsky: Interesting. And so there’s a small hurdle that non-technical people have to overcome, which is using their terminal and giving commands, but once they get it running, it’s just you talk to it in English and ask it to do stuff.
Dan Shipper: Exactly.
Head of AI Operations
Lenny Rachitsky: So the hot take here is just Claude Code, which most people think is for engineers, is the most underrated tool for non-technical people.
From Style Guides to Automated Copy Editing
Dan Shipper: Yeah, exactly.
Lenny Rachitsky: What are some other ways you imagine people seeing this? This meeting note example is really cool and I could see people using this. What else have you seen or thinking about?
AI Tool Stack and Preferences
Dan Shipper: Something that I’ve done a lot, so I’m a writer for a lot of my job. And I know you’re going to ask me about books I love, so I’m going to give you a sneak peek, which is I love War and Peace. I just read it for the third time.
Team Dynamics and Compounding Engineering
Lenny Rachitsky: Wow, that’s a long book.
Compounding Engineering in Practice
Dan Shipper: It’s so long, but it’s so good. I think Tolstoy is a brilliant writer. And one thing that I wanted to do is I was like, “I want to inflect some of my writing with some of Tolstoy’s style.” And the way I did that is I think he’s incredible at these little subtle sentences where he shows you what a character is thinking and feeling just by how they behave, how they move their face or the mismatch between the intonation in their voice and the expression in their eyes, all that kind of stuff. He’s just an incredible student of human behavior and psychology.
And so I just downloaded War and Peace to my computer, which you can do because it’s public domain. And then I had Claude read the first three chapters of War and Peace and pull out all of those descriptions, and then make a guide for itself for how to do character descriptions like Tolstoy. And you could totally do this with a regular Opus command, but you couldn’t put all of War and Peace into it. It would take a lot more hand holding to get it to do this. And it just did this by itself without my really intervening.
I had it download a Russian version of War and Peace and the English version, and then start comparing different scenes that I love to tell me about things that I might’ve missed in the translations, so that you can get as deep and weird and nerdy for whatever subfield you care about as you want to. Same thing for if you’ve got tons of customer interviews or tons of customer data you want to go through, it’s incredibly powerful for going and figuring stuff out from big data sets like that.
Multi-Agent AI Collaboration
Lenny Rachitsky: You actually inspired me to use… This is not what you’re describing, but it’s also something that’s very cool. This is going to sound so nerdy. I’m reading Anna Karenina right now.
Dan Shipper: Yes.
The Avengers of AI Agents
Lenny Rachitsky: Also Tolstoy. And this is recommended by a previous podcast guest. And so I was like, “All right, I got to read this.” Also very long. I’m on my Kindle, I’m just like, “All right, 13% in, I’ve been reading for months.”
Dan Shipper: Hot take, I think War and Peace is better than Anna Karenina, especially for a tech person. But they’re both good.
Background of Team Cora
Lenny Rachitsky: Okay, there we go. There’s my year. I saw you tweet this use case that I love that I’ve been using, which is just while I’m reading, having ChatGPT voice sitting around and then just asking it questions. Because you don’t actually have to feed it the book, it knows the whole book. And Anthropic just shared this. I don’t know if they shared or someone found this in their legal briefings that they actually bought tons of books and scanned them themselves, is how they did fair use.
And so it has all this context. So just sitting there and asking it, “What the heck is this thing in Russian society?” is super fun. Okay, so this is awesome. So the tip here is just coming back to your hot take. The tip is you basically can have an agent using local files and doing all kinds of cool stuff on your computer versus having to upload it into projects or into your prompts and things like that. Super cool. So the bet here is that people are going to discover this and start using this just day to day.
Dan Shipper: I think they absolutely will. And I also think probably the model companies are going to start making this more accessible. I think one of the things that will just come from Claude Code and other things like it into everything else you use, whether it’s on the web or wherever, is all of the original AI apps were pasting a chat box into an existing UI. So you’ve got Copilot, it’s got the auto-complete in the IDE. You’ve got Cursor, it’s got a little sidebar with a little chat. And the difference with Claude Code is you never look at the code. It’s not meant for coding, it’s not meant for coding by hand.
It’s meant for you to say, “I want you to get something done,” and it goes and does it. And I think we’re just getting to a point where for pretty much all the usual applications, AI is going to be good enough that we can get rid of the interfaces more or less where you’re digging into all the things that it’s actually doing and you’re interleaved with its execution and you’re more just like, “I’m delegating, it’s going to go do it.”
Accelerated Learning in the AI Era
Lenny Rachitsky: Yeah. I had Cursor’s CEO, Michael Truell, on the podcast, and this is his big vision is, “What comes after code?”
Dan Shipper: English.
AI Amplifies Skilled Workers
Lenny Rachitsky: Exactly. Exactly. I also just had the founder of Base44 on the podcast who built this company, sold for 80 million bucks to Wix. And he shared that he’s been around for six months, the company. For the last three months, he hasn’t touched a single line of front-end code, all Cursor and other tools he’s using. So this is happening.
Product Building Methodology
Dan Shipper: Same thing for people inside of Every, no one is manually coding anymore.
The Value of GPT Wrappers
Lenny Rachitsky: Okay. Definitely need to talk about that. Before we do, any other hot takes that you want to throw out there?
Dan Shipper: I have one other hot take, which is I have a definition for AGI. And so AGI is famously hard to define. What does it mean for it to be artificial general intelligence? The Turing test was one, but we’d pretty much blown past the Turing test in a lot of ways. So we have no good one. And so what I have noticed is that you can tell how much better AI is getting by how long a leash you can give it to do work.
So with Copilot, you can tab complete and that was the beginning. With ChatGPT, you ask it a question and it returns a response and that’s maybe slightly better than a tab complete. And then now with Claude Opus 4 and Gemini and all that kind of stuff, also with deep research, it can go off and work for 20 or 30 minutes. So that leash is getting longer where you have to intervene.
And I was thinking about this and it reminded me of Winnicott, who was a child psychologist. He wrote this book called Playing & Reality. And his conceptualization for what it means to become an adult, what it means to go from being an infant to a child to an adult is when you’re first born, you’re effectively fused with usually your mother, your caregiver. There’s no difference between you and her or you and whoever your caregiver is.
And growing up is this process of being gradually let down in certain moments where you can handle being let down. So you learn that there’s a separation between you and your caregiver. So for infants, it’s instead of being fused at the hip for every hour of every day, you get left alone. Maybe you get left alone to cry it out. Who knows if that’s the right thing to do with infants? A lot of consternation there. But that’s teaching you that there’s a separation between you and your mom or you and your dad. There’s not going to always be someone to pick you up.
And raising a child is about knowing when they’re ready to be let down a little bit and have to stand up on their own. So I think there’s that same leash with human development. You get longer and longer periods of time where you can be on your own. So we’re still in the 20 to 30 minutes is maybe… I don’t know, you probably can’t leave a toddler alone for 20 or 30 minutes, but it’s a little bit older than a toddler.
Every’s Vision and Business Model
Lenny Rachitsky: Maybe 20, 30 seconds.
Key Factors in AI Implementation
Dan Shipper: With a toddler, you can be in the same room but not interacting with them every single second for 20 minutes sometimes. So it’s around there. I think we have that similar leash with AGI. And so I think a good definition of AGI is when does it become economically profitable for people to run agents indefinitely? So it just never turns off. It’s a Claude Code that’s always running, it’s always doing something, you just never turn it off, and you don’t need to because you know that it’s worthwhile to keep it on.
It’s never waiting for you to be like, “Okay, next thing.” It’ll always respond to you when you’re like, “Okay, next thing.” But it’s off just essentially living its life like a teenager and that is profitable for you. You’d rather have it do that than just wait for you to tell it what to do next.
Lenny Rachitsky: Interesting.
Real Impact of AI Implementation
Dan Shipper: I think that’s a good definition of AGI.
The Allocation Economy
Lenny Rachitsky: The profitable piece is also just the cost of running that thing and having it.
Dan Shipper: It’s partly the cost and partly the value. And obviously, you can game this a little bit and be like, “Cool, I’m just going to tell Claude to run in a loop forever.” But I’m talking about more than that, more widespread adoption of agents that work all the time. And I like the profitable thing, because if it costs a little bit of money and the bar is profitability, it has to actually be doing something useful for you to keep it on.
Final Thoughts and Recommendations
Lenny Rachitsky: It’s interesting how the metaphor of a senior employee and autonomy and essentially the more autonomous they are, the less instruction you have to give, the less reviews you have to do, is also just directly correlated with how senior they are.
Dan Shipper: Totally.
Lenny Rachitsky: Okay, great. Anything else along these lines?
Dan Shipper: I have plenty of them. I hate the headlines that are like, “It’s going to replace jobs,” or “It’s going to unemploy two thirds of the workforce.” I don’t think that’s true. I hate headlines that are like, “You don’t use your brain when you use ChatGPT,” or another good headline is, “Doctors alone, doctors plus AI, or just AI, which one is better? AI is better, therefore, doctors are going to be outmoded.”
All that stuff is, I think, pretty dumb. So for the doctors plus AI example, I think it’s important to recognize that using AI is a skill. And so if you study doctors in a vacuum that don’t really have a lot of experience with AI, you could probably create a situation such that it’s better to just use an AI. And sometimes it is going to be better. But there’s so many contexts that doctors need to make decisions and do things that it’s really hard to take one study and make any conclusion about that.
And it’s especially hard when you’re dealing with a technology that’s developing so rapidly that doctors can’t really be expected to be experts at it yet. But I would guess in five or 10 years, that will be totally and completely different. For the student example or the “AI turns your brain off” example, I think it’s really important to understand that in the history of technology, it has always been the case that you give up certain skills in order to get other ones. For example, Plato is famously very skeptical of writing because he thought it would harm your memory. And it did. We don’t remember things quite as well as they did back in the day because they had to remember long epic poems to entertain each other.
But I think writing is a worthwhile trade for having a slightly worse memory. And I think something similar is going on with AI where you may be slightly less engaged in certain tasks, but if you use it right, you’re going to be way more engaged in other tasks where you have much more power. And so you can construct a study that says brain connectivity goes down when you use AI in the same way that you could construct a study that says people’s memory are worse when they have writing skills. But I don’t think anyone would want to go back to a world where no one was literate.
Lenny Rachitsky: That is super interesting. There’s all these studies that are showing the benefits of AI to students with these studies in Nigeria and just how fast people progress. So I think it’s really important, this context you’re sharing that you will lose some things, but the hope is the gain is much higher, and so far it seems like it will be.
Dan Shipper: Yeah. I think people always, especially at the beginning of a tech hype cycle or a revolution paradigm shift, it’s always easy to underestimate how quickly things are going to change. And the example I always use is, I live in Brooklyn and the tailor down the street from me doesn’t accept credit cards. Credit cards have been around for a long time, so it takes a long time for technology like this to be adopted even in the best case.
And I think it’s really easy to underestimate how complex specific contexts are that humans know how to deal with. And just because you can get a really good score on a test… It’s incredible. I love AI, it’s so incredible, but it doesn’t actually give you an intuition for how difficult it is to actually be replacing specific parts of work or activities that you would do. I think a really good thing to give you maybe a little bit of an intuition for it is I built this thing over a weekend a month ago that was, “0.3, can it predict what I’m going to say in a meeting?”
That’s a benchmark. It’s the CEO benchmark. And the reason I did that is because the gold standard for OpenAI for testing how powerful a model is, is they test it on their internal code base. So they say, “How good is the new model at predicting what comes next in our internal code base?” Because that’s not anywhere out on the internet. So it’s a really good benchmark for that. And so I was like, “Well, my meeting transcripts aren’t anywhere on the internet. A lot of what I say is on the internet and there’s some overlap, but it’d be interesting.”
And so I ran a bunch of the frontier models on this, on just my Granola transcripts, and they’re pretty bad. They are pretty bad, and it’s not because they’re not smart. There’s this real push now. Tobi from Spotify coined this term called “context engineering,” which is getting the context to the model, the right context at the right time, is at least half the performance.
And I think that’s 100% true. It’s something that I’ve been writing about for three years. At the time, I called it knowledge orchestration. I think context engineering is probably a better term. But it’s totally true, and that’s a very, very hard problem to solve. It’s not just a one- shot problem where it’s gigantic context window and we’re done. It’s going…
… that problem, where it’s like gigantic context window and we’re done. I think it’s going to get better over time, but the minute it gets good at predicting what I’m going to say next in a meeting, I’m just going to use it as a tool, and that’s going to change the entire dynamic of what I say next in a meeting. So it’s not as easy as it seems.
Lenny Rachitsky: Interesting. I imagine you can build a GPT from that. And then, instead of having a meeting with Dan now, just talk to this thing, and he’ll make decisions.
Dan Shipper: Yes, definitely. And I mean we do this a little bit. It’s not the same as being able to predict exactly what I’m going to say in a meeting. But I think if you’re a CEO, or founder, or manager, it’s really stunning how much of your job is just repeating yourself. And that is one of the best things about this AI, particularly AI revolution, is that you don’t have to repeat yourself.
And so we had it last quarter. I tend to set one or two quarterly goals. And one of my big goals for us last quarter was don’t repeat yourself. So I don’t want ever say the same thing in a meeting twice, if I can help it. So for us, at Every, one of the big parts of Every is we have a daily newsletter. And I’m spending a lot of time giving feedback on headlines, or giving feedback on, “How do you write an intro,” or “Is this idea any good,” that kind of stuff.
And we’ve started to codify all of that into prompts that basically… It’s not the same as mimicking me. It can’t exactly say exactly what I’m going to say in a meeting, but it pushes my taste out to the edge so that writers who are not able to talk to me, by the time I see it, they’ve already talked to some simulation of a simulation of me. And that’s incredibly powerful.
Lenny Rachitsky: Let’s follow this thread. This is exactly where I want it to go. I feel like the business you’re building, the team you’re building, the way you’re operating is the very bleeding edge of how companies will operate and are trying to operate in this AI era. You guys are trying to be super AI-first. And it’s super aligned with just so much of your writing. There’s just so much reason to study what you guys are doing. So-
Dan Shipper: Well, thank you.
Lenny Rachitsky: Yes. And this is benefiting all of us, so thank you. So first of all, just tell people what the heck Every is, and then share a few insights into just how you operate. It’s funny that you laugh at [inaudible 00:26:20] whatever you say.
Dan Shipper: Everyone asks that because it’s a very weird shape of a company. You can actually see other companies that have this shape from earlier eras, but it’s less common. It doesn’t make as much sense.
And I think it’s newly enabled by AI, and we can talk about why. But the way that I typically talk about Every is we do ideas and apps at the edge of AI. So the core of the business is we have a daily newsletter. We’ve been doing it for about five years. We have about 100,000 subscribers. All of the people from the top AI labs read us. Anyone who’s basically interested in or working in AI at the frontier and wants to know what’s on reads us.
We do a lot of… For example, whenever OpenAI or Anthropic drop a new model, we get our hands on it early, and then we get to play with it and write about it, which it’s my ideal job. I love it. It’s the best.
Lenny Rachitsky: It sounds like it.
Dan Shipper: I don’t if I can curse on this podcast, but-
Lenny Rachitsky: You can.
Dan Shipper: … it’s the fucking best.
Lenny Rachitsky: Perfect. Excellent use. And you call those “vibe checks”, is that the-
Dan Shipper: Yeah, we call them vibe checks-
Lenny Rachitsky: Vibe checks, love those.
Dan Shipper: … which I think is really important because… And this gets to the next part, the apps part of what we do. I think it’s really important to do vibe checks and to call them vibe checks because they’re about how does it feel to use this thing and how does it feel to use it for work for things that you would normally use it for in your job or in your life. Because I think that captures something that standard benchmarks just don’t capture and really can’t. And the best people to tell… to write a vibe check are people that are actually at the edge using it for stuff.
And so what we’ve found over time is we have… We love, we think the best writing and content about technology is from people that are actually using it and building with it. And so we’ve always had this sort of function, where we’re always building little experiments in addition to our writing, and that helps us write great stuff. And that has turned into a suite of apps that we run internally. And the people who are building those apps are also writers, and they’re contributing to things like vibe checks.
So you get a really inside look into how is this stuff being built from people who are actually using it every day. And the suite of apps that we have, one’s called Cora. We just launched Cora publicly on the day that we’re recording this, which is really awesome.
Lenny Rachitsky: Congratulations.
Dan Shipper: Thank you. You can think of it like a chief of staff, an AI chief of staff for your email. It helps you manage your email with AI. It’s very cool. We can go into more of it later. We have another one called Sparkle, which is an AI file cleaner. We have another one called Spiral that does content automation with AI. We originally incubated Lex, which is an AI document writer, which we spun out into its own company, and my Every co-founder runs that.
And basically we bundle everything together. So you pay one price, and you get access to all of the software that we make, and we’re constantly putting new stuff in the bundle. And I can tell you more about what kinds of things do we like to incubate and how do we like to incubate it because I think there’s some really interesting, special things in there.
But I’ve been blabbering for a while, so I’ll stop there.
Lenny Rachitsky: There’s also a consulting firm, which I want to talk about, but let’s hold off on that.
Dan Shipper: Yeah, we have consulting.
Lenny Rachitsky: Yeah.
Dan Shipper: We also do that, and that’s the third leg of the stool in the business. It doesn’t fit quite as nicely into my ideas in app streaming, but we spend a lot of time with big companies, where we teach them basically how to be AI-first. We train all the people on how to use AI. And it’s very cool, it’s really fun, and a very important part of what we do.
Lenny Rachitsky: That feels like a billion-dollar business right there. I want to come back to it.
Dan Shipper: [inaudible 00:29:50].
Lenny Rachitsky: Because everybody wants to learn this.
Okay, so share a few ways that you guys operate. You mentioned that your team doesn’t write any code. What are just some ways that allow you to operate this efficiently? I know your team’s really small. You have a daily newsletter, you have three, four products, you have a consulting arm. How big is the team at Every?
Dan Shipper: We have 15 people.
Lenny Rachitsky: 15 people? Okay.
Dan Shipper: Yeah.
Lenny Rachitsky: So just give us insight into some of the ways you operate that are at the bleeding edge.
Dan Shipper: Okay, so a couple of things. One, and I think everyone should do this, is we have a head of AI operations. I sit with her once a week. And every time I’m doing something repetitively, we put it in a to-do list. And she’s just constantly building prompts, and building workflows, and stuff like that so that I and everyone else on the team are just automating as much as possible. And I think that has been a big unlock because it’s really hard to…
If you’re working in a job all day, you’re fighting fires, and you’re like, “Okay, am I going to do this in the way that I know how or am I going to do it in the new way that might not work?” I don’t want to spend a bunch of time [inaudible 00:30:54] you’re building some no-code automation. I don’t want to do that. And having an AI operations lead lets you basically identify those things and have them solved without people who are doing the work actually having to take time to do it, which I think makes it much more likely it happens.
There’s always a trick with that, where it’s like you have to make sure it gets used. So it’s basically you’re developing little applications internally, but if you’re good at making applications people use, it’s great. Highly recommend having an AI operations lead.
Lenny Rachitsky: I imagine you saw the [inaudible 00:31:25] Quora tweeted about this, wanting to hire exactly this sort of person.
Dan Shipper: Yeah.
Lenny Rachitsky: So clearly this is a trend.
Dan Shipper: Yeah.
Lenny Rachitsky: So the idea is your point that this needs to be somebody who’s outside of the day-to-day work of the company, and is specifically focused on helping the team be more efficient with AI?
Dan Shipper: Yeah. Yeah.
Lenny Rachitsky: And then is this person mostly just you automating you, or can they help other people? Are they helpful-
Dan Shipper: No, she helps everyone, basically.
Lenny Rachitsky: Everyone? Okay.
Dan Shipper: Where we’re starting right now is with the editorial operation. So there’s so much stuff in the editorial operation, where I or our editor in chief, Kate… Kate, is constantly doing little, small copy edits to make sure everything is in Every style, and it takes hours a day. And so now Opus is at a point where you can give it a style guide and a prompt, and it will go through anything you’re writing, and copy edit it, which is amazing.
The trick is it’s not just building that. You also have to get Kate to be like, “Did you put this through the prompt yet,” anytime someone gives her something. So there’s a little bit of behavioral update too that has to happen, which I think is a really interesting organizational challenge.
And I think for us it’s a little easier because everybody inside the org is very AI-first and just wants to go do it. We don’t have anyone really who’s like, “I don’t know. I don’t really want to do this.” And that’s a whole different challenge, which I think a lot of organizations face, but there’s always a problem of getting people to use it.
Lenny Rachitsky: That is super cool. What is her background, this AI operations person?
Dan Shipper: Her name is Katie Parrott. She actually does a lot of ghostwriting for us. So she also, when people inside of Every who are builders… Often they just write themselves, but sometimes they want help, and she’ll help them write about whatever they’re working on. So that’s how she started with us. She still does that, but she also spends a lot of time doing the AI operation stuff.
And then before that, she worked at Animalz, which is a content marketing agency, one of the top content marketing agencies. And they’re very process oriented. And I think the reason Katie is so good is because she’s incredibly good at that kind of process stuff or thinking about that, but she’s also a great writer and she’s also just incredibly excited about AI. She just wants to tinker and wants to use it. And that was the thing that got me to be like, “Okay, you should just come and do that. Instead of just ghostwriting, we should add this to your plate.” And it’s been really fantastic.
At minimum, you really just want someone who’s just like, “I want to tinker. I want to build stuff.” There’s also people who have a little bit more of that process orientation. I think that is important. And to the extent they understand the craft of the thing that they’re trying to build for, that also helps a lot.
Lenny Rachitsky: This is an amazing tip. I feel like everyone’s going to start hiring these people.
Dan Shipper: I think so. There’s a couple other people who talk about this. I heard Rachel Woods, who’s another… She thinks a lot of AI stuff. She’s talking about it. I think it’s becoming a thing, and I think it’s really important, and it just bleeds out into every other part of the org.
So we’re doing this inside of the editorial org, but there’s a lot of copy that goes out on Cora. And by the way, Cora is spelled C-O-R-A, so it’s different from Q-U-O-R-A, slightly confusing. There’s a lot of copy that goes out on Cora, or Spiral, or Sparkle that we want to have that same Every quality bar for. And so we have engineers sending Kate, like, “Here’s the Figma file. Can you go and do copy edits?” And that sucks for everybody. And Kate is one person, and it’s just really hard to do that.
So one thing that we did, Nityesh, who’s one of the engineers on Cora, built a Claude Code command that just uses that prompt, and checks through the entire code base for all the copy edits, and then creates a pull request on GitHub, and then sends the pull request to Kate. So she’s just looking at the pull request, and being like, “Does this make sense?”
And so you can translate that prompt into, for example, a format that engineers can use. And suddenly your engineering team is writing marketing copy in the style you want. I think that’s so cool.
Lenny Rachitsky: That is extremely cool. I’m going to take us on a little tangent. You keep mentioning-
Dan Shipper: [inaudible 00:35:42].
Lenny Rachitsky: … Claude, and I’m curious just what is in the stack of tools that you find yourself using, your team ends up using. It seems like Claude is a core part of it.
Dan Shipper: I do love Claude. I would say I’m generally… My first thing that I open is o3. I’m a ChatGPT boy. And I think o3 is super high quality. I think it’s great for writing, it’s great for coding, it’s great for all that stuff. And what it has that really makes a difference still from Claude is it has memory. And I just love that. I’ve spent so much time yelling at ChatGPT about, “I need my writing to be punchy and concise.” And it just knows that now.
So I think when I ask it to write something for me, it’s actually better than yours. Or maybe not yours, but your average ChatGPT user. And I also find I use it a lot for self-reflection and personal growth type stuff. So it knows me. So when I send it a meeting transcript, and I’m like, “How did I do?” It’s like, “Well, you did that thing that you normally do, but you’re way better on this other thing.” And I like that. I think that’s really great. So day-to-day, o3, that’s my go-to.
I think Claude Opus is… First of all, Claude Code, everyone inside Every, that’s basically what we use. If you’re building something, you’re using Claude Code. It’s crazy. It’s so good.
Gemini just came out with something, so I’m very excited to try that because I think that’s the model that we use most for the apps that we build, inside the apps. It’s incredibly powerful and it’s incredibly cheap, which is great. So I want to try the CLI tool that they came out with.
We also use Codex a bit, which is OpenAI’s coding tool. And that’s for, like, “I want a one-off, self-contained… I want to pick off this little feature.”
What else do I use? Going back to Claude, Claude Opus 4 can do something that no other model, except one other model that I can’t talk about… can do something that no-
Lenny Rachitsky: [inaudible 00:37:39].
Dan Shipper: … other model can do.
Lenny Rachitsky: Okay, we won’t go there. We don’t want to get you in trouble. Okay, go on.
Dan Shipper: But yeah, no other model can do this. Which is earlier versions of Claude, and I think generally versions of other models, when you ask them, “Is this piece of writing any good,” Claude, for example, would always give it a B+. And then if you did another turn of the same conversation, you’re like, “I updated this,” it would always go to A-. And then if you give it another turn, it would go to A.
So it doesn’t have the same kind of gut. It’s thinking about what you probably want hear too much. And there’s various methods that you can use to prompt engineer around this, like give it a template or whatever. And they sort of worked, but it just still doesn’t have that thing where it’s like, “Can it tell if writing is interesting or any good? Does it have that gut sense?” And Opus 4 has it. It’s really wild. And I think that’s super important because it opens up all these use cases where you might want to use a language model as a judge. So for us, for example, we’re working on a new version of our product Spiral, which does content automation. You’ve used that in the past. And we’re doing essentially Claude Code, but for content style product, where you say, “I want it to write a tweet,” you give it all the documents, it has a bunch of memories, it creates a to-do list for itself, and then it goes and writes.
And one of the things that is so interesting is now, because it can judge things, part of its to-do list is, “Okay, I wrote three tweets. I’m going to judge whether I think these are any good,” and then it can improve before it comes back to you.
And that’s just a huge, huge unlock, that we were struggling for three months to build this crazy system to try to get it to judge writing. And then Opus 4, just one-shotted it, and we’re like, “Great, this product works. Let’s start chipping it.” So yeah, I love it for that.
Lenny Rachitsky: Are there any other AI tools that you just use regularly? You mentioned Granola, even outside of the bottles. So what are some that you think maybe people are sleeping on?
Dan Shipper: I use Granola. So I used to use Super Whisper and Whisper flow, which I think are fantastic. We have an internal version of that called Monologue that will be shipping in a month or so that I use now, but you can think of them as roughly equivalent. And I think generally speech to text interfaces are the future, and more people should be using them, and more people should be building them as affordances. We use Notion all the time, and I specifically use their meeting recording. I think that’s mostly the stack.
Lenny Rachitsky: Okay. That was really helpful and super interesting.
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Let’s go back to ways that your team operates. You mentioned having Kate. Was that her name?
Dan Shipper: Yeah.
Lenny Rachitsky: Okay. What else? What else do you do that you think other companies should be doing or will eventually start doing?
Dan Shipper: So the Cora team, which is Kieran and Nityesh, basically-
Lenny Rachitsky: [inaudible 00:41:43] that’s the team, two people?
Dan Shipper: That’s the team, yeah. Well, with Cora, it’s Kieran, Nityesh, and 15 Claude Code instances, so it’s more powerful than you think.
Lenny Rachitsky: I love that. This is just, again, a glimpse into the future.
Dan Shipper: One of the things that we do that I think is really cool, and they basically invented this, I had nothing to do with this, is they invented the idea of compounding engineering. So basically, for every unit of work, you should make the next unit of work easier to do.
So an example is, in a Claude Code world, where you’re not coding a lot, you end up spending a lot of time essentially typing PRDs. Like, “Here’s a document with exactly the stuff that I need to do,” right? And so you could just be like, “Okay, cool. That’s my job now. I’m going to just write PRDs.” And so each successive PRD, it’s the same amount of work.
Or you could spend a little bit of time being like… There’s a sort of platonic ideal of a PRD. And what I’m going to do is write a prompt that can take my rambling thoughts and then turn that into a PRD. And so you spend a little bit of work to make all of the next PRDs that you’re doing easier to write because you’re writing less of them.
And so finding those little speed-ups, where every time you’re building something, you’re making it easier to do that same thing next time, I think gets you a lot more leverage in your engineering team.
And so, yeah, we have Kieran and Nityesh. And Cora, it just became public. It was in private beta. It had 2,500 active users. And there’s millions of emails going through it. And that’s one of the products that we do as a 15-person company. It’s kind of crazy.
Lenny Rachitsky: It is crazy. How do you do the speed-up thing? Is it prompts that they continue to refine [inaudible 00:43:44]?
Dan Shipper: A lot of it is prompts, and automations, and stuff like that. Yeah.
Lenny Rachitsky: Got it. For automations, what’s the tool? What’s the tool you use for automating automations?
Dan Shipper: What they’re using a lot of is Claude Code. So you can do slash commands in Claude Code, which are repeated prompts that you’re doing.
Lenny Rachitsky: Got it. Okay. So basically they’re building a library of prompts that make the process, of, “Here’s what I want to build,” to a good solid PRD that you can feed into Claude Code more correct and more efficient?
Dan Shipper: Exactly.
Lenny Rachitsky: Super interesting. And they just keep a file or they put this into a project? Is that how they store this stuff?
Dan Shipper: It’s a GitHub. It’s a GitHub GitHub-
Lenny Rachitsky: [inaudible 00:44:22].
Dan Shipper: … where they can share it with each other.
Another thing that they do, which I think is very cool, is they use a bunch of Claudes at once, but then they’re also using three other agents. There’s an agent called Friday that they love.
Lenny Rachitsky: That’s an AI Asian product called Friday?
Dan Shipper: Yeah, yeah.
Lenny Rachitsky: Hadn’t heard of that. Okay, interesting.
Dan Shipper: There’s another one called Charlie that they really love. And in particular, I think the thing they like about Charlie… We have a whole video about this, which I can send to you.
Lenny Rachitsky: Yeah, I’ll point to it.
Dan Shipper: They did an S-tier through F-tier of AI agents, which I think is so funny. And one of the things I really like about Charlie is that it lives in GitHub, so when you get a pull request, you can just be like, at Charlie, “Can you check this out?” And that seems to work really well to have different agents that have maybe slightly different perspectives. It’s like different people that have different perspectives and have different taste.
Kieran, he’s one of those serious Rails-files, who they just love Rails, and they love the way that Rails feels, and so I think he has a real sensitivity to… Okay, this agent, ChatGPT for example, it feels very terse, and minimal, and professional, and it has a particular kind of style that maybe he likes. Versus, I don’t know, Claude is a slightly different style. And I think all of that is so interesting that these things have personalities, and that that changes what you might want to use it for or why you might want to use three of them at once.
Lenny Rachitsky: That is so fascinating. It makes me think about Peter Deng’s conversation again, where he talks about his hiring strategy and one of his key lessons. And he ended up hiring the current head of product for ChatGPT, the current head of marketing at ChatGPT, the current head of engineering because he hires these incredible people.
And his philosophy is to hire a team of Avengers, where everyone is strong at certain things, and together they’re the perfect team, versus everyone… versus the best at everything. And it’s interesting that you can almost do that with different product, different agents from different companies.
Dan Shipper: You definitely can.
Lenny Rachitsky: And it makes me feel like there’s a bigger market than people think potentially, where people will want different companies, agents, not just all Devins or not all Codexes.
Dan Shipper: I think there really is. It’s definitely not one agent to rule them all at all.
Lenny Rachitsky: So interesting.
Dan Shipper: Yeah.
Lenny Rachitsky: Oh, my God. The two people on the Cora team, what’s their background? Are they both engineers or what are they?
Dan Shipper: They’re both engineers.
Lenny Rachitsky: Okay.
Dan Shipper: Kieran’s got this crazy background, where… They both have really interesting backgrounds. Kieran’s got this crazy background, where he was previously VP Eng at a startup, so was effectively the CTO of a startup, or maybe two startups, and was one of the founders. But before that, he was a composer, a professional composer. And before that, he was a baker. So we did a team retreat in France last year, and he taught us all how to make croissants. My croissant was horrible. His was beautiful.
Lenny Rachitsky: Seems [inaudible 00:47:16].
Dan Shipper: And generally, I think that kind of multidimensional type of talent is the kind of person that I love having at Every. Because we’re all generalists. We all want to use AI for all these weird, awesome, creative things. And someone who has that background is going to have a good taste for not only agents, but, “What should the landing page look like,” or whatever. Which I think is increasingly important, where you’re trying to scale a team of generalists of 15 people to five products. So that’s Kieran’s background.
Natasha’s background is… I’m jealous because he only started learning to code when ChatGPT came out. He had wanted to learn to code forever, and he’s only known how to code in an AI era. And I keep telling him, “Dude, I learned to program in middle school from books.” I had to go to Barnes & Noble and buy a book. And there was nothing… I couldn’t Google any-
I had to go to Barnes and Noble and buy a book and there was nothing… I couldn’t Google anything about why this function wasn’t working.
Lenny Rachitsky: No Stack Overflow even back then.
Dan Shipper: Yeah, yeah. There wasn’t that overflow. There was weird BB net forums and stuff that I was like 12 and I probably shouldn’t have been on there or whatever. So he has gone so much faster than any other engineer, I think in a pre AI era. And I see the same thing in the rest of the company. I think there’s this huge question about what happens when kids… Entry level jobs are taken away by AI. And my take is like that’s worth thinking about and it’s possible that that might be a problem at some point. But my take is whenever I see a kid with ChatGPT, I’m like, holy shit, they’re going to grow so much faster than any other person that I’ve worked with. We have this guy Alex Duffy who works with us, he writes for Context Window and he just launched, we taught AIs how to play diplomacy with each other, which is really cool.
And he did that whole thing and I think he’s really, really, really talented. And when he came to us, I guess almost a year ago now, it was one of those classic cases which I’ve seen over and over at every… Which is, you have great ideas, but you’re not a good writer yet and it’s really hard for me to do anything with you until you’re good enough at it. So I have to give you small little things until you get better and blah, blah, blah, whatever. And what I noticed with him is he was just making a year. He made a year’s worth of progress in two months because every time I sat down with him and told him, okay, here’s how you tell a story. Here’s how you think about a headline. He recorded all of it, put it into a prompt, and he never made the same mistake twice.
And I think he’s so much accelerated from where he would have been because of this stuff, and I see that in lots of other parts of the work. So Natasha is another good example. And so I think generally people are going to figure out that some 20-year-old with ChatGPT subscription is super powerful if you just mentor them. And I think that’s great.
Lenny Rachitsky: Man, there’s so many threads I could follow here. There’s all this fear of entry level people will never… The roles are disappearing for entry level people and so how will we ever have senior people if these people can’t learn to do things as an entry level person? And what you’re saying is ChatGPT and these tools help you accelerate really quickly so you don’t really need to be at the bottom rung for a long time.
Dan Shipper: Yeah. You’re effectively learning how to be one level above the entry level from the beginning and this is sort of my whole allocation economy thesis where when you look at skills are going to be valuable in the AI era, one big group of skills are the skills of managers. Today, they’re human managers, tomorrow everyone’s a model manager. Right now, AI is not… Right now, management skills are not broadly distributed, because it’s very expensive, another expensive thing that… So 8% of the workforce is managers. It’s now going to be much cheaper to manage, so more people are going to have to do it. And so that’s the thing that kids, 20-year-olds, whatever, I see is now are going to start to have to learn in addition to, it’s not like you can just say, okay, go do it and then come back. You have to be able to go into the work that’s being done and help make it better. But they’re learning both at the same time. They’re learning how to manage and how to do the actual work so that they’re good at it.
Lenny Rachitsky: And the managing here is managing agents. Right?
Dan Shipper: Yeah. You’re managing AI.
Lenny Rachitsky: And so coming back to your point about how this core team, and I guess you said everyone doesn’t write code, zero code written, now it’s just managing agents that are writing code for you.
Dan Shipper: Yeah.
Lenny Rachitsky: Okay. I’ve never heard of a company at this stage, so this is extremely cool. So the workflow is they give it, here’s what I want. I refine it using this cool prompts library that they build on and agents build code, write the code. Then basically the time is spent reviewing code and then reviewing the output. What does it look like? What does it feel like? And then continuing to refine, wow. So you guys are at where Michael from Cursor said we will be. So I chatted with him a few months ago. He said in a year, this is where he thinks the thing will be. We’re not looking at code anymore. You guys are already there. Although you were looking at code. Okay, you’re still looking at code.
Dan Shipper: They definitely are looking at code. So you’re doing a code review before you do anything. And I do think Danny, who runs Spiral, which is the cloud code for content tool I was talking about that we’re building, he spent a couple of days digging into the internals of some third party library that we were interested in just because it’s helpful to know, it’s helpful to understand those things, but then he’s not actually writing any code. Once he understands it, he’s just off telling cloud code what to do. And I think that’s really important.
Lenny Rachitsky: This is an insane milestone we’re hitting here. There’s this sense we’re getting to a place where you don’t need to really understand code, you don’t have to write any code. We’ll get there and you guys are there. I think this is so easy to overlook how wild this is. You have a product team not writing code at all.
Dan Shipper: It is really wild. I think it’s really wild in particular, just having a small group of people that have… Everyone has all these different skills. Everyone’s a generalist, everyone’s AI forward. So what you can do in an environment like that with just still a small team is crazy. And you’re kind of inventing all these new principles for how do we work together, how do we do engineering, all that kind of stuff. And I think that’s what makes the writing… That’s why I like doing that is because the writing that we do from that I think is really good because we can talk about it from a sort of position of experience, but I do want to say something else which is we’re not at a point yet where the people that work at every could do what they do if they didn’t know how to code.
Lenny Rachitsky: Yeah, this is what I was going to ask.
Dan Shipper: Which is a different bar, and I think for a long time it’s going to be valuable to know how to code for a long time, but this is a progression that is not a new progression. So for example, when I was in middle school learning to code, the new hot thing was scripting languages, which is Python and JavaScript. But if you were a real programmer, you would understand the language underlying Python and JavaScript, which is written in C. and scripting language weren’t totally real. And in order to really do anything interesting, you had to be able to learn both parts of the stack. Same thing for C programmers, when I guess in the seventies C was invented, it was like you got to be able to write assembly.
And English is just a layer on top of scripting languages. So I think all of those things were right in the sense that there’s… Especially during transitions, there’s a lot of reasons why it’s important to be able to go down a layer in the stack and it gets less and less frequent over time, but that still takes a long time. And there’s some times when even if you’re a JavaScript or a Python programmer, it’s useful to know how that stuff works, how it’s written, and see how it’s implemented. Today it’s much less important than it used to be, but that took 10 or 20 years. And I think that the same thing is going to be true for programming. Having that skill is super important and will accelerate you significantly. It will sort of start to get less important over time, but we’re not close to that yet.
Lenny Rachitsky: Okay. That’s a really important point. I’m glad you went there. So do you have a sense of how far we might be from you hiring someone to build another product that isn’t an engineer?
Dan Shipper: Like a real SaaS product?
Lenny Rachitsky: So hey, we have this idea we want to bring someone on to actually lead it.
Dan Shipper: Very far. Not within sight, but there’s a lot of things that could be products that are a level down from that I think that you could do almost now. So an example, we were talking about DIA, the new AI browser from the browser company. DIA has these things called skills, which are effectively little AI apps that you can run in the browser. You can prompt them and they run on the web page and do work for you. A non-technical person can build that, same thing for custom GPTs from ChatGPT. A non-technical person can definitely build that. So I think while I will definitely maintain that we’re not anywhere close to anybody being able to build a conventional SaaS app with zero programming knowledge, aside from just a demo, there are going to be other forms of software.
One of my things is like software is becoming content. There’s going to be other forms of software that don’t look like the software today, but you can run, start and run as a business, as a non-technical person even if you don’t know how to code. And that’ll happen very soon. I mean, it’s already kind of happening. It doesn’t look like the thing that you’re asking about. It’s sort of like the difference between a Hollywood movie and a YouTube video.
Lenny Rachitsky: I think that’s really reassuring to a lot of people. Basically what you’re seeing is AI just supercharges people who have a skill and allows them to do a lot more.
Dan Shipper: Yeah.
Lenny Rachitsky: Okay. Is there any other way that you guys operate that is really interesting that might be worth sharing that helps you operate really quickly, helps you do more with less?
Dan Shipper: I mean, I would love to talk about how we think about building products, what products to build, what do we end up building? Because I think that there’s something sort of special about it that probably there’s a playbook that is useful for people. So when I think about… This is only sort of snapped into focus recently. So a lot of this was just doing it intuitively without really a thought for it. But when I think about the kind of things that we have ended up incubating, it’s basically goes back to something I said at the beginning, which is there are these things that were historically really expensive that only rich people or big companies could buy. So a chief of staff for your email, I think a therapist or a lawyer is another interesting example. Someone to organize your closet or organize your computer is another example. Someone to go straight for you, that are becoming orders of magnitude cheaper so that everyone can use them even if you’re at a small startup.
And so basically when you’re running, we are sort of this AI first company. You’re running into all these little things where you’re like, I wish I had a ghost writer right now, but ghost writers are really expensive. Or I wish I had a lawyer but it would cost me like $25,000. Lawyers are really expensive and there’s a lot more demand for those services than can be fulfilled because they’re so expensive. And what AI does is it allows you to be like, oh, I could just use cloud for that. I can use ChatGPT for that. And so you’re able to use the demand that you have that we can afford a lawyer. We have ghost writers, but there’s a lot more that we can’t do because we can’t afford it. So we still have our lawyer and we still have our ghost writers, but we just do a lot more of that stuff.
And so we notice that. We start to then use ChatGPT and cloud first, these general purpose tools to try it and see is this useful? Does this actually work? All that kind of stuff. And then if it does, we will unbundle it into its own separate thing that becomes an app. And I think what’s really special about this time is the entire game board has been totally reset in terms of things you can build. Where five years ago it was like you’re going to build another Notes app. We’ve been building notes app for forever, another B2B SAS app. It’s all the same stuff in slightly different packaging. And now it’s totally new territory. No one knows what’s going on. Everyone’s inventing it as it happens. All these new workflows are being created in a very similar way to, I don’t know, for example, when spreadsheets were first a thing on computers, we were figuring out all these new workflows on spreadsheets.
They got unbundled in the B2B SAS, same thing for ChatGPT and Claude. And what’s really cool is you can be like, cool, I’m using using ChatGPT for this. It’s really useful for me. And you might be one of the first people to really notice that. And then because everybody that works at Every is AI first and came to us because they reads Every, they read Every, so we all have the same vibe and we’re all kind of doing similar stuff. They become our first users. So we measure the success of the product by is it a banger inside of Every, monologue the app that I was talking to you about, everyone just started using it and we’re like, okay, we’ve got something here.
And what’s really interesting then is if everyone inside of Every uses it and people read Every, they have a similar vibe to us too, so they become the next set of users. And that’s a really, I think, interesting pipeline for building applications or building apps. It’s a totally new greenfield so that all the stuff you’re thinking about, it’s probably new, which is really cool. And over time, what I think is organizations like ours, people who are playing at the edge, we’re doing things that in three years everybody else is going to be doing. So it may be kind of niche for now, but it will be a big deal in three years when everyone else has the same needs that we do.
Lenny Rachitsky: That is really cool. What I’m hearing is GPT wrappers are a good idea and are worth building.
Dan Shipper: 100% thank you. GPT wrappers are amazing and they’ve been much maligned for absolutely no reason and people don’t understand how absolutely valuable they are.
Lenny Rachitsky: I think there’s also just you guys raised a sip seed round. This is a good time to maybe talk about that. Just these products don’t have to become some mega-billion dollar hits. You kind of have this portfolio of companies, you have the content business. So I think there’s a really interesting approach to how big these need to get to be successful. Maybe just talk about that.
Dan Shipper: Yeah. I really want Every to be an institution that teaches people how to live a better, more human life with technology, particularly with AI. And both teaches them how to do it with writing and the content we make and then builds tools for them to do that. But I think fundamental to building an institution is, at least for me, the way I would like to do it is I want internally it to feel like this creative playground where we have the opportunity to take risk and do stuff and do weird stuff that just doesn’t make any sense. We can’t justify anyone, but we just feel like it would be fun. And so I think I’m always playing with that dynamic tension between institution serious, we want this to be lasting and important and it should just be fun. Let’s play around. And I think having that tension is really valuable.
And so I’ve always been sort of hesitant to raise a lot of money because I think it locks you into having to be that serious thing that’s totally going for it. And there’s lots of companies that figure out that balance. But just for me personally as a founder, I’m like, I want to keep the optionality alive and I want to keep the kind of playful feeling alive. And I think part of that comes from I know I have the control to do what I want more or less. There’s probably also some deeper psychological things going on there, which I’m happy to talk about if you want to get into it. But I think there’s also just… That’s what I want. And so when we started Every, we raised a very small 700K pre-seed round, and this was at the height of the creator economy.
So we both started our newsletters. He and I started our newsletters around the same time. It was the hypest, craziest thing. People were throwing money around. It was wild. But we raised 700K because it was like, I want to raise enough for us to be able to experiment, have a little cash cushion, but not so much that it locks us into anything. And we sent an email to all of our investors being like, and you’re one of our investors, so you’ve probably got this email.
Lenny Rachitsky: Tiny investor. But I’m in there, I’m in there.
Dan Shipper: We sent an email to everyone being like, this is probably not a venture business, so you should not expect us to raise again. And we even raised on this slightly modified safe that gave everyone the option to convert to equity in three years, even if we didn’t raise more money. So we did it in a way that allowed us the option to get really big and do the traditional thing and also the option to do it the way we want to do it. Maybe it’s not a huge business, but we love it. That’s great. And we did the same thing for this recent round where we raised up to 2 million from Reid Hoffman and starting line VC. And we did it as what I’ve been calling a sip seed round, which is basically they’ve committed $2 million, but we can pull it down whenever we want and we just do it on a safe at a set cap.
And for me, that’s really helpful because it allows me psychologically to take a lot more risk. If we go to zero on the bank account, I can get more money. Great. I don’t have to think about it. But what’s also really helpful is I’m not, and the rest of the team is not staring at a gigantic number in the bank account being like, cool, we can burn this. Let’s burn it. And also for our investors, I think Reid very much wants us to succeed, but I don’t think he cares what size of business this is. I think he’s more philosophically aligned with the thing that we’re trying to do. And if it becomes a huge business, he’s psyched for it. And I think that kind of alignment is what I was looking for. I think there’s this core creative spirit to the thing that I want to maintain and I really care about having a big impact.
But I think there’s a lot of ways to have an impact. And one of them is building a $10 billion business. I think another way is really changing how people see the world, see themselves in the world. And I think that’s what stories do. And you don’t necessarily… Sometimes you do that by building a gigantic company, but you don’t necessarily always have to do that. A lot of the stories that we care about most are from people who maybe they weren’t rich at all. And so I really like creating this place where we can make a really good business. And I care a lot about that. But also the core of the soul of it is about changing how people see themselves in the world.
Lenny Rachitsky: I love that you’ve kind of innovated a new middle ground way of fundraising, not bootstrap and not just regular VC. It’s a seed. And I love that this two… If I raised 50 million, it’d be like, okay, I get it. Let’s not put 50 million in our bank account, but you do have 2 million. It’s too much for us. We don’t want to see that in our account.
Dan Shipper: That’s another thing. And we’ll see how this ages. I might be back here in two years crying the blues because we didn’t raise enough money or whatever. Who knows? But that’s the other thing is I do think we can get so much further with very small amounts of money. Like Cora, I think all in to build Cora, we’ve spent maybe 300K, Maybe. That’s crazy because-
Lenny Rachitsky: And that includes salaries?
Dan Shipper: Includes salaries. Yeah.
Lenny Rachitsky: Wow.
Dan Shipper: This product was not even technically possible even if you had billions of dollars three years ago. Not possible because you can’t do email summarizing and automatic responses and all that kind of stuff without GPT. So not only was it totally impossible, but now we can get with two engineers, we can get the amount done that would’ve taken a team of 20 people. And I think that means that we need less money. And I don’t think that VC has really caught up to that yet. And I think there are other companies that are doing… There’s a term called seed strapping, so there are other companies that are starting to wake up to this too. And I’m curious about how it changes the VC model. For sure for us, we have a specific incubation model, which is a bit different from a VC model. And I think there’s some differentiation in the stuff that we can do with founders, which is kind of cool. But yeah, I’m just trying to figure out a shape that works for me and that’s different from other people and we’ll see how this goes.
Lenny Rachitsky: We’ll revisit in a couple years. Seems like it’s going great from the outside. I’m going to ask about a couple other things before we wrap up. One is around this consulting arm that you have. I think it’s really interesting because like I said, I feel like this could be a billion-dollar business. I feel like every company right now is trying to figure out what the hell’s everyone else figured out that we’re not doing. I’ve had so many emails from chief product officers at companies being like, can you introduce me to some chief product officers that have done cool things with AI that we should learn from? So many people and I would just introduce them to each other and it’s cool because you guys are basically solving that problem for a lot of companies.
So one is just maybe share a bit about what that side of the business for folks. And then two, I feel like I imagine you’ve seen companies that have done this really well, have adopted AI, things have worked really well, they found really good productivity gains, and then you found companies that don’t. What do you find is the difference between those two?
Dan Shipper: I love this question and I have a very specific opinion about this. So one, yeah, the consulting arm, basically we spend all of our time playing around with new models, writing about them and building stuff with them. And we have a big audience. So naturally we’ve gotten companies over time being like, can you just come and teach us how to do this? And so we started to do that. This is pretty nascent. It’s probably been over the last six to nine months, but it’s a pretty big business now. It’ll probably double this year. Last year we did about a million. Maybe it’ll be more this year. We’ll see. It depends on a couple… We have a couple of big contracts out, so it might be way more than that.
Lenny Rachitsky: A billion. I predict a billion dollars in a few years.
Dan Shipper: But yeah, basically people are like, can you come help us learn how to do this? So what we do is we spend some time going and researching your organization. So we go in and try to understand what are all the different teams doing, what are the repetitive tasks, some of the stuff we were talking about earlier. And then what we will do is first we present a little report, tells you here’s everything that we found. Here’s not only that, but you have a chatbot where you can chat with all the interviews that we did and you can pull out your own insights. We have a whole dashboard where it shows you, here are the teams that are really into this, here are the teams that are not. Here’s how much leverage you might be able to get on different teams based on the interviews and based on the AI analysis.
It’s pretty cool. And that’s an app that I coded over a weekend with Devin a year ago. And then Alex runs part of the consulting has helped upgrade it. Then what we do is we have a training curriculum. So we go in and train each team and we customize it based on the interviews that we do. Because one of the interesting things about AI is it’s such a general purpose technology, and I think people who work inside companies, 10% of them are like, I’m super curious about this. 10% are like, I will never touch this. And 80% are like, if you tell me how to do it for my job, I’ll do it.
And so we customize the training to be like, here are the exact prompts you’re going to use and here’s the exact situations you’re going to use them. And that really, I think helps drive the adoption. We spend four weeks with each team, an hour a week, that kind of thing. It seems to be really cool. And then we’ll often also after this, go and build automations and do some of the AI operations stuff we were talking about earlier. Companies really like it. I think we work with a lot of big hedge funds and PE firms and big companies, all that kind of stuff. To your-
Companies, all that kind of stuff. To your second question, which is, “What separates the good companies from the bad, or the companies that end up adopting this?,” I think the number one predictor is, “Does the CEO use ChatGPT?,” or insert your own chatbot. If the CEO is in it all the time, being like, “This is the coolest thing,” everybody else is going to start doing it. If the CEO is like, “I don’t know, this is for someone else,” no one else is going to be able to lead that charge, and they’re either going to have … Either they’re going to be negative on it, and so definitely no one’s going to do it, or they’re going to have way unrealistic expectations because they have no intuition for what’s possible, and they’re just going to get really disappointed.
But the CEOs that are using it all the time are able to both drive the excitement and set reasonable expectations for what can be achieved, and so those things end up working really well, and the people that do this really well … So, for example, we work with a hedge fund called Walleye, which I had the founder on my podcast, AI and I, a few weeks ago, their gigantic $10 billion hedge fund. One of the things that they do, which I think they’re basically the model for how to do this, first thing you did, which a lot of CEOs are doing is send the, “We’re an AI-first company” email. Everyone’s got the memo.
You just got to really do it, and one of the things he said in his memo, which I love, is, “I wrote this email with ChatGPT, and you should too.” So you got to like …
Lenny Rachitsky: In the memo.
Dan Shipper: Yeah. You got to lead from the front in that way. And then, what he does in, I think what a lot of other really cool companies do is they’re doing weekly meetings where people share prompts and share use cases. They do a weekly email to their entire company, being like, “Okay, here are our usage stats for ChatGPT. Here are the people that came up with a new prompt and contributed to it.”
Create this sort of awareness and momentum, because going back to the point I made earlier, about 10% of people are early adopters, those are the people inside of a company that you need to find and highlight because they’re going to just go spend all this time figuring out what works, and then all you have to do is translate what they learn into the rest of the organization. And so if you create forums for them to be rewarded, you’re going to automatically transfer a lot of their learnings to everybody else, and encourage more of it, and I think that’s kind of the secret.
Lenny Rachitsky: That is awesome. I love this advice. So just to reflect back, what you just shared, a few kind of tactics you find that you encourage within companies, one is just send this memo, the Toby memo. I don’t know if that’s the right way to describe it, who I think it was first along these lines just, “We’re AI-first.” It’s going to be part of your performance review.
It’s going to be asking, “Can you do it in AI before you could talk to anyone else?,” all these things, and then just note, “I wrote this using ChatGPT’s,” it’s a great idea. This idea of a weekly meeting, so it’s like a live or Zoom meeting, where people share, “Here’s the thing I’ve learned about using AI,” and then this weekly stats email of, “Here’s how much we’re using ChatGPT across the org. Here’s some people that did some awesome work.”
Dan Shipper: Yeah.
Lenny Rachitsky: Amazing. And I especially love this very simple heuristic of, “If you’re a CEO, uses ChatGPT or Claude, or whatever daily, it’s going to work out.”
Dan Shipper: Yeah.
Lenny Rachitsky: That is super cool. I know it’s early, but what kind of impact have you seen from a company, kind of leaning into this and adopting AI widely? Anything you’ve seen either anecdotally or numbers-wise?
Dan Shipper: It’s early. It’s really hard to say other than … I think generally, people who do this well now feel like they can do way more work than they used to without having to hire more people, and so they’re just going further faster at the same budget. I don’t see a lot of people being like, “Cool. We’re going to fire a bunch of people.”
Also, I don’t really want to do consulting work like that. That sucks. But we’ve never had to say no. Mostly, people are like, “Cool. I’m just going to go further with the people that I have.”
I think also, back to kind of the first point I made about reshoring American jobs, I have seen some companies, not the ones that we worked with, but I have seen some companies of people that I’m friends with, where they’re like, “We have a call center somewhere, but I think I can get the same amount done with two employees in the U.S. that use one of these customer service platforms.” They’re still not totally automatic. I think that Klarna CEO thing, that was bullshit. But, yeah, you can have a couple people in the U.S. that maybe you pay a little bit less to than you would for 100 people somewhere else, and obviously, that’s the calculus that everyone has to make for themselves, but I’ve definitely seen that happen, and yeah, I think that’s the get more done with the same amount of people.
Lenny Rachitsky: Maybe to close out our conversation, I want to come back to this idea that you referenced, but I want to spend a little more time on this, which is this idea of the allocation economy. If I understand it correctly, we’ve been in this knowledge economy, where people get paid to do a thing, and your thesis is that we’re moving to this allocation economy, where the manager skills become more important, and we’re going to be spending more of our time managing. And I think what’s amazing about this is it also tells you which skills will matter more in the future, which is something I think a lot of people are thinking about. So maybe just answer that question and share whatever you think is important to share to give people a sense of what you’re thinking.
Dan Shipper: Yeah. So this is based on our article I wrote two, two and a half years ago. So this is back before agents were even thought of as viable. And I was really trying to think about, “How do I express what … In my experience, using this every day, what skills are useful for me?,” because I think that’ll be the case for a lot of other people, and I think that’s kind of the best method, I think, to do these sorts of predictions, is you have to be doing it all the time yourself, and then that informs your opinion about this stuff.
So what I noticed using, at the time, like GPT-3 or maybe GPT-4, was that I was spending a lot of time, for example, thinking about, “How do I communicate the problem? How do I gather the right information for the problem? How do I put it in the right way so that the model that I’m working with gets it? How do I pick which model to give it to you, and how do I maybe divide up the task to be like, ‘Okay, this model does this, this model does this,’ based on what I know to be like, ‘What’s good and what’s bad?’? How do I give them feedback?”
“How do I have a vision for what I want and a set of criteria for whether it’s good?” All that stuff is exactly how I found myself using these tools, and I was like, “Oh, that’s just managing.” And once that clicks for you, I think you’ll start to see a lot of other things. So a really good example is there’s a big complaint that it’s like, “Well, how can I have AI do this? I can’t trust that they’re going to do it well, so I just do it myself.”
And I’m just like, “Yeah, that’s exactly what Every first-time manager says.” You always have this problem, where you’re like, “Okay. Well, if I delegate it, it’s not done in the way that I want it to be done. If I do it myself, I get no leverage.” And so that’s how a manager has to learn how to be a manager is like, “When do I lean in and maybe micromanage a little bit, and when can I delegate, and how can I trust it, and how do I divide up the task and all that kind of stuff?”
And so I think there’s a lot of overlap in those skills. And those skills are not broadly distributed right now, but they will be in the future because it will be so much cheaper to be a manager.
Lenny Rachitsky: And specifically, I was looking at the article you wrote, the skills that you highlight will be more valuable is evaluating talent, vision, taste, and to your point, when to get into the details, when it makes sense to dive in.
Dan Shipper: Yeah.
Lenny Rachitsky: Awesome. And then, there’s also kind of a connected point you made that you referenced, which is that generalists will become more and more valuable in the future. You mentioned that everyone at Every is a generalist.
Dan Shipper: Yeah.
Lenny Rachitsky: Share a little bit about that.
Dan Shipper: Yeah. I find … I mean, maybe it’s because I’m a generalist, so you should take this with a grain of salt.
Lenny Rachitsky: Same, same.
Dan Shipper: But I think that’s one of the things that has made AI so awesome for me, is I love to dabble in different things. So it’s like in one day, I can be coding an app, and making a video, and making images, and writing, and all that kind of stuff, and ChatGPT is right there with me. And I think basically what has happened, as civilization has progressed from Ancient Greece to now, is what we’ve discovered is the more that we specialize, the better we can coordinate across many different people. And so it’s like the Adam Smith, like there’s a pin factory and someone’s making a pin or whatever his thing is, is specialization against our trade. And there have been a lot of really good impacts of that.
One of my favorite examples of this is back to Ancient Greece, Ancient Athens. Athens was a civilization of generalists, at least for citizens. They have a bad history with women and people who are slaves, but let’s just put that to the side for a second. If you’re a citizen, generalist. You could be expected to be a fighter, a judge, a juror, maybe a general.
You could expect it to have many different roles inside of your society in your lifetime. That changed though, because Athens became an empire. And as it became an empire, if you’re going to send a general off to go and invade Sicily or whatever, you want that person to be pretty skilled. And so it started to break the general kind of thing into people start to have specific roles, and they coordinate with each other and all that kind of stuff, and I think that pattern has actually been really good for developing civilization, but it’s also, in a lot of ways, it is not as fun. It’s actually really cool to be a well-rounded person. And I think the interesting thing about AI is that it’s a little bit like, you can think of it like having 10,000 PhDs in your pocket.
It knows so much about every little branch of human knowledge and every art form and every way of making things or building things, and you just have access to that, so it’s doing a lot of the … It’s good for doing a lot of the specialized tasks that you might’ve had to spend 10 years getting good at learning about this particular species of cicada, so you know exactly how they reproduce. But now, you’ve got this thing in your pocket that can tell you all about that in any given context at any given time, and so you’re empowered to jump a lot more between all those different domains of skill, and you can get more done as, for example, like a founder, where I think we can stay at 15 people much longer than we would be able to. So the people inside of Every can stay generalists for much longer, and I think that that may sort of ripple out into the rest of the economy, where instead of gigantic, massive corporations, where each person is doing one little button turning, you have many more smaller organizations with more generalists, and I think that would actually be a really good thing.
Lenny Rachitsky: This reminds me, I was talking to my personal trainer that I’m trying out for a little bit, and she said that she’s a very big vision, kind of high-level person, and not good at executing, like we’re staying organized, and ChatGPT is such a godsend for her, because she’s just like, “Here’s what I want to do roughly. Just help me get it done.”
Dan Shipper: That’s great. I love that.
Lenny Rachitsky: And so, yeah. And it really made me think about just how much value all this stuff is going to unlock. This was amazing. It was everything I wanted it to be. But with that, we reached our very exciting lightning round. Dan, are you ready?
Dan Shipper: I’m ready.
Lenny Rachitsky: Here we go. What are two or three books that you find yourself recommending most to other people?
Dan Shipper: Well, I already recommended one, which is War and Peace. Definitely got to read that. If you want a like Tolstoy primer, I would read The Death of Ivan Ilyich. Another good one is A Swim in a Pond in the Rain, which is by George Saunders, and that’s a collection of Russian short stories that is also about writing. And in particular, I really like the Russians because a lot of the Russian novelists are dealing with the effects of technology on the traditional Russian way of life, and they’re very kind of in this really interesting middle ground between a sort of romantic outlook on the world and a more rationalist like, ” We’re progressing, we’re making progress.”
And that’s one of the things you’ll find in Anna Karenina, oh, and … God, what’s the guy’s … Levin is out in the fields with the peasants, doing the scythe thing. That’s Tolstoy kind of thinking about, “Oh, what would it be like, instead of being a nobleman who’s trying to make farms way more efficient, I was just like with my scythe, that was really happy?” Anyway, so they’re dealing with a lot of similar stuff to, I think AI.
The Master and His Emissary is another really good one, and that’s about basically how the different hemispheres of the brain view reality. It’s really, really good, and I think it relates to a lot of AI stuff too. Yeah, I think those are my three or four. Yeah.
Lenny Rachitsky: Excellent list. I think nobody’s mentioned any of these, so that’s always a good sign. Do you have a favorite recent movie or TV show you’ve really enjoyed?
Dan Shipper: Yes. I really love Deadwood. Have you seen it?
Lenny Rachitsky: I absolutely love it. I remember when they stopped it for some reason. I think he had to go do something else at HBO. It was so sad.
Dan Shipper: Yeah.
Lenny Rachitsky: It’s amazing, yeah.
Dan Shipper: Yeah.
Lenny Rachitsky: Yeah.
Dan Shipper: David Milch is incredible, national treasure, incredible writer. But what I really love about it, and I only recently watched it, is he talks about Deadwood being about how order forms out of chaos. So it’s this like frontier town, people are going to it, and there’s no law, there’s no rules. And by season three, there’s a mayor, and all the industry has come in, and it’s like a real proper town, and I just love that. And I think there’s a lot of parallels from the Western frontier to technology frontiers, and so I think that show is a really interesting study in that kind of dynamic.
Lenny Rachitsky: I love how everything connects to how tech works and how AI came to be. I love this.
Dan Shipper: Thank you.
Lenny Rachitsky: Do you have a favorite product you’ve recently discovered that you really love?
Dan Shipper: I don’t have a good answer for that because I just spent a lot of time using our internal products, but my stock answer is Granola. So I do really love Granola. My one gripe with them, and I hope they listen to this podcast, is I really want to export all my notes. I want an API, but other than that, I think it’s a fantastic product.
Lenny Rachitsky: That is definitely the most mentioned product in this segment for the past couple months, so good job, Granola. I can’t help but mention, you get a year free of Granola if you become an annual subscriber of my newsletter. Well, what a freaking deal. And not just you, but your whole company gets free Granola for a year. What a deal.
Dan Shipper: This is not a paid promotion by me. That’s just how I feel. So I’m glad it’s part of the bundle.
Lenny Rachitsky: Yeah, incredible. Okay. Do you have a favorite life motto that you often come back to find useful in work or in life?
Dan Shipper: So basically, I use ChatGPT all the time, and it has memory. So I was like, “I’m going on Lenny’s podcast. What would my life motto be?,” and it said, “Your life motto is witness deeply, build bravely. You prize slow, attentive seeing, whether it’s reading Tolstoy, tracking meditation themes, or X-raying a David Milch paragraph.” So it’s hitting all the stuff I just mentioned, which is really funny.
And then, Build bravely, you turn those insights into concrete things, like Every in Quora and longform essays and all that kind of stuff. So I think there’s something about that. Actually, this reminds me, this actually reminds me of the actual motto, which is … And I didn’t come up with this. I think it’s like Pliny the Younger said, “Do things worth writing about, and write things worth reading.” Seems like a pretty good summation.
Lenny Rachitsky: Do things worth writing about and read things worth reading.
Dan Shipper: Write things worth reading.
Lenny Rachitsky: Write things worth reading. That should be the motto of both of our newsletters.
Dan Shipper: Yeah.
Lenny Rachitsky: That is really good. Okay. And by the way, I love that you asked ChatGPT, “What’s my life motto?”
Dan Shipper: And wait, this is interesting. So it didn’t give me the answer, but inspired the answer.
Lenny Rachitsky: Yeah.
Dan Shipper: And I think that’s actually exactly how I use it.
Lenny Rachitsky: [inaudible 01:28:55] Wow. It’s an extension of our brains already.
Dan Shipper: Yeah.
Lenny Rachitsky: Last question. I was reading somewhere, where you wrote that you stopped writing at one point. You were just like, “I need to do other things, I need to build this company,” and then you realize, “I need to get back to writing,” because things started going sideways. And I feel like this is such an interesting corollary to a lot of the stuff you talked about, of just things that make you happy, stay close to enjoy. Just share what happened there, because I didn’t know that.
Dan Shipper: This is definitely not a lightning round thing, so I’ll expound, but I’ll try to do it as quickly as possible.
Lenny Rachitsky: Perfect.
Dan Shipper: I think generally, when you’re building a company, even if you do it the way that I do it or did it, which is you don’t raise a lot of money and you try to stay in control, there’s a big temptation to try to run the company in the way you think you should. And I have this weird thing where I’m like, “I really love writing, but I also really love business,” and there were not a lot of models for me of people who had successful businesses that were also writers. It turns out there are, but I didn’t know about that for a while. And so early on at Every, it was growing really well, because I was writing a lot, and Nathan was writing a lot. And when I stopped writing, the business didn’t work as well because media businesses don’t follow the same pattern as tech startups, because if you’re a media business and you are a founder who then hires people to make the product, which is right, if you have product market fit before, you lose it, and maybe you hire people that are good writers, but that’s hard. It’s total opposite pattern for startups. So you build the first version of the product, and then you hire people to build the rest of it, and so that’s what I did. And I also really struggled with, “Okay, what are the implications for that and for my career,” and I think it was hard for me to admit, like I actually want to write because I just didn’t have any examples of someone being the kind of writer that I wanted to be. And what’s really interesting is three years into the business … The business has been pretty flat.
I was pretty miserable because I was not doing the thing that I really wanted to do, and I asked ChatGPT, I was like, “Are there any examples of writers that have built businesses?” And it was like, “Yeah, Joel Spolsky, who built Trello and Stack Overflow. There’s Jason Fried who I’ve known for a long time, and I’ve always looked up to, but I forgot about in this context. There is Sam Harris who’s got a great podcast, and he’s got a gigantic meditation app. There is Bill Simmons, who’s incredible podcaster and also built The Ringer, sold to Spotify for a couple hundred million bucks.
There’s a lot of these people, and there are patterns that they use to build companies that are pretty well-understood. They’re just not typical Silicon Valley patterns. And so I was like, “Cool. I just want to be a writer. I think it’ll be really fun.”
And so I sort of flipped. I still have the builder, entrepreneur, founder part of my identity, but I sort of flipped it to be like writing is at the center, and I’m unapologetic about it, and that’s actually good for the business. It’s good for me and it’s good for the business. And the more I’ve leaned into that, doing the thing that … If you told anyone that you’re starting a business, where it’s like, “Well, we’re going to be a newsletter, and we’re going to incubate all these apps, and we’re going to do consulting and whatever,” they would be like, “You’re nuts.”
“Everyone wants to do that. Of course, Every founder wants to do that, but you have to focus. You can’t write, whatever.” But every time I’ve kind of just leaned into something that feels like the most, the ultimate luxury of my hidden secret desire, it’s actually worked a lot better, and I think you end up … What it really is, is there’s a huge tax to doing something every day that you don’t quite like that much, or you’re not quite a fit for, and by sort of giving into those secret desires, you end up finding a shape for the work that you do and the business that you build that is good for you, and that’s always going to be a somewhat unique shape from other businesses that have been built.
It’s always going to rhyme with other things, but I think finding that unique shape, instead of just kind of cargo culting, like what you think a company should look like is definitely a much better way to be successful, and it’s also a much better way to live.
Lenny Rachitsky: I think this is going to hit hard with a lot of people who are listening, who are maybe founders or want to be founders, and this resonates with a lot of people that have been on this podcast sharing similar lessons. Dan, this was incredible. Two final questions. Where can folks check out Every, find you online, and how can listeners be useful to you?
Dan Shipper: So you can find us at every.to. I’m also on Twitter at @danshipper. You can go there to check out our products, our newsletter, if you want to stay on top of AI, all that kind of stuff. I also have a podcast. It’s called AI and I.
You can find it on YouTube and on Spotify. And how can people be useful? Honestly, I think that the most useful thing for someone like me, based on what I want to do, is I want people to find interesting, cool ways to use AI that actually helps make their lives better. So just go do that, and tell me about it, and I think that’ll be great, and so-
Lenny Rachitsky: What’s the best way to tell you? Is it comments on your YouTube show? Is it emailing you, DM you?
Dan Shipper: I would say tweet me.
Lenny Rachitsky: Yeah.
Dan Shipper: If you subscribe to Every, you can also reply to those emails, and they eventually get forwarded to me. So tweet me. Reply to Every. And if you want to comment on YouTube, great. I’m not in the YouTube comments as much as I should be, though.
Lenny Rachitsky: Don’t do that. Maybe don’t do that.
Dan Shipper: Yeah.
Lenny Rachitsky: Okay. Well, Dan, this was incredible. Thank you so much for sharing. Thanks for being here.
Dan Shipper: Thanks for having me.
Lenny Rachitsky: Bye, everyone. Thank you so much for listening. If you found this valuable, you can subscribe to the show on Apple Podcasts, Spotify, or your favorite podcast app. Also, please consider giving us a rating or leaving a review, as that really helps other listeners find the podcast. You can find all past episodes or learn more about the show at lennyspodcast.com. See you in the next episode.
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| English | 中文 |
|---|---|
| A Swim in a Pond in the Rain | 《雨中池塘游泳》 |
| Adam Smith | Adam Smith(人名,保留原文) |
| AI and I | AI and I(播客名称,保留原文) |
| AI first | AI 优先 |
| AI operations | AI 运营 |
| AI-native | AI 原生 |
| Alex Duffy | Alex Duffy(人名,保留原文) |
| allocation economy | 分配经济 |
| Animalz | Animalz(公司名称,保留原文) |
| Anna Karenina | 《安娜·卡列尼娜》 |
| benchmark | 基准测试 |
| Bill Simmons | Bill Simmons(人名,保留原文) |
| cargo culting | 货物崇拜式模仿 |
| chief of staff | 幕僚长 |
| compounding engineering | 复利工程 |
| context engineering | 上下文工程 |
| Context Window | Context Window(栏目名称,保留原文) |
| copy edit | 文案编辑 |
| Cora | Cora(应用名称,保留原文) |
| custom GPT | custom GPT(ChatGPT 的自定义 GPT 功能,保留原文) |
| David Milch | David Milch(人名,保留原文) |
| Deadwood | Deadwood(剧名,保留原文) |
| Deep Research | Deep Research(AI 深度研究功能,保留原文) |
| DIA | DIA(The Browser Company 推出的 AI 浏览器,保留原文) |
| Diplomacy | Diplomacy(外交棋盘游戏,保留原文) |
| Every | Every(公司名称,保留原文) |
| force multiplier / leverage | 杠杆效应 |
| George Saunders | George Saunders(人名,保留原文) |
| ghostwriting | 代笔写作 |
| GPT wrapper | GPT wrapper(基于 GPT API 封装的应用,保留原文) |
| Granola | Granola(会议转录工具,保留原文) |
| head of AI operations | AI 运营负责人 |
| hot take | 犀利观点 |
| in-house counsel | 内部法务 |
| Jason Fried | Jason Fried(人名,保留原文) |
| Joel Spolsky | Joel Spolsky(人名,保留原文) |
| Kate | Kate(人名,保留原文) |
| Katie Parrott | Katie Parrott(人名,保留原文) |
| Kieran | Kieran(人名,保留原文) |
| knowledge orchestration | 知识编排 |
| Lenny Rachitsky | Lenny Rachitsky(人名,保留原文) |
| lennyspodcast.com | lennyspodcast.com(网址,保留原文) |
| Levin | Levin(人名,保留原文) |
| Monologue | Monologue(内部工具名称,保留原文) |
| Nathan | Nathan(人名,保留原文) |
| Nityesh | Nityesh(人名,保留原文) |
| Peter Deng | Peter Deng(人名,保留原文) |
| Playing & Reality | 《游戏与现实》 |
| Pliny the Younger | Pliny the Younger(人名,保留原文) |
| PRD | PRD(产品需求文档,保留原文) |
| product market fit | 产品市场契合度 |
| Rachel Woods | Rachel Woods(人名,保留原文) |
| Rails | Rails(保留原文) |
| reshoring | 就业回流 |
| Sam Harris | Sam Harris(人名,保留原文) |
| slash commands | slash commands(斜杠命令,保留原文) |
| Spotify | Spotify(平台名称,保留原文) |
| Stack Overflow | Stack Overflow(平台名称,保留原文) |
| style guide | 风格指南 |
| Super Whisper | Super Whisper(应用名称,保留原文) |
| The Browser Company | The Browser Company(公司名称,保留原文) |
| The Death of Ivan Ilyich | 《伊凡·伊里奇之死》 |
| The Master and His Emissary | 《主人与使者》 |
| The Ringer | The Ringer(媒体公司名称,保留原文) |
| Trello | Trello(产品名称,保留原文) |
| vibe checks | 体感测评 |
| War and Peace | 《战争与和平》 |
| Whisper Flow | Whisper Flow(应用名称,保留原文) |
| Winnicott | 温尼科特(儿童心理学家,保留原文) |
Reformatted by reformat_english.py