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Show Notes:

(00:00:00) Welcome to Invest Like the Best

(00:06:49) Exploring Horizontal vs. Vertical Software in the AI Era

(00:11:00) The Future of Customized Applications

(00:15:28) Perspectives on AI's Future and Enterprise Adoption

(00:18:13) The Evolution of LLMs and Their Impact on Software Development

(00:23:33) Harnessing AI for Business Transformation and Innovation

(00:27:28) Reflecting on Airtable's Founding and Evolution

(00:33:23) Airtable's Approach to Customer Engagement and Innovation

(00:39:59) The Impact of AI on Platform Versatility and Market Penetration

(00:46:00) Achieving Product-Market Fit and Initial Monetization

(00:50:23) Scaling Up and Securing the First Unicorn Round

(00:51:52) Rapid Growth and Organizational Scaling Challenges

(00:55:00) Reflecting on Tough Decisions in the Business

(01:02:55) The Role of Capital Allocation in Expanding Airtable

(01:06:55) The Kindest Thing Anyone Has Ever Done For Howie