Is ARR a Myth?

Built 2 Scale · 19 Jun 2025 · 1h 14m

AI in practice: 3 real uses of AI described

What this episode covers

Hosts Matt Perrott and Scott Wilcox discuss the implications of massive talent acquisitions like Meta's purchase of Scale AI, the rapid transformation of Shenzhen's manufacturing sector, and the quality of viral ARR growth in the AI software market. They analyze Jensen Huang's full-stack strategy at NVIDIA's Paris conference, the potential of ChatGPT Projects for client pitches, and the economic divergence between Tesla's vision-based robotaxi and Waymo's LIDAR-heavy approach. The episode concludes with a look at autonomous drone technology and a proposal for Australia to build its own innovation hub.

AI in practice

Where this conversation describes AI being used to build or deliver a product. Part of the AI in practice tracker.

Marketing & salesChatGPT Projects

The speaker created a custom GPT for client pitches that ingests project documents and company IP, allowing clients to interact with their proposal data via voice or text instead of traditional email submissions.

“we're putting all of the project files. Um, including like architectural engineering drawings, um, consultant reports, um, and then our own costing, plus all of our capability statements and everything about our business, um, and why, you know, we're right for this project. We're putting that into a custom GPT.”

Speaker 1 · Hear it at 59:25

Running the companyNotebook LM

The speaker uses Notebook LM to summarize Jensen Huang's lengthy conference speeches into interactive podcasts, which he then uses to guide his business's 3, 5, and 10-year strategic planning.

“You put him in notebook LM and it'll give you a 30 minute podcast summarizing all the key takeaways. Do the interactive one and start asking it about how it affects your business. and how you can plan your future around it…”

Speaker 1 · Hear it at 36:48

Engineering & simulation2 hours

The speaker used 'vibe coding' to build a custom proposal calculator in two hours to replace a paid subscription tool, integrating it directly into their workflow to show real-time costs during demos.

“So I vibe coded a like a calculator, like a proposal calculator. We can just do it on the fly, rather than paying for a assass subscription to do exactly what I wanted. I just did this in 2 hours and then we've plugged that into our workflow.”

Speaker 2 · Hear it at 23:13

Mentioned

Companies
Scale AI, Meta, Huawei, NVIDIA, Tesla, Waymo, DJI, Google, Premier, BuildPass, Slack, OpenAI
Products
ChatGPT, Perplexity Labs
Tools
Notebook LM
Also
Johnny Ive, Shenzhen, Jensen Huang

Other shows on the same ground, closest first.

  • The Circuit · 53m

    EP 179: Apple's WWDC and Siri AI, Nebius Inflection, China Trip Takeaways

    Ben Bajarin and Jay Goldberg discuss Apple's WWDC announcements, highlighting the rebuilt Siri indexer, system-level CPU scheduling, and Apple's surprising use of Nvidia for confidential cloud compute. Ben also analyzes Nebius's 'Inflection' conference, noting their custom server racks and positioning as a neo-cloud provider, while Jay reports from China on the ineffectiveness of US entity list restrictions, Espressif's global marketing strategy via social media, and manufacturing bottlenecks in humanoid robot actuators from companies like Leader Drive and Harmonic Drive.

  • The Circuit · 42m

    EP 156: Evolving Dynamics of AI Infrastructure, Open Source Agents, Meta's ASIC Roadmap

    Hosts Ben Bajarin and Jay Goldberg analyze NVIDIA's strategic push into open-source AI models and its 'five-layer cake' infrastructure stack, questioning the $26 billion investment figure as a spin on existing compute agreements. They discuss the rise of agentic orchestration, where AI agents route tasks across multiple models to optimize cost and performance, and examine Meta's ambitious six-month silicon cadence for its custom ASICs. The conversation concludes by identifying the 'masters' of the AI supply chain, such as TSMC and NVIDIA, and how capacity constraints are forcing competitors like Intel and Samsung to find niche roles.

  • The Amp Hour · 1h 10m

    Back Into The Swing Of Things

    Hosts Chris Gammell and Dave Jones return to the podcast to discuss a wide range of topics, including Gammell's new Contextual Electronics course and Jones's hiring of a full-time employee. They analyze the rising costs of engineering education, the technical details of Nvidia's new Volta GPU for AI, and the shift in robotics from reverse kinematics to visual feedback. The conversation also covers the sale of the MIPS architecture, the success of RISC-V startup SiFive, and upcoming events like Maker Faire.

  • The Circuit · 41m

    Episode 110: NVIDIA's Identity Crisis

    Ben Bajarin and Jay Goldberg analyze NVIDIA's recent GTC event, discussing the company's 'identity crisis' as it shifts from a GPU maker to an AI infrastructure platform. They critique Jensen Huang's defensive keynote, which emphasized the 'Vera Rubin' architecture and the concept of 'AI factories' to counter competition from custom ASICs. The hosts also note the overwhelming scale of the event and the strong demand for Blackwell units among cloud service providers.

  • The Circuit · 41m

    Episode 73: Nvidia's Moment, and The "Platformization" of GPUs

    Ben Baharin and Jay Goldberg discuss Nvidia briefly surpassing Apple as the world's most valuable company, analyzing the sustainability of its growth and the 'platformization' of GPUs. They debate whether Nvidia's GPU-centric strategy aligns with hyperscaler preferences or if it serves the emerging market of 'AI factories' and tier-two cloud providers better. The hosts also explore the challenges for AI startups competing against hyperscalers, the reality of multicloud strategies, and the future of inference workloads.

The summary, chapters and topics are generated from the episode’s audio by this directory, not written by Built 2 Scale. The episode itself belongs to its publisher.