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Podcast

This AI Agent Completes Your to-Do List

My First Million

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  • AI Agents As Background Workers
    • Agents are becoming background workers that proactively do work for you instead of waiting for prompts.
    • Tools like Do Anything can analyze accounts and propose multi-step plans automatically. Transcript: Shaan Puri All right, forget ChatGPT. That’s old news. You’re talking about ChatGPT. My mom knows ChatGPT. Today, we’re playing a little game called Blow My Mind with AI. And me and Sam, we set each other a little challenge. I said, I’m going to bring some AI tools that I think are pretty cool. You do the same. Let’s have a little show and tell. Let’s get smarter together about cool things you can do with AI. I feel like I can rule the world. I know I could be what I want to. I put my all in it like no days off. On the road, let’s travel now. AI. So the premise for the episode is what are the AI tools that everybody should know about, that feels like you’re on the bleeding edge of something or you’re on to something that’s going To be big in the future. And that’s what I want to see today. Okay, so you’ve seen, okay, everybody talks about agents. Oh, agents, agents, love agents. Agents are all the rage. Is anybody using an agent? What are they using agents for? This is kind of, I got into a rage about agents and I was like, let me see if I can get one useful agent working. And I tried a bunch of different tools, but I want to show you a fun one that this guy Garrett made. So Garrett is the founder of Pipe Dream, which is a very cool company. He’s in Austin. You might know him, actually. They’re basically, these guys are building like underground delivery tunnels. Is this company working? Yeah, well, I mean, it’s a really hard company, but like they built this thing, like check this out, in Austin, they have this first thing called Goods, which is like an autonomous, it’s Kind of like DoorDash or Instacart, but it’s like the fastest grocery pickup in the world. So you order it, and then two minutes, like there’s a crate of things that have been picked that gets whomped to you, and you go pick it up from your local, like Goods locker type of thing. That’s insane. Okay, so check this out. So he, I guess as a side project, he built this thing called Do Anything. And I want to give it a shout, because a lot of people know about Claude and these other things. And I thought this was a pretty cool site. So if you go to doanything.com, you’ll see it. But I’m going to show you what this can do. So check this out. I go to this thing. It says Do Anything. And it basically promises, just tell me what to do. I’ll go do it. It’s a to-do list that does itself. So I said, analyze my YouTube channel performance like you’re a world-class content strategist. The channel’s called My First Million on YouTube. It’s a podcast. I couldn’t even bother to give it the link. I was like, I don’t know. See if you can figure this out. So it thinks about it. And then it’s like, at first it asked me, it was like, hey, can you log in with YouTube? And I was like, no, I’m not going to do that right now. I don’t know the password. I’m just going to say no to that. Tell me what you could do. And so it says, okay, got it. And so it does the reflection. Now, here’s what it does. So here it gives you the State of the Union report. This is now like a couple minutes later. (Time 0:00:00)
  • Use AI To 10X Content Planning
    • Double down on contrarian, high-conversion content and optimize thumbnails and shorts-to-longs funnels.
    • Use AI to generate one-month content plans, scripts, and thumbnails to scale views quickly. Transcript: Shaan Puri Double down on contrarian wisdom. So instead of just guest X tells their story, it’s why everything you know about X topic is wrong. Get your thumbnails right, whatever. Get your shorts to lead to longs. And then it was like, I can help more. And so then then I said, okay, I said, create a one month content plan designed to 10X our monthly views while staying on brand and in our niche of business junkies, money, wisdom, and Cool business trends. Sam Parr Let’s just make a comment here. You did this 19 minutes before we were supposed to record. Yeah. Shaan Puri Yes, I did. And look what it did. Okay. So then it starts doing it and it’s like, all right, here’s a one month outlier content plan. And it started to say, look, we’re going to go all in on video essays because they’re going to have a higher conversion rate and a higher AVD. We’re going to make our thumbnails feel like a business documentary rather than like two guys talking on a podcast, like a Zoom call. And for topic selection, we’re going to look for things that are a big promise with low friction. Unsexy businesses, money traps to avoid, a one person million dollar portfolio, how to do it. And then it gave me this sheet that was like, here’s your plan. So it starts giving me actual videos, how to build a one-person million-dollar portfolio in 2026. And then it’s like, brutal truth series. So while you’re a nine-to is actually your biggest financial risk, the seven money traps that are keeping you poor, future hype, the next NVIDIA, the death of SaaS, what’s going to replace SaaS, inside the brain of a billionaire, how X built a billion dollar, a hundred billion dollar empire, 17 lessons from a thousand episodes of my first million. And then it basically starts to give you those. And then it’s like, would you like me to script these out? Which one of these do you like? Would you like me to come up with thumbnail ideas? And you just keep saying, yeah, yeah, go ahead. Keep going. Yeah. Have at it. Knock yourself out. You just do that. (Time 0:03:21)
  • Proactive Personal Software
    • Personalization and proactive assistance are the next AI frontiers: models will monitor your data and act.
    • Connecting Slack, Gmail, calendar, and GitHub lets tools surface and summarize what’s changed without prompting. Transcript: Shaan Puri So have you seen ChatGPT’s Pulse feature? Sam Parr Yeah, I pay for it. It’s expensive, but it’s pretty great. Shaan Puri But it’s cool, right? It knows what you’re already trying to do. And it’s like, cool, every day I’ll just proactively search for stuff and I’ll write stuff to you about the things you care about. Like you don’t have to prompt me. I’ll just come up with prompts and I’ll just serve it to you. And I just think like this is getting more and more that way where it’s like automatically triggered by reading going on. So I’m downloading these other tools that basically will like read all my Slack messages. And then based off of what’s being said, it’ll just go try to do the work. So Furkan is working on a tool like this called Nebula. It’s an app that you basically go in, you connect your Slack, your Gmail, whatever you want to connect, your Google Calendar. And it just knows it’s like, cool, if you give me your calendar, I know what meetings are coming up. I’ll just create prep docs for you for every meeting that you have coming up. (Time 0:05:18)
  • Capture Ideas By Talking, Not Typing
    • Replace slow typing with voice-driven workflows to capture raw ideas faster using apps like Whisperflow.
    • Record freeform thoughts, then feed transcripts into an editor to structure long-form pieces or chapters. Transcript: Shaan Puri So Whisperflow is pretty amazing. It’s an app that basically does just amazing text-to So that’s actually the wrong way of saying it. That’s kind of the nerdy way. What’s the real way of saying it? Typing is a pretty slow thing to do. It actually requires a lot of energy, and you don’t really realize it until you’re able to just, like, stop doing it. So what Whisperflow is, is it’s on your phone. So, like, if I go to our iMessage, there’s a thing that just says start flow. So all I do is I just click this button. And so any app that I’m in, right, this is not like just in chat GPT, or just in Gemini. I can do this in Slack, I can do this on Facebook, I can do this on Instagram, I can write a caption, I can write an email, I can do any I can do this anywhere. I just hit start flow. I’ll be like, and then it just now it listening. So I say, hey Sam, for today’s episode, do you want to do the AI episode? Next line. I’m thinking that we could each show two or three different cool apps. I’m not sure if you’ve already prepped it, but I have two for sure that I can do. Let me know what you’re thinking. Boom. And now it’s got that captured perfectly. And what’s cool about this is they, because this is all they specialize in, they start to notice like, oh, I like to break up lines. Like I kind of, I go back and I remove periods. I think they look too formal in text message. I think it makes you come across like an asshole. I will separate lines out with, by pushing enter. I don’t like big blocks of paragraph text. So it learns as I do that once, twice. Then the next time it’s just going to do it automatically. It’s going to format it automatically to look more like me. Mine will add bullet points. Sam Parr So I’ll be like, Hey, I’ve been thinking about, uh, I think I’ve been thinking about these three things. The first thing is this, the second thing is this other thing. And the third thing was this thing. Um, uh, also I was thinking, actually, I didn’t mean to say that also. Yeah. And so it does one, two, three. And then, yeah, when I said, actually, I didn’t mean that. I meant the fourth thing. Like it actually adds a fourth and it doesn’t say what I said previously. Shaan Puri And so this can be pretty powerful. Like I will go for a walk. I’ll go walk my dog, pop an AirPod in. And I can just come up with whether it’s an email or a blog post or something I’m trying to write, a book chapter, whatever it is. And I’ll just ramble. I’m just talking for like 30 minutes. I’m like, what I could say is that, you know, creativity is the new productivity. That the last 50 years have been about who can be most productive. But now with AI, everybody’s instantly productive. It’s actually about who’s got the best ideas. So creativity is the new productivity. I think that’s a good point. So I’ll just talk like that, just rambling. And at the end, I’ll just give that to, you know, ChatGPT or a different service. And I’ll be like, hey, can you remove the rambly parts and like structure this and organize this well for me? Make this into an actual book chapter. And it’ll like give me something that’s 85, 90% there. And I didn’t have to even have my phone out. (Time 0:08:39)
  • Business Biographies Turned Into Playbooks
    • Sam built a tool that ingests multiple business biographies and outputs a Notion-style business timeline and financial summary.
    • He tailors lessons to his own founder context and converts historical dollars to 2025 equivalents for practical insights. Transcript: Sam Parr I can download and then upload one to five business biographies all in the same person. Because the way that I tend to read is, let’s say I want to learn about Ted Turner. I’ll go and read literally three or four biographies on him to get different contexts. And so I made this for my pre-work, pre-reading. Because I’m kind of weird. I like to say, I’m going to learn all about Ted Turner. I’m going to go read these three or four or five business biographies. So I made a website where I can upload three or four or five of them, either PDF, EPUB, Mobi, or text versions. Shaan Puri So just to slow that down. So do you go to Amazon, you buy the Kindle thing, or you’re going somewhere else to get the PDF or the EPUB or whatever? Sam Parr I do read the hardcovers. But in order to make this work, the easiest part is to do some bootleg. So you do need to download them illegally, but I don’t feel bad because I’m paying for the book anyway. So anyway, I upload it to a website and I’ve been able to basically make a business Wikipedia. So let me explain what I mean. So here’s what the site looks like. So it’s called Bio to Notion because the output is going to be a Notion page. So here’s an example I had this book about Ted Turner, I uploaded it in the output, which I’ll show you in a second. It takes like five minutes. So I’m just gonna show you the final output is basically this. So check this out. So my output is a Ted Turner business empire timeline and financial history. And so the first part is it tells me three to five bullet points that I could read from his journey. Now, here’s my favorite part. It gives me a financial summary. So Wikipedia is great, but it doesn’t dive deep on the numbers. So it makes it challenging to actually understand how I can… Shaan Puri It’s not nosy enough. Sam Parr It’s not nosy enough. Yeah, I want to know about numbers. And so I create a financial summary of his whole entire life, where as you can see, I adjusted the money to 2025 era. And it will go through like each major portion. Shaan Puri So Ted Turner, age 24, he’s worth about $10 million in today’s money. He had a million dollar company back then. By the time he’s 31, he’s now worth maybe $16 million net worth. And then he crosses 100 when he’s 37 years old. Sam Parr Very cool. Yes. And then what it does is it goes through each section just like Wikipedia does and the milestones of someone’s life. Shaan Puri But I have it focused on- I gotta ask, on that table. So it’s taking raw info from the book, because the book is not telling you at age 31 he was worth an estimated this many dollars. It’s guessing. It’s kind of like it takes the raw and then it basically does AI analysis to try to figure out like, okay, if it said his company was worth X and he probably owned, let’s call it 75% at this Point, and then he would be worth this much money. Is that what it’s doing? Did you tell it to do that? Sam Parr I told it to do that. For example, Ted Turner, his father owned a billboard company. His father died when Ted was only 22 or 24 years old. And he, Ted, inherited the business. But in order to inherit it, he actually had to raise money, debt, in order to buy back a bunch of the assets. Because long story, his dad was mentally ill and sold a bunch of parts of the company and bad deals he had a range of money ted did to buy back the business so that’s why it says he had a million Dollar company and it was just adjusted to 10 million dollars and then as ted’s story grows he goes from billboard company to buying radio stations to buying tv stations to ultimately Buying the Braves, and then starting CNN in his 40s. And so this kind of paints the picture of his major transactions. Very cool. Shaan Puri Okay, love it. Already, I learned something, which is like the thing he’s known for, let’s call CNN. You know, didn’t start till he was 40. I’m not even 40 yet. You know, it’s like your best work could be ahead of you. Just one big takeaway right away. Sam Parr It’s crazy, right? And just like Wikipedia, because I love Wikipedia, I read Wikipedia like crazy. I love how they break it into a bio and they just give you like the stuff you need to know. So for example, Ed Turner, his father committed suicide. So Ted, at the age of 24, inherited the billboard business, which was saddled by debt with his father’s recent purchase of all these other companies. And then notice I converted to 2025 money. Then what I did was I had to add a section where it could apply it to me. So I actually uploaded to Claude a ton of information about me and my business. And I actually deleted it because I didn’t want to show it on here. But where it says Founders Playbook, it’s a section where it can apply that portion of his life to my life. So I can learn from certain tips. Because when you read a biography, sometimes you skip over the interesting learning because if it’s a biography, it’s often just facts, not what he did was really rare and you got to Pay attention to this particular point. Section of his life. And then what I tried to do, like, look, Founders Playbook, what you can learn. So when he created CNN, Bill could be in a category, create a new one. Survive the ridicule. So Ted was made fun of a whole bunch when he launched CNN. It was not easy for him. Here’s what people mocked him for. Shaan Puri The chicken noodle network, CNN. Sam Parr Yeah, they made fun of him all the time. Shaan Puri I feel like Trump could use that now as a great diss. Sam Parr It’s a pretty good one. And then what I tried to do, and this was actually quite challenging, was at the end, I tried to get a whole bunch of photos that were relevant to the era so I could make this… Visual timeline. Yeah, digital timeline where I could look at them. And this was actually a lot more challenging to figure out how to do. But it’s been really effective. I’ve done this now with like three or four different people who I love learning and reading about. And it’s made it so much easier because I used to do this in chat GPT, but I had to like prompt it in a certain way. And it was always really challenging. (Time 0:20:26)
  • The Year Of Mass Personalization
    • Mass personalization is the defining software trend: everything will be tailored to individuals.
    • Supply explosion plus algorithmic curation enables hyper-relevant experiences instead of one-size-fits-all products. Transcript: Shaan Puri Okay. So I have two big themes that I think are the themes of the year for AI. One of them is mass personalization. So everything personal for you. So what do I mean by this? You know, in the last 10, 15 years, I would say that if you just teleported from 15 years ago to today, so you’re like 2010, maybe even a little earlier, maybe 20 years ago, 20 years ago to Today. So you’re in 2006, snap my fingers, you’re now in 2026. What are the things that stand out to you? And I think one thing that would definitely stand out is, wow, not only is everybody on their phone, which is already like tiny computer, but like, what are they looking at on their phone? And I would say one of the biggest inventions was the news feed. And if you think 20 years ago, you know, we had all content was kind of like needed to have mass appeal. So you’d have the newspaper that gets printed and gets delivered to everybody. So it’s kind of got to be a little something for everybody. And now with the TikTok algorithm and the Instagram algorithm and the Facebook algorithm and all that, it’s not a little something for everybody. It’s a hell of a lot just for you. Yeah. Sam Parr Like I still remember coming home from school and like we would all watch TRL. Do you remember TRL? Shaan Puri Totally. Yeah. And, you know, if you look at some of the numbers of famous TV shows, it’s like the last episode of Friends had 55 million viewers. More people will view that than will view anything now, right? Some people foolishly, they’re kind of nostalgic for this. And so they’re like, I’m going to create something that has that. Or I want to get back to that. It’s like, no, no, no. We just didn’t have better options. People have voted with their eyes. They don’t want that. They want to look at something that’s hyper-relevant to them. My wife and me, we have very, very different tastes. Like I want to see, you know, the highlight from, you know, today’s NBA games. And she couldn’t care less about that. You know, she wants to see oddly satisfying people doing crochet on Instagram because it helps her de-stress after a day of kids or whatever, right? Like we have totally different content tastes and the algorithms now give us that. So this idea of mass personalization, something that would never have been possible, it became possible. Why? Because first everybody started creating, right? So instead of a journalist, you’d had bloggers. Instead of bloggers, you had tweets. And then, you know, instead of just tweets that are just text, you have some guys who just do just images. Some people who do just videos, some people who do just text. So everybody became a creator. Supply went up 10 million X. And then on the other side, the algorithm was able to editorially curate for you based on your signals automatically. So there was no human editor who had to choose what goes on the front page for you. Okay, that’s what news feeds did. So I think that’s what’s going to happen now for software. So I think it’s all personal software. So you just showed a piece of personal software, something that you really want to exist that I didn’t really need to exist. Today, all software gets built just like the newspaper industry. You know, centrally, some people, some really talented people make it, and they got to make something that’s going to appeal a little bit to everybody. But now, what you just did, you showed that you could make highly personalized software, not just Sam who likes business biographies, but Sam who likes business biographies and is Going through these challenges in life right now. And so tell him what he needs right now. That’s what that piece of software does. Okay. So I think that’s what’s happening overall here. And I think one category of personal, personal software is not just in apps, but in anything. (Time 0:30:42)
  • Vibe-Code Creative Outputs
    • Use vibe-coding: describe roughly what you want and iterate until the AI nails the vibe.
    • Prioritize taste over technical skill because AI handles execution while you direct creative choices. Transcript: Shaan Puri And then you’re like, yeah, but actually, I think I actually wanted this, sorry, right? Like you’re just at the table, you’re just ordering and the chef keeps making for you over and over and over again. You didn’t know exactly what you wanted, but eventually you sort of feel the vibes and you get yourself there. So that’s happening for everything. So I want to show you this. This is now happening not just code, but for other skills. All right, so I saw this on Twitter and this guy basically was like, hey, if you ever wanted to be able to make music, but you don’t know how to use Ableton and Fruit Loops or whatever, like All these tools, you don’t know what a MIDI is, you don’t know, you’re not like super musically talented. Watch this, just kind of describe what you want. So I thought we would, let’s make one together here. This is totally from scratch. So maybe this will be a bus. Maybe it’ll be cool. So basically you just describe what type, there’s not a song. This is like a beat in this case. And so it’s like, how would I do this? So for example, I coach this high school basketball team and we have like warmups before the game. We want it to be a hype situation. So I was like, oh, what if we created, so I was thinking like right now I could type in hype, basketball, intro, music for a high school team, high energy, build up, make the crowd wild. I don’t know what’s going to happen. I’m not even talking in music terms. I didn’t say a key. I didn’t say beats per minute. I didn’t say what instruments to use. I went straight to the end, as our buddy Elon says. And I just said, this is what I want. Make the crowd go wild with this. And so now you can see that this thing is thinking. And so you’ll see it’s saying, all right, I’m coming up with like some drums. I’m going to create a track for this. And you can see it’s created like stadium brass, 808 bass, drum kit. So if you look here on the side, it’s like, here’s the drum buildup. Here’s the 808 bass. So let me just play this. All right. I guess it’s giving me like the basics. All right. So now let’s say, and for each one of these, it’s like, hey, I made a hook. You want to keep that or you want to just like change it? Just do a different one. So let me say, so let me say add a big drop at the beginning. I want it to be, I don’t even know how to describe this. Let me just say like lower in tone, more masculine. Let’s just see what it thinks about that. And so now I’m going to send this. Have you seen that famous clip of Justin Bieber where he’s humming to an orchestra and they’re trying to follow along? Like the retard version of that. Sam Parr Go and look this up on YouTube. But it’s like Justin Bieber who, I guess, I don’t know if he knows how to play an instrument or not, but he’s humming to an orchestra, I guess. Or it’s like a 12 or 15 piece set. And he’s like humming what he wants and they eventually get it. This is sort of like that. Shaan Puri Keyword, sorta is doing some heavy lifting in that sentence. And it is cool that you’re able to do this. So I told it this thing. Now it’s like, all right, let me think. Let me try to do this. While this does that, I’m going to show you the one I made last night. So let me just… So I made one for the podcast. So I was like, I tried to create a podcast intro song as my first thing. So check this out. So I went back and forth a bunch, but let me just play this. Okay. All right. I’m intrigued. All right, so that was like a little intro loop you could do. And then you could put vocals on top of something like that, right? You can go and add vocals with this. That’s pretty cool. Or they’ll add vocals eventually to this. Sam Parr And it gives it, is it called a MIDI? So you can like, it’s like you can change the… Shaan Puri Yeah, so all of this is super exportable. So if you’re, let’s say you’re a DJ, let’s say you actually do have skill. You can export any of these individual pieces or the whole thing and alter it however you see fit. So the important thing here is basically skill and taste. To do something, you always needed both. You need skill and you need taste. The skill is like the actual knowledge of how to use the tools, musical knowledge, technical knowledge, things like that. Taste is, what do I think is cool? What do I think is interesting? What do I like? And now with AI, those got decoupled. You don’t need the skill. You just need the taste. If you have both, obviously you’re going to make better things, but like you could still be in the game if you just do this. So let’s just see what it did real quick. (Time 0:34:28)
  • A Personal Fit Finder For Online Shopping
    • Sam built a personal sizing app that matches his body measurements to product size charts and recommends exact sizes.
    • He uploads size charts and product links, and Claude Code returns a recommended size plus reasoning for vintage and international fits. Transcript: Sam Parr I went to a bunch of websites and I found the most common measurements that they ask you. And so I created this photo where I actually just measured all parts of my body that are common. So like thigh, knee, calf, and then like my sleeve length, whatever. And for a long time, if I was going to buy clothing from like a high-end store, I would actually send this to them occasionally. I would say, just send me the right stuff. You sent them this? Yes. To a high-end store? Yes. And it was incredibly effective. Shaan Puri What did they say? Sam Parr They’re like, I suggest that you buy this size. We’ve given this to security. You will not be allowed in the store. Shaan Puri You are now on a list. Sam Parr I’m telling you, it’s weird, but like it’s been very effective. Very strange, but it’s been effective. Now, here’s what I did. I used Claude code. Shaan Puri First of all, no way you measured all these things yourself. You had a friend or Sarah who measured these for you. You can’t physically measure all these things with one hand like this. Sam Parr No, I had to have my wife just sit there and do it. And it was a pain in the butt. And so for a long time, I would keep this in my Google Drive, and I would use it as reference when I would go and buy certain clothing. But the problem is that it was just kind of cumbersome. It was kind of a pain in the butt. And so what I did was I made an app using Cloud Code, where I would enter in all of those measurements. Then I would have to add two more things. The first thing is I would add a link to the product. So for example, let’s say I want to get a dress shirt. Let’s say I got to go somewhere and I got to wear a tie and I want to wear a guy. I got to get a dress shirt. A large or an extra large because I’m right in between sizes, but it has a size chart. And so what I did was I built an app where you take a photo of their size chart, then you get the link of the product. So they know it’s for this style of shirt, which should fit a very particular way. You entered in here. So here’s when I posted the link, then I just took a screenshot of the shirt size or of the size chart. And it tells me based off of, you know, these measurements, you should get a 16.5 inch shirt. And here’s my reasoning. And in order to like train it, I actually, there are a bunch of books on how clothing should fit. And I actually uploaded that to this, to like, to have like a reasonable good, to be like reasonably good at picking which sizes to buy. And so i’ve been using this and it’s been really effective and in fact i buy a lot of stuff off ebay because i think it’s fun i like finding vintage clothes and a lot of ebay sellers will put The measurements in there and the problem with vintage clothing is large extra large it doesn’t matter it’s irrelevant for old stuff and so you have to go buy the measurements and or If you buy european stuff large extra large it doesn’t really work because like if you buy like japanese stuff which i do like they’re they’re different sizes so i actually wear like A 3x in japanese stuff and so you have to follow the side guy size guy and so i made this and it’s been incredibly effective i’ve been using this for a little while um a couple weeks and i’ve Ordered like three items based off of off of the size it told me wow incredible it is incredible what you’ve made. Shaan Puri So you’re actually using this to buy stuff. Yeah. Sam Parr Would you think a guy wearing overalls in a Midwest trash trucker hat would be trying to find the right fitting shirt so there’s no collar gap when I wear a tie? You probably wouldn’t, but that’s called being eclectic, my friend. Shaan Puri You’re like, what are those food, like turduckens or like, you know, foods where it’s like, looks like one thing on the outside, but it’s wrapped, and on the inside is a whole different Animal that you just didn’t even know was there. That’s what you are, my friend. You’re a turducken. It’s pretty awesome. I think if you are a clothing nerd, you guys will understand what I’m talking about. Sam Parr Or if you’re like in between different sizes, it is kind of a pain in the butt to like figure out. Shaan Puri So are you going to publish these, or you’re just like, I’m just going to use these myself. I don’t need to make this available. Sam Parr Dude, the Anthropic, like the API stuff, it’s really expensive. Like I used like 40 bucks this weekend just like on me using it. I knew that shirt. Like it was really expensive, but like I’ll use it on eBay. (Time 0:44:26)
  • AI Command Center For Customer Success
    • Shaan’s company built an internal command center that reads HubSpot, call transcripts, Slack, and accounting to auto-generate customer insights.
    • The system predicts renewals, suggests expansion opportunities, creates tasks, and updates the task manager automatically. Transcript: Shaan Puri Okay, so what’s the high level? I have a company and it’s growing really fast. And it’s scaled into from zero to tens of millions in revenue in like two years. Normally to do that, you have to hire a lot of people, right? Because like it’s like a services business. Like you have a lot of clients and those clients need to be happy. Otherwise, they’re going to like leave at the end of their contract. And so how do you actually like manage all this? And so our team built this tool internally that does the following. It basically reads into all your stuff. So it’s like, cool, I got connection to HubSpot. I have connection to your Fathom video recordings from all your sales calls. I have access into Slack. I have access into your accounting software. So I know when bills get paid, I know I can read anything on the inside. Okay. That’s the first thing it does. Now check this out. Okay. So this is like, let’s say this is, so this is our dashboard. So any of our team, any of our sales team or customer success team can go in to look at a customer. Okay, so here’s a customer, right? And so you just see like, okay, what’s the overall, it auto-generates all of these things. Nobody had to manually enter anything. So it says, here’s the status they’re at, here’s when they started, here’s who’s working on it, here’s the link to their project plan, all that stuff. It automatically goes and grabs all that. Sam Parr Was this like a CRM that you built or is this like a… This is the tool. Shaan Puri We built it. So now if I click the renewal, which is like important, right? It’s like, it’ll say, here’s the current ACV. Here’s the target ACV. Here’s our, based on all the conversations we’ve had, like it goes and it reads the last status update, the last client call we had. It analyzes the sentiment. And it says, based on the sentiment, the client’s really happy. We have high confidence that they’re likely to renew. And then here’s the adjusted NRR that we think it’ll have. It’ll be a 7% expansion based off of what we see right now. So that’s the first thing you see, which is sick. Then there’s like an agent in here that we created. So you could just talk to the contract. You could just talk to the deal, to the customer record. And you could be like, hey, you know, tell me about what are the top three expansion opportunities that we should be pitching them? Like what other services do we have that they might be interested in based on what you know about them? And it’ll look at public info. It’ll look at the call transcripts. It’ll look at whatever to try to figure that out. It’ll look at our internal database of services we offer and cross-check all of them. And it’s like, we think it could offer X, Y, Z. And then it’s like, cool, can you make a to-do list or make a to-do action, a task for me? It’ll update automatically in like our task manager of who’s going to follow up about these expansion opportunities and when. And then it goes and it creates the task. And now that’s a task that’s sitting there. And anybody else in the company, if they want to go look at this customer, they can see this conversation and they can actually benefit from it. (Time 0:48:47)
  • AI Creates Opportunities
    • AI is like adding a massive number of chairs in a game of musical chairs.
    • It’s creating new products and categories, vastly expanding the opportunity landscape.
    • Despite increased competition, the sheer number of opportunities outweighs the challenges.
    • Shaan Puri argues that the multiplier effect on potential wins and ease of building makes this a better environment than having fewer competitors. Transcript: Sam Parr Like does it, it works good enough that it adds a lot of value? Shaan Puri Yeah, this is like our command center for the business. There’s one guy built this whole thing in like, you know, three months. Sam Parr There’s so much information and so much stuff happening. It’s so fast. I am, I’m very thankful. I’m not 22 right now. I’m very thankful. I’m in the position where I’m in now to be able to use this stuff. But it would be easier if you were 22, it’d be easier than ever to be successful. The competition is way harder. But the opportunity is like, uh, it’s kind of like musical chairs. Shaan Puri If you’re playing musical chairs and suddenly five new players get added to the game, they double the number of players in the game. Yeah, it gets way harder. But if you 50X the number of chairs and you add 50 people, it doesn’t matter. There’s still so many chairs to go sit in. That’s AI. AI is like every single product in every single category, plus a whole slew of new categories just came up for grabs because changes what can be done. And so the opportunity set is so much bigger that, yeah, there’s more competition, but it doesn’t matter because you would rather have this (Time 0:51:56)
  • Get To ‘Just Good Enough’ With AI
    • You don’t need to be the top AI expert to win; being average in AI multiplies domain expertise.
    • Combine your existing domain skill stack with modest AI ability to become disproportionately effective. Transcript: Shaan Puri And he goes, yeah, I’m playing. I’m constantly messing with cloud code and figuring out what I can do. He basically just appointed a AI general manager. So he’s like, yeah, I actually just like hired a, like not a human. He’s like, I just created AI that can be like a manager for these projects. And I’m trying to see how good I can make that. He told me that just in improving customer support with AI and like building, like making the developers more productive and getting rid of his like junior programmers who were not Very good, not good at using AI. Just with those three changes, he’s like, we doubled our profit margin. They’re already a billion dollar company. So imagine doubling your profit margin off of something like that. It’s so insane. By the way, here’s my last perspective that I think is helpful because I feel like this somehow you were excited and then you ended stressed out. So here’s my last perspective that I think is helpful. I think if you put on yourself that you need to become a top 1%, 5%, or even 10% kind of AI builder user, that’s the wrong frame. All you need to do is say, all right, I’m already top 10% in business, in content, right? You’ve already done all that in your life. And now if you just get to like 50 percentile in AI, which is not that hard to do, it multiplies against all your other skills. So the wrong game to play is let me go try to beat all the, you know, AI geniuses who are spending all day doing this stuff and are more technically oriented than me. That’s the wrong game to play. The right game to play is I already know a lot of stuff. Imagine if I just got, you know, for other people who have my skill stack or my domain knowledge about this industry I’m in that I’ve been in for 10 years or 20 years, how do I just use just A little bit of AI, right? (Time 0:53:23)