you’re doing a great job, and the guests are great. I would though encourage you to not interrupt your guests, let them finish, wait with silence a few seconds, they’ll share even more than they initially did. Diary of CEO is good at this. Best
The quality of the guests I've never heard of is high here and often beats big names. Your productive disagreeability gets the most of the interviews as well.
@@hossein_sarshar That's true. It brings to mind Paul Graham's "How to Do Great Work": “Nerds have a kind of innocent boldness that's exactly what you need in doing great work. It's not learned; it's preserved from childhood.”
I'll help break down this interview into key segments and themes. Let me analyze this thoroughly. Introduction & Personal Reflection [0:00-1:06] - Opens with personal reflection on never-before-shared story about wasting time in late 20s/30s/40s [0:00] - Brief mention of feeling like a "lonely wolf" and living in his head [0:17] - Host references previous successful episode and audience response [0:42] Why Does Product Matter More Than Innovation in AI? [1:06-8:14] - Discussion of AI product development vs innovation [1:12] - Story of UiPath's early days using OpenCV for automation [2:01] - First niche market competing against Blue Prism [3:55] - Importance of product experience over model sophistication [5:30] - Discussion of using Alibaba's Gwen model [5:43] - Perspective on multiple specialized models vs monolithic models [6:53] What's Next for UiPath with Product as the Priority? [8:14-9:15] - Major shift in company's software building approach [8:29] - Moving to AI-first experience [8:56] - Building agentic AI approach from ground up [9:03] Why Is RPA Compatible with Orchestration & Agents? [9:15-13:33] - Explanation of RPA's sweet spot in business processes [10:52] - Discussion of rule-based vs non-rule-based tasks [11:24] - Role of orchestration in connecting different parts [13:59] Enterprise Adoption & Implementation [13:33-28:34] - Discussion of data migration concerns [22:19] - Timeline for agent adoption and trust [18:38] - Wall Street's valuation of UiPath [25:43] Leadership & Personal Insights [42:04-1:06:29] - Biggest challenges as CEO [42:04] - Reflections on IPO experience [42:46] - Discussion of founder mode and leadership [43:49] - Personal management style and team motivation [46:31] - Work-life balance and personal philosophy [52:44] - Quick-fire round covering various topics [56:57] Key Themes Throughout: 1. The importance of product experience over pure technological innovation 2. The complementary nature of RPA and AI agents 3. Enterprise adoption challenges and opportunities 4. Leadership philosophy and personal growth 5. Balance between ambition and contentment The conversation concludes with reflections on UiPath's future and the potential for a "second act" in the agentic space.
In RPA, I find that people think their jobs are not rule based, but usually they just haven’t asked themselves why they make a decision to zig or zag. If there is a “why”, there is a rule. It may be complex, but it’s there.
Well said. I get that from business users. Some people think what they do is impossible to automate. Maybe they truly think that or just fear of losing their job. A good standardized business process should be rule-based. If not, then something is probably not right. I also find that from a technical perspective, solution design is very important. It will determine the scalability and maintainability of the automation for the long term.
Agentic automation is going to be a winner takes all type of market. Everyone will be using the best and the cheapest model for their use case and everyone else will be left in the dust.
AI as an active questioner rather than just a passive responder could play a huge role. Prompting the agent is the most difficult part for most people when using AI agents.
great podcast! businesses employ people, who make mistakes, but fix their mistakes, cause they are smart. same businesses, will get along with intelligent systems too, and will love them, cause their speed is 100-1000X more than people.
Wow great question at 30:15 - was thinking the same thing about AI relegating us to just checking their errors and how dull it would be and you ask the same thing. And it’s very telling that he avoids a direct answer. Would be nice to push him on this one.
Actually becoming validators is not a bad thing. The way I see is that this will boost both productivity and creativity. Why am I saying that? Because let operational repetitive tasks be taken over by rule based RPAs and non rule based agents, with us becoming sole validators. This would allow us to focus on the true creative and challenging tasks such as designing systems, architectures, strategies. I’d love it.
I’m confused about the autonomous driving car comparison. We have fully autonomous Waymo taxis in San Francisco, LA, Phoenix, etc…they’re already here and I ride in them. Is he referring to something else? Or was this shot before the cars were available to the public?
Totally disagree with argument about RPA vs Agentic flows. You can create a rule based using agents too in fact it can also be dynamic & not as rigid as RPA. The biggest problem with RPA flows are they require a ton of effort (including cost of hiring system experts) to set up & generally are very brittle. At the same time, agentic flows if done right can be set up any person & should be easy to deploy/change. I feel its the classic innovator's dilemma in play.
IMO, RPA makes more sense than AI because it uses fewer resources, is simpler, and more predictable. But we’re not talking about facts here-the stock market is a beauty contest, and RPA isn’t that exciting. Moreover, it’s too simple a use case to build a multi-billion-dollar company around. Dines got lucky once, thanks to Cathie Wood, but now OpenAI has stolen the show. I can do RPA just fine using ChatGPT and playwright. He can appear on as many podcasts as he wants; it won’t make the numbers go up. I suggest they pivot the fundamentals of UiPath if they want to survive.
Okay, Okay, Okay, I need the price to go up. I can't take this anymore. Everyday I'm checking the price and it's dipping. Everyday I check the price, bad price. I can't take this anymore man. I have over-invested, by a lot. It is what it is but I need the price to go up. Can CEO do something
RPA is not AI, its a reference they use mainly for promo purposes. Inevitably giants like MSN will kill all those players like AA, BP, UP by offering seamless integration with OpenAI. They use Alibaba LLM because of price, period.
Was it a paid a promo video? You failed to apply any critical thinking and touched none of the scandalous practices surronding this subject. Useful puppets always come handy and relatively cheaply these days..
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Fascinating conversation. I feel like I am getting in the machine room of UiPath. My respect for the company, and Daniel Dines is growing.
you’re doing a great job, and the guests are great. I would though encourage you to not interrupt your guests, let them finish, wait with silence a few seconds, they’ll share even more than they initially did. Diary of CEO is good at this. Best
The quality of the guests I've never heard of is high here and often beats big names. Your productive disagreeability gets the most of the interviews as well.
+ his no ego personality is bold - his is amazing
@@hossein_sarshar That's true. It brings to mind Paul Graham's "How to Do Great Work":
“Nerds have a kind of innocent boldness that's exactly what you need in doing great work. It's not learned; it's preserved from childhood.”
I'll help break down this interview into key segments and themes. Let me analyze this thoroughly.
Introduction & Personal Reflection [0:00-1:06]
- Opens with personal reflection on never-before-shared story about wasting time in late 20s/30s/40s [0:00]
- Brief mention of feeling like a "lonely wolf" and living in his head [0:17]
- Host references previous successful episode and audience response [0:42]
Why Does Product Matter More Than Innovation in AI? [1:06-8:14]
- Discussion of AI product development vs innovation [1:12]
- Story of UiPath's early days using OpenCV for automation [2:01]
- First niche market competing against Blue Prism [3:55]
- Importance of product experience over model sophistication [5:30]
- Discussion of using Alibaba's Gwen model [5:43]
- Perspective on multiple specialized models vs monolithic models [6:53]
What's Next for UiPath with Product as the Priority? [8:14-9:15]
- Major shift in company's software building approach [8:29]
- Moving to AI-first experience [8:56]
- Building agentic AI approach from ground up [9:03]
Why Is RPA Compatible with Orchestration & Agents? [9:15-13:33]
- Explanation of RPA's sweet spot in business processes [10:52]
- Discussion of rule-based vs non-rule-based tasks [11:24]
- Role of orchestration in connecting different parts [13:59]
Enterprise Adoption & Implementation [13:33-28:34]
- Discussion of data migration concerns [22:19]
- Timeline for agent adoption and trust [18:38]
- Wall Street's valuation of UiPath [25:43]
Leadership & Personal Insights [42:04-1:06:29]
- Biggest challenges as CEO [42:04]
- Reflections on IPO experience [42:46]
- Discussion of founder mode and leadership [43:49]
- Personal management style and team motivation [46:31]
- Work-life balance and personal philosophy [52:44]
- Quick-fire round covering various topics [56:57]
Key Themes Throughout:
1. The importance of product experience over pure technological innovation
2. The complementary nature of RPA and AI agents
3. Enterprise adoption challenges and opportunities
4. Leadership philosophy and personal growth
5. Balance between ambition and contentment
The conversation concludes with reflections on UiPath's future and the potential for a "second act" in the agentic space.
Amazing, both the interview and the guest. Hope they can pull it off, I personally am excited for their opportunity.
Excellent conversation. Thanks to both of you
As someone starting to dabble in the space, this conversation really helped to make sense of the realities. Thanks to both of you!
somehow hadn’t heard of daniel before, came across really well. great interview both
lovely to see non-US founders
I live in US and I find interesting ideas & nuisances from founders & experts from other continents.
Your shorts are getting shorter! Your guests are getting bigger and your interviews even more interesting.
😂😂
In RPA, I find that people think their jobs are not rule based, but usually they just haven’t asked themselves why they make a decision to zig or zag. If there is a “why”, there is a rule. It may be complex, but it’s there.
Well said. I get that from business users. Some people think what they do is impossible to automate. Maybe they truly think that or just fear of losing their job. A good standardized business process should be rule-based. If not, then something is probably not right. I also find that from a technical perspective, solution design is very important. It will determine the scalability and maintainability of the automation for the long term.
Agentic automation is going to be a winner takes all type of market. Everyone will be using the best and the cheapest model for their use case and everyone else will be left in the dust.
I believe quite the opposite to it being a winner take all, but I respect your opinion.
Great guest! Love the vulnerability
AI as an active questioner rather than just a passive responder could play a huge role. Prompting the agent is the most difficult part for most people when using AI agents.
great podcast! businesses employ people, who make mistakes, but fix their mistakes, cause they are smart. same businesses, will get along with intelligent systems too, and will love them, cause their speed is 100-1000X more than people.
Can see Harry covering his face when Salesforce CEO Mark was being attacked 😂
Remarkable insight on so many levels.
Great voices period. ❤❤❤❤❤❤
Wow great question at 30:15 - was thinking the same thing about AI relegating us to just checking their errors and how dull it would be and you ask the same thing.
And it’s very telling that he avoids a direct answer. Would be nice to push him on this one.
UiPath is better in Daniel's hands now more than ever
Actually becoming validators is not a bad thing. The way I see is that this will boost both productivity and creativity. Why am I saying that? Because let operational repetitive tasks be taken over by rule based RPAs and non rule based agents, with us becoming sole validators. This would allow us to focus on the true creative and challenging tasks such as designing systems, architectures, strategies. I’d love it.
20:30, why use RPA as an iPaaS instead of an actual iPaaS? Salesforce will position with MuleSoft
Good questions! But unfortunately good questions has no value if you don’t let him answer them without interrupting
Interesting guy
From one lone wolf to another, tip of the hat to you, sir.
solid channel
I’m confused about the autonomous driving car comparison. We have fully autonomous Waymo taxis in San Francisco, LA, Phoenix, etc…they’re already here and I ride in them. Is he referring to something else? Or was this shot before the cars were available to the public?
Those are only 3 cities among thousands in the whole world.
No we don’t. Haven’t seen one AI car! All demos run by remote ops?!?
Waymo is not autonomous. What’s the point in lying. An autonomous car has yet to ride on a public road
GREAT INTERVIEW! Very bullish on Daniel based on what he is saying here.
Totally disagree with argument about RPA vs Agentic flows. You can create a rule based using agents too in fact it can also be dynamic & not as rigid as RPA. The biggest problem with RPA flows are they require a ton of effort (including cost of hiring system experts) to set up & generally are very brittle. At the same time, agentic flows if done right can be set up any person & should be easy to deploy/change. I feel its the classic innovator's dilemma in play.
Will you ever give credentials to a payroll system to an agent? No. But you can grant credentials to a robot, it is standard procedure
IMO, RPA makes more sense than AI because it uses fewer resources, is simpler, and more predictable. But we’re not talking about facts here-the stock market is a beauty contest, and RPA isn’t that exciting. Moreover, it’s too simple a use case to build a multi-billion-dollar company around. Dines got lucky once, thanks to Cathie Wood, but now OpenAI has stolen the show. I can do RPA just fine using ChatGPT and playwright. He can appear on as many podcasts as he wants; it won’t make the numbers go up. I suggest they pivot the fundamentals of UiPath if they want to survive.
Bear case for agents
Okay, Okay, Okay, I need the price to go up. I can't take this anymore. Everyday I'm checking the price and it's dipping. Everyday I check the price, bad price. I can't take this anymore man. I have over-invested, by a lot. It is what it is but I need the price to go up. Can CEO do something
Get help
@ where from? Your broke community? I don’t think so
RPA is not AI, its a reference they use mainly for promo purposes. Inevitably giants like MSN will kill all those players like AA, BP, UP by offering seamless integration with OpenAI. They use Alibaba LLM because of price, period.
Good podcast. Good to learn from experiences of someone like @daniel. Thank you !
Was it a paid a promo video? You failed to apply any critical thinking and touched none of the scandalous practices surronding this subject. Useful puppets always come handy and relatively cheaply these days..
Wtf are you wearing?