CEO @ScribeHow. Alum @greylockvc @mckinsey @princeton. Here to make AI work in enterprise. Building specialized intelligence for teams & agents.

San Francisco, CA
Media is full of stories meant to make us mistrust and hate each other. Here’s a story of a 9/11 hero - a 24yo kid who, trapped in the towers, selflessly decided to save almost a dozen people rather than himself. He found a path to safety and instead chose to go back in to rescue more survivors. On that awful day - and all of the ordinary days - there are countless acts of human good. Of people who put others before themselves. Of the kindness of the human spirit. Let’s drop the rage clickbait and share those.
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The jobs apocalypse is postponed. An AI jobs boom is here According to @TheEconomist, AI is actually proving to be a net job creator in the US, easily generating over 1M new positions (from data center construction to AI engineering) to offset back-office layoffs. While routine admin and customer service roles face real disruption, the overall labor market is proving resilient. economist.com/finance-and-ec…
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100% of our team is active on AI tools. 71% of our org is active in Claude alone daily. Here's what got us there: 1. We set the expectation that AI fluency is a baseline expectation at Scribe, and a big part of how we move faster and win. Usage spiked every time we celebrated AI wins at All Hands. People saw what was possible, then went and did it themselves and got celebrated for it. 2. We didn't insist on building everything in-house. Buy was often the right call. No tooling to maintain, faster time to value. 3. We gave everyone access with limits by team. While a person knows their own workflow and where AI can help best, we didn't want unintentional token waste. We shared efficiency best practices across the org like delegating to sub agents and watching the session length to make this work.
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Companies have years of data that exists nowhere else on the internet. Thomson-1 is the first example. It's trained on decades of proprietary content, technology, and domain expertise no other company can match. The result is a model Thomson Reuters fully controls, without the heavy inference costs of typical frontier models. The model has been trained on less than 10% of Thomson Reuters content so far, and is still on par with the latest frontier models across a range of tasks.
Now that the base open weights AI models are getting far better, and post training infra is becoming more mature and commercialized, there are going to be all new plays for companies that have large amounts of data to have their own models. Licensing data for external model training was previously the only play if you had a large corpus of information, but you can now reasonably go and train your own models as well without incurring the cost and complexity of competing with the labs on research. The general purpose frontier models will still have a leg up in broad areas due to the ability to handle the widest set of tasks, but you can absolutely see a future where we have far more models than today across every vertical and domain.
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A few observations on AI transformation in the enterprise from recent conversations: * “Agentic” does not necessarily mean fully autonomous. The more durable implementations are combining deterministic workflows with AI steps, especially where reliability and debugging matter. * The real work is selecting the right workflows to automate, integrating fragmented data, setting governance, and helping teams change how they work. * Security and privacy are hard requirements. Clear controls over approved apps, user privacy, and employee review materially affect adoption. * Human-in-the-loop is still the default for consequential outputs. One team put it well: AI is great for the middle-to-middle. Brainstorming and final review should stay with a human. * Companies are becoming more selective after broad experimentation. Teams are moving away from unlimited AI-tool purchasing (no more "let a thousand flowers bloom") toward measurable ROI and business case requirements. * Token efficiency is becoming real operational work: model routing, shorter contexts, sub-agents, and centralized observability layers.
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It's the same planning fallacy - we overestimate how much we can do in the short-term, and underestimate how much we can get done long-term. It's so common in tech, it has a name - Amara's Law. People see how sophisticated the models are and get happy eyes about what's possible....and then get hit by the reality of actually making that work in the enterprise. It requires so much more than just great models.
This chart from @McKinsey is very telling and reflective of human nature and organizations. Impact of AI on organizations is slower than anticipated, as it is with almost all technology. However, expectations continue to be aggressive. We overestimate AI's impact in the short term and underestimate it in the long...
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Had a great conversation with @DataFramed about why agents haven't dramatically changed knowledge work (yet) and why companies must harness their specialized intelligence first. The models are PhD-level at this point, but none of that training tells them how your company uniquely works. That's what I mean by specialized intelligence - the accumulated decisions, judgments, and exceptions you've built up to serve customers and ship product your way. It's real IP, but it's still stuck in people's heads instead of being something that you can apply to your AI to build a generational advantage for your business. At Scribe, we're working with 90K+ companies (including 50% of the F500) to help them harness their specialized intelligence and turn it into an asset that keeps compounding. Listen → datacamp.com/podcast/what-do…
AI agents don't need to get smarter. They need to learn how your company works. Jennifer Smith (CEO, Scribe) on DataFramed: why generic AI isn't a moat. Listen → datacamp.com/podcast/what-do… #DataFramed #AIatWork
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We talked to senior enterprise leaders to understand where AI transformation actually stands right now. The same problem kept coming up: they don't know if their AI investments are creating value, or if they're even being pointed at the right problems. → More than half say the #1 reason AI initiatives fail is lack of data on how work actually gets done → Most organizations lack systematic methods for identifying automation opportunities and instead rely on leadership intuition and hunches → A third of leaders say the biggest barrier to moving faster is getting team buy-in and managing change. Employees are interested in AI, but many lack a clear starting point, training, and confidence about what adoption means for their roles.
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Jennifer Smith retweeted
It feels like we've hit diminishing returns on intelligence for many tasks We may no longer see every product auto-switch to the next frontier model upon release This is great for app-layer builders (many opportunities to bring down COGS!)
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AT&T is routing 40% of AI usage to open models, and intends to increase it to 60-70%. Frontier models should not be default for most ordinary enterprise work. This is the exact guidance we've given internally - use frontier models for critical work and route everything else to cheaper models. As @JayaGup10 wrote, "frontier systems should be reserved for the smaller set of tasks where additional intelligence still changes the outcome."
open source AI is...happening? :) Anthropic & OpenAI better hope AT&T is the exception, not the rule
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Controlling AI costs is top of mind. At Scribe, we've given the following guidance to our team: 1. Delegate to sub-agents wherever possible. Smaller, faster models handle a lot more than people assume once the task is tightly scoped, and you can give each sub-agent its own model and thinking-effort level for what it's actually doing. 2. Watch session length. Long threads are the number one source of wasted spend, since every new turn replays the entire conversation from the start. 3. Use handoffs. When a thread goes deep on one subproblem, ask the agent to write up a handoff doc summarizing where things stand, then start a fresh thread from that instead of dragging the whole history forward.
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The next frontier of enterprise AI is about how you bring general intelligence, what's coming out of the labs and the models, to bear in the specific operating context of a firm. A company's value is it's specialized intelligence or "special sauce." The accumulated set of decisions, judgments, and exceptions that add up to how they uniquely service customers, ship a product, manage exceptions, etc. The models are incredibly intelligent, and have been for quite some time. But to see outcomes, companies have to make this context on how things get done legible for both their people and agents.
Imagine replacing every employee at American Airlines, Home Depot or Medtronic with a math olympiad who approached every task as a problem of discovery. Costs would not fall, but would rise rapidly and dramatically as every routine decision would be re-examined from first principles. The organization would drown in intelligence it cannot productively use or absorb
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A lot of leaders I talk to want to "agentify everything" and transform the whole business. While you can absolutely do that, there are a bunch of quick wins on the way there that don't need any of that. There is massive opportunity in looking at what your best people are doing and replicating that across the team. When I was at McKinsey, if you wanted to make an ops team more efficient, you'd find the person who consistently outperformed everyone else and ask them why. They'd usually pull out a binder of shortcuts they'd built for themselves - never shared, never written up anywhere. That binder became the new standard for the whole team. What's changed is that finding that person and mapping what they actually do used to take a team of consultants weeks. Now, an LLM can watch how work happens across your tools and turn it into a workflow map on its own at a scale no human team could match by hand.
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Jennifer Smith retweeted
Really interesting analysis! Don't throw unlimited tokens at people who aren't yet fully ready to use them.
How much should you spend on AI tokens per engineer? Wrong question. The right one: how AI-native is your engineering practice? AI-native teams produce more high-quality output per token the spend compounds. Teams that handed engineers tools without rethinking the SDLC just burn tokens on the same old process. Spend follows maturity. Rethink your entire SDLC from ground up for AI Native teams.
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Great breakdown. The part to own is your specialized intelligence: how your best people actually do the work. The judgment calls, the unspoken expectations, the workarounds that never made it into a doc.
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This matches how our own thinking has shifted. Scribe started as something people used to capture and share how work gets done. Now, we're also building for agents. What an agent needs most is your company's specialized intelligence in a form it can actually use. In our own testing, agents with access to Scribe's structured data performed ~70% better.
I think most software will be created by AI, and increasingly most software will also be consumed by AI on our behalf. So we’re going to see an explosion of software, not a reduction. Looking at my own usage, I estimate that: • For every web search I do, AI does 1,000x more • For every email I send, AI sends 100x more • For every SMS I send, AI sends 10x more • For every spreadsheet I open, AI probably queries/manipulates 1000x more data behind the scenes The conclusion is pretty simple: we should start building software for agents, because agents are going to become the primary users.
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100% agree. The optimism I see on here is pretty disconnected from what I actually hear talking to enterprise leaders. Supporting agents means fundamentally changing how you work, and that takes enormous upfront effort: making your specialized intelligence legible and usable across the org instead of leaving it in people's heads.
A lot of folks don't realize we are still in inning 1 of AI adoption. The average employee at the average enterprise doesn't even have a Claude or GPT license yet. And 90%+ of those that do are still trying to figure out what to do with it. And yet across the board the industry sees unlimited demand and is compute constrained. Invest accordingly...🤞
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Jennifer Smith retweeted
AI agents are exposing how much of every company was held together by people quietly filling in everything nobody bothered to explain. The work was never as organized as it looked. People just knew what everyone meant.
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