

Giant Robots Smashing Into Other Giant Robots
thoughtbot
A podcast about the design, development, and business of great software. Each week thoughtbot is joined by the people who build and nurture the products we love.
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Aug 8, 2024 • 46min
537: Navigating the Startup Ecosystem with Marc Gauthier
Marc Gauthier, a solopreneur and startup coach, shares his inspiring journey from coding at a young age to founding The Shadow Boxing App. He discusses the dual challenges of scaling startups while maintaining software reliability. Marc emphasizes the crucial balance of speed and efficiency in development, alongside insights on team dynamics and market timing as key to startup success. He also offers a glimpse into the future of AI in software, expressing hope for its potential to enhance human capabilities while navigating the complexities of the startup ecosystem.

Aug 1, 2024 • 44min
536: Exploring AI and Mental Health with Sara Wilder
In this podcast episode of "Giant Robots On Tour," hosts Sami Birnbaum and Rémy Hannequin explore mental health in the age of artificial intelligence with Sara Wilder, a Therapeutic Life Consultant and Licensed Clinical Social Worker. Sami shares his own brief foray into psychotherapy before transitioning to tech, highlighting the relevance of mental health in today's rapidly evolving technological landscape. Sara, whose path to therapy was influenced by her personal struggles and a desire to help others, discusses her unique approach as a Therapeutic Life Consultant, which blends traditional therapy with direct coaching and consulting.
Sara elaborates on her journey and how the COVID-19 pandemic pushed her towards integrating technology into her practice. She transitioned from in-person sessions to virtual consultations, emphasizing the impact of this shift on mental health and brain function. Sara's interest in AI stemmed from her need to scale her business and her desire to use technology to aid her clients. She discusses her experience with AI tools like ChatGPT, both the benefits and challenges, such as generating relatable content and addressing AI "hallucinations." Sara highlights the importance of using AI ethically and maintaining human oversight to ensure the authenticity and accuracy of AI-generated outputs.
The conversation also delves into broader concerns about the impact of AI and technology on mental health. Sami and Rémy discuss the addictive nature of technology and its parallels with substance addiction, emphasizing the need for self-imposed boundaries and emotional intelligence. Sara shares insights into how AI can be a valuable tool in therapy, such as using AI for social anxiety role-playing or to generate conversation prompts. The episode concludes with a discussion on the balance between leveraging AI for efficiency and maintaining human connection, stressing the need for ongoing education and ethical considerations in AI development and deployment.
Follow Sara Wilder on LinkedIn. Visit her website: sarawilderlcsw.com.
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Transcript:
SAMI: Yes, and we are back. And this is the Giant Robots Smashing Into Other Giant Robots podcast, the Giant Robots on Tour series coming to you from Europe, West Asia, and Africa, where we explore the design, development, and business of great products. I'm your host, Sami Birnbaum.
RÉMY: And I'm your other host, Rémy Hannequin.
SAMI: Okay, if you're wondering where Jared is, we finally got rid of him. No, that's a joke, Jared, if you're listening. He was my previous co-host. You can go back to our other podcasts. But we've got Rémy on board today. And you could take a look at our previous podcast, where we introduce the Giant Robots on Tour series, where you'll find out about all the different co-hosts. And you can learn more about Rémy's sourdough bread.
Joining us today is Sara Wilder, a Therapeutic Life Consultant, Licensed Clinical Social Worker, and Clinical Addictions Specialist.
Okay, Sara, this is going to sound a little bit strange, but, actually, once upon a time in my own life, I kind of wanted to be you, not exactly you because that would be even more strange.
SARA: [chuckles]
SAMI: But before I got into coding and tech, I was interested in psychotherapy. And I started a course and, for different reasons, it didn't work out, and I never pursued that career. But what's really interested us about you is the work and research you're doing around mental health in this new world of AI, artificial intelligence. You have a really interesting talk coming up at the CreativeVerse Conference in North Carolina. And we actually have Fatima from thoughtbot who's going to be presenting at the same conference.
And you're specifically talking about prioritizing mental health in the age of AI. And there is so much we want to ask you about this. But before we do, I always like to go back to the start with my guests. Everyone has a story, and I'm interested in your journey. What led you into the world of therapy?
SARA: Well, to unpack that, it's, like, probably way too long for this podcast, but in a nutshell, I had no idea what...I did not want to be a therapist when I grew up, so thank you for wanting that more than me. But I landed here, I think, partly just because of, you know, I always wanted to help people. I never really knew what that was going to look like. I thought it maybe was going into nursing or more of the medical side. But really what landed me here and made me stay here and really choose to stay in my profession...because, at one point, I was like, no, I'm not sure I could do this for the rest of my life; this is a lot. But it was really my own suffering.
I had to take a really hard look at where I came from, what I had gone through, and why I wanted to just, you know, like, help people, but then try to keep changing how I did that. And I'm glad I chose to stay put in this kind of therapeutic, you know, life. Therapeutic life consultant is a term that I kind of formulated myself because I'm not quite a traditional therapist anymore. I'm not sitting in an office with the couch. We talk a lot about our relationship with our mothers.
But I have more of a personality that's direct and kind of coaching. And I want to go more into consulting and help people understand how to do their own healing work using my clinical background of being in diagnostics in different hospital settings, stuff like that. And because I had to do my own work, and I had to understand how to make sense of how my pain and my suffering was holding me back, and how I could turn that really into something that could help me thrive.
SAMI: Yeah, I think that's really powerful. I think that's a really powerful place to be able to come from, you know, to be able to kind of take your own challenges and the things that you've struggled with. And it's kind of like almost sometimes you have...the best teachers are the people who've gone through it themselves. And I can imagine that's been quite a journey. If only we had a longer podcast, right?
SARA: [chuckles]
SAMI: We could go into all our journeys. But it's super interesting. And, specifically, what has then kind of propelled you more towards looking into the tech aspect of it, right? So, I'm assuming...well, AI, at least, is relatively recent. And so, I'm assuming when you started out, it was more, like you're saying, a therapeutic setting, a life coaching setting, and now there's this sort of other angle, which is kind of coming into it. So, how did you end up getting involved or interested in the tech or the AI side?
SARA: I am an entrepreneur myself. When we go into what we call private practice, there is an element of business that most of us don't know. They don't really teach you business in social work school, and I kind of had to figure it out. But what really pushed me off that ledge to just figure it out and fly was COVID. And I, you know, went from a traditional office with the couch to being virtual. And it was going to be temporary, but I made the decision, and it was quite a difficult decision, given what I had already experienced in helping people through that transition, you know, going from traditional office spaces to at-home working.
But it was, yeah, I really had to understand the impact of technology on my practice, let alone my life. Working from home is a very different lifestyle when it comes to understanding what mental health means. You know, working from home and brain health is a big focus of, you know, what I discuss with my clients and educate them on. But more recently, and this is kind of how I got into the conference, when I started realizing that a lot of my own mental health was...I needed an outlet of creativity of something to be able to help me cope. I realized my business, and my content, and my passion could be that. So, I had to figure out how to scale myself.
And I'm still learning AI. I have an assistant, and she helps me. I have to use her to help me use ChatGPT because it is a beast if you don't know not only just learning the program but learning how to use it and also for it to really be authentic and not necessarily something that, you know, the bot just develops content for you, and you don't make it your own. So, it's a big old brain twister. And the concept of perception is very delicate, let alone with AI. But when you bring it into the tech world, it's a completely different type of language.
RÉMY: Since you started working with AI, you mentioned ChatGPT, have you noticed answers or generated content that is either incredibly useful and accurate, and, on the other side, other content that might be, I won't say disturbing, but at least not exactly what you would expect from a human?
SARA: Yeah, absolutely. It kind of weirds me out to, like...because I use it to kind of help my creative flow, like, if I have a blog post that I need to write. And it's very important for me to, you know, bring myself into my writing. So, when I started with ChatGPT, and it brings up something, and I'm like, who ever says that? Like, no one says that. Like, that's completely maybe like, you know, just it's a little bit unrelatable and a little stiff, I guess, is the best word I can use.
And then, I go through the processing of like, okay, let me figure out how I would write this. I feel like it does help me. It does prolong the process a little bit more. But I have also, yeah, so just kind of relatability factor, for me, is the first thing that sticks out.
But the other thing that I've learned a little bit more about listening to, you know, other podcasts and just trying to educate myself, which is a funny term because we use this, you know, in my field of mental health all the time, is it comes up with hallucination. So, it will fill in gaps of, you know, whether it be data, or in a statistic, or whether it's just a concept that it kind of makes up to kind of fill and have fillers in what it produces, which I'm still new to understanding what that really means. Like, yeah, it definitely can be some...and it needs to be something that we fact-check as well since it's just pulling from the general abyss of the internet, and that's not always the most accurate, you know, place of reference in general.
SAMI: Yeah, I can vouch for the abyss of the internet not always being the best place to find yourself [laughs]. There's some rabbit holes we've probably all been down. But it's so interesting because I find that the world has woken up to the impact that social media has had on everyone's mental health. And it almost feels like that was our first experiment with how tech can really impact us as a society and as individuals. And so, we've kind of seen that experiment and how that's played out, and I would argue we've probably failed. We've probably had this social media wave. And whether you'd look at it from a government perspective or a healthcare perspective, I don't actually think we've handled it well.
And it's almost, like, now we're on the cusp of our second experiment, right? This is now, okay, no longer social media. I mean, that is still relevant but put that to the side for a second. And you've got AI coming out with all these chatbots, generative AI, whether that's across images, text, and the impact that is going to have. So, I feel like the space that you're in is huge. I think you spoke before we started recording about, like, there's a mental health crisis. What do you see, or what concerns do you have given what we've seen with social media, the impact AI can have on our mental health?
SARA: You know, there's a lot of different points here, but I think I'll just go with the first thing that comes to my mind is the limits. There are not many limits, let alone...so, tech in itself, but just in our own natural human world, as individuals, we have to learn what boundaries are. We have to learn self-imposed limitations or else someone else is going to impose them on us, and that just doesn't feel as good when someone puts their own limitations on our reality.
So, when we bring this into tech,...and I also include...since my background is in addictions, I started realizing that correlation between, like, technology, the boom of access to information is really...it's a pleasure concept, is that when we have a thought and we can just go get information about the answer and it's immediate, that immediate gratification teaches the brain like, oh, I can do this. I can handle this myself. We're not looking at the by-product of that anymore. And I think because we're dealing with it, we can't really...we're so in it now. We can't see that like, oh, this could potentially be a problem, because it is.
We have become an immediate access world. I mean, even in rural...like, kids in Africa have a TikTok dancing. And they don't have running water in their communities, but they have a cell phone where they can get support. Like, I'm glad they can because that's great access. But they're not necessarily realizing the addictive aspect of what just being interconnected this way has on the brain, let alone the foundational understanding of what boundaries, and self-discipline, or just mental discipline would look like.
So, then when you bring this, I think, into the, you know, the AI world, we're already on a shaky ground of abuse of information and having too much information and not knowing how to process it. And I think that's probably been...I know an issue, for me, is that when I have too much information, I can't necessarily ask questions very well because I'm like, what is the question? Like, I know my brain is oversaturated, essentially, with information as well as potentially chemicals at this point because I'm just working so fast, so fast, so fast.
And I'm in my mid-thirties at this point. So, a teenager who's already dealing with impulse control issues because they're naturally developing, that gets really complicated very quickly. And that's what, in turn, we call attention deficit disorder, anxiety, autism spectrum. That's a little bit more complicated, but a lot of that intersects to be like, well, what are we dealing with? We're dealing with immediate gratification and a sensory processing issue because we're looking at screens, and our brains don't know how to adapt to that let alone regulate that.
SAMI: That makes so much sense. I guess it's because it's kind of a world that we all inhabit, right? As much as we talk about this and sometimes we like to think of the other like we're talking about someone else, I've found this in my own life as well. I'm addicted to my phone in ways, and I'm also seeking that immediate gratification. And it's almost, like you said, that dopamine hit, right? If there's a piece of information I want or there's a video that I want to see, it's there, and it's immediate.
And when you say these things, I guess it's kind of...it's a bit scary. And then, I wonder, on a more macro level, why, as a society, do we do this to ourselves? I don't expect anyone on this podcast [chuckles] to have the answer, right? But I'm always interested, like, if we're aware of this and we're cognizant of what's going on, and, Rémy, feel free to jump in on this as well, like, as a society, why are we doing this to ourselves?
SARA: Now, by no means is this...like, this is just my answer, and I don't have the answer for everything. But I've had...sometimes as a therapist, you have to fill space and come up with an answer. So, my hypothesis is that it's natural human behavior. I think our brains...we are, you know, survival of the fittest. That's natural. Like, at the end of the day, we're going to fight for our life. And life really comes down, in my perspective, it comes down to, like, we have suffering, and we have pleasure.
However, we've learned now that as an evolving, you know, species, that we are one of the only species that can build executive functioning skills in our brains and have different parts of that that we have to kind of understand the baseline. Survival has gotten us so far, and we've made a lot of great headway with that. But pleasure is not sustainable. Pleasure is a beautiful concept to have in life. But when we talk about what's the goal of life, we want to be happy. Happy and pleasure are actually two very different things to the brain. And a lot of it is just a matter of space being used.
Pleasure and dopamine is actually a very small part of the brain, whereas happiness expands and is able to circulate chemicals, and synapses, and energy throughout the rest of the brain but that it has to be a conscious choice. And I think a lot of people don't realize, yeah, you're making choices. I'm not saying, like, no one doesn't have, you know, some degree of free will, but if you're dealing with any degree of stress, emotions, cognitive bias in general, you're not making an actual, like, expansive choice about what options you have to expand your consciousness and your brain capacity.
RÉMY: I like the way that today we realized that a lot of things related to this is chemicals that we all have, which remove a little bit the guilt when you are addicted, you know, because it can happen to anyone. But also, it's a reminder that it can happen to anyone. So, nobody is immune to that because that's how we're built. And I really like this approach. It's just natural, which means it's okay to feel it. But it's also dangerous to anyone, so anyone should address it. And, again, if you feel like you're losing it and losing to addiction, it feels good to just know that everybody is entitled to, unfortunately, to feel that at some point in their life.
SARA: I love that you mentioned that, and that's absolutely one of my goals is to break down the stigma of...when I use the word addiction...and I don't do small talk that well because I'm just like, let's talk about some real things here. This is what's going on. And it's scary to think of, like, addiction and what that means because of how we've seen it. And I don't know what it looks like particularly in the countries that you're from...a little bit. But I know, here in America, it's messy. It's hurtful. It's a lot of suffering.
It doesn't make us feel good to even think about that, which is why I try to teach my clients how to manage and regulate that because it does not discriminate. It's your brain. It's doing its natural thing and how you have to train and just learn how to train that. And it can get better, for sure. But yeah, I really try to break through, like, it's not something that we need to keep being scared about because that is actually what gives it its power. It gives that restrictiveness and that isolation and breaks that connection from each other. And that's ultimately what brings us out of an active addictive cycle is connection.
SAMI: Yeah, it's really interesting because technology it almost masks that by making you feel really connected. Like, I'm connected to all these people and all these things, but I don't feel that connection. And that really resonates with me when you talk about the difference between pleasure and happiness.
So, I hope my parents don't listen to this. But when I was in university, I'm pretty sure I had a gaming addiction. So, I used to live in the loft in my house. I don't know what you'd call it in America. Maybe it's called the attic. I was at the top floor. So, essentially, I had...oh, back then, it would have been a PS3, and I was seriously addicted to Call of Duty, playing online.
And I remember doing just all-nighters, like, really often. I remember it got to a point where I would almost have to reset my whole sleep cycle because I ended up in a situation where I'd be awake in the night kind of always playing all night because I couldn't put the game down, and then sleeping during the day. And to get myself back into a normal rhythm, I'd have to force myself to stay awake for 24 hours. And I would even consider myself someone who doesn't have an addictive personality.
But when you were saying about the difference between pleasure and happiness, like, it was definitely hitting that dopamine, and it was pleasurable, but I didn't feel happy. Like, once I stopped, then there was all those feelings that Rémy described, which is, oh no, what have I done? I've wasted so much time and all that guilt that comes with it. So, it's really interesting.
And I guess it's also a bit like a codependency, which is something I've seen that you've touched on in your work as well, which I understand to be an unhealthy reliance on a human relationship. But I'm guessing we're probably seeing more of that and unhealthy reliance on tech software products and AI. Is that something you're seeing in your therapeutic work as well?
SARA: Oh, absolutely. Codependency it's a big topic to unpack. And I'll say it's a balance. We're never going to not be codependent on something because it literally...we're supposed to work together. We need each other to survive and to grow. But the unhealthy parts of it is, I think, because...I'll just speak from my own experience. I was never taught what emotional intelligence was when I was a kid. I grew up in a very middle-class, non-diverse part of the United States, where I didn't understand the foundational, like, what are boundaries? What are emotions? They try to teach you.
And I think that's been something that is going to take people a while to understand. But there is an unhealthy part of it because it's just mixed with...and confuse people of what do we actually need to need other people for. And it naturally sends us...I think this is primarily where relationships become a point of the discussion is relationships are necessary. But they're less successful if you don't have a relationship with yourself as a foundation because that's naturally going to help you realize that you don't need this one person. And you don't attach to a person out of necessity and out of survival or else, yeah, you're going to lose a huge aspect of your identity because you didn't have much of one to begin with.
And so, that's ultimately what I teach and educate people on when I work with them in session is just what codependency really is. We're going to be codependent on something. I'd rather you be aware of it. Denial is just dangerous in general. But being aware of how these things show up, you have a better of a choice now. And free will comes back to really in your control without less consequence over time or less negative consequence over time. [inaudible 20:44] my brother, though, Rémy. Call of Duty...[inaudible 20:48] the attic, it was the basement, but yeah. It doesn't discriminate against gender, but for men...he's also in the military. So, it was a very good outlet for him before he went, you know, active duty or [inaudible 21:02] and just self-expression. You don't have to talk about things.
I don't think this discriminates against country by any means, but I know for America, I try to stay in my lane with just speaking about Americans, is that men have been put in a very tough position when it comes to mental health because society reinforces: keep it together; be the provider; just deal with it, and painted this picture of, like, you don't have and can't express emotions. And then, we wonder why guns are an issue. We wonder why drinking and alcoholism is an issue and, you know, in the male population.
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SAMI: So, there's a lot of concerns. There's a lot of worries, and there's, I guess, negativity around tech and AI. Is there any silver lining? You know, some things we're getting from tech as we already know it, perhaps social media but also AI. Is there anything that we can look at and be like, actually, that will enhance our mental health, improve our society? Are there any positive things that you see coming from it?
SARA: I love that question because it is a heavy conversation. I tell people, if you're considering therapy, like, you got to consider it's a full-time job to intentionally lean into the heaviness of the reality that we live in. There's a lot going on right now. I kind of surprise myself every day as to why I do have some degree of hope. But I think that's also just because I see people recover every day. I am grateful for that because not everyone gets that experience.
If you're working more of a tech job and you're looking more at coding, and data, and screens all day, you don't see change from the human perspective. And if anything, if you go outside these days, it's just tense. We're extremely inflamed. I don't care what country you live in. We're all experiencing the sensory, like, I see it as...I was not good at chemistry, but one's like, when you heat up molecules and they move really fast, like, that's combustion. And it's about to be summer, so it's about to even be literally hotter. I'm not going to say it's going to get worse.
But I say that to say I do believe there is a degree of hope because not only do I see it, but I also see...I'm connected to communities who are doing work from what I kind of...is stealth and, like, covert. You're not really going to see goodness and kindness in the abundance of negativity and darkness, but it is there. And I also like to say that I educate people every day where it changes...maybe not everyone's going to change in that regard. But as an individual in a network and a system, if one person's changed, the system automatically changes.
And little by little, over time, I think the pendulum will swing back in a place where it's like, oh yeah, no, it really is happening. And I also kind of see it in this mental health crisis. Change comes out of crisis. It's unfortunate, but if we don't have a big enough reason to look at something, then we tend not to fix it, you know, be proactive. I mean, one of my goals is to get from this reactive place into a proactive and preemptive, you know, wellness space for people, but that also does have to be choice.
But I think it really has to start with people understanding and committing to themselves and taking care of themselves, which is why I also am hopeful is because that's a lot easier than trying to get other people to change for you. If you can commit and commit to yourself, and taking care of yourself, and prioritizing you being self-focused, not necessarily selfish because a lot of that gets a bad rap of like, oh, I'm being selfish. We do it a lot out of defense, which is why I think it's not that effective.
And so, like, oh, I'm just going to be selfish. I'm going to do what's best for me. You're also locking...you're doing that out of reaction typically because you're not realizing like, oh, I feel hurt because this person didn't prioritize me, so now I'm not going to prioritize them. I'm going to prioritize me. And what I mean intention and recovery comes down to like, when people hurt you, you still have to choose not to hurt them and not pull away. And so, I think if we can all understand...and it's a tough concept to stay in your lane. It really is. But if we can all try to stay in our lane and focus on taking care of ourselves, that is what I believe is going to make the most impact.
SAMI: And do you feel AI could help with that? Could we use AI? I'm interested how, like, specifically with regards to the tech, could that be part of this?
SARA: Absolutely. I think there's some foundational knowledge that needs to be done and work that needs to be done in each individual before AI can just kind of come in without creating, like, more intense dependency on it. But I know there are agencies here locally. I can't remember the name of...I was trying to remember this earlier. I met them at a networking event recently, but an agency who uses AI to help with social anxiety and role-playing when it comes to situational circumstances and exposure.
So, me as a therapist, I love doing exposure. I, for the most part, am an exposure exercise for some people is, you know, we open up and talk about, like, these things that people don't feel safe to talk about with their general networks. But AI, I've started kind of dabbling in, you know, I have some clients who deal with, you know, some, like, delusional disorders, schizoaffective disorder, where they didn't grow up in families where any of the, like, really important foundational concepts were discussed, or they were shut down. So, they're naturally trained to just stay in their head. And, in turn, you build a distrust with all the thoughts you have in your brain.
And I encourage my clients to have conversations with ChatGPT just to be like, "Hey, what's up? What's going on?" And telling it what it is that they need, to just normalize the communication of being like, okay, I'm a little nervous to go on a date. I don't know what to say. Can you help me with some ideas of what questions to ask to get to know someone? That, I think, is a lot less intimidating sometimes talking with me because my energy is easily transferable. And that can scare some people because I can get quite excited about, like, "Yo, you did that. That's great." And they're like, "Whoa, that's a lot."
SAMI: I'm loving your vibes.
SARA: Oh [laughs].
SAMI: It's good energy. I'm enjoying it.
SARA: Well, thank you. But I have a couple of clients that...talk about an investment, and I've told them this, and I was like, "I am going to pour into you." Because they just never had certain experiences at the right time to build a degree of confidence that would get them to the next place in life, where they realized like, oh, I can do that. Failure is not that bad, and it's different for everyone. But I do think AI can help in that regard.
It also can become a little bit challenging. I had a discussion on this with a colleague of mine who works in cybersecurity, and we were talking about AI and the intersection in relationships and the impact on intimacy in relationships, mostly with heterosexual relationships. But there, yeah, it can go a very different direction than hopeful. And it can cause harm or conflict in some relationships because it's easier to talk to a very structured computer bot than it is to a woman per se. But I think it can help as well to build a foundation for people to get to those points where you can be assertive and reflective in your experiences, build emotional intelligence over time to help relationships.
RÉMY: At thoughtbot, we have worked on projects that implement AI, and we are becoming more familiar with training models. One thing that concerns us is doing this in an ethical and safe way. What tips would you have for people who are actually creating models and driving change in this space?
SARA: I'd say the first thing that comes to my mind, though, and this is kind of going to go into my talk during the conference, how do you know you're connected with your own reality? I think that's the hardest part about the tech world is like, it's the boundary. Your brain does not know the difference between a computer screen and your reality. The biggest difference is your senses. And that's kind of been the...it's what's caused a lot of the problem with tech is that, you know, here we're having this conversation. I can see y'all. I can generally take into account what your environment is like, but I can't experience it the same way as if I was not sitting in the room with you.
And I think that is when you teach people how to activate their own realities, you know, teach them about their body and the somatic work, especially with trauma. When trauma is involved, is you have to know how to activate the here and now and train your brain to know what your reality is or else you're going to get lost in the sauce of, like, everyone else's reality, let alone opinions, but especially in the virtual world.
So, being able to know your sensory activation, how mindfulness is, that's a huge term, honestly. We could unpack that for 30 minutes itself. But that sensory activation is a huge part of mindfulness is being able to experience a thought that can trigger something of a reaction and being able to effectively detach from it without judgment, you know, it's training. It takes a lot of training, but senses are huge, and being able to, I think, ethically venture into that world of, you know, using the virtual space, using AI to train and be effective.
SAMI: Yeah, I want to pick up on something you said before because it kind of scared me [laughs], which I don't mind [laughs] saying that to you, right? Because I've got this fear that probably other people have also considered as well is people say about AI taking jobs. So, as a coder, we know AI is becoming more proficient at coding. Maybe other designers, other people in the tech world have this fear as well so much so I actually mentioned this in a previous podcast.
I taught myself some, like, real physical skills because I thought when AI takes my job completely, well, at least I'll be able to do something. I actually taught myself to silicone a bathroom. And if you know, you have those silicone beads that kind of go around a bathroom, so the water doesn't get in between the grating and the tiles. So, I remember when I was learning it, thinking, well, if AI does take our jobs, at least I'll be able to do this. But that's where my brain goes sometimes.
And then, when you were mentioning about using it in a therapeutic setting, like, oh, well, it can actually be helpful to chat to an AI bot about certain scenarios that you might be trying to work through in therapy. So, I guess the question is twofold. Number one, do you see AI having a big impact in a therapeutic setting and coming in and almost disrupting that industry? And also, what tips do you have for the majority of people who are now concerned that what is life going to look like, and what is it going to be? And will we all have jobs?
SARA: I think what's important is to understand what happens to the individual when fear is at play before we can even get to the bigger question of like, will AI take our jobs? But I'll start from the end. There will be some jobs that are taken by AI. But what you're talking about Rémy is, yes, there is a huge power to know how you can connect with your own life and AI. Even if you have a job that is in tech and can be overrun by AI, you still have value as a human being. However, you're not going to feel that way, one, if you have a lot of fear because we have to understand why you can't connect with that.
But because value is an invariant, to value something, you have to be quite intentional with training your brain to understand value, and you can do that if you know what fear does to your brain, and it's...quite simply, we've all heard it. It's the stress response: fight, flight, freeze, or fawn. So, when you're having a perceived threat, it doesn't mean...external is not the only threat. We threaten ourselves all the time with our own thought process based off of the experiences that we've had and trigger our own fear.
And your brain essentially is like, hold up, no, we're not going any further. There's a risk here. We're going to stop you. So, this is where a lot of people, like, have those moments. I could stare at a wall for, like, 10 minutes, but it's actually, like, almost two hours if I'm stressed out to the point...because I'm processing too much information, but it's also triggering a stress response for my brain. And we just get saturated and stuck in that moment. So, being able to know, okay, this is happening, then we can actually come back online.
So, I use the brain as a computer metaphor quite often. And when we know that we're in that fight or flight response mode, we can in turn engage so that...I actually have an acronym for fear that I'm going to be debuting at this conference. I'll just go ahead and debut it for y'all, a little sneak peek since you guys may or may not be able to be there. So, that fear is...we usually as an acronym, if you've ever heard this, is F everything and run.
And I'm going to define it as the F would be the fight response, fight, flight, freeze, and fawn. So, if you know that's going on, you can address it. The E would be engage. So, engage with your present moment, and that's where your body is, the one thing that tends to be in that present moment. And then, the A is accept. A lot of times we have to accept that we're maybe stuck. We may be at a problem. We may need to take a break. Accepting the things that we can't change in that moment is going to make a big difference on how we come back online on our brains and be able to understand, like, AI is a threat, but it's not going to take over everything, right? And then, the R is redirect. So, redirect to something that is going to change your perception of what the original trigger was.
And so, I think if people can understand how they work and how the brain is actually self-protecting, it's very, like, it's like, whoa, we're not going to let you do something completely destructive. But it cannot distinguish the severity of the threat, let alone can it not...actually, there's a lot of people who've trained their brain to not experience fear. Fear is what is supposed to keep us safe. So, it is just perceiving like, hey, AI could take our jobs, but it's also not giving you the context that you brought up, Rémy, about it's not going to take everything from us. It's actually supposed to be here to help us in [inaudible 36:23]. And it's also dependent on us.
So, if we're creating fear in the AI, then yeah, it's going to learn that, and it, could, I don't know, I can't tell the future in that regard. But we have plenty of things that don't have to be tech-related that AI won't take from us. And a lot of that is the natural world if we can keep it alive and value it enough.
RÉMY: I have one question for you. It might not be very in sync with the train of thought we're having because it's more related to the beginning of the episode. But you mentioned sometimes rebuilding confidence with people and building confidence and building the ability to trust yourself and to make your own good decisions. It feels like, to some extent, it can be rebuilding yourself. How do you deal with such a big action, such a big project? I mean, it's something that could take life to do so.
SARA: That's a great question. And sometimes it will take people's lives. I don't handle the whole rest of their life. I tell people like, "I'm going to give you some foundational things." And I do a lot of training. I'm very direct, which is why I have that therapeutic life consultant of like, I'm going to take my vast amount of experience, things that people are probably not going to experience and help them build a security in themselves and, over time, prepare them for when they deviate from that.
I tell people, like, especially if you have loved ones still living, depression is never going to just leave. The concept...there's no cure. It's being able to be prepared for when things happen in life versus feel completely unprepared. I just came out of a season of grief of, you know, I walked away from a relationship, as well as then trying to still maintain my business, still trying to maintain my clients and those relationships, let alone the relationship with myself, and then put my cat down, you know, like, you know, he was a child. I had him for 14 years. So, like, life is going to continuously happen. So, I'm not trying to figure it all out, but I'm trying to get people back to a point where they can understand how to find security for themselves.
Since mental health has been such a taboo topic for a long time, there is quite a bit of backlog, and that's what we're seeing. I don't know what it looks like in y'alls countries, but here in America, there is this rush of people. I need a therapist. I need to go to therapy. And we're at a shortage. Therapists can't necessarily help all, like, at once. And we also have to maintain our own mental health, or we're not going to be very helpful to people.
But really, it comes down to how you build that security with yourself and know and not anticipate, but be prepared for when there's something else that happens that disturbs your own peace. Because if you have an understanding of what peace looks like for you, and you can't necessarily control it, but you can influence it, and facilitate it in your life, then you have a stronger foundation to be able to endure, you know, potential loss of a loved one, hopefully, no time soon for anyone here, or out, or listening, but it's just the reality.
And that's part of, you know, my story of, I experienced a lot of loss from a young age, and it worked against me for a long time because I had no idea how to process and regulate energy and emotion in my body. And so, what it looked like was me holding on to repressing anger, not having a relationship with the natural emotions that we can't get rid of. You can't get rid of emotions. I wish I could just, you know, vomit them out and just be done with it and be like, okay, cool. We can all be stable. That's just not...that's not going to happen. I think that also is what makes us, you know, a great species and building, you know, great things in this world is emotion.
Tech was built off of passion and emotion. Did it cause some disarray and probably hurt some people in the process? Yeah. But I think we can reduce that from happening if people understand emotional intelligence and not just work, work, work, work, work. It's a new age coming to that. And I've, hopefully, been working on myself enough to be able to sustain helping people understand and shifting over to that new type of perspective of we can't do things the way that we've been doing them. We just can't. It's not sustainable. The human species will suffer from it and the earth will as well.
SAMI: Yeah, thank you so much, and just for bringing that level of transparency and honesty. It resonates with myself, and I'm sure it will help so many other people who are listening. We could talk to you for hours. I mean, there is so much. And some things we just did not have time to get into. But thank you so much for the time that you've given us. And it's been really insightful to look at AI and tech that we work with as consultants at thoughtbot on a daily basis from this perspective and look at it from this angle. If people want to get a hold of you, where would be the best place?
SARA: Finding my website is a big thing. That's just, you know, kind of the portal. So, that's sarawilderlcsw.com. Sara with an out an H. And then, also, venturing into this tech world, I have an app interface now that I have put together to kind of be a centerpiece for mental health resources, not only just, like, hotlines. That information is on my website as well.
But if you want to start doing your own work little by little, you know, having a centralized spot as well as not too much information. There's plenty of stuff you can Google about mental health. But this is vetted by me and organized to a point where they can, you know, one worksheet can make a difference, where you're just reflecting and taking, you know, 10-15 minutes to read through it and see how you can apply it in your life. It's called Power in Perspective.
SAMI: That's great. Definitely, I recommend go and check it out and check out Sara on her website. And if you can get down to that conference, that is, again, North Carolina called CreativeVerse, and you'll have the opportunity to hear Sara in person as well as Fatima from thoughtbot who's also presenting.
If you learned nothing else from today, then just remember: fear has an acronym for F everything and run. I guess that's my big takeaway. You also got a chance to hear about my gaming addiction. No one tell my parents.
And you can find notes and a complete transcript for this episode at giantrobots.fm. If you have questions or comments, you can email us at hosts@giantrobots.fm. I always leave you the same challenge, and that challenge is to subscribe. We've got some great guests lined up, and you'll hear about it first if you subscribe. And feel free to leave any comments on Spotify or Apple Podcasts. We do check them all, and they're really helpful.
This podcast is brought to you by thoughtbot and produced and edited by Mandy Moore. Check her out at mandymoore.tech. Thanks for listening. See ya.
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Jul 25, 2024 • 48min
535: AI in Healthcare: How CareTrainer.ai is Changing Elder Care
Hosts Will Larry and Chad Pytel interview Brock Dubbels, Principal UX and AI Researcher at CareTrainer.ai. Brock discusses how CareTrainer.ai leverages AI to address the current care crisis in elderly populations. He highlights the growing demographic of individuals over 70 and the significant shortage of caregivers, exacerbated by COVID-19. CareTrainer.ai aims to alleviate this by automating routine tasks, allowing caregivers to focus on building meaningful relationships and providing personalized, compassionate care. The platform utilizes AI to manage tasks such as documentation, communication, and monitoring, which helps caregivers spend more time engaging with patients, ultimately enhancing the quality of care and reducing caregiver burnout.
Brock elaborates on the specific tasks that CareTrainer.ai automates, using an example from his own experience. He explains how AI can transform transactional interactions into conversational ones, fostering trust and authenticity between caregivers and patients. By automating repetitive tasks, caregivers are freed to engage more deeply with patients, encouraging them to participate in their own care. This not only improves patient outcomes but also increases job satisfaction and retention among caregivers. Brock mentions the alarming attrition rates in caregiving jobs and how CareTrainer.ai’s approach can help mitigate this by creating more rewarding and relational caregiving roles.
Additionally, Brock discusses the apprenticeship model CareTrainer.ai employs to train caregivers. This model allows new caregivers to learn on the job with AI assistance, accelerating their training and integrating them more quickly into the workforce. He emphasizes the importance of designing AI tools that are user-friendly and enhance the caregiving experience rather than replace human interaction, and by focusing on customer obsession and continuously iterating based on feedback, CareTrainer.ai aims to create AI solutions that are not only effective but also enrich the entire caregiving profession.
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Transcript:
WILL: This is the Giant Robots Smashing Into Other Giant Robots podcast, where we explore the design, development, and business of great products. I'm your host, Will Larry.
CHAD: And I'm your other host, Chad Pytel. And with us today is Brock Dubbels, Principal UX and AI Researcher at CareTrainer.ai, which is transforming health care and caregiving with a human-first approach to artificial intelligence. Brock, thank you for joining us.
BROCK: Hey, thanks for having me, guys. I'm excited to talk about this.
CHAD: Brock, let's get started with just diving into what CareTrainer.ai actually does. You know, so many businesses today are getting started with or incorporating artificial intelligence into their product offerings. And I know that it's been something that you've been working on for a long time. So, what is CareTrainer?
BROCK: Well, CareTrainer is an opportunity in the midst of a crisis. So, right now, we have what's called a care crisis for the elderly populations. If you were to look at the age of the North American population and look at it over the next 10 years, about 65% of our population will be over the age of 70. And right now, we are understaffed in caregiving by almost 20%. Caregivers, especially after COVID, are leaving at about a 40% clip. And enrollment in these care programs is down 9%, but yet that older population is growing.
And in the midst of this, we've just recently had an executive order called the Older Americans Act, which states that we actually have to reduce the ratio of caregivers to patients, and we need to give more humane interaction to the patients in these facilities, in homes and help them to retain their dignity. Many of them lose their identity to diagnosis, and they're often referred to as the tasks associated with them.
And what CareTrainer attempts to do is take many of the tasks out of the hands of the caregivers so that they can focus on what they're good at, which is building relationships, learning and understanding, acting with curiosity and compassion, and demonstrating expert knowledge in the service to caring for patients, either in homes, facilities or even post-acute care.
WILL: You mentioned your hope is to take some of the tasks away from the caregivers. Can you go a little bit deeper into that? What tasks are you referring to?
BROCK: Let's think about an example. My mom was a public health nurse, and she worked in child maternal health. And these were oftentimes reluctant counseling sessions between she and a young mother or a potential mother. And if she were sitting there with a clipboard or behind a computer screen and looking at the screen, or the clipboard, and doing the interview with questions, she would probably not get a very good interview because she's not making a relationship. It's not conversational; it's transactional.
And when we have these transactional relationships, oftentimes, we're not building trust. We're not expressing authenticity. We're not building relationships. It's not conversational. And we don't get to know the person, and they don't trust us. So, when we have these transactional relationships, we don't actually build the loyalty or the motivation. And when we can free people of the tasks associated with the people that they care for by automating those tasks, we can free them up to build relationships, to build trust, and, in many cases, become more playful, expose their own vulnerability, their own past, their own history, and, hopefully, help these patients feel a little bit more of their worth.
Many of these people worked meaningful lives as school teachers, working at the fire department, working at the hardware store. And they had a lot of friends, and they did a lot for their community. And now they're in a place where maybe there's somebody taking care of them that doesn't know anything about them, and they just become a person in a chair that, you know, needs to be fed at noon. And I think that's very sad.
So, what we help to do is generate the conversations people like to have, learn the stories. But more importantly, we do what's called restorative care, which is, when we have a patient who becomes much more invested in their own self-care, the caregiver can actually be more autonomous. So, let's say it's an elderly person, and, in the past, they wouldn't dress themselves. But because they've been able to build trust in a relationship, they're actually putting on their own blouse and slacks now. For example, a certified nursing assistant or a home health aide can actually make the bed while they're up dressing because the home health aide or certified nursing assistant is not dressing them or is not putting the toothpaste on the toothbrush.
So, what we're doing is we're saying, "Let's get you involved in helping with restorative care." And this also increases retention amongst the caregivers. One of the things that I learned in doing an ethnography of a five-state regional healthcare system was that these caregivers there was an attrition rate of about 45% of these workers within the first 30 days of work. So, it's a huge expense for the facility, that attrition rate.
One of the reasons why they said they were leaving is because they felt like they weren't building any relationships with the people that they were caring for, and it was more like a task than it was a care or a relationship. And, in fact, in many cases, they described it as maid service with bedpans for grumpy people [chuckles]. And many of them said, "I know there's somebody nice down there, but I think that they've just become a little bit hesitant to engage because of the huge number of people that come through this job, and the lack of continuity, the lack of relationship, the lack of understanding that comes from building a relationship and getting to know each other."
And when we're talking about taking the tasks away, we're helping with communication. We're actually helping with diagnosis and charting. We're helping with keeping the care plan updated and having more data for the care plan so that nurse practitioners and MDs can have a much more robust set of data to make decisions upon when they meet with this patient. And this actually reduces the cost for the care facilities because there's less catastrophic care in the form of emergency rooms, prescriptions, assisted care, as well as they actually retain their help. The caregivers stay there because it's a good quality of life.
And when those other costs go down, some of the institutions that I work for actually put that money back into more patient care, hiring more people to have more meaningful, humane interactions. And that's what I mean about taking the tasks off of the caregiver so that they can have the conversations and the relational interactions, rather than the transactional interactions.
CHAD: One thing I've heard from past guests and clients that we've had in this space, too, is, to speak more to the problem, the lack of staff and the decline in the quality of care and feeling like it's very impersonal causes families to take on that burden or family members to take on that burden, but they're not necessarily equipped to do it. And it sort of causes this downward spiral of stress and quality of care that impacts much bigger than just the individual person who needs the care. It often impacts entire families.
BROCK: Oh yeah. Currently, they're estimating that family, friends, and communities are providing between $90 and $260,000 worth of care per person per year. And this is leading to, you know, major financial investments that many of these people don't have. It leads to negative health outcomes. So, in a lot of ways, what I just described is providing caregiver respite, and that is providing time for a caregiver to actually engage with a person that they're caring for, teaching them communication skills.
And one of the big things here is many of these institutions and families are having a hard time finding caregivers. Part of that is because we're using old systems of education in new days that require new approaches to the problem. And the key thing that CareTrainer does is it provides a guided apprenticeship, which means that you can earn while you learn. And what I mean by that is, rather than sitting in a chair in front of a screen doing computer-based training off of a modified PowerPoint with multiple-choice tests, you can actually be in the context of care and earning while you learn rather than learning to earn.
CHAD: Well, at thoughtbot, we're a big believer in apprenticeships as a really solid way of learning quickly from an experienced mentor in a structured way. I was excited to hear about the apprenticeship model that you have.
BROCK: Well, it's really exciting, isn't it? I mean, when you begin looking at what AI can do as...let's call it a copilot. I thought some of the numbers that Ethan Mollick at Wharton Business School shared on his blog and his study with Boston Consulting Group, which is that an AI copilot can actually raise the quality of work, raise the floor to 82%, what he calls mediocrity. 82% was a pretty good grade for a lot of kids in my classes back when I was a Montessori teacher.
But, in this case, what it does is it raises the floor to care by guiding through apprenticeship, and it allows people to learn through observation and trial and error. And people who are already at that 82nd percentile, according to Mollick's numbers, increase their productivity by 40%. The thing that we're not clear on is if certain people have a greater natural proficiency or proclivity for using these care pilots or if it's a learned behavior.
CHAD: So, the impact that CareTrainer can have is huge. The surface area of the problem and the size of the industry is huge. But often, from a product perspective, what we're trying to do is get to market, figure out the smallest addressable, minimum viable product. Was that a challenge for you to figure out, okay, what's the first thing that we do, and how do we bring that to market and without getting overwhelmed with all the potential possibilities that you have?
BROCK: Yeah, of course. I start out with what I call a GRITS model. I start out with, what are my goals? Then R, let's review the market. How is this problem being addressed now? I, what are my ideas for addressing these goals, and what's currently being done? And T, what tasks need to be completed in order to test these ideas? And what steps will I take to test them and iterate as far as a roadmap?
And what that allowed me to do is to begin saying, okay, let's take the ideas that I can bring together first that are going to have the first initial impact because we're bootstrapping. And what we need to be able to do is get into a room with somebody who realizes that training caregivers and nursing is something that needs a review, maybe some fresh ideas. And getting that in front of them, understanding that that's our MVP 1 was really important. And what was really interesting is our MVP 2 through 5, we've begun to see that the technology is just exponential, the growth and progress.
Our MVP 2 we thought we're going to be doing a heck of a lot of stuff with multimedia reinforcement learning. But now we're finding that some of the AI giants have actually done the work for us. So, I have just been very happy that we started out simple. And we looked at what is our core problem, which is, you know, what's the best way to train people? And how do we do that with the least amount of effort and the most amount of impact? And the key to it is customer obsession. And this is something I learned at Amazon as their first principle.
And many of the experiences that I brought from places like Amazon and other big tech is, how do I understand the needs of the customer? What problems do they have, and what would make this a more playful experience? And, in this case, I wanted to design for curiosity. And the thing that I like to say about that is AI chose its symbol of the spark really smartly. And I think the spark is what people want in life. And the spark is exploring, and it's finding something. And you see this kind of spark of life, this learning, and you discover it. You create more from it. You share it. It's enlightening. It's inspirational. It makes people excited. It's something that they want to share. It's inventing. It's creation.
I think that's what we wanted to have people experience in our learning, rather than my own experience in computer-based training, which was sitting in front of a flashified PowerPoint with multiple choice questions and having the text read to me. And, you know, spending 40 hours doing that was kind of soul-killing. And what I really wanted to do was be engaged and start learning through experience. And that's what came down to our MVP 1 is, how do we begin to change the way that training occurs? How can we change the student experience and still provide for the institutional needs to get people on the floor and caring for people? And that was our first priority.
And that's how we began to make hard decisions about how we were going to develop from MVP 1, 2, 3, 4, and 5 because we had all the big ideas immediately. And part of that is because I had created a package like this back in 2004 for a five-state regional care provider in the Midwest. Back then, I was designing what could only be called a finite game. I'm designing in Flash for web. I'm doing decision trees with dialogue, and it's much like a video game, but a serious game. It's getting the assessment correct in the interactions and embedding the learning in the interaction and then being able to judge that and provide useful feedback for the player.
And what this did was it made it possible for them to have interactive learning through doing in the form of a video game, which was a little bit more fun than studying a textbook or taking a computer-based test. It also allowed the health system a little bit more focus on the patients because what was happening is that they would be taking their best people off the floor and taking a partial schedule to train these new people. But 45% of those that they were training were leaving within the first 30 days. So, the game was actually an approach to providing that interaction as a guided apprenticeship without taking their best people off the floor into part-time schedules and the idea that they might not even be there in 30 days.
So, that's kind of a lot to describe, but I would say that the focus on the MVP 1 was, this is the problem that we're going to help you with. We're going to get people out of the seats and onto the floor, off the screen, caring for people. And we're going to guide them through this guided apprenticeship, which allows for contextual computing and interaction, as we've worked with comparing across, like, OpenAI, Anthropic, Google, Mistral, Grok, trying these different approaches to AI, figuring out which models work best within this context. And, hopefully, when we walk in and we're sitting with an exec, we get a "Wow," [laughs]. And that's the big thing with our initial technology. We really want a wow.
I shared this with a former instructor at the University of Minnesota, Joe Gaugler, and I said...I showed him, and he's like, "Wow, why isn't anybody doing this with nursing and such?" And I said, "Well, we are," you know, that's what I was hoping he would say. And that's the thing that we want to see when we walk into somebody's office, and we show them, and they say, "Wow, this is cool." "Wow, we think it's cool. And we hope you're going to want to go on this journey with us." And that's what MVP 1 should do for us is solve what seems like a little problem, which is a finite game-type technology, but turn it into an infinite game technology, which is what's possible with AI and machine learning.
WILL: I love, you know, you're talking about your background, being a teacher, and in gaming, and I can see that in your product, which is awesome. Because training can be boring, especially if it's just reading or any of those things. But when you make it real life, when you put someone, I guess that's where the quote comes from, you put them in the game, it's so much better. So, for you, with your teacher background and your gaming background, was there a personal experience that you had that brought out your passion for caregiving?
BROCK: You know, my mom is a nurse. She has always been into personal development. By the time I was in sixth grade, I was going to CPR classes with her while she was [inaudible 19:22] her nursing thing [laughs]. So, I was invited to propose a solution for the first version of CareTrainer, which had a different name back in 2004, which we sold. That led to an invitation to work and support the virtual clinic for the University of Minnesota Medical School, which is no longer a thing. The virtual clinic that is the medical school is still one of the best in the country, a virtual stethoscope writing grants as an academic for elder care.
And I would have to say my personal story is that at the end of their lives, I took care of both my maternal grandmother in her home while I was going to college. And then, I took care of my paternal grandfather while I was going to college. And, you know, those experiences were profound for me because I was able to sit down and have coffee with them, tell jokes, learn about their lives. I saw the stories that went with the pictures.
And I think one of the greatest fears that I saw in many of the potential customers that I've spoken to is at the end of a loved one's life that they didn't learn some of the things that they had hoped from them. And they didn't have the stories that went with all the pictures in the box, and that's just an opportunity missed.
So, I think those are some of the things that drive me. It's just that connection to people. And I think that's what makes us humane is that compassion, that wanting to understand, and, also, I think a desire to have compassion and to be understood. And I think that's where gaming and play are really important because making mistakes is part of play. And you can make lots of mistakes and have lots of ways to solve a problem in a game. Whereas in computer-based training and standardized tests, which I used to address as a teacher, there's typically one right answer, and, in life, there is rarely a right answer [laughs].
CHAD: Well, and not really an opportunity to learn from mistakes either. Like, you don't necessarily get an opportunity on a standardized test to review the answers you got wrong in any meaningful way and try to learn from that experience.
BROCK: Have you ever taken one of those tests and you're like, well, that's kind of right, but I think my answer is better, but it's not here [laughter]? I think what we really want from schools is creativity and innovation. And when we're showing kids that there's just a right answer, we kind of take the steam out of their engine, which is, you know, well, what if I just explore this and make mistakes?
And I remember, in high school, I had an art teacher who said, "Explore your mistakes." Maybe you'll find out that their best is intentional. Maybe it's a feature, not a bug [laughs]. I think when I say inculcate play or inspire play, there's a feeling of psychological safety that we can be vulnerable, that we can explore, we can discover; we can create, and we can share.
And when people say, "Oh, well, that's stupid," and you can say, "Well, I was just playing. I'm just exploring. I discovered this. I kind of messed around with a little bit, and I wanted to show you." And, hopefully, the person backs off a little bit from their strong statement and says, "Oh, I can see this and that." And, hopefully, that's the start of a conversation and maybe a startup, right [laughs]?
CHAD: Well, there are so many opportunities in so many different industries to have an impact by introducing play. Because, in some ways, I feel like that may have been lost a little bit in so many sort of like addressing problems at scale or when scaling up to particular challenges. I think we trend towards standardization and lose a little bit of that.
BROCK: I agree. I think humans do like continuity and predictability. But what we find in product is that when we can pleasantly surprise, we're going to build a customer base, you know, that doesn't come from, you know, doing the same thing all the time that everybody else does. That's kind of the table stakes, right? It works. But somebody is going to come along that does it in a more interesting way. And people are going to say, "Oh."
It's like the arts and crafts effect in industrialization, right? Everybody needs a spoon to eat soup, a lot of soup [laughs]. And somebody can make a lot of spoons. And somebody else says, "Well, I can make spoons, too." "And how do I differentiate?" "Well, I've put a nice scrollwork design on my spoon. And it's beautiful, versus this other very plain spoon. I'll sell it to you for a penny more." And most people will take the designed thing, the well-designed thing that provides some beauty and some pleasure in their life. And I think that's part of what I described as the spark is that realization that we live in beauty, that we live in this kind of amazing place that inspires wonder when we're open to it.
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WILL: You mentioned gamifying the training and how users are more involved. It's interesting because I'm actually going through this with my five-year-old. We're trying to put him in kindergarten, and he loves to play. And so, if you put him around a game, he'll learn it. He loves it. But most of the schools are like, workbooks, sit down; focus, all of those things.
And it probably speaks to your background as being a Montessori teacher, but how did you come up with gamifying it for the trainee, I guess you could say? Like, how did you come up with that plan? Because I feel like in the school systems, a lot of that is missing because it's like, like you said, worksheets equal that boring PowerPoint that we have to sit down and read and stuff like that. So, how did you come up with the gamifying it when society is saying, "Worksheets, PowerPoints. Do it this way."
BROCK: I think that is something I call the adult convenience model. Who's it better for: the person who has to do the grading and the curriculum design, or the kid doing the learning? And I think that, in those cases, the kid doing the learning misses out. And the way that we validate that behavior is by saying, "Well, you've got to learn how to conform. You've got to learn how to put your own interests and drives aside and just learn how to focus on this because I'm telling you to do it." And I think that's important, to be able to do what you're asked to do in a way that you're asked to do it. But I think that the instructional model that I'm talking about takes much more up-front thought.
And where I came from with it is studying the way that I like to learn. I struggled in school. I really did. I was a high school dropout. I went to junior college in Cupertino, and I was very surprised to find out that I could actually go to college, even though I hadn't finished high school. And I began to understand that it's very different when you get to college, so much more of it is about giving you an unstructured problem that you have to address. And this is the criteria under which you're going to solve the problem and how I'm going to grade you. And these are the qualities of the criteria, and what this is, is basically a rubric.
We actually see these rubrics and such in products. So, for example, when I was at American Family, we had this matrix of different insurance policies and all the different things in the column based upon rows that you would get underneath either economy, standard, or performance. And I think it was said by somebody at Netflix years ago; there's only two ways to sell bundled and unbundled. The idea is that there were these qualities that changed as a gradient or a ratio as you moved across this matrix. And the price went up a little bit for each one of those qualities that you added into the next row or column, and that's basically a rubric.
And when we begin to create a rubric for learning, what we're really doing is moving into a moment where we say, "This is the criteria under which I'm going to assess you. These are the qualities that inform the numbers that you're going to be graded with or the letter A, B, or C, or 4, 3, 2, 1. What does it mean to have a 4? Well, let me give you some qualities." And one of the things that I do in training companies and training teams is Clapping Academy. You want to do that together?
WILL: Yeah, I would love to.
BROCK: Would you like to try it here? Okay. Which one of you would like to be the judge?
WILL: I'll do it.
BROCK: Okay. As the judge, you're going to tell me thumbs up or thumbs down. I'm going to clap for you. Ready? [Claps] Thumbs up or thumbs down?
CHAD: [laughs]
WILL: I say thumbs up. It was a clap [laughs].
BROCK: Okay. Is it what you were expecting?
WILL: No, it wasn't.
BROCK: Ah. What are some of the qualities of clapping that we could probably tease out of what you were expecting? Like, could volume or dynamics be one?
WILL: Yeah, definitely. And then, like, I guess, rhythm of it like music, like a music rhythm of it.
BROCK: Okay. In some cases, you know, like at jazz and some churches, people actually snap. They don't clap. So, hands or fingers or style. So, if we were to take these three categories and we were to break them 4, 3, 2, 1 for each one, would a 4 be high volume, or would it be middle volume for you?
WILL: Oh, wow. For that, high volume.
BROCK: Okay. How about rhythm? Would it be 4 would be really fast; 1 would be really slow? I think slow would be...we have this cultural term called slow clapping, right [laughter]? So, maybe that would be bad, right [laughter]? A 1 [laughter]? And then, style maybe this could be a non-numerical category, where it could just be a 1 or a 2, and maybe hands or slapping a thigh or snapping knuckles. What do you think?
WILL: I'm going off of what I know. I guess a clap is technically described as with hands. So, I'll go with that.
BROCK: Okay, so a 4 would be a clap. A 3 might be a thigh slap [laughter]. A 2 might be a snap, and a 1 would be air clap [laughter].
WILL: Yep.
BROCK: Okay. So, you can't see this right now. But let's see, if I were to ask you what constitutes a 12 out of 12 possible, we would have loud, fast, hand-to-hand clap. I think we could all do it together, right [Clapping]? And that is how it works. What I've just done is I've created criteria. I've created gradients or qualities. And then, we've talked about what those qualities mean, and then you have an idea of what it might look like into the future. You have previewed it.
And there's a difference here in video games. A simulation is where I copy you step by step, and I demonstrate, in performance, what's been shown to me to be accurate to what's been shown to me. Most humans don't learn like that. Most of us learn through emulation, which is we see that there's an outcome that we want to achieve, and we see how it starts. But we have to improvise between the start and the end. In a book by Michael Tomasello on being human...he's an anthropologist, and he studies humans, and he studied other primates like great apes. And he talks about emulation as like the mother using a blade of grass, licking it, and putting it down a hole to collect ants so that she can eat the ants.
And oftentimes, the mother may have their back to her babies. And the babies will see the grass, and they'll see that she's putting it in her mouth, but they won't see the whole act. So, they've just [inaudible 33:29] through trial and error, see if they can do it. And this is the way an earlier paper that I wrote in studying kids playing video games was. We start with trial and error. We find a tactic that works for us. And then, in a real situation, there might be multiple tactics that we can use, and that becomes a strategy. And then, we might choose different strategies for different economic benefits.
So, for example, do I want to pay for something with pennies or a dollar, or do I want a hundred pennies to carry around? Or would I rather have a dollar in a game, right? We have to make this decision of, what is the value of it, and what is the encumbrance of it? Or if it's a shooting game, am I going to take out a road sign with a bazooka when I might need that bazooka later on? And that becomes economic decision-making.
And then, eventually, we might have what's called top site, which is, I understand that the game has these different rules, opportunities, roles, and experiences. How do I want to play? For example, Fallout 4 was a game that I really enjoyed. And I was blown away when I found out that a player had actually gone through the Final Boss and never injured another non-player character in the game. They had just done the whole thing in stealth. And I thought that is an artistic way to play. It's an expression. It's creative. It's an intentional way of moving through the game.
And I think that when we provide that type of independent, individual expression of learning, we're allowing people to have a unique identity, to express it creatively, and to connect in ways that are interesting to other people so that we can learn from each other. And I think that's what games can do.
And one of the hurdles that I faced back in 2004 was I was creating a finite game, where what I had coded in decision trees, in dialogue, in video interactions, once that was there, that was done. Where we're at now is, I can create an infinite game because I've learned how to leverage machine learning in order to generate lots of different contexts using the type of criteria and qualities that I described to you in Clapping Academy, that allow me to evaluate many different variations of a situation, but with the same level of expectation for professionalism, knowledge and expertise, communication, compassion, curiosity. You know, these are part of the eight elements of what is valued in the nursing profession.
And when we have those rubrics, when we have that matrix, we begin to move into a new paradigm in teaching and learning because there's a much greater latitude and variety of how we get up the mountain. And that's one of the things that I learned as a teacher is that every kid comes in differently, but they're just as good. And every kid has a set of gifts that we can have them, you know, celebrate in service to warming up cold spots.
And I think that sometimes kids are put into situations, and so are adults, where they're told to overcome this cold spot without actually leveraging the things that they're good at. And the problem with that is, in learning sciences, it's a transfer problem, which is if I learn it to pass the test, am I ever going to apply it in life, or is it just going to be something that I forget right away? And my follow-ups on doing classroom and learning research is that it is usually that. They learned it for the test. They forgot it, and they don't even remember ever having learned it.
And the greatest gift that I got, having been a teacher, was when my wife and I would, I don't know, we'd be somewhere like the grocery store or walking out of a Target, and a couple of young people would come up and say, "Yo, Mr. Dubbs," And I'd be like, "Hey [laughs]!" And they're like, "Hey, man, you remember when we did that video game class and all that?" And I was like, "Yeah, you were so good at that." Or "Remember when we made those boats, and we raced them across the pool?" "Yeah, yeah, that was a lot of fun, wasn't it?" And I think part of it was that I was having as much fun doing the classes and the lessons as they were doing it.
And it's kind of like a stealth learning, where they are getting the experience to populate these abstract concepts, which are usually tested on these standardized choice tests. And it's the same problem that we have with scaling a technology. Oftentimes, the way that we scale is based on conformity and limited variation when we're really scaling the wrong things. And I think it's good to be able to scale a lot of the tasks but provide great variety in the way that we can be human-supported around them.
So, sure, let's scale sales and operations, but let's also make sure that we can scope out variation in how we do sales, and how we do customer service, and how we do present our product experience. So, how do we begin to personalize in scope and still be able to scale? And I think that's what I'm getting at as far as how I'm approaching CareTrainer, and how I'm approaching a lot of the knowledge translation that we're doing for startups, and consulting with larger and medium-sized businesses on how they can use AI.
CHAD: That's awesome. Bringing it back to CareTrainer, what are some of the hurdles or cold spots that are in front of you and the business? What are the next steps and challenges in front of you?
BROCK: I think the big thing is that I spend a good two to three [laughs] hours a day reading about the advances in the tech, you know, staying ahead of the knowledge translation and the possible applications. I mean, it's hard to actually find time to do the work because the technology is moving so fast. And, like I said, we were starting to build MVP 2, and we realized, you know what, this is going to be done for us in a little while. You know, it'd be cool if we can do this bespoke. But why not buy the thing that's already there rather than creating it from scratch, unless we're going to do something really different?
I think that the biggest hurdle is helping people to think differently. And with the elder care crisis and the care crisis, I think that we really have to help people think differently about the things that we've done. I think regulation is really important, especially when it comes to health care, treatment, prescription safety. I think, though, that there are a lot of ways that we can help people to understand those regulations rather than put them in a seat in front of a monitor.
CHAD: I think people respond to, you know, when there's a crisis, different people respond in different ways. And it's a natural tendency to not want to rock the boat, not introduce new things because that's scary. And adding more, you know, something that is scary to a difficult situation already is hard for some people. Whereas other people react to a crisis realizing that we got into the crisis for a reason. And the old ways of doing things might not necessarily be the thing to get us out of it.
BROCK: Yeah, I totally agree. When I run into that, the first thought that comes to my head is, when did you stop learning [laughs]? When did you stop seeking learning? Because, for me, if I were to ever stop learning, I'd realize that I'd started dying. And that's what I mean by the spark, is, no matter what your age, as long as you're engaged in seeking out learning opportunities, life is exciting. It's an adventure. You're discovering new frontiers, and, you know, that's the spark. I think when people become complacent, and they say, "Well, this is the way we've always done it," okay, has that always served us well?
And there are a lot of cultural issues that go with this. So, for example, there are cultural expectations about the way kids learn in class. Like, kids who come from blue-collar families might say, "Hey, you know what? My kid is going to be doing drywall, or he's going to be working fixing cars, or he's going to be in construction, or why does he need to do this? Or why does she need to do that? And, as a parent, I don't even understand the homework." And then, there are the middle-class folks who say, "You know what? I'm given these things. They need to be correct, accurate, and easy to read. And that's my job. And I don't see this in my kids' curriculum."
And then, there are the creatives who say, "Hey, you know, this has nothing to do with where my kid is going. My kids are creative. They're going to have ambiguous problems that they have to come up with creative solutions for." Then you get to the executive class where, like, these elite private schools, where they say, "My kid is going to be a leader in the industry, and what they should be doing is leading groups of people through an activity in order to accomplish a goal."
And those are four different pedagogical approaches to learning.
So, I'm wondering, what is it that we expect from our caregivers? And I've got kind of a crazy story from that, where this young woman, [SP] Gemma, who was a middle school student, I gave her the option, along with my other kids, to either take a standardized test on Greek myths, or they could write their own myth. And she wrote this myth about a mortal who fell in love with a young goddess. Whenever they would wrap and embrace and kiss, a flame would occur.
One day the mother found out and says, "Oh, you've fallen in love with a mortal. Well, here you shall stay. This shall be your penance." And she wrapped her in this thread, this rope, and dipped them in wax so they would be there forever. But then the flame jumped to the top, and that is how candles were created.
And I read that, and I was...and this is, like, you know, 30 years ago, and I still have this at the top of my head. And I was like, "Gemma, that was amazing. Are you going to go to college?" And she says, "No." "No? Really? What are you going to do?" "I want to be a hairstylist." And, in my mind, my teacher mind is like, oh no, no, no, no. You [laughs] need to go to college. But then I thought about it. I thought, why wouldn't I want a smart, skilled, creative person cutting my hair? And, you know, people who cut hair make really good money [laughter].
And the whole idea is, are we actually, you know, empowering people to become their best selves and be able to explore those things? Or are we, you know, scaring them out of their futures with, you know, fear? Those are the big hurdles, which is, I'm afraid of the future. And the promise is, well, it's going to be different. But I can't assure you that it's not going to come without problems that we're going to have to figure out how to solve. And there are some who don't want the problems. They just want how it's always been.
And I think that's the biggest hurdle we face is innovation and convincing people that trying something new it may not be perfect, but it's a step in the right direction. And I think Hans Rosling in Factfulness said it very well. He said, "Things are better than they were before, but they're not great." Can we go from good to great? Sure. And what do we need to do? But we always are getting better, as long as we're continuing to adapt and create and be playful and look at different ways of doing things because now people are different, but just as good.
CHAD: Brock, I really appreciate you stopping by and bringing your creativity, and energy, and playfulness to this difficult problem of caregiving. I'm excited for what the future holds for not only CareTrainer but the impact that you're going to have on the world. I really appreciate it.
BROCK: Well, thank you for having me and letting me tell these stories, and, also, thanks for participating in Clapping Academy [laughter].
WILL: It was great.
CHAD: If folks want to get in touch with you or follow along with you, or if they work in a healthcare organization where they think CareTrainer might be right for them, where are all the places that they can do that?
BROCK: You can reach me at brock@caretrainer.ai. They can express interest on our website at caretrainer.ai. They can reach me at my personal website, brockdubbels.com, or connect with me on LinkedIn, because, you know, life is too short not to have friends. So, let's be friends [laughs].
CHAD: You can subscribe to the show and find notes for this entire episode along with a complete transcript at giantrobots.fm.
WILL: If you have questions or comments, email us at hosts@giantrobots.fm.
CHAD: You can find me on Mastodon at cpytel@thoughtbot.social.
WILL: And you can find me on Twitter @will23larry.
This podcast is brought to you by thoughtbot and produced and edited by Mandy Moore.
CHAD: Thank you again, Brock. And thank you all for listening. See you next time.
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Jul 18, 2024 • 45min
534: How Toma is Transforming Car Dealerships with Voice AI Technology
Host Chad Pytel interviews Monik Pamecha, the Co-Founder and CEO of Toma, a company specializing in AI for the automotive industry. Monik discusses how Toma automates phone calls for car dealerships, enhancing customer service and streamlining interactions. Despite advancements in digital communication, phone calls remain crucial in the automotive sector, and Toma leverages AI to improve these experiences significantly.
Monik shares his journey in the tech industry, detailing Toma's evolution from experimenting with different AI applications to focusing on voice AI. He explains the challenges and successes faced along the way, highlighting how AI technology has matured since his early work with chatbots in 2016. The conversation reveals how Toma's voice AI quickly gained user traction, validating their focus on this innovative technology.
The episode also delves into the practical implementation of Toma's AI solutions in the automotive industry. Monik emphasizes the importance of integrating AI with existing dealership software and the gradual rollout process to ensure effectiveness. He discusses the need for clear communication about AI's role in customer interactions, reflecting diverse responses across different demographics. Monik's insights provide a compelling look at the future of AI in automotive customer service.
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Transcript:
CHAD: This is the Giant Robots Smashing Into Other Giant Robots podcast, where we explore the design, development, and business of great products. I'm your host, Chad Pytel. And I'm joined today by Monik Pamecha, Co-Founder and CEO of Toma, which provides AI for the automotive industry. Monik, thanks for joining me.
MONIK: Hey, Chad, thanks for having me.
CHAD: Obviously, in fact, as evidenced by the guest list that we've had over the last few months, a lot of companies are either integrating AI into their products or starting new companies. And you've been around doing AI for quite a while now. Tell us about Toma.
MONIK: Yeah. So, Toma automates phone calls for the automotive industry right now, and we build a lot of different AI products as well. It's an interesting market, but one of the leading users of phone calls for doing business. So, a lot of the business, which is buying cars, you know, the first touch happens over the phone, you know, people bringing in their cars for service, getting updates, and all that, like, mostly happens over the phone, even though you have had websites and apps and all of these around.
And to give you, like, an idea of scale, like, there are 290 million cars in the U.S. alone, which is, like, about 90% of the population has at least one car. So, scale is massive, and Toma is making that experience of getting service and just dealing with anything related to automotive, like, 100 times better.
CHAD: So, I would encourage people to go to the website and check it out, because, I have to admit, I was a little skeptical, at first, about how good the phone call could actually be. And I was impressed by how natural it was, how it was able to respond in the video demos that I saw. So, how did you know that this was going to be possible?
MONIK: I think a lot of it comes from our own experiences, I mean, not with automotive, but with technology. So, I've been in tech for a long time. I mean, I started writing code when I was, I think, 11 or 12, a similar story for my co-founders as well. But I've been doing machine learning research as well in the past. In fact, this was in 2016 when I wrote a paper on this as well, and we built a chatbot that was based on generative models. And, at the time, in 2016, it was really funky. Like, Google had come up with something called Sequence to Sequence, and we were using that to train it on a little bit of data that we had, and we had something that kind of worked.
And, at the time, I was thinking that, I mean, when you were working with that, you'd see it, like, go off the rails and, like, do something really stupid. It couldn't even get grammar right. And, at the time, I saw all the holes that I was like, if somebody plugged these, like, you know, this would be phenomenal. Like, this is what it takes for it to work, you know, these are the places, more from a practical experience, right? Like, if you had to take it to production, like, what would you need to fix?
And then, six years later, I see that things actually started picking up, right, like, they actually fixed all those holes. And it came back to me, and I was like, all right, this is the time. You know, those were the issues. They're all fixed. Now you can go ahead and build. So, I think a lot of it came from experience as to like, all right, this is what we should build, or this is why we should build, like, in terms of the technology. But we didn't really arrive at this idea, so to speak, you know, at least as a founding team. It was a lot of pivots.
CHAD: What was the original sort of idea that you said, okay, we're going to start a company to do this?
MONIK: Well, that was very different from this very, very different. So, my co-founder and I, like, most founders, like, the first thing they do is they try to look for problems that they themselves have. And we're like, huh, looks like...what do we have in common? We have some chronic conditions, and we've used diet to, you know, manage them. So, maybe let's build a tool to help, you know, patients manage conditions with, you know, diet recommendations. And we spent six months on that, and it went absolutely nowhere.
Also, I think consumer products are just different. They require a different kind of thinking. But, you know, we were just trying to throw something on the wall and pray it sticks. And, you know, it was honestly pretty miserable because we got banned on a bunch of communities on Reddit and Facebook trying to promote it. And, like, all the people who tried our product they just never came back again, and, you know, things like that when you have something that people don't want, right? So, we see that side.
I mean, and after that, we go ahead and we try to do...I think it was during it, I don't know, like, when you get a sense of, like, something's not going to work, where, like, then we realized maybe we should stick to what we know best, which is, you know, we're both technical. So, maybe we should do something that's, you know, more relying on those skills than something entirely different, which I think Y Combinator calls it founder-market fit. I think that's also very true. Of course, you can, like, build something for a business you know nothing about, but there must be some compatibility.
So, yeah, we started with that, kept on experimenting. And then, I think, at some point, we were so annoyed that we made, you know, a list on Google Sheets. And we're like, all right, let's just, you know, vomit out 10 ideas that we have had, and let's write them all, and let's go after them one by one. Let's spend two weeks until we hit something that, you know, maybe we think has legs. And the third idea or the fourth idea on that was building something with voice AI. And, at the time, even that was, like, just a horizontal platform. That was it. All right, so we go ahead and commit to that.
So, if we go through the list, try the first two or three ideas, I think the first thing was...then we went on the other extreme where we're like, all right, let's do something we do all day long, which is, as engineers, we are on call. So, you know, even at, I don't know, 2:00 a.m. in the night if your system is down, you get a pager on your phone saying, "Get on the computer and fix it." And we're like, how could we make that better? That was the first thing on that list. We spent some time trying to do it and, again, we kind of get that feeling.
I think the more you fail, I guess, the better you get at detecting failure. I don't know about success but failure for sure it works like that. I think the third or the fourth idea was voice AI, and then we go ahead. We hack a prototype over a weekend and then put it out on...again, the communities that we know how to market were, like, Facebook groups and Reddit. And it picks up. Like, within, like, 3 days, we had 200 demo calls set up. And that just blew our minds because having been on the other side, we're like, oh, this is what it feels like when people kind of want something, what you have. I mean, it's still not clear, right? But --
CHAD: And you put it out there as automated voice assistant for businesses?
MONIK: No, actually what we did [laughs], I mean, nobody will want to click that if you put it like that [laughter]. You know, just out of curiosity, I was like, "Hey, you know, I've built this thing. It does this, you know, what do you think? Do you think this has any use for you?" And that's it. Like, people are, you know, messaging me nonstop, like, DMing me that, "Can you please share it with me? You know, I run this business. This might be helpful."
It was, like, more genuine. Like, I was just exploring, but, you know, that was a question that I posed. And that had, like, so many people show up, and they're like, "How about you just give us that and we can make money off of this?" And then, we started, you know, digging deeper, and we're like, oh, okay, it looks like you have so many manual processes and across industries. So, we had, like, some people from healthcare, some people from, like, you know, MLMs, multi-level marketing, so many different industries, optometrists, some in construction.
Anyway, so we're, like, thinking at that point, huh, okay. Maybe there is something here. Again, no mention of automotive, no mention of dealerships, nothing. We had a single dealership then. And I would say this was, like, about six months. I don't even know how many months ago, but, like, a couple of months ago. I think, at the time, is when we applied to Y Combinator as well.
CHAD: So, you applied to Y Combinator with the voice idea.
MONIK: Right. And we put something out there. I forget if it was the healthcare idea or the voice idea, but it's probably one of the two. I mean, that's also the other thing about Y Combinator. I think they don't really focus on ideas as much as they just focus on teams, which I think is probably the best practice. You know, we pivoted again [laughs].
But yeah, so we did voice AI, and then spent some time just trying to do everything, right? Trying to build a horizontal layer for voice, where building assistance for all kinds of businesses. And, you know, one of the businesses, at the time, was a dealership. I always like to think of this as an arranged marriage, where, you know, we have the customer. We kind of work through it --
CHAD: So, you had an actual dealership that you were partnered with as sort of a expert in the industry?
MONIK: Our first customer, right. And they were very progressive dealers, so they're always trying new things. And, at the time, we were working with a bank. We were working with some healthcare locations as well. We had some construction industry... whatnot. And we were going crazy trying to build something because everybody had these different requirements. And then, in practice, like, if you push AI out in the wild, to make it work, you need a lot of things, like deep domain expertise being one of them.
So, that realization is happening, you know, where we're coming to terms with that. And, at the same time, it works really well for the dealership, and they bring another customer. And they're like, "Oh, they also want to use it," and we're like, "Okay, sure. We'll turn it on." Then we do it. And then, it works again. And then, they bring more customers. And then, we're like, wait a minute, you know, like, we're not doing any outreach. We're not pushing out anything, and it seems like customers want it. And then, there are these other places where we're struggling so much.
Like, even with healthcare, you know, the regulations in banking and healthcare they slow down, you know, any sort of, like, AI implementations. So, even that world was very different with the automotive space. And you kind of do more of it and then you're like, oh, okay, looks like there is something here, and then we just decide to double down on that space. And then, we go further deep in and you realize, oh --
CHAD: Did Y Combinator...that can be a difficult decision for founders to make. So, did being in Y Combinator help you sort of give you the push to make that kind of bold decision?
MONIK: At least from our experience, it's always been that they're, like, get to the truth very quickly, whatever it is, and then make a decision. Do not delay it. I think we were, in fact, slow to do that. I think they were probably pushing people to do it more because we saw companies pivot in our batch, like, two times, three times right before demo day, which is the end of the program. Like, two weeks before, they just completely changed the company, and that's completely okay.
CHAD: So, how does an implementation actually happen? How does it roll out to a new customer?
MONIK: I mean, this is also very new, right? I think as you come across new customers, you have to adapt the process. But the essence of it is that you first have some data to start, which is, for example, for us, we work with a bunch of call recordings because a lot of our customers are already recording a lot of their calls. So, that gives you, like, some data as to what the experience is like today. Then the next thing is you get an idea of what you know your customers want the experience to be like. And then, you're basically now figuring out the delta between the two.
And then, you're configuring the AI agents, making sure, testing it. And then, you have, like, a period of, like, a week or so where you get through all of that. Then you work through integrations with existing softwares. That also, by the way, is another, like, I would say automotive is a sleeping giant. Like, an auto dealership, on average, like, per month will be spending $50, 000 on software.
CHAD: Wow.
MONIK: Because the whole business runs on software—everything starting from sales, inventory, parts, service, everything, repair orders—all of it comes through that.
CHAD: Now, is there a single common platform that a lot of dealers are using?
MONIK: Unfortunately, no. There are some major players; CDK Global is one of them, which actually was hacked recently. And it's in, like, over 15, 000 dealerships, and all of them shut down.
CHAD: Wow.
MONIK: Like, they just couldn't do any business, and they had to come up with creative workarounds. So, it was pretty painful, kind of, like, a COVID, you know, COVID moment for them. And then, yeah, we've been trying to help our dealers, whoever used that software, to, you know, again, come out with workarounds, where the AI is actually capturing all the information. And, you know, instead of dumping it into that system, it's, you know, finding workarounds on how to get it to our dealers. But yeah, so you integrate with them. That is, like, another major step. And they're, you know, they're not the most tech-forward companies so, you know, that can be a little challenging.
CHAD: Right. So, they use a lot of software, but they're not necessarily tech for...they probably don't have big IT departments and that kind of thing. And then, the users are probably non-technical.
MONIK: Correct. Yeah. The thing about dealers, I think, is that they're so plugged into the business, like, they know everything that is happening in the business. Everybody knows what the bottom line looks, what really will move the needle, what is a good customer experience. They may not be technical, but I don't think it even matters. That's the thing.
But yeah, we were talking about, like, the process, so it takes a couple of weeks So, you do, you know, you get all the information from them as to what needs to be done. You integrate into the systems. And then, the next thing that you do is you start slowly, where, for example, when we start taking phone calls for them, we initially start with off hours and overflow. So, when nobody's able to pick up a phone call, we get the phone calls. And that's how you get, like, some training data at the beginning in a safe manner.
And then, as the volume increases, you know, you get more confident, and you roll it out to a larger audience. But I think the key thing here is it has to be a gradual process because, even for the customer, it's something so new, like, to have a full-fledged conversation. Like, you can have a phone tree where it's, like, press one; press two. You're used to that kind of stuff, and that's been around for 15 years, and it still is, you know. And it is not the most natural thing, but it continues to exist. So, this is the next, you know, natural evolution of that interface where it's more free-flowing and, you know, less annoying.
CHAD: Do all of your customers...when the AI agent answers, does it say it's an AI agent?
MONIK: I mean, our recommendation is to always say that. I mean, it's up to the customer, eventually, if they want to say that or not. And, in fact, it is pretty interesting. Demographics make a huge difference. Like, we're live in, you know, all the states, not all but I would say, like, all the major states. And the way people behave with AI agents is so different, you know, Florida, and Michigan, and California, like, we see the call quality. We see the metrics. We see how annoyed people are or how happy they are and things like that. The way they talk is so different.
And one of the parameters in that is actually, you know, letting them know that it is an AI or not as well. So, we tweak that based on, you know, where we are. But for the most part, we always say that because we want to set the expectations, right? Because, initially, when we didn't, the most popular question on the call was like, "Are you a human?"
CHAD: [laughs]
MONIK: And the fact that people are asking it was also pretty insane, right?
CHAD: Right. They could sort of tell that something was different.
MONIK: Yeah, if you have, like, a long enough conversation because, obviously, it's not human, right? And then, you go, like, five turns into the conversation, and then you realize, okay, it sounds like a human, like, you know, it's speaking pretty quickly. It's giving me the kind of answers I want. But, like, this thing is strange because, you know, humans have a personality now.
Like, with AI, like, a lot of the systems, I mean, you can build personality into it, but it still doesn't have a personality, like, the truth is still that. And it does show up, you know, in interesting ways. And, of course, there can be, you know, some sort of mechanistic issues, you know, like, whatever, right, like, what the customer is really used to and then what you actually say. I think the best practice is to almost always declare, like, it's an AI. And that has improved call quality significantly.
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CHAD: Did you train your own models?
MONIK: Yeah, we collected enough data to be able to do that, and we have trained a lot of different components and different models. So, when you think of it, there's not, like, one model that does the whole thing. You have, like, a lot of these small, medium, and large models that do different parts. So, the voice and speech are, let's say, two components.
I think the brain of the agent is really the thing that needs the most amount of training because, you know, text to speech and voice, I mean, they have, like, you know, some limits and then, some, you know, business return. Like, after some point, like, there's not really much value to be gained there because if you can transcribe everything, you know, to a certain level of accuracy, all the regions change, you know, accents change. You can always improve. Then it's just expanding scope.
But really, with the brain of the agent, you have multiple different models that actually interact with each other, and they're not just LLMs or generative models. You have a lot of different types of things that are going. You know, you're looking up information. You are, you know, validating something. You're making sure if, you know, this is compliant with what, you know, your company's tone is, all of these happening at the same time. And then, these are the different things that you actually really need to train because that's so specific to, you know, the type of business that is happening.
CHAD: So, are you also doing your own hosting of the models, or are you using a cloud provider for that?
MONIK: Yeah, we use cloud providers. I think having a small team it's insane. I mean, you can host custom models on a lot of these providers now. And then, a lot of them even offer services for you to, like, train and, you know, they take care of the infrastructure as well. I think it's a good thing to rely on it if you're lean and small. There's only so much a few people [chuckles] can do and focus on.
CHAD: What are you most focused on right now, either from a business or a product perspective, or, you know, where's your area of biggest risk?
MONIK: Of course, there is always, you know, risk of competition. And I guess the real question is, like, where...a lot of popular AI companies get asked this as well, right? Like, what is your moat, right? And then, I mean, I think that is the most obvious risk, right? Where, like, what is stopping anybody else from doing what you're doing, right? And there are certain parts of it, which, you know, you can de-risk. Like, having data and having proprietary data is, like, one of the biggest factors in this, right, of de-risking this.
I mean, there's also like, you know, the risk of, let's say, especially in our industry, is, like, taking technology to an industry where, you know, consumers are not pro-technology. You know, they don't want to jump at the best thing that there is, right, especially customer service generally suffers from that, right? Like, people anytime they hear a bot or something and they're like, "Ah, representative agent." So, there's, like, some underlying risk in, you know, human tendencies as to what they want.
But, again, to think about it, like, you know, IVRs, which are these interactive voice response systems, they've been around for so long. Nothing about it is natural. It is completely alien to how we interact, but they've been around for so long. So, a lot of times, like, this innovation is actually pushed down from the business to the consumer and not the other way around. It may not be the best experience. It's getting there.
So, it's that battle between the two, which I think can delay implementations. You know, some people, like, one of our customers, at one point, we went through the entire deal. And I think the owner of the dealership group just said, "I don't believe in AI." Now, you know, like, it's pretty hard, right? Like, you have the metrics. You have the numbers. You're generating value, but the belief is strongly held. And then, at that point, you know, there's nothing you can do.
CHAD: Do you know why they were saying that? Was it like, I don't believe it as in I don't think it can do it, or I don't believe in it as in, like, it's against my ethics, or something like that?
MONIK: I feel like it's probably because they've been burned by past experiences of AI. Like, I think chatbots have been around for so long, and a lot of people in the automotive industry have used them. Now, they used to suck. And as I remember in 2016 as well, you know, over the few years that came, like, it was still pretty terrible. So, I think it's some muscle memory from that.
And then, also, I think AI has been hyped a lot, and I feel like people just generally discount anything that is hyped. And the opinion is that let's just wait for the dust to settle, and then we'll just pick the winners. So, it's also possible, right? On the adoption curve, like, there's you just hit some people who are probably not on the early or even the mid, right? Maybe on the tail end, which I guess is completely fine and true for any tech adoption cycle.
CHAD: And it's true for any product that you're...this is not just an AI company problem. I think it's a startup thing, you know, to find the early adopters and then to move on from there. But you need those early adopters, those champions who are willing to do something new before other people.
MONIK: Exactly. And, I mean, yeah, it's just surprising to me how many early adopters, even in...like, there are almost early adopters in every industry. Every business has people who just want to see something, you know, they're just excited about it, like, they're willing to take the risk. And sometimes I'm not even sure why. But, you know, there's just that element of thrill, and then also, you know, beating the market to it and things like that.
And once you feel it, you understand the adoption curve initially. Because when you see customers, you see, ah, I see every dealership. Everybody should use us. I mean, as a naive founder, I think that that's what I used to think initially. And then, you know, over time, you get a sense of like, all right, you know, these are the types of customers that you should go after. These are the people who you should talk to first. And you build that kind of muscle as a founder and, yeah, new learnings.
CHAD: So, you started with the voice assistant. But are you moving into providing other AI-driven solutions for the automotive industry?
MONIK: Right. So, as we work with more dealers, we found out, you know, more areas that can be improved and, you know, gaps in, for example, communication. I think a lot of, like, quality of service really comes from how you can, you know, communicate with your customer. And it's not just about...you could do a good job and, you know, you could just completely destroy your, you know, quality scores because you didn't communicate well enough.
And you could do a bad service and still have a great, you know, service, you know, experience by communicating well. So, I think a lot of it is key to communication, and that's our focus: using AI to make it better. Voice is one channel. There are other channels as well. And there are a lot of, you know, communication gaps within, you know, our customers, you know, business set up as well. So, we try to bridge that gap.
CHAD: So, since you're focused on communication then, you're probably still leveraging generative AI solutions.
MONIK: Oh, a lot of it is, you know, improved by that technology. Like, so I always think, like, great products usually bring in two things, right? One is a necessary evil. Let's say, you know, something that has to be done like a phone system, for example, like, you need people to call in. You need to set up all the numbers, phone trees, whatever, routing. And then, there is AI, which makes that whole process easier.
So, I think good products usually have these two things combined, where it lets you do one nasty thing, which, you know, obviously, everybody else can do in a different way. And then, there's this one exceptional thing that you can do. And then, [inaudible 27:04] together, and it makes, like, a great offering for the business. I think that's what we're working towards.
CHAD: What do you think about the way things are right now, in general? I do think that there are some companies that are saying, "Well, that great thing is the AI," but they're not necessarily solving a problem that needs to be solved in that way.
MONIK: Yeah. I mean, I think to that part, right, the hype is real. Even in my mind, I just discount, like, 40% of the things that people say about AI now. Like, I mean, I would say it's more true than not, like, 60%, sure, but, like, a rough number in my mind is just 40%, and people, like, exaggerate. But, I mean, that's not because, I guess, they're lying. It's because they're, you know, hopeful, right? Because nobody knows, like, in practice. Like, I mean, now that we've done, you know, hundreds and thousands of minutes of AI phone calls, like, that has, like, you know, added to my judgment. And I kind of know, like, you know, what is possible and what is not with even the most cutting-edge stuff there is.
I think a lot is possible. But it's unfair to say that, oh yeah, it's as good as a human, for example, right? Like, in certain use cases, that just is not true. It's a different paradigm. It's just a different design interaction that has never existed before. There's nothing human about it. You can try to force it to be as human as you want but then it is forced human. Like, it is still not natural because it just isn't.
CHAD: So, I'm getting the sense then that that might not be your north star. That might not be what you're shooting for.
MONIK: Yeah, not at all, no. At the end of the day, a tool should drive business outcomes, right? And then, to drive business outcomes, you got to understand what your customer and their users want, for example. You know, I can imagine a world where people will say, you know, when a human picks up the phone, and they're like, "No, I don't want to talk to you. Can you transfer me to a, you know, the virtual agent?" Like, it will happen, right? And it won't be natural. Like, I do not think it will be natural, and it will be different.
Because imagine, like, a human having access to all the information at the same time. Like, how would they behave, right? Like, humans behave in a serial manner, and then there is, like, some simplicity to some interactions and some complexity to others. That's not the case with, you know, all the information you have. Like, I already know, for example, if you call me, right, and I'm an AI agent for your business, I know so much about you already, right?
Like, I'm not going to act the way, you know, an agent would act who's, like, now pulling up something on the screen, and they're like, "Give me a moment," and then they're reading through your stuff. Like, I already know all the issues you've had, all the conversations you had in the past. So, now I know what's exactly wrong, and, in fact, I'll give you the answer straight up, right? Because I can kind of get ahead and figure out what you really want.
CHAD: There's an example in one of the example videos I watched or, actually, I was trying to think, would I ever want to not talk to a person, right? There's an example in one of your videos where you can see the person does exactly what I do on a call. They say their email address is their first name dot last name at gmail.com. And that's not exactly what mine is, but it's like that.
And I say that, and most of the people that I talk to on the phone when I say that they...and I think it might be because they're not on a screen that has my first name and my last name on it anymore. Oftentimes, they don't remember my name, or can't see it, or can't understand what I'm saying. But the AI has all the information, and it understood what you were saying, and it just gets it instantly.
MONIK: Exactly. Another example of that, right? Let's say, like, you called six times, right? I mean, usually what happens in call centers often is that, like, you get thrown around, different agents pick up, and then maybe the data comes there. I've heard that, like, on existing recordings of, like, humans, where it's like, "I'm calling for the sixth time. Like, do you need me to repeat the same thing again?"
And then, they go through the same flow again because that is the policy, for example. And then, they're just so annoyed. Like, with AI, there's no such thing. It's just, you know, one model that's consistent, that's listening to everything. And it's like, even before you say...like, "I see you've called for the sixth time. You know, I'm really sorry that this is happening," and, you know, whatever. Just simple things like that.
CHAD: I'm just thinking about those experiences that I've had with customer service that have been that. And, yeah, that's why I think that this is really, you know, has a lot of potential. So, how do you sort of, you know, critics of AI will often point to, like, putting people out of work, right? How do you think about that?
MONIK: Yeah. I always, like, to pin it down to, like, evidence, and, I think, at this point, I have enough to talk about this. I think what we've seen with our technology is that a lot of it leads to repurposing of existing talent. So, for example, there are, you know, business development companies that dealerships rely on for inbound and outbound calling.
Now, when we free their time up from inbound, like, that's what we focus on right now, and take off all the mundane tasks, like, the agents that they have are now free to do a lot more outbound, which actually drives more sales or, you know, gives a better experience because, you know, people are checking up on them and saying, "Okay, how was your service a week later," right? And the person feels really good. And if there's any problem, they address it, whatever, right?
So, I think there is more stuff to do than humans will ever be able to do, and our desires have no end. We will continue to pursue that. So, as you free up something...it's like a race which has no finish line. You get a little bit of lead, but that doesn't mean anything because now you still got to keep going and keep going, and that's what we've seen. So, you know, with service advisors, for example, who would get phone calls in the service department of the dealership all the time, now they don't get calls anymore, right? But they're able to spend more time with people in the store. So, they're actually able to upsell more.
So, this kind of efficiencies that you drive, like, they take off the stuff that, you know, you don't want to do all the time and is repeatable to some extent, and then you free them to do things that they couldn't have done before. So, it really is, you know, realizing that there is this endless amount of work that always needs to be done. And here, I took this off your plate, but you still have all this work to do. So, it's just repurposing of, like, talent that's been happening again and again.
And, I mean, there is, of course, that's not to say that there is not going to be a loss of job opportunities, things like that, because, you know, it's just part of creative destruction as it is called, right? Where anything new will create some sort of disruption and then, you know, destroy certain things, but then it creates more, you know, on a net basis. That's happening, yeah.
I mean, if you think about it, like, I mean, I remember I grew up in India. This was, like, 15 years ago, I don't know, maybe 10 years ago, too. There was somebody who would sit in the elevator, and their only job was to press a button. If you think about it, right? Like, I mean, is that job like, you know, what value is it driving? Of course, like, to some extent, right? And then, they came up with these elevators where you could punch in the numbers, you know, exact floors right at the beginning, and you just walk into the right elevator, and that's done.
So, I mean, that job obviously does not exist anymore or does not need to exist anymore, right? But, I mean, I don't know if anybody else in the world has an opinion on that job existing, for example. Like, it's just, over time, when we look back, it just seems, like, obvious that, you know, why were we doing that? We should be doing this other thing. So, I think it's just movement.
CHAD: Right. Yeah. I think it is uncomfortable in the moment but, you know, there is a certain trend to the world, aside from AI, aside even from technology, specifically of progress. And, you know, over time, positive comes from that, but that doesn't mean that there's not pain in the meantime.
MONIK: There is, yeah. Definitely, there is pain. And I think the real reason why people feel this a lot is sometimes, like, even I make that mistake myself of viewing yourself as, like, stationary in terms of, like, skills and learning. It's like, you are everything you've learned up till now. And, okay, if what I knew up until now is not going to be relevant tomorrow, then what am I going to do?
But the thing is that everybody has the capability to learn and improve, and, in fact, even that gets easier and easier with time because technology makes that easier. And then, people are able to do more things than they could do before, learn faster, for example. And it's important to not forget that we have that ability. You know, we can always change and improve, and, in fact, knowing so much makes us even better at knowing more. And that's why we've been able to adapt to every change in history so far; we always have.
You know, so that fear is natural. But I think, over time, when we all look back and we're like, oh my God, why were we doing that? You know, like, and we will all be doing different kinds of things. Like, that is guaranteed. That is going to happen. But that fear still exists, and I think that is what causes the pain. It's the anxiety of it. Like, really? Of course, you have to change, you know, tracks. That is very real, but it's not as painful as fear makes it.
CHAD: Well, speaking of growing, and changing, and improving, you mentioned that, you know, you and your co-founder are both technical. How have your roles changed as the company has progressed, and what have you learned [chuckles], and have you settled into any sort of roles?
MONIK: Yeah. So, I'm the CEO. My co-founder is a CTO. We both used to write code at the beginning. Now only one of us writes code.
CHAD: And I'm guessing it's not you [laughs].
MONIK: Yeah, it's not me. Although I do miss it sometimes, but, actually, to be honest, I don't.
CHAD: [laughs]
MONIK: I feel so happy to have found that, I mean, to have realized that. But yeah, I think, basically, I think now that I understand at least B2B business to some extent, I think you always need to have a clear split of, like, build and sell. And then, of course, there's all this additional stuff that you need to do, but I think these two distinctions need to be absolutely crystal clear because both are full-time jobs.
And more than that, you need, like, owners of those spaces, and it's very hard to jump between the two. I mean, if they are solo founders, I mean, it's incredible how they do it if they're able to do both, or they rely on AI, or they rely on, you know, consultants, or contractors, or whatever. But I think those are the two roles.
And it came, I mean, I think it was just a natural progression. It's, like, when there's more work than people, I mean, that's usually a good place to be, I think, and that's how you know something is going well. You automatically assume natural roles. Because it's in that moment of, oh no, my list is, like, growing, like, quicker than you know, something, and then I need to jump in, and then you pick up the most natural and important things to you.
And then, even if you're not good at, like, you don't have an option. You have to get better at it. For example, selling, like, I never did any sales, ever. Like, I was doing machine learning and distributed systems and whatnot. But I've come to now realize that, okay, that is something that I enjoy that I think I can learn and get better at. And everything I did before, actually, even the engineering mindset helps with sales because it's just a process. So, we kind of assumed our roles when we just had too much on our plate, and we're like, "All right, you'll do this. I'll do this. Okay, fine." And then, we just talk about it, and then, all right, we keep doing it, and then now it just becomes a routine.
CHAD: Yeah, how has your team grown?
MONIK: Well, we've been two of us now, and we're hiring for a software engineer right now. So, we've been very lean. And I think...and this is also to something that Sam Altman said. I think it was him or I don't know who said that but, you know, you'll probably see the first one-person billion-dollar company.
CHAD: Yeah, I think it was, yeah.
MONIK: And I think there is some truth to it. Like, I don't know about billion, but, like, maybe a couple of million, a couple of hundred million, like, that might happen sooner. Because we've always tried to stay very, very lean, and I think we've relied on using technology wherever possible. But yeah, that's not to say...we still need people to build. And we are looking for a software engineer because, at some point, there's only so much we can do.
CHAD: Yeah. So, what would make someone a good fit for your team in that software engineering position? What are they coming to the table with?
MONIK: Everything, I wish. No, I mean, there are some exceptional people. And I think that's exactly what we're looking for is engineers with a founder's mindset because a founder's mindset is always like, you know, give us all the information. We'll make the decisions and figure out like, you know, what needs to be done. And someone who's, of course, exceptionally skilled at technology, at writing code, at building software, but also at understanding like, you know, what to build. I think that is, like, a killer combination and that is what differentiates, like, a great extraordinary engineer from anybody else.
CHAD: Well, especially since it's going to be the second developer [chuckles], you're going to have high needs and expectations for that.
MONIK: And with startups, right? It's always a little bit of chaos, and it's people who thrive in that chaos. And that's the thing, right? I've worked in, like, a bunch of startups that actually went on to become unicorns. I worked at Turing.com, which I think is...$4 billion, something like that now. But when I joined, there were, like, you know, just 10 people. And every company has problems, you know. And there's always this chaos that ensues, you know, at every stage. But there are some type of people who, like, thrive in that. They just love it. And there are some people who complain about it.
I think the ones who complain about it lose that opportunity to grow, and they don't have the mindset to see opportunity in it. And I think those are the people who are absolute amazing, you know, future founders, you know, or even, like, great founding engineers are employees like that because they like that challenge, you know. It's like, this is wrong. Let me go fix it.
CHAD: Right. And the reverse is also true. There's a point in a company's life cycle where they need a different kind of person that is more, like, stable [laughs].
MONIK: Well, I don't know. I think I disagree with that. I think, I mean, that's when the company, you know, plateaus. Like, if you bring in more people like that, you...really, like, what is a company? It's just a collection of really smart people. The fact that OpenAI is able to do what Google cannot over the span of six years is because they just do not hire people, you know, of certain caliber, certain mindset. They just keep them out. Again, that's their policy, or even some larger companies. I think the idea is to keep that mindset going and going. It is tiring, right? But it is what drives innovation. Like, that's just the nature of it.
CHAD: Well, if what you're describing sounds like someone who's listening, or if someone's in the automotive industry and wants to learn more, where can they do that?
MONIK: Yeah, they can reach out to me, you know, my email is monik@toma.com. So, they could get to us.
CHAD: And you can subscribe to the show and find notes along with a complete transcript for this episode at giantrobots.fm. If you have questions or comments, email us at hosts@giantrobots.fm. You can find me on Mastodon at cpytel@thoughtbot.social.
Monik, thank you so much for joining me and sharing the story with me.
MONIK: Thanks, Chad. This was great.
CHAD: This podcast is brought to you by thoughtbot and produced and edited by Mandy Moore.
Thanks so much for listening and see you next time.
AD:
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Jul 11, 2024 • 33min
533: Leveraging Data for Gender Equality with Amy-Willard Cross
Founder Amy-Willard Cross discusses the mission and operations of Gender Fair, the first consumer rating system for gender equality. Gender Fair aims to measure and promote gender equality within consumer-facing companies by utilizing data and the UN Women Empowerment Principles. Amy highlights the importance of transparency and data-driven insights to create social change, emphasizing that gender equality in corporate practices benefits not just women but overall fairness in the workplace. Gender Fair evaluates companies across five categories: women in leadership, employee policies, diversity reporting, supplier diversity, and philanthropy for women.
Amy also shares how Gender Fair has incorporated technology to increase its impact, including an app and browser extension that allow consumers to easily access company ratings on gender equality. These tools enable users to make informed purchasing decisions based on a company's gender equality practices. The app features functionalities like barcode scanning and logo recognition to provide real-time information about products. Amy emphasizes the significance of making gender equality data accessible and actionable for consumers, believing that collective consumer power can drive corporate accountability and fairness.
Throughout the conversation, Amy discusses the challenges and successes of building Gender Fair, the importance of leveraging economic power for social change, and the role of technology in facilitating gender fairness. She also touches on the broader impact of Gender Fair's work in promoting fair business practices and the potential for future expansions, such as a B2B database for procurement.
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Transcript:
CHAD: This is the Giant Robots Smashing Into Other Giant Robots podcast, where we explore the design, development, and business of great products. I'm your host, Chad Pytel, and with me today is Amy-Willard Cross, the Founder of Gender Fair, the first consumer rating system for gender equality. Amy, thank you so much for joining me.
AMY-WILLARD: Well, I'm very happy to be talking to robots, giant and small.
CHAD: [laughs] We'll try not to smash into each other too much on this show. I think we probably have a lot to learn from each other rather than conflicting.
AMY-WILLARD: I think so.
CHAD: Let's just get started by digging in a little bit to what Gender Fair actually is in terms of what we mean when we say a consumer rating system for gender equality.
AMY-WILLARD: It's about data. So, I was originally a journalist. I've written for a living my whole life: books, magazines, articles [laughs], you know, radio shows. I wanted to do something to promote equality in the world. And I realized that data is one way that you can want to have commercial value. Data has value that isn't, like, just blah, blah, blogging, and also, data can create social change.
So, I decided to do something like, you know, we know fair trade has created great change as has, you know, marine stewards certified. And also, I was inspired by something that the Human Rights Campaign, the LGBTQ organization, does, which is called the Guide to Corporate Equality. So, our goal is to measure how companies do on gender and then share that with the public.
And I didn't just make this up. We use a set of principles called the UN Women Empowerment Principles, which look at eight different sort of areas of an organization. And so, we created metrics that are based on these UN Women Empowerment Principles and also based on what is findable in the public record. We rate consumer-facing public companies, you know, like Unilever, Procter & Gamble, the shampoos that you use, the cars that you buy, the airplanes you ride on.
And we look at five major categories, such as, like, women in leadership. We look at employee policies like parental leave, and flex time, part-time, summer Fridays. I'll be curious to know what you do at Giant Robot. I bet you have good ones. And then, we also look at diversity reporting. Our company is upfront with their attempt to bring more diversity into the workforce and also supplier diversity. I don't know, are you familiar with supplier diversity, Chad?
CHAD: I am because we often are a supplier, so...
AMY-WILLARD: You are. So, when they ask you if you're diverse...but one way companies, especially the big companies that we rate on this public database, they can make a big impact by trying to buy from women and minority-owned businesses, right? When procurement spending is huge. That's a metric that people may not know as well, but it's one that I would encourage every business to undertake because it's not that expensive. And you could just intentionally try to move capital into communities that are not typically the most rewarded.
The last category that we measure is philanthropy for women, and that's important. People say, "Well, why do you measure philanthropy?" One, because the amount of philanthropy that goes to women and girls is 1.5% of all donations, and it used to be 1.8. So, pets get more money than women. I don't know how that makes you feel, Chad, but it doesn't make me feel very happy. I mean, I suppose if you're Monster Beverage and you don't have any women clientele, one, it's okay if you don't score well on your gender metrics; just meet the basic fairness. But maybe Monster Beverage doesn't have to donate to the community of women.
But if you're making billions of dollars a year selling a shampoo, I would sort of think it's fair to ask that there's some capital that goes back the other way towards the community of women. So, that's the measurement. So, we could do it...and we do it for small companies like yours, too. I imagine your company would do well from the little bit I've talked to people on your staff. It sounds like you have a lot of women in leadership. And I don't know your policies yet, but I'm sure you...I bet in Massachusetts I know you have parental leave anyway in the state, but you're a more progressive state.
But I think this is something that all of your listeners can benefit from is putting a gender lens on their operations because a gender lens is a fairness lens. And it includes usually, you know, this includes people who are not just all the same men, White men. So, it helps all businesses sort of operate in a more fair way to put a gender lens on their operations. And it's not hard to do.
CHAD: So, one of the things that jumped out at me, in addition to just the Gender Fair mission, as I was learning about Gender Fair, is that you have an app and a browser extension. And so, that's part of why you're on the show, not only do we care about the impact you're having.
AMY-WILLARD: That's right. Yeah [laughs].
CHAD: But you're a tech company. Did you always know as you got started that you were going to be making an app and a browser extension?
AMY-WILLARD: Well, yes, that was the beginning because you have data. You have to make it used. You have to make it available, right? Personally, I like to see it on packages. But yes, we've had two iterations of the app, and I'm sure it could always get better and better. The current one has a barcode scanner and, also, it can look at a logo and tell you, "Oh, this soda pop is not gender fair. Try this soda pop, which is gender fair." And it can make you a shopping list and stuff like that.
But, you know, tech is only good if people use it, so I hope they do. I mean, the idea is making it more accessible to people, right? I would like to have it as a filter, some easy tech. We've talked to big retailers before about having a filter put on online shopping sites, right? So, if I can choose fair-trade coffee, why can't I choose gender-fair shampoo?
I like it when people can use technology to create more fairness, right? If this is a great benefit to us if technology can take this journalism we do and make it accessible and available and in your hand for someone, you can do it in the store, for Pete's sake. You could just go on the store shelf, and that's pretty liberating, isn't it? When you think of it. It should be easy to know how the companies from which you buy are doing on values that you care about. So, I never really thought of it as a tech. I wish it was better tech, but, you know, I'd need millions and millions of dollars to do that.
CHAD: [laughs] Had you ever built in any of your prior companies, or had been directly responsible for the creation of an app?
AMY-WILLARD: No, but I did actually once when I worked at the major women's magazine in Canada, I did hire the person who created the first online sort of magazine in Canada, and she made money, so I felt good about that. I plucked her from...she was working as sort of tech support at the major...what do you call those? Internet providers in Canada. But no, I had not, and so I relied on experts.
I had a friend who was on the board of Southby, and he helped me find a tech team. I went through a few of them and, you know, it's hard to find. Like, where do you go and find people who will build something for you when you're a novice, right? As a journalist, I don't really know anything about building technology, and I certainly wasn't about to start at my age. It was definitely a voyage of discovery and learning, and I don't think I really learned much coding myself.
CHAD: That's okay.
AMY-WILLARD: That's okay [laughs].
CHAD: But was there something that sort of surprised you that you didn't anticipate in the process of creating a digital app?
AMY-WILLARD: Oh gosh. Well, you know, of course, it's difficult, and there's lots of iterations, and there's lots of bugs. And in every business, mistakes are part of what people...in the construction industry, they'll tell you, "Mistakes are just going to happen every day. You just have to figure out how to fix each one." But, no, it's a difficult road. So yeah, I wish I could have coded it myself. I wish I could have done it myself, but I could not. But yeah, it's good learning.
And, of course, you know, I think anyone who's going to start building a company with technology...if it were me now 10 years ago, I would have actually done some coding classes so I could just even communicate better to people who were building for me. But I did learn something, but not really enough. But it's a very interesting partnership, that's for sure.
CHAD: And there is a lot of online classes now...
AMY-WILLARD: Right [laughs].
CHAD: If someone is out there thinking, oh, you know, maybe that's good advice. And there's a lot of opportunities for sort of an on-ramp, and you don't need to become an expert.
AMY-WILLARD: No.
CHAD: But, like you said, even just knowing the vocabulary can be helpful.
AMY-WILLARD: I think that would have been useful. Yeah, definitely useful. But I definitely, like, you learn a little bit as a text-based person. You learn the rigor of just sort of, like, you have to think in ones and zeros. It either is or isn't. That helps. I learned that a little bit in working with tech devs. The last version we did actually white labeled off of someone who had created a technology to do with...it was to do with building communities online. And their project failed, but it had enough backbone that we were able to efficiently build what we needed to on top of what they built.
CHAD: Oh, that's really...was it someone you knew already, or how did you get connected?
AMY-WILLARD: Yes, they knew one of our partners in New York. We tried it first as a community project. It didn't really work. And then, we realized it could actually hold our data at the same time. So, my first iteration of the app was different. But yeah, anyway, we've built it a couple of times, and I could build it even more times...
CHAD: [laughs]
AMY-WILLARD: And make it even better and better.
CHAD: So, on the sort of company side of you've worked with companies like Procter & Gamble, MasterCard, Microsoft, do you find it difficult to convince companies to participate?
AMY-WILLARD: What we do is data journalism. We don't contact the companies. We have researchers. We have journalists go and look through the SEC data and CSR reports and collect the data points on which we measure them. So, no one has to cooperate with us to get the data. It's journalism. It's not opt-in surveys, which is a very common...when I first started, no one was measuring women, and now there's lots of different measurements. And they're often pay-to-play surveys, so they're not really very valuable. Ours is objective and fully transparent journalism.
But then afterwards, our business model how we typically used to pay for this is that companies that did well on our index were then invited to be quote, "certified." And this was a business model that was sort of suggested to us at the Clinton Global Initiative, to which I belonged in 2016. And they loved what we were doing, using the free market to drive gender equality. Because, you know, our whole point is that women and people who care about women and equality, we have a lot of power as consumers, or as taxpayers, or as tuition payers, or as donors to nonprofits. And whenever you give money to an organization or a company, you have the right to sort of ask questions about the fairness of that organization. Well, that's our whole ethic, really.
I answered that question and came around to a different idea, but yes, no. So, the companies do participate to be certified, and some of them are interested and some of them are not, and that's fine. We do projects with them sort of like when we...we've talked about MasterCard, and we did a big conference with them in New York. This is pre-pandemic. And then, we did a big, global exhibit with P&G, and Eli Lilly, and Microsoft at TED Global, which was very fun. It was all about fairness. And it was great to talk to technologists such as yourself. And we made a booth about fairness in general, not just about women. And we had a fairness game, and it was very interesting to just discuss with people.
I think people like to think about fairness, right? I don't know if you have children, but little children get very interested in the idea of what's fair very early on. Yeah, so some companies participate...now we have companies...we do some work in B2B procurement which is something that your listeners might be interested in thinking about is that just, like, supplier diversity. If I were purchasing your services, your company services, I would ask about the gender metrics of your organization. I already learned they're quite good.
So, big companies buying from other companies can put a gender lens on their B2B procurement. And so, that's a project we're doing with Salesforce, Logitech, Zoetis, Andela, which is another tech provider, and Quinnox, which is a similar sort of tech labor force, I believe. And so, we're going to be releasing a database about B2B suppliers. Actually, I should make sure that you get on it. That's a good idea.
CHAD: Yes.
AMY-WILLARD: That's a good idea because then it's going to be embedded in procurement platforms because this is a huge amount of money. It's even probably more...it could be more money than consumer spending, right? B2B spending. So, I'm excited about working with more companies on that to help promulgate this data and this idea because it's an easy way to drive fairness in a culture. When the government isn't requiring fairness, at least large companies can. And in some countries, actually, the government requires its vendors to do well on gender. Like, Italy now has a certification for gender, the government does, and companies that do well are privileged in RFPs and also get a tax deduction.
CHAD: I don't want to say something incorrect, but I think the UK has, like, a rule around equity in pay...
AMY-WILLARD: Yeah, absolutely. You're absolutely correct.
CHAD: And yet they don't have equity in pay, the data shows.
AMY-WILLARD: That's right. And we don't have that in the United States. It's voluntary in the U.S. We measure that, actually, too. That's seven points over a hundred points scale is whether they, one, publish the results of their pay study. In the U.S., though, we do it in a way that isn't rigorous as the way they do it in the UK. In the UK...you're great to remember that, Chad, in the UK, I mean, I wish my government did that.
In the UK, companies report on the overall salaries paid to men and the overall salaries paid to women. So, that means if, you know, all the million-dollar jobs are held by men, it shows very clearly, and all the five-dollar jobs are held by women, it shows very clearly there's an imbalance. And in the United States, we just say, "Oh, well, is the male VP paid the same as a female VP?" That's sort of easier to do, right?
CHAD: When we've talked with some larger companies about different products we're creating or those kinds of things, sometimes what I hear is they're looking for big wins, comprehensive things. And so, I was wondering whether you ever get pushback or feedback that's like, "Well, not that your issue is not important, but it's just focused on one aspect of what our goals are for this year."
AMY-WILLARD: Right. Yeah, that's always a hard thing because when I think about fairness to half of the population, it's a hard thing for me to think that's not hugely important.
CHAD: Yes.
AMY-WILLARD: I have a really hard time, but yes, of course, we get that a lot. And, you know, quite frankly, when we did this B2B project with Logitech and Zoetis, they would ask their vendors, like, the major consulting companies and big companies, to take a SaaS assessment that we do. We have a SaaS product that private companies can take, or just instead of doing our journalism, they can just get their own assessment. And they were very, very reluctant to do this. That was just, you know, half an hour. It was a thousand-dollar assessment. And it took many months to convince these companies to do it. And that was their big customers.
So, yes, it is very hard to have...what's the word? Coherence on what one company wants versus what a big company wants, and it's hard to know what they want. And it's, yeah, that's a difficult road for sure. And it changes [laughs].
CHAD: Part of the reason why I asked is because from a product perspective, from a business perspective, at thoughtbot, we're big fans of, like, what can be called, like, niching down or being super clear about who you are, and what you believe, and what you offer. And if you try to be everything to everybody, it's usually not a very good tactic in the market.
AMY-WILLARD: That's right. That's right.
CHAD: So, the fact that you focus on one particular thing like you said, it's very important, and it's 50% of the population. But I imagine that focus is really healthy for you from a clarity of purpose perspective.
AMY-WILLARD: That's right. But at the same time, now there's lots of...when I started in 2016, there weren't a lot of things in this space, and now there's many, many, many, many, many, many, so corporations that want to sort of connect to the community of women or do better for women. There's many different options. So, there's many flavors of this ice cream. Even though we're niche, the niche is very crowded, I would say, actually, and people are very confused.
I mean, I think I remember hearing from Heineken that they're assaulted daily by things to, you know, ways to support women in different organizations and events. And they said they took our call because we were different. But yeah, there's many competitors. But, I mean, that's the main thing. In any business, in any endeavor in life, one has to show one's value to the people who may participate, and that's a challenge everywhere, isn't it?
CHAD: Yeah.
AMY-WILLARD: But the niching down thing is...and interesting we hear a lot these days is that women are done. We've moved on from that. Now we care about racial equality, and we say, "That's a yes, and… We can't move on."
CHAD: Well, the data doesn't show that we've moved on.
AMY-WILLARD: The data doesn't show that at all, and we're going way backwards, as you well know. So, I mean, actually, I don't know if you know, there's something called the named executive officers in public companies. Are you familiar with that? The top five paid people.
CHAD: Yeah.
AMY-WILLARD: They have to be registered with the government. Well, that number really hasn't changed in six years. That's where the big capital is, and the stock options, and the bonuses, and the big salaries. So, to me, that's very important that I would like, you know, rights and capital to be more...well, I want rights to be solid and capital to be flowing. And so, that's what we hope to do in our work.
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CHAD: So, going back to the founding of Gender Fair, when did you know that this was something you needed to do?
AMY-WILLARD: I wanted to serve, you know, you want to be useful in life. And I wanted to do work in this field that I care so much about. As I said, I think I told you I started doing journalism before, and I realized anyone could take the journalism, and they could, you know, Upworthy would publish things we would create and then not pay us for it. And I thought that's crazy.
But it's interesting talking to my husband. My husband's, like, a very privileged White guy. And I remember he said something to me very interesting. He said, "You either have power, or you take it." And he said, "Women have all this power." So, he helped me understand this. Like, you know, I think sometimes as women or communities that are underserved, you start thinking very oppositionally about what you don't have. But at the same time, you can realize that you do have this power.
So, what we're trying to do with Gender Fair is remind people they have this economic power, and they can use it everywhere, you know, in addition to our consumer database. I told you that we're doing a B2B database this year. And we also...I think next week I'm going to release a database of 20,000 nonprofits looking at their gender ratings. That was done as a volunteer project by Rose-Hulman Institute of Technology if you know them. So, yeah, this is an ethic that you can take everywhere in your life is you have this power, even as a consumer. Chad, even in your little town, you can ask your coffee shop if they pay fair wages. Like, this is just a way of looking at the world that I hope to encourage people to do.
CHAD: Along the journey of getting started, I assume you ran into many roadblocks.
AMY-WILLARD: Mm-hmm.
CHAD: Did you ever think maybe this is too hard?
AMY-WILLARD: Oh yes. Well, not in building. In building, you're very optimistic, you know, it's just like when you're writing your first book. You think it's going to be a bestseller. Like, you build something, and you think the whole world is going to use it right away, and you're going to...I did have a great...when I first launched, I had a wonderful, I had, you know, press in Fortune. I had Chelsea Clinton. I had big people writing about us. Melinda Gates has written about us many, many times.
The fact that...well, I've always wanted to build, like, a consumer revolution of women, and I'm going to keep at it. But it's very daunting. It's very daunting when you're trying to move a boulder such as, you know, big institutions and companies that don't really want to change, and they're not motivated to do it. So, yes, those are my roadblocks.
It's not creating the massive amount of change that I wanted to do. And I'm not going to give up, but, yes, it is very daunting, and it's very daunting to see how little people care. Some people don't care about it, but some people in power don't care about it. But I think if you asked, you know, regular women, they would say, "We would like fair pay. We would like equal opportunity. We would like paid parental leave." They would want all these things, and hopefully, together, we can fight for them.
CHAD: Well, and, like you said, the premise of what you're doing is you're focused on the power that you do have, which is the dollars that you spend with these companies. I think that's such a smart angle on this because especially for...it seems like the core in terms of the consumer-facing companies. That's so inherent in what this is.
AMY-WILLARD: That's right.
CHAD: Yeah, the angle of empowering consumers, and giving them the information, and leveraging the power that consumers have with these companies seems really smart to me...
AMY-WILLARD: That's right. If it works --
CHAD: As opposed to individually going to the companies and saying, you know --
AMY-WILLARD: "Please make it." Yeah. And some people would refute your use of the word empower because that implies that people don't have power. So, when I give speeches...I have a pair of beautiful gemstone red pumps, and I say it's the ruby slippers. We had this power all along. We just were not exercising it. But this power will only work, Chad, if it's done in the aggregate.
So, our challenge is to reach the aggregate of American women. I have to, you know, I have to go reach 50 million women this year. That's my goal. Reach 50 million women with this message that we have the power in the aggregate to make change. And that's the only way this will work. If it's just one by one, it really doesn't.
When I first launched, I found when I showed the app to people on the lower end of the economic scale, like, you know, people in the cash register; they understood this more than middle-class women. They understood the fact that if all women come together and, you know, buy from this company or don't buy from this company based on how they treat women, they understood that as a collective power. Whereas middle-class women who don't have as many struggles didn't really groove to that idea as quickly, which I thought was very...to me, it was very interesting, you know, individuals feel more powerful on the higher end of the social scale. They may or may not --
CHAD: That is interesting.
AMY-WILLARD: Yeah. So, yeah, that's my goal. We'll see if I can do it. That's going to be my life's work, I think, Chad.
CHAD: How do you reach 50 million people?
AMY-WILLARD: I don't know. That's what I'm going to think about. You know, we're talking to different people about campaigns. We actually stopped the consumer work during the pandemic because it just, you know, everything changed. And so, now, this year, we're going back. I don't know; I mean, I guess if Ryan Reynolds tweeted about me, you know, that would help. If [laughs] anyone listening has any ideas how to reach 50 million women...no, maybe 3 million is what I need to create social change.
CHAD: I imagine that it doesn't just come down to spending money on advertising. One, you might not have that money.
AMY-WILLARD: No. And that would be, you know, that also would be not in the ethics of what Gender Fair is, for example, right? That means I would be paying money to Facebook and basically Facebook, I guess, and Google. If you look at the major spends of nonprofits, they're advertising with these big tech giants. And so, we have...actually, we have some partnerships with large women's organizations, and I think that's the way we hope to spread that. And if I had money for advertising, I would want to spend it with other women's organizations, or women's owned media, or women influencers.
There's another idea I talk about in my work I call the female domestic product, and so talking about how much money women earn or capital we control. And the more we can grow that female domestic product, the more we can achieve equality actually. I always say, in America, you get as much equality as you can pay for sadly.
CHAD: I was just about to say, "Sadly."
AMY-WILLARD: Sadly, yeah. It's true. We still don't have the Equal Rights Amendment. A hundred years.
CHAD: Well, 50% of the population would say, "Why do we need an Equal Rights Amendment [laughs]?"
AMY-WILLARD: All men are created equal, but yeah, it's quite astonishing. I don't know. Do you have daughter, too, or just a son?
CHAD: I have a son, and my younger one is non-binary.
AMY-WILLARD: Well, I'm sorry to be so binary. Excuse me.
CHAD: It's okay.
AMY-WILLARD: Well, interesting. And that's great, too, isn't it? Because we see how fluid gender is and their rights are just as important as a woman's rights. And these are, you know, women and non-binary people are often excluded from things. And so, we are all working together just to create fairness. I'm sure that the same thing happens in your family, too.
CHAD: Yeah. I think fairness is one of those things. Sometimes equality is not necessarily the same as fairness.
AMY-WILLARD: Yes.
CHAD: But I think, like you said at the top of the show, fairness is something that we seemingly learn very early on. But one of the ways that it comes across is I'm being. It is unfair to me, especially in little kids, at least with my kids [laughs].
AMY-WILLARD: Of course, yes.
CHAD: That was the thing that they learned first and caused them the most pain. And it was very difficult for them to see that something was unfair for somebody else. So, I remember saying to my kids when they were little, "Fair doesn't mean you get your way."
AMY-WILLARD: That's right. Not fair.
CHAD: Right [laughs].
AMY-WILLARD: It's true. But then, you know, it's funny. When I talk about equal pay, I often say to people, "When I used to cut cakes for my children, I cut equal slices, and I didn't put them under the table," like, you know what I mean [laughter]? So, why are we so cagey about the slices of economic pie we give to one another?
I mean, there's no reason why pay has to be secret, right? If it's fair. You could easily talk to people. Well, you know, Chad gets paid more money because he's the CEO, and he does the podcast, and he has to talk to the bank, you know what I mean? So, you could easily explain that to people. And I don't know why we have to keep salaries a secret from one another. It seems very irrational to me and not really a part of fairness.
CHAD: Yeah. Yep. That's something...so, all of our salary bands at thoughtbot are public on the internet.
AMY-WILLARD: Cool. On the internet. Oh, I'm very impressed.
CHAD: Yeah. So, you can go to thoughtbot and use our compensation calculator. You enter in your location, what role you have.
AMY-WILLARD: Oh. So, you do it for other people. Oh, that's cool. That's a great service. And that was just some sort of tech that was sort of pro bono tech that you all built for the world.
CHAD: Yeah, we created it for ourselves.
AMY-WILLARD: And then you shared it.
CHAD: Mm-hmm.
AMY-WILLARD: Then you open-sourced it. Great. Well, I bet you have a lot of happy employees.
CHAD: I like to think so [laughs]. I do think that there is an inherent understanding of fairness. And when people ask how we do things at thoughtbot or how we should do things, I say, "How do you want it to be?" I think that guides a lot of how we do things and why a lot of stuff we do is just common sense. And it's not until ulterior motives or maintaining power comes into play where the people in power don't want to give it up. Because, like you said, people don't understand that by giving someone else a bigger piece, they think that that means their piece is smaller.
AMY-WILLARD: Right. Or they just think they deserve it. I was reading last night about succession planning and CEOs. And apparently, a lot of them just stay...oh, sorry, in big public companies, not in their own companies, they stay on way too long. And all these consultants are saying it's the four Ps, you know, position, privilege, pay, and then...I forget the other one. But one of them was jets. They don't want to give up their jets.
So yeah, I think when you have things, it seems fair, and sharing them seems...giving up some of what you have seems unfair. But I do think humans can see fairness. But sometimes, when you have a lot, it's hard to see it. You're able to justify why it may be not unfair to people who don't have as much as you do. But anyway, I can't change human nature, but most people do understand fairness. I think you're right about that.
CHAD: Well, one thing...I noticed...so, you're a Public Benefit Corporation.
AMY-WILLARD: Yes.
CHAD: Did you set out to be a Public Benefit Corporation from day one?
AMY-WILLARD: Yes, you know, originally, when it came to how was I going to pay for this, the first part I paid myself with my own money. I hired MBAs. I hired researchers. I built the tech. And then, I wasn't sure how I was going to pay for it going forward. But I knew I didn't want to become a nonprofit because, in my mind, there are so many things that...there are so many problems that women have that need to be solved by nonprofit organizations, planned parenthood first among them.
Like, I don't want to take money away from women's organizations that help women fleeing abusive homes. So, I wanted to see if I could pay for this in the private sphere, which we've been able to do, and not have to seek donations because, really, I felt very strongly about not taking money out of that.
That's part of the FDP, the part of the female domestic product, but the part that's contributed by people philanthropically. And there isn't a lot of philanthropic dollars going to women, as I mentioned before. So, yes, I knew definitely I wanted to be a Public Benefit Corporation. And there's no tax benefits to that, you know, I don't know if you are yet, but...
CHAD: No, it's something that we've looked at, but it's very attractive to me.
AMY-WILLARD: Right. And there's also the private version of it being a B Corp, which is also very useful. It's an onerous process. Public Benefit Corporation isn't quite as onerous, I don't believe. I mean, we're in Delaware and New York, but it just says that you're, I mean, we exist for the public good. I'm not existing to make millions of dollars. I'm existing to create social change. And some organizations don't want...are leery of working with us because we're not a nonprofit so that's to assuage them. Well, it's not really about...we're not about enriching shareholders. It's just a different way to pay for it.
But yeah, I would encourage all companies to look into being a Public Benefit Corporation or do a B Corp assessment or a Gender Fair assessment. It helps them, you know, operate in a world that is increasingly more values concerned. Maybe 20 or 30 years ago, it wasn't so on the top of mind of many people. We were coming out of, you know, warring '80s capitalism. But nowadays, the younger people, especially, are very focused on issues of fairness and equality. So, I think those tools making business better that way are very useful.
CHAD: Well, I would encourage, you know, everyone listening to go check out the app, if you're at a company, to look at doing the assessment. Where can people do those things?
AMY-WILLARD: Ah, well, yeah, I would encourage them to do all those things. You're right, Chad. I would encourage you to download the app and check some of your favorite brands. It's very simple. Do the paid subscription.
And then, if you're a company, you can do an online assessment. You just go Gender Fair assessment, and you'll find it. If you're a business and would like to participate in our B2B database, you can also do the assessment, or there's a coalition for Gender Fair procurement, where you can get information. We had the prime minister of Australia speak at our launch. It was quite excellent.
We'll be launching our nonprofit. Actually, I think it's already online. It's called genderfair-nonprofits.org, if you want to see how your favorite nonprofits do. But, basically, we're here to help any business or organization do better on gender. And you can email me amy.cross@genderfair.com. And I would love to help anyone in their journey for fairness of any kind. Yeah, many ways to participate. Just go to genderfair.com or genderfairprocurement.com.
CHAD: Awesome. Amy, thank you so much for sharing with us. I really appreciate it. And thank you for all the good that you're doing in the world with Gender Fair.
AMY-WILLARD: Well, I appreciate the way you're running your company in a very new, interesting, and apparently ethical way. Privately, I could look at your website and your career page and figure out how you're doing. But it sounds, to me, when I've talked to people, that you're doing very well. And I honor your curiosity about learning from others.
CHAD: Awesome. Well, listeners, you can subscribe to the show and find notes along with a complete transcript for this episode at giantrobots.fm. If you have questions or comments, email us at hosts@giantrobots.fm. You can find me on Mastodon @cpytel@thoughtbot.social.
This podcast is brought to you by thoughtbot and produced and edited by Mandy Moore.
Thanks so much for listening, and see you next time.
AD:
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Jul 3, 2024 • 40min
532: Building Trust and Community in Sustainable Business
In this episode of the Giant Robots Smashing into Other Giant Robots (On Tour!) podcast, hosts Sami Birnbaum and Jared Turner are joined by Ishani Behl, CEO and Founder of Skillopp and Sustainr. Ishani, an instructional designer by trade, began her journey by creating online courses and eventually moved into sustainability, inspired by her exposure to startups at the UNDP. She founded Sustainr, a platform that connects sustainable brands, and Skillopp, which simplifies learning using AI, aiming to reduce information overload.
Ishani discusses how her educational background and experiences shaped her desire to improve learning and sustainability. She emphasizes the importance of dejargonization and how Skillopp uses AI to make complex information more accessible. She also highlights Sustainr's role in connecting sustainable brands with resources and opportunities, fostering a community that emphasizes collaboration over competition. Her journey reflects a commitment to creating impactful, sustainable business practices and improving educational approaches through technology.
Throughout the conversation, Ishani shares her challenges in balancing multiple ventures, the importance of delegation, and her approach to building trust within her communities. She provides insights into the evolving landscape of e-learning and sustainability, emphasizing the need for personalized learning and effective communication.
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Transcript:
SAMI: This is the Giant Robots Smashing into Other Giant Robots podcast, the Giant Robots on Tour series coming to you from Europe, West Asia, and Africa, where we explore the design, development, and business of great products. If you have no idea about this Giant Robots on Tour series, then please make sure you listen to our previous podcast, where we throw random icebreakers at each other and we have fun naming the new series. So, make sure you don't miss out on that one. I'm your host, Sami Birnbaum.
JARED: And I'm your other host, Jared Turner.
SAMI: And with us today is Ishani, CEO and Founder of Skillopp, which simplifies learning to amplify performance through AI, and Sustainr, the Fiverr for sustainable brands. We are so delighted to have you with us, Ishani, today. We're going to get more into depth and into detail exactly where you're at and what you're doing at present. But I always like to go back to the start with my guests because there's always a journey and a story about how they got to where they are. Would you give us some details about how you got to the place you are today?
ISHANI: Definitely. It's great to be on this. I'm delighted to also kind of share my story. It's been quite a journey. It all started a few years ago. I'm an instructional designer so that basically means that I design online courses for a living. So, if you see those ads on Instagram, "Hey, come to my masterclass," what I basically do is that I help in designing the whole course from the beginning but in a much better way.
I guess this whole journey of Sustainr and Skillopp really started after I graduated. So, I went to King's College, and I pursued a degree in liberal arts, after which I worked at UNDP. And I was exposed to this world of sustainability and all these really cool startups that were coming up in this space. And I thought to myself that this is such an interesting and innovative field to be in.
In every single startup that, you know, you would really do research around, you would just find these really interesting bits of information that you really didn't know. And I think that the business models per to se is also kind of like a way to emulate how you can live your own life in a much more efficient manner. That's why sustainability is called sustainability for a reason so that you can really sustain your livelihoods for a much longer amount of time.
I think just building upon that, when the pandemic started, I really thought of doing something around this. And we kind of created a community of practice, so to say, of just sustainable brands around the country, in the UK and India. We started connecting them with various opportunities, so it sort of became like a Fiverr [laughs] of sorts where we would kind of connect them to various kinds of opportunities that would help them grow.
I think when I went back to London for my master's, a lot of people in the faculty really liked the idea. And they were able to provide us with some funds, and we won a number of competitions. And that really led to the beginning of Sustainr, and we currently have around 40 brands on our platforms. We keep on having a lot of collaborations. We've also raised grants for a few startups as well. This idea of really merging learning with the community created impact, and I had no idea about that.
And I think when I started creating courses as well for other brands and other companies, this whole idea of Skillopp also emerged as well, where we really took into account one very important concept, which was dejargonization. Now, I'm not too sure if you're aware about this, but there's this very big problem that's happening in the world right now. It's called the information overload.
If you think about it, every single time you open, you know, some piece of content, or a reel, or anything, you see so many words that you just don't understand whether it's Web3, crypto, Bitcoin [chuckles], whatever it might be. So, what we basically did in that case through Skillopp, which was this new vertical that we created, we basically simplified content through using different AI tools. And that would really help automate digital learning and communication in organizations. And we've currently worked with the top MNCs in the world as well.
The whole idea, in a nutshell, in terms of my life so far, has really been around how exactly you can design content in the most simplest way possible. How do you dejargonize it? And also, how do you create impact in the sustainable space? Because that is one key area that I think can really teach us so much about our own lives and can create so much of impact given the current climate crisis as well.
JARED: That was a great intro. Thank you. You're working on two businesses. Are you still studying, or you finished studying now?
ISHANI: I finished studying.
JARED: You finished. So, I guess you were studying while you were working.
ISHANI: Mm-hmm.
JARED: But now you're working on two. So, how did you or how do you balance all of that? And how do you choose what to prioritize when they probably both seem just as important?
ISHANI: I think it took me some time to figure that out. It's not easy. I'm somewhat of an overthinker. So, it just so happens to be that when you think about several problems that your business is facing, you know, whether it's, you know, people; it's sales; it's operations, it just really makes you really flustered, and, you know, you're unable to figure out what do I exactly prioritize. One thing that really helped me was just reflecting on the business models and what I was up to, as well as what exactly deserved the amount of priority that it needed to.
So, what really ends up happening is that I think there's a lot of reflection on how do you delegate tasks, and that's how I exactly manage two businesses. I really believe in this whole concept that, as an entrepreneur, everybody looks at you and everyone's like, "Yeah, you must be doing it all," right? Like, the marketing, the sales, especially in the beginning.
But I believe that when you learn the art of delegation and just kind of letting go and surrendering that, okay, no, you know, I have a team who's handling this aspect of the business, and I should not worry about it, you automatically can start focusing on other aspects. And I think that's how I started prioritizing. I divided the tasks into whatever really received utmost importance in the beginning that was easier to do, and then, you know, you sort of get the hang of it.
I'd also like to add to the fact that I think we don't talk about this really often but look at, like, our moms, right? Like, they handle a household and their work at the same time, and they can do it. So, you know, I really think to myself, there are so many people who might be handling more than that, then why can't I do it? I think just setting that motivation really, really helps. And you can then start figuring out how to delegate, how to prioritize. But I think mindset is key because if you don't have the right mindset, you won't be able to do it.
SAMI: As a father of four, that analogy really resonates with me in terms of juggling all those different balls at the same time. But I can imagine it's exhausting as well. But you touched on this concept of dejargonization, which I love because I think there is such a barrier to learning sometimes because humans take simple things and make them complex. And it sounds like, through your e-learning platform, you're taking complex things and returning them back to being simple.
I've seen you describe yourself as a bad learner.
ISHANI: [laughs]
SAMI: What does that mean, and how exactly has that impacted you?
ISHANI: In the beginning, the reason why I pursued education, I guess, there was this very rebellious instinct that I had in mind. When I was in school, it was so different. I was told to especially memorize certain formulas in math. And there was this really gigantic physics book that I had to learn and, you know, kind of memorize the formulas and understand the concepts, no pictures at all. And, you know, you just had to be perceived as, hey, you know, if you can memorize them and you can get good grades, you are really, really smart, but if you can't, then that basically means that you don't have any future. And that was the kind of mindset that I grew up in.
And I think I had this rebellious instinct that if supposing I couldn't, like, especially because in science, I was really, really bad. I used to hate those horrible textbooks. I was just like, how can somebody learn through this? And I was just like, no, I want to change this. I want to change the way people approach education and learning. And I started seeing this and this started becoming so relevant.
A lot of us today might perceive that they know certain concepts. But when we start having a conversation around that concept, there are so many misconceptions that are created because of these preconceived notions of how they were taught earlier about a certain concept as well in school, right? I guess my mission is to kind of eliminate that barrier of questioning concepts right in the beginning when somebody is learning and not being like, hey, you know, if I don't understand this word, if I don't understand this concept, I'm really smart. I'm going to figure it out.
I hate the Superman complex that people have these days. I know it all. I really, really know it all. And I'm just like, well, do you? This is one of my favorite slogans, like, if you can't teach it, then don't preach it. And [laughs] I think that I keep on following that slogan all my life that if I really don't understand anything, I have to figure out a way to understand it, and that doesn't mean that I'm dumb or stupid. I have to figure out a way in terms of understanding that concept.
That's why I call myself a bad learner because I used to hate how I was taught in school. And I was just like, you know, I'm not going learn like this, either I have to change the way I think and I learn. That's the only way that I will do that. And that's why I got into education. I was just like, I really want to take some revenge on this [laughs].
SAMI: I love that. That really resonates with me. I would also, in that sense, I would describe myself as a bad learner, but someone with a good memory, especially when I didn't understand things. I'll never forget when I was studying for my degree. I actually wasn't far from you. I think you were in King's College.
ISHANI: Oh.
SAMI: Well, I was down the road in LSE.
ISHANI: Oh, nice. Neighbor.
SAMI: Yes, I remember studying for my degree there, and there was one topic I was studying that I just couldn't understand and get my head around. But there's kind of a way to play the system, and that is memorizing things. So, I promise you, I memorized sentences. I could not tell you what they meant, but I used them in my exam. It was kind of cheating, in a way, but it was kind of also working with the system that I had in front of me. But it sounds like if I had something like an e-learning platform at that time, that is something which could have explained things properly and played into strengths that I might have had that I wasn't able to discover in the regular system.
Do you see e-learning platforms...and I've seen this actually from people who, let's say, are studying for their A levels in this country now, which is exams they do ages of, I think, 17 or 16. A lot of them are turning to YouTube, and they learn from YouTubers, and there's other platforms. Do you see e-learning as something which could replace more conventional education, either high schools, degrees? Is that where you see the industry heading?
ISHANI: Well, I wouldn't say that e-learning can replace educational systems. I think, at the end of the day, when it comes to e-learning platforms, as well, I really love them. But I wouldn't say that they're as personalized as you would think. They could be. And the number one element to learn well is to personalize learning because everybody is different. Everybody thinks differently. Everybody has a very different process of thinking. Some people learn in a very auditory way. Some people like listening to podcasts like the ones that you're conducting. Some people like learning visually. Some people like learning kinesthetically.
Sometimes what I believe is that not every single e-learning platform can do justice to every single style of learning or every single individual. And I'm pretty sure there are 500 more styles of learning that we in the L&D space still haven't discovered yet. I think what e-learning can do and how we can really benefit from e-learning is using it as a tool. We should not depend on e-learning platforms completely, like, in terms of even, like, just simplifying content or, like, figuring out a way in terms of writing an essay. That is something that perhaps we can use it as a tool to brainstorm upon, that it makes our lives much easier.
At the end of the day, AI, artificial intelligence, as well as all these e-learning platforms that are coming up, it's a way in terms of conducting the menial tasks that you really didn't want to do so that you can focus on the big stuff. I think if we start approaching e-learning in that way and, you know, also figure out how to set limitations in terms of how we don't depend on it; we will not have, like, a crisis in terms of how we're looking at social media today, where everybody is just addicted to their phones.
JARED: Ishani, I wanted to ask specifically about your product, Skillopp. Who's your target market? You know, we've talked a lot about sort of learners from an education perspective, like high school, university. Are you targeting them, or is it more business, commercial users? And how did you discover that market as well?
ISHANI: Great. So, I think, again, it really happened to be upon chance. So, like, a little bit more about Skillopp. It's not exactly how a product works. We work in a much more adaptable and flexible manner in terms of how you can use AI to simplify content as well. We started working with a number of corporates through word of mouth, I guess, and we created a lot of impact in that space.
And what we did was that we would figure out what would be the best platforms and tools that they can deploy. And we would put them onto one system, and we would develop that for them. So, how it would really end up working would be, like, this very flexible product that we would make as per the needs of the corporate itself, rather than making something of our own, which could not be flexible or adaptable to what the corporation wanted as well. It's really cool because we just end up building on various kinds of innovations.
Like, recently, we would also be open to various forms of different tech partnerships in terms of building those systems as well. So, it just ended up creating this collaboration over competition mindset and where everything happened to be, like, this win-win formula when we would build products. And we would kind of go to these businesses as a service, and we would end up building a product for them. I think, that way, it was very interesting to see how that journey really happened. And I think it was just through experimentation, and I really experimented a lot.
We do also have, like, some developers who are working with us. And we would kind of go out of our way to figure out what the company or the corporate really wants. And we started building upon these products and then we were able to, like, deploy those particular needs of what that organization wanted in terms of what kind of product they really wanted and how they wanted to simplify content. So, it was, like, as if it was made by them, not by us. And it provided that sense of pride within the organization that, hey, you know, this is something that I really built.
This whole concept just got extended through word of mouth to various different organizations and institutions. But, like, through some random way, and I always thought that I'm going to work with an institution first, it just so happened to be working in the corporate space, which is very strange. But I guess that's how entrepreneurship, to a certain extent, works with so much of experimentation that went on.
JARED: You're using generative AI as part of that to identify, let's say, jargon and then simplify that language. And one of the problems that generative AI has is what they call the hallucination problem, where it sort of makes stuff up that's not true. Have you encountered that? And I'm curious of any ways you're trying to tackle it.
ISHANI: [laughs] So many times. I think AI it's like raising a baby, you know [laughs]. I always like to use that anecdote because [laughs], like, my experience in terms of, like, generative AI and AI, in general, it's always been, like, as if I'm bringing a baby up in terms of, you know, the machine learning aspect of it.
I think, yeah, we've encountered that quite a number of times. I think the best way in terms of also approaching this hallucination aspect is to kind of keep the task as specific as possible. If you want to teach somebody a little bit about sales and how do you exactly approach a customer in terms of closing in a deal, right? The way we can approach it. How do you simplify that process for, let's say, sales agents, right? It's to kind of really figure out what is that particular skill that the sales agent really needs help upon. So that if we try and specify it more, then the AI will really understand that, okay, I have to stick to this boundary. I really can't go out of that.
And making it as specific as possible really helped us in the process, and they were able to really upskill themselves in that one specific subskill. And we really, really worked on that conversation to such an extent that I even know the script of that conversation in terms of how a sales agent is supposed to negotiate and what would that script be for that particular industry and that organization. So, I think just specifying it as much as you can really helps. I think the hallucination effect happens so much, and that is one problem and also an area that I'd love to do more research in as well.
JARED: So, humans aren't going anywhere just yet.
ISHANI: Yeah, not going anywhere. Actually, I really don't think so. A lot of people just keep on talking about AI is going to be...and I would...actually, this is a question that I'd love to ask both of you as well that do you think AI is really going to replace human beings? And everybody just keeps on talking about it, and I don't really think so. But what do you think?
JARED: Oh, gosh, we could have a whole episode just on this.
ISHANI: [laughs]
JARED: There's a lot of parallels to the industrial revolution, where everyone said all of the machinery that was created was going to get people out of jobs, farming, and agriculture. And all it really did was shifted the demand for resources into different and slightly more specialized roles. I think we'll see a similar shift with AI. I do think, in time, there will be a significant portion of existing jobs that might go the way of AI overlords. But I'd like to think there'll always be a place for us little humans. What about you, Sami?
SAMI: I love this question. I think I've gone around the houses with this one. So, I've gone through different phases of like, oh my gosh, we're all going to die, and no one's going to have any more jobs, and we don't know what we're going to do. Even to the extent that I was really proud of myself that I learned on YouTube how to silicon my bathroom because I was adamant that AI could not do that. And so, if all else goes to pot, then at the very least, I have a skill that is valuable. And then, recently, I've seen the robots they're coming up with, so even that is not really going to work for me. It's really difficult to know. It's so difficult.
I find generative AI less compelling because of the hallucinations that we've spoken about. I see that as being far off, and a lot of it depends on the accuracy. Your baby analogy is great. Because the way we're used to interacting with computers is they give us responses that are kind of, like, binary. They're either right or they're wrong. It's like a green light, red light relationship. And when it comes to generative AI, you need to have that more personal relationship with the computer to have that conversation back and forward to get it where you want it to be.
Something that has definitely come more to the forefront is discriminative AI, which is AI that can tell a difference between certain data sets. So, I see that taking off a lot more. So, for example, they're using it in, like, the medical sector where the AI can discriminate or tell the difference between certain brain scans in terms of understanding what might be an issue and what might not be an issue. So, that is very powerful. We've actually had that for quite a long time. But as computing power is becoming more affordable, as certain chips have become available, it's becoming more widespread, and we can harness that a lot more.
So, discriminative AI, I think, is being very disruptive, and I think it will continue to be. Degenerative AI, I'm not sure because of the difficulties you've spoken about. But worst-case scenario, I will personally come and silicon your bathroom.
So, the e-learning company that you have, that seems more familiar to me. And maybe it could be also potentially more familiar to some of our listeners because a lot of us have kind of grown up on YouTube. And I'm not comparing it to YouTube. I know it's a very different beast altogether. It's something which we could possibly identify with and understand more. The Sustainr aspect is a little bit more foreign to me. So, I'd love to get to understand more of what the Sustainr company that you have is all about and how it works.
ISHANI: Like I said, I think Sustainr is this very interesting community that we built over the pandemic kind of touching upon this whole aspect of...and I think I'll also, like, come to this point in terms of how Skillopp and Sustainr are also kind of interlinked. It all, actually, technically speaking, started with the same problem: dejargonization.
What really happened was that when you also start a startup, especially in the sustainable space, what a lot of people, and when I talked to a lot of founders, especially the 40 brands that we have on our platform, it's like, "Ishani, I just don't know who exactly to approach. I don't know what...supposing I'm trying to find sourcing materials related to my business, supposing I'm trying to find individuals who can create content that is based on the concept of my business, I just don't see the results. And I don't see that people are able to understand and comprehend what I'm trying to talk about."
And I feel like this is also perhaps a cultural problem as well. I mean, for example, this has been my experience as well as a number of people in India. Because India is currently growing at a massive rate with the economy, as well as the startup boom that's happening. If you think about it, every single person's mindset is like, I really need to get this done. And that's why a lot of us are also very impatient.
So, just thinking about how we're actually really thinking, we create, like, this impatience sort of situationship in our head. And we don't want to perhaps learn about new things. That stops us from learning and really digging deep because we're just like, no, no, no, we need to get this done, and we need to hustle. And there's a lot of that culture that's present over here because our economy is growing. Startups are booming. And there's lots of work to be done. Like, trust me, if you come to Bangalore or Bombay, you will actually feel that pressure [laughs].
So, really thinking about that mindset, what really happens is that when somebody, especially in Southeast Asian countries or especially in a country like India, are looking for stuff for their sustainable business, a lot of people are like, "But what is sustainability? What is ESG? Is it just environment-related?" And, you know, just this communication style, so to say, creates a lot of impatience between both the parties, and that leads to mistrust. Miscommunication takes place. Orders don't come on time. There's a lot of problem and havoc. This also leads to a lot of mental stress.
That's why we created this platform, so to say. And how it really works is like, it's like any form of connecting platform. We have various categories, as well, through which people can perhaps list their business on the platform in terms of that particular category, whether it's in sourcing, whether it's in fundraising, finance, or even marketing per se.
And we just kind of connect them just like how you would connect people over LinkedIn, like, through an intro. But we would be the ones who would be part of that whole connection scenario so that everybody knows that there is, like, this trusted platform being built between the two people and that they're not alone. There's somebody else who's also dejargonizing the communication flow.
And through that, what really happens, Sami, is that, like, the ideas of collaborations really grew because we would also have events. We would also have, like, these very interesting micro podcasts just for the community. And we would just post all of that content that would, A, build a lot of positivity amongst people in that space. And, you know, it would just kind of lead to more productivity in terms of different collaborations. Like, for example, we just tied up somebody who was creating straws using, I think, coconut or something like that to a chain of vegan cafes.
I think what really happened was that through this trusted platform, through a community, I think it really, really bolsters a lot of positive mindset. At the end of the day, like I said in the beginning, I really think that it's all about mindset, which really helps you take that action. And that, in a nutshell, is what Sustainr really does in terms of just connecting resources.
And now because we work with corporates as well, if supposing there are companies who want to pursue, let's just say, corporate gifting or something like that, we kind of help and initiate that process as well. So, it just becomes, like, this interlinked network where you can really just harness as many collaborations as possible so that you can also grow your business. You have time for experimentation. You have the safe space as well. And I didn't get an opportunity to be a part of any such community. So, I was just like, why not try and see how I can create one?
JARED: That's great. It sounds like education and trust, a huge part of this marketplace. How do you ensure you find trusted partners, and how do you convince the people on the other side of that marketplace to trust you or to trust your marketplace?
ISHANI: So, I think in terms of building trust, it takes time. So, we're not a community, or we're not kind of, like, this platform; we're, like, telling everybody that, "Hey, you know, come on our platform. We'll ensure that your business will grow." I think, first of all, it's setting the right expectations in terms of what exactly you can really achieve out of this platform. B, I think what I really like to do is, like, a lot of phone calls, just talking to the founder in terms of how he started that particular idea of his. How did it really take place?
Our onboarding process is not like you have to fill in this very big, huge form, which will make you extremely bored, and you're just like, "Oh my God, this is, like, such a heavy task." Like, no, it's okay. There are some people in our team who also kind of talk to the founders and figure out what their story is all about. How did they really start that particular business? And if supposing what they're really looking for is something that we can really curtail to. Because we don't want to be also, like, a community where there's no value that we can add, then what's the whole point?
And I'm very hell-bent on setting those expectations so that when people actually join our platform, then, you know, it's not like, okay, like, this is going to be just spam coming on [laughs] your way in terms of all the other communities that we end up seeing. But it's so much more than that. I think it's kind of like when we establish that synergy that, all right, if this is what you're looking for, and these are the kind of people that we have, that's the only way that we kind of build that trust. And that trust-building, it takes time. It doesn't happen automatically; it takes a lot of time, and that's why we have a lot of events.
We share a lot of bits of content around, let's say, the investing market in the space of sustainability and ESG. What exactly is happening out there? We even link with other communities to build more trust. So, supposing there's a better community than Sustainr, I'd be like, yeah, 100%, you should definitely look at those communities. Like, that tagline has always been collaboration over competition, and I think it's always worked in our favor.
We would also end up collaborating with those communities around climate. In so many different aspects, that's helped us, and that's the way that you also kind of build trust, when you actually see those actionable steps being taken, and you see that taking place. But it's not something that I can, like, assure you, like, yeah, 100% the trust is built within that one day. It takes some time, but it happens over a period of time.
JARED: I love what you just said there about almost the long-term strategy of, you know what? If there's a better community, we're going to point you in that direction. That, to me, builds so much trust because the short-term option is to say, "Oh, okay, I've seen this. It's probably better for them, but that means they're not on our platform. So, that's not better for me." That is a tremendous way to build trust in a sort of long-term user base. So, I really love that.
SAMI: Yeah. I mean, we've only been, I don't know, we've been speaking for about half an hour, 40 minutes now, and I feel like I really trust you as well [laughter]. It's, like, rubbing off. This concept of, you know, demystification and simplifying things it shows this authenticity. And I think your personality comes across and the way that you run these businesses. And you're doing it in an incredibly genuine way. I think that really talks to people. I think people are looking, like, not for jargon. They really want authentic people they can relate to who are real human beings. And that's something which I think really comes across through speaking to you.
Obviously, as a consultancy, myself and Jared we work within thoughtbot, and we work with people like yourself to really try and solve their problems and understand what their pain points are. And we can come up with solutions through design or development. What would you say is your biggest challenge? In either one of these businesses or as a whole, where's your biggest challenge at the moment?
ISHANI: There are so many [laughs]. But I guess to start off with, kind of scaling it to a considerable level. But at the same time, you know, scaling requires investment, and scaling also requires some amount of time in terms of figuring out how exactly you want to grow your team, which also takes time. So, sometimes I feel like I'm in this catch-22 situation where I'm just like, if I do need investment, right? For example, scale or if I need investment to grow my team even further to get more clients so that I can target more projects, let's say for Skillopp; again, finding the right people it takes time. And I think that's something that I really also kind of struggle with. It took me a lot of time to find the right people for the projects that we're doing right now.
I think any tips would be great in terms of how exactly I can really do that so that even if supposing I want to raise investment and I know what I want to raise investment in, which is to grow the team, how exactly would I really approach that? Because I always feel like it's like this catch-22 situation.
JARED: Well, it sounds like you already have some clients, which is an infinite step up on most businesses that are starting out and trying to get investment. Like, the fact that you can prove you have revenue coming in is amazing. I mean, the typical things that investors want, like the investor deck, right? They're going to want to see your vision for the business. They're going to want to see your financials and the forecast. And then, it's a matter of finding the right investors as well because I guess there are so many out there. But I think you probably want to find one that matches your values around sustainability and dejargonization as well.
SAMI: Yeah, that's a great answer, Jared, actually. And, I think, just to add on top of that, this is where sometimes using a consultancy actually really helps. We see this a lot within thoughtbot, where someone is looking to get investment and wants to scale their team. But when you do that in-house, that comes with a lot of overheads.
So, for example, you might need an extra person, your HR team, to handle new people, you know, being directly employed. Going to a consultancy and getting a third-party delivery partner allows you to kind of scale your team quickly, but also, descale that team quickly as well, so that it gives you that flexibility whilst you're in that more turbulent zone of, "Oh, I'm trying to scale, and I'm trying to get investment. And I'm not sure where my budgets are." Until you, you know, complete that scaling that you want to do, you get to a place where you're more stable. And then, actually, what thoughtbot does is helps people to then hire their own in-person team. But yeah, something like a consultancy can give that flexibility.
But the way you describe this catch-22 situation is so common because what do I do first? I've got all these levers I could pull. So, I could pull the investment lever, or I could pull the, you know, extra resources lever. And then, there's like, you know, extra revenue lever as well. So, it's a really difficult problem. But definitely, we found, as a consultancy, that having that flexibility using third-party partners can be something which helps.
JARED: And I wanted to just ask, because I remember you were saying you're working with some developers, are they developers you've hired, or is that a third-party team you're working with?
ISHANI: It's very similar to what you really mentioned. It's like a strategic partnership with a third-party team. But, again, I think finding the third-party team also, like, it takes a long time to find. But I think that I really liked the thought that you were really talking about as well earlier, where you were kind of mentioning that that whole catch-22 situation is super, super important to understand.
And I feel that instead of kind of going on LinkedIn and, like, posting so many, like, you know, these job descriptions with the overhead costs...I started learning that once I made that mistake. I think I learned so much about that. And I think that what you said it's also, like, reflecting on the fact that, okay, you really can see this through the strategic partnerships. And I think I'd love to be somebody or, like, you know, aspire to be someone who can, like, master that whole art of finding the third-party consultancies like you were mentioning, especially what you're doing as well. So, I think it's great, and thank you so much for the feedback and as well as answering question.
SAMI: It's been great to have you on. And doing a podcast like this it just gives us the opportunity to speak to people like yourself. If people want to reach out to you, do you have any specific place you'd like them to reach out?
ISHANI: You can go on my LinkedIn, where you'll find a lot of stuff and links to what I do.
SAMI: Cool. So, I highly recommend our listeners to take a look at Skillopp, and take a look at Sustainr, and get to know all the great work that Ishani is doing.
For our listeners, we're going to bring you lots more content like this. This was the first one in the Giant Robots on Tour series. Your only challenge before the next one is to hit the subscribe button to make sure you get this content directly as soon as it comes out because we've got some incredible guests lined up for you.
You can find notes and a complete transcript for this episode at giantrobots.fm. If you have questions or comments, you can email us at hosts@giantrobots.fm.
This podcast is brought to you by thoughtbot and produced and edited by Mandy Moore.
Thanks for listening. See ya.
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Jun 27, 2024 • 25min
531: Polished Podcasting with Mandy Moore
Hosts Will Larry and Victoria Guido chat with Mandy Moore, the mastermind behind thoughtbot's Giant Robots Smashing Into Other Giant Robots and Bike Shed podcasts. Mandy shares some great insights on the technical aspects and the crucial role of editing in creating top-notch content. She stresses the importance of having a producer to handle the behind-the-scenes work, allowing the hosts to focus on delivering captivating content. Mandy also shares her personal journey into podcast editing, highlighting her resourcefulness and how her skills evolved over time.
Will and Victoria also delved into the strategic advantages of podcasting for businesses, highlighting its effectiveness in helping thoughtbot build a community and establish authority as a company. Mandy discusses how a well-produced podcast can be a potent sales tool and can significantly boost a company's brand presence. They even touch on the future of podcasting, with Mandy pointing out how continuous podcast production can help solidify a company's reputation, even in uncertain times. The episode wraps with some practical advice for anyone interested in starting their own podcasts, emphasizing the need for passion, persistence, and a clear strategy.
Follow Mandy Moore on LinkedIn. Visit her website: mandymoore.tech
Follow thoughtbot on X or LinkedIn.
Transcript:
WILL: This is the Giant Robots Smashing Into Other Giant Robots podcast, where we explore the design, development, and business of great products. I'm your host, Will Larry.
VICTORIA: And I'm your other host, Victoria Guido. And with us today is Mandy Moore, our long-time Podcast Editor and Creative Content Marketer. Mandy, thank you for joining us.
MANDY: Thank you so much.
VICTORIA: So, I'm excited to dive into the topic of podcast, and creative content, and strategies for companies that are maybe long-time listeners of the Giant Robots podcast who are just curious about why we do this podcast and what it does for us as a company. So, excited to get into that, but before we do, let's start with a fun question to get us warmed up. Mandy, is there anything fun, exciting going on in your world outside of work?
MANDY: Outside of work, I spend a lot of time at my local dance studio doing a mixture of dance and aerial arts. It gives me something physical to do after my work days. It's an afternoon thing for me. So, I spend about one to two hours there. And it's really helped me overcome a lot of challenges in my life, dealing with a lot of trauma and other aspects of overall personal development and recovery.
WILL: That's awesome. I normally would never know what you're even talking about, or whatever, but [chuckles] my daughter is into dance. So, every Tuesday, I take her to dance. She begs me to take her, so I take her. So, my daughter is three—about to turn four. And every time we go to dance, she begs us to let her do the aerial dance. Like, I don't ever try to tell her, "Hey, you're too small," or whatever, but we're like, "Let's wait on that one. And then, let's wait until you can do the dance and then get up there." But she is so excited to get on the aerial dance and to do that. So, for you, was it scary when you started doing it, or did you just jump right in? How was it?
MANDY: I always jump right into everything, but it was hard at first. It looks like it shouldn't be that hard, but it takes a lot of strength. And I was in a much different place eight months ago than I am now. It amazes me the transformation and growth that I've been able to see in myself because, from the very beginning, my instructor encouraged me to video myself. So, I have beautiful videos of progressions. And I can't wait to get a little bit more confident with my own social media and start sharing some of the before and afters because I really want to inspire people. It's done wonders for me and my mental health.
WILL: A lot of respect to you because I don't know if I could just trust, I don't know what you call it, but that ribbon, that material just to hold you. I don't know if I could do it. So, a lot of respect to you [chuckles].
MANDY: So, my instructor likes to point out a fun fact, and I'm going to butcher it. I think it can hold whatever a baby elephant weighs. It can hold up to three tons safely.
WILL: Is it...I'm going to throw this...I'ma tie it in with Victoria. Is it kind of like...because I know with rock climbing, it's all about hand placement, especially if you're belaying. Are the mistakes when you are not paying attention, and you let go of one of the materials, or how does it work?
MANDY: Mistakes happen when you think about it too much. And that is what I'm always working on is to just stop thinking about it and just doing it because I'm an overthinker, too. And when I start to think about it too much, then I get messed up. But your body knows. Your body adapts. And it learns after the exercise is over. So, in the evenings, after your exercises, that's when your body is, like, doing its internal magic and, like, memorizing your stuff. So, that's why when you go back, it gets easier each time because your muscle memory actually grows when you're on your downtime.
VICTORIA: Oh yeah. Yeah, I was going to say about climbing...it's funny that you asked that question, Will, about, like, the things that actually hold you because people get that question in climbing, too, about the ropes. Like, are the ropes actually going to hold you? And once you're comfortable with it, you know that it can hold a lot more weight than you [laughs], but it still can be scary. And I've seen people in Joshua Tree doing aerial silks from a line that's been drawn across the tops of two boulders. So, super cool. There's a lot of crossover in the community, I think, between people who do that type of dance and who also enjoy climbing and being outside. So, I love it.
And so, you make a really good point about how you learn and how information seeps into your brain. And maybe how do you see the world of podcasting and all the things you can learn from podcasting, like, how does that fit into, like, how you learn and how you think about the world?
MANDY: You know, I've built my entire career on figuring things out, and just building memory, and repeating processes, and figuring out what people want. Because, to me, editing is more than AI can do at this time.
WILL: Yeah. And I think you're super talented at what you do, so I just want to make sure that I tell you that. Like, you've done a really good job with us. I remember whenever I first had a conversation with Chad, I didn't know to what extent that being a podcast host with this podcast would be. But whenever he said, "We have an editor who will cut some stuff, make you sound good," I was like, "Oh, okay." "Like, essentially, Mandy is doing the hard work for us."
MANDY: [laughs]
WILL: And so, I was like, "I'm in. Let's do this." So, it's an art to do this. It's an art. How did you get started? How did you get the ball rolling to get to the point you're at right now?
MANDY: I was scrappy. I go in time by how old my daughter is, and my daughter is almost 15. So, that's how long I've been doing this. Because I was a single mom and I was a waitress. So, at the time, I had a one-bedroom apartment, and I still had a laptop. And my neighbor didn't have a Wi-Fi password. So, I used my neighbor's Wi-Fi, and I started doing virtual assistant jobs. And I met a developer. He was like, "Can you edit a podcast for me?" And I was like, "Yeah, I can totally do that."
And I got off the call and started Googling what is a podcast. And this was back in 2010, mind you, so podcasting was new at that point. And so, I just learned it, and I did a decent job. And every podcast that he did, I got better and better. And then, he had friends, and it just kind of turned into, like, Mandy's the go-to for tech podcasting there for a little bit. And I, at one point, got a referral to thoughtbot, and I've been with you ever since. I think it's been going on five or six years now.
VICTORIA: What's your first piece of advice for someone who's interested in starting their own podcast?
MANDY: Get a producer. I prefer to be behind the scenes. So, I like to help other people shine. So, like, my goal as a producer is just to have the host show up and be the talent and say the interesting things. So, if you want to have the bandwidth to be able to do that, you know, let somebody else do that work who specializes it because you can really bring your full self to the table and do what you need to do as the host and have fun with it.
VICTORIA: Yeah. And I think people either correctly estimate that it is a lot of work to edit your own podcast and to create the content, do all the marketing, invite people, plan great content. And it is much easier if you have help [laughs]. And you're probably going to have a better podcast that people want to listen to because it sounds good, and you might not want to skimp on that detail.
MANDY: Yeah. The other thing I would say when you go to start a podcast is a lot of people are focused on equipment. And that can take you down a long rabbit hole and make you never start to actually record the podcast because you're too worried about all of the details. Get a microphone and go. You don't even need an editor. You can make yourself sound decent through tons of free software. Audacity is one of my favorite platforms to use to edit podcasts. It's been free and open source since I've started.
WILL: Yeah. I love the advice, what you said, because not everyone...I don't want to do total assumptions, but majority of people fit in two camps. You have the people that want to be out front and chat and can connect with anyone. But you also have the people behind the scenes. So, I'm glad you said that because I think a lot of stuff...when people realize who they really are and what they're good at, it makes them so much better. I can't imagine doing a podcast and trying to edit everything and push it out. I think I'm decent at doing the podcast, and you make us so much better. So, I'm so glad that you said that about kind of just knowing your roles and what's your strengths and everything, so...
MANDY: Absolutely. I find it relaxing to edit a podcast. Believe it or not, editing a podcast with software is kind of like putting a puzzle together. I was a kid that loved to sit down with puzzles. You know, it is true that once I come to kind of memorize waveforms, like, Will, I know when you're going to say, "Um" a lot of times before I even hear you say, "Um" because I've recognized your speech patterns and same with Victoria. I will be able to pick them out. And it's very interesting. That's a little-known fact from a producer standpoint [chuckles].
WILL: Well, that's actually really cool because I don't really talk about this much, but I'm originally from Louisiana, and so I have a thick Southern accent. And so, that was actually one of my fears about doing, like, a podcast. So, it's actually interesting that you're saying that you know the ums and, um, which I just did [laughs], but you know how to help us out with that.
So, yeah, that's actually...I think that was one of the things I have respect for you is that you break down the barriers for people to be better and not be so insecure. Because if you're from Louisiana, there are so many words if you look at it and you try to pronounce it, it's going to mess you up, like Atchafalaya, or Natchitoches, or so many of those words that you're like, you almost have to know the word and pronouncing is going to mess you up.
MANDY: I call it...and I don't think anybody is a not smart person, but when I edit podcasts, like, the finished product comes out, I liken it to giving the speakers IQ points because the listeners hear the final, polished version. A lot of people start sentences three times over. They only hear the polished version. So, in essence, it's giving the speakers IQ points just to give them a little bit more, you know, of a leg up.
Nobody wants to really hear somebody bumbling around, but we all do it. We all get nervous. It's human nature to stumble and get nervous and let all those speech patterns out that show us as nervous. But that's what we're for is to clean everybody up. And I love getting to help people have that confidence to go because it's just like, "Don't worry. I got you. Just go out there, have fun, and you're going to sound great."
VICTORIA: And, in your experience, what kind of reasons for a podcast make the most sense for a business? Like, it's a common piece of advice if you want to build a community to start a podcast, but why is that? Or, like, when does it really make sense for you to start your own podcast?
MANDY: I mean, you nailed the number one is the community. But, honestly, also, it's a great sales tool, especially if you're a customer with customers, and you're helping people network and expand the network. You're featuring the people. You're expanding the network broader than a community like in a Slack channel, say, or a message board because those are fine, too.
But putting your company out there and being authority and also giving people access to free content that is helpful to them can really help a business establish that trust in the market and be like, wow, they really take their time to put this out there. One of the things that I constantly still to this day hear people talk about is the thoughtbot Handbook, that was written years and years ago. And it was a beautiful piece of free content, and everybody still talks about it.
WILL: Yeah, I agree. I think one thing about thoughtbot is the handbook. I still hear people talk about it, and it's referenced often. So, that's actually really good advice. What does success look like for you, like, six months now to five years? Where do you want to go?
MANDY: I think, for me, I've been in the tech industry for a really long time. I've fallen into the background a little bit too much in that I used to produce a pretty popular podcast called Greater Than Code. And I needed to take a step back from that because, one, it was becoming pretty much a full-time job.
You know, content is in a really weird place. I've really been trying to pivot into the general content creation space because I do marketing as well, social media, design, and assets. I've designed my own website. I design my own graphics. So, just kind of letting people know that I'm kind of a one-stop, one-shot person. I do it all myself right now, and I have forever. The only thing I outsource is I have a transcriptionist who is a real person, which is a great selling point to a lot of clients of mine because I don't use AI. And I do have a person who goes over it with the human touch who is well-versed in the software developer lingo.
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VICTORIA: What kind of trends do you see with podcasting and with the technology used to manage and produce podcasts?
MANDY: I see podcasting, in general, be a come-and-go trend in this industry. It tends to be, you know, one of the things that businesses are excited to ramp up on. But then it's also one of the things that is the first to go when things get tough or busy or you need to allocate your resources elsewhere. Podcasting seems to be like a trend that I see coming, going with the economy.
It's actually very weird to bring it to mind now that you mention it because people love podcasts. But when things are unstable, it's almost like they see it as a perk, and it just becomes something that's easily let go. And that's why I think thoughtbot and the podcasts have been so strong is that they have been kept going no matter what in the industry.
And thoughtbot has really become an authority in not just, you know, it started out as a Ruby podcast. And it very much has grown into a bigger startup, entrepreneurial, consultancy-driven show. And so, it just shows that when you stick in the game, what, we're 520-something episodes in now, that you really do have great things achieved.
VICTORIA: Yeah. And it sounds like just, you know, having that persistence and just keep going, and if you've found a formula that works for you, you can really benefit from continuing to invest in it. I love that. And let's see, what tips do you give people on how to have more exciting conversations, more engagement?
MANDY: I love when people just join the call and immediately hit record because some of the best parts of the conversations happen, and you're like, "Oh, wait, we should have been recording that." Start recording and relax and have...The opening conversations that we started this conversation with, it's an icebreaker. It gets into some of your everyday background.
And as hosts, one of the things that I told Victoria and Will to establish rapport with the audience to kind of start dropping a bit of the narrative. You talk about your story, and then the listeners become invested in you, and that's why they come back, too. It's great content all around, but they also really start to love the hosts too.
WILL: Yeah, I agree with that because most of the podcasts that I do listen to it's mostly around the host and the way that they treat people. Because if there's a host that's very mean, aggressive, I'm probably not going to listen to them. And, honestly, that's just me, like, I'm not saying don't listen to them. But the hosts do make the podcast a lot of times. And I'm not saying that we make the podcast though, but...
MANDY: [laughs] You do.
WILL: [laughs]
MANDY: It's the chemistry. You guys, I don't know if you know this, but I'm your biggest fan. Like, it's the chemistry. And it's The Bike shed. Fun fact: Joël and Stephanie, like, I told Joël [laughs]...when Joël took over from Steph and Chris, he had different co-hosts each week. And as soon as he had his episode with Stephanie, I said, "Joël, it's Stephanie."
VICTORIA: Yeah. And it can take a little while to get your dynamic between your co-host going. And other times, it happens right away, and it's very easy and natural. So, I love that for Stephanie and Joël. So, the idea behind a podcast like The Bike Shed, where it's two main hosts and they're coming up with different topics that they want to dive into, and sometimes they have guests but most of the time they don't, versus a show like Giant Robots where you're interviewing guests, what do you think about the content for each of those? Like, how do you kind of separate those in your mind and the direction content-wise?
MANDY: Marketing and knowing your audience. So, the Giant Robots appeals to startups and entrepreneurs. The Bike Shed is more into the code and into the nitty gritty of software development, so they go into deeper concepts. But Giant Robots is more about talking to the people. It's more of an interview-style show. It's featuring interesting people doing really awesome things and, getting the stories out there and connecting. And that's why I love that thoughtbot has both podcasts. We've just started, what—Giant Robots on Tour—to cater to the EWAA region, which is super exciting.
VICTORIA: Yeah and, for me, being an interview-style podcast gives me this opportunity to have these deep conversations with really interesting people that you wouldn't necessarily get into in, like, a normal networking event, right?
MANDY: Right.
VICTORIA: So, if you can think of a list of 10 interesting people you want to talk to, you should start a podcast.
[laughter]
MANDY: And if you can think of those people, a producer like me will also hunt those ten interesting people down for you and see if they'll talk to you because we can do that, too.
WILL: That is the truth.
MANDY: I've tracked some pretty cool people down. I'm pretty proud of my skills.
VICTORIA: We are absolutely thrilled to have you with us here today, Mandy, and to be such a big part of our podcast, and super delighted to have you come out of the background and be on the show with us today and share your voice. Do you have anything else that you'd like to promote?
MANDY: I'd just like to say that I am taking on clients. I would love to get into a general creative content role to utilize all my many skills that I've scrappily picked up over the years. It's hard to put into a resume. You can check me out at mandymoore.tech.
WILL: It's not just podcasts, correct? So, if I wanted to try to become an influencer, could you help me with that? Like, what's the different areas that you could help me?
MANDY: Oh, girl, yes. Let's make you an influencer, Will. Let's go.
VICTORIA: I could see that for you, Will.
WILL: I've thought about it, but it's a lot of work. So, that's a big thing, so...[laughs]
VICTORIA: Wonderful. I think that's really interesting to think about, Mandy. And I hope that people get a lot out of this episode when they're trying...if they're in this process of considering their own marketing plans, and podcast production, and other types of creative strategy, they might have to reach out to you.
MANDY: Thank you so much for having me.
WILL: Thank you for being here.
You can subscribe to the show and find notes along with a complete transcript for this episode at giantrobots.fm. If you have questions or comments, email us at hosts@giantrobots.fm. You can find me on Twitter @will23Larry.
VICTORIA: And you can find me on Twitter @victori_ousg.
This podcast is brought to you by thoughtbot and produced and edited by Mandy Moore. Check her out at mandymoore.tech. Thanks for listening. See you next time.
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Take your business online with design‑driven digital acceleration. Find out more at: url tbot.io/acceleration or click the link in the show notes for this episode.Support Giant Robots Smashing Into Other Giant Robots

Jun 20, 2024 • 26min
530: Giant Robots On Tour
Host Will Larry announces an exciting new Giant Robots Smashing Into Other Giant Robots podcast limited series focusing on Europe, West Asia, and Africa and introduces new co-hosts Sami Birnbaum, Svenja Schäfer, Rémy Hannequin, and Jared Turner! Sami sets a fun challenge for the team to devise a name for the new series by the end of the podcast. The co-hosts engage in an icebreaker game where Sami randomly generates questions for each to answer.
The team members talk about their paths into the tech industry. Jared, Rémy, and Will share stories of discovering their passion for tech, overcoming initial struggles, and finding their niche within the field. They discuss the importance of patience, problem-solving, and continuous learning in their careers. Sami emphasizes the value of realistic expectations and the ability to spend time with complex problems to find solutions.
As the first show progresses, the co-hosts have an amazing time brainstorming potential names for the new series, and ultimately, the team decides on "Giant Robots On Tour" to capture the spirit of exploration and collaboration across different regions. We're excited to keep bringing you this new limited EWAA series! Please subscribe and follow along with us!
Follow Sami Birnbaum on LinkedIn. Visit his website: samibirnbaum.com.
Follow Svenja Schäfer on LinkedIn. Visit her website: svenjaschaefer.com
Follow Rémy Hannequin on LinkedIn. Visit his website rhannequ.in
Follow Jared Turner on LinkedIn.
Follow thoughtbot on X or LinkedIn.
Transcript:
WILL: This is the Giant Robots Smashing Into Other Giant Robots podcast, where we explore the design, development, and business of great products. I'm your host, Will Larry.
And today, we're announcing a new limited series of the podcast focused on the region of Europe, West Asia, and Africa. Please welcome our new co-hosts. Let's start with Sami. Can you introduce yourself?
SAMI: I'm Sami. I'm a developer at thoughtbot based in the UK, in London specifically. And I'm really looking forward to this new Europe, West Asia, and Africa podcast, although we are going to need to come up with a name. We haven't got one yet because we're busy people, and we're consultants the rest of the time. But the plan is to get one.
I don't think there's any quicker way to do it than just for ourselves to come up with one. And so, I think we should do a bit of a challenge here. I think we could say that by the end of this podcast, we'll have a name. I don't know what that's going to be. I don't know what that's going to look like. But we'll go around at the end of the podcast, and we'll see if one of us during this podcast can pick a name for this new series. I'm going to pass on to Svenja. Hey, Svenja.
SVENJA: Hi, Sami. Thank you so much. My name is Svenja. I'm a developer and development team lead at thoughtbot. I live in Spain, more precisely in Almería. It's part of Andalusia. It's all the way in the South of Spain. I'm very excited to be in this podcast. And about the name, I'm also very excited about that. No clue yet. That's it for now from my side. Rémy, do you want to go next?
RÉMY: Thank you, Svenja. I'm Rémy. I'm a software developer at thoughtbot. I joined a little bit more than one year ago. And I'm working from Paris, France. And I'm very excited to join this series. Jared, do you want to go next?
JARED: Yeah. Thanks, Rémy. Hi, my name's Jared. I'm a product manager at thoughtbot. I am originally from Australia, but I live in London. And you're currently hearing me from Scotland. I'm very excited to hear what we're going to discuss over the course of this limited series and to hear what name Sami is about to come up with on this very podcast. Sami, back to you.
SAMI: Yeah. Thanks, Jared. It's great to be doing this with all of you. And formal intros are great, right? So, now everyone kind of knows our position at thoughtbot and where we live. But I was thinking possibly to spice some things up...I've never done a game like this before, so I have no idea where this is going to go.
It's kind of an icebreaker game where I use a random icebreaker generator online. They're not my questions. They're generated by someone else, which makes it even more risky. I'll kind of go to each of you individually with an icebreaker question that I've generated, and you're going to have to answer the question.
You have no idea what's coming. I have no idea what's coming. But it's a great way of other people getting to know kind of more about us in a more informal way, in a way which we might not think about sharing things. I will do you a favor, though; I'll give everyone two skips, okay? So, I'll hit you with a question, and then, if you don't like the question, you can skip the question. But you've only got two skips, so I would say use them wisely. Because if you skip and you get a worse question, you're not going back to the previous one.
Oh, okay, this is interesting. I'm going to start the way we intro'd, just to make it fair. Svenja.
SVENJA: I'm scared. I'm scared [laughs].
SAMI: You should be scared. The best thing about this game is the one who's hosting doesn't get asked the questions. So, Svenja, this is your question. What is a lesson you feel you learned too late in life?
SVENJA: Online banking [laughs]. I don't use online banking for that long. I don't know. I was the last person, I think, who always ran around with cash because I also didn't use credit cards also, so maybe trust in online banking. I'm not sure [laughs] that's a lesson. Sometimes, I probably shouldn't trust in it, but yeah, it would have made my life a little bit easier. Does that count?
SAMI: It definitely counts. I mean, what could be more valuable information to know about Svenja?
SVENJA: [laughs]
SAMI: That she doesn't like online banking. And that's exactly the type of valuable content you will get from the Europe, West Asia, and Africa podcast series, which I hope, in the background, we are all thinking of a name because we cannot just say Europe, West Asia, and Africa series the whole time.
WILL: I have a question, a follow-up. So, how did you do banking? Did you go in every single time, deposit, and withdraw inside the bank?
SVENJA: Yes, actually, well, I did. It was good and kind of not so good because I always needed to go back home because I had one office I was kind of allowed to go to because all the others they didn't know me. And so, I went there; then I did my transfer there. I like to speak to real people [laughs], which is interesting because I always worked remotely, at least the last ten years, I think. But real-life interaction is kind of important to me.
WILL: Yeah, that's neat to know. Okay. Awesome. Awesome.
SAMI: That's cool. Okay, Rémy, I have not hit the generator button yet, so I don't know what's coming. Let's hit it now. Okay, this is interesting. What's something you do to relieve anger or stress?
RÉMY: I have a lot of different activities. I kind of find it hard not to do anything. I don't know if it's a quality or not, but I know I'm always busy. So, if I'm stressed, I just go to the next occupation, you know. So, I like to do bread at home. I like sourdough bread. It smells amazing. It's not that easy, but you're working with living organisms. It's kind of nice. I read a lot of astronomy magazines because I'm deeply in love with astronomy. Sometimes it works, sometimes it doesn't, but I love to play with my daughter. When you're stressed, sometimes it increases the stress depending, but it's always quite fun.
SAMI: That's great. Playing with the kids definitely resonates with me. I've got four of my own, so they keep me busy. Is the sourdough bread is that the one where you have that...I'm going to show how naive I am—my lack of knowledge. You have, like, that starter thing that kind of lives with you.
RÉMY: Yeah, exactly, the sourdough starter. That's actually the most fun part for me so far because you have to start from scratch. I mean, you can start with another starter. But it's quite interesting to just start with water and flour, and then you create something living, and it's a mutual benefit. You feed it, and then it feeds you a little bit later when you bake it in 200 degrees in your oven. It's interesting.
WILL: You said it's a living organism. So, you said that you started with water and flour. So, what introduces the living organism into the sourdough bread?
RÉMY: I lack a bit of the English vocabulary for that. I think it's called yeast. The living yeast on the flour, especially if it's organic, it's just out there, you know, even in the air. And when you just feed it with warm water and, like, a cozy environment, it starts eating the flour, and it develops, and it changes some of the texture and the taste into a lot of things. And then, it's quite powerful for making the bread rise and making a very nice taste and the crust and everything. But I think if I'm correct, Svenja might know a lot more about [inaudible 07:51] bread than me.
SVENJA: I don't. I think the reason you said is because I'm German [laughs]. We love bread, and I absolutely love bread, but I don't have the patience to feed something. I don't have kids. I do have dogs. I do feed them, but they also get sometimes a bit of bread. I was never able to do my own sour bread, unfortunately, because I really love it. And I don't get it around here, which is really sad. So, I will look into that.
SAMI: That's cool. That brings us to Jared. Jared has been waiting patiently for his question.
JARED: Hit me with it, Sami.
SAMI: Let's do it. Oh, okay. If you could kick one person out of this podcast...no, I'm kidding. I'm kidding. I'm kidding. I'm kidding. That's not, I mean, no, that was just...that's my own. Okay, let me actually do one. What's one characteristic you admire in others, and why?
JARED: Oh, interesting. I think I always appreciate when someone else takes the time to understand someone else's point of view. If that goes a bit meta, like, we live in our own heads so much that it's really nice when someone reflects on how someone else thinks or their point of view. So, that's my one characteristic.
SAMI: That's really interesting. And how have you found, I guess, in the world of consultancy, and when you're working with products, how have you found that's kind of helped you when it comes to the product ownership side of things?
JARED: Well, it's a constant reminder to do it myself; that's for one thing, especially dealing with a lot of different clients and a lot of different people. It's always really important to think about their perspective, their own customers' perspective.
SAMI: That's cool. I'll hand back to Will, but, Will, I'm not just going to hand it back to you for free, right? You're also going to have to do an icebreaker.
WILL: Let's do it.
SAMI: Will, would you rather receive a shout-out from the CEO at a company all-hands meeting or a private word of thanks from them?
WILL: Ooh, I'm usually a private person, so probably private. But I have learned in my leadership, and I've learned this, this is a lesson I've learned: it's like, praise publicly, but then, like, reprimand privately. And so, I think majority of the people like that. But I'm just a private individual person. So, I'm like, just tell me, and I'm okay with that. I don't need everyone else to tell me and to say, "Hey, Will, you did a good job." Because yeah, it just brings pressure and all of that to me. So, I'm more of a private individual. Because also, I can ask more questions then. I can get more detail around like, "Yo, what did you like? Why are you saying a thank you and a shout-out?" So, that's where I'm at.
SAMI: Okay, I'll hand back to Svenja.
SVENJA: Yeah, I think we should give it back to you as well. So, because I am able to open a website, so that's another lesson I learned: how to type it in.
SAMI: [chuckles]
SVENJA: And I do find a question for you. Since nobody skipped, we will remove that option for you, Sami. So, you only get one question and that is, what is one thing we would never guess about you?
SAMI: Oh, I love that. Should I say how much I hate podcasting?
SVENJA: [laughs]
SAMI: No, I'm kidding. I haven't done it enough yet to know if I hate it. Ooh, one thing. That kind of means I've got to reveal something, right? Because you would never guess this thing, and you would never know this thing. So, I am 32 years old, and my intention was never to be a developer, ever.
So, I actually wanted to be a psychotherapist, a cognitive behavioral therapist, to be precise. And I started on a master's course. I did it for six weeks, and then I realized I couldn't handle it. I had placements in a hospital, and the cases that we were dealing with it was too much for me. It was too overwhelming, and I didn't have the skills to kind of handle that as well as my own personal world.
So, at the age of about...I've got to remember what age it was. I think it was about 25 years old, 24, 25 years old. I already had one kid, and I was married with one child. And what am I going to do? My whole plan to be a psychotherapist that I'd done my undergraduate degree to go towards, and now I was on this master's just kind of fell apart.
So, it's like, what's the easiest thing I can do? And that was to learn to code, right [chuckles]? Well, I'd always been good at computers. I'd always been fixing things. I was always the one at home who'd been asked, you know, "There's a problem with this computer." Normally, it was the printer, and I hate printers, but that's for a totally other episode. I could do a whole episode on printers. My one next to me is currently plugged in. I don't use Wi-Fi—Bluetooth with it because it's just not worth it.
But either way, so I wrote my first line of code when I was 25. That was the first time I ever saw code, wrote HTML, and knew what it was. So, I never wanted to be a developer. Here I am all those years later, but it was never a plan, and I've found myself here. But I'm quite happy for it.
SVENJA: That is so interesting and definitely something I wouldn't have guessed.
SAMI: Yeah, it's been one hell of a journey, shall we say, but an exciting one.
SVENJA: I would be super interested how the others of you stepped into the world of tech, so to say.
JARED: Similar sort of thing to Sami in that I've always been interested, always been the sort of more technical, geekier person of the school and the social groups. And then, at uni, I actually took some computer science classes, and then quickly felt very confused and ended up doing a bachelor of commerce in marketing and management instead, which was a lot more straightforward basic business degree, sort of tick some things off. But still, like, throughout all that time, always just loved tech, loved reading about it, loved dabbling.
And I landed a job at a previous company that I just got a lot of freedom to help out where I needed, problem-solve, do lots of different things. It was quite a small business. I was able to level up a whole bunch of different skills, like some technical and some sort of more managerial as well. That's sort of how I got a lot of my knowledge and then moved on from there. How about you, Rémy?
RÉMY: I started in tech right away after high school. So, I had studied...I think we still call it multimedia. It was communication, coding, design, sound, video. I learned how to make step motions, you know, a lot of different things. It was kind of doing everything and trying to find the one thing that you actually like, and I found mine, which was actually coding.
I think I found what I liked when I was in school. I remember struggling on math homework. I don't have a very high background in math, but I used to enjoy it. I remember struggling on some homework, and the sensation when you finally find the answer, and you finally resolve the problem it was amazing. And I felt that again in coding. Like, you have a bug, or you have a feature, and you can't make it. And you try again, and you find some clues, but it doesn't work. And at some point, it works, and you finally made it. And it's an amazing sensation. I had it again, like yesterday. It's quite common. I love that so much. So, I think that's how I decided, okay, that's what I want to do every day.
SVENJA: Thank you so much, Rémy and Jared. What about you, Will?
WILL: Yeah, I think I've told this story before on the podcast, but I always love telling it again. I actually lost my job, and I was really struggling. And if you know me, fashion is not my thing at all, and I was working at this fashion store. It was this clothing store. I hated it. I hated it. Like, there's no shortage on that. I hated it [laughs]. I was working there, and then I also started working at this insurance place. We sold travelers insurance. So, it was very interesting to see how that works. And yeah, I'm not going to say too much about it, but yes, how that works [laughs].
But at that company, the one good thing about it was they were like, as long as you get your work done, you could do whatever you want. And so, one day, I was at home, and my partner was like, "You're struggling. You're just trying to figure out what you're trying to do, and you're struggling." So, she kind of walked me through, like, "What do you want to do?" And I was...when Sami mentioned the printer, I laughed because I was that person also. And printers are tricky because you never know what the real issue is. You just got to tinker with it and hope it works. And yes, you never get the same answer twice, I feel sometimes [laughs].
SAMI: I feel like all our listeners who are kind of really good at fixing printers are thinking like, oh my gosh, I'm going to work at thoughtbot now. I'm going to be an amazing developer one day.
WILL: You could. Why not [laughs]? And it's interesting you say that because, like, I was 29 or 30 whenever I started in the field. So, I was a little bit late, I feel sometimes, to get into development. But my wife, she asked me, "You're struggling. You need to do something because this is not going to work. We got to change it up." And I was like, well, I grew up in a small town in Louisiana, in the south of United States, and we didn't have anything tech there. It was just a rural place. And so I never had the opportunity to learn anything about computers. I guess the printer and stuff just came naturally to me, and this was before YouTube and all of that.
So, she challenged me. She said, "Go and learn it. Go figure it out. Go learn it." I did. And I forgot who mentioned; somebody mentioned something about being easy getting into development. It was not for me. I remember so many times at the coffee shop just, like, I don't know what I am doing. And if you know anything about me, I sometimes don't have the patience to slow down. And so, I came in, and I wanted to be a senior developer and produce like a senior developer. And I was sadly mistaken that that's not how it work. But five years now, I am a senior developer, so I've enjoyed it. I would not change it for anything, and I love it. So, it's been a good change for me, so I love tech.
SAMI: I think it's so helpful to kind of hear realistic expectations about how long it does take. It really is a skill. Some people often ask me, "What is one characteristic that kind of indicates success in the field?" And there isn't just one. But I definitely think that the ability to sit and spend time is so helpful. Because if you can spend time with something and just sit there and, like, be patient, like you were saying, often, you will get to a solution, and it will happen.
But it's about almost slowing yourself down and slowing your mind and your brain down. And we kind of call it in industry, you know, the concept of having a rubber duck, which is also a form of I'm stuck on something. I just need to speak this out, not necessarily with someone who can respond, but in a way that allows me to verbalize slowly what's going on. And you'll be surprised how often you reach a solution. So, that's really interesting.
So, yeah, we've got this great series coming. We have some great guests lined up. The advantage of doing this series over in Europe, West Asia, and Africa is we're going to get access to some guests within our time zones, within our region that this podcast has not been able to get access to before. And so, we are really excited about the people that we're going to bring on, and you're going to get to hear some of the most incredible podcasts that you've heard.
But we don't have a name. We still don't have a name. And I kind of set the challenge at the beginning of this podcast of, well, let's just come up with one. So, who wants to give a shout-out and think about, you know, what this name is going to be? Just to clarify, it's still going to be called the Giant Robots Smashing Into Other Giant Robots podcast, but where you see that kind of title of the individual episode, it will probably have a prefix of kind of the series name just so you know it's from us. Victoria, I feel like you're hiding away somewhere in the background, and I feel like you've got some suggestions up your sleeve.
VICTORIA: Yeah, so I love the name of the podcast. I like when I network, and I usually say that, "I'm, like, the co-host of the Giant Robots Smashing Into Other Giant Robots." So, I want to keep the name to be fun. And maybe it's giant robots in a different action like Giant Robots High-Fiving Other Giant Robots or Giant Robots Without Borders, or something like that. That's what I'm thinking.
SVENJA: I really like the Giant Robots Without Borders. I really like it.
JARED: Sami, you had a good one that I quite liked as well in the spirit of what we've been talking about: Giant Robots On Tour.
SAMI: Oh yeah, Giant Robots On Tour. That makes it sound, to me, like we're just going out and having a really fun time, not like we might not be doing sensible things, but we're going on tour. But that kind of also indicates, you know, what happens on tour stays on tour. And we probably need to be conscious that other people will listen to this. So, we have to maybe, like, tone it down if we are the giant robots who are on tour. But yeah, I like Giant Robots On Tour. This is cool. We're actually going to name our series.
VICTORIA: I do think it would be funny if it was, like, less...I don't want to say less violent, like, Giant Robots Smashing Into Other Giant Robots, like, Giant Robots Knitting Socks or something, like [laughs], fun, nice, but maybe not as exciting.
SVENJA: Baking Bread Together [laughs].
VICTORIA: Giant Robots Baking Bread actually sounds pretty cool.
WILL: Giant Robots On Tour because it reminded me since we're talking about the different region, the great English rock band, the Beatles. That's what it reminded me of. So, shout out to the UK.
SAMI: Yeah. I actually often drive past...do you know where the Abbey Road studios were? And there's that famous picture of the Beatles on the album cover of where...I don't know which album it is. They're crossing that zebra crossing across the road. There's that picture of all of them. And what you get now is you get loads of tourists. And so, you're trying to drive your car, and they're just hanging out on the zebra crossing, trying to replicate that picture that they had on the album cover. If you're not familiar with what I'm talking about, just Google "Beatles zebra crossing album cover," and you'll get an idea of kind of what I have to face when I'm just trying to drive from A to B sometimes.
VICTORIA: Well, that's also part of, you know, bringing up why we were wanting to have some hosts in the Europe, West Asia, and Africa region, is there's a lot of context and things like calling it a zebra crossing. We call it a crosswalk. And just having more context and connection with our guests who are from that area would be really great.
I don't know if you all saw the pictures, but for the last RubyConf that was in San Diego, I actually made robot costumes out of cardboard boxes. And there's absolutely a picture of me in a giant robot costume sitting on a lounge chair outside in the sun. So, it might be perfect for your series.
SAMI: I think that's a great way to name things, right? Like, if you have a picture that works for a thing, then you have to kind of go with a name like that. Do we vote? How do we come up with it? Is this a democracy? Probably not.
JARED: Well, I think one thing we haven't clarified is that Sami, you're our primary co-host for the European adventure. So, maybe you should get the decider. Should you dictate to us?
SAMI: I feel like it's almost worth it kind of being the primary host just so I get to pick the name. So yeah, sure, I'm going to decide, so it's Sami's Giant Robots is going to be the name of this series. No, I'm kidding. Let's go with...okay, I'm stuck between without borders and on tour. I'm really stuck between those two. So, no one else can see this. I'm going to say, like, hands up if you want without borders. Hands up if you want on tour. Okay. Okay. Okay.
We're going to be calling our new series, with the most exciting guests that you've ever seen, Giant Robots On Tour. You've heard it here first. It's been announced.
WILL: Thank you for joining us. I look forward to the Giant Robots On Tour. I am excited about it. I love that we have the diversity at thoughtbot to be able to have this limited series. So, I'm excited to see what comes out of it. So, I can't wait to check it out. I'll be one of the first listeners on every podcast that comes out.
You can subscribe to the show and find notes along with a complete transcript for this episode at giantrobots.fm. If you have questions or comments, email us at hosts@giantrobots.fm.
You can find me on Twitter @will23larry.
This podcast is brought to you by thoughtbot and produced and edited by Mandy Moore. Thanks for listening. See you next time.
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Jun 13, 2024 • 40min
529: How AI Transforms Small Business Operations
Host Victoria Guido chats with Jaclyn Siu, the co-founder of Starcycle, an AI platform designed as a COO for small businesses. First, Jaclyn describes her entrepreneurial journey and what led her to Starcycle, detailing her earlier ventures, such as helping to scale a men's styling app and a software platform for authenticating high-end art.
Her ultimate goal is to make the tools and experiences typically reserved for startup founders accessible to small business owners, who comprise most of the global business ecosystem. She outlines how Starcycle supports crucial phases in a business’s lifecycle—start-up, sale, or shutdown—by automating operations and documentation, easing burdens on business owners.
Jaclyn also touches on the importance of personal connections and genuine curiosity in conducting user research and developing products that genuinely meet the needs of small businesses. She believes we can achieve this by being deeply rooted in empathy and strategically using technology like Starcycle.
Starcycle
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Follow Jaclyn Siu on LinkedIn. Visit her website: jaclynsiu.com
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Transcript:
VICTORIA: This is the Giant Robots Smashing Into Other Giant Robots podcast, where we explore the design, development, and business of great products. I'm your host, Victoria Guido. And with me today is Jaclyn Siu, Co-Founder of Starcycle, the AI COO for small businesses. Jaclyn, thank you for joining me.
JACLYN: Thank you for having me. It's so fun to be here.
VICTORIA: Great to be here with you as well. Before we get into learning more about Starcycle, can you tell me what's going on in your life outside of work that's exciting for you?
JACLYN: This is a very big departure from what I do on a day-to-day basis, but I am a huge coffee fanatic. And so, I love sampling all different kinds of coffee beans from around the world. And this morning, actually, I just finished the last cup from this amazing roastery in Osaka, Japan. They're called Mel Coffee; shout out to Mel Coffee. That's what I spend a lot of my time outside of work doing is trying different coffee beans.
VICTORIA: No, I love it. I love coffee as well. Actually, I am currently out of espresso beans. We have a fancy espresso machine maker. It's like our one big luxury in the house, and I don't have any coffee beans for it. So, I might need some recommendations from you [laughs] on what to get.
JACLYN: My sympathies on the lack of coffee, but I have plenty of recommendations. We can absolutely jam on this afterwards.
VICTORIA: Okay. Because you've traveled quite a bit, of all the places that you've been, where is the best cup of coffee that you've had?
JACLYN: I mean, I definitely have my favorites. In New York where I am currently, I would say that honor belongs to The Coffee Project. Actually, it's a tie between The Coffee Project and Say Coffee.
In Berlin, where I was based for the last seven years or so, I would say that honor goes to Bonanza Coffee. I used to go there every single day. And I attribute a lot of my success in Berlin to all the beautiful cups of coffee that they served me.
In other places, I would say what comes to mind is for sure Mel Coffee in Osaka, Japan, also, Glitch Coffee in Tokyo. In Hong Kong, that would be Craft Coffee. Hong Kong is where I'm from originally, so I have a very big fondness for any local roasteries. And I am going to stop there because, otherwise, this would become a coffee podcast, and I don't think this is what we're here for [laughs].
VICTORIA: I think there's a pretty strong coffee interest in our listeners, but they can tell me if I'm wrong. No, I think that's great, and it tells us a little bit about yourself. So, you've lived in all these different places and all these backgrounds. Maybe you can tell us a little bit about how your background led you to starting Starcycle.
JACLYN: Starcycle is my third company. I'm a three-time founder, advisor, investor, and mentor. I built my very first startup in my senior year of college, which was a men's personal styling app that surfaced shoppable outfits based on your calendar, style preferences, weather, and other things. And decided quite quickly early on, about a year in, that I wanted some real-world experience before understanding what it's like to run and build a company. I realized, hey, I need to know what it's like to be in one before I can build one.
So, I spent the next decade-plus in the creative culture and tech spaces, everything from sales and partnerships to marketing growth and operations. I worked on really exciting things from album releases for Rihanna to closing brand deals with TikTok. So, that led me to New York, to Berlin, and now back to New York, which has been really fun.
My second startup was co-founded over the height of the pandemic, and we built software for blue chip art galleries and working with them to authenticate blue chip and high-end physical art pieces. We authenticated $63 million worth of art in the company's lifetime.
The even tide of that, so towards the end of my second venture, that kind of initially planted the seed for Starcycle because we had been facing some more difficult times, and we were facing some pretty difficult decisions. I just had this Eureka moment, so to speak, where I was like, hey, I know firsthand how difficult it is to found a business. I want to use my knowledge to help at least one person get over the finish line. And I explored so many different permutations of that. I spoke to startup founders to small business owners, spent hundreds of hours exploring different ways that I could use tech to empower founders, and eventually ended up with Starcycle, which, as you mentioned earlier, is the AI COO for small businesses.
And what we do is we are supporting business owners at the mission-critical stages of their business life cycle, so the startup phase, the selling phase, which is when they're hoping to sell or get acquired, and also the shutdown phase. And so, we review and parse through key documentation and automate key operational tasks such as licensing, identifying engagement terms, drafting disclosure statements, et cetera, et cetera. So, it's very much born out of my own experience as the COO and also as an operator for many different kinds of businesses.
I grew up in a very entrepreneurial family of restauranteurs. My dad runs his own practice as a doctor. And I have cousins and other extended family members who are accountants and have their own practices. Somehow, half of my generation in my family are all startup founders now, so that has been really cool just being immersed in that, and also, yeah, wanting to use tech to give back, essentially.
VICTORIA: I love that connection with your family and how that mindset is a part of your culture and who you are. It's really interesting to hear and replay a little bit back of what you said about, you know, you knew you were entrepreneurial, but you wanted more experience. And then, you got to go through starting your own company several times. And now you're trying to share the experience you got from that with other founders.
JACLYN: Exactly. And what drew me to small businesses, really, was that startups do have quite a lot of help. Of course, we can argue perhaps a separate episode on how this support is distributed and whether or not it's equitable, but startups do tend to hog a lot of the headlines and a lot of the glamour and the glitz of being a founder.
And where I was really drawn to was the day-to-day coffee shop owners; for example, that was a big one, or just the fact that 99% of businesses around the world are considered small businesses. And I said there has to be a way to take a lot of the great tools and services that we have enjoyed as startup founders and kind of make that a lot more accessible to the people who really need it. And so, that was really the big bow on top for me to start working on Starcycle.
VICTORIA: Yeah. It's interesting to think about accessibility and inclusivity, and not just access to funding, but access to tools, access to knowledge, and support, and getting your business up and off the ground.
JACLYN: Exactly. I think the knowledge piece is a big one. And with knowledge, of course, comes support, as you say, and both of those things require a lot of hands-on education but also guidance. And one thing that I've learned over my career as an operator but also as a serial founder is how much that initial touch point really matters for folks.
And so, when I say that, I mean, just think about the very first time you encountered a new piece of technology and the feeling that inspired in you and how you felt like that new piece of tech, for better or for worse, reinforced, or not, that feeling. I've been really lucky to be at the forefront of helping a lot of people navigate these experiences, from helping fashion brands at the very beginning of my career, helping fashion brands understand social media.
This was before sponsored content was a thing. We still called them bloggers back in the day. Yeah, teaching them that social media is going to be an asset for brand marketing, and kind of being on the first wave of tech partnerships, and embracing social media as a platform, to working with artists to get them onboarded and comfortable with streaming. So, I was at Roc Nation at the time when streaming was really just starting to take off. It was the same year that Jay acquired Tidal. And so, there was a seismic shift in how the music industry as a whole was grappling with this new tech.
Fast forward to working with art galleries, probably one of the most difficult technical nuts to crack, so to speak, and working with traditionally folks who reject new technology and are wary of software that doesn't offer the same level of discretion or convenience that they are used to, and working to get them excited about software solutions that are built just for them.
And so, the through line, for me, you know, as I look back, is how can I take something scary, and intimidating, and difficult to understand for your person who is chronically offline, so to speak, and translate that into an experience that they look forward to that makes them see, "Oh, this is not just some sci-fi hubbub; it's not just what the Yahoo's at Silicon Valley are up to; this is going to help me and what I care about"? And that particular thought process, that particular intersection, is what really gets me going every day.
VICTORIA: That's really interesting. And it reminds me of friends that I have who have really deep domain expertise in certain things like nutrition, and coaching, and early childhood intervention and development. And they're asking me, someone who has, like, a connection to founders and startups, about, like, "How do I get my thing going? Like, how do I take this knowledge and build a business around it?" So, maybe you can tell me a little more about what research you're doing with these groups of people, with these small businesses. And what kind of questions are you asking, and what kind of things are you finding?
JACLYN: Sure. So, I started with a hypothesis, which was this slightly more nebulous notion that everyone will have an AI copilot. And so, I started to workshop what that could look like for a business owner, specifically because 78% of small businesses are owned and operated by one person. And my expertise or experience as a founder is having had a co-founding team where we can fill each other's gaps, and lift each other up, and work on different things. And a lot of small business owners don't have that luxury.
So, I said, okay, this is a problem that I have noticed. I am going to explore this to every single nook and cranny I can possibly find. And that led me to experiment with different ways to apply AI to this particular problem. I started looking at the early stage founding stage, where business owners are identifying their next steps to get their next big thing off the ground. They're navigating bureaucracy and figuring out what licenses they need what paperwork they need to file to make certain things a reality. And that, to me, felt like an easy place to start because it is a very well-documented and well-accounted-for space. So, we quickly shipped an early beta feature just to gauge market sentiment and to see what people were really looking for.
There really is no shortcut here, in my opinion. It's really about putting in the time and the effort to talk to everyone that is interested in finding a new solution for something that has deeply plagued them in some way or another. In a way, putting on different hats as a psychologist almost, like, understanding where their pain points are really stemming from. Is it, like, an operational thing? Is it an emotional thing? All the way to introducing them to something new, which involves reimagining what that user experience could look like, all the way to just being open and having a clear line of communication.
I talk to our users almost every day. We're on calls; we're on emails. And I just love hearing from them, and they know that they can come to me and talk to me about things. I've consulted for some of our small business owners before who come to me with different questions like, "Hey, can you help me with this business plan?"
Anyway, so, through all of those conversations, I started to stitch together a few things. The first being that AI is changing so rapidly, and, of course, this is something that is challenging but also incredibly exciting because no one really knows where it's going. We're all kind of testing out our hypotheses in real-time. We're all building towards that reality we want to see. So, noticing that a lot of co-pilot promises we were still, or at least I feel like, we're still a little bit far away from that. And so, I started examining, okay, what is AI already currently really good at and will only get better at? And how can that be applied to something that all business owners have to face?
And so, I expanded my search into other life stages of a business, and I identified that over hundreds of hours of conversations as the M&A stage and the closure stage. The M&A space is very exciting. It is also very well accounted for. And, currently, I'm spending quite a lot of time looking into the bankruptcy aspect, the end of life, something that, unfortunately, a lot of businesses will have to go through.
And yeah, really studying that space, deeply realizing that we can probably find a, if I may use this as a verb, a "turbo tax" for all of these different key operational moments for every small business, right? So, we can, quote, unquote, "turbo tax" starting a business. We can, quote, unquote, "turbo tax" trying to sell your business. We can turbo tax, closing down your life's work and trying to find a good place to put it to rest.
VICTORIA: How do you find people to be a part of the research? And how do you make sure that you're being inclusive or, you know, going after the right groups?
JACLYN: To the best of my ability. I start within my own networks. Luckily, since at this point, I have built quite a lot of friendships and relationships just within founders of all different kinds, I started by reaching out to different founders and just approached it with a lot of curiosity. I was like, "Hey, what are you working on? What is troubling you? How could I help?" And approaching it from a place of "How can I help?" as opposed to "How can you help me?" You being, of course, the founder I was speaking to. Yeah, really just being in the position of I want to learn from you, I would say, in hindsight, has been the key to a lot of folks being willing to speak with me.
And then, of course, on the call itself, when I do manage to get that scheduled, when I speak to them, and doing everything to make them feel heard, to make them feel welcomed. I show up to every single call prepared about this person. I have my questions prepared. Usually, within Calendly, for example, people should fill out what their profile kind of is. So, we do a lot of that pre-work and get that out of the way. And it also helps me prepare for the call. Weirdly enough, it's almost like preparing for a podcast interview.
And then, from those calls, I always ask like, "Hey, I really appreciate you spending time talking to me. Do you know one person who would be willing to do the same thing?" And I would say, nine times out of 10, the answer is "Yes." And then, I get a follow-up email being like, "I loved talking to you. Here's my friend who is also facing a similar thing. I already told them about our conversation. They would love to speak with you." And it just kind of flows from there.
And so, I guess to sum it all up, it really is being thoughtful with your relationships and letting that compounding effect work itself. And at this stage, like, as an early-stage founder, you and your...I don't like the word reputation, but I can't think of a better one right now. Your reputation is really what the currency is, and people typically want to help. And they also want to feel helpful, and they want you to show that they were helpful. And yeah, that has been something that I've seen a lot of success with personally, whether it's through user interviews or approaching it from, like, a sales and partnerships perspective.
VICTORIA: I agree. I think I found the same thing where, what you want to call it, and it's your reputation or your authenticity and your genuine interest in solving the problem that you're going after. I think a lot of people are, you know, of course, they want to talk about things that are bothering them, and they want to see other founders succeed, and it's part of a community. So, it's really nice to hear that's been working for you.
JACLYN: I'm so lucky that this particular thing is what really excites me about being a founder is: having that opportunity to have these conversations. Also, at this point, probably my superpower that I feel like I can draw from so many different experiences to be a good sounding board for whoever it is that I'm talking to.
And I remember this so clearly from my previous venture where we were building software for art galleries, and we had some of the most commercially successful artists and art galleries of modern times. And they went on record saying that, you know, they're switching their solutions, or they're coming on board for the first time. And they're not considering any other potential incumbents or competitors simply due to our ability or my ability to talk to them like equals, talk to them like people.
They were like, "We spoke to so many founders who were building different kinds of tech solutions for the art industry or the art world. And we always really felt kind of small talking to them because they were throwing a lot of jargon at us. They essentially wanted us to operate under a cloud of confusion so that, hopefully, we would just go along with whatever they say. And you were really the only one who would sit down, take the time to explain, take the time to hear us out, and kind of meet us where we are and see us people."
And I was really kind of taken aback by that. And I do think that advice applies generally, but especially when it comes to speaking to folks who identify so deeply with what they do, like small business owners, it is so key to really just treat them with respect. I mean, ultimately, that's really what it's about. Like, you respect that they know things that you don't, and you don't lord anything you know that they don't over them.
VICTORIA: I really appreciate that perspective. And I'm curious if maybe there are some core values from your educational background in journalism that flows through into your being a founder and how you have these conversations with people. Are there any core values that translate from that?
JACLYN: I love to listen. I'm just such a curious person. Yeah, I guess you could say that it is a journalistic approach to, you know, ask open questions and let the person feel like they are steering the conversation, and, you know, being that safe space that they know whatever it is they're saying is being taken seriously.
One of my personal philosophies when it comes to founding is that I let the problem tell me how it wants to be solved. I have a general direction, right? Like, my North Star is that I want to use tech to empower founders; in the same way, you could say that you might start writing a piece with the general idea of like, hey, this is what I want to write about. And I'm open to letting my subjects kind of steer where they really care about so that, like, I end up writing something that is compelling for everybody.
And so, yeah, I'm always open to finding the best way. This openness and curiosity, really, has led me to meet some really interesting people and dive through some very fascinating rabbit holes that I might not have done so otherwise.
VICTORIA: Oh, that's really cool. No, I like that a lot. That's super interesting.
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VICTORIA: So, in these conversations, you're having in your early discovery process, were there any points where you decided to pivot your strategy based on what you learned?
JACLYN: I would say that the most interesting point was...I think this is probably, like, the clearest example of...whether it's a pivot, or, like, a redirection, whatever you want to call it. This was before I kind of arrived at the stage of bankruptcy or the idea of bankruptcy, which is where I'm really diving deep to at the moment. I had already spoken to a lot of founders in kind of the early stage of starting the business when I was talking to them about, like, "How can a tool like Starcycle help you on your journey?"
And a lot of them were like, the ultimate milestone was, of course, to sell the business, that they want that ROI, that they want to know that, you know, something that they've worked so hard on was going to end up in great hands. And so, I started examining that side of the spectrum. So, that was, I guess, refocusing number one, which was, okay, I want to understand the buy-sell space, kind of the M&A space, to hear what success factors led people there.
I spoke to everyone I could think of on that end of the spectrum, you know, people who had sold a business, people who tried to sell but didn't sell, people who acquired a business, people in private equity who are looking to buy and operate a business, you know, different buy and sell marketplaces, so on and so forth.
And this one conversation with the head of M&A at a language company it was a nice chat. And he kind of mentioned as a throwaway, "Oh, by the way, like, one thing we also look at are distressed assets." That was it. And I said, "Okay, let's unpack that a bit," and just kind of left the rest of my questions. And we started going in that direction. And then, I realized it's a different side of the same coin, exploring M&A and closure, because they are, unfortunately, very closely related to one another. They are both on the ends, like, end of the life cycle.
And so, that one comment which might not have occurred, you know, let's say if the person didn't feel like he had a safe space to kind of open up about his process, that has sent me on another journey to really, really dig deep into this very opaque and difficult area, where I'm actually, again, really, really excited to really unpack: How can we help people at the time of need, and how can we use tech to do a lot of the heavy lifting to free them up for very emotionally taxing tasks? Which, of course does happen at that end of the life cycle.
I still very much believe in the overall idea of using AI to help small business owners end to end, but really, I found this particular wedge because I guess I was open to that. And someone dropped the crumb, and I was like, "Let's take that path. Let's talk about it. "
VICTORIA: So, it had a high emotional element there, and there's a lot of tasks associated with it that would make it a good use case for AI to support that particular phase of the life cycle?
JACLYN: Yeah, that's absolutely my hypothesis right now. I've been validating this with different small business owners who have, unfortunately, had to close their business. I'm also talking to bankruptcy attorneys. And so, yeah, I guess we'll see what that process looks like. By the time this episode is up and running, I might have found the right angle to tackle this problem, or I might have just found some other opening to look at. So, I guess it really is up for grabs at the moment, which is a very exciting part of being at the early stage, but, of course, also slightly terrifying [laughs].
VICTORIA: Well, we'll have to have you back on in a year to check in and see how things have progressed. But it makes sense to me. And in all of my recent experience just hearing from founders around San Diego, it sounds like if you're going to be a founder, you are going to have to shut down a business at least once [laughs]. Like, usually, you found multiple businesses and that means that you do have to close or, you know, go through this final action at least one time. You will be very lonely being a founder, and I can see having support through that time and having it be easy could be really helpful and make it seem, you know, easy and maybe even just, like, make it easier to start things up again, too.
JACLYN: For sure. And I love that you touched on the starting again because founders, typically, more often than not, have this very stubborn optimism that we're like, we're going to figure it out one day, and we're going to do it. And at the risk of sounding a bit hokey, bankruptcy can be a beautiful thing. It is, of course, incredibly emotionally difficult.
But what I find really incredible is the notion of bankruptcy was really born out of this idea of we recognize that you took a huge risk. And even though the risk didn't pan out in the way that we all hoped that it would, we don't want to penalize you further for having taken that risk. So, here is some protection so that when you are ready again, you can start again. And I just find that sentiment very, very powerful. And I've certainly seen that to be true in my own experience.
So, this really is, like, I feel like my heart and soul problem, you know what I mean? Again, of course, I'm back to my core value I mentioned earlier. I'm open to letting the problem tell me how it wants to be solved. And so, I'm going through that process again to find, okay, what is it in this journey that I can solve with AI? And so, yeah, we can check back in however long, maybe six months, a year or so, and then see where. I would love for you to hold me to that.
VICTORIA: Absolutely. I will. I'd love that. Yeah. And, well, on that note, then, what are the biggest challenges you see on the horizon in the next six months?
JACLYN: I would say the biggest challenge that's coming on the horizon really is, to me, what is very exciting. I alluded to this earlier, but it really is this notion that, of course, we all recognize that AI is disrupting. It has already disrupted a lot of what we know to be true. We're all just testing out our hypotheses in real-time. No one really knows in what direction this wind is blowing. I don't think people could even agree on what AGI means, right? Like, AGI, is it, like, a very, very general thing, or is it AGI for X, AGI for Y? Like, what does that look like? And I don't think there's, like, a consensus on what this looks like, right?
So, in a way, every founder building in this space, including myself, we're all just working towards what we think that reality is and what reality it is that we want to see. It's a huge challenge because we're quite literally building what has never really existed before. And it is a feeling that I'm personally, luckily, very familiar with, I get super energized by. We're in the beginning. Everyone says this, right? "We're so early," but we really, really are so early in this new wave. And I'm really looking forward to drawing on all of my experiences being at the forefront of various other big changes and applying them to this very particular change.
And then, of course, I'm also a little bit nervous about this. I think anyone would be nervous knowing that the tide could change at any moment. I'm also not delusional about this per se, but I'm definitely optimistic. I think we're going to see a lot of generational companies built at every single possible intersection of AI and something. So, it's like AI for small businesses, right? Or you could even go even more granular. There's going to be an AI for hair salons. There's going to be AI for coffee roasters. There's going to be just so many ways to capture this new energy and this revolution that I am very intimidated, but I'm really excited about this.
VICTORIA: So, the gravity and the size and scope of the change, and that being unknown, and also what you mentioned on the tech stack, having that variability and just knowing you might have to pivot or change very quickly, is an exciting challenge as well.
JACLYN: It is. It definitely is. And, of course, it's a tough one to solve for sure. Any founder who wants to build something, really now is the time to just give it a shot because there are so many intersections up for grabs, and that doesn't come around very often.
VICTORIA: That's really great. And I love your approach to that by just trying to see how can you use your expertise and follow the problem and see what solution comes up that is worth focusing on? So, I really appreciate you sharing that. I'm curious if you know what success looks like six months from now or even five years from now for Starcycle.
JACLYN: I would say in six months, I would envision, at this stage, having maybe a small suite, but a suite nonetheless, of different aspects of the small business life cycle, the mission-critical stages I spoke about, having the, quote, unquote, "different turbo taxable features" live. And so, we're already able to start really moving the needle for these folks. We have our first test feature live in beta. We're already helping close to 1,200 business owners. So, I'm really looking forward to just increasing that number.
In five years, I would really love for us to be at that stage where we are helping small business owners end to end. And so, I do see AI growing at a rate or the capabilities of AI growing at a rate way faster than any of us can imagine.
So, I'm going to just throw this out there and say, in five years, I would love for Starcycle to be, like, a true AI COO on every single step of the way, like, a real strategic thought partner, executional partner for your small business that you otherwise wouldn't have. And you're in the trenches with your AI COO, and we're going to help you build the best business you possibly can. And we'll take care of your end to end. And that, I would say, is my ultimate grand vision. So, I guess let's check back and see what happens.
VICTORIA: I like that. And, you know, that's a really awesome future vision to build towards. And in the immediate term, I'm curious to ask you more about Starcycle and how AI and people work together to give leaders confidence that the COO is giving them good answers and all that.
JACLYN: One thing that we noticed while we were developing our beta and continuing to improve on our current offering is coming to the realization that we want to focus on what AI is currently already really good at and will only get better over time and, to us, that was data parsing, data optimization, formatting, data extraction. And so, that's where the next immediate stage of product development is going to go is really leaning into this data extraction aspect.
And we feel like this true thought partner; strategic partner thing will happen over time once we have, like, a lot bigger pool of data of your business to work with, where we can connect dots that you might not have otherwise been able to connect, whether it's because you physically do not have the time, or you may not have the knowledge to, let's say, comb through your monthly P&Ls to draw out certain trends in the way that AI can really do for you.
So, we're acknowledging the current limitations of AI while maintaining optimism on kind of the long run of what we think AI is going to do. And so, I think for the small business owners that we're currently supporting, we are very much on deck as humans to help them with some of the more strategic moments. And our users know that they can find us anytime. And for a lot of the more data operational action item-driven tasks that they need help with, then AI can step in fairly comfortably and help them in the majority of the cases.
VICTORIA: That sounds really cool. I like how you broke that up. Do you have anything else you'd like to promote?
JACLYN: I'm open to so many different kinds of conversations. And every single conversation is helpful. So, please reach out or sign up, try the product.
We look at every single survey. I respond to every single survey personally with follow-up questions if you'll allow them. So, I really just want to help anyone who's listening. Whatever problem it is that you're dealing with on your founding journey, I'm here to help. So, in whatever way that I can help you, please let me know. I would love to hear from you.
VICTORIA: I read in your background that also includes asking you questions about your time working with Rihanna. Is that right? You're open?
JACLYN: [laughs] Correct. I suppose. Yes. If that is of interest, we can certainly talk about it [laughs].
VICTORIA: Oh, that's great. No, I love that, the detail on that. And then, also, we didn't get to talk everything else about your background. You also have that you're an angel investor, and you also are just a general incredible mentor and coach. So, I don't know if there's anything else you wanted to share about that.
JACLYN: I think part of it is also really driven by my passion to empower folks with technology. And a lot of that component, as we've alluded to multiple times over this podcast, is the educational component. And I think I've been really lucky to be exposed to a lot of new things throughout my life. And I want to play even some small part in helping other people encounter tech in what they perceive to be a safe and gentle way. And so, that's what I'm really excited about.
I do occasionally write small checks to companies and founders that I believe in. I spend time guest lecturing at colleges and also mentoring young girls and young women. And, generally, I'm an open book if you want to ask me about how I taught myself stop motion video editing to do something for Rihanna, all the way to how on earth did you find it in yourself to do a third company. I just want to help anyone and everyone who wants to make that difference in the world to be that difference that they're looking for.
VICTORIA: Yeah, you know what always gets me excited about tech? Is when people use tech to solve simple problems that helps everyday people. You know, I'm from Washington D.C. I spend time on the side from doing consulting with big federal agencies. I was helping startup nonprofits that were working to end homelessness and solve communication problems with nonprofit organizations sharing their services to people who needed them and that type of tech.
And I've been in California now for three years, and I've started rebuilding my networking here. And I'm starting to find those people who are working on those kinds of projects. So, I'm really excited to build a little community here in San Diego and to start giving back to some of those groups again.
JACLYN: Yeah, that's really, really awesome. And that really is what keeps drawing me back to founding is knowing that whether it's founding a non-profit initiative, or a startup, or opening up a coffee shop, like, I keep coming to coffee shops because, of course, I have a deep appreciation for them. But, ultimately, it really is such a tangible way to provide and to give back. And I can't quit.
VICTORIA: I mean, I could quit. I could quit and just, like, rock climb and be bad at surfing for the rest of my life, but I won't. But yes, thank you so much for taking the time to be with us here today, Jaclyn.
You can subscribe to the show and find notes along with a complete transcript for this episode at giantrobots.fm. If you have questions or comments, email us at hosts@giantrobots.fm. And you can find me on thoughtbotsocial@vguido.
This podcast is brought to you by thoughtbot and produced and edited by Mandy Moore.
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Jun 6, 2024 • 42min
528: AI in Action—How Fireflies Transforms Meeting Productivity
Krish Ramineni, founder and CEO of Fireflies, discusses the evolution of AI meeting assistants, touching on AI advancements, democratizing AI, and the future of work productivity. They explore how rejecting AI hinders progress, Fireflies' journey to enterprise adoption, and AI's potential to enhance efficiency and innovation. The podcast highlights the transformative force of AI in empowering individuals and organizations for unprecedented productivity and creativity.


