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Jamin Ball

Artwork for What separates the AI winners from everyone else? | First Pass Ep. 3 with Ara Kharazian (Ramp)
Altimeter Capital YouTubeAra Kharazian

What separates the AI winners from everyone else? | First Pass Ep. 3 with Ara Kharazian (Ramp)

Ramp economist Ara Kharazian argues the firms seeing AI gains are not casual users but intensive adopters with integrated workflows. His data shows AI-heavy companies grew headcount over two years, with especially strong growth in entry-level hiring.

Artwork for Is the moat the model or the loop? | First Pass Ep. 2 with Dan Farrelly (Inngest)
Altimeter Capital YouTubeDan Farrelly

Is the moat the model or the loop? | First Pass Ep. 2 with Dan Farrelly (Inngest)

Dan Farrelly argues that in AI agents, the real moat is not the model but the loop: the production system that continuously evaluates state, chooses actions, and invokes skills. The episode breaks agent systems into three layers—loop, skill, and orchestrator—and emphasizes durability, observability, retries, and self-improvement as the hard problems.