Meeting Title: Planning: AI-Default-CTA Date: 2025-11-17 Meeting participants: Samuel Roberts, Casie Aviles, Mustafa Raja, Rico Rejoso, Uttam Kumaran, Gabriel Lam
WEBVTT
1 00:00:28.030 ⇒ 00:00:29.040 Samuel Roberts: So, hey.
2 00:00:34.500 ⇒ 00:00:36.050 Casie Aviles: Hey, good morning.
3 00:00:36.790 ⇒ 00:00:38.190 Samuel Roberts: What are you guys doing?
4 00:00:41.480 ⇒ 00:00:45.930 Mustafa Raja: Yeah, I just… I just logged in, so… Okay. Nothing much.
5 00:00:45.930 ⇒ 00:00:47.650 Samuel Roberts: Yeah, yeah, how was your weekend?
6 00:00:48.540 ⇒ 00:00:54.709 Mustafa Raja: Oh, yeah. I had some guests, so… Oh, yeah, you said that. Nice. Yeah.
7 00:00:55.090 ⇒ 00:00:57.899 Mustafa Raja: So, yeah, it was good. Good weekend.
8 00:00:58.490 ⇒ 00:00:59.319 Samuel Roberts: Good to hear.
9 00:01:00.270 ⇒ 00:01:02.380 Samuel Roberts: Yeah, how was.
10 00:01:02.440 ⇒ 00:01:04.500 Mustafa Raja: How was the Thanksgiving?
11 00:01:06.820 ⇒ 00:01:13.530 Mustafa Raja: How was your, your, your thing? You, you prepared the… Creamed corn, right?
12 00:01:13.740 ⇒ 00:01:18.170 Samuel Roberts: That’s right, yes, my Friendsgiving was this weekend. Yeah, the cream corn was… it turned out well.
13 00:01:18.400 ⇒ 00:01:24.110 Samuel Roberts: Yeah, we had a good time, everyone brought a dish, so… I don’t know.
14 00:01:24.500 ⇒ 00:01:25.510 Samuel Roberts: Food, I’ll take.
15 00:01:25.510 ⇒ 00:01:26.640 Casie Aviles: was earlier.
16 00:01:26.830 ⇒ 00:01:29.379 Casie Aviles: I thought… I thought Thanksgiving was a ruin.
17 00:01:29.380 ⇒ 00:01:30.360 Samuel Roberts: Yeah, Thanksgiving…
18 00:01:30.360 ⇒ 00:01:31.030 Casie Aviles: Doesn’t.
19 00:01:31.030 ⇒ 00:01:36.240 Samuel Roberts: is, yeah, Thanksgiving is later, but it’s become a thing to do a Friendsgiving.
20 00:01:37.010 ⇒ 00:01:38.140 Casie Aviles: Oh.
21 00:01:38.140 ⇒ 00:01:38.600 Mustafa Raja: Like, we…
22 00:01:38.600 ⇒ 00:01:40.649 Samuel Roberts: All my friends in the area got together.
23 00:01:42.080 ⇒ 00:01:53.280 Samuel Roberts: And then, so, like, yeah, because usually you get together with family around Thanksgiving, but the idea is a few weeks before or a week before, to do a, like, friend get-together with the same kind of food.
24 00:01:54.780 ⇒ 00:01:55.580 Casie Aviles: I see, I see.
25 00:01:55.580 ⇒ 00:01:57.749 Samuel Roberts: Yeah, it was nice. It was a nice time.
26 00:01:58.510 ⇒ 00:02:03.950 Mustafa Raja: Yeah, I was familiar with… with Thanksgiving, but not, Friendsgiving.
27 00:02:04.110 ⇒ 00:02:11.530 Samuel Roberts: Yeah, Thanksgiving is the, like, the official holiday. Friendsgiving has kind of… it’s become a bigger thing in the last, like, 10 years, maybe.
28 00:02:11.890 ⇒ 00:02:14.940 Samuel Roberts: Where people just…
29 00:02:15.090 ⇒ 00:02:20.030 Samuel Roberts: Do another one with friends instead of family, yeah, so it’s kinda… it’s a nice tradition.
30 00:02:22.130 ⇒ 00:02:22.880 Samuel Roberts: Here.
31 00:02:23.060 ⇒ 00:02:23.810 Samuel Roberts: Yeah.
32 00:02:26.080 ⇒ 00:02:27.130 Samuel Roberts: Ugh.
33 00:02:28.590 ⇒ 00:02:30.139 Samuel Roberts: Yeah, just kidding.
34 00:02:30.860 ⇒ 00:02:33.210 Samuel Roberts: Get back into the swing of things this morning.
35 00:02:41.300 ⇒ 00:02:44.199 Samuel Roberts: Wondering if we’re waiting for…
36 00:02:49.380 ⇒ 00:02:51.009 Samuel Roberts: What did he come say?
37 00:02:54.430 ⇒ 00:03:00.030 Samuel Roberts: In the change stands, we’re supporting a few more clients, we’re keeping updated on to the area. Okay, so…
38 00:03:00.360 ⇒ 00:03:00.950 Uttam Kumaran: Bye guys.
39 00:03:00.950 ⇒ 00:03:03.950 Samuel Roberts: Oh, there we go, okay, cool. That’s what I was just… yeah, cool. Alright.
40 00:03:06.090 ⇒ 00:03:07.280 Uttam Kumaran: How’s everything?
41 00:03:09.550 ⇒ 00:03:10.530 Samuel Roberts: Good, good.
42 00:03:10.530 ⇒ 00:03:11.190 Mustafa Raja: I’m just…
43 00:03:11.460 ⇒ 00:03:13.840 Samuel Roberts: Telling them I had a Friendsgiving this weekend.
44 00:03:16.100 ⇒ 00:03:16.499 Uttam Kumaran: Wait a sec.
45 00:03:16.500 ⇒ 00:03:19.230 Samuel Roberts: I made some… I had a Friendsgiving this weekend.
46 00:03:19.230 ⇒ 00:03:20.359 Uttam Kumaran: Oh, nice, dude.
47 00:03:20.360 ⇒ 00:03:24.060 Samuel Roberts: So I made some creamed corn and brought that, or…
48 00:03:26.480 ⇒ 00:03:28.450 Samuel Roberts: But yeah, it was, it was a good time.
49 00:03:29.220 ⇒ 00:03:30.030 Uttam Kumaran: Great.
50 00:03:30.240 ⇒ 00:03:31.050 Samuel Roberts: Yeah.
51 00:03:31.500 ⇒ 00:03:36.819 Samuel Roberts: Catching up on everything now, so I didn’t see… I didn’t see things… No, you’re good. This was a busy…
52 00:03:36.900 ⇒ 00:03:42.169 Uttam Kumaran: It’s a busy weekend. I actually might spend the first…
53 00:03:42.500 ⇒ 00:03:52.110 Uttam Kumaran: sort of part of this meeting with y’all, just planning out a few new clients. In particular, I think Sam
54 00:03:52.250 ⇒ 00:03:59.170 Uttam Kumaran: Casey and Mustafa, I’m gonna loop you guys into a few new clients, which is great.
55 00:03:59.650 ⇒ 00:04:06.110 Uttam Kumaran: And so, yeah, let me just send a note over, and then we can just start, kind of, planning that.
56 00:04:33.410 ⇒ 00:04:35.320 Uttam Kumaran: Okay…
57 00:04:42.190 ⇒ 00:04:43.760 Uttam Kumaran: Hello?
58 00:05:01.500 ⇒ 00:05:05.979 Uttam Kumaran: And then maybe while I’m working on this, Rico, would you mind,
59 00:05:06.460 ⇒ 00:05:12.720 Uttam Kumaran: Generating, like, some summaries from our…
60 00:05:13.620 ⇒ 00:05:16.949 Uttam Kumaran: from our meeting with Honey Stinger, and…
61 00:05:17.380 ⇒ 00:05:23.149 Uttam Kumaran: Amber’s meeting with Default last week. I just want to send both of those teams
62 00:05:23.290 ⇒ 00:05:30.030 Uttam Kumaran: Like, an update, on, like, what our plan is this week, so that way we can kind of set the objectives.
63 00:05:30.670 ⇒ 00:05:33.810 Rico Rejoso: Got it. That’s for Honey Singer and D4, right?
64 00:05:34.200 ⇒ 00:05:39.319 Uttam Kumaran: Yeah, we had a call with Honey Singer on Friday, and then we had a call with Default on Thursday.
65 00:05:40.410 ⇒ 00:05:42.330 Rico Rejoso: Okay, yeah, I’ll work on it.
66 00:05:42.790 ⇒ 00:05:43.829 Uttam Kumaran: Okay, thank you.
67 00:05:44.380 ⇒ 00:05:45.249 Samuel Roberts: How was the Honey Stinger?
68 00:05:46.310 ⇒ 00:05:52.339 Uttam Kumaran: It was good. We’re pivoting again a little bit, but I think we’re gonna focus more on,
69 00:05:53.220 ⇒ 00:05:55.579 Uttam Kumaran: Just, like, the inventory data?
70 00:05:55.710 ⇒ 00:06:01.740 Uttam Kumaran: And, like, some of the sell-through data in Amazon. Cool. But I’ll kind of let Robert…
71 00:06:01.920 ⇒ 00:06:03.760 Uttam Kumaran: Speak to that.
72 00:06:03.760 ⇒ 00:06:04.330 Samuel Roberts: Okay.
73 00:06:05.310 ⇒ 00:06:05.909 Uttam Kumaran: So, let me…
74 00:06:05.910 ⇒ 00:06:09.749 Samuel Roberts: I figured there’d have to be some shift once there wasn’t customer data from those.
75 00:06:09.960 ⇒ 00:06:11.170 Uttam Kumaran: Yeah. Makes sense.
76 00:06:11.200 ⇒ 00:06:11.940 Samuel Roberts: Okay.
77 00:06:12.600 ⇒ 00:06:15.980 Uttam Kumaran: So today…
78 00:06:16.320 ⇒ 00:06:24.939 Uttam Kumaran: And sorry, Gabe, before you joined, I’m gonna spend a little bit of the first part of this meeting just planning out some new clients, and then we can jump into, like, AI stuff.
79 00:06:25.510 ⇒ 00:06:31.139 Uttam Kumaran: Let me just copy a new version of this over.
80 00:07:11.170 ⇒ 00:07:19.410 Uttam Kumaran: Okay, so I’m just gonna put a couple of notes… Yeah, I’ll close.
81 00:07:37.160 ⇒ 00:07:42.200 Uttam Kumaran: Okay, so… We have CTA…
82 00:08:05.540 ⇒ 00:08:18.250 Uttam Kumaran: So, for CTA, I’m speaking… so we just kicked off on Monday, on Friday. I have a conversation with Catherine, who’s their head of, you know, data analytics.
83 00:08:18.620 ⇒ 00:08:19.970 Uttam Kumaran: Later today.
84 00:08:20.190 ⇒ 00:08:29.769 Uttam Kumaran: So, kind of to brief you, Sam, the scope of this is, like, we’re… we’re just doing a deeper dive into their data systems later today.
85 00:08:32.500 ⇒ 00:08:44.150 Uttam Kumaran: I guess, like, and kind of, like, there’s a couple things that we’re gonna be on the hook for, is one, like, setting up Snowflake. Two, it’s going to be,
86 00:08:44.620 ⇒ 00:09:04.420 Uttam Kumaran: like, considering we’re gonna make some decisions on ETL tools, probably start to work on a larger project plan, and then there is some setup of dbt, sort of just general, general, like, data exploration. I guess, technically, this would be your, like.
87 00:09:04.950 ⇒ 00:09:06.420 Uttam Kumaran: This would be your first…
88 00:09:08.310 ⇒ 00:09:18.159 Uttam Kumaran: sort of foray into, like, more of this data work, but you’ve been crushing, like, the setup stuff around Honey Stinger and other stuff, so I guess I want to gauge your…
89 00:09:18.370 ⇒ 00:09:26.490 Uttam Kumaran: like, your confidence? I mean, I’m confident in, I guess, giving my perspective.
90 00:09:26.750 ⇒ 00:09:29.889 Uttam Kumaran: This is a… this is a lot chiller client.
91 00:09:30.140 ⇒ 00:09:36.919 Uttam Kumaran: Okay. So, we’re, like, working directly with the stakeholder. She’s really technical, so I think.
92 00:09:36.920 ⇒ 00:09:37.250 Samuel Roberts: Okay.
93 00:09:37.250 ⇒ 00:09:41.959 Uttam Kumaran: the three of us will get along. It’s also a little bit of a slower org.
94 00:09:42.920 ⇒ 00:09:43.310 Samuel Roberts: Okay.
95 00:09:43.310 ⇒ 00:09:50.889 Uttam Kumaran: I would say my nervousness is just coming from, like, it would be kind of the first time I think you’ve tagged along on something
96 00:09:51.280 ⇒ 00:09:55.479 Uttam Kumaran: this size. Yeah. And it’s, like, all in, kind of, data world, but…
97 00:09:56.210 ⇒ 00:09:58.250 Uttam Kumaran: I don’t know, I’m… I’m kind of like…
98 00:09:58.930 ⇒ 00:10:01.989 Uttam Kumaran: the… yeah, I’m… I don’t mind, like…
99 00:10:02.170 ⇒ 00:10:06.019 Uttam Kumaran: I think we’ll work on it together. The reason why I do need help
100 00:10:06.150 ⇒ 00:10:13.189 Uttam Kumaran: From another, like, architect at your level is just needs some help on putting together the project plan.
101 00:10:13.210 ⇒ 00:10:14.280 Samuel Roberts: Totally.
102 00:10:14.520 ⇒ 00:10:17.230 Uttam Kumaran: Sort of assisting with, like, scoping out
103 00:10:17.510 ⇒ 00:10:27.270 Uttam Kumaran: different systems, and it’s gonna start fairly technical for a bit here. So as long as you’re comfortable with a little ambiguity to start, and, like, learning as we go.
104 00:10:27.630 ⇒ 00:10:30.160 Uttam Kumaran: I feel… Fine.
105 00:10:30.480 ⇒ 00:10:32.440 Uttam Kumaran: What do you, what do you think?
106 00:10:32.790 ⇒ 00:10:43.720 Samuel Roberts: Yeah, I mean, all of that sounds good. I mean, yeah, the data side, some of the dbt stuff might be a little bit weird, where I’m less confident, but yeah, setting the stuff up, figuring out, like, the systems and everything, I’m…
107 00:10:44.030 ⇒ 00:10:50.869 Samuel Roberts: you know, that I’m less… less worried about, but yeah, digging into it, you know, I’m just…
108 00:10:51.490 ⇒ 00:10:57.100 Samuel Roberts: I’m not necessarily worried about that either, as much as it’s less of my… current wheelhouse, but…
109 00:10:57.100 ⇒ 00:11:03.239 Uttam Kumaran: I would say the biggest thing that I would recommend is if you’re in the… if you’re in… this is what, like.
110 00:11:03.600 ⇒ 00:11:06.619 Uttam Kumaran: For anybody that, when you’re… when you’re facing client.
111 00:11:06.800 ⇒ 00:11:17.590 Uttam Kumaran: Like, I would say, for the most part, Robert and I, like, I think we kind of end up… 80% of the time, we know, like, what people are talking about. For other folks, it can be less. The only.
112 00:11:17.590 ⇒ 00:11:17.960 Samuel Roberts: Yeah.
113 00:11:17.960 ⇒ 00:11:28.679 Uttam Kumaran: caution I would give is, if you’re asked a question where you’re, like, have no clue, or if you’re, like, asked to do something you have no clue, don’t… don’t, fake it till you make it. Like, just say, like.
114 00:11:28.680 ⇒ 00:11:29.160 Samuel Roberts: Yeah.
115 00:11:29.160 ⇒ 00:11:33.540 Uttam Kumaran: Oh, let me… let’s say, like, I’ll get back to you on that. I’ll get back to you, yeah. Say yes, and I’ll get back to you.
116 00:11:33.740 ⇒ 00:11:34.450 Samuel Roberts: Totally.
117 00:11:34.450 ⇒ 00:11:38.569 Uttam Kumaran: The wrong thing to do is to say, like, oh, I have no idea, I’ve never done this.
118 00:11:38.570 ⇒ 00:11:40.130 Samuel Roberts: Right, right, yeah.
119 00:11:40.130 ⇒ 00:11:57.579 Uttam Kumaran: It’s gonna… yeah, I’m gonna get a phone call. So, even if that’s true, I guess my point is that, like, I’m not nervous about you picking any of these things up, and it’s gonna stay fairly infra-heavy for a while, and then I actually want you to join me on the journey of, like, setting up their infra, because it’s something that.
120 00:11:57.970 ⇒ 00:11:59.199 Uttam Kumaran: I want you to have.
121 00:11:59.630 ⇒ 00:12:03.049 Uttam Kumaran: Sort of knowledge of, like, what it is and why, so…
122 00:12:03.240 ⇒ 00:12:10.030 Uttam Kumaran: this is a great client, so I… there’s a… there’s a time blocked, later today.
123 00:12:10.030 ⇒ 00:12:10.590 Samuel Roberts: Saw that, yeah.
124 00:12:10.590 ⇒ 00:12:13.860 Uttam Kumaran: We actually have quite a bit of budget for them.
125 00:12:14.090 ⇒ 00:12:15.200 Uttam Kumaran: So…
126 00:12:15.200 ⇒ 00:12:15.800 Samuel Roberts: Okay.
127 00:12:16.460 ⇒ 00:12:23.340 Uttam Kumaran: I think after today, maybe if we can meet… And…
128 00:12:23.740 ⇒ 00:12:31.479 Uttam Kumaran: sort of plan out a little bit of, like, a Gantt chart of, like, where we think of the scope of the project, and plan hours.
129 00:12:31.580 ⇒ 00:12:36.579 Uttam Kumaran: And then I’ll kind of let you run on certain things.
130 00:12:37.400 ⇒ 00:12:42.509 Uttam Kumaran: And it’s mainly gonna be us two and her, and then she’s… I’ll give you the lay of the land.
131 00:12:42.640 ⇒ 00:12:45.549 Uttam Kumaran: When we dis- before we discussed with her, but,
132 00:12:46.390 ⇒ 00:12:51.500 Uttam Kumaran: Yeah, I guess my hope is that this fills up the rest of your basket of hours, basically.
133 00:12:51.920 ⇒ 00:12:52.620 Samuel Roberts: Sounds good.
134 00:12:53.240 ⇒ 00:12:54.339 Uttam Kumaran: Okay, great.
135 00:12:54.430 ⇒ 00:12:55.200 Samuel Roberts: Yeah.
136 00:12:55.310 ⇒ 00:12:56.810 Uttam Kumaran: What a joy.
137 00:12:59.930 ⇒ 00:13:09.410 Uttam Kumaran: Okay, on Eden, so, I guess… Where there’s, there’s, there’s…
138 00:13:09.550 ⇒ 00:13:15.980 Uttam Kumaran: three clients in where we need, sort of, analysis help. I guess…
139 00:13:16.370 ⇒ 00:13:22.190 Uttam Kumaran: really where I’m hoping to loop in additional folks is, like, you guys, Casey, Mustafa.
140 00:13:22.340 ⇒ 00:13:39.370 Uttam Kumaran: I know, Mustafa, you’ve been doing a little bit of data work for default, internally. I honestly may, but I think there’s kind of two areas where we… there’s three areas, clients, where we need help. Eden, Readme, and Honey Stinger.
141 00:13:40.220 ⇒ 00:13:50.070 Uttam Kumaran: I guess I’m curious, like, my instinct is to… given that, Mustaf, I feel like you’ve been doing more data work recently, is to have you come onto the
142 00:13:50.200 ⇒ 00:13:53.429 Uttam Kumaran: more difficult clients.
143 00:13:53.550 ⇒ 00:13:56.749 Uttam Kumaran: where the data work is a little bit difficult, and have Casey, have you…
144 00:13:56.890 ⇒ 00:14:01.270 Uttam Kumaran: stay on Eden, where there’s, like, a little bit of a larger team.
145 00:14:01.760 ⇒ 00:14:18.140 Uttam Kumaran: like, what do you think about that? I guess maybe I’ll start with Casey. We’ll talk in the next meeting, a little bit about the scope of work for Eden and analysis, but data analysis is really, like, kind of this… the work that, like, you see Amber doing, where she’s
146 00:14:18.490 ⇒ 00:14:32.050 Uttam Kumaran: doing analysis, getting it approved, putting together a deck. You did a little bit of the… of the outline for Insomnia, which was great. We didn’t end up executing on that work, which is fine. It’s in the backlog.
147 00:14:32.210 ⇒ 00:14:34.840 Uttam Kumaran: But I guess that’s my question to you, is like.
148 00:14:35.410 ⇒ 00:14:46.220 Uttam Kumaran: you feel comfortable, sort of, maybe getting looped in there, and then hit me with any questions. I can… I can go deeper, of course, on, like, exactly, like, what the work is, but…
149 00:14:47.830 ⇒ 00:14:52.979 Casie Aviles: Yeah, I think that’s fine, yeah, I haven’t really…
150 00:14:53.220 ⇒ 00:14:56.130 Casie Aviles: I don’t have a lot of, like, analysis,
151 00:14:56.570 ⇒ 00:14:59.559 Casie Aviles: experience, but I think, yeah, this is fine, like…
152 00:14:59.920 ⇒ 00:15:03.280 Casie Aviles: I’m just gonna ask for, like, feedback.
153 00:15:04.420 ⇒ 00:15:05.200 Casie Aviles: So…
154 00:15:05.720 ⇒ 00:15:13.260 Casie Aviles: for this, like, we’ll do the same thing, right? Like, we’ll produce, like, an outline, and then we’ll execute on that once it’s ready.
155 00:15:13.260 ⇒ 00:15:17.410 Uttam Kumaran: Yeah, and to give you a sense of,
156 00:15:18.730 ⇒ 00:15:21.529 Uttam Kumaran: Like, what it is that we’re doing.
157 00:15:21.830 ⇒ 00:15:27.549 Uttam Kumaran: Like, these are some things that we discussed with them.
158 00:15:28.680 ⇒ 00:15:30.820 Uttam Kumaran: Right? So…
159 00:15:32.080 ⇒ 00:15:43.449 Uttam Kumaran: build completed discounts and bundling analysis to identify top 3 margin-optimized product configurations. So you’re, like, comparing some features of products and measuring discounts.
160 00:15:44.770 ⇒ 00:15:53.199 Uttam Kumaran: There’s… so there… basically, our process is gonna be similar, like, we start with a question, build an outline.
161 00:15:53.980 ⇒ 00:16:00.369 Uttam Kumaran: Create a first version of the… Results, and then… Make it a deck.
162 00:16:00.630 ⇒ 00:16:01.960 Uttam Kumaran: Probably.
163 00:16:02.120 ⇒ 00:16:06.349 Uttam Kumaran: The toughest part for you is going to be the deck building.
164 00:16:06.850 ⇒ 00:16:08.990 Uttam Kumaran: Cause it takes a little bit of, like…
165 00:16:09.660 ⇒ 00:16:13.160 Uttam Kumaran: It takes a little bit more of a, of a…
166 00:16:14.070 ⇒ 00:16:15.549 Uttam Kumaran: Like, you just have to kind of…
167 00:16:15.700 ⇒ 00:16:21.779 Uttam Kumaran: constrain yourself, like, for example, this is the deck that we’ve put together for Insomnia. This is a great deck.
168 00:16:22.110 ⇒ 00:16:29.189 Uttam Kumaran: And this is something that we discussed with everybody yesterday, where this week, I think we’ll do some type of deck, or how to build these, but, like.
169 00:16:29.220 ⇒ 00:16:34.640 Uttam Kumaran: For example, if a customer was to screenshot this and send it internally, this slide has everything you need.
170 00:16:34.660 ⇒ 00:16:49.329 Uttam Kumaran: But if you look at the amount of work it took to get here, there was, like, a lot of different write-ups that then got consolidated here. And what is this saying? It’s saying exactly what the headline is. Only 28% of customers make a second purchase once they do, repeat behavior accelerates.
171 00:16:49.440 ⇒ 00:17:00.650 Uttam Kumaran: Right? So what is the recommendation? Get people to the second purchase, or the fourth purchase, right? And, like, overspend there, because they end up spending more.
172 00:17:00.900 ⇒ 00:17:03.810 Uttam Kumaran: And so…
173 00:17:04.240 ⇒ 00:17:16.460 Uttam Kumaran: I think this is where… this is honestly, I think also for Mustafa, for you both, this is what’s gonna be more of the difficult part, I think. Like, I think you guys will learn quickly, like.
174 00:17:16.829 ⇒ 00:17:24.000 Uttam Kumaran: chart types, like, what chart types matter. I think you’ll… you’ll work with Amber to understand how she’s using Cursor for…
175 00:17:24.369 ⇒ 00:17:28.730 Uttam Kumaran: Analysis and things like that, but the true art of this…
176 00:17:29.050 ⇒ 00:17:42.489 Uttam Kumaran: the analysis job is this deck. However, I actually want everybody in our company to kind of think in this manner, because ultimately, no matter how much work we do, it has to get distilled into, like, this type of output.
177 00:17:42.670 ⇒ 00:17:49.529 Uttam Kumaran: But on Eden, you have a lot of support. There’s several people that are actively working on that client that have worked on that client, and so…
178 00:17:50.100 ⇒ 00:17:56.650 Uttam Kumaran: I would like to sort of have you get looped in there and be available, you know, as the analyst on that client, so…
179 00:17:57.890 ⇒ 00:17:58.830 Casie Aviles: No. Yeah.
180 00:17:58.830 ⇒ 00:18:05.189 Uttam Kumaran: I think that’ll also probably fill up, you know, ideally the rest of your time.
181 00:18:06.160 ⇒ 00:18:10.439 Uttam Kumaran: So I… I’m really happy about that, and giving them support there.
182 00:18:10.870 ⇒ 00:18:14.580 Uttam Kumaran: So let me go back to Notion.
183 00:18:18.350 ⇒ 00:18:19.850 Uttam Kumaran: So for Eden…
184 00:18:23.880 ⇒ 00:18:31.570 Uttam Kumaran: So today, and then I guess my other point is gonna be, like, we’re gonna go… we’re gonna go through…
185 00:18:31.910 ⇒ 00:18:40.659 Uttam Kumaran: clients in this meeting and clients in the next meeting. We’re gonna try to do some, like, type of breakout rooms, and, like, just, like, kind of figure out, like, what the best
186 00:18:41.590 ⇒ 00:19:00.879 Uttam Kumaran: like, kind of, like, how to manage this many clients, and, like, also do great planning on Monday. So, if you guys can join that, and then… I think we’ll let people drop if there’s no other clients to discuss, but Monday’s gonna be a little bit heavier. So, the next meeting, we’ll talk… we’ll do a breakout room about Eden and the roadmap.
187 00:19:01.030 ⇒ 00:19:03.459 Uttam Kumaran: And then assign out tasks.
188 00:19:03.790 ⇒ 00:19:15.190 Uttam Kumaran: Cool. On default, so, this is,
189 00:19:16.710 ⇒ 00:19:23.030 Uttam Kumaran: So I’m… so, Amber is doing pricing analysis,
190 00:19:23.380 ⇒ 00:19:29.730 Uttam Kumaran: I know, Mustafa, you’re doing, like, vendor… Analysis, plus, like, Omni.
191 00:19:31.260 ⇒ 00:19:33.230 Uttam Kumaran: So I’ll kind of leave you…
192 00:19:33.930 ⇒ 00:19:47.129 Uttam Kumaran: I… this is going fine, so I’ll kind of leave this as you. You’re also gonna be handling the, the catalyst stuff, which is… which I’m just gonna send a note over. I guess, Rico, would you mind putting…
193 00:19:47.490 ⇒ 00:19:49.370 Uttam Kumaran: The summary from default.
194 00:19:49.540 ⇒ 00:19:50.480 Uttam Kumaran: here.
195 00:19:50.980 ⇒ 00:19:54.280 Uttam Kumaran: I don’t know if you ended up generating that, but
196 00:19:54.580 ⇒ 00:19:58.430 Uttam Kumaran: That way I can send a note today with just, like, hey, what’s the goals for this week?
197 00:19:58.600 ⇒ 00:20:00.550 Uttam Kumaran: For default, I feel okay.
198 00:20:00.550 ⇒ 00:20:01.200 Rico Rejoso: Okay.
199 00:20:01.660 ⇒ 00:20:02.520 Uttam Kumaran: Thanks.
200 00:20:02.780 ⇒ 00:20:06.620 Uttam Kumaran: For README, I think I’m gonna,
201 00:20:06.730 ⇒ 00:20:11.250 Uttam Kumaran: I think I’ll end up, looping you in here, Mustafa.
202 00:20:11.850 ⇒ 00:20:17.260 Uttam Kumaran: We have some insights that we want to generate, and we’ll be talking about this in the next meeting.
203 00:20:18.930 ⇒ 00:20:19.610 Mustafa Raja: Okay.
204 00:20:22.360 ⇒ 00:20:27.130 Uttam Kumaran: So, I’ll have you… Here,
205 00:20:27.990 ⇒ 00:20:35.689 Uttam Kumaran: On Urban Stems, yeah, there’s gonna be nothing there. And then for Honeysinger, I think we’re gonna decide on who the analyst is.
206 00:20:41.730 ⇒ 00:20:46.849 Uttam Kumaran: And then, on Eden, Zoron is running, like, Martech.
207 00:20:48.480 ⇒ 00:20:52.609 Uttam Kumaran: Henry is running Bar Mops.
208 00:20:53.300 ⇒ 00:20:56.839 Uttam Kumaran: And then Demolade is gonna be modeling.
209 00:20:58.440 ⇒ 00:21:05.250 Uttam Kumaran: And then we have a couple of additional clients potentially soon. So we have Magic Spoons, we have Element.
210 00:21:05.450 ⇒ 00:21:15.280 Uttam Kumaran: I’ll probably take… Awash with me here… on Magic Spoons.
211 00:21:16.280 ⇒ 00:21:20.799 Uttam Kumaran: We are interviewing, we have a candidate Right now, that,
212 00:21:21.400 ⇒ 00:21:26.050 Uttam Kumaran: I may bring him here, but we’ll see.
213 00:21:32.640 ⇒ 00:21:35.979 Uttam Kumaran: Great. And then, yeah, so Hydra…
214 00:21:44.230 ⇒ 00:21:47.029 Uttam Kumaran: And then, even something clears.
215 00:22:00.580 ⇒ 00:22:08.970 Uttam Kumaran: And then, Sam, I’m going to keep you here, because you kind of just are… we’re doing the sort of initial data work, but we haven’t made any progress on any other scope there.
216 00:22:08.970 ⇒ 00:22:10.059 Samuel Roberts: Yeah, that’s fine.
217 00:22:10.060 ⇒ 00:22:21.140 Uttam Kumaran: And then… ABC… Still, like, KC, Mustafa…
218 00:22:27.420 ⇒ 00:22:28.250 Uttam Kumaran: Okay.
219 00:22:28.590 ⇒ 00:22:34.499 Uttam Kumaran: Yeah, so we have kind of two, like, if we talk about, like, potential clients.
220 00:22:36.000 ⇒ 00:22:41.889 Uttam Kumaran: Magic Spoons, element. We also have, Lilo Social.
221 00:22:42.500 ⇒ 00:22:47.059 Uttam Kumaran: This one will kind of just be probably, like.
222 00:22:47.740 ⇒ 00:22:53.000 Uttam Kumaran: I mean, this is where, also, we’re evaluating another member of the AI team.
223 00:22:53.000 ⇒ 00:22:57.109 Samuel Roberts: So, I would probably opt for this being Sam Yu, and…
224 00:22:57.260 ⇒ 00:23:03.530 Uttam Kumaran: Use kind of, like, architect, and then we’ll need, like, one other, like, engineer here.
225 00:23:06.060 ⇒ 00:23:12.110 Uttam Kumaran: Basically, given this scope, like, we may get jammed on, like, how much time we can dedicate internally.
226 00:23:12.470 ⇒ 00:23:15.460 Uttam Kumaran: Yeah. Which is okay, like…
227 00:23:16.020 ⇒ 00:23:20.460 Uttam Kumaran: And I can kind of make the decision on… on… more candidates.
228 00:23:20.590 ⇒ 00:23:27.469 Uttam Kumaran: Additionally, for Lilo Social, I have an… we have another candidate, I think we talked to him… you remember talking to Pranav?
229 00:23:30.350 ⇒ 00:23:30.740 Mustafa Raja: Yeah.
230 00:23:30.740 ⇒ 00:23:34.980 Uttam Kumaran: It was a while ago. I don’t know, Mustafi, you talked to him. I don’t know, Sam, have you talked to him?
231 00:23:34.980 ⇒ 00:23:36.310 Samuel Roberts: I don’t think I did.
232 00:23:36.660 ⇒ 00:23:37.200 Uttam Kumaran: Okay.
233 00:23:37.200 ⇒ 00:23:40.680 Mustafa Raja: I remember, I remember talking to
234 00:23:40.680 ⇒ 00:23:41.869 Uttam Kumaran: Yeah, what’d you think?
235 00:23:43.510 ⇒ 00:23:45.250 Mustafa Raja: Yeah,
236 00:23:45.540 ⇒ 00:23:52.300 Mustafa Raja: Yeah, he, he’s got the, he’s got the gist of, AI engineering, so, I felt good about him.
237 00:23:53.050 ⇒ 00:23:53.660 Uttam Kumaran: Okay.
238 00:23:56.100 ⇒ 00:23:57.070 Uttam Kumaran: Okay.
239 00:23:57.260 ⇒ 00:24:07.770 Uttam Kumaran: Great. Cool, so I, again, I think, like, if we talk about, like, Capacity needs…
240 00:24:08.660 ⇒ 00:24:11.930 Uttam Kumaran: One, we’re definitely looking for another financial analyst.
241 00:24:12.320 ⇒ 00:24:16.740 Uttam Kumaran: We’re looking for, most likely another AI engineer.
242 00:24:16.940 ⇒ 00:24:22.169 Uttam Kumaran: I honestly don’t want to say, like, AI engineer, I almost want to say AI, like, full stack.
243 00:24:22.940 ⇒ 00:24:27.159 Uttam Kumaran: And then we’re looking for another, like, DEA.
244 00:24:27.490 ⇒ 00:24:31.160 Uttam Kumaran: Cool.
245 00:24:32.150 ⇒ 00:24:39.749 Uttam Kumaran: Okay, so I feel, overall, fine about this. I think maybe,
246 00:24:40.720 ⇒ 00:24:46.589 Uttam Kumaran: for this next piece, maybe we can just talk a little bit about Lilo Social.
247 00:24:46.710 ⇒ 00:24:49.139 Uttam Kumaran: And just talk about, like,
248 00:24:49.670 ⇒ 00:24:55.410 Uttam Kumaran: kind of plan for later today. Yeah, so we have the meeting later,
249 00:24:55.920 ⇒ 00:25:00.280 Uttam Kumaran: I’m happy to include others, too, like…
250 00:25:00.960 ⇒ 00:25:04.830 Uttam Kumaran: Sam, can you make that? It’s right after our, like, CES call.
251 00:25:05.430 ⇒ 00:25:08.669 Samuel Roberts: Yeah, I think… yeah, I saw them both there, should be fine.
252 00:25:08.950 ⇒ 00:25:09.570 Uttam Kumaran: Okay.
253 00:25:09.960 ⇒ 00:25:15.460 Uttam Kumaran: Yeah, what do you think? Like, I can include…
254 00:25:15.600 ⇒ 00:25:23.799 Uttam Kumaran: Mustafa or Casey there, if you think that would be helpful, too. Don’t know yet who’s gonna come alongside you, but… Yeah. What do you think?
255 00:25:24.110 ⇒ 00:25:26.520 Samuel Roberts: I suppose… I mean.
256 00:25:26.520 ⇒ 00:25:35.200 Uttam Kumaran: I mean, basically what… basically what we’re going… what we’re going to do… hey, relax, relax. What we’re going to do is,
257 00:25:35.470 ⇒ 00:25:42.530 Uttam Kumaran: just ask them to go… go through the codebase. Yeah. Like, what were the other… what were… what was kind of our other plans?
258 00:25:42.530 ⇒ 00:25:48.889 Samuel Roberts: I kind of wanted to see the platform itself, because I can’t really get it running as well, because it uses the…
259 00:25:49.390 ⇒ 00:25:54.440 Samuel Roberts: A backend that seems to be tied to their current… Devshop?
260 00:25:54.970 ⇒ 00:26:00.909 Samuel Roberts: So I… it looks like they had their own… I forget what the name is.
261 00:26:01.670 ⇒ 00:26:11.290 Samuel Roberts: I don’t know, I have it open still. But yeah, there was, like, there was… it was, like, a microservices setup, and so one of the main pieces was, like, this authentication through their…
262 00:26:12.530 ⇒ 00:26:15.270 Samuel Roberts: custom… platform.
263 00:26:17.130 ⇒ 00:26:30.200 Samuel Roberts: So, like, me, I can kind of get things up and running, and install the dependencies and stuff, but I don’t have that element, so I’m curious to see what actually is going on here, so I can kind of tie things together. So probably not just the code, but the actual, like, walkthrough of the.
264 00:26:30.200 ⇒ 00:26:30.850 Uttam Kumaran: Okay.
265 00:26:30.850 ⇒ 00:26:32.400 Samuel Roberts: I’m using it. Yeah.
266 00:26:32.400 ⇒ 00:26:32.850 Uttam Kumaran: Okay, cool.
267 00:26:32.850 ⇒ 00:26:37.750 Samuel Roberts: me understand how things stitch together a little bit more, and see, one, where we can go with it, because I’m not…
268 00:26:38.270 ⇒ 00:26:42.850 Samuel Roberts: I’m also curious, like, How to decouple them from their current team.
269 00:26:42.850 ⇒ 00:26:43.460 Uttam Kumaran: Yeah, yeah, yeah.
270 00:26:43.460 ⇒ 00:26:52.980 Samuel Roberts: the issue, because it seems like it’s pretty tied to, like, their current thing, but I’m not sure. It was mentioning, like, when I was talking to Cursor, it had, like, blockchain stuff in it, too, so I think this…
271 00:26:53.230 ⇒ 00:26:57.100 Samuel Roberts: StepShop just kind of has this basic piece that they use for other clients.
272 00:26:57.210 ⇒ 00:26:57.830 Uttam Kumaran: Yeah.
273 00:26:57.830 ⇒ 00:27:05.689 Samuel Roberts: So I’m hoping we can kind of maybe pull that out, and use the other microservices pieces, and then figure that out, what they’re actually using that other piece for.
274 00:27:05.800 ⇒ 00:27:07.639 Uttam Kumaran: Okay, cool. Yeah, seeing that…
275 00:27:07.640 ⇒ 00:27:09.840 Samuel Roberts: In use would be very helpful, so…
276 00:27:09.980 ⇒ 00:27:15.499 Uttam Kumaran: Then, yeah, I’ll just have it be me and you for now, and then that way… I mean, that call will be recorded so other folks can…
277 00:27:15.500 ⇒ 00:27:18.840 Samuel Roberts: Exactly, yeah, yeah, I don’t think there’ll be much more besides, yeah, the recording will be helpful.
278 00:27:19.430 ⇒ 00:27:24.830 Uttam Kumaran: So, before that meeting, like, I’m going to basically… I’m gonna build out,
279 00:27:28.070 ⇒ 00:27:39.809 Uttam Kumaran: I’m gonna build out, like, a little bit of a proposal, and just kind of, like, keep it open on, like, what the gaps are. So, my ask for you after that meeting is gonna be to help me think about
280 00:27:40.170 ⇒ 00:27:51.290 Uttam Kumaran: like, level of effort, and, like, timeline. Totally. I will, of course, have all the different phases, and then we can work through that. They are…
281 00:27:51.670 ⇒ 00:27:53.609 Uttam Kumaran: Really interested in working with us.
282 00:27:53.810 ⇒ 00:27:54.140 Samuel Roberts: Okay.
283 00:27:54.140 ⇒ 00:28:00.470 Uttam Kumaran: And Element is both. Everybody… they’re all opinion me over the weekend to try to get proposals from us, which is, like, a good and bad problem.
284 00:28:00.470 ⇒ 00:28:01.260 Samuel Roberts: Yeah, yeah.
285 00:28:02.440 ⇒ 00:28:09.080 Uttam Kumaran: So, I do want to try to end the day today with a proposal that they can poke at. Okay.
286 00:28:09.570 ⇒ 00:28:12.890 Uttam Kumaran: I don’t mind pricing it higher, because…
287 00:28:13.200 ⇒ 00:28:18.029 Uttam Kumaran: Like, it’s a rush… it’s kind of a… it seems like a rushed job, and they want to ditch their other folks.
288 00:28:18.030 ⇒ 00:28:19.250 Samuel Roberts: And of course.
289 00:28:19.600 ⇒ 00:28:21.920 Uttam Kumaran: We can always price higher and come down, so…
290 00:28:21.920 ⇒ 00:28:22.650 Samuel Roberts: Yeah.
291 00:28:22.650 ⇒ 00:28:26.139 Uttam Kumaran: So that’ll be my expectation. Maybe what I’ll do is,
292 00:28:26.310 ⇒ 00:28:32.520 Uttam Kumaran: The other kind of change I made today is, like, I have this EOD delivery stand-up every day.
293 00:28:32.520 ⇒ 00:28:33.310 Samuel Roberts: Yeah.
294 00:28:33.310 ⇒ 00:28:36.969 Uttam Kumaran: One of the… one of the things that I,
295 00:28:37.510 ⇒ 00:28:54.250 Uttam Kumaran: one of the changes I want to make, like, we may… we may have an additional 3 clients showing, and in lieu of having, like, other project managers, we’re just gonna have to get tighter on delivery every day, and so I’m gonna just be spending more of my time
296 00:28:54.450 ⇒ 00:28:56.780 Uttam Kumaran: on delivery,
297 00:28:57.010 ⇒ 00:29:04.859 Uttam Kumaran: So, one thing that I wanted to do is, like, there’s some stuff that kind of gets shipped around 3 or 4, but then we don’t end up, like, talking about it, and we can’t get it out.
298 00:29:04.860 ⇒ 00:29:07.390 Samuel Roberts: Yeah. So I’m just gonna put an EOD hold.
299 00:29:07.390 ⇒ 00:29:16.380 Uttam Kumaran: Ideally, what we can do is, if there are any outstanding items, like, for example, we talk about Lilo, and we want to wrap that up, or if there’s other things that need to be reviewed, we have that time.
300 00:29:16.550 ⇒ 00:29:17.930 Samuel Roberts: Totally. And so…
301 00:29:18.230 ⇒ 00:29:19.779 Uttam Kumaran: I’m just gonna leave that.
302 00:29:20.170 ⇒ 00:29:25.100 Uttam Kumaran: for there. Okay. So, probably, at the end of the day, we can…
303 00:29:25.290 ⇒ 00:29:30.599 Uttam Kumaran: start on a little bit of a plan for CTA, start on a little bit of a plan for Lilo, and then go from there.
304 00:29:31.190 ⇒ 00:29:31.990 Samuel Roberts: Sounds good.
305 00:29:32.760 ⇒ 00:29:36.300 Uttam Kumaran: Okay, cool, so I feel good about that, so…
306 00:29:37.200 ⇒ 00:29:45.009 Uttam Kumaran: So, kind of, like, goal today is, like, product overview and questions, and then end.
307 00:29:45.330 ⇒ 00:29:51.550 Uttam Kumaran: EOD, proposal, draft, and… Okay, great.
308 00:29:51.690 ⇒ 00:29:56.360 Uttam Kumaran: Cool.
309 00:30:00.430 ⇒ 00:30:05.169 Samuel Roberts: And then is… so that’s… that’s definitely EOD, is… is, CTA.
310 00:30:05.170 ⇒ 00:30:06.920 Uttam Kumaran: No, no, no, CTA, we have time, yeah.
311 00:30:06.920 ⇒ 00:30:10.530 Samuel Roberts: That’s what I was making sure, okay. So it was back-to-back, I just want to make sure that I…
312 00:30:10.840 ⇒ 00:30:12.810 Uttam Kumaran: Yeah, so for…
313 00:30:13.150 ⇒ 00:30:18.629 Uttam Kumaran: for CTA, and the only reason I… the Lilo thing was not supposed to be today, they just, like.
314 00:30:18.840 ⇒ 00:30:30.479 Uttam Kumaran: Yeah, so for CTA, the biggest thing for us to do is, one, like, for Sam and Kat to meet. Okay. Second is,
315 00:30:31.240 ⇒ 00:30:40.270 Uttam Kumaran: We’re gonna be doing a little bit of a deeper dive on… Like… Sort of engineering goals.
316 00:30:40.430 ⇒ 00:30:46.319 Uttam Kumaran: And then… I think we’re gonna also establish… Like, a weekly cadence.
317 00:30:46.690 ⇒ 00:30:47.580 Samuel Roberts: Yep. Okay.
318 00:30:48.800 ⇒ 00:30:54.080 Uttam Kumaran: And then I also invited, Kat to Slack. So, ideally.
319 00:30:54.510 ⇒ 00:30:57.429 Uttam Kumaran: they’re on… they’re on East Coast, so as soon as they’re…
320 00:30:57.640 ⇒ 00:30:59.970 Uttam Kumaran: Susie’s up, she’ll probably join, and yeah.
321 00:31:00.640 ⇒ 00:31:15.399 Uttam Kumaran: And then, yeah, I think basically for CTA and for Lilo, like, the way it would… it could work is, like, I’ll still kind of be managing from more of a strategist level, but Sam, I think you’ll sort of drive from the architect level, and then we can… we can add
322 00:31:15.620 ⇒ 00:31:31.060 Uttam Kumaran: like, for me, the ways we’re structuring projects now is I’ll… I usually am doing the first week with the client, figuring out what the deal is, then looping in, you know, someone like you, like, more senior at the architect level, and then we can loop in people under, as we go, so…
323 00:31:31.060 ⇒ 00:31:31.710 Samuel Roberts: Sounds good.
324 00:31:33.150 ⇒ 00:31:38.139 Uttam Kumaran: Okay, cool. Great, let me…
325 00:32:02.220 ⇒ 00:32:04.810 Uttam Kumaran: Okay,
326 00:32:14.660 ⇒ 00:32:18.770 Uttam Kumaran: Let me just send this to… the robber.
327 00:33:07.580 ⇒ 00:33:14.120 Uttam Kumaran: Okay, so… Feel good about these,
328 00:33:15.760 ⇒ 00:33:21.810 Uttam Kumaran: Yeah, so we didn’t plan a, a PRD for this week.
329 00:33:22.190 ⇒ 00:33:28.239 Uttam Kumaran: I guess, maybe, Gabe, you can talk to me a little bit about,
330 00:33:28.640 ⇒ 00:33:38.790 Uttam Kumaran: where we ended the week last week, and kind of, like… I have a feeling that we may get a little bit jammed for time, so I don’t want to take on anything that’s, like, gonna conflict
331 00:33:39.000 ⇒ 00:33:41.059 Uttam Kumaran: With some of this client work.
332 00:33:41.290 ⇒ 00:33:43.640 Uttam Kumaran: So maybe, like, a smaller feature, but…
333 00:33:43.840 ⇒ 00:33:47.450 Uttam Kumaran: I don’t know, this may be just more of, like, a patch or a tech debt week.
334 00:33:47.620 ⇒ 00:33:52.370 Uttam Kumaran: Because some of these clients just, like, have to get off the ground.
335 00:33:52.590 ⇒ 00:34:00.030 Uttam Kumaran: But… yeah, maybe… Let’s discuss here, like, what we should think about prioritizing.
336 00:34:01.190 ⇒ 00:34:07.829 Gabriel Lam: Yeah, I think last week we were able to get out the case study assistant to pretty much a level that is
337 00:34:09.150 ⇒ 00:34:14.790 Gabriel Lam: testable and usable for the majority of cases. I think any…
338 00:34:15.630 ⇒ 00:34:26.950 Gabriel Lam: minor features to be done are quality of life, really. Okay. But for the most part, talking with Hannah, she’s like, yeah, this… this works for what we needed to do.
339 00:34:27.100 ⇒ 00:34:30.330 Gabriel Lam: The blocker now is figuring out with you, Utam.
340 00:34:30.449 ⇒ 00:34:31.560 Gabriel Lam: Like, what?
341 00:34:31.760 ⇒ 00:34:41.060 Gabriel Lam: case studies to start. That’s sort of where… and you had mentioned last week that, like, you guys can have maybe a weekly call or bi-weekly call to be like, hey, these are the things we need out.
342 00:34:41.179 ⇒ 00:34:43.179 Gabriel Lam: ASAP.
343 00:34:44.110 ⇒ 00:34:53.650 Gabriel Lam: I think that… that’s where we are with what… with the case study assistant, with the stand-up assistant that we did two weeks ago. I am…
344 00:34:54.350 ⇒ 00:34:58.429 Gabriel Lam: using it, like, every day, and I don’t know if…
345 00:34:58.530 ⇒ 00:35:02.860 Gabriel Lam: I think I can follow up on the other PMs if they’re using it too, and see.
346 00:35:02.860 ⇒ 00:35:04.390 Uttam Kumaran: Yeah, Rico, are you using it?
347 00:35:06.220 ⇒ 00:35:10.449 Rico Rejoso: Yep, that’s where I put my notes, for every stand-ups.
348 00:35:10.970 ⇒ 00:35:11.530 Uttam Kumaran: Okay.
349 00:35:13.140 ⇒ 00:35:13.840 Gabriel Lam: Hmm.
350 00:35:14.310 ⇒ 00:35:18.210 Gabriel Lam: Yeah, I think in terms of next steps, I obviously see…
351 00:35:18.800 ⇒ 00:35:23.819 Samuel Roberts: all that’s coming up, and… Yeah. I think my personal sentiment is, like, okay.
352 00:35:23.820 ⇒ 00:35:26.900 Gabriel Lam: Are there things that are maybe more low-hanging fruit this week?
353 00:35:27.030 ⇒ 00:35:33.259 Gabriel Lam: or maybe features that are in line with some of the things people have to do.
354 00:35:33.850 ⇒ 00:35:35.270 Gabriel Lam: But I think…
355 00:35:35.270 ⇒ 00:35:35.590 Uttam Kumaran: Yeah.
356 00:35:35.590 ⇒ 00:35:38.379 Gabriel Lam: A few of the time, it might be a smaller or slower scope.
357 00:35:38.530 ⇒ 00:35:39.370 Gabriel Lam: This week.
358 00:35:40.340 ⇒ 00:35:48.529 Uttam Kumaran: Yeah, one thing that I… like, there’s… I think one thing that is still difficult is going from meeting to linear tickets.
359 00:35:48.790 ⇒ 00:35:57.429 Uttam Kumaran: I still don’t think that the linear tickets agent Is, like, as good
360 00:35:57.550 ⇒ 00:36:01.200 Uttam Kumaran: as me using my custom prompt in GPT.
361 00:36:01.450 ⇒ 00:36:11.019 Uttam Kumaran: But what my custom prompt lacks is, like, any context on the client, so it’s purely going off a transcript, so I think that is a small enough.
362 00:36:11.200 ⇒ 00:36:13.270 Gabriel Lam: Area to refine.
363 00:36:13.270 ⇒ 00:36:21.309 Uttam Kumaran: And you do have multiple people that are… Rico, I’m doing that, Hannah’s doing… Hannah’s using that, Rico’s using it.
364 00:36:21.920 ⇒ 00:36:31.929 Uttam Kumaran: basically, once we have, for example, once we have a meeting, I still think that it’s difficult for us to get out a summary of, like, action items and next steps.
365 00:36:32.600 ⇒ 00:36:42.909 Uttam Kumaran: and difficult to us to get, like, what tickets need to get created or modified. And I do think that that is a more… that’s a focused enough scope for us to…
366 00:36:43.170 ⇒ 00:36:44.519 Uttam Kumaran: to action on.
367 00:36:46.500 ⇒ 00:36:55.570 Uttam Kumaran: And maybe we work on that. And maybe, Gabe, this is a week where maybe I have you actually take on the PRD sort of creation process.
368 00:36:55.570 ⇒ 00:36:59.739 Gabriel Lam: And what I can supply with you is great examples of.
369 00:37:00.040 ⇒ 00:37:01.340 Uttam Kumaran: of,
370 00:37:02.030 ⇒ 00:37:06.699 Uttam Kumaran: I mean, one, you have access to all the linear tickets, but I’ll supply you with great examples of client updates.
371 00:37:07.060 ⇒ 00:37:14.200 Uttam Kumaran: And then maybe you can do a little bit of a survey of, like, what exists in the platform now, and then do the… take… handle the PRD.
372 00:37:14.470 ⇒ 00:37:29.170 Uttam Kumaran: we already have a lot built, so I think it’s gonna be primarily a lot of, like, little bit of, like, front-end changes. Like, for example, I don’t want the tick… like, there’s things like, we shouldn’t hide the ticket… linear ticket creation underneath another tab, like, maybe we should just, like, expand that out.
373 00:37:29.360 ⇒ 00:37:39.849 Uttam Kumaran: Second, I think the linear ticket agent, I made some more visual updates, but there’s a lot… there’s, I think, some… several things to be done to make sure that the UI is easy to create.
374 00:37:40.270 ⇒ 00:37:44.450 Uttam Kumaran: Anywhere from 10 to 30 tickets at a time from one meeting.
375 00:37:45.100 ⇒ 00:37:52.540 Uttam Kumaran: Right? Not only create tickets, but adjust statuses of other things. Like, there’s just a whole world around linear.
376 00:37:53.260 ⇒ 00:37:58.699 Uttam Kumaran: Where this is gonna evolve, guys, is at… at…
377 00:37:58.960 ⇒ 00:38:03.250 Uttam Kumaran: Ideally, the stand-up agent should actually suggest, hey.
378 00:38:03.410 ⇒ 00:38:06.230 Uttam Kumaran: This is a ticket to update to the status.
379 00:38:06.420 ⇒ 00:38:12.260 Uttam Kumaran: Right? And then it should say, like, do you want me to go do that? So we’re just gonna have some deeper ties into linear.
380 00:38:12.470 ⇒ 00:38:15.439 Uttam Kumaran: But I think there’s a… I think there’s…
381 00:38:16.080 ⇒ 00:38:18.510 Uttam Kumaran: I think I want to get ahead on…
382 00:38:18.970 ⇒ 00:38:29.519 Uttam Kumaran: how fast can we go from meeting to the summary and, like, next steps? And how fast can we go from a meeting to, like, adjustments or creations of stuff in linear? So…
383 00:38:29.740 ⇒ 00:38:31.980 Gabriel Lam: That would be great. Hmm.
384 00:38:31.980 ⇒ 00:38:44.289 Uttam Kumaran: And yeah, if you think you can own the kind of PRD creation for that, I think that’ll bias. Like, today, I need a little bit of time to just make sure everybody’s set up on these clients, and then after tomorrow, I should have some time to… to sort of push on this.
385 00:38:44.640 ⇒ 00:38:45.470 Gabriel Lam: That sounds good.
386 00:38:46.560 ⇒ 00:39:01.560 Samuel Roberts: The, other thing I had top of mind was if we’re gonna be onboarding more clients, that, like, getting some of that stuff out of NADN and, like, hardening it into Monstra, especially for the… not just the client hub logic, but the creation of those client hubs.
387 00:39:01.860 ⇒ 00:39:12.310 Samuel Roberts: I think could be something worth spending a little bit of time on. It might not get there fully, but if it’s something where… you know, I think that’s a big thing, potentially, because there’s a lot of…
388 00:39:12.670 ⇒ 00:39:17.719 Samuel Roberts: Custom things that have to get added and created for each new client, but if we can…
389 00:39:17.970 ⇒ 00:39:24.459 Samuel Roberts: move pieces of that in, I think that might be worth, like, a few low-hanging things. Because if there’s more clients, I just… I don’t want to…
390 00:39:25.140 ⇒ 00:39:27.210 Samuel Roberts: Waste more time creating them every time.
391 00:39:27.210 ⇒ 00:39:28.880 Uttam Kumaran: Yeah, okay.
392 00:39:28.880 ⇒ 00:39:36.180 Samuel Roberts: Like, I’m less worried about the client hub logic right now, because that’s… that works, and it’s an NNN, and it’s…
393 00:39:36.650 ⇒ 00:39:45.270 Samuel Roberts: I just, I want to get the creation, like, those scripts, the Dagster stuff, like, pulling from the right thing, so it doesn’t have to be updated every time, stuff like that.
394 00:39:45.270 ⇒ 00:39:45.870 Uttam Kumaran: Okay.
395 00:39:46.010 ⇒ 00:39:47.930 Samuel Roberts: It might… that might be a bigger…
396 00:39:48.050 ⇒ 00:39:56.040 Samuel Roberts: swing that I’m… maybe is worth it this week, but I’m just noticing all the clients and thinking, could be worth prioritizing a little bit of, like, bits and pieces of that.
397 00:39:56.510 ⇒ 00:40:01.340 Samuel Roberts: Maybe not, like, a full PRD, but, like, a… a couple big…
398 00:40:01.810 ⇒ 00:40:04.609 Uttam Kumaran: Pieces in… self-standing pieces.
399 00:40:06.210 ⇒ 00:40:06.870 Uttam Kumaran: Okay.
400 00:40:10.470 ⇒ 00:40:11.410 Samuel Roberts: Oh, excuse me.
401 00:40:12.530 ⇒ 00:40:18.820 Uttam Kumaran: So yeah, I mean, I think I’m… I’m game for that. I think, I’ll let you scope that with… with Gabe.
402 00:40:18.820 ⇒ 00:40:19.140 Samuel Roberts: Totally.
403 00:40:19.140 ⇒ 00:40:25.260 Uttam Kumaran: And then, yeah, I feel like we can take a couple of those,
404 00:40:25.900 ⇒ 00:40:30.869 Uttam Kumaran: Yeah, I feel good about that. So, if we’re okay with that, then I’m just gonna take…
405 00:40:31.170 ⇒ 00:40:35.480 Uttam Kumaran: The next, like, 10-15 minutes to just kind of prep for the next meeting.
406 00:40:35.590 ⇒ 00:40:39.420 Uttam Kumaran: I feel like everybody here kind of has assignments. I think…
407 00:40:39.870 ⇒ 00:40:53.389 Uttam Kumaran: Casey, maybe I could just talk briefly for Casey on how to sort of just maybe get ahead a little bit before the next meeting. For Eden, I don’t know if you’re in the Eden channel.
408 00:40:58.800 ⇒ 00:41:00.659 Casie Aviles: I don’t think I can…
409 00:41:00.660 ⇒ 00:41:02.950 Uttam Kumaran: I just added you,
410 00:41:06.260 ⇒ 00:41:13.990 Uttam Kumaran: So, I think, I think it would be helpful for you to just get a refresh on…
411 00:41:17.380 ⇒ 00:41:23.000 Uttam Kumaran: Just come to mind, come to the, meeting with, like this.
412 00:41:26.770 ⇒ 00:41:45.799 Uttam Kumaran: kind of just a… just a brief understanding of this. If anything, I would suggest taking this deck and throwing it to ChatGPT and just, like, having it explain, like, what it is we’re doing for them. I think that could be really helpful as just a way for you to get a little bit understanding of, like, the type of data that we’re talking about.
413 00:41:46.250 ⇒ 00:41:52.369 Uttam Kumaran: And then, Mustafa, for, for README, I’ll include you here.
414 00:42:01.650 ⇒ 00:42:05.149 Uttam Kumaran: And then for Honey Stinger, it’s gonna be Amber.
415 00:42:07.930 ⇒ 00:42:08.750 Uttam Kumaran: Okay.
416 00:42:09.740 ⇒ 00:42:14.209 Uttam Kumaran: So, yeah, Mustafa, you can, you can read through,
417 00:42:17.810 ⇒ 00:42:19.600 Uttam Kumaran: This outline?
418 00:42:22.610 ⇒ 00:42:25.510 Uttam Kumaran: This is the analysis that we’re doing for them right now.
419 00:42:28.150 ⇒ 00:42:30.030 Mustafa Raja: Yeah, and yeah, I’ll do that.
420 00:42:30.330 ⇒ 00:42:35.940 Uttam Kumaran: So take a look at this, and then Robert will kind of brief you on anything he needs today to produce this.
421 00:42:36.480 ⇒ 00:42:38.440 Uttam Kumaran: Yeah.
422 00:42:40.050 ⇒ 00:42:41.770 Uttam Kumaran: Cool. Okay, guys.
423 00:42:42.010 ⇒ 00:42:49.470 Uttam Kumaran: Thank you, big week, but yeah, just, just, like, stay tight on stuff, and ask questions, like, in any channel if you need help.
424 00:42:49.670 ⇒ 00:42:55.559 Uttam Kumaran: I extended meetings a little bit, but going forward, we’re gonna, like…
425 00:42:55.920 ⇒ 00:43:02.160 Uttam Kumaran: Basically, we’re, like, rushing to figure out, sort of, like, okay, what needs to happen for us to support
426 00:43:02.470 ⇒ 00:43:11.390 Uttam Kumaran: You know, 13, 14, 15 clients versus, like, when we were just, like, 6, 7, 8, so… it won’t be, like, this heavy morning meetings.
427 00:43:11.600 ⇒ 00:43:16.329 Uttam Kumaran: like, long-term, but it’s just what I need in order to make sure we’re all on the same page.
428 00:43:16.440 ⇒ 00:43:22.970 Uttam Kumaran: So I… and I appreciate you guys working with me on that, so… But it’s good problems.
429 00:43:23.410 ⇒ 00:43:23.980 Samuel Roberts: Exactly.
430 00:43:23.980 ⇒ 00:43:31.640 Uttam Kumaran: I’m very anxious, though, I’ll just tell everybody, like, so it’s gonna come out, in me asking a lot of questions, but, like.
431 00:43:32.310 ⇒ 00:43:35.299 Uttam Kumaran: There’s just a… there’s just a lot going on now, and…
432 00:43:36.110 ⇒ 00:43:42.760 Uttam Kumaran: I haven’t been this anxious about stuff in a while, so… I’m not, like, anxious that… I was not anxious that we’re gonna, like.
433 00:43:43.080 ⇒ 00:43:46.789 Uttam Kumaran: The company’s gonna go under, though, so it’s not that, it’s more of, like.
434 00:43:46.990 ⇒ 00:43:53.709 Uttam Kumaran: I’m actually… I actually don’t… I don’t know, I don’t, like, fear that as much as I fear not doing well for clients, you know?
435 00:43:53.710 ⇒ 00:43:54.420 Samuel Roberts: Hmm. Yeah.
436 00:43:55.230 ⇒ 00:44:04.280 Samuel Roberts: It’s like that wave of, like, oh, things are good, there’s a good… now there’s anxiety about, like, nailing it, and then, like, oh, when things are bad, there’s anxiety about failing, and it’s just, like, you’re never…
437 00:44:04.280 ⇒ 00:44:14.820 Uttam Kumaran: Yeah, and I also… I also knew that, like, look, even if we… I don’t know, even if we failed, like, it wouldn’t be for lack of trying, so it would just be, like, bad luck, or, like, timing, and so…
438 00:44:15.010 ⇒ 00:44:23.169 Uttam Kumaran: now my… I just don’t… I just… I couldn’t… I can’t sleep if we promise something to a client and we don’t deliver. And so…
439 00:44:23.300 ⇒ 00:44:34.550 Uttam Kumaran: my biggest thing is, like, how do… how do I… how do we get everybody to also do a little bit of light project management and think about clients? I think we’ve done a poor job at onboarding everybody onto clients, usually we rush it.
440 00:44:34.550 ⇒ 00:44:44.269 Uttam Kumaran: So I’m trying to get ahead of that this week and, like, keep everybody on the same page. Even if it takes a cost a little bit more time to get everybody on the same page, I’d rather that than…
441 00:44:45.960 ⇒ 00:44:50.120 Uttam Kumaran: on Thursday, waking up and be like, oh shit, I didn’t get this done, call Sam, you know, so…
442 00:44:50.120 ⇒ 00:44:51.140 Samuel Roberts: Right, right.
443 00:44:51.140 ⇒ 00:44:54.649 Uttam Kumaran: Which is, like, what we’ve done, so… Okay, I appreciate it.
444 00:44:54.650 ⇒ 00:44:55.469 Samuel Roberts: Yeah, of course.
445 00:44:55.870 ⇒ 00:45:02.230 Uttam Kumaran: Okay, yeah, if you guys don’t mind joining the next meeting, Gabe, you don’t have to join, no worries.
446 00:45:02.350 ⇒ 00:45:04.790 Uttam Kumaran: And then… Okay, feel free.
447 00:45:04.790 ⇒ 00:45:05.910 Gabriel Lam: I’m just curious.
448 00:45:05.910 ⇒ 00:45:06.850 Uttam Kumaran: Yeah, yeah, okay, feel free.
449 00:45:06.850 ⇒ 00:45:07.839 Gabriel Lam: bug in the background, yeah.
450 00:45:07.840 ⇒ 00:45:12.250 Uttam Kumaran: Okay, yeah, and then we’re gonna think about some type of, breakout room.
451 00:45:12.870 ⇒ 00:45:19.779 Uttam Kumaran: way of doing things, like, I may… like, I think Robert’s gonna take a couple clients, I’ll take a couple clients, and then… yeah.
452 00:45:21.130 ⇒ 00:45:23.600 Uttam Kumaran: Cool. Okay. Thanks, S. I’ll talk to you in a bit.
453 00:45:23.600 ⇒ 00:45:24.900 Samuel Roberts: Alrighty, yep, see you then.
454 00:45:24.900 ⇒ 00:45:25.540 Gabriel Lam: Thank you.