Jean-Denis "JD" Grèze is the Co-Founder and CEO of Town, the AI work assistant reportedly in talks to raise funding at a $1BN valuation. Before founding Town, JD spent seven years as CTO of Plaid. Before Plaid, he was Director of Engineering at Dropbox. He is also a prolific angel investor backing companies including Modal, BaseTen, Merge and NexHealth.
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Timestamps:
00:00 - Intro
02:08 - Why Town Pivoted From AI Tax to AI Assistants
04:09 - Can Town Survive Google, Apple and OpenAI?
06:14 - Why AI Assistants Could Have Network Effects
08:48 - Will Everyone Have One AI Agent or Many?
11:01 - Will We Trust AI Agents With Our Private Data?
17:16 - Are Goal-Seeking AI Agents a Feature or a Bug?
19:30 - How Town Chooses Between OpenAI, Anthropic and Open Models
22:33 - Can AI Assistant Economics Ever Reach SaaS Margins?
25:05 - Open Models vs Frontier Models: Who Gets the Workloads?
29:56 - How Should VCs Invest in the AI Assistant Race?
33:4...