Loïc Houssier
As a human species, we started to write because we didn't have enough storage for the stories we were telling each other, so we had to write to store those stories. Now all the content can be stored on YouTube, TikTok, or whatever. What's even the need to write? What's the need? Because everything can be vocal.
Being a bit more grounded, what does it mean for the future of the user experience for email and communication? Will people still type, or will they just talk to emails and want to hear an email? This is where it becomes interesting because Rahul, as a CEO, maybe next year he doesn't want to write to you with the new feature. Maybe he wants to talk to you. Then the way you will receive our marketing campaign about the new features is that you'll be in your car commuting, listening to Rahul talking about that.
Speaker 1
Hey, everyone. Welcome to the Latent Space Podcast. This is Alessio, founder of Kernel Labs, and I'm joined by Swyx, editor of Latent Space.
Speaker 2
I just realized I have the tough job of always pronouncing names.
Speaker 1
I know, man. You’ve got to prep. You go on YouTube, namepronunciation.com.
Speaker 2
Loïc Houssier, welcome.
Loïc Houssier
Wow. I'm impressed.
Speaker 2
Did I get it right?
Loïc Houssier
I know. You got it right.
Speaker 2
Yeah. Okay, all right, cool.
Loïc Houssier
You got it right. I'm surprised. Usually I make the joke, like, “Yeah, you know what? You can say it the way you want and everything,” but you nailed it, so I'm impressed. Thanks for having me, guys.
Speaker 1
Yeah, of course.
Speaker 2
Thanks for coming by. So you're CTO of Superhuman Mail, which is the new name for Superhuman. I've been using Superhuman for a long time. I think I had one of Rahul's personal onboarding sessions back in the day. We're here to talk about all things AI engineering, but you also have a lot of history in Productboard, Firstbase, DocuSign, and nuclear submarines.
Loïc Houssier
Yes, yes. That's kind of the fun icebreaker that I give to people sometimes. They're like, “Two truths and a lie.”
Speaker 2
Yeah.
Loïc Houssier
“I went into a submarine,” and people are like, “Nah, no way.” But I did. I did. I spent one year working around submarines.
Speaker 2
The trajectory is a bit weird. You were an engineer, and then you were sort of chief of staff on some submarine thing. And then you went back to engineering.
1. From Math to Submarines
Loïc Houssier
I started studying math. I'm a math graduate. I was about to do a PhD in math and applied math in cryptography—crypto before crypto, to some extent. It was cool for a moment, and then I was like, “No way I spend 3 years of my life on the same topic.”
But in the same lab, there were a bunch of people doing security, offensive-security-type stuff, and I was like, “That's what I want to do.” So I was basically an engineer and a security researcher in that lab. I did that in a pretty big corporation. I was in telco and then in the defense industry.
In the defense industry, they have this nice career framework. You're young, high-potential-ish, in quotes, so they want you to do different types of jobs and have a spiral career so that at some point you eventually reach the C-level. They gave me the opportunity to be out of the tech industry for a year, and I went to a harbor. I was there as a financial controller and a process-improvement type of person, basically helping people do a better job.
That was interesting because I had no clue about torpedo systems, radar systems, or even the nuclear engine inside a submarine. Still, I had to help people take a step back from what they were doing. That was really fun because I came from Paris with my tie, my suit, and my ego. I was used to driving people through my technical legitimacy in the security space, and all of a sudden I didn't have any technical legitimacy at all, but I still had my ego.
So I put my ego in my pocket and basically drove by questioning people: “How does that work? Help me. I don't get it.” Just by questioning, I built a new skill: getting curious, understanding how people work, and being comfortable facing people who are way smarter than me and know their fields better, but probably having a way to ask questions to help them identify gaps or productivity gaps, for example. That was cool, but I missed the tech, so I moved back to the tech industry after basically 2 years.
Speaker 1
What are some of the other highlights or stories from your other experiences? DocuSign is another product that we all use.
2. The DocuSign Carveout
Loïc Houssier
No, DocuSign was cool. DocuSign was cool because it was an acquisition.
Speaker 2
I have an interest in DocuSign, yeah.
Loïc Houssier
Yeah. I was CTO of a small company in Paris, and we were a typical European company, Alessio: very focused on the tech, not very focused on the marketing. We were one of the biggest signature companies in Europe, but it was a very fragmented market. We were winning in France and starting to expand, and DocuSign came and said, “Guys, we need to do a partnership and everything.”
Pretty soon, they understood that the European market was tough, and the technology behind DocuSign wasn't sufficient because of the lack of standards, compliance, and everything. So pretty soon, they were like, “It's with us or against us.”
Speaker 1
Mm-hmm.
Loïc Houssier
But the way they were explaining the value, I was like, “Holy cow. We're not talking the same language. We're doing the same job. We're selling the same type of software. But we're talking to CIOs from a technical standpoint, while they're talking to the head of HR and heads of functions and selling them the value.”
It was pretty easy for us to understand: “Whoa, whoa, whoa. That's not the way to sell a product. Better to partner with them.” So they did an acquisition, but it wasn't a full acquisition. It was a security-oriented company with 2 business lines: 1 doing signatures, which was the one DocuSign was interested in, and the other doing strong authentication—PKI stuff, SSL certificates, those types of things.
We were working for the Department of Defense in France, so we had the Ministry of Finance in France basically saying, “No way, no-go. You cannot sell.” We had to do a carve-out, which is one of the funniest acquisition types you can do. You have your team, and you need to divide everything into 2: your team, your systems, your source code, and all of that. Even your data center—you have to replicate it and get rid of all the shared systems and everything.
We did that for something like 6 months to be able to sell the carved-out company to DocuSign. Crazy. Don't do that.
Speaker 1
Are you still involved at all with the French startup ecosystem? I'm curious how you've seen things evolve since then.
3. France Targets the World
Loïc Houssier
Yeah, it's pretty interesting. I've seen a change. Now that I'm getting some gray hair and have some experience, I try to give back to some extent, so I spend more time helping the ecosystem there.
But it's funny to see the difference. We live in a small bubble, and it's crazy to see how even other tech scenes are different. The grit—just the grit to get shit done and move forward and everything. They have great education, great engineers, and all of that, but not the mindset of creating things.
Speaker 1
Mm-hmm.
Loïc Houssier
There aren't that many entrepreneurs. It's changing. We've had some successes in Europe, especially in AI. There is some cool stuff happening. But still, the way to think about product-led growth—Superhuman nailed it—the way to structure your organization to scale fast, and the level of ambition as well.
Maybe don't target France or Italy to start with. Target English and the world from the get-go. That would be something to think about. I'm doing that quite a bit, and it's highly rewarding. It's pretty cool.
Speaker 2
There's a common question that people have about DocuSign that I'm just going to indulge.
Loïc Houssier
Sure.
Speaker 2
What do all the people do at DocuSign?
Loïc Houssier
I love it.
Speaker 2
You know this is a meme, right?
Loïc Houssier
No, no, no. It's—
Why do you need so many people?
Speaker 1
Well, you have signing.
Loïc Houssier
Yeah.
Speaker 1
Why do you need 3,000 engineers?
Loïc Houssier
It sounds crazy, but you want to nail Europe. You need a different product. You need a different team to run your local data centers because of the compliance.
You cannot just run your data centers from the US, so you need a local team there. And by the way, the way to do a digital signature in Europe is totally different. The stack itself is different.
Speaker 2
Oh.
Loïc Houssier
The way to make a digital signature is different; the standards and the ways are not the same. So you need a dedicated team to maintain that thing. The same way, some people want to have DocuSign on-premises, so you need a team building an appliance to basically plug and play, like, “Okay, you have your DocuSign appliance doing—”
Speaker 2
There’s a DocuSign box?
Loïc Houssier
There’s a DocuSign box.
Speaker 2
Wow.
Loïc Houssier
It was an acquisition made in Tel Aviv at the time. Wonderful people were building a security appliance where you check the box and, poof, the keys disappear. If someone steals your box, no one can sign in your name.
Speaker 2
You’re kidding me. Oh my God.
Loïc Houssier
No, some banks—
Speaker 1
What if there’s an earthquake?
Loïc Houssier
That’s a good question. They are mounted, so there’s earthquake mitigation associated with this. Just that, but apply it to FedRAMP.
Speaker 1
Now they make more money.
Loïc Houssier
Dedicated teams—
Speaker 1
Wow.
Loïc Houssier
Dedicated data centers. And we need DocuSign to run in Canada because of data residency, or we need the same in Australia. Okay, cool. And now you have something even different. We want Japan as a market. But Japan is not signature; it’s hanko. It’s kind of like a stamp.
So you need a team to understand how the Japanese market is thinking about even processing an agreement. It’s totally different. Then you have verticalization, with different verticals and everything. I mean, it’s a good business, it’s well run, and people are not coasting there. So there’s a lot of work, and it’s very interesting to see it from the inside, because when you see those memes, you’re like—
Speaker 1
Right.
Loïc Houssier
“Yeah, I know,” but, damn, I see the people. I see what they’re doing.
Speaker 2
Yeah, you’re the VP of Engineering, so you know.
Loïc Houssier
It’s like—
Speaker 2
You actually know. Yes.
Loïc Houssier
Yeah.
Speaker 2
Yeah, I just wanted to get that. Obviously, we—
Loïc Houssier
I hope it’s providing some—
Speaker 2
This episode is not about DocuSign, but we have to ask.
Speaker 1
Oh, yeah.
Loïc Houssier
No, of course. Of course. Totally legit.
Speaker 1
Yeah, let’s talk about Superhuman. So you joined in January 2025.
Loïc Houssier
Yes.
Speaker 1
Just give people a lay of the land of Superhuman AI. I think a lot of people who are listening are familiar with the email client.
Loïc Houssier
Yeah.
Speaker 1
I think the AI stuff is generally new.
Loïc Houssier
Yes.
Speaker 1
So maybe you can give the canonical definition of what you want to do with AI in Superhuman, and then we’ll dig into it.
4. AI Accelerates Email
Loïc Houssier
The main driver is how you can put AI in the product to accelerate people’s productivity. It’s not just to do AI things with sparkles and everything. We don’t care that much about that. Our people have pretty high expectations, and they don’t want to slow down, so you cannot add latency.
Everything that we do is done in a way to improve people’s productivity, including AI. The first thing that we started to do was auto-label emails.
Speaker 1
Mm-hmm.
Loïc Houssier
Is it a pitch? Is it marketing? It’s a typical classification that you could do. People can say, “Okay, everything that is a pitch, I will look at that on a Friday.” During my typical days, I don’t look at it. That was one of the first things.
Summaries are another example. You have a long thread, and you want to know what the thread is about that someone shared with you. You have a quick summary. Nothing that was groundbreaking, but it was well thought out—just adding things that make sense at the right time.
Speaker 1
Mm-hmm.
Loïc Houssier
Another example is that we now automatically detect whether one of your emails requires an answer. If there’s no answer after 2 days, it pops up: “Hey, you need to send another email to the person because you didn’t have an answer.”
That was the first step. The second step was, “You know what? The draft is already ready. You can just hit Send.” It’s very subtle, but it’s like adding, “Oh, damn, shoot, yes, I wanted to remind people to give me an answer,” and the draft is already there. Pretty cool. Sent.
Now it’s detecting, “Oh, this is a request for your availability.” Or you have an executive admin who is doing that for you. Your draft is like, “Hey, let me CC the right person,” and boom—it’s ready, it’s sent, it’s done.
And then there’s the typical chatbot, because more and more of the use cases we see involve people using AI inside Superhuman to query their emails. A good example is that, as tech people, we receive a bunch of Substacks, a bunch of newsletters. Some are great, and sometimes the content is just mediocre.
I probably have 30 or 40 subscriptions, because everyone has something interesting to say at some point. Now I don’t read them. I auto-archive those, and every Friday I just ask Ask AI, which is the name of the feature.
Speaker 2
Mm-hmm.
Loïc Houssier
I ask my email, “Tell me about the summary of all the Substacks that I received this week. What should I pay attention to?” Then I can deep-dive into the places where I want to pay attention.
This is always thought through in a way to accelerate the pace and try not to be in your way. Hopefully. Feel free to ping me if that’s not the case.
Speaker 2
Yeah, I would say I don’t know if this is a recent change, but I feel like I’ve started using Ask AI a lot more. I’ve been a Superhuman user for many years, and you’ve had it for a while, but somehow this year it kicked up a notch. I don’t know if anything changed in the product, because I wasn’t using it before, or if it’s just me trying it again.
Loïc Houssier
That’s a good question.
Speaker 2
Yeah.
Loïc Houssier
I think people are more and more used to the muscle of querying things because of ChatGPT.
Speaker 2
Yeah, yeah. So the general consumer behavior is—
Loïc Houssier
Yes, exactly.
Speaker 2
Yeah.
Loïc Houssier
I mean, now every single product has a chatbot where you can ask questions, so it’s becoming more and more natural to ask questions compared to managing a to-do list of emails.
Speaker 2
And agentic search as well. Previously, I was like, “Oh, you have to embed my documents, and then it’s just going to retrieve.” That’s not what I want. But agentic search, where you can actually figure out what I mean by my question when it’s half-formed, expand it, and then answer it—it’s actually really good.
Loïc Houssier
Yeah, and we spend a lot of time on the quality of the answers.
Speaker 2
And this is a framework. It’s not LangChain, right? It’s your own framework.
Loïc Houssier
Yes. I mean, we’ve done a lot of iteration.
Speaker 2
Yeah.
Loïc Houssier
There are a lot of subtleties and multiple pieces there, and multiple different models—
Speaker 2
Mm-hmm.
Loïc Houssier
—based on what they’re really good at. But where we’ve spent quite some time lately is around quality and making sure that we are generally good across different dimensions, especially for typical queries, and optimizing for them.
Speaker 2
Yeah.
Loïc Houssier
One thing we try to solve for is agent laziness. Through this chatbot, one of my use cases is that I receive a Slack message saying, “Hey, Loïc, can you review this document, please?” It’s a tech strategy document that I need to review. I take the link, go to Ask AI, and paste it in, saying, “Hey, find me 15 minutes tomorrow. I need to review this document.”
Typically, I don’t need the agent to say, “I found this slot and this slot and this slot. Which one do you prefer?” I just asked for 15 minutes. “Find it, do it.”
When I had an admin, and I asked her on Slack, “Find me 15 minutes,” she didn’t ask me whether I needed it in the morning or the afternoon. She just did it. We’re working on this agent laziness, because the handoff to the user was losing time.
Working on making things happen faster—we spend a lot of time on this. That’s why you might have felt that the overall quality is better.
Speaker 2
Yeah. My old joke was that, because the way you trigger it is that you actually type it in the search bar, when I was trying to do a normal search, it would sometimes accidentally trigger Ask AI. My joke was that most of my AI usage was just accidental because I actually wanted to search. But then I started using it more, and the kinds of questions you ask change.
Loïc Houssier
Yeah.
Speaker 1
Yeah, I use it to find people’s phone numbers—
Stuff like that. Just like, “Hey, what’s…”
Speaker 2
I use it to find my contracts because I have so many contracts, right? From all my sponsors and venue things.
Speaker 1
Yeah.
Speaker 2
Yeah.
Loïc Houssier
Yeah, 1 of the use cases that blew my mind: I was at a conference, and they shared a PowerPoint link with me 6 months ago. I couldn’t find the deck because I wanted to reuse some of the content. I couldn’t find it for whatever reason, so I asked Ask AI, “I’m pretty sure they shared a PowerPoint link or something like this. Can you find it?” It surfaced the content there in the link. I probably saved 30 minutes of searching through my emails, so it was pretty cool.
Speaker 2
It’s to you, so it’s—
Loïc Houssier
Yes.
Speaker 2
Because there’s no way you can fit all your email into a context window.
Loïc Houssier
Yeah.
Speaker 2
Right?
Loïc Houssier
No.
Speaker 2
Anything else that’s more complicated—
Loïc Houssier
So, we had to do some pagination because, let’s say I’m doing that: “I’m pretty sure I attended a conference where they shared a link with me.” In my case, I don’t do plenty of conferences, but someone like Rahul, my CEO, is basically attending a conference every 3 weeks or something. I’m not kidding.
Speaker 2
That is his job.
Loïc Houssier
That is his job. No, I mean—
Speaker 2
And he’s fantastic at it.
Loïc Houssier
And damn, I’m learning so much from him. But clearly, depending on the use case, you have more than 30, even hundreds of emails that can be semantically close to your answer. So you need to go through that.
We had to implement a paginated search: semantic search for the first 40, then deep search—“Not that one. Okay, next 40, next 40.” I’m using this agentic loop: while you haven’t found the answer, continue, even extending the semantic-search proximity until you find the right one, because it might be buried on page 2 of the search results, technically.
Speaker 1
How did you design the tools to get to the agent? Just give people an overview of the framework and what it looks like. How are you structuring these interactions? Is there just 1 Superhuman agent that does everything, or do you have separate ones?
5. Small Tools Build Agents
Loïc Houssier
No. We have separate tools, clearly. Even the agent—I would call it a set of tools. There’s a bunch of tools: a tool to detect your availability, a tool to understand who the people you interact with are, and a tool to write an email.
Every single action is very tool-specific, so it’s not 1 magic, big tool that can do pretty much everything. It’s a set of small tools that are used within the agentic framework. There’s a first step that’s, “Hey, what is the best tool to do this?”—kind of building a plan. For each step, what is the tool, and then making the calls.
Speaker 1
Yeah.
I think now the tools-versus-skills distinction that Anthropic talked about is the hardest thing: how much you want to put in each tool, and then there’s the MCP discussion. I’m curious how you evaluate the tools, too. When you build them, how do you think about how to name them and how to write the description? How much work have you had to do to nail it?
Loïc Houssier
I don’t think we spend that much time on it. Again, I’ll defer to my 3 engineers working on it, which is interesting. We can talk about the amount of people you need to work on those stacks when you want to be serious. I have fantastic people, so I feel blessed.
Most of the time was spent trying the different agentic frameworks and trying to understand the different models—the ones that solve which types of problems—because every single model is good for something. Sonnet was really great for agent handoff. The laziness was really great. The OpenAI version of it was not that good. Now we have Gemini coming into the room—last week, poof. Okay, that one is cool as well.
So I think everyone has built a way to switch easily from 1 model to the other.
Speaker 1
Routers, so model routers.
Loïc Houssier
Everyone has an LLM proxy to some extent, and an agent proxy to implement different stuff. That’s becoming interesting because the way to tweak and tune them is different. It’s still easy to switch from 1 agentic framework to the other, but at some point, I think it will be harder and harder, and the stickiness of them will be tricky. But to answer your question, we didn’t spend that much time on the tools themselves, I believe.
Speaker 1
How do you think about evals? Are you evaluating 1 email draft at a time, or are you evaluating a longer workflow? Run us through it: when you’re testing Gemini, how do you decide what it’s good at and what it’s not good at? What’s the eval structure?
Loïc Houssier
At first, we had a relatively naive approach: query, answer, query, answer, with a set of queries. Over time, we evolved into thinking more about the different dimensions that we wanted to target. Agent handoff is a very typical type of problem space that you want to make sure you select the right model for.
Typically, we get a bunch of queries targeting hard handoffs that we’ve identified by brute force or whatever, trying to target a set of what we call canonical queries along that dimension—the specific problem space of agent handoff. But there’s more. There’s deep search: a shit ton of emails, and you want to find that needle in the haystack. That’s a different type of category, so you need to have canonical queries targeting that type of dimension.
Every user will have their own way to question their own data set, and we cannot replicate every single data set of every person. The good thing is that we have a bunch of users, like Rahul or myself, who receive a shit ton of emails. Pardon my French, by the way. I don’t know if that’s okay for the show.
Speaker 1
No, you’re good.
Loïc Houssier
But he receives probably 500 to 1,000 emails a day.
Speaker 1
He’s still part of the onboarding. It’s like, “I will send an email to Rahul, and he will reply.” I’m sure it’s not actually him.
Loïc Houssier
Sometimes it’s him.
Speaker 1
Yeah.
Loïc Houssier
He’s reading pretty much everything. I don’t know how he’s doing it, but he is really paying attention, especially to the tone and why something is going sideways. He really associates the brand and tone of the people talking to the company with himself, which is kind of bringing us to the next level as well.
Speaker 1
Yeah.
Loïc Houssier
Thinking about all those dimensions is really key. Even if you have an eval tool, the way you structure your different queries to target those dimensions is important. Then we have those specific queries, the route queries, typically.
The one we joke about—and one of the first that we used to calibrate our quality—was a weird story. About 5 years ago, he did some refurbishing in his house, and he had this table made of a specific type of wood. He was discussing it with the contractor, and he wanted Ask AI to find that email and the type of wood that was discussed in the thread with that guy 5 years ago.
Until we nailed that query, he was not satisfied with the deep-search approach. This is where we were like, “Holy damn. Okay, so that’s a different set.” But we’re also talking about dates. Another dimension is dates: what is last quarter compared to today?
Large language models are not really good with dates, so how do you manage that? We have specific queries for that. So we were like, “Oh, okay, there are dimensions that we need to care about.”
Now we structure all the evals end to end: what is the query, and whatever happens there, there’s an answer. Was there a good agent handoff? Were the dates nailed or not? And so on. It’s pretty intensive in terms of brainpower put into quality. Again, because Superhuman is a high-perceived-quality type of product, we had to invest that amount of time there.
Speaker 1
Yeah, high real quality. It’s not just perceived.
Loïc Houssier
No, but I think this is important, because what is quality?
Speaker 1
I don’t know. Yeah.
Speaker 2
The feeling.
Loïc Houssier
If I buy a car that’s a Toyota, it’s good quality, and I get the quality for my bucks. If I buy an Audi or Porsche, I expect a different grade. Maybe it’s grade. The grade is different, and it’s high grade, but there are high expectations, so there’s a high amount of time—
Speaker 1
Yeah.
Loïc Houssier
—I spend on quality.
Speaker 1
Yeah. In product management, there’s this concept of the high-expectations user.
Speaker 2
And Rahul was 1 example of those. I was just wondering: who are the most outlier, extreme people? How are they using AI in their email? Just in general, what are the most extreme examples that you’ve come across, obviously, because that’s how you work?
Loïc Houssier
Oh, that's a good question.
Speaker 2
For example, you had, “How much time do I spend in Waymo last month?” right?
Loïc Houssier
Yeah.
Speaker 2
Which basically turns your email into an accounting system, because it's a source of truth. I don't know if I would do that in Superhuman. Is it reliable?
Loïc Houssier
It is reliable.
Speaker 2
Wow.
Loïc Houssier
When you think about the amount of work, we're working right now with Anthropic to basically build, on the fly, a small component of Lambdas that will build the code to do the aggregation. This is an easy example.
Speaker 2
So it's like a code execution thing.
Loïc Houssier
Yes, it's a code execution piece. But this one is relatively simple because you just have to have the agent extract from the email: select the emails from Waymo, from the Waymo receipt, extract the time—the duration of the trip—and then do the aggregation. But that's not easy. That aggregation is not easy.
Speaker 2
Yeah.
Loïc Houssier
LLMs are not good at math.
Speaker 2
Yes.
Loïc Houssier
There was some support for it, and right now we're discussing extending this approach to more. It's interesting—
Speaker 2
Are you operating on the email file itself, or is there a fundamental—Is it like a row in a database and you're just writing a SQL query?
Loïc Houssier
When we ingest the data—
Speaker 2
Just the email address, yeah.
Loïc Houssier
So we ingest the data.
Speaker 2
Yeah, okay.
6. The Email Data Stack
Loïc Houssier
We ingest the data. We rely on Gmail and Outlook, of course, because they're doing some great stuff that we don't want to do, like spam detection—
Speaker 2
And Superhuman will never do it.
Loïc Houssier
And probably.
Speaker 2
Probably never do it.
Loïc Houssier
Probably.
Speaker 2
Which is being an IMAP server or—
Loïc Houssier
Exactly.
Speaker 2
Yeah.
Loïc Houssier
Do I want to do that? Probably not. Maybe—
Speaker 2
You know, HEY Mail did it.
Loïc Houssier
Yeah. Other than that, is it something we want to spend time on? Is it really valuable for our end users? I'm not sure. They live in a closed system. They will live in a different company.
Speaker 2
Yeah. Outlook.
Loïc Houssier
Yeah.
Speaker 2
Yeah, yeah.
Loïc Houssier
They have Outlook and Gmail; it's already there. If we can just plug in and make that better, I mean, it's good there.
Speaker 2
I mean, in some cases, Superhuman was the original wrapper company. If people think about GPT wrappers, this is the Gmail wrapper—the Gmail wrapper. At first it was a LinkedIn wrapper, and now it's a Gmail wrapper.
Loïc Houssier
Yeah. I think more of it than Gmail itself, so. It's very true. It's very true. That said, you can question what an SMTP server really is. It's—
Speaker 2
It's a server that conforms to a spec with some database. Maybe not even.
Loïc Houssier
Maybe not even.
Speaker 2
Yeah.
Loïc Houssier
Maybe not even. I mean, they're doing way more stuff. Especially Gmail—the search capability is, of course, crazy good and all of that, but—
Speaker 2
Yeah.
Loïc Houssier
To do what you do, you need a server-side clone of my Gmail, and then you also need a local cache.
Speaker 2
Yeah.
Loïc Houssier
We need a local cache. We work offline. That was one of the things we did initially, besides the UX and the speed. We have everything local. One of the reasons is that we want to be fast, and every interaction should be under 100 milliseconds.
Speaker 2
Yeah.
Loïc Houssier
With the network, you cannot—you just can't. So everything needs to be local. Yes, we have a copy of emails locally on the device, and it works in the enterprise world because—
Speaker 2
SQLite?
Loïc Houssier
Interestingly, for mobile, it used to be Realm.
Speaker 2
Yeah, Realm DB. Yeah, yeah. Is it a Facebook tech?
Loïc Houssier
MongoDB.
Speaker 2
MongoDB.
Loïc Houssier
It was acquired by MongoDB. But it's now somewhat sunsetted, so we need to find a different way to do things.
Speaker 2
Oh.
Loïc Houssier
It might be SQLite. But on-device, everything is stored locally. That was the old search, where we basically had a database with rows of emails. For everything that is AI, we have all the vector embeddings and all of that. So we have a hybrid search, and we use—I don't know if we can name brands, but we use Turbopuffer on the backend to store 5 years of history.
Speaker 2
Yeah.
Loïc Houssier
It's stable infrastructure. They do things pretty well. It's fast.
Speaker 2
Yeah.
Loïc Houssier
So—
Speaker 2
I think Turbopuffer is relatively public with their customer list, so I don't know.
Loïc Houssier
No. Yeah. No, I think they are—
Speaker 2
We'll let the PR department figure it out.
Loïc Houssier
They talked about it, anyway, but it's stable infrastructure. They do things pretty well. It's fast.
Speaker 2
I'll briefly comment that I know any number of local-first database companies that would love to work with you. If you're saying that you're on the market for a Realm replacement, they will come and talk to you.
Loïc Houssier
I'm more than happy. My AI and mobile teams are really looking for something—
Speaker 2
They will love nothing more than to be Superhuman's database. Okay, I want to just focus on the AI side, right?
Loïc Houssier
Sure.
Speaker 2
People want to know where their inference is running, what you're sending over, what the provider can see—that kind of stuff.
Loïc Houssier
It depends.
Speaker 2
Yeah.
Loïc Houssier
It depends on the use case and on the type of model we want to use. There's some stuff we run with inference companies and open models. There's some stuff that we run with OpenAI and Anthropic. So it's pretty diverse.
Speaker 2
Mm-hmm.
Loïc Houssier
It changes based on the quality of the models. We're a GCP shop.
Speaker 2
So lots of credits for Gemini?
Loïc Houssier
Yes. We have an incentive to probably spend some dollars there.
Speaker 2
Yeah, I mean, it's nice that they're also a leading model anyway, so you're not actually compromising—
Loïc Houssier
And they are doing some pretty good stuff there.
Speaker 2
Yeah.
Loïc Houssier
But we use Baseten to run, I would say, some Llama and some BERT models for classification. We're probably having some discovery discussions with some YC companies about models on-device as well, because—
Speaker 2
Yes, they work offline.
Loïc Houssier
Yes. Interestingly, those companies started doing on-device mostly for cost reduction. That was their pitch: “We'll reduce your cost.” We don't care that much. Our users want quality, and they're okay to pay for that quality. But we want to solve for offline. If you're offline, semantic search doesn't work as well. So we're discussing with the companies—
Speaker 2
What are your design constraints for offline inference? For example, DeepSeek-V3.1 would be like 600 billion parameters. I don't think you want to take up 600 gigs.
Loïc Houssier
People are somewhat complaining about our footprint—
Speaker 2
Yeah.
Loïc Houssier
It's both in memory and on the device because we store local emails. When you install Superhuman, we download the last 30 days of emails so that we can search when you're offline, at least for the last 30 days. But we keep that history. It starts at 30 days, and if you've been a customer for 2 years, technically we optimize for 2 years of email on your device. So that's interesting.
Speaker 1
On the local model, any thoughts on whether every app is going to have its own model versus having a device model that people run?
Loïc Houssier
Oof. It's a lot of space. What would you prefer?
Speaker 1
I'm curious. Would you rather have the user take care of the inference and rely on that, or do you want to own the whole experience?
Loïc Houssier
Superhuman will want to own the full experience. We're pretty picky in the way things are happening. But at the same time, if we talk about mobile, you want the mobile experience to feel like your device. We're basically not doing React Native. We're doing Swift and Kotlin because we want the app to feel like the user experience in general on iOS or Android. But for the models, that's a good question. I would love the device provider to be better.
Speaker 1
Right.
Loïc Houssier
I mean, we can question local devices—
Speaker 1
Right.
Loïc Houssier
iOS has done some work there, but it has been underwhelming so far. They're still working at it, and that's why we have YC companies that are spending time there and doing some cool stuff.
Speaker 2
Yeah. Amazing. Interesting question about Baseten. They're a very different cloud inference provider for open models compared to, let's say, Fireworks AI and Together AI. The general pitch is that they don't charge by token; they charge by box, effectively. Anything else that's interesting about working with them versus the other inference providers that you buy?
Loïc Houssier
They're easy to work with.
Speaker 2
Yeah.
Loïc Houssier
I mean, that's—when you're a startup, you want to move fast. They're really easy to work with. They know what they're doing.
Speaker 2
So the priority is what? Cost? Speed?
Loïc Houssier
For us, it's quality.
Speaker 2
Yeah.
Loïc Houssier
So it's quality and speed.
Speaker 2
It's all open models. It's all the same quality.
Loïc Houssier
We would always start with the highest and most expensive model to get the right quality.
Speaker 2
Yeah.
Loïc Houssier
When the quality is nailed, then we can spend time trying to optimize.
Speaker 2
Right. But all these providers—Baseten, Fireworks AI, Together AI—they all have access to the same models.
Loïc Houssier
Yeah.
Speaker 2
So unless they quantize heavily—which all of them say they don't—
Loïc Houssier
In that case, the fact that it's a box means you control your costs much better.
Speaker 2
Yeah. So it's fixed capacity.
Loïc Houssier
It's fixed capacity. So when I discuss with my CFO, when it's token-based, the exercise is much more involved, trying to understand how we set adoption and all of that.
Speaker 2
But that's serverless—usage-based serverless. It scales up, scales down.
Loïc Houssier
Sure.
Loïc Houssier
Fair, but the cost control is becoming a thing.
Speaker 2
Yeah.
Loïc Houssier
It was a thing before the acquisition. Now that we're part of a bigger umbrella, understanding your cost structure and being able to make projections that are closer to reality is more important. Like all pre-IPO-ish companies, you want to really understand where you'll be in 3 months, 6 months from a cost standpoint. So Baseten for that is pretty cool because you have more latitude to stay within the bracket of a box, basically.
Speaker 2
I was thinking about this. A lot of people think about cost in terms of dollars per 1 million tokens. Right? I think that that is actually amateur thinking. That's only the kind of pricing you care about if you're a solo developer. But once you're at such a large scale like you guys, and something I learned at Cognition, you should actually care about price per 1 trillion tokens, because we spend multiple trillions per month. When you unlock that scale, you unlock different ways to spend that aren't serverless, token-based pricing. So basically, I think Baseten makes a lot of sense on a price-per-trillion basis.
Loïc Houssier
Yeah. I didn't look at it that way, so it's pretty interesting. But no, that's fair. I mean, we've built so many different models trying to understand the cost per 1 million tokens, and then you have to infer what the average number of tokens is, because we treat every single email. There are really short emails and very long emails. You have to understand your data, what the median is and all of that, to make your projection, and there's always some magic.
The reality is, you don't have the time to—I mean, I'm an advocate of, let's move fast. If it's successful, it's great, even if it's expensive. Rather than trying to optimize the cost too early, just go with something that you control and that's fast, and you'll have time. I mean, it's a good problem to have. Success is a good problem.
Speaker 2
Yeah.
Speaker 1
When do you think it's going to break from a cost perspective? Say you were to draft every single email that I get. I'm sure you would lose money on the $40 a month.
Loïc Houssier
Yes and no. I think it's a matter of how much more productive we make you. We have some customers who told us that initially, when we were talking about the different models and everything, they said, "Take the better model. I'm ready to pay $200 a month, but get me the best model."
Speaker 1
Yeah.
Loïc Houssier
They said, "I don't want half-crap because it's—
Speaker 1
Right.
Loïc Houssier
—less expensive. So always give me the best."
Speaker 2
And these are all high-value CEOs and VCs.
Speaker 1
Right. Yeah.
Loïc Houssier
One hour of their time is worth—
Speaker 2
Way more.
Loïc Houssier
Ten times the amount of the subscription.
Speaker 2
So why isn't there a $200-a-month subscription?
Loïc Houssier
That's a good question.
Speaker 2
Yeah.
Loïc Houssier
I'm not in charge of the pricing and packaging.
Speaker 2
But wait. An example would be: what's one thing that you would like to do that you cannot do with today's models, even though you try pushing quality? Your customers are telling you, "Actually, we really want this," or maybe Rahul's telling you that he really wants this.
Loïc Houssier
I don't know.
Speaker 2
Yeah.
Loïc Houssier
I don't know. I think we have the means. We have the means to do pretty much everything that we want to do. It's a matter of executing and doing it right.
Speaker 2
The way I'll put it is, if you can articulate what you cannot do today that you think you should be able to do, and your customers would pay you for it, the models will make it happen. But the problem that you have, and the problem that I have with Cognition, is we cannot articulate what it is. We will know if it's better, but only once it exists.
7. Email Enters the Voice Era
Loïc Houssier
No, that's a good framing. The other piece that I think is pretty tricky is that there's a transformation happening in the user experience. Even the way we're thinking about the user interface right now is totally switching. The way we think about emails right now is still some sort of to-do list. It's a table, to some extent, with rows. What would it be like in a year? People will be interacting more and more with their systems through a conversational aspect.
Speaker 2
Mm.
Loïc Houssier
I see my kids. My kids don't type on their phones; they talk. I have 3 kids, and all of them talk on their phones.
Speaker 2
What age?
Loïc Houssier
One is working, one is in college, and one is in middle school.
Speaker 2
Okay. On WhatsApp?
Loïc Houssier
WhatsApp, because they're European and they need to talk with the family. The reality is Snapchat, TikTok, Instagram—whatever. They communicate over Instagram. I'm like, "That's not an image tool," or something.
Speaker 2
I feel like a boomer.
Loïc Houssier
Yeah, I am. I definitely am.
What's interesting is that—and we can debate this—we, as a human species, started to write because we didn't have enough storage for the stories that we were telling each other, so we had to write to store those stories. Now all the content can be stored on YouTube, TikTok, or whatever. What's even the need to write? What's the need? Everything can be vocal.
I see kids now: everything is vocal. They don't read articles. They want a TikTok video talking about the article. Coming back—and I'm sorry, I'm getting very high here—but being a bit more grounded, what does that mean for the future of the user experience for email and communication? Will people still type, or will they just talk to emails and want to hear an email?
This is where it becomes interesting, because Rahul, as a CEO, maybe next year he doesn't want to write to you with the new feature. Maybe he wants to talk to you. The way you will receive our marketing campaign about the new features will be, well, he'll discuss it with you or talk to you with his voice. It won't just be voice and tone in terms of writing; you'll really be in your car commuting, listening to Rahul talking about that.
Coming back to what cannot be done right now, I think the main problem is nailing the new user experience. With OpenAI, now you can do stuff with emails. They're trying to do some stuff there. All those chatbots try to be basically the new OS, to some extent. How do you interact with those new apps? What is an app even in this new world? That's what's really interesting, and that's why I'm glad to work with Rahul, because the guy is so freaking visionary. If there's one company to nail it, there aren't a lot, and I believe Superhuman is one of them.
Speaker 2
Yeah. I think the inbox is the ultimate private data source. I feel like even when I see all these companies that are like, "Talk to your AI clone to get advice," or things like that, so many times, man, I'm just writing the same thing over and over.
How many founders email me asking for help with XYZ task?
Loïc Houssier
Yep.
Speaker 2
And the answer is almost always the same. There should almost be a way for Superhuman to be the advisor on my behalf. You should be able to predict what I will respond to this email.
Loïc Houssier
It's called auto-draft for response. We're still testing it internally. Especially—sorry to cut you off—but the same is true for me. How many companies are reaching out to pitch me on AI frameworks, AI tooling, or whatever?
Speaker 2
Right.
Loïc Houssier
My answer is—although I don't answer because I receive hundreds of them—honestly, “Thank you, don't have the time,” and everything. That's what's cool. Because I want to be polite, it's automatically generated for me because they learn that I usually don't care. That's my answer.
Or if someone is pitching me on working with us, or applying to work with us, my answer is usually, “Please reach out to HR. I'm CCing HR,” and everything.
Speaker 2
Yeah.
Loïc Houssier
So now we're almost able to understand how you typically reply. But if it's covering only 80% of your use cases and you need to discard 20%, where's the cost-benefit value? Is it annoying to have 20% where you're like, “Ah, discard. I want to write it myself”? Is it good? What's the limit—90/10, 80/20?
Speaker 2
I think it's AI plus the snippets that you have. I have snippets for a bunch of things, like vendors. I have this super-long snippet: “Thank you so much for reaching out about your company.”
Loïc Houssier
Yeah.
Speaker 2
“Sounds like a great product.” It goes on, and then the response is, “Thank you so much for your thoughtful response.” And I'm like, “Great. Get it out of the way.” But I feel like if you could use that—
Loïc Houssier
Yes.
Speaker 2
—plus AI to do the small—
Loïc Houssier
Yes.
Speaker 2
—kind of last-mile—
Loïc Houssier
Yeah.
Speaker 2
—thing, I think that would be enough.
Loïc Houssier
Yeah.
Speaker 2
You don't really need AGI. I'm excited for it.
Loïc Houssier
Q1, Q1, Q2, something like this.
Speaker 2
I mean, dude, I pay $200 a month to OpenAI and Anthropic. I'll give you $200 a month if you make me not write the same thing over and over. Deal.
I think, more generally, what he's trying to get at—and what Superhuman is starting from a very good basis for, but is not there yet—is kind of like an AI EA. I don't know if this comes up a lot. Well, I have people I work with who read my emails and respond for me. They have memory, and they know my normal preferences. They have human judgment, which LLMs don't have. Is that something you would want to build, or do you think you want to leave that to others?
8. Superhuman Builds an AI Assistant
Loïc Houssier
That's the goal. When we really kick off the revamp of our AI world and what AI means for Superhuman, Rahul did a pretty good pitch on it. There was a pretty nice video, I think it was in March, for the launch of the new AI.
That's the vision: you have an EA. Most of the people using Superhuman are C-suite people, founders, and all of that, so pretty fast, they need someone to help them with their emails. We want to do most of that job. We're getting there. But that's the goal.
The first thing is answering with your availability. Right now we can do it; right now it's in beta. In my emails, when someone internally asks, “Hello, can we meet next week for lunch?” I automatically have 3 slots proposed in a draft, and I can just send the draft prepared for me.
Speaker 2
Yeah.
Loïc Houssier
It's still up to you to decide whether or not you want to send the draft.
Speaker 2
That's the thing. I don't want to be involved.
Loïc Houssier
And this is where your EA will always be better than an LLM—
Speaker 2
Yeah.
Loïc Houssier
—because she knows the types of people you're okay having lunch with. Or maybe they have the context because—
Speaker 2
Sometimes you're busy, but you're like, “Oh, VIP, I will move this.” You know what I mean? I need to—
Loïc Houssier
Exactly.
Speaker 2
And your calendar isn't going to know.
Loïc Houssier
We're getting closer because we know how much time you interacted with that person. But how much time you interacted with them doesn't mean that maybe last week you had a bad discussion with them, and now you're not friends anymore for whatever reason. Your EA would know.
There will always be limitations to this. That's why we want 2 people to always be in the loop. Maybe it's your EA that's in the loop.
Speaker 2
Yeah. It's so helpful when I'm not in the loop. We can batch it, and I have my once-a-day call with the EA. But obviously that will happen. You know what? Some ways that other people are pursuing this—Notion's trying to go after it, right?
Loïc Houssier
Yeah.
Speaker 2
And they have Notion Mail, Notion Calendar, and obviously they really care about AI. Some other people are doing this interesting thing where they buy an EA company, a company that already does virtual assistance, and then monitor what they do.
First of all, Superhuman can provide me an EA who is a human, and then slowly replace parts of it with AI.
Loïc Houssier
Mm.
Speaker 2
I'm curious what you think about that. That's a more aggressive approach if you really want to—
Loïc Houssier
I mean, that's probably the best way to understand how an EA works and the type of work that they're doing.
Speaker 2
Yeah. Make your own data.
Loïc Houssier
Yeah. I mean, that's intense. That's intense, but sure.
Speaker 2
You have the money.
Loïc Houssier
And you pretty fast understand what types of workflows you want to automate first. So having that data would be obviously pretty interesting.
Speaker 2
Yeah.
One of his portfolio companies bought a sort of—
Loïc Houssier
Law firm.
Speaker 2
Yeah, yeah. Do you think that's an accurate description, or am I glorifying it too much?
Loïc Houssier
Yeah.
Speaker 2
No, it's an accurate description. It just behaves as a law firm, though.
Loïc Houssier
Right. Just treat it as a law firm, and then internally start to optimize.
Speaker 2
You now have so many customers that you might need a lot of EAs to do it for everybody. But I'm curious: I think the memory is kind of the killer feature of the EA. It's understanding in real time.
I'm curious, now that you're within Superhuman—the company now called Superhuman Mail—do you feel like there are a lot of advantages to being email plus documents, plus being embedded in everything? Do you feel like that helps close some of these gaps?
9. Context Escapes the Inbox
Loïc Houssier
Yeah. For example, Coda is an interesting piece of software. Coda is like a Notion equivalent.
Speaker 2
Yeah, we used it at Amazon.
Loïc Houssier
Yep.
It's a pretty good one, and a lot of enterprise companies are starting to use Coda more and more because of its flexibility. Coda has this concept of Coda Packs, which are integrations—glorified integrations, if I can say it that way—but they're ingesting the data. The data is there.
We technically have an ingestion pipeline that can aggregate all the knowledge about you in the company, which is great. And now, if you add Grammarly, Grammarly is ubiquitous. Grammarly knows that you're in Google Docs. Grammarly knows that you're crafting a post on LinkedIn. Technically, they can know. It doesn't mean that they use the data—
Speaker 2
Right. Yeah, of course. Yeah.
Loïc Houssier
—but they're everywhere. When you're getting into your email, I know that you're currently on Jira with that context. All of a sudden, I can pop up some of the context. I know that you're writing to that person—oh, it's about this. I can expand and augment your email because I know where you're coming from.
The data will be there through Coda. Grammarly knows basically where you're switching from Google Docs to Salesforce to LinkedIn, and now you're writing an email. So we have this augmented context, much more precise compared to something like ChatGPT, for example. They don't know where you are because you're switching windows. You're coming from Salesforce to ChatGPT; they don't know where you were. They wait for you to pass the content to get the context.
If you're Grammarly, I know where you're coming from. So when everything has converged—we've only been acquired 3 months ago.
Speaker 2
Yeah.
Loïc Houssier
But when everything has converged, from a contextualization standpoint and a knowledge standpoint, we know way more. So we'll be way more accurate in the way we help you.
Speaker 2
Maybe predicting a fourth acquisition, but wouldn't it make sense to have your own browser?
Loïc Houssier
That's a good question. I think there's much more to be done in the productivity space before, I would say, solving a browser, and everyone is trying to do a browser.
Speaker 2
Yeah. Atlassian, Perplexity, OpenAI.
Loïc Houssier
I'm still sad that Arc is no longer being developed because of Dia, but Dia has been stopped.
Speaker 2
They're rebuilding Arc in Dia.
Loïc Houssier
Yeah. But it feels very unstable now. More and more people are basically saying, “Okay, let's go back to Firefox.”
Speaker 2
Well—
Loïc Houssier
More and more people are doing that because there are so many browsers. You want to wait for the war to be done and have the clear winner.
Speaker 2
No. I disagree. You should—
Loïc Houssier
I'm in Atlas.
Speaker 2
You should go all in. What are you using?
Speaker 1
I use Atlas. Yeah.
Speaker 2
Atlas, yeah. I'm also on Atlas now.
Loïc Houssier
Oh.
Speaker 2
Yeah.
Loïc Houssier
Interesting. I'm still on Arc because I'm—
Speaker 1
It still doesn't have profiles.
Speaker 2
Yeah.
Speaker 1
That's the biggest issue.
Speaker 2
So, based on the different emails or logins I have, I switch between Atlas, Chrome, and Arc.
Loïc Houssier
Yeah. Interesting.
Speaker 2
Yeah.
Speaker 1
My personal one is on Chrome.
Speaker 2
But I'm just saying, if that context matters to you, right? With Coda and all those things and Grammarly, all this, you might as well have your browser.
No one—
Loïc Houssier
I—
Speaker 2
No one will get upset at you for saying, “Oh, we have a browser.” It'll be like, “Yeah, it makes sense.”
Loïc Houssier
Or it'll be like, “Oh no, one more?”
Speaker 2
But it's the Superhuman one, and that's a good brand.
Loïc Houssier
That's interesting. I foresee the browser disappearing completely. I'm like—
Speaker 1
Hmm.
Speaker 2
Ooh. Okay, that's the title.
Loïc Houssier
My main, central piece of software that I use in my productivity tool is Raycast.
Speaker 2
Ah.
Speaker 1
Yeah.
Loïc Houssier
I'm a Mac user, so I use Raycast.
Speaker 1
Raycast.
Loïc Houssier
For the people who don't know Raycast, it's basically a way better Spotlight on Mac. I don't need bookmarks in my browser anymore. What is a browser doing besides providing you a view on a website? Nothing. So even to some extent, Raycast should just be a web view, because what I do with Raycast is—
Speaker 2
Then you're turning Raycast into a browser.
Loïc Houssier
Is that a browser if it's just rendering HTML?
Speaker 2
Yeah.
Loïc Houssier
Okay, so—
Speaker 2
Right.
Loïc Houssier
If—
Speaker 1
Everything is a browser.
Loïc Houssier
So, yeah, if it's only rendering HTML—
Speaker 2
What else do you want? Do you want JavaScript? Do you want—
Loïc Houssier
I don't know.
Speaker 2
Local storage? You want what?
Loïc Houssier
Yeah. Local storage is one.
Speaker 1
Extensions.
Loïc Houssier
You need a browser to have your local extension.
Speaker 1
Hmm.
Loïc Houssier
But to have your local storage, that is pretty massive, like Superhuman. But what's left? Everything that was making a browser a browser before, which was bookmarks, basically the history that you had, maybe cookies and everything—what's left? If you get rid of that, it's just a view, a web view to some extent.
Speaker 2
Yeah. It's a clean application platform with an open app store. You know, there's a Marc Andreessen line: “Well, the operating system is just a poorly debugged set of device drivers for the browser.” He said, “The browser is the actual application interface.”
Loïc Houssier
Oh.
Speaker 1
From the person who made the browser.
Speaker 2
Yeah.
Speaker 1
Makes sense.
Speaker 2
Of course. Yeah.
Loïc Houssier
Yeah. I think the browser will become thinner and thinner. I believe it will become thinner and thinner, but it will disappear, or it will just be—
Speaker 1
Yeah.
Loïc Houssier
Embedded in the OS eventually.
Speaker 2
Yeah.
Loïc Houssier
So.
Speaker 2
One more technical thing, and then we can go to organizational things. You mentioned understanding the person. One part of memory is just the knowledge graph, and one part of the knowledge graph that really matters is the entities that I deal with, right? I've dealt with him for 4 years, and we have that context, and basically what's possible today in Superhuman and maybe what is possible in the future, right?
Loïc Houssier
Mm-hmm.
Speaker 2
Do you, for example, use a graph database or something like that?
Loïc Houssier
Not yet, and it's interesting because you're mentioning what's missing right now. I think that this knowledge-graph-oriented database—I'm not there yet, to some extent.
Speaker 2
But have you actually tried it, or are you just saying that?
Loïc Houssier
No, we didn't try.
Speaker 2
Yeah, that's the thing.
Loïc Houssier
Not right now.
Speaker 2
It's not fair to say they're not there yet if you haven't tried.
Loïc Houssier
Correct.
Speaker 2
Yeah.
Loïc Houssier
Correct.
Even from a taxonomy standpoint, when you think about those entities—
Speaker 2
Yeah.
Loïc Houssier
What are those?
Speaker 2
Yeah.
Loïc Houssier
If you are verticalized, say—
Speaker 2
People, companies.
Loïc Houssier
Yes. But then you start talking about projects, but is it a project? Is it a task? Is it an initiative? Is there a hierarchical aspect to those? How deep is the tree?
Speaker 2
Yeah, yeah. These are all valid questions.
Loïc Houssier
I think it's very—
Speaker 2
And Superhuman's history is Rapportive, where the person is the core of the—
Loïc Houssier
Correct.
Speaker 2
—the universe.
Loïc Houssier
No, but there are some obvious entities.
Speaker 2
Yeah.
Loïc Houssier
But if you want things to be really personalized, these entities are very, very subjective. I'm a user of Obsidian.
Speaker 2
Yeah.
Loïc Houssier
I'm a note-taking nerd, and for the people who don't use Obsidian, it's—
Speaker 2
Another local-first app. Yeah.
Loïc Houssier
It's another local-first app in which you build your own workflows and where you basically, through templates, define your own entities that make sense for you. There are no 2 graphs that are similar, even if you're using the note app, say, for the same thing. So trying to infer a generic knowledge graph that can be reused with dedicated entities—people, tasks, projects, and everything—is harder than it seems.
Speaker 2
Oh, yeah.
Loïc Houssier
Interestingly, we were thinking about it when I was at Productboard. At Productboard, we have roadmaps for so many tools. Based on that, you can probably infer some taxonomy about what a SaaS product is, but even trying to generalize this into a tree that can be repeatable for people is hard.
There is some common stuff: authentication, authorization, billing, user management, dashboards, whatever. Every SaaS company has this. But when you enter the domain of the company, it's totally different because their features and their surface area are very different. So even there, trying to form the knowledge that you have and abstract the entities that will be the same for everyone—
Speaker 2
Yeah.
Loïc Houssier
—is not easy. So it means that for each user, you need to have an unoptimized graph that is subjective and dependent on the person. You need to build the graph based on just the data, and you don't have a real way to optimize for it. But you're fair. You're right. We didn't try. But also because—
Speaker 2
Many people have failed. It's fine.
Loïc Houssier
And I don't even foresee a path where that can be surfaced into more productivity gain. At the end of the day, what is the problem you're trying to solve? It's super nice from a technology standpoint and even from a thinking-process standpoint: What is the ultimate data model for a productivity nerd and all that? But what are you improving from an experience standpoint? Is it the accuracy of the draft that I'm preparing for you?
Speaker 2
I want my AI EA to remember everything I've talked about, everything I've done, everything I've talked to everyone about, every conversation I've had.
Loïc Houssier
Yeah, but then it's Jarvis, and it's almost AGI to some extent. So—
Speaker 2
Yeah.
Loïc Houssier
You have the context that no one else has.
Speaker 2
Yeah, but then there's the amount of compute. You need to recompute your graph every time you receive new stuff and everything, so it's an interesting space.
Loïc Houssier
I think—to your point, we probably won’t be the one solving for that as an endpoint solution. I think there are companies that should focus on this and—
Speaker 2
Yeah.
Loïc Houssier
…be like, “Hey, I’m the engine that will ingest everything that you’re doing. We build a graph, and the graph will be the best graph ever. For each account or tenant, we’ll build a graph for you.”
Speaker 2
Yeah.
Loïc Houssier
That would be great. But is it something for turbopuffer? Is it something for those vector database companies to solve for? Maybe. I don’t know.
Speaker 2
Yeah. For what it’s worth, I’m actually dating someone who’s doing Upside, and they’re mining emails for CRM population and building a knowledge graph from emails.
Loïc Houssier
Interesting.
Speaker 2
Basically, they’re happy that you’re not doing it because—
Loïc Houssier
I’d love to have an intro.
Speaker 2
Because obviously, if you do it, then you’re a very serious competitor.
Loïc Houssier
No, but I think it’s not easy.
Speaker 2
Yeah.
Loïc Houssier
So I would love to discuss—
Speaker 2
Sure, sure, sure.
Loïc Houssier
…but I think we would probably be more a consumer of the outcome rather than the builder of that layer.
Speaker 2
Yeah. I think the other big consumer, obviously, would be OpenAI.
Loïc Houssier
Of course.
Speaker 2
They clearly want to eat everything inside ChatGPT.
Loïc Houssier
I mean, this is a cool exit strategy for such a company.
Speaker 2
For them, yeah.
Loïc Houssier
Of course.
Speaker 2
I mean, do you want to build a Superhuman app inside ChatGPT? I feel like the answer is no, right?
Loïc Houssier
The answer is that ChatGPT, or OpenAI, and Superhuman are competitors. This is what we fight against, to some extent. We have a different approach, I think, but especially this ubiquitous Grammarly presence—we are everywhere and in everything. I think we want to be more proactive because we are where you work. We can be more proactive compared to ChatGPT, which is waiting for you to do things to help you do the thing.
Speaker 2
Mm-hmm.
Loïc Houssier
So there’s reactive versus proactive. I think we’re more on the proactive side. That’s the competition. I would say it’s for notes, but when Rahul is questioning the quality of our AI queries on Superhuman, he’s comparing us to Gemini and OpenAI. That’s the competition we’re fighting against.
Speaker 2
Yeah. Speaking of Gemini, the chat app obviously has privileged access to all of Google. So they can also check emails—
Loïc Houssier
Privileged access, and the search engine is crazy good. But—
Speaker 1
Break them up.
Loïc Houssier
Rahul, break them up.
Speaker 2
All right. Yeah, yeah.
Speaker 1
Awesome. On a broader side, you mentioned you only have 3 people working on AI. What’s the coding AI adoption at Superhuman on the engineering team?
10. AI Reshapes Engineering
Loïc Houssier
Interestingly, our path was—we started to really think about it in Q1, with a bunch of people using some stuff and everything. We didn’t have any data, just anecdotal feedback and all of that. The first thing we did was cut the red tape.
Speaker 1
Mm-hmm.
Loïc Houssier
“Hey, folks, free for all. I’ll approve the budget in 1 hour. You can try anything you want, and deal with the security team—24-hour turnaround to get things approved from a security standpoint, because you don’t want to do some—
Speaker 1
Right.
Loïc Houssier
…crazy things.”
Huge. Q1 was everyone trying everything. It was really interesting to see how things were working super well on the front end, a bit less on the back end. We’re a Go shop on the back end. Everyone working on iOS and Swift was like, “Eh, not that good at the time.” But there was huge adoption in terms of tooling. Also, on the product side, a lot of v0, I would say—
Speaker 2
For Next.js?
Loïc Houssier
No, v0.
Speaker 1
Or you just use it for anything.
Loïc Houssier
We just use it for prototyping.
Speaker 2
Ah.
Loïc Houssier
It’s to be as close as possible because we have a founder who is very picky and wants to review the design. A design in Figma is great, but when you can click and do real stuff, it’s so much better, and Figma isn’t there just yet.
Speaker 2
Oh, Figma has Figma Make. We interviewed Dylan.
Loïc Houssier
Yeah. Sure.
Speaker 1
It’s getting better, I would say.
Loïc Houssier
It’s getting better.
Speaker 2
Yeah, yeah, yeah.
Loïc Houssier
But as PMs, they use v0 or tooling like this because it’s—
Speaker 2
Not Lovable?
Loïc Houssier
Superhuman is like v0. v0 is a standard. Again, it was free for all.
Speaker 2
Yeah, yeah.
Loïc Houssier
Try whatever you want and everything.
Speaker 2
Free market, right?
Loïc Houssier
So, free market. And free market—
Speaker 1
v0 won.
Loïc Houssier
…v0 won. Always winning, and it’s still a free market.
Q2 was more about, okay, let’s try to understand where this is working and where this is not working. So we compiled a huge list of wins and areas where, like, to do this—not good. To onboard a new code area, amazing. I used to spend a full day understanding all the entry points and dependencies in the code stack that I didn’t know. Now I need 30 minutes with Claude Code, and I understand how things are working.
Even for me, I’m not in the code anymore, but instead of asking my engineers, “How are we managing the refresh tokens with Gmail?” I just use Claude Code, and I’m using Warp.
Speaker 2
Yeah.
Loïc Houssier
I’m—
Speaker 2
Warp?
Loïc Houssier
Warp.
Speaker 1
Yeah.
Loïc Houssier
Warp is good. But anyway, with Warp and Claude Code, I can understand how this shit is working, and boom, boom, boom, boom, boom. I’m providing the links to the right files, explaining the high-level concept to you, and I don’t waste my engineers’ time just answering a question.
So that was Q2, and we started measuring. For every PR, we have to put a label: I used AI, or I didn’t use AI, and if I used AI, it was productive or it was not. So we’re trying to understand the lay of the land.
Roughly, I think we have 80% of people who are really flagging the PR. Out of that 80%, probably 80%–90%, I would say, is AI usage. It’s all declarative—we’re not plugging in any tool to measure the real number of tokens and everything. And out of those 90%, again, 90% had a positive impact. But it’s not always in the code. It might just be discovery, understanding the lay of the land, or stuff like this.
Speaker 2
So 81%. So 90 times that.
Loïc Houssier
So technically, yes, it’s 90—90 of 80. But by inference, if I caricature it, I would say 80% of usage is happy usage.
Speaker 2
So roughly 80% of lines of code written in Superhuman. But probably more—
Loïc Houssier
It’s not always lines of code, because—
Speaker 2
Probably more than that. Yes.
Loïc Houssier
Yeah, because of PRs.
Speaker 2
Because of PRs.
Loïc Houssier
What is the discovery? Most of the time you spend is not writing code; it’s trying to understand what you need to solve for, and this is the part that has been reduced.
In terms of real KPI—and AI is not the only reason why we’ve accelerated—in Q1, we were roughly at 4 PRs per engineer per week. That was in Q1. In Q2, we were closer to 5 PRs per engineer per week, and in Q3, we’re closer to 6. So the global throughput—and again, PRs per engineer per week, we can debate—
Speaker 2
Right. Yeah, yeah, yeah.
Loïc Houssier
That’s a throughput measure, and it increased quite a lot. But again, AI is only a piece of it: technical strategy, clarity of what you want to do, organization. There’s a lot associated with that. So we feel pretty good.
Speaker 1
One question that a lot of the AI leadership people I talk to have is, “Am I supposed to ask more of my engineering team now? Am I supposed to hire fewer people? Should we ship more as a company?”
I think the thing about AI is that you can do a lot more, but most companies are not built to do a lot more. Especially if you ship 100 more features, you don’t really have marketing to market 100 more features. You don’t have support to learn 100 more features. How do you think about structuring teams and the expectations around it?
Loïc Houssier
That’s interesting because Superhuman historically was very lean in terms of organization. Superhuman, like—we have 50—
Speaker 2
50. Crazy.
Loïc Houssier
…50 engineers.
Speaker 2
And your user base is roughly—
Loïc Houssier
Uh—
Speaker 2
…how many million?
Loïc Houssier
Yeah, less than that. Paying users, probably 100,000. Something like this.
So it's still relatively small.
Speaker 2
You're still supporting a lot.
Loïc Houssier
But, yeah. I would say it's a small, pretty senior team, and the average tenure is probably 4 years, so long tenure. We're fully remote as well, which is interesting. My AI team is distributed between Patagonia and Canada, so we have access to a different pool of the right people—not trying to compete in the Bay, because people want to go to Anthropic and OpenAI.
Speaker 2
Mm-hmm.
Loïc Houssier
And those guys—
Speaker 1
They pay too much money.
Loïc Houssier
Yeah. I mean, it's obviously not the same competition.
Speaker 1
Yeah.
Loïc Houssier
So we find people where they are, and people who don't want to move to the Bay and all of that. There are some great people there. We have relatively small teams, and we increase the capacity. We try not to move too fast because we're qualitative. There's kind of a vicious circle: “Oh, we can do more, let's do more.” But all of a sudden, the number of bugs coming in is also growing. So we try to be conscious.
Now we're working under Grammarly—the new Superhuman—so there's also an incentive to invest a bit more, because it's a product that is working. Shishir is really willing to implement a model called the compound startup. We're still a startup within Grammarly. We have our own P&L, and we still have Rahul as a founder. The only difference between now and before is that our board is Shishir and the exec team at Grammarly/Superhuman.
But we want more people. We obviously want Superhuman to have more reach and do a bit more. So now we're kind of scaling that, and we're adding more capacity. AI is helping, of course, but it's also helping with onboarding and a lot of that. We're adding some capacity.
Speaker 1
Yeah. I think the mainstream pushback on it is: “Hey, you used to pay me X to do 4 PRs a week, so am I getting paid 50% more? Then I gotta ship 6 PRs a week.” That's why there's a lot of pushback around AI from people as well: “Hey, look, I'm using this and you're getting more out of it, but I'm not getting more out of it.”
Loïc Houssier
I strongly disagree with that statement.
Speaker 2
I would disagree too.
Speaker 1
Yeah, I disagree too. But I'm saying that when you listen to people outside of our bubble, there's a lot of discussion around—
Loïc Houssier
Yeah.
Speaker 1
—you know, where the value is accruing.
Speaker 2
So basically, if you only look at it as paying for output, was the previous payment wrong or was the current payment wrong? One of them is wrong.
Speaker 1
Right.
Loïc Houssier
That's an interesting point. The way I see it is that engineers are well paid. We are a very fortunate, I would say, part of the population. Our salaries are probably pretty good and part of the top 5% in the country, or even in the world. When we talk about Maslow's pyramid, engineers, at some point when they're pretty senior, don't rush for $10K or $20K more. If we talk about millions, sure, but that's the 1% of the 1%.
Speaker 1
Mm-hmm.
Loïc Houssier
For the rest of the population like us, I think the joy and the dopamine come from what you ship. Having the ability to ship more value and have more customers, and being happy with what you do—you end your day and feel like, “Damn, that was a good day.”
So I think the discussion is not about the money itself. It's like, “Oh, damn, I'm in an environment where I ship fast. I can have all the tools that I request within 24 hours. I can basically be the best version of myself, and I have fun in a good team.” You don't have a lot of attrition when you have an environment like this.
Sure, money—you need to pay people a fair amount. But if you're just fair, people tend to stay if you have the right environment. Helping them go from 4 PRs a week to 6, they're like, “Shoot, I'm so much better than at the beginning of the year. That's so cool.” And you don't have that everywhere.
Speaker 1
Yeah. I'm with you. I'm curious to see more of the scores evolve. Awesome. Any parting thoughts?
Speaker 2
Just generally, what's your take on AI in the software industry? You've been in this for 2 decades. Do you think people should still learn to code? Do you think the junior developer is screwed? Any opinions on those common topics?
Loïc Houssier
Yes, of course. You need to learn to code. I see this as kind of the switch from assembly to C.
Speaker 2
Yeah, it's a higher level.
Loïc Houssier
It's just another level of abstraction. But at the end of the day, you still need to understand how a computer is working. You need to understand how memory is working, like swaps and all of these things happening on a server, how a server is working—serverless, in quotes. It's always a server belonging to someone. You need to understand the fundamentals to be good with AI.
I do believe that AI will do only one thing: separate good engineers from bad engineers faster. If you're a good engineer and you're using AI well, you will be an amazing engineer. If you're a poor, lazy engineer and you don't want to understand the things that you're doing, AI will make you even worse because you'll have the feeling that you get it, but you won't be looking behind the magic, behind the curtain, to understand how things work. So I think AI is a blessing for our job.
Speaker 1
Awesome.
Speaker 2
Great.
Speaker 1
Any final calls to action—hiring people, things you want people to do, like trying the product and giving you feedback on?
Loïc Houssier
Of course, try the product. Of course, complain to me if things aren't great. Yes, we're hiring. We're hiring product engineers—people that have a strong appetite for the user experience, because I do believe that in a world where the technical moat isn't much of a moat anymore, because startups can build something close to what you're building in two weeks, the difference is how you think about the user, the flow, and all of that. People that have this appetite for a nice interface, a beautiful product that people love—this is the type of engineers we want. Good engineers, that's a baseline, of course, but with this spike into the user experience. Even if you're a backend engineer, but you care about latency because it's having an impact on the end user and all of that, this is the type of engineers we're looking for. We don't care where you are. You can be in Patagonia, as I said, or up north in Canada. We try to limit things to the Americas, basically. We're looking for bright, gritty people that want to have fun. We're seriously fun.
Speaker 1
Cool. Thanks for joining us, man. This was fun.
Loïc Houssier
That was cool.
Speaker 1
Thank you.
Loïc Houssier
Thanks for having me.