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JasonBullishSacksBullish Jason1 take since May 17, 2024 Sacks1 take since May 17, 2024
Glue
privateBullishProvides an AI-powered team messaging and collaboration platform for workplace communication.glue.ai ↗
2 takes · first discussed May 17, 2024
Net conviction
Bullish
Who's weighed in
Takes
2
First discussed
May 17, 2024
Private company — no public price to score. We track what they said; valuation-mark tracking is on the roadmap.
Where they stand now
Jason says Glue feels like a 100-bagger to him after using it, is moving his company to it, and wants to invest.
E179 · May 17, 20241 take ↓
Sacks, as co-founder, argues Glue is an AI-native Slack killer built for the enterprise chat era, with thread-based UX and deep RAG integration that gets better as underlying models improve.
E179 · May 17, 20241 take ↓
The discussion
Both Sacks and Jason are high-conviction bulls on Glue, with no dissent between them. Sacks, as co-founder, frames Glue as an AI-native enterprise chat platform built to displace Slack, citing its thread-based UX and deep RAG integration as core differentiators that improve in lockstep with underlying AI models. Jason corroborates the bullish view from a user perspective, reporting that hands-on use convinced him it has 100-bagger potential — enough to commit to migrating his own company and seeking to invest. The alignment here is notable, though Sacks's role as co-founder means his thesis carries an inherent conflict of interest that the hosts do not appear to address.
How they got there
Sacks, as co-founder, argues Glue is an AI-native Slack killer built for the enterprise chat era, with thread-based UX and deep RAG integration that gets better as underlying models improve.
You could think of us as for sure a Slack killer or Slack competitor. It's just that Slack wasn't built for the AI era. Glue is AI native... as the models get better and better, Glue just gets better and better.”30:36
iAbout these quotes
Quotes are machine-transcribed from the episode audio — use the Listen links to verify any take against the source, or the ⚑ link to report a problem. Takes marked unverified, low-conviction, or commentary-only never move stances, the index, or the funds.