UiPath founder Dines: work processes, not models, will be AI's most valuable asset
Acrobatic_Music_8484 · reddit · 2026-09-21
20VC interviews UiPath co-founder Daniel Dines (company at $1.72B revenue, +15% YoY; $44B peak market cap in 2021). Key topics:
- Why Dario is wrong about "millions of AI Einsteins"; whether AI safety is becoming an excuse to kill open source
- Does UiPath really need 4,000 employees; inference spend as a share of salary; helping train the AI that could replace you
- Can vibe coding replace paid software; will models or apps capture the value; could an OpenAI–Anthropic duopoly break Nvidia; is Fireworks undervalued at $15B
- Has Europe already lost, and how AI is changing the CEO's job
A dense hour on enterprise AI adoption, open source vs safety, and market structure.
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