Episode 6
Revenue, Cost, or Noise?
John Foong • Former CCO Domain, Ex-Google/Uber
Key topics
- • Revenue vs cost filter for AI investment
- • Domain Lead Scope AI product
- • Hype cycle and trough of disillusionment
- • CFO-hat business case evaluation
- • Stacking LLMs for research
Key stats
- • Domain's Lead Scope AI predicts home sellers with 33% accuracy vs 5% baseline (6x improvement)
- • Google radiology AI achieved 90-95% cancer detection accuracy in mid-2010s
- • Lead Scope used by hundreds of agents out of 50,000 total (sub-10% penetration)
- • AI will change less than we think in 1 year, more than we think in 5