The Hilbert’s Space
podcast

Inside a Mathematician’s AI Harness for Fortune 500

a16z just led a $28M Series A in Hilbert, a company that puts AI agents to work on growth. One of its first customers is a Fortune 500 company. Most people building with AI agents think more context is the fix. Nazli Tan, cofounder and CEO, who previously led growth at Getir ($12B), thinks the opposite. Context usually means someone writes down what a "good customer" is and the agent runs with it. But those definitions are mostly human guesses. Her answer is that the definition is already sitting in your data. Hilbert trains deep learning models on years of history, and those models decide who's a good customer. Same customer, same answer, every time. Their agents aren't even allowed to do math beyond rounding.

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Hilbert co-founder and CEO Nazlı Tan joins host Enzo Cavalie to talk about rebuilding growth systems for the AI era. A mathematician by training who previously led growth at Getir, she explains why Hilbert uses deep learning as its backbone, why its agents work inside a tightly limited harness, and why she thinks Silicon Valley gets paid marketing wrong for consumer companies.

Key takeaways

  • A company’s natural state is decline: retention falls, markets saturate and ad inventory gets more expensive, so even standing still takes effort. That makes growth foundational to every business.
  • Acquiring a customer is a long-term commitment, because every customer lives on in your cohorts and retention rates. Teams need visibility into customer value long before six or twelve months of data comes in.
  • Deep learning models give the same answer for the same customer state every time, while LLMs are probabilistic. Nazlı argues that consistency is essential when deploying budgets of hundreds of millions of dollars.
  • More context alone does not fix agents. Hilbert gives its agents tightly defined problems, runs extensive tests and does not let them do math beyond rounding; calculations run on the database.
  • For most consumer companies, such as groceries, retailers and QSRs, paid marketing is part of reality. The answer is earlier visibility into which customers you are acquiring, not abandoning paid.

Chapters

  • 00:00 Intro
  • 01:28 The First Question She Asked Her Chief of Staff: Where Did You Learn Set Theory?
  • 04:12 Hilbert's Program: Where the Company Name Came From
  • 08:34 Why She Hires for Math
  • 12:58 From Academia to P&L: "These Are So Boring"
  • 22:04 Growth Decisions Faster Than Anyone Can Wait For
  • 31:00 18 Months In, Deploying Inside a Fortune 500
  • 31:32 Why Deep Learning Is the Backbone, Not LLMs
  • 35:23 Software Used to Adapt to You. Now It Can Have an Opinion
  • 39:31 Deterministic vs Probabilistic: Ask an LLM Twice, Get Two Answers
  • 40:04 The Scale of Budget These Companies Are Deciding On
  • 42:19 Why "More Context" Makes Your AI Agents Worse
  • 43:57 Their Agents Aren't Allowed to Do Math Beyond Rounding
  • 45:03 How to Price AI When a 1% Improvement Is Worth Millions
  • 52:24 Growth Playbooks Built by Silicon Valley, for Silicon Valley
  • 52:58 What Silicon Valley Gets Most Wrong About Growth
  • 56:55 Where Creativity Actually Lands

About the guest

Nazlı Tan is co-founder and CEO of Hilbert, the AI growth platform that recently raised a $28M Series A led by a16z. A mathematician by training, she started her career in credit analytics at Citibank and in valuation at PwC before leading growth at Getir, where she built the growth function.

“If you can measure something, you need to measure it to the maximum and measure it right. If you can’t measure something, you have logic.” — Nazlı Tan, Co-founder and CEO of Hilbert
“Each time when you ask a deep learning model the same question in the same state of the customer, they will give you the same answer.” — Nazlı Tan, Co-founder and CEO of Hilbert
“We optimize towards trust.” — Nazlı Tan, Co-founder and CEO of Hilbert
Read the full episode summary

Set theory as a first question

Host Enzo Cavalie opens with an anecdote: when Nazlı Tan first met the person who is now her chief of staff, her first question was whether she had studied set theory. Nazlı explains that people who have taken courses in foundational logic, such as set theory or proof theory, tend to think differently and ask different questions when they face a problem.

Why the company is called Hilbert

The name connects to the same idea. Around the early 1900s, during what is known as the foundational crisis of mathematics, logicians began finding paradoxes and contradictions in the math everyone relied on. One of the first attempts to restore trust was David Hilbert’s program, which was also the company’s original name when it raised its pre-seed.

Nazlı sees growth the same way: as foundational. Left alone, a company naturally declines. Retention falls, markets saturate, competition grows and ad inventory gets more expensive, so even holding steady takes effort. Her favorite question for executives is whether they would bet their company’s one-year revenue on knowing what works and what does not. She says she never gets a yes. Instead, modern businesses run on meetings where teams compare different numbers, and companies hit targets without growing sustainably. With companies about to deploy a large agentic workforce, she argues, the problem had better be well defined, or mistakes will multiply.

Why she hires for math

Nazlı describes growth as users behaving in a space called a company. A mind trained in mathematics, she says, is set up to understand such systems, to ask the right questions and to be uncomfortable when something is not rigorous. The skill she uses most in business is logic: proof by contradiction, induction and, above all, counterexamples.

Her own path started at Citibank in credit analytics, then PwC in valuation and M&A, work she found boring. In Turkey, she watched Alex Schultz’s video on how Facebook got users and grew, which drew her into growth and, years later, led to a Hilbert Space episode with him. She went on to train everyone joining her teams with his videos, quizzes and cohort-reading exercises, aiming for a real “I understand” moment.

What frustrated her about growth practice

As the person colleagues sent hard questions to, Nazlı saw a lot of wrong analysis and reasoning. What bothered her most was how unaligned people were, and how much time and money went into meetings to align them. That, she says, comes back to the data foundations, which is why she believes you have to start with infrastructure.

She also rejects the split between creative and numerical work. If you can measure something, measure it fully and correctly. If you cannot, as with some top-of-funnel TV campaigns, use logic. She adds that she thinks acquiring a customer is more serious than raising money: that customer lives in your cohorts and retention rates for as long as the company exists. Because customers behave differently in month three, year one and year five, teams are forced to make growth decisions faster than the data matures. Hilbert’s idea is a metric system that gives full visibility into that long journey without waiting six months or a year.

Landing a very large customer early

Asked how Hilbert closed a very large enterprise customer so early, Nazlı credits starting bold, a strong team of four co-founders and her co-founder’s talent for outreach. The breakthrough came from finding an executive who was as frustrated with the problem as she was. Early on, her sales style was education-heavy; after a sales course, she learned to ask about pain: what is the biggest problem you cannot solve, and “give us an expensive one.”

Deep learning as the backbone

Hilbert started from deep learning and machine learning models and built the platform on top, so some customers used the metric system before the platform existed. Customers are mapped onto Hilbert’s schema rather than receiving a custom solution. No single schema fits every business, she explains, but a finite set of vertical schemas can. Hilbert typically asks for three to four years of history, cleans it thoroughly and says it has always found issues in the data.

Enzo notes that SaaS traditionally had no opinion, and AI lets software have one. Nazlı clarifies that what Hilbert changes is the customer’s metric system, including how they define value, risk and inactivity, but its opinion comes from the company’s own history in a closed learning loop. The answer is already in the data; deep learning can connect dots across long journeys that humans cannot.

Deterministic versus probabilistic

Her first differentiator is that Hilbert is not a pure LLM product. Deep learning predictions are deterministic: the same question about the same customer state gets the same answer. LLMs are probabilistic, and she asks whether anyone could deploy hundreds of millions of dollars on a system that changes its mind every day.

Hilbert therefore uses a specific harness in which agents are significantly limited. Early versions let agents define “risky” customers, and the definitions changed constantly: no order in three months, then six, then shrinking baskets or falling contribution profit. She is not persuaded that more context fixes this, and points to an agent declaring month-over-month decline on day 20 of a month, a mistake no junior analyst would make. Hilbert optimizes for trust, with extensive tests, and agents are not allowed to do math beyond rounding; even simple arithmetic runs on the database.

Proving and pricing value

Hilbert does not start an engagement without an A/B test, and Nazlı stresses causality over correlation: if third-order customers retain, does pushing customers to a third order actually create retention? On pricing, she avoids per-seat pricing because everyone in a company should use Hilbert, and offers fixed fees tied to company size and complexity, or success-based arrangements for those who prefer them. Asked whether success raises the bar each year, she says that is growth: the goal is a compounding machine rather than linear or diminishing returns.

What Silicon Valley gets wrong

Nazlı argues that most growth literature comes from Silicon Valley and digital products, and often says paid marketing does not work. For groceries, retailers and QSRs, she says, “all of us have castles built on Metas, Googles,” and you cannot walk away. The real issue is not knowing early what you are acquiring. On creativity, she agrees with Alex Schultz that it is not about pixels but about ideas like a referral mechanic that goes viral, and says Hilbert can act as a thinking partner for those ideas.

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