AI applications

“I think the progress of AI applications in utility for society will go on a steady pace based on technical capability and entrepreneurial interest in it, not what Wall Street or investors think about it.”

“The best applications just haven't even been invented yet that You know, we, you know, we're still at, like invention of electricity kind of moment, or invention of the computer, where we don't really you know, we don't really know what the coolest things are …”

“Like, I think there can be a lot of high fructose corn syrup of adoption. Like, there's an amazing magical moment in a wow, right? When you go experience ChatGPT for the first time, or some of the imagery models for the first time. The rate of adoption of, lik…”

“I think in the arc of time if it is a shift like the internet was in many ways the applications, Which might not look like an applications, right, in the way that we think of them, but might look more like, you know, this control center idea will have profound…”

“So in that sense, AI infrastructure may be well suited for companies that can invest billions of dollars ahead of time in building big data centers. The applications on the other hand, I think that sort of rapid feedback loop and kind of creativity is really w…”

“The focus on hardware and models and not enough focus on the applications of AI. I think many of the defining companies in AI will be delivering consumer and business solutions that happen to be powered by AI, not just the models themselves.”

“Salesforce was rebuild Siebel in the cloud, and it was fun, and we made a lot of money, but you're right, somewhat boring. What is really exciting now is you're not just talking about rebuild Salesforce exactly the same, but with a slightly modern UI. You are …”

“SaaS applications will give way to AI applications, the difference being SaaS applications have no opinion, AI applications will have opinions. That's a fundamental rethink we need from a workflow perspective.”

“My rule of thumb is that in the next three years, we'll probably have half the people in GNA type activities in companies. Things like marketing, things like finance, things like HR, because there's a lot of process management there, and a lot of process manag…”

“I do think that like, it's impossible for one layer to capture all valuable memory because the apps own so much important context that the model labs don't have. And they, the model labs in order to get this to work, they'll have to incentivize the apps to, li…”