Eiso Kant
17 statements across 1 episodes · 8 bullish · 1 bearish · 1 people on the record · first statement Oct 7, 2024 by Eiso Kant · said 4 times in 1 episodes since 2022 · across every show →
On the record as a speaker too: Eiso Kant's record, appearances and statements → this page counts the times other people say the name.
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brought up most by Harry Stebbings (4)
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Everything said about Eiso Kant, oldest first
Oct 7, 2024 neutral
Oct 7, 2024 neutral
Kant: $100B is merely the starting price to become an AI hyperscaler
“If you want to become a hyperscaler that is able to put data centers all over the world with GPUs in it that is, that are going to allow you to serve these models to everyone, an infrastructure player, that's probably it. And that's probably just a starting po…”
Oct 7, 2024 negative
Oct 7, 2024 positive
Oct 7, 2024 positive
Kant: Elon Musk repeatedly built companies that shouldn't have existed
“I think Elon is one of the most impressive examples of someone who has done this For such a prolonged amount of time, at moments in time when the entire world, you know, refused to align around his view, I think there's companies in the world that get built be…”
Oct 7, 2024 bullish
Oct 7, 2024 positive
Oct 7, 2024 neutral
Kant: Data Centers Built in Two Years Will Look Radically Different
“The data centers from, you know, two years ago versus the data centers in terms of size and power requirement that we're going to see in the next two years look radically different, not just because the scale of number of servers and nodes that we're interconn…”
Oct 7, 2024
Eiso Kant: Capital scales AI compute directly, but not talent or data
“What we are going to find is that for compute, dollars have a direct one-on-one effect. But when we look at data, when we look at proprietary applied research, and we look at talent, It is not as straightforward as dollars in magic, you know, success out on th…”
Oct 7, 2024 bullish
Kant: Poolside is generating intermediate developer reasoning data to unlock software AI
“The missing data set in the world to go from where models are today to being as capable as humans at building software is the data set that represents being given the task, all of your intermediate reasoning and thinking, the steps that you do, the code that y…”
Oct 7, 2024 positive
Oct 7, 2024 neutral
Oct 7, 2024 neutral
Kant: Internet has 3T usable code tokens vs 15T English text tokens
“Usable code for training is what we refer to as about three trillion tokens. And if you look at kind of usable language in English on the internet for training, we're talking about anywhere between 10 and 15 trillion tokens. There's a massive amount of code th…”
Oct 7, 2024 bullish
Oct 7, 2024 positive
Kant: Elite tech talent willing to make extreme sacrifices exists worldwide
“I have found no shortage of people in Europe that, or in America, there's a stereotype about Europe But the fact of the matter is that people who want to join races and do truly their life's work, they're built differently, and you can find them all over the w…”
Oct 7, 2024 neutral
Oct 7, 2024 neutral
Kant: Full AGI is far off, but specific high-value capabilities will arrive first
“At some point we are going to be in a world where across all sets of capabilities that we have as human beings, Machine intelligence is going to be as capable and if not more capable than us and surpass us. Now, our point of view is, is that that world is stil…”