model

“When you do, like, you know, five, 10 trades a day based on intuition, sooner or later you realize the world doesn't work on the intuition, so you need somehow to plan it in a better way rather than your intuition.”

“These models make things up with very high confidence.”

“We're going to stop referring to it as AI. We're just going to think about it as tools. I think I'm really looking forward to the moment in time where there's no discussion around AI in the same way that today we don't discuss the Internet as a thing. It's jus…”

“There is no such thing as an unbiased model.”

“I think it's how consistently the scaling of models has worked. It still breaks my brain. Like I don't, maybe I've been, if we've, I've watched the same trend line for six years now, but I still find it incredible that you can make these models bigger and they…”

“It's like you need data for every scenario where you want these models to reason well in, You just need to overwhelm them with data in all those scenarios, and you're gonna get models that can reason really well.”

“I think the vertical integration piece is gonna matter in the sense of you can't have a separate team running the data center and a separate team building the model. That is just not gonna work as these models get bigger and bigger. You need to deeply couple t…”

“We are gonna try our hardest and believe we will succeed at making our models better and better and better, and if you are building a business that patches some current small shortcomings, if we do our job right, then that will not be as important in the futur…”

“Well, two out of the top five models in the industry are Salesforce models, Salesforce builds a lot of models.”

“So rather than using eight chips, we'll use 600 or 3000 for a model.”

“I think models over time get more different rather than more similar.”

“That, that's still a very human problem that I think we're at least three years away from the models being, being solving at that level of abstraction.”

“So historically, Models don't really keep much of an advantage because they're so easy to distill.”

“I think that the two people who have, the two categories in the stack that didn't meaningfully exist at scale in SAS and cloud land that exists now are the GPUs, which is all Jensen and the models. Neither of those kind of categories even existed. And obviousl…”

“The unit economics in most of those cases that you mentioned is pretty, pretty poor, but I think the strategy is that yes, one, the models will optimize in cost, and then two, they will be the brands that customers trust, and then they can actually use a lot o…”

“From the perspective of, say, five or 10 years from now, the people selling cloud computing to the people who own the models will probably not make as much money as the people who own the models.”

“So if you are the incumbent, you have an advantage because people are designing their models for your hardware. It doesn't even matter if there's a better architecture out there. It's not going to run well, so it's not a better architecture.”

“And so I think beyond being like a yardstick to test your conviction, models aren't that useful, but for that, they're really, really good.”

“People really want the problems to be solved, like sort of somewhere else, like in the model or in the gateway, but more and more we see it's the harness that solves these problems.”

“The margin profile of the models is definitely worse than the applications.”

“I mean, I think to be fair, unlike some of the other PDOOM stuff, right, there's real evidence that the impact of these models on cyber risk has been massive.”