“I don't think that it's a mass firing happening next week. It's more incremental productivity boosts happening over the next six, 1224 months.”
quote is from the automated transcript, cleaned for reading:
filler sounds and stutters are removed, nothing is rephrased. names can be misheard
(the analysis reads context, assessments check outside sources). how →
More from Christian Kleinerman
Insight
Kleinerman: AI hallucinations are features, not bugs, in creative fields
“What in. Other industries we would call a bug or a hallucination. In the creative world, there are features. They're, so it's a goodness to come up with something that has not been done before, or it's a mix and match of existing things. So creative industries…”
Christian KleinermanSep 22, 2023▶ 7:00Christian Kleinerman: Do OpenAI and Anthropic Have a Sustaining Moat? Who Wins the AI Wars? | E1063 · 20VC with Harry Stebbings
PredictionHeld up
Kleinerman: Web data policies for AI training will shift within 12 months
“I think all of this will shift. In the next six, 12 months, this is all starting already, because in the same way that search changed the rules of engagement with public data, Gen AI is doing the same thing, and the companies that are behind that data are doin…”
Christian KleinermanSep 22, 2023▶ 14:19Christian Kleinerman: Do OpenAI and Anthropic Have a Sustaining Moat? Who Wins the AI Wars? | E1063 · 20VC with Harry Stebbings
AssertionNot checkable as stated
Kleinerman: Seven-person startups can match OpenAI and Anthropic for specific uses
“We've seen companies that with Seven employees have creating models that are comparable for some use cases to what OpenAI or Anthropic do.”
Christian KleinermanSep 22, 2023▶ 16:47Christian Kleinerman: Do OpenAI and Anthropic Have a Sustaining Moat? Who Wins the AI Wars? | E1063 · 20VC with Harry Stebbings
PredictionNot checkable as stated
Kleinerman: AI foundation models will commoditize until the next architectural innovation
“These are strong words, but I think they're getting commoditized until the next big innovation comes and you allocate some more value to the model.”
Christian KleinermanSep 22, 2023▶ 17:01Christian Kleinerman: Do OpenAI and Anthropic Have a Sustaining Moat? Who Wins the AI Wars? | E1063 · 20VC with Harry Stebbings
Opinion
Kleinerman: OpenAI and Anthropic are effectively research companies, not software platforms
“Probably the opening eyes and Anthropics are continuing their innovation, which those are effectively research companies.”
Christian KleinermanSep 22, 2023▶ 20:04Christian Kleinerman: Do OpenAI and Anthropic Have a Sustaining Moat? Who Wins the AI Wars? | E1063 · 20VC with Harry Stebbings
PredictionNot checkable as stated
Kleinerman: Data-rich incumbents will win the majority of AI value
“I would bias towards incumbents that have the data. So I would say, think of all the data that a company like Google has. Or that's public data, or not semi-public, but a lot of user data, or think all the private enterprise data that a company like Snowflake …”
Christian KleinermanSep 22, 2023▶ 32:27Christian Kleinerman: Do OpenAI and Anthropic Have a Sustaining Moat? Who Wins the AI Wars? | E1063 · 20VC with Harry Stebbings
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