George Sivulka is the co-founder and CEO of Hebbia. When asked whether new startups like Cerebras or established players will capture the non-Nvidia inference market, he predicts incumbents will win.
“I think it'll probably be large tech providers and AMD.”
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More from George Sivulka
Opinion
Sivulka: Retrieval Augmented Generation (RAG) does not work at all
“That's a bit of a plot twist over here. We, I actually don't think RAG works at all.”
George SivulkaJan 22, 2025▶ 21:26George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
Insight
Sivulka: Great founders have messed up childhoods, are gay, or adopted
“You can bucket great founders into three backgrounds. The most common is that you have kind of a messed up childhood. The second most common would be, ah, you're gay, and the third most common would be you were adopted. Look at like a list of all-time greats. …”
George SivulkaJan 22, 2025▶ 0:00George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
Opinion
Sivulka: ChatGPT is a poor product that acts like a calculator
“I don't even think ChatGPT is a really good product. It's like a calculator. It's got the technology in there encapsulated in a very simple form. But it's not a product that, like in Excel, that lets you just build whatever you'd like with it.”
George SivulkaJan 22, 2025▶ 10:53George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
Opinion
Sivulka: 90% of enterprise AI is vapor and usage stats are fake
“I think, like, 90% of enterprise AI right now is almost like this vapor where, hey, we swear it works, like, look at this amazing demo where we ask, What does the CEO say about the investment? And the minute that they actually go to, you know, try to use it in…”
George SivulkaJan 22, 2025▶ 24:18George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
Opinion
Sivulka: Satya Nadella is wrong about business apps collapsing into agents
“I actually don't agree with that at all. I think he's completely wrong. I think it depends on how you define a business app. But I actually think that if the new business apps are platforms, you'll, you'll actually start to see those platforms really take hold…”
George SivulkaJan 22, 2025▶ 26:50George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
PredictionNot checkable as stated
Sivulka: Agentic AI will generate over 50% of global GDP within decades
“I ultimately, genuinely believe that more than 50% of the GDP will be contributed by what you can call agentic applications in the next few decades, yeah. I actually think it'll happen faster than the next few decades.”
George SivulkaJan 22, 2025▶ 29:57George Sivulka, Co-Founder & CEO @Hebbia: The Future of Foundation Models | E1250 · 20VC with Harry Stebbings
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