AI Stack
topic on 10 shows · 14 statements across 14 episodes
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14 statements about AI Stack, every show
Brockman predicts AI stack prices and margins will continue increasing
“And again, I think it's going to keep happening where because everyone has this avalanche of demand that you're going to see prices and margins and all of these things continuing to increase at various levels of the stack.”
Kolter: State-of-the-art AI security combines classifiers, safety training, and opsec
“What they look like is basically classifiers on input. So you'll read what the, what a user types in classifiers on things like tool responses to classifiers. And when I say classifier, I just mean things that will read texts and kind of classify whether or no…”
Sankar: Foundational AI models are rapidly commoditizing
“What I see happening empirically is the models are being commoditized and we're always under pressure.”
Gaskill: Future-proof AI stacks rely on local markdown files
“The real future-proof AI stack is just having those markdown files on your computer.”
Palihapitiya: How to allocate capital across AI silicon, tooling, and physical actuation
“One dollar would go to silicon. One dollar would go to making the machine that makes the machines, and one dollar would go to actuation and energy storage.”
Sacks: US leads China by 6 months in models, 2 in chips
“I think on models, most people would say that we're, our models are maybe six months ahead or so, plus or minus the Chinese models. You look at chips. Maybe two years ahead. You go to the semiconductor manufacturing equipment, it could be like five years.”
Off-the-shelf AI fails because complex architectures require full-stack joint optimization
“We are in, in my mind, Past a system integration view of the world where you simply say, I bring this in here, I bring this in here, I tie them together and do it. I'll give you an example that's very old, ah, from speech recognition and machine translation, l…”
Nadella: Microsoft's AI layers must succeed on their own independent merits
“We have an infra business, we have an app server business, and we have an apps business. Just simplifying. I want those three things to stand for them, their own, on their own merits. We ourselves, of course, want to have the feedback loop across these three l…”
Alternative AI stacks must match state-of-the-art performance to be useful
“Building An alternate AI stack that is not as good as the existing one isn't very useful because people will always evaluate it against state of the art.”
Sinofsky: AI stacks will standardize and licensing choices will become critical
“The licensing model really matters because what's going to happen is that there's going to end up being some level of standardization. Now, I don't know where in the stack or in what level, but there is going to be some level of standardization and the model, …”
Isford: AI stack challenges mirror early data infrastructure stack problems
“A lot of the same problems we saw with that early data stack, we're now seeing evolved or in parallel right with the AI stack today. So data reliability, like, is the data reliable? The same question people are asking for large language models, right? Or is it…”
Horowitz: ElevenLabs' voice model is widely integrated into AI developer stacks
“11 Labs with their voice model has kind of embedded into everybody. You know, everybody uses it as part of kind of the AI stack. And so it's got kind of a developer hook into it, and then, you know, they're going very, very fast to what they do and really bein…”
Volpini: Enriched knowledge graph data forms the foundation of an enterprise AI stack
“Of course, the data that you bring in, it's the first asset, but we have to improve it because otherwise there's no SEO value. But once we improve it, then there is not just SEO value. You have something way more valuable, which is you're going to build your A…”
Appenzeller: AI requires a new infrastructure stack including vector databases
“You need a completely different stack in terms of all the different pieces, right? You probably want VectorDBs to retrieve context. You know, you want different types of hosting providers that are good in hosting these models and providing them to you as a ser…”