AI Talent

“Now we're seeing three bands of compensation. We're seeing the regular human beings, then we're seeing the AI guys, and then we're seeing the one to five superstars that we're talking about, right? That I have to that I have to find a seven figure package for …”

“I think that really the difference here is like everything here is like just so compressed. So that mobile moment was, Two years, maybe, you know, where, like, there's no mobile engineers, then there are, like, mobile boot camp, mobile engineer boot camps, all…”

“I think the strategy is corner the world's talent in AI and win period.”

“But if you now start to talk about, okay, AI talent, ML talent top people are sought after, you know, way more than ever before. And also the pay scales have completely changed and not just from the model companies, but even from startups, because, you know, s…”

“And as these companies scale and they have to create more differentiated products, I think having AI talent is going to matter again.”

“I don't think it becomes that productive to put a bunch of AI superstars all together in a room without the execution machine, without the social glue.”

“If you have too much talent and not enough compute, you're wasting your time, so usually like an equilibrium between those two pieces.”

“If you're a 25 year old recent grad from an elite university who is perceived to be an AI expert, you can get a fifty hundred million dollar pay package right now. And if you are a brand name that everyone recognizes your name, you can get a billion dollar pay…”

“He has a different incentive, which is that he's trying to bring in all the talent in the world that he possibly can in AI. And to me, when I first saw this memo, it felt sort of like a response to sort of some of the stories that you hear that some people are…”

“I generally think like what Dave said, that it's much more likely this is just like the iOS displacement over again. And like the next generation of comp gets way more reasonable again.”

“Talent is cheaper than GPUs by a dramatic margin, and At the end of the day, it's like, okay, if we're spending this much, they go to the room and they stare in the mirror and you're like, wait, it might not actually be that ridiculous to spend this money on t…”

“Getting the best talent is important. I think it's getting easier over time. I think it's because every major Company building in AI, the foundation models, is making it easier to fine tune, making it easier to bring your data, which becomes a moat, to be able…”

“So I think we're gonna see something similar happen where we're gonna have pools of AI talent and pools of human talent, and the very best of each is gonna rise to the top, and it's gonna be a really low conversion rate on both, which is probably how it should…”

“The problem that we have is we don't have landing spots for them. And we have to therefore create the industrial labs. And you know, if I was to signal to people, I'm reasonably confident that will happen.”

“Like the most extreme offers that you get is like people are going to pay Sell it like government is going to pay salaries for three to five years. For your top AI talent. Like, they're gonna do that.”

“I do think that AI talent is the exception because it's the only scarce talent in the world right now.”

“If you believe, as I do, that all the value is going to accrue to the top five players anyway, what you'd expect is that, like, on some non-zero timeline, but in the next few years, all the talent that got excited about these startup opportunities and went fly…”

“The only small-scale acquires that we are seeing take place currently is acquisitions where there is incredibly desirable AI talent within the startups, and incumbents are purely acquiring those companies for that AI talent and integrating them into their exis…”

“The talent is very, very distributed. It will get more distributed, and I think you should get close to your customers.”

“If you think about where the best talent in AI is right now, I think it's open AI. And then I think everyone would tell you it is Google and Facebook and Microsoft and Amazon. And maybe there are folks that have kind of dripped their way into the startup ecosy…”

“I also see every day people breaking off from these companies and just applying their knowledge to all sorts of other industries day-to-day and starting their own companies, and so Talent is like not that concentrated, actually, and there are all sorts of grea…”

“Proprietary data pools and AI talent are the new natural limited resources. They are the new oil and gold, if you will.”