Conover: Databricks' Dolly model was never state-of-the-art, but proved a concept
“DALI was never the best open source model, but it demonstrated a new, Something that was not obvious to many people at the time. Yeah, but we always were clear that it was never state of the art.”
Isenberg: Productized Services Will Fall Flat as AI Tools Replace Service Providers
“And I think that's where a lot of productized services are going to fall flat. Is there going to be a service that of course provides some value, but I think that in an AI generated world, like people are looking for partners, not service providers because ser…”
Zaharia: Databricks created Dolly by cloning Stanford's Alpaca approach
“Dolly is partly based on this great result from some other faculty members at Stanford called Alpaca, where they tested a way to, you know, basically they use the model to generate a bunch of realistic conversations, and then they use this to train another mod…”
Zaharia: Small models excel at creative generation but struggle with factual recall
“It's surprisingly good at just freeform, like kind of fluent text generation. So you can tell it to like create a story or create a tweet or create a scientific paper abstract, and it does a pretty good job at that. And before that, whenever I talked to my, yo…”
Zaharia: Core LLM technology is commoditizing rapidly and becoming much cheaper
“The thing I can say for sure, especially, and Dolly and like other, you know, results like this really highlighted is it does seem that the core tech is getting commoditized very quickly. So just, if you just want to run, you know, something like today's chat …”
Dolly raised a $10M Series A and takes a 20% cut
“Yeah, so we've raised ten million bucks through a series A, and the way that people pay us is that they sign up, they use the app, they, we take a 20 percent-ish cut, depending on the job of everything that happens within the network.”
Dolly was valued around $50 million in its Series A
“The range, let's, in the fifty million range.”
Dolly leverages pickup truck owners to avoid competing for Prius drivers
“And a lot of them are, and I'm confident Dolly will be one of them because of the unique asset that we're leveraging, which is pickup truck owners instead of Prius owners, which if you look at Postmates and Instacart and all these other companies, they're all …”