Model Builders
topic on 4 shows · 5 statements across 5 episodes
Lenny's Podcast 
A Product Market Fit Show 
Sourcery 
20VC
5 statements about Model Builders, every show
Feldman: Nvidia uses investments to pressure clouds and builders against rival chips
“There are ways for NVIDIA to use their balance sheet to limit competition, right? That if they invest in, in a NeoCloud, right? The NeoCloud is less likely to use a non-NVIDIA chip. If they invest in a model builder there's pressure not to use other people's c…”
AI model builders demand perpetual data licenses to enable continuous model retraining
“One of the things we've seen is for high quality data, the model builders don't want to part with it. It's not the, we train once, we don't need the data ever again. It's we train once and if it's good, we want it forever because if we retrain our models from …”
Training data value scales with its generalizability across tasks and environments
“And the more generalizable it is, the more valuable the data is. So our job is to provide the most valuable data to model builders that accomplishes the goal of making the agents as useful as possible for their end users.”
Frontier AI builders demand real-world tool-use and trajectory data
“Evolving the use cases to also follow what the model builders want, which is they want more. They want more real-world tool use and trajectory-based data as well.”
Luan: Vertical integration pressure will merge model builders and chip makers
“That's my expectation. To me, like what's interesting about AI from a business side, right, is like it forces the question of like, what Companies or offerings are going to be bundled or integrated and which ones are going to get unbundled. And I actually thin…”