Ravikumar: Foundation model deals do not make sense for Sierra's fund size
“We think that they are critical to helping enterprises really adopt AI in the long run, but this is a good example of those like one-off exceptions that we'll do. We think there's an opportunity in the foundation model space, but it's just not something that r…”
Ramaswamy: Chinese open-source AI parity is a net positive for Western innovation
“So from a macro perspective, I would say that that is actually a positive because Mistral is going to figure out how to reverse engineer all of this stuff, stuff, and go one step forward, which will be good for Europe. And Reflection will figure out how to do …”
Poolside and Reflection are building clusters with massive B200 GPU deployments
“They're companies like Poolside. They're building out tens of thousands of B-two hundred, GB-two hundred chips. You know, there's other folks like Reflection who are who are building out. Tens of thousands of B 200 chips.”
Weatherhold: Reflective Statements Empower Partners Better Than Asking Questions
“Once you get more comfortable with offering reflections instead of questions, What ends up happening is that you provide the person on the other side of that conversation with more power. You also provide them with an opportunity to speak to things that they l…”
Parrish: We learn through reflection on experience, not from experience itself
“My belief on this is that we don't learn from experience. We learn through reflection. So we have an experience, we reflect on that experience, and from that reflection, we draw abstractions or relationships, and those abstractions and relationships become An …”
Parrish: Ask domain experts how they think, not what to do
“Reflection is the work of learning. I honestly, I think of it as that. And if you think of it as that, it changes the questions you ask other people too, because it now you're not asking other people what to do. You're asking them to basically open their mind …”