The Ledger, every show
Every statement that passed quotation and attribution checks, across all 44 shows. Pick shows below, then mix any filter with any other.
shows 




every show 44 of 44
AI Existential Risk Warnings Are Driven by Publicity Seekers
“I fully agree with Jan and not just because he was my boss at Meta, but I think if you really understand how machine learning works and you're not looking for free publicity, I don't see why you would say something like that, that, that getting more intelligen…”
Proposed EU AI Regulation Would Make All Existing LLMs Illegal
“One of the percent of the LMs that were trained these last three years would be illegal in Europe.”
A New AI Paradigm Will Displace Notion and Google Docs
“It probably something will come and destroy Notion and Google Docs and all of them with a totally new paradigm that is made possible by AI, and certainly these incumbents won't do it.”
AI Pause Petitions Are Cynical Attempts to Block Competitors
“It looks to me that the people who are proponent of this pause or to more regulation Are the ones who feel that they are in advance. And so it's like a way to say, guys, let us, we are in front. I don't want more people to start the race.”
Epic Systems Spent Millions Lobbying to Block US EHR Interoperability Laws
“Epic spent billions to millions to try to block, but it finally was after, I think, 20 years of battle was passed”
France Produces Great AI Engineers but Sucks at Scaling Companies
“In France, we are really good in we have very good AI engineers, machine learning engineers, because the education system is free, is very focused on mathematics. So we produce lots of good engineers, but we suck at growing companies.”
Europe Is 10 Years Behind the US and China in AI
“Europe is probably 10 years late compared to U.S. And China, and with a new regulation, we are probably going to take 50 years more.”
Lebrun: AI-native startups will displace incumbents across all industries within five years
“I think AI will enable a new generation of players in every industry that will kill the incumbents eventually.”
Alex LeBrun: AI Paradigms Will Eventually Displace Notion and Google Docs
“Probably something will Come and destroy Notion and Google Docs and all of them with a totally new paradigm that is made possible by AI.”
Founders Must Add or Remove 'AI' From Pitch Decks Every 3-4 Years
“As an entrepreneur, the only thing you need to know is when to add or remove AI from your deck, and it would change about every three or four years.”
Lebrun: AI application startups are not merely thin layers over LLMs
“So I think it's really not fair to think that any AI application on top of LLM is just a thin layer.”
No AI Models in Use Today Will Be Used in One Year
“Absolutely agree with that. You know, will you drive the car you drive today in 10 years? I don't think so. And 10 years in car industry is like one week in machine learning gravity zone. And so there is, of course, there is so much progress so fast That I don…”
Lebrun: Startups with billions in funding can match OpenAI's capabilities
“I think a new startup with enough talent and enough money, and when I say enough money, I'm talking about billions, just to be clear, then I'm sure you can do as, at least as well as OpenAI.”
Incentives and Legal Fears Kept Google and Meta From Leading LLMs
“Nobody could predict that LLMs would be so useful and powerful before you train one at this scale. And who in the Google org chart had the incentive to invest five hundred million dollars and just to see this without any business benefit for the company? If yo…”
Lebrun: Open-source foundational AI models will win over closed models
“Open, obviously. You know, LLM are AI in general is an infrastructure in the future, and like every infrastructure, I'm just paraphrasing Jan, but is, is open. Open wins always with infrastructure. And so obviously I think the financial, the foundational model…”
Open-Source LLMs Are Not Inherently Explainable or Transparent
“Even an open model trained with open data, to me, is not that open, because when you have, like, three hundred billion parameters, and it's a huge black box, you don't understand why the output is what it is, is it really open? And so, I'm just putting a littl…”
Lebrun: Training LLMs on Curated Data Does Not Guarantee Trustworthy Outputs
“Even if you feed an LLM with curated data, you don't, it does, it's not guaranteed that the output will be will be good, will be perfect, that you can trust the output. So, feeding an LLM with trusted data doesn't make the output trustable because of how LLM w…”
Nabla Uses Chrome Extensions to Extract Data From API-Less EHR Systems
“At Nabla, you know, we use things like Chrome extensions to get the data from the browser. There is no API. We don't care.”
Lebrun: Healthcare AI startups fail by focusing on patients over doctors
“I think the mistakes that many AI startups are doing in healthcare, and what we did initially at Nabla too, is we focused directly on the patients.”
Lebrun: Healthcare startups must identify who pays before defining the problem
“In healthcare, even starting with a problem is not enough. Start with who is paying, and then How you do frame the problem for this person to pay, and then what is the solution for this problem eventually?”
Lebrun: Believing AI chatbots are conscious is a persistent illusion
“It's that they think it's conscious, and they are influenced by the form, like, oh, perfect answer, the perfect form, and it's a chatbot, it's, it answered my question, and it's, and influenced by the form, they make conclusion on the deep inside, you know, of…”
Alex LeBrun: LLM Capabilities Could Not Be Predicted Before Scaling
“The reason is nobody could predict that LLMs would be so useful and powerful before you try to run at this scale.”
Mark Zuckerberg Cancels Meetings Missing 24-Hour Advance Prep Memos
“He prepared really well every meeting, so you have to send in advance, like a short note about why, what decision you are expecting from him. If you fail to send his document, 24 hours, you know, by the minute before your meeting gets cancelled.”
Serial Founders Face Deference Traps That Cause Uncorrected Early Mistakes
“Starting my third company after two exits, I felt like my investors were always agreed, my team always agreed people around us, and so I wasn't challenged enough, and we made some early mistakes that probably were not challenged enough.”
VCs Are Late to Realize Proprietary Data Moats Are Diminishing
“I think VCs are always one train late. So proprietor, having a lot of proprietary data was very, very important for the last cycle five years ago. Maybe it's less and less true.”
Lebrun: Doctors spend an average of 49% of their time on administrative tasks
“Doctors spend on average 49% of their time doing this kind of administrative task, as opposed to caring for patients.”
A Single Clinical Action in an EHR System Required 227 Mouse Clicks
“I checked the other day, there was one specific clinical action that took 227 clicks, mouse clicks, to be performed in the system.”
Lebrun: WHO projects global shortage of 18M clinicians by 2030
“The World Health Organization says that we are missing eighteen million clinicians by 2030.”
Lebrun: AI founders no longer need to be in Silicon Valley
“The talent is very, very distributed. It will get more distributed, and I think you should get close to your customers.”
Lebrun: Lack of Privacy Regulations Gives China Major AI Data Advantage
“So, so China, they have, like, a key advantage that, like, there is no GDPR or very few regulation internally and so the data quality they have and the amounts, both the quality and quantity of data is incredible in China.”
Lebrun: Strict Immigration Restrictions Will Eventually Harm US AI Dominance
“Immigration may be laws, may be something that will be a problem eventually in the US because the talent is so distributed with the new, you know, you can learn deep learning very easily from everywhere in the world on a tablet today, and it will be more and m…”
Andreessen Horowitz Held Zero Board Meetings and Responded in 20 Minutes
“Personally, you know, I worked with Andreessen Arvitz with my previous startup. It was incredible because they never call. They never ask for anything. We didn't even have board meetings. And when I, every time I need something, you know, 20 minutes I get huge…”
Lebrun: Founders Need VCs Who Are Ex-Entrepreneurs, Not Former Bankers
“10 years ago, VCs in Europe were all from the financial industry, you know, there is nothing about financial industry, finance in being a VC, a little bit, of course, but it's mostly about entrepreneurship, and so 10 years ago, all the VCs I was working with i…”
Lebrun: AI Will Replace Humans for Macro Operational Decision-Making
“I also think that at the higher level, decisions that require a big picture of the data, you know, large, large view will be taken by AI, not by people.”
Alex Lebrun: AI progress is continuous, not discontinuous step functions
“So from the outside, from, for the general public, it looks like a very big step function with huge advancement every 10 years. I think from the inside, it's much more continuous.”
Lebrun: Companies will continuously switch between LLMs to remain competitive
“It's how it will work, of course. You have, you know, every two weeks, incredible things coming out of research, and if you just assume it's a static, in a year from now, your product will be very dumb compared to your competitor's products. Or more expensive …”
Lebrun: LIMA fine-tuned on 1,000 examples beats GPT-3, rivals GPT-4
“Three weeks ago, there was a paper about Lima. So, so this Lima paper shows that with only 1000 question and answer examples, so very, very small data sets they get something for, use for fine tuning, so the second stage, they get something that performs bette…”
Lebrun: Three out of four doctors suffered burnout symptoms in the last year
“Three out of four doctors have suffered from burnout symptoms in the last year.”
Lebrun: AI assistants will cut emergency call response times to 20 seconds
“And it will be faster too. So it's a win-win, you know, to be like maybe 20 seconds instead of one minute and with more empathy.”