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.
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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…”
Luan: Leading AI companies are already lobbying for regulatory capture
“I think I think the move to go pull up the ladder behind them is already beginning. And I think that lawmakers don't really understand this technology at all. And so their default instinct is sort of listened to the most credible source. And usually those cred…”
Luan: AI scaling will not suffer diminishing returns on compute
“The second way of improving model performance is just starting to be tapped now, and that's also going to absorb a boatload of compute. So because of that, I actually am not worried about diminishing returns to the compute over time.”
Luan: Base AI model performance requires doubling compute for consistent gains
“So put another way for just scaling up a base language model you need to double the amount of compute for that language model for it to be predictably consistently smarter.”
David Luan: Pure model scaling will not solve AI reasoning
“But I think pure model scaling does not deliver solutions to reasoning.”
Luan: There will be only five to seven max-scale LLM providers long-term
“I do think there will not be that many LLM players. I think that there will probably be, my guess is somewhere between five to seven long-term steady state LLM providers at maximum scale, just because of the costs involved.”
Luan: Apple will dominate private on-device AI running at the edge
“And so I think as a result, I think Apple is just going to completely crush at everything that looks like something that's really private, something that's fine-tuned on your own particular data, but doesn't require massive reasoning capability. And that will …”
Luan: Developer-focused model sellers must align with clouds or face commoditization
“Companies that sell models to developers will either need to effectively be the like first party effort of one of these big clouds, or they have a short window between now and commoditization to build such a big economic flywheel that they can afford to stay i…”
Luan: In 5–10 Years, Computer Interaction Will Be Goal-Driven
“I just think in five to 10 years, people are gonna use their computers by giving them high-level goals, right?”
Luan: AI will not take all jobs, humans will drive agentic systems
“Like, that's not, I don't think this is how this is going to play out. I think the way this is going to play out is, Is that what we're going to have as humans fundamentally be the drivers of these agentic systems that like that, like basically give everybody …”
Luan: AI will not plateau like autonomous vehicles due to ongoing model breakthroughs
“What's going to prevent this for what I think has a hope of preventing this from just being a hype cycle that falls flat like AB is that those things are, those shoes are yet to drop. And as they do, the capabilities of these models are going to continue to im…”
Luan: Open-source AI will lag closed models over the next five years
“And I think in the next five years, open will always lag closed. And because open will always lag closed, because open just has fewer resources behind them and fewer incentives for people to go to go make things to be open as these things become more and more …”
Luan: AI agents in five years will function like brain-computer interfaces
“Agents in five years time, I mean it's kind of gonna be, like, a non-invasive, like, brain-computer interface, basically. I think that's what an agent will be. Like, all of us are gonna be up-leveled. We're going to, you know, it's gonna feel like the same tra…”
Luan: AI will converge into a universal byte model across all modalities
“Multimodal models are becoming more of a thing, we're behavioral cloning the visual world, but really what we're just going to have is this like universal byte model, right? Where like tokens of data that have high signal come in, and then all of those pattern…”
Luan: Future AI value will shift from base models to agents
“In a world where foundation models are looking more and more commodity. And if, and I think a huge amount of gain is going to happen from how do you use foundation models as like the, like well learned behavioral cloner to go solve agents.”
Multimodal models will completely supplant text-only large language models
“I actually think like it's really clear today. Multimodal models are the default foundation model, right? It's just going to supplant LLMs. Like why did you just train a giant multimodal model?”
Pure-play foundation model companies will be commoditized by Llama and big tech
“I think pure play foundation model companies are just gonna be pinched by how good The next couple of llamas are going to be, and the next, like, what next good open source thing, and then seeing the really big players put ridiculous amounts of compute behind …”
Luan: Training foundation models for robotics via behavioral cloning will work
“One, I'm so excited for someone to train a foundation model of robots. Like, it's just, I think it's just gonna work. Like, I will die on this hill. I mean, like, again, this whole time, like, we've been on this podcast, just continually saying, you know, like…”
Luan: AI cyber attack risk is 10x to 100x larger than disinformation
“I think it's like 10 x larger than the disinformation problem, if not a hundred x larger. In a world where these models are much more easily used as a mechanism for attack than a mechanism for defense, there's gonna be this period of time over the next couple …”
Luan: ChatGPT was just GPT-3 with instruction tuning released a year later
“ChatGPT was really just GPT-III with instruction. It was basically like more chat tuning, but GPT-III API came out, I think, over a year before ChatGPT did, but only developers could play with it.”
Luan: Scaling GPT-2 without architectural changes unlocked three-digit arithmetic
“When we were training GPT-II, we trained GPT-II in various different sizes. And at the smallest size, the model was just, like, unable to do three-digit arithmetic. But as the models got bigger and bigger and bigger, we didn't change anything else. We just had…”
David Luan: AI reasoning must be solved at the model provider level
“I think the general capability of reasoning will need to be solved at the model provider level. And that's because What you're actually doing is you're not just using the model to reason. You are trying to improve the model's ability to reason, which means the…”
Luan: Every major cloud and LLM provider is developing custom chips
“Every one of the major clouds is working on And every major LLM provider is working on a strategy to have their in-house chips because that way they have better margins.”
Luan: Google's TPU team had under 500 people on a shoestring budget
“I think the TPU team when I was at Google was, like, sub-five hundred people and their budget was a shoestring budget, and yet somehow every generation they taped out quite good chips that were then used to train Gemini and Palm and are used by third parties n…”
Luan: Everyone will have an AI teammate at work within years
“I think in a couple years everyone's going to have access to, like, an AI teammate that they can delegate Arbitrary tasks do at work, and then also be able to, you know, use it to the sounding board and like just be way, way, way more productive”
Dextro was the first to offer automated video analysis as a service
“We were the first company to figure out how to get this level of analysis of what's happening in videos as a service.”
Luan: OpenAI and DeepMind pivoted AI research strategy before competitors
“What OpenAI realized before basically everybody but DeepMind was that the next phase of AI after Transformer was not going to be about research paper writing. It was going to be about let's choose a major unsolved scientific problem and just try to solve it.”
Luan: AI will make workers generalists supervising specialized AI co-pilots
“So I think what it's gonna do is it's gonna make humans at work much more like generalists, and it's gonna have, like, causes to create larger and larger, oh, sorry, like or giving people sort of, like, larger and larger scope over various different, like, are…”
Luan: Enterprise AI adoption will play out over a very long timeline
“We're going to be on this adoption curve for enterprise AI for a very, very long time.”
Luan: Product-model co-evolution will drive AI progress over next years
“The number one driver of AI progress over the next couple of years is going to be the deep co-design and co-evolution of like product and users for feedback and actual technology.”
Altman and Luan pitched Microsoft's top leadership before the OpenAI investment
“The last meeting we did with Microsoft, Before Microsoft invested in OpenAI, Sam Altman, myself, and our CFO flew up to Seattle to do the final pitch meeting. And I'd been a founder before, so I always had like a tremendous amount of anxiety about partner meet…”
Luan: Single piece of human feedback boosts LLM coding solve rates 20-30%
“In the process of solving a particular task, if a human gives the language model one piece of feedback, like you're writing code and you forgot to import the Python OS library, then the solve rate for these problems would jump up like 20, 30%.”
Enterprise deep learning will remain vertical before converging horizontally
“In terms of where we're going to see it In industry, it's likely to be still in a kind of vertical by vertical system for a little while before we start seeing a little more convergence.”
Brockman and Sutskever handed Luan their direct reports to do IC work
“I think second or second or third day of my time at OpenAI Greg and Ilya pulled me in a room and were like, hey you know, the you should take over our directs and we'll go mostly do IC work.”
AlexNet halved state-of-the-art visual recognition error rates in a single year
“Krzyzewski's work on ILS VRC, which is the ImageNet Large Scale Visual Recognition Challenge, where in one year, essentially they blew away the previous state of the art with a deep convolutional neural network by about, like, half of the final error rate on t…”