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20VC Assertion Supported
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 Jun 24, 2024 ▶ 9:47 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
LATENT SPACE Prediction Held up
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?”
David Luan Mar 27, 2024 ▶ 28:05 Why Google failed to make GPT-3 -- with David Luan of Adept
20VC Assertion Supported
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.”
David Luan Jun 24, 2024 ▶ 6:28 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
20VC Assertion Contradicted
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 Jun 24, 2024 ▶ 17:20 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
20VC Assertion Supported
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.”
David Luan Jun 24, 2024 ▶ 24:37 David Luan: Why Nvidia Will Enter the Model Space & Models Will Enter the Chip Space | E1169 · 20VC with Harry Stebbings
MAD Assertion Supported
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.”
David Luan May 28, 2015 ▶ 3:01 David Luan, Dextro // Real-World Video Understanding (FirstMark / Data Driven NYC)
MAD Assertion Partly supported
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…”
David Luan May 28, 2015 ▶ 6:23 David Luan, Dextro // Real-World Video Understanding (FirstMark / Data Driven NYC)
MAD Assertion Supported
In 2015, 300 hours of video were uploaded to YouTube every minute
“Around 300 hours of video, it's probably even more now actually, are uploaded to YouTube every minute right now.”
David Luan May 28, 2015 ▶ 0:40 David Luan, Dextro // Real-World Video Understanding (FirstMark / Data Driven NYC)
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