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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LATENT SPACE Assertion Not checkable as stated
Conover: AI model developers are absolutely overfitting to public evaluation benchmarks
“And I think the work around over, you know, overfitting on the test, I think is like that. 100% is happening.”
Mike Conover Jun 11, 2024 ▶ 58:21 How AI is Eating Finance - with Mike Conover of Brightwave
LATENT SPACE Prediction Not checkable as stated
Conover: Economic incentives to pre-train commodity foundation models from scratch are diminishing
“The incentives, the economic incentives for companies to train their own foundation models, I think, are diminishing. So the, like, window in which you are the dominant pre-train, and let's say that you spend five to forty million dollars, you know, for like a…”
Mike Conover Jun 11, 2024 ▶ 58:37 How AI is Eating Finance - with Mike Conover of Brightwave
LATENT SPACE Prediction Not checkable as stated
Conover: The next generation of AI innovation requires specialized tuning data
“And I think the cost of producing instruction tuning and fine tuning data that creates specific kinds of behaviors, I think that's probably where the next generation of really interesting work starts to happen.”
Mike Conover Jun 11, 2024 ▶ 1:00:33 How AI is Eating Finance - with Mike Conover of Brightwave
LATENT SPACE Assertion Partly supported
Conover: Labor flow networks predict next-quarter S&P 500 market cap changes
“We demonstrated that five hundred million jobs transitions can be hierarchically clustered as a network of labor flows and in our predictive next quarter S and P 500 market gap changes.”
Mike Conover Jun 11, 2024 ▶ 2:22 How AI is Eating Finance - with Mike Conover of Brightwave
LATENT SPACE Assertion Not checkable as stated
Conover: AI companies hire systems engineers, traditional software hires AI talent
“All of the traditional software companies are trying to hire AI talent and all the AI companies are trying to hire systems engineers, and that is 100% the case.”
Mike Conover Jun 11, 2024 ▶ 8:08 How AI is Eating Finance - with Mike Conover of Brightwave
LATENT SPACE Assertion Not checkable as stated
Conover: Commercial LLMs struggle to generate 5,000 output tokens in one generation
“There is a characteristic output length for these models. Let's say it's about 1200 tokens. Like it is very difficult to get any of the commercial LMs or LLAMA to write 5000 tokens.”
Mike Conover Jun 11, 2024 ▶ 14:33 How AI is Eating Finance - with Mike Conover of Brightwave
LATENT SPACE Assertion Supported
Conover: One-year patient adherence rate for Ozempic is only 35%
“Or for example, that adherence rates to a Zenpec after a year, just 35%.”
Mike Conover Jun 11, 2024 ▶ 17:42 How AI is Eating Finance - with Mike Conover of Brightwave
LATENT SPACE Assertion Not checkable as stated
Conover: Databricks' Dolly model was never state-of-the-art, but proved a concept
“DALI was never the best open source model, but it demonstrated a new, Something that was not obvious to many people at the time. Yeah, but we always were clear that it was never state of the art.”
Mike Conover Jun 11, 2024 ▶ 1:03:33 How AI is Eating Finance - with Mike Conover of Brightwave
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