AI

“And so I sort of just, I mean, I just kind of think like with all of the attention and all the buzz and hype around like metaverse and web three and crypto and DeFi and VR, we kind of stopped paying attention to AI.”

“All of the systems that we're looking at now are no more intelligent than a calculator. You know, a calculator can do mass much quicker than you, but we don't think it's intelligent. It doesn't know what the mass is.”

“Problems that are where you can tell the computer the rules, and you can give it a score so it knows whether it's doing well, which is what you got with AlphaGo. It would be very difficult to do that writing a novel, because there's no set of rules, and there'…”

“So all this stuff I read about how Netflix is using algorithms and software and artificial intelligence to work out what shows to commission, it's all bullshit. You're not paying somebody twenty million dollars a year if you've got a machine that tells you wha…”

“And now, of course, I'd be surprised if there's any company in tech that doesn't have 200 AI projects. Or that isn't based on AI. This has basically just become a universal thing throughout the whole software, the software industry, and most other big companie…”

“And as the error rate goes down, you get this philosophical conversation, which is what gets you to AI risk, where people are saying, look, you throw another hundred X more compute and 200 X more data at it, and the error rate goes to 90 X percent, 99.98%. At…”

“The more narrow the product get and the more expert the user, then the more visible the app, the errors.”

“Well, so the sort of meta observation we were chatting about earlier is that this is moving massively faster than most recent things in tech. Cause no one needs, you don't need to buy a new device. You don't need to learn any programming language. Like, well, …”

“I don't think the future of productivity is seeing more columns in Excel. I think it's having an AI that builds the model for you.”

“We don't have any kind of equivalent mathematics or any kind of equivalent chart that we could draw that says, well, AI is there, and we're here, and LLMs are in this place, and this is how fast it's going, and if it grows at the current rate, it will hit huma…”

“This is a study from McKinsey, which is, you know, how many people in big company management have at least tried this? And the answer is like, 70, 80, 90%, depending on industries. But people using it for work is sort of three, four, five, maybe 10%.”

“I think regulating AI, quote unquote, is the wrong level of abstraction. To me, that's like saying, well, look, you know, FTX did all this fraud with spreadsheets, so clearly we need to regulate spreadsheets.”

“I said, in a sense, all AI questions come into, fall into two categories. The answer is either how does every other platform shift work, or we have no idea.”

“Well, there's industries where the obvious and early use cases are more concentrated, and that is to say, it's easier to see this if you're writing a lot of software, and it's easier to see this if you are in a field. That does a lot of text and image based br…”

“No one actually needed a five G strategy unless you were like a railway company or something, but like a CPG company, you didn't need a five G strategy. Whereas with AI, you probably do, but it's a lot more difficult even to explain or understand what we mean …”

“If you make something cheaper and easier and more accessible, then quite often you have more people doing it, not fewer. If suddenly anybody can produce a beautiful, can produce can make a poster with fonts, that doesn't mean you have fewer graphic designers. …”

“Screwing up with a computer is not new. This is my point. Ruining people's lives. This is kind of the kind of mistake that the AI dealers make is like, we haven't had computers before. We've never before have we had computers that were making decisions and cou…”

“It seems to me like the Occam's razor is, if you can't guarantee it's right, then it's features. It has to be wrapped in something that can manage or control or shape expectations or something around what it is that this is doing, because you can't just use it…”

“Things go from AI to smart To just software. There's a period in between where it's smart, and then it's just software.”

“It just, like, it just disappears. You don't think about it anymore. You know, when's the last time you did autocorrect? You know, you don't, you just, it just happens. When's the last time you used the cloud? Like it just happens. And so that's sort of the ba…”

“It's my point about what do you mean by, when you say AI, what's the right level of abstraction here? Should you be talking about regulating AI, or should you be talking about, we don't want people using face recognition to decide who can get into a conference…”

“All AI questions have one of two answers. The answer is either no one knows, like how much better will the models get, for example you know, what happens to, you know, does inference cost collapse and we no longer need any more in video chips? No one knows. An…”

“I remember a while ago, the CEO of Shopify said, you know, it was like an HR requirement that everyone had to report how much AI they were using.”

“I think it's like, it's as big a deal as mobile or smartphones or the internet, and not a bigger deal than that. I don't think it's like, you know, the new electricity or the new fire. I think it's as big a deal as the internet.”

“The first of them is, well, clearly this is an order of magnitude, maybe several orders of magnitude, cheaper to make any given piece of software. A piece of software that you might have thought of 10 years ago that has nothing to do with AI, you can use AI to…”

“There's a big, fuzzy question of how much do you, as a normal person working for a company, have to be thinking about what the software could be doing for you, which I think gets you into this fallacy of, like, we're going to make everybody use AI, which to me…”

“I mean, the last wave of AI was machine learning, 1015 years ago now, 10 years ago, really. That was not transformative across everything. It was a new bunch of stuff that everybody could build, and there were a bunch of new companies with it, but it wasn't th…”

“The fields where AI is actually works best right now are the fields where people are really angry about it and sure it's useless. ... Whereas the fields where it doesn't, really doesn't quite work, or needs an awful lot of other stuff around it, The fields whe…”

“This will be more software, and people will use this to make tools the way they did with no code, and the way they did with Excel, and the way they did with all those previous things, but it doesn't actually fundamentally change the dynamic. It just shifts tho…”

“All the questions I get are going to fit into two categories. The question, the answer is either no one knows, or how did it work last time?”