AI model

“The value is not in the model. Right. Just like the value is not in storage. Right. You could say storage is a part of the AWS cloud, but that there's not a lot of value in that thing unto itself. The value is in the enterprise relationship. The value is in ri…”

“One thing that seems blaringly obvious is this teacher element, and Saul Kahn, who's present in some of the demos this week has been leaning into this heavily. He's someone we should definitely pay attention to but they look real, and we talked about the model…”

“You can train a model across a distributed site and it may just take you a, you know, a month longer because you have to move traffic around. And so instead of taking three months, it takes you four months, but you can't really run a model across a distributed…”

“So I think at least As we look at 2025 for NVIDIA, for the supply chain, and for the model companies themselves, we think we're going to continue to see improvements in the models. It won't all come from pre-training. We think there's an increasing amount comi…”

“It's just impossible. It's kind of like piracy, right? I mean, you can sort of all kinds of terms of use, but it's impossible to control distillation.”

“We can't teach it what good art is. Because we have no way to functionally prove what good art is. We can teach it to write really good software. We can teach it how to do mathematical proofs. We can teach it how to engineer systems, because there are, while t…”

“So, the whole paradigm of training, you know, pre-training is, is, is not slowing down. It's just, it's logarithmically more expensive each, for each generation, for each incremental improvement.”

“We may actually see models improve faster in the next six months to a year than we saw them improve in the last year. Because there's this new axis of synthetic data generation and the amount of compute we can throw at it is, we're still right here in the scal…”

“I would just posit for you that you'll be able to come up with a variable expense structure using the right mix of models that will be a great margin. May not be as high as retrieval was for Google, but still a great margin.”

“The price difference between today's model. Yes. And yesterday's model is 20 X.”

“The model that you use today is the worst AI model that you'll ever use for the rest of your life”

“If the model can kind of do it, then it's going to be great at it in a few months.”

“Now, on the other hand, as the models get even smarter and you can use these models to cure cancer or discover novel physics or drive a bunch of humanoid robots to construct a space station or whatever crazy thing you want, then maybe there's huge willingness …”