Llama, every mention
39 scenes, the whole family · ← back to Llama
tap a year for its mentions
every year anyone Brad Gerstner 46Bill Gurley 18Dylan Patel 7Sundeep Madra 3Jensen Huang 2
Verbatim, from the transcripts: the passages where Llama comes up
China, China, China. Breaking Down China’s Tech Surge | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 52:07 Brad Gerstner Um, you've obviously got Meta already, uh, uh, you know, with Llama out there on the open source front.
China Open-Source, Compute Arms Race, Reordering Global Trade | BG2 w/ Bill Gurley and Brad Gerstner · Bg2 Pod
- ▶ 5:04 Brad Gerstner Lama four has been sputtering a bit, really losing its mojo around the world.
- ▶ 14:29 Brad Gerstner Obviously, Lama has been probably the market leader there, but this is for both of you.
Michael Dell – Invest America Act Becomes Law, AI Talent Wars, Compute Demand, Market Update | BG2 · Bg2 Pod
- ▶ 40:31 Brad Gerstner He's got to, you know, Lama four was not where it needed to be to compete heads up, but he has one advantage.
Coatue’s Laffont Brothers. AI, Public & VC Mkts, Macro, US Debt, Crypto, IPO's, & more | BG2 · Bg2 Pod
- ▶ 41:28 Bill Gurley And there's some data point, I mean, people had this view already that, that Lama wasn't quite at the top, but this is somewhat confirmatory of that, that he's fixing a problem.
AI, Middle East, China, Tariffs, Recon Bill, Invest America | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 1:09:00 Brad Gerstner Are true, but there's, but there's definitely been some blowback about Llama four, uh, in terms of, you know, its capability.
Liberation Day, Tariffs, US v China Open Source, OpenAI, $CRWV, TikTok | BG2 · Bg2 Pod
- ▶ 24:11 Bill Gurley And Meta did it with Llama here, right? 5 times in the scene
- ▶ 28:32 Brad Gerstner The, the launch of Llama four has been rumored for a long time, and in fact, I think there are just a lot of people who are surprised they haven't released it, but it seems to everybody they're gonna have to release it ahead of LlamaCon.
NVDA GTC, M&A Wiz / Goog $32 B Deal, April 2 Tariff Uncertainty; Huawei Belt & Road; ChatGPT | BG2 · Bg2 Pod
- ▶ 1:09:22 Bill Gurley So I do think that deep seek by choosing to be more open than Lama and the key area, they're more open than Lama. 3 times in the scene
Grok 3, AI Memory & Voice, China, DOGE, Public Market Pull Back | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 17:48 Brad Gerstner Um, but I am surprised, I have to say, that we're now, kind of, 18 months into, kind of, the llama thing, and it feels like the manifestation of it into the product was slower than I expected in 24. 3 times in the scene
DeepSeek, Open Source, Tariffs, DOGE, Market Impact | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 14:41 Bill Gurley And, and the reason Lama probably didn't do it is they had access 4 times in the scene
Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 24:33 Bill Gurley There has been talk that Meta has been hiring an enterprise group and is structuring new deals, you know, around higher end versions of Lama or unlimited versions of Lama. 3 times in the scene
- ▶ 1:15:48 Brad Gerstner At the same time, there's a long tail of their customers who are more than satisfied to use a tightly coupled model rather than maybe trying to kludge it together themselves by going to Lama or using a lot of these other plumbing services.
AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 54:12 Dylan Patel Because now I'm competing with four Oh Mini, I'm competing against Lama and I'm competing against Deep Seek. 3 times in the scene
- ▶ 54:32 Dylan Patel Lama-seventy-b on one AMD GPU. 2 times in the scene
- ▶ 59:42 Dylan Patel So, so one of the funny things I like to, uh, the calculations we did is if you take one quarter of NVIDIA shipments and you said all of them are going to inference Lama-Seven-B, you can give every single person on earth a hundred tokens… 2 times in the scene
Satya Nadella | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 19:49 Bill Gurley Um, I'm curious if you agree with that and how you think about the key players in the race, you know, Google, Amazon, Meta with Llama, Elon has entered the game.
- ▶ 1:20:02 Brad Gerstner Is Reuters recently reported that Chinese researchers developed an AI model for potential military use on the back of Meta Llama, right?
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 51:57 Brad Gerstner He talked about llama models exploding higher.
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 43:11 Brad Gerstner Lama is, is, is, is making it very cheap for lots of people to build models.
- ▶ 1:14:42 Jensen Huang Our open source models, so first of all, uh, Lama downloads, right, obviously, yeah, Mark and the work that they, they've done, incredible, off the charts. 2 times in the scene
Ep13. Silicon Valley’s Political 180, META AI, COVID Postmortem | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 36:00 Brad Gerstner That they've already laid out the compute cluster for Llama four. 4 times in the scene
- ▶ 36:04 Brad Gerstner So this was Llama 3.1.
- ▶ 42:24 Bill Gurley I, I would say I think one of the retention problems is simply all the substitutes that are available, and if Meta's gonna, and then, and then if speed's gonna matter, like, as speed, there, there were these old stories of Google made…
Ep9. GPT-4o, Astra, Multi Modal, China Tariffs, Tech Earnings | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 16:12 Brad Gerstner With, for, ah, with ChatGBT for Omni, can you package that into a small enough model, a Llama-III-B, that we can actually sit resident on these devices?
- ▶ 25:25 Brad Gerstner Well, there, there's no doubt that if you build, you know, um, and I think that's the bet they're making, and frankly, um, you know, listen, this is like, the reason we talk about this every week is only three or four weeks ago, Bill, that… 2 times in the scene
Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner · Bg2 Pod
- ▶ 0:49 Brad Gerstner So you're deep in thinking about all these things, all these models, AI, and we're going to talk a lot about models today with the release of, of Llama III.
- ▶ 1:18 Brad Gerstner I mean, we got models being dropped by Meta with Llama III. 10 times in the scene
- ▶ 3:41 Brad Gerstner And I think he said Lama four. 2 times in the scene
- ▶ 19:15 Sundeep Madra But we took Lama II out of Grok Cloud.
- ▶ 19:19 Sundeep Madra We just took it out and replaced it with Lama three and all the developers went to Lama three. 2 times in the scene
- ▶ 38:29 Brad Gerstner Um, it felt to me like the, the disruption caused by LAMA III was almost more impactful
Ep6. AI Demand / Supply - Models, Agents, the $2T Compute Build Out, Need for More Nuclear & More · Bg2 Pod
- ▶ 19:07 Brad Gerstner But if you're not on the frontier, man, it seems that these are going to be really fast depreciating assets that are going to be commoditized by the llamas of the world, other open source models.
Ep5. Stock Comp, AI Cold War, Valuations for LLM | BG2 with Bill Gurley, Brad Gerstner, & Bob Mylod · Bg2 Pod
- ▶ 1:23:45 Brad Gerstner Now they all embed free models, whether it's Llama, Mistral, et cetera.
Ep4. Tesla FSD 12, Imitation AI Models, Open vs Closed AI Models, Delaware vs Elon, & Market Update · Bg2 Pod
- ▶ 29:38 Brad Gerstner The first H 100 only trained models, I think, will be Llama three, 2 times in the scene
- ▶ 30:58 Brad Gerstner I mean, you can run your workloads on Lama on Mistral on Claude, et cetera. 3 times in the scene
- ▶ 36:43 Brad Gerstner So now this is just Microsoft getting paid using Lama, Lama three or Lama two.
- ▶ 36:43 Brad Gerstner So now this is just Microsoft getting paid using Lama, Lama three or Lama two. 2 times in the scene
BG2 with Bill Gurley & Brad Gerstner | MANG VC Gone Wild, Can You Trust AI Valuations? & More | E01 · Bg2 Pod
- ▶ 29:07 Brad Gerstner Well, because if you want to train the, you know, on 600,000 H 100, like we just talked Zuckerberg doing with the Lama three model, you have to have a business that is generating the massive cash piles that he's generating in order to do…