Reasoning models

also referred to as: reasoning model

5 statements across 3 episodes · 4 bullish · 0 bearish · 3 people on the record · first statement Dec 23, 2024 by Dylan Patel · across every show →

Everything said about Reasoning models, oldest first

Dec 23, 2024 bullish
Prediction Not checkable as stated
Patel: Reasoning models will see humongous performance gains within a year
“And so this, the performance improvements we'll get out of these models is, is humongous, right? In, in the coming, you know, six months to a year in certain benchmarks where you have functional verifiers.”
Dylan Patel Dec 23, 2024 ▶ 53:01 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Dec 23, 2024 positive
Insight
Patel: Expensive reasoning queries unlock pricing power by automating new human tasks
“Yes, the queries are expensive, but they're nothing close to the human, right? And so each level of productivity gain I get each level of capabilities jump is a whole new class of tasks that it can do And therefore I can charge for that. Right. So this is the …”
Dylan Patel Dec 23, 2024 ▶ 51:39 AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Jan 11, 2025 neutral
Insight
Gerstner: Superior reasoning architecture beats raw compute scale in AI
“Like you can have the best computers and chips and biggest cluster in the world. But if you don't get the architecture right around your reasoning model and the other guy does, they're probably going to win.”
Brad Gerstner Jan 11, 2025 ▶ 1:12:41 Market Predictions, Rates & Inflation, DOGE, CES, AI Compute | BG2 w/ Bill Gurley & Brad Gerstner · Bg2 Pod
Mar 15, 2026 positive
Assertion Not checkable as stated
Turley: Early OpenAI reasoning model swore after making a mistake
“We were showing this chain of thought as it was streaming out of the model and the model swore and said, like, oh, damn it, may have to adjust, because it realized it had made a mistake in the puzzle. And the fact that it did that, But in particular, the fact …”
Nick Turley Mar 15, 2026 ▶ 1:01:05 ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod
Mar 15, 2026 bullish
Opinion
Turley: ChatGPT reasoning currently serves only power users but is transformative
“When you look at reasoning in ChatGPT today, it's irrelevant to a very small group of people. It's relevant for the people who are trying to get the most out of ChatGPT, but I fundamentally believe that reasoning, it's transformative”
Nick Turley Mar 15, 2026 ▶ 12:55 ChatGPT – The Super Assistant Era | BG2 Guest Interview · Bg2 Pod
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