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applications

2 statements across 2 episodes · 1 bullish · 1 bearish · 2 people on the record · first statement Mar 31, 2026 by Sergey Levine · across every show →

Everything said about applications, oldest first

Mar 31, 2026 positive
Insight
Levine: Weakly Labeled Web Data Builds Foundational AI World Understanding
“When you can leverage Weekly labeled data, like data that you like, you know, in the case of language models that you just mine from the web, you actually learn more about the world. So you establish, like, foundation of world understanding, and then on top of…”
Sergey Levine Mar 31, 2026 ▶ 2:54 World's Top Researcher on AI, LLMs, and Robot Intelligence · Invest Like The Best
May 20, 2026 bearish
Assertion Not checkable as stated
Baker: AI profits accrue to infrastructure and models, not applications
“Today in that, in Jensen's five layer cake of AI. The profits. They're accruing to energy. They're accruing to data centers. They're accruing to chips. They're accruing to models. Not really accruing to the applications.”
Gavin Baker May 20, 2026 ▶ 52:53 Watts, Wafers, and the Future of AI Infra | Gavin Baker · Invest Like The Best
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