LLMs

“I would say at a high level, you know, obviously we have been of the view or questioning of the view from the beginning, I would say to stepping back that LLMs would not be where the value was ultimately probably largely created and that there, the fact that t…”

“I do worry that LLMs have a limitation. It's potentially solvable, but they were created around language. They're not great with numbers. And when people say, oh, the generalized AI is just gonna replace all compute, I don't see that.”

“There's two elements of the first wave of LLMs that I think make them not perfect for consumer. One is voice being really good, which they're getting better at. And the second one being memory.”

“The next phase that we're entering and the one that I'm seeing in our company is one where you start thinking about these LLMs really as part of your product and your pro Programming them. So you're no longer writing the same code that you used to write with t…”

“It's obvious to me that the impact The effects of adopting the technology are transformative, but a lot of companies are still stuck in the very early phases, and I would describe the first very early phase as you are using those, ah, LLMs to do the same work …”

“And the cost on the existing use cases probably don't go down at three to five percent at this point in the curve because of the scale brought in, the human capital brought in, the IP bought on, and the fact that you're going to be able to use these general pu…”

“At this point, you probably have four or five LLMs that will be relevant in the long term. I don't see that changing. Not that there's not sufficient talent out there. It's just that the capital required to get into this business is too great in these companie…”

“So LLMs make certain kinds of representations very convenient. They make it very convenient to basically turn text into other text. But that's not necessarily the best representation for what an embodied system needs to do. Like sometimes it needs to think abo…”

“We, we're so primed to interact with the physical world, so primed to have physical intelligence that you can use it in everyday speech by saying that company has a lot of momentum, and you can use it when advancing fundamental theoretical physics.”

“Repetitive tasks in controlled environments is, like, more or less solved, and, like, you know, that'll continue to happen. But having tweaked tasks in real-world environments, that's where you need the AI. Like, that's where you need the AI plus the robots. A…”