AI applications
also referred to as: ai application
6 statements across 4 episodes · 2 bullish · 0 bearish · 5 people on the record · first statement Feb 28, 2025 by Paul Klein · across every show →
Everything said about AI applications, oldest first
Feb 28, 2025 positive
Mar 13, 2025
Mar 13, 2025
Shankar: Grounded synthetic data generation beats slow human annotation
“People don't know how to do anything other than Plan A, which is to go out and try to collect as much real world data as possible and take months because we're going to employ, like, human annotator teams to do this. Or Plan B, which is I'm going to ask an LLM…”
Apr 24, 2025 neutral
Fanelli: AI infrastructure is lagging application demand for the first time
“I think there's this usual, like, VCEO, we should invest in, like, the tools, you know, the picks and shovels instead of the application layer. But I think it's, this is, like, the first time where, like, the infrastructure is lagging the applications.”
Dec 28, 2025 neutral
Dec 28, 2025 bullish
Most AI applications will eventually adopt sandboxed execution environments for code
“And I think you will see evolutions as we're getting better of like how we use these models and the infrastructure around it gets a bit more mature. And you suddenly can assume that most model like AI applications will have some form of like Sandboxing for exe…”