AI model
also referred to as: ai models
65 statements across 39 episodes · 26 bullish · 13 bearish · 37 people on the record · first statement Nov 9, 2016 by Antoine Bordes · across every show →
Everything said about AI model, oldest first
Nov 9, 2016 neutral
Jan 22, 2020
Jul 26, 2023 positive
Sep 6, 2023 positive
Oct 4, 2023 negative
Oct 11, 2023 bullish
Nov 1, 2023 positive
Srinivas: Next major AI jump will come from self-teaching models
“At some point, like we lost saturated on data that, that exists on the internet. That's interesting enough for models to keep improving on that. The next big capability jump is probably going to come from the models teaching themselves.”
Nov 22, 2023 positive
Habib advocates regulating AI end-use cases rather than banning base models
“And so I'm generally in favor of finding ways to regulate end use cases and make the malicious use of the models be regulated and then punish that very strongly and make people responsible for the end outcomes that I am for banning the underlying technology.”
Dec 20, 2023
Feb 1, 2024 positive
Duderstadt: Dataset curation unlocks AI model utility in high-stakes domains
“When you're working in these domains that are, you know, like defense and medicine and finance, where it's like super high impact and you really have a vested interest in your models being right, you start to learn very quickly that a lot of the A lot of the u…”
Feb 1, 2024
Jul 18, 2024 bullish
Jul 18, 2024 positive
Jul 18, 2024
Kahn: Enterprise AI utility depends heavily on interface design over raw capabilities
“And one of the points I make in the book Is I think we should pay a lot more attention to the interfaces around which, you know, we wrap these models. I think the utility of the models to some extent for enterprise applications will depend in a large way on, o…”
Jul 25, 2024 bullish
Future AI models will deliver 100B parameter intelligence at 1B speeds
“I even think there's a future where these models can be a hundred billion parameters, but at, you know, have that intelligence of a hundred billion parameters, but then have the speed, latency, and cost of something that's still one billion or seven billion pa…”
Oct 17, 2024 neutral
AI will split between massive generalist and tiny specialized models
“So I think we're gonna end up in a world where there are both Right? On both sides of the spectrum, some extremely large, powerful, generalist, costly models for some use cases, all the way down to a very specialized, simple, optimized models, and depending on…”
Oct 17, 2024 neutral
Oct 17, 2024 bullish
Nov 8, 2024 positive
Great companies can be built using current AI without further progress
“Actually just with what we have, there's Plenty we can do. Plenty of great companies we can build. Just taking the current state of models and sort of deploying them in a way that's, you know, integrated in workflows and, you know, verticalized per industry.”
Jan 16, 2025
Defensive prompt engineering grows critical as AI executes complex tasks
“So I do think that's a topic is getting increasingly important, especially as AI is being like first it is being used for more like high stack tasks, right? And a more complex task. And the second is, is like, it's now AI has increasing access to more tools an…”
Jan 16, 2025
Chip Huyen warns million-token context capacity does not imply efficient processing
“Just because a model, I think the second reason may be actually more important at least for now is that just because a model can fit in a million con token context doesn't mean that it can process that million token efficiently.”
Apr 17, 2025
Levie: Single-shot AI extraction drops to 75% accuracy on 200-page documents
“If you ask it to pull out data from a short document, it's going to basically be a hundred percent accurate on that. If you ask it to pull out data from a 200 page document, And you only give it one shot to do it. It's going to get 75% accuracy.”
May 1, 2025 bullish
May 8, 2025 neutral
Kaplan: AI models will run on lakehouses, not time-series databases
“We don't think the intelligence get built on our platform. Like, I know that's a hard thing to say because everything's AI now. We believe that we're fundamentally mining the data and making it available so that the intelligence models, which are largely going…”
May 22, 2025 negative
May 22, 2025
May 22, 2025 neutral
Jun 5, 2025 bullish
Jun 12, 2025 bullish
Dohmke: Industry underestimates the capabilities of current AI models
“I think we're underestimating how much you can do with the models that are out today, not the ones that are coming next year or next month, the ones that we have today where I think we're only touching the surface of what's possible with those leasing capabili…”
Jun 26, 2025
Aug 7, 2025
Sep 4, 2025 neutral
Valenzuela: AI progress comes from complex integration, not single algorithmic breakthroughs
“It's less about one single, like, algorithmic innovation that's gonna change the entire field and more about how do you make sure that, like, those pieces are set correctly because I think ultimately it's a complex puzzle that has many different parts and you …”
Sep 4, 2025 positive
Oct 2, 2025 bullish
Oct 2, 2025 neutral
Douglas: AI beating GDP benchmarks won't immediately alter the broader economy
“We'll probably reach like better than human on the GDP eval, and it won't change anything economically because It'll be all the connective tissue, and all the, like, you know, the context, and actually, like, the task won't be representative.”
Oct 16, 2025 bearish
Tworek: Traditional human data labeling is becoming obsolete as models advance
“I think, like, in a way, I think it's getting more and more to be a thing of the past as the models are getting smarter and smarter. This is becoming less of a thing, but I think a few years back, and especially in GPT-IV days, this was the thing.”
Oct 23, 2025 positive
Oct 23, 2025 positive
Oct 23, 2025 bullish
AI will make Nobel Prize-level scientific discoveries by 2027 or 2028
“I think my guess for that level of capability might be maybe 2027. I think we're probably not going to find out for quite some time afterwards because of the delay in getting prices. But I think by 20, 27, 20, 28, I think extremely likely that the models will …”
Oct 30, 2025
Nov 6, 2025 bullish
Kant: AI models will equal top human knowledge workers within 36 months
“I think we have a hard time holding the point of view that models will reach the same level of intelligence and capabilities that the world's most capable people in every field have. And when you take a step back, and don't take the next 12 month view, but jus…”
Nov 26, 2025
Nov 26, 2025 negative
Łukasz Kaiser: AI models still struggle with multimodal and sequential reasoning
“The models are just, they're starting, like you see the first example they manage, so they've clearly made some progress, but they have not yet learned to do good reasoning in multimodal domains, and they have not yet learned to use one reasoning in context to…”
Nov 26, 2025
Kaiser: Interpretability of large AI models faces fundamental complexity limits
“So the understanding of what the models are doing on a higher level has progressed a lot, but then it's still an understanding of what smaller models do, not the biggest ones. But it's not so much that these patterns don't apply to bigger models. They do. It's…”
Jan 15, 2026
Jan 15, 2026 positive
Izmailov expects AI to outperform humans at proving technical mathematical lemmas
“In the mathematics I think we will see the models getting better on proving technical results, technical lemmas maybe including formalization and like things like lean the formal theory, improving language. I think the models, it's easy to imagine the models b…”
Jan 15, 2026 negative
Jan 15, 2026 negative
Izmailov: Current AI models lack continual learning and cross-setting coherent goals
“I am pretty confident we are not there at the moment. I think right now the models are still acting in isolated environments, and we are not seeing a lot of evidence for very coherent goals across different settings”
Jan 15, 2026 negative
Jan 15, 2026 neutral
Jan 22, 2026
Dan Fu: Deployed AI models lag cluster infrastructure by 1–2 years
“The models that we see today that we can play with today have been pre-trained on clusters that were built out a year or two ago. Because, you know, you need enough time to get the cluster running. You need enough time to do the large pre-training run. And the…”
Feb 5, 2026 bearish
Patel: Groq chips cannot cost-effectively perform general-purpose large model inference
“In a general purpose workload, crock. Grok doesn't work, right? You know, it can't train, it can't, you know, it can't inference really, really large models cost efficiently, right? You can't serve many, many, many users, but what it can do is it can go block,…”
Mar 19, 2026 negative
Evans: Incremental AI accuracy improvements don't reduce necessary human review
“But if you've got a bunch of use cases where you need the right answer, as opposed to sort of the right answer, then saying that the model is better doesn't mean anything. I mean, literally, it is literally meaningless. What you're telling me is, I asked the m…”
Apr 2, 2026 negative
Jagged intelligence in AI is a structural flaw, not a patchable bug
“Not easy to pinpoint like specific things, but again, like, you know, this is just like my personal opinion and maybe I have colleagues and like the other people like sharing this with me, but I think we're underestimating how hard like jagged intelligence is …”
Apr 2, 2026 positive
Apr 2, 2026
Single AI failures damage user trust more than average performance builds it
“People don't experience average performance of these models. They experience, like, the failures. If you have your model doing a dumb mistake, the damage in the trust that it makes is, like, bigger than, like, you know, the benefit of getting hundred things ri…”
May 7, 2026 positive
May 7, 2026 negative
Kolter: AI models do not get safer automatically by scaling up
“You can't just sort of trust models to get safer by getting bigger. You have to put in the work to actually make them safer. And this is, I think what a lot of AI companies are investing in. This is why we in fact do have models that are improving on these dim…”
May 21, 2026 bearish
Dubois: Simulations will never fully eliminate the need for real-world AI training
“The problem is simulations are always going to be really hard and are not going to be truthful. So I think there will always need to be a certain, a little bit of training that will need to happen in the real world to make sure that the model realizes kind of …”
May 21, 2026
Dubois: Better AI models accelerate AI research by building tools and training models
“Once you start having models that are really good, you accelerate yourself. Especially in terms of coding, given that we all code internally yeah, you accelerate yourself both for having these models, like train the other models, but also like build like the t…”
May 21, 2026 bullish
May 21, 2026 positive
Dubois: AI performance in new verticals depends on domain expert focus
“And in general, I would say the performance of the model really depends on, like, the number of people who care about the final output of the model and who are looking at that model. So if they start looking more on specific verticals, like, these verticals wi…”
Jun 4, 2026
Current AI models lack research taste and problem formulation ability
“There's part of the scientific process. I think that the models haven't been imbued with yet. And I'm sure people are thinking about how to do that. You know, like what, trying to get to what is the right question as opposed to here's a well-defined thing and …”
Jun 4, 2026 bullish
Aug 5, 2026 negative
Trojanowski: AI models are far worse at agent engineering than software
“Right now they are far, far, far worse at engineering agent systems than they are at engineering most software.
Far worse.
because by definition, like that kind of work, which is so novel, has not seen a large amount in their training data.
and so they have …”