Feb 2, 2023 · 21m · mad

A Conversation on The State of AI | Melanie Kambadur, Meta & Gideon Mann, Bloomberg

Gideon Mann · 9m spoken Melanie Kambadur · 7m spoken Matt Turck · 2m spoken
0:00 / 0:00
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Host Matt Turck moderates a Data Driven NYC panel featuring Melanie Kambadur of Meta and Gideon Mann of Bloomberg as they discuss the key technological drivers behind recent AI breakthroughs, current enterprise applications, critical deployment challenges like hallucination and compute costs, and the future path toward Artificial General Intelligence.

How this conversation actually went

Every chapter scored 0–10 on four independent dynamics. Hover any point for the reasoning behind the score. Matt holds 13.8% of the talking time here. How this is scored →

Matt as informed peer 2.4 Guest teaching 4.4 Guest disagreement 0.1 Matt pushing back 0.9
05100:0010:0020:000:08–3:34 · Matt as informed peer 1/10 Key Drivers Behind Recent AI Breakthroughs Matt opens with a broad high-level question asking what is driving the recent AI boom. Gideon provides an extensive technical history covering GPUs, PyTorch automatic differentiation, transformer architectures, open-source sharing, and parameter scaling from GPT-2 to GPT-3.3:34–5:35 · Matt as informed peer 2/10 The Evolution and Scalability of Multimodal AI Matt asks a guided question about why multimodal AI is suddenly advancing across text, images, and video. Melanie explains the combination of data scale, multimodal dataset quality, and specific breakthroughs like voice replication and short-prompt video generation.5:35–9:30 · Matt as informed peer 2/10 Exciting AI Applications and Natural Language Interfaces Matt asks the guests to name interesting applications versus overblown hype in the field. Melanie and Gideon detail real-world production deployments, including Character AI, 3D metaverse generation, and Bloomberg's internal search transition from regex/parsers to LLMs.9:30–12:07 · Matt as informed peer 3/10 Major Technical and Business Gaps in Deploying LLMs Matt asks where the gaps remain between hype and production readiness. Melanie outlines compute constraints, hallucinations, safety issues, and data licensing, while Matt contributes a sharp, humorous analogy comparing model hallucinations to venture capitalists.12:07–14:15 · Matt as informed peer 0/10 Case Study on GitHub Copilot and Output Verification The host remains silent in this segment while Gideon interacts directly with the audience regarding GitHub Copilot adoption. Gideon explains that developer output verification is the key enabling factor for Copilot and a major hurdle for broader LLM deployment.14:15–18:44 · Matt as informed peer 5/10 Overcoming Safety Risks, Hallucinations, and Inference Costs Matt pushes the guests on whether AI progress faces an 80/20 difficulty curve and clearly defines inference versus training for the audience. He also questions whether current AI acceleration is exponential or reaching a temporary plateau, prompting technical analyses from both guests.18:44–21:38 · Matt as informed peer 4/10 Self-Training AI Models and Expert Human Feedback Matt frames the closing debate around AGI by contrasting brute-force scaling against explicit reasoning architectures. Gideon playfully pushes back on the premise by arguing human intelligence is overrated, while Melanie highlights expert RLHF and synthetic data self-training.0:08–3:34 · Guest teaching 5/10 Key Drivers Behind Recent AI Breakthroughs Matt opens with a broad high-level question asking what is driving the recent AI boom. Gideon provides an extensive technical history covering GPUs, PyTorch automatic differentiation, transformer architectures, open-source sharing, and parameter scaling from GPT-2 to GPT-3.3:34–5:35 · Guest teaching 5/10 The Evolution and Scalability of Multimodal AI Matt asks a guided question about why multimodal AI is suddenly advancing across text, images, and video. Melanie explains the combination of data scale, multimodal dataset quality, and specific breakthroughs like voice replication and short-prompt video generation.5:35–9:30 · Guest teaching 4/10 Exciting AI Applications and Natural Language Interfaces Matt asks the guests to name interesting applications versus overblown hype in the field. Melanie and Gideon detail real-world production deployments, including Character AI, 3D metaverse generation, and Bloomberg's internal search transition from regex/parsers to LLMs.9:30–12:07 · Guest teaching 5/10 Major Technical and Business Gaps in Deploying LLMs Matt asks where the gaps remain between hype and production readiness. Melanie outlines compute constraints, hallucinations, safety issues, and data licensing, while Matt contributes a sharp, humorous analogy comparing model hallucinations to venture capitalists.12:07–14:15 · Guest teaching 4/10 Case Study on GitHub Copilot and Output Verification The host remains silent in this segment while Gideon interacts directly with the audience regarding GitHub Copilot adoption. Gideon explains that developer output verification is the key enabling factor for Copilot and a major hurdle for broader LLM deployment.14:15–18:44 · Guest teaching 4/10 Overcoming Safety Risks, Hallucinations, and Inference Costs Matt pushes the guests on whether AI progress faces an 80/20 difficulty curve and clearly defines inference versus training for the audience. He also questions whether current AI acceleration is exponential or reaching a temporary plateau, prompting technical analyses from both guests.18:44–21:38 · Guest teaching 4/10 Self-Training AI Models and Expert Human Feedback Matt frames the closing debate around AGI by contrasting brute-force scaling against explicit reasoning architectures. Gideon playfully pushes back on the premise by arguing human intelligence is overrated, while Melanie highlights expert RLHF and synthetic data self-training.0:08–3:34 · Guest disagreement 0/10 Key Drivers Behind Recent AI Breakthroughs Matt opens with a broad high-level question asking what is driving the recent AI boom. Gideon provides an extensive technical history covering GPUs, PyTorch automatic differentiation, transformer architectures, open-source sharing, and parameter scaling from GPT-2 to GPT-3.3:34–5:35 · Guest disagreement 0/10 The Evolution and Scalability of Multimodal AI Matt asks a guided question about why multimodal AI is suddenly advancing across text, images, and video. Melanie explains the combination of data scale, multimodal dataset quality, and specific breakthroughs like voice replication and short-prompt video generation.5:35–9:30 · Guest disagreement 0/10 Exciting AI Applications and Natural Language Interfaces Matt asks the guests to name interesting applications versus overblown hype in the field. Melanie and Gideon detail real-world production deployments, including Character AI, 3D metaverse generation, and Bloomberg's internal search transition from regex/parsers to LLMs.9:30–12:07 · Guest disagreement 0/10 Major Technical and Business Gaps in Deploying LLMs Matt asks where the gaps remain between hype and production readiness. Melanie outlines compute constraints, hallucinations, safety issues, and data licensing, while Matt contributes a sharp, humorous analogy comparing model hallucinations to venture capitalists.12:07–14:15 · Guest disagreement 0/10 Case Study on GitHub Copilot and Output Verification The host remains silent in this segment while Gideon interacts directly with the audience regarding GitHub Copilot adoption. Gideon explains that developer output verification is the key enabling factor for Copilot and a major hurdle for broader LLM deployment.14:15–18:44 · Guest disagreement 0/10 Overcoming Safety Risks, Hallucinations, and Inference Costs Matt pushes the guests on whether AI progress faces an 80/20 difficulty curve and clearly defines inference versus training for the audience. He also questions whether current AI acceleration is exponential or reaching a temporary plateau, prompting technical analyses from both guests.18:44–21:38 · Guest disagreement 1/10 Self-Training AI Models and Expert Human Feedback Matt frames the closing debate around AGI by contrasting brute-force scaling against explicit reasoning architectures. Gideon playfully pushes back on the premise by arguing human intelligence is overrated, while Melanie highlights expert RLHF and synthetic data self-training.0:08–3:34 · Matt pushing back 0/10 Key Drivers Behind Recent AI Breakthroughs Matt opens with a broad high-level question asking what is driving the recent AI boom. Gideon provides an extensive technical history covering GPUs, PyTorch automatic differentiation, transformer architectures, open-source sharing, and parameter scaling from GPT-2 to GPT-3.3:34–5:35 · Matt pushing back 0/10 The Evolution and Scalability of Multimodal AI Matt asks a guided question about why multimodal AI is suddenly advancing across text, images, and video. Melanie explains the combination of data scale, multimodal dataset quality, and specific breakthroughs like voice replication and short-prompt video generation.5:35–9:30 · Matt pushing back 0/10 Exciting AI Applications and Natural Language Interfaces Matt asks the guests to name interesting applications versus overblown hype in the field. Melanie and Gideon detail real-world production deployments, including Character AI, 3D metaverse generation, and Bloomberg's internal search transition from regex/parsers to LLMs.9:30–12:07 · Matt pushing back 1/10 Major Technical and Business Gaps in Deploying LLMs Matt asks where the gaps remain between hype and production readiness. Melanie outlines compute constraints, hallucinations, safety issues, and data licensing, while Matt contributes a sharp, humorous analogy comparing model hallucinations to venture capitalists.12:07–14:15 · Matt pushing back 0/10 Case Study on GitHub Copilot and Output Verification The host remains silent in this segment while Gideon interacts directly with the audience regarding GitHub Copilot adoption. Gideon explains that developer output verification is the key enabling factor for Copilot and a major hurdle for broader LLM deployment.14:15–18:44 · Matt pushing back 3/10 Overcoming Safety Risks, Hallucinations, and Inference Costs Matt pushes the guests on whether AI progress faces an 80/20 difficulty curve and clearly defines inference versus training for the audience. He also questions whether current AI acceleration is exponential or reaching a temporary plateau, prompting technical analyses from both guests.18:44–21:38 · Matt pushing back 2/10 Self-Training AI Models and Expert Human Feedback Matt frames the closing debate around AGI by contrasting brute-force scaling against explicit reasoning architectures. Gideon playfully pushes back on the premise by arguing human intelligence is overrated, while Melanie highlights expert RLHF and synthetic data self-training.

speaking balance: gold is Matt, purple is the guest (3 minute bins)

0:00 · Matt 11.3% · guest 88.7%0:00 · Matt 11.3% · guest 88.7%3:00 · Matt 22.2% · guest 77.8%3:00 · Matt 22.2% · guest 77.8%6:00 · Matt 0% · guest 100%6:00 · Matt 0% · guest 100%9:00 · Matt 10.9% · guest 89.1%9:00 · Matt 10.9% · guest 89.1%12:00 · Matt 9.5% · guest 90.5%12:00 · Matt 9.5% · guest 90.5%15:00 · Matt 19.7% · guest 80.3%15:00 · Matt 19.7% · guest 80.3%18:00 · Matt 25.5% · guest 74.5%18:00 · Matt 25.5% · guest 74.5%21:00 · Matt 2.3% · guest 97.7%21:00 · Matt 2.3% · guest 97.7%
Sharpest disagreement ▶ 20:02 Gideon challenges host's framing of human intelligence

Gideon playfully counters the host's cautious framing on AGI difficulty by claiming human intelligence is overrated and suggesting large models may already exhibit slight consciousness.

Hardest push from Matt ▶ 14:15 Matt challenges the timeline for fixing LLM flaws

Matt challenges the optimistic narrative by asking if solving the final 10% of problems like hallucinations will be extraordinarily painful and protracted compared to initial gains.

Biggest teaching moment ▶ 0:29 Gideon details the seven-year stack behind AI breakthroughs

Gideon reframes Matt's question about recent sudden breakthroughs by delivering a detailed breakdown of hardware, software libraries, transformer architectures, and open-source culture.

Matt holds his own ▶ 15:20 Matt clarifies technical terminology for listeners

Matt demonstrates his domain fluency by interrupting to concisely define inference versus training for the audience before Melanie continues her breakdown of breakdown of generation costs.

the scores for every segment, with the reasoning behind each
ChapterTopicMatt as informed peerGuest teachingGuest disagreementMatt pushing backWhy
Key Drivers Behind Recent AI Breakthroughs 1500 Matt opens with a broad high-level question asking what is driving the recent AI boom. Gideon provides an extensive technical history covering GPUs, PyTorch automatic differentiation, transformer architectures, open-source sharing, and parameter scaling from GPT-2 to GPT-3.
The Evolution and Scalability of Multimodal AI 2500 Matt asks a guided question about why multimodal AI is suddenly advancing across text, images, and video. Melanie explains the combination of data scale, multimodal dataset quality, and specific breakthroughs like voice replication and short-prompt video generation.
Exciting AI Applications and Natural Language Interfaces 2400 Matt asks the guests to name interesting applications versus overblown hype in the field. Melanie and Gideon detail real-world production deployments, including Character AI, 3D metaverse generation, and Bloomberg's internal search transition from regex/parsers to LLMs.
Major Technical and Business Gaps in Deploying LLMs 3501 Matt asks where the gaps remain between hype and production readiness. Melanie outlines compute constraints, hallucinations, safety issues, and data licensing, while Matt contributes a sharp, humorous analogy comparing model hallucinations to venture capitalists.
Case Study on GitHub Copilot and Output Verification 0400 The host remains silent in this segment while Gideon interacts directly with the audience regarding GitHub Copilot adoption. Gideon explains that developer output verification is the key enabling factor for Copilot and a major hurdle for broader LLM deployment.
Overcoming Safety Risks, Hallucinations, and Inference Costs 5403 Matt pushes the guests on whether AI progress faces an 80/20 difficulty curve and clearly defines inference versus training for the audience. He also questions whether current AI acceleration is exponential or reaching a temporary plateau, prompting technical analyses from both guests.
Self-Training AI Models and Expert Human Feedback 4412 Matt frames the closing debate around AGI by contrasting brute-force scaling against explicit reasoning architectures. Gideon playfully pushes back on the premise by arguing human intelligence is overrated, while Melanie highlights expert RLHF and synthetic data self-training.

Statements from this episode (17)

Insight
Mann: AI breakthroughs are an overnight success seven years in the making
“It, for me it feels like an overnight success, seven years in the making.”
Gideon Mann Feb 2, 2023 ▶ 0:33
Insight
Mann: Open source culture in academic machine learning accelerated AI innovation
“The academic machine learning community happened to be one that shared quite a bit. And so companies like Hugging Face and, you know, Google's Colab, you know, enabled sharing of code sharing of technology, and this just really increased the pace of innovation”
Gideon Mann Feb 2, 2023 ▶ 1:37
Assertion Not checkable as stated
Mann: GPT-3 was vastly better than decades of prior NLP systems
“Two years ago, I remember being shocked at GPT-III when it was released, because it was just so, I'm an old NLP guy, and it was so vastly better than anything that, that we could build for decades.”
Gideon Mann Feb 2, 2023 ▶ 2:15
Assertion Partly supported
Kambadur: AI voice models replicate human speech from three seconds of audio
“So now we have voice models that can listen to Three seconds, I think, that we had recently. This new volley of your voice, and then replicate your voice. We have models that can get, like, a very short sentence and generate, like, minutes-long video that desc…”
Melanie Kambadur Feb 2, 2023 ▶ 5:10
Prediction Not checkable as stated
Kambadur: Generative 3D AI tools will vastly accelerate building the metaverse
“That's kind of like how the metaverse is gonna happen. We're gonna be able to like walk around and generated three D worlds in VR, and they're all gonna be built Much more quickly than maybe we expected a few years ago.”
Melanie Kambadur Feb 2, 2023 ▶ 7:05
Prediction Not checkable as stated
Mann: LLMs will outperform decades of prior enterprise search techniques
“When I look at the, you know, all of the LLM technology, large language model technology, it seems like it will get closer than any of the things that, that, you know, the field has been doing for the past few decades.”
Gideon Mann Feb 2, 2023 ▶ 9:11
Assertion Supported
Kambadur: Stack Overflow banned ChatGPT for generating plausible but incorrect answers
“ChatGPT got banned from stack overflow because it sounded convincing, but wasn't quite right all the time.”
Melanie Kambadur Feb 2, 2023 ▶ 10:44
Assertion Contradicted
Mann: GitHub Copilot is likely the most widely deployed LLM application
“So far the most widely deployed application of the large language models is probably Copilot.”
Gideon Mann Feb 2, 2023 ▶ 12:07
Assertion Partly supported
Mann: GitHub Copilot saves developers about 40 percent time on new code
“They've done some studies, and it's, they, studies suggest that it saves about 40% for new code for developers to write new code.”
Gideon Mann Feb 2, 2023 ▶ 12:55
Prediction Not checkable as stated
Mann: Output verification will be the primary blocker for enterprise LLM deployments
“I think that's gonna be one of these evergreen problems, ah, for LLMs, and we're gonna, you know, keep trying to chew on that, ah, for a while, but that's gonna be the big blocker of a lot of the further deployments.”
Gideon Mann Feb 2, 2023 ▶ 14:01
Assertion Not checkable as stated
Kambadur: Triggering unsafe OpenAI outputs requires clever adversarial prompt engineering
“I've seen really huge advances from open AI's models in their responsible AI and their safety. Like now it takes a lot of clever prompt engineering is what we call, you know, using different ways of talking to the model to get it to reveal interesting stuff. I…”
Melanie Kambadur Feb 2, 2023 ▶ 14:35
Assertion Not checkable as stated
Kambadur: AI inference costs tens of cents for text, dollars for video
“Every time the user wants to call the model, it might cost, you know, tens of cents for a text model or dollars for a video model.”
Melanie Kambadur Feb 2, 2023 ▶ 15:33
Insight
Mann: Unoptimized model pipelines mean AI development is still in early stages
“I think we're still early. I think On, on, on, for two reasons. I think one is, ah, the, you know, to Melanie's point, the amount of tuning and optimization across the entire pipeline is, is really premature.”
Gideon Mann Feb 2, 2023 ▶ 16:31
Prediction Not checkable as stated
Mann: Every software application user interface will eventually integrate an LLM
“You can imagine that every point of interface with software application, there's gonna be a point to have a large language Model in that point of interface, and I think all of those will be interesting and useful”
Gideon Mann Feb 2, 2023 ▶ 18:05
Assertion Supported
Kambadur: OpenAI sought top 10th percentile doctors and lawyers as data annotators
“Their model itself has gotten so good that they now need, like, extreme experts to be able to train the model, so we saw an ad for their annotators, which are the people who, like, help give feedback to the model, and they asked for, like, top 10 percentile ch…”
Melanie Kambadur Feb 2, 2023 ▶ 19:12
Assertion Not checkable as stated
Kambadur: Synthetic data generation is a highly popular use case for LLMs
“A very popular use of these LLMs is to generate synthetic data to train other models, because they're really good at generating sort of long tail data.”
Melanie Kambadur Feb 2, 2023 ▶ 19:55
Prediction Not checkable as stated
Mann: Human intelligence is overrated, making the path to AGI more plausible
“I kind of think human intelligence is a little bit overrated. So I think I'm a little more bullish on AGI. Someone wrote, you know the large, I think it was Ilya Sutskever, you know, maybe the largest models are slightly conscious. I'm not sure I disagree. So …”
Gideon Mann Feb 2, 2023 ▶ 21:03
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