The Calls

“We see robots being able to do that in the next five years.”

“There will be specialist models that emerge to help in things like in pharma, right? The creation of new drugs in material sciences for advanced materials.”

“It's obvious that like in the long run, like inference spend will dominate just for like the obvious reason that like, that's where you make the money, right? Like, you know, when you're training a big model, that's like, you know, you, you're spending a lot o…”

“And I think when you start putting them in crowded urban environments and ask them to, You know, only kill the bad guys and spare the civilians that we're going to see mistakes being made, you know, where the systems misidentify targets.”

“No, I think there is definitely a shortage of electricians, plumbers, all kinds of trades, you name it. So anything we can do to train more folks to be able to do those, there are very well-paying jobs that a lot of us, all of the hyperscalers, all of the labs…”

“Command command a isn't currently multimodal, but you can imagine Very soon it will be.”

“In a year from now, maybe two years from now, it's the top models are going to be able to work completely on their own for like a whole day or more”

“I think in the next few years, we're going to see more AI agents surfing the web. Then people surfing the web”

“We will be the first database that enables you to time travel in your data in the different types of models that you can work with in SurrealDB.”

“I don't know it goes to the extreme to where GPUs are because that is very, very, very extreme. But it is quite highly, high probability that there will be shortages of CPUs going forward.”

“So at the beginning of Q four, end of Q three, so next year, we've got the first compute coming online. And then we're finalizing in Q one, 20, 27, the first you know, 250 megawatts, but already next summer, the next 250 megawatts starts construction. It's a s…”

“I think one company will launch a big diffusion model this year.”

“The total spend on AI products per customer kind of went up from 35,000 dollars or so maybe two years ago. Now it's around half a million dollars, and it's predicted to hit a million dollars next year.”

“We don't think we're more than three years out to that point where a non-engineer, someone with no coding, you know, software development background is able to come and give one of those high level vague things of what they want built, right? Cause that's what…”

“For Airbus, the case is it's something they are working on. It's probably something that will take a few more years because it's all embedded in this overall vision of single pilot operations.”

“All of them will have a very good UX for download model, run model on VLM by The middle of the year, I think, right? Certainly AMD is already there by the end of this quarter.”

“Closed source models, like a GPT-IV, five, six, seven, whatever comes, are going to be very hard to match in terms of generalist capability for, say, consumer use cases that are reflected in the web data they're trained on and the flywheels that get powered by…”

“OpenAI's new model, I think, will be better than Opus 4.5, and it's coming, like, somewhat soon in March-ish timeframe, maybe February, March-ish, but”

“And so we were opening SF and we've already opened a London office which is incredibly exciting with goals to end the year at 300 to 400 employees.”

“I think by the end of 20, 25, something like 35 states in the US will have their own privacy regulation.”

“Well, the first thing that I think is at this point, almost uncontested, but frankly, when I was building source, most people didn't think would happen is the fact that the majority, if not all developers in the next couple of years in the world will adopt som…”

“So we're still pushing hard, but it's not going to be 10 X per year. It's just not sustainable.”

“I think their pricing will continue to improve. So we can't just look at like where their pricing is today and assume it's going to be static over the next 12 months or 18 months. Cause like as they compete, their compute costs will come down. Like they'll, I …”

“I think there'll be something like eighty billion dollars invested in 2024 in AI.”

“We are planning to be in 20 cities by the end of this year. We're in 22 facilities in the existing cities right now, and by the end of this year we'll be in about 60 facilities.”

“And started thinking about the next 10 years. What are the next 10 years going to be for social interactions? And it's pretty obvious to a lot of people that a lot of our interactions you know, with our friends and a lot of interactions with the digital world …”

“And at the same time in parallel, we are going to build A multi-tenant managed service in the cloud, which will inevitably be deployed on a variety of different cloud platforms, whether it's AWS, GCP, Azure, whether we go to China, like I've done in the past a…”

“Today, you know, the AI can't do all five stages of the process I mentioned to you. It might do stage one, stage two, We'll probably get to stage five by mid next year, but in the interim, you have a human who's actually helping you with all those other stages…”

“Because I think the IMC three folks are going to sort of revitalize it, which I think is awesome.”

“This should get us like well beyond an IPO, like that, that's the path for Gong, like within like a few years.”

“And so I think you're going to see musicians who now make money by selling digital virtual goods as an example, which is not a model today, and that's like a very interesting new model as an example.”

“But I expect within the next five years, we'll probably have answers to some of those problems.”

“And I think the other interesting thing for us to think about is, like, I think the software piece of that is going to grow faster than the services piece.”

“The goal is that, ah, eventually, by trying to understand the text directly, you can actually at least equal, all the information by Watson is in text, in free text.”

“In many cases very soon we're gonna be able to have data that remains encrypted at all times, yet we'll still be able to ask questions of that encrypted data”

“And if you ask me, like, for those use cases, I think you're going to see self-driving trucks on freeways within the next 18 months.”

“And I think it's a near certainty Amazon's gonna do a hundred billion in revenue in AWS.”

“The overwhelming positives of a few of the companies in this unicorn ecosystem will overwhelm the losses”

“It turns out there is a billion dollars of investment going into satellites over the next few years.”

“They're saying that by 20 20, you'll be able to buy a terabyte of storage for less than eight dollars.”

“If you look at the, you know, the forecasts that are going from the 2.8 zettabytes to 40 zettabytes in 2020 that's, most of that data is gonna be coming from sensors, right?”

“There will be multi-billion dollar companies that will figure out how to measure those efficiently, deliver that information to the patient, and get feedback from the patient.”

“There's a kind of a sense that in the community that the next set of techniques to kind of fall to deep learning, if you want, will be natural language processing.”

“The lion's share of the money spent in the market Is going to be for apps, not for the platform.”

“They're the leading cloud provider. We anticipate they'll be in that role, in that situation for the foreseeable future, perhaps, perhaps in, in, you know, certainly through my career.”

“Now, of course, if algorithms can start to read the news, they'll, surely, they'll start writing the news.”

“That's our big bet for the future that will, Take Pluralsight from being a billion dollar company to a 10, twenty billion dollar company, is if that actually works.”

“And so over time, I would see the enterprise price point staying where it's at, and the individual price point coming way down.”

“Some spaces tend to you end up being a power law where one company ends up getting more of the space than the others. In other spaces, there's a lot of players, right? Ours is probably ending up a little bit more of a power law”

“The data silos thing, that's busted. So somebody's literally going to have to throw money away to reverse that. Reverse the fact that the fire department knows what the buildings department knows, what the finance department knows, et cetera. So I don't see th…”

“My belief, which is opinion, is that in, in the end of these NoSQL data models, that the document-oriented model will be the one that kind of converges on for standard, and specifically JSON style, or JSON based.”

“The entire, you know, there's a forty billion dollar business intelligence industry that is built around these traditional data warehouses and data marts that are driving a lot of the businesses within large companies Clearly, social is going to be entering in…”

“At the rate of one and a half million a day, they're gonna go for another two and a half years before everybody's on.”

“And next year we will run them on mobile, so.”

“And in the next 12 months, we're gonna be a profitable company, cash flow positive.”

“And in oncology that's about 90% or so, and growing. It'll be a hundred percent within the next two years.”

“Within the next two years, the amount of unstructured data that will be generated is somewhere in the twenty million petabytes a year figure.”

“For the technical guys in the room, moving from Protovis, which, what, which is what we've built our stuff on, and made compatible to Internet Explorer seven and eight, which is about 20% of the business traffic on the web still, ah, to D three in probably a c…”

“Really the first major group to grow on this system is all of Washington, D.C. This summer, and so that's not only the D.C. Metropolitan Police Department with 4000 officers, but an additional 11,000 agents across Secret Service, Park Police, Capitol Police, a…”

“That'll probably be ten billion by the end of the year.”