AI model

“Luckily, over the last two years, the cost per token has come down 95%”

“People built these very fancy frameworks and systems that were fairly complex and complicated to improve the orchestration capability of the model. And, you know, there were some very impressive engineering feats that happened as a result of that. But now the …”

“I think the, they're gonna get more expensive as the models get better the compute needs are gonna, you know, increase, and then you're gonna get better.”

“If the human can do at least one thing better than the model, yes, they are going to add value. That is where the costs will go. If all the other costs will go to zero, this will become, you know at least as far as micro economics goes the this is where the ye…”

“The one thing I think that makes this business a bit of a moving target is that the models do learn pretty rapidly. Like if you are offering a certain type of this thing a certain kind of a collaboration to labs with a certain, let's say, type of talent and a …”

“Definitely. This is not the case with the law and a number of other law or taxes and a number of other things, but it's only a matter of time. I think the models will get there in the next probably year or two.”

“Generally speaking, there's less of a room for simpler tasks. The more you're doing expert level tasks the more room might be there. The more you are into some you get closer and closer to these long horizon tasks. The kind of thing that would take a human one…”

“The only way you can build models like that is you have to go basically co-design everything. Otherwise you're going to sacrifice something for something else.”