AI labs

“I do think on how it is received and how people use it, as the labs, you know, attach tools and function calling to the ability to do this type of planning and iterative reasoning, I think people are going to get a lot more excited.”

“Whenever the next model comes or whenever, you know, one of the AI labs eventually integrates that into their chat products or whatever those companies, you know, kind of tend to go away pretty quickly.”

“I think it's going to be hard for one lab to do everything there and there's going to be, you know, more specialization as we progress further and further and marginal gains in each industry become more challenging.”

“It's used by all of the top AI labs to hire thousands of people that train the next generation of models.”

“I think before they tackle our space, there will probably be other spaces they have to tackle first. Yeah. Coding's probably one of them.”

“And maybe this is a strong statement, but I say for most labs, like the human is kind of, you know, the intermediate until you have like this fully automated, like, you know, system. And so spending a lot of time optimizing things for being really good at unde…”

“ADP Took 20 something years to grow from a billion to ten billion in revenue. And then the next wave of companies like Adobe took about 20 years to go from one to 10. And then you fast forward in time and you have things like Salesforce or SAPs for an even mor…”

“The model release cycle is, look, we're releasing new models, like, every two or three months at this point, and so a model comes out, it takes two or three months to push it to its limits, and then you have another model come out, and so nobody actually knows…”

“I know some labs have slowed down on their hiring of researchers unless they're above a very, very high bar because the cost isn't the research or it's the compute associated with the person.”

“I'm hearing about, you know, labs going to Wall Street and trying to buy data from a hedge funds and try to understand how to map and analyze companies.”