The Calls

“And then all of a sudden, like we have this category defining medicine that's going to go on to probably be the best selling drug of all, all time.”

“I think the highly energy intense workloads will converge around the low cost electricity places. You'll see a lot of that go to the Gulf. You'll see a lot of that go to Texas. And you're seeing that now, right, with Stargate and Abilene and all the big produc…”

“You know, there's a CEO of a well-known AI company who actually, this is like his dinner question where he'll just ask people around the table, what proportion do you think that your kids will at least at one point in their life date an AI bot or have them as …”

“Most companies are not going to build their own models over time. They might tweak them a little bit, but I think a lot of companies are going to build, are going to use the applications that use the software and the models underneath.”

“My prediction is that reg will be much cheaper than long contacts going forward.”

“I think one of the imported pieces will be kind of a green lock, similar to SSL transition on the content, right? Like as you go to YouTube, as you go to you know, New York times, you actually will see that like, Hey, this content been signed by this party and…”

“五年後にはほとんどの教師が生成案を使って授業計画、採点、進行状況報告、評価基準作成を行うのは安全だと思います。小さい、すでに来年の後半にそれが実現する可能性があります。”

“And then I think in three to five years, yeah, you're going to be able to video conference with your tutor, which then makes it like a real thing that you can have a long journey with.”

“With the additional breakthroughs that are coming through, it'll be 25 frame images a second. That's a hundred times speed up over a hundred times just from getting it out there and people interested in doing that.”

“You will see ChatGPT level models running on the edge on smartphones in five years, which will be crazy.”

“I have every confidence that a robotic foundation model will be discovered, and that, that through, through expressing yourself using human language you could cause a mechatronic system of almost different types of limbs and, you know, agility to be able to fi…”

“And so I think there's a lot of developer demand, and I think it, like, foreshadows we should see Apple creating interfaces for running models locally as part of their ecosystem. That's my general prediction.”

“I think on the foundation model side, from a venture capital or angel investor perspective I think we're going to see fewer new language models But we should see models in a lot of other areas and, you know, we have new things happening in music. We talked a l…”

“I think you know, a third area is the next set of foundation models are going to come, and by that I don't mean the Neolabs and the Next Gen LLM, which of course will happen, but I mean, physics, materials, science progress by models, math progress. And I thin…”

“And like, there's enough capital out there to test them, be they like diffusion or SSMs or whatever. And that's going to happen this next year.”

“Now all the models are chat models. You know, they're not going to be releasing any completion model going forward. And so if you want to build a completion based product, it's actually fairly difficult to do it using commercial APIs.”

“I expect, I mean, order of one, two years, you might see, wow, we went another order of magnitude from both state of the art and, of course, what's considered a commodity. So I'm pretty certain about this.”

“Code forces and other competitive coding environments. The models are almost best in the world, and within the year will probably be just the best in the world.”

“I think there will be even more now with the approval of some of the earliest Alzheimer's drugs, because it's going to be part of the process by which people are either selected to receive the drug or not, depending on whether their brain MRI shows certain cer…”

“I think that is also going to be something where players like Epic are going to be able to partner with existing models and I think potentially deliver real value there.”

“And then it seems lucky that a lot of people will end up in the ten million plus range in the next a year or two or, you know, some reasonable timeframe ahead.”

“The thing I can say for sure, especially, and Dolly and like other, you know, results like this really highlighted is it does seem that the core tech is getting commoditized very quickly. So just, if you just want to run, you know, something like today's chat …”

“At least to get something with today's capabilities, I think it'll be you know, it'll be very affordable and you might just be able to run it locally on, you know, your phone or something.”

“You want to make a thing where you say, hey, computer, file my taxes, and it does the right thing. You know, I think we can get there. That's certainly in the next few years you know.”

“I think what is going to happen is that some of the larger content creators, you know, I would put people like Reddit and Quora. These are some of the forward thinking ones very much in that bucket. They're going to say, we want to be part of search, but we do…”

“So, you know, watch our blog, and I have a feeling that some prominent AI companies that are misbehaving are Can get called out pretty soon.”

“But we think, you know in 20, 25, we get into a place where you can assign a GitHub issue, a well-defined GitHub issue to a co-pilot and then it starts creating a draft pull request and it outlines the plan and then it works through its plan and you can, simil…”

“First, the foundation model market should at least partially consolidate. And it may be in the sort of ancillary areas. So that's image gen, video, voice, you know, a few other areas like that. Maybe some secondary LLMs or foundation models will also consolida…”

“We're looking at further reductions, 2030, 40 degrees down the line over the next 12 months.”

“But right now, if you look at RNA, manufacturing and distribution infrastructure, we're going to have six to eight billion doses two years from now, manufacturable and distributable across the globe.”

“You can probably easily 10 X that, you know, I wouldn't be surprised if there's a five hundred million dollar model that's trained in the next year or two.”

“My feeling is this is within reach, even in the current capabilities. Like if you hold constant the current capabilities, this is when reach within reaching the order of, you know, six to 18 months.”

“I think we're going to see really, really cool experiences on the image video audio side, because as you say, if the models get smaller and they get better they also get, you know, and there's different architectures, like what Cartesia is working on, you're g…”

“I think it's very it's very likely at this point that you end this year with a handful of GPT-IV level models, and that some of those are open source, right?”

“And so like, we're going to have a, you know, a market full of hardware accelerators, which are still optimized for transformers, or at least like similar structured architectures hitting the market like this year and next year.”

“Yeah, I think a year from now we're going to start to see some of these use cases actually work that today you could you can write these like we have the capabilities you can make some kind of agent to triage your email or to do scheduling or many of these wor…”

“OpenAI doesn't have GPTV and wide distribution, but, like, it'll get to wide distribution at some point in the not too distant future, and so, like, you'll have these, like, very powerful multimodal models”

“Like if I were a betting woman and I am, I bet there's a three, five level model in the open source ecosystem within a year.”

“I think we'll see, you know, first organizations like this, probably even this year where Potentially with a simpler mission, some kind of more straightforward like KPI metrics, but where kind of this information propagation and onboarding of people happens al…”

“We're going to increase you know, total flight volume by 400% in 2023 based just on contracts that are already signed. So that means we'll do about two times as many autonomous deliveries in 2023 as we've done in the history of the company since its founding.”