Straight Answers

“Should other, should the Philippines move back to more of a manufacturing base? Like, how do you think about that on a global basis?”

answered: “clearly the AI is changing the whole landscape, and I think the impact”

“And then, yeah, the, just the task of making, making the data and making the tools. I mean, I've, I've said this already a few times, but that, that's a lot of work.”

answered: “I was just looking at my history of queries.”

“Why do you think we do this podcast?”

answered: “a lot of data is going to, um, find its way into some AI systems”

“Or we have this other project led by Kyle Fish, our model welfare lead. Where Claude can actually opt out of conversations if it's going too far in the wrong direction.”

answered: “What aspects of that should a company actually adjudicate?”

“We remember what it's like to have all bucks stop with you. And if there's a way that we can apply that level of decisiveness here, And accelerate teams through like the otherwise, like, you know, design by committee bullshit that kills a lot of companies, then like that's a net positive, right?”

answered: “The other piece of buying in companies is sort of integrating different systems and platforms.”

“You know, I'm actually going to launch a feature that includes generative AI. Do you have a sense of sort of how that breaks out across your customer base on the proportion that's doing each at this point in the, in this early cycle?”

answered: “for me, it's like efficiency, productivity gains, and also creativity.”

“Was it after a specific tool came out? Like when, when was that moment for you?”

answered: “I like to think of product market fit as a spectrum”

“On that, on that same, uh, early call, where are you investing it? Or where, where are you, uh, putting the brunt of that, both capital and effort?”

answered: “What's important is the idea that, but you've got savings, you've got money”

“Um, do you think that either Intel or future semiconductor company 10 years from now looks radically different from today given AI? And if so, how?”

answered: “back to Sarah, your question about capital intensive. And a little bit unpredictable”

“Do you have any thoughts or predictions in terms of what disease areas this work will impact first? I know it's very hard to be predictive about these things, but just given the nature of the work and the nature of the models, are there areas you're most optimistic about in the short to medium term?”

answered: “that's actually not how I think about it at least. The way I think”

“And then often those sorts of things tend to be censored, right? And so the question is why, why would a foundation model company Delve into some of those areas.”

answered: “I'm not up on the, on the details of that enough to comment, but”

“So a lot of folks I know, um, may use one of the existing vector DBs, or in some cases are just using Postgres with, um, with PG vector, right? How do you think about the need for vector databases as sort of standalone Pieces of infrastructure versus just, you know, adopting Postgres versus doing something else.”

answered: “that's actually a bigger question that I'm more excited about”

“Like, we just need a version of search that works in real environments and is useful for getting to flow. When, when in the story of Sourcegraph did you start thinking about how advancements in AI could, could change the product?”

answered: “My first love in terms of computer science was, it was actually AI”

“The other, um, potential, uh, part of output for videos obviously is text to speech or some sort of voice or other ways to sort of accompany the video or animate it. What is your view in terms of the state of the art of text to speech systems and how those are evolving?”

answered: “I haven't tracked the text to speech quite as much. What I have tracked”

“How do we make sure this American stack is dominating that market share of tokens inference? Very good method.”

answered: “one other thing that you didn't mention, I feel, is a cultural exportation”

“Can you actually explain the difference between those two things, like a clinical versus a billable note?”

answered: “But I think another key insight for us that served us well”

“What if I just want my brain to be a better computer or a richer one in terms of understanding other people's experiences?”

answered: “I mean, I think that you still, there is an important question here.”

“Um, and then the interesting question is, uh, and we've been talking about this for a long time. I remember 20 years ago, people were talking about how we'd eventually hit this, hit a point where we ran out of space on this, um, is do you run into some sort of asymptote that actually normalizes performance across different foundries or not?”

answered: “And I still remember, 18 years ago, and I, I still investing in semiconductor.”

“I know that you mentioned earlier that you were going to try and cure prevent all diseases, um, within a hundred years, and you mentioned, hey, it could actually be sooner now given all the advances in AI. Do you have some thought of when we think we'll be closer to that goal or something?”

answered: “I mean, I'm optimistic it'll be sooner... we really look at more kind of systems”

“How do you differentiate, um, Alpha Evolve from like Alpha Tensor and FunSearch and some other, um, projects in this sort of lineage of this?”

answered: “if you look back at the history of, uh, DeepMind”

“Can you actually explain the difference between those two things, like a clinical versus a billable note?”

answered: “But I think another key insight for us that served us well”

“How do you think given that about, um, AI and foundation model companies then? Because if, if the idea is, uh, you know, allowing ideas to win in the marketplace, I think there's a big question about how much Um, ideas and research matter versus investment in GPU data centers at scale.”

answered: “there is a big question right now, I think, especially among, you know, creative professionals”

“Do you think those sorts of approaches make sense? Or do you think, you know, there should be a different mix of sort of regulatory action?”

answered: “my job is not to come up with... What's the right way to regulate”

“So still, um, Posterous Age Gary, when do you start making angel investments?”

answered: “Oh gosh, it was much later. I mean, let's see. Posterous was funny”

“So I don't know if it's grids, but you're asking users to, you know, um, express preferences more so than I, I think, uh, perhaps other research efforts are. Can you talk about just like generally your data curation strategy, if there's some sort of overall framework or if community is a big piece of it?”

answered: “a little tough to go into it too deeply because, yeah, it does feel like a little bit of a secret sauce”

“What, what sort of tooling are you all building at Eon to allow people to make use their data for AI applications? Like, how are you thinking about this problem yourselves or what, what sort of tools are your customers asking for?”

answered: “let's go back from the, the, the problem statement”

“So more recently, you guys had a, a big breakthrough in terms of experience and consumer openness to, um, AI summaries, which look very different from traditional search. Can you just talk about how this product came about and what you had to build to enable it?”

answered: “in some sense, AI summaries... Google's always known that, you know, an answer right in the main search”

“I mean, that's a good transition to, like, what are you doing?”

answered: “Basically, people having less say in, kind of, the things that get built.”

“Do they expect that to be agents or something else in terms of starting to take action?”

answered: “we can come there too, but I think because he has a search question”

“So are you doing a lot with the chatbots, right? In other words, there are people who effectively view themselves as being in relationships with.”

answered: “Yeah. They don't have bodies yet. I mean, you could start to reason”

“Are there certain areas of supply chain that we should be repatriating back? Or how should we be thinking about more generally American manufacturing?”

answered: “The third piece of the app action plan... is around making sure the world uses our Standards”

“I think that was for just one car model too, right? That was like a BMW or something in the time.”

answered: “That is the challenge with a retrofit business. It's like without the blessing”

“Are there certain areas where we're already seeing large scale job displacement that you don't think is being reported on?”

answered: “things that like maybe no one even in like San Francisco is thinking about”

“You know, many of them actually, uh, work across multiple. How do you think about that in the context of modal in terms of your own compute versus hyperscalers versus, you know, the ability to run anywhere?”

answered: “And of course, there's also a sort of security compliance aspect of this.”

“You can be better or worse at it. Um, but does it become much more powerful somehow?”

answered: “I think the word CS maybe is the misnomer.”

“There's emergence of sovereign AI. How are you engaging with these other massive use cases that are coming now on the generative AI side?”

answered: “we view our role and our job in the ecosystem to be, to build data abundance.”

“Have you ever thought about actually spinning this out or offering it as a product to your customers? I'm sort of curious how you think about those dimensions of this.”

answered: “I think that question gets asked a lot and like you generally get with a nuanced”

“Yeah, that's cool. Are there any ways that people have started to use a product that were very unexpected for you or surprising use cases or applications or other things people have done with it?”

answered: “It is maybe not surprising that people love to feel creative and they love”

“Versus at least quantity of compute used in fine tuning or training outside of a few large labs. Like, how do you think about this and how should customers think about Google's model quality versus others?”

answered: “the customer should have Availability and optionality. So if there's a model that's coming out”

“Do you think everybody's kind of on their own? Like, I'm a little bit curious how you think about the open source world relative to models given how important LAMA has become so rapidly.”

answered: “So I think it makes a lot of sense for them to do that.”

“Um, that is often where their friends go, and sometimes it's where investor friends will direct them. What advice would you have for people choosing that company in terms of the things you can't change?”

answered: “don't go working for some consulting firm, you know, out of school”

“I'm sort of curious, what made you decide to go into Calico? Because you mentioned your career was split between Life sciences and computer sciences, and so you went down the computer science online learning route, and then you went back into biology, so I'm a little bit curious what drove you back in.”

answered: “I'm going to go back and answer the earlier part of that”