Logan Kilpatrick of Google AI explains the favorable economic tailwinds benefiting developers building AI applications.
Opinion
Kilpatrick: Pre-Training Isn't Dead; Gains Multiply Through Post-Training and RL
“And this is why, like, I don't subscribe to the, like pre-training is, you know, dead and all that stuff, because the more work that you can do at the pre-training level, those capabilities, as you do post-training and as you give the models RL capability, it'…”
Assertion Supported
Kilpatrick: AI models now outperform humans on most vision tasks
“If you look at like multimodal, like the fact that the models can like with better, better than just from a multimodal input perspective, better than humans are at like most vision tasks, like The number of products and like things that that unlocks is like tr…”
Insight
Kilpatrick: Pushing the AI Pareto Frontier Uniquely Increases Builder Margins
“And like the margin for people building AI products actually goes up every, like the farther you push the Pareto frontier, the more money builders get to make, which is like such a interesting and like unique thing about this AI moment that I actually don't th…”
Opinion
Kilpatrick: ChatGPT's consumer success was driven by its API business
“I think part of my core worldview is a lot of the reason that ChatGPT has been as successful as it has
Is because there was an API business built around it.”
Assertion Supported
Kilpatrick: Gemini 2.5 Pro Relied on Pre-Training Innovations, Not Just RL
“But I think if you look at like a, an example of this in practice, like 2.5 pro is actually an example where it wasn't just like RL scaling that made that model better. Yes, RL was part of the story, but like there was also a bunch of pre-training innovation a…”
Assertion Supported
Kilpatrick: Google's Full-Stack Control Extends From Silicon to Model Delivery
“Google controls. From a product perspective, like all the way to how the models are delivered to how the models are trained down to the silicon. So like you can make decisions assuming a bunch of those things are going to be true, which is like a lot of folks …”