Ep8. AI Models, Data Scaling, Enterprise & Personal AI | BG2 with Bill Gurley & Brad Gerstner
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- Опубліковано 5 сер 2024
- Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Head of Groq Cloud) they discuss AI Models, Data Scaling, Enterpise AI, Personal AI, the tech markets, and more. Enjoy another episode of Bg2.
Timestamps:
(00:00) Intro
(01:10) $META Llama 3
(20:40) Enterprise AI
(36:50) Personal AI
(50:07) $TSLA Earnings Call & Rideshare
(52:10) Tech Check
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap x.com/altcap
Bill Gurley @bgurley x.com/bgurley
Sunny Madra @sundeep x.com/sundeep
BG2 Pod @bg2pod x.com/BG2Pod - Наука та технологія
Keep it coming boys, we could use this weekly 🤩
It probably shouldn’t be weekly. The value gets diluted when you have a forced cadence like a weekly podcast.
Nah, biweekly is perfect.
Prefer every other week as well - allows for enough stuff happening, and opportunity to go deeper. All In Pod for instance coudl probably benefit from every other week.
Best new pod out there
💯
facts
lol
This podcast is gold. Extremely holistic and cutting-edge. This is like the compass to navigate the AI revolution currently.
Amazing pod all around: Brad, Bill, and Sunny - appreciate Sunny’s ai insights as well as for being a cool chill dude.
Much better than ALL IN! Not by comedy but honest feedback on practical application of knowledge.
Tired of politics. Been listening to podcast since I was a kid. Joe Rogan day 1 as well as all in.
The dudes are back! What an exciting time for these conversations, so much is happening so fast and I’m always excited to hear what they have to say about the latest happenings.
Excellent information! Thank you all three for taking time out of your schedule.
Great flow - shout out to Brad who efficiently transitions the conversation to new topics.
Great episode, nice flow between the three of you
You guys make us all a notch smarter.. thanks for giving us a front row seat to the most exciting of times!!
Great episode. Good to hear a conversation about all the models being released and the impact we might see.
This was pretty good AI talk, keep it coming Brad, Bill, and Sunny!
Whoa, new podcast with two legends?? Very glad this exists :)
awesome conversation, from a layperson trying to grasp what may happen tomorrow/future it would be very informative for someone like sunny while on this pod to give a 30000 feet macro opinion of where this world is heading Thanks for all taking the time to do this
loved the deep dive! also great input of SM
thank you for the pod lads!
Loveeee Sunny.... such a coooool geezer!!!!
I have no idea what the first 40 minutes were about...but I appreciate the high level discussion.
Stay in the game keep learning everyday lil bit at a time! God bless the mission.
Sunny is a very good addition to the team (hopefully it is permanent). With all due respect to BG2 since they haven't personally built anything significant, they don't have an entrepreneur's perspective like Sunny does. As a successful entrepreneur myself, I like what Sunny provides to this discussion.
I’d suggest that Benchmark Capital and Altimeter Capital and their respective track records are each outstandingly “significant”…and then throw in BG2 Pod, again, significant
Lol, look up Altimeter and re-read your comment again. 😂
Please Do more research, this is incorrect
What have you successfully built?
it will ruin the name of the pod
Thanks for this
new favorite podcast
Aha, I see a challenge to the All In Pod and I for 1 welcome this challenge.
The besties will appreciate some heavy hitting competitors like you chaps.
Sub’d!! Bring it on.
I love VC podcasts because being a successful investor/CEO VERY strongly selects for having an accurate and nuanced view of the world. On a surprisingly wide range of topics also!
great pod, much better than all in
Man this is a great podcast and episode
Excellent episode, thanks
Open Source will always advance the technology faster than closed source. Closed might be more...pleasing to use & look at, but open will do the work.
Thank you
Appreciate all the great insights
Great pod! would love if you can post sources in the bio
Oh wow. All-in, we're coming for ya
Tesla is just getting started.
Wating for the next episode ⭐️
Great show!
Love the pod ❤ but feels like Brad is in a rush, relax even if it gets longer
This is pure awesomeness
Sunny!!!!! Sunny becoming a legend overnight… going to leave jcal behind 😂
Just wanted to say thanks for sane and rational and informative discussion around Tesla. Granted I’m a bull, but there’s so much garbage Tesla content… thanks!
Thank you gents
Do current models allow for different 'urgency' to return a result? I may want most search results instantly, but if I can prompt to...'Take some time, triple check your work, include footnotes, and cite sources; I'll review your results and provide feedback in an hour...' that could be more productive for me, compared to immediate results with lots of follow up interaction needed from me, to get to what I need.
All in pod : good high level overview of all things
This pod : better mid level view of tech/AI
Subscribed
Thanks
bring Sunny back
Memory in GPT was just announced today. Not like it will be but the initiation of memory.
great pod.
Brad, you could let others speak more - would be great
Sunny should be a regular
Experts at work 👨🍳
It would be great to get Sunny’s perspective on Apple LLM Open Source projects and how it compares/differentiates vs Llama3, Mistral, Databricks DBRX, etc
The only thing I don't like about this podcast is it's not weekly :) The LLAMA-3 segment was straight 🔥🔥🔥
I think eventually the largest ai models will be somewhat commoditized but the differentiators will be the surrounding structure built around models for developers to use and plug into
No FUD pure pleasure
Where can i use llama 3 with a nice GUI?
not hitting on Bill but he looks FINNNNNNEEEE today!!!!
These dudes just feel like you could sit down and have a beer with 'em
•Shiner Bock
❤❤❤❤❤
Brad is the best moderator/talent (sorry JCal), Bill is the ‘Legend’ & Sunny is still out on the field (understands the play).
An awesome lineup. Please consider weekly episodes to stay relevant.
in all these tech discussions, it's easy to forget that people are paying for convenience so $20 certainly isn't dead
Way better than JCAL moderating. He’s brutal.
When they speak of the money not being in the model and more so in what to do with the model, it just seems like Palantir solves all these issues.
I think the next GPT is going to be a more efficient GPT4 with lots of small specialized models. Trying to stuff everything into one model doesnt make much sense. It makes more sense to have lots of specialized models with an agent system working with those models.
I love that sunny is not too butthurt about groq, actually he seems to express relatively neutral views
I would think the JOBS Act is the reason why we have change in Private to Public Companies...
Get operators, yes pls
So much alpha 🎉
No "Zero-Shot" Without Exponential Data: Pretraining Concept
Frequeney Determines Multimodal Model Performance
Does anyone know what brand/model of standing desk is behind Brad?
"Models - Models - Models - Models"....."Zuck threw down!" 😆
@brad, what does one need to do to work for you
This Pod would have more success with a better name.
Who gives a fuck? This isn’t all in. It’s better and it doesn’t need to do anything besides make great content when they want to record.
Real honest question you guys are so optimistic how come you never talk about the real issues like electricity usage ,lack of copper building, this infrastructure and how it's going to affect the society with unemployment? Thanks
Hmm.. Tesla has largely solved autonomy.. what human disease discoveries are next.. ever hear the expression missing the forest for the 🌲's..
I am an investor, just more realistic
Nope.. you truly missing the moment and dramatic benefits for humanity..
These 3 BlackShirtGPTs speak too slow, they aren't processing tokens fast enough so I had to set playback to 1.75x speed :)
Great content, love learning from the masters! But your faces are too dark (exposure) and red (white balance) relative to backgrounds; consider your team putting up a large strong pendant light over the conf table, or if such exists and isn't fixing it, a chandelier of baffled softboxes aimed at each side of the table (most appealing result, but most unusual-looking apparatus). At min, post-process the footage with Premiere's Lumetri Color (or comparable). Lighting is an underrated investment - will make much better content from this conf.rm., and people in it will enjoy looking good to one another!
problem is energy not compute.
Imo spending that much on cap x will ultimately prove fruitless, but will serve to thwart other potential threats to current business models, there wading into a field on what will become a series of diminishing returns in-terms of capturable market space, I feel like they are doing the heavy lifting here for the next gen of a.i companies while thwarting the current apparatus just as it takes form.
You could have rates at 50% and still have inflation if oil prices go higher.
Low energy supply is driving inflation, not high money supply.
GPT now has memory
I think they're overestimating the potential of open-sourced models like LLama 3 in the Enterprise space. These open models don't provide some of the critical features important to F500 companies like security, control, legal/IP protection, etc.. Let alone the enormous overhead costs of maintaining an open model.
category 5 earthquake? whp kidnapped richter?
million tokens into the prompt... seems like a lot ;-)
Going to need that if we want to avoid fine-tuning for every use case.
I find it disturbing how we never talk about the huge failures like Lacework and analyze what went wrong. This would be an interesting topic.
just a couple words...Tony Seba
You will be able to order a tesla robotaxi from X
Billecart-Salmon? Dom 2012 way better choice.
I love how you guys often describe what Palantir does at its highest level but you never say the company name which is Palantir.Palantir…..Palantir…….Palantir
Why does Brad sound like tiktok AI?
Allow others to talk
Shouldnshould be here every time u talk about ai
Who is here after the All in podcast? Had one of the worst episodes ever? 😂🎉😂
How about speaking similar amount of times each & not dominating the conversation? Feel like Bill & the guest isn't really speaking.
Brad is moderating.
Who is here again the 2nd time after All in had their worst epi of all time in a while xD
groq is doomed. ceo is a dork being feted here by his investors.
Just dont invite sheryl sandberg plz
1 bg talks to much
The 405, In Los Angeles,
Is DEAD STOPPED WITH TRAFIC ZUCKER! 🙄👊🏾 Way to go ZUCKER! 🦾😎🧟♀️