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Jamin Ball

@jaminball • 93,496 subscribers

Partner at Altimeter Capital. Dad to 4 amazing kids. No investment advice, all views personal

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Introducing: First Pass! Altimeter's new video series breaking down the latest trends in AI, hosted by myself and Palak Goel AI evolves so quickly. We wanted to create a series of short (~10 minute) videos taking a First Pass on the latest trends First up: Simon Mo on GLM5.2

Introducing: First Pass! Altimeter's new video series breaking down the latest trends in AI, hosted by myself and Palak Goel AI evolves so quickly. We wanted to create a series of short (~10 minute) videos taking a First Pass on the latest trends First up: Simon Mo on GLM5.2

152,082 次观看 • 4 个月前

Next up on Altimeter Capital First Pass: A conversation with Matei Zaharia from Databricks on Omnigent Agents are in their infancy, and so are the ways we develop and build them. Omnigent is a meta-harness aimed at solving many of the gaps in agent development today

Next up on Altimeter Capital First Pass: A conversation with Matei Zaharia from Databricks on Omnigent Agents are in their infancy, and so are the ways we develop and build them. Omnigent is a meta-harness aimed at solving many of the gaps in agent development today

46,664 次观看 • 3 个月前

Standing ovation for Brad Gerstner at the State of the Union tonight. Trump Accounts / Invest America | Trump Accounts is such an incredible initiative

Standing ovation for Brad Gerstner at the State of the Union tonight. Trump Accounts / Invest America | Trump Accounts is such an incredible initiative

92,611 次观看 • 8 个月前

Next up on First Pass: a conversation with Sam Crowder from LangChain on decision models. Jev from TypeSafe AI took the world by storm. Then OpenAI and Databricks released producs (Decisions API and ai_decide function) So what are Decision Models? We dig in!

Next up on First Pass: a conversation with Sam Crowder from LangChain on decision models. Jev from TypeSafe AI took the world by storm. Then OpenAI and Databricks released producs (Decisions API and ai_decide function) So what are Decision Models? We dig in!

12,147 次观看 • 22 天前

We're very excited for to come out of stealth today. We Altimeter Capital co-led their seed round with TLV Partners, and believe they're building a crucial layer in the AI stack. It's clear two things are happening simultaneously - AI systems are making more consequential decision while their risk is going up (see Hugging Face incident). An existential questions becomes "how can you prove a model did what it was supposed to do?" Attestable is building this exact integrity and verification layer for AI, using zero-knowledge proofs to verify the right model ran on the right inputs and called the right tools. As agent workloads become longer running, verifying each step becomes even more important. The technical breakthroughs the Attestable has made to get here are incredible. Zero-knowledge proofs used to carry a 1,000,000x compute overhead, making them completely impractical for AI. The Attestable team has gotten this down many orders of magnitude, making ZK for AI something that can actually be deployed. We'll need this kind of integrity / security solution in a post-quantum world :) From securing model weights, to proving open models are backdoor-free, to giving agents verifiable identity - Attestable is building the integrity layer for an AI-powered world. As co-founder Yogi puts it: every token should be a proven token. More below from my conversation with Yogi

We're very excited for to come out of stealth today. We Altimeter Capital co-led their seed round with TLV Partners, and believe they're building a crucial layer in the AI stack. It's clear two things are happening simultaneously - AI systems are making more consequential decision while their risk is going up (see Hugging Face incident). An existential questions becomes "how can you prove a model did what it was supposed to do?" Attestable is building this exact integrity and verification layer for AI, using zero-knowledge proofs to verify the right model ran on the right inputs and called the right tools. As agent workloads become longer running, verifying each step becomes even more important. The technical breakthroughs the Attestable has made to get here are incredible. Zero-knowledge proofs used to carry a 1,000,000x compute overhead, making them completely impractical for AI. The Attestable team has gotten this down many orders of magnitude, making ZK for AI something that can actually be deployed. We'll need this kind of integrity / security solution in a post-quantum world :) From securing model weights, to proving open models are backdoor-free, to giving agents verifiable identity - Attestable is building the integrity layer for an AI-powered world. As co-founder Yogi puts it: every token should be a proven token. More below from my conversation with Yogi

32,055 次观看 • 2 个月前

Next up on First Pass: A conversation with Yash Patil from Applied Compute. Customized models are coming. But how can enterprises get ready for this future? We dug in on questions like that with Yash

Next up on First Pass: A conversation with Yash Patil from Applied Compute. Customized models are coming. But how can enterprises get ready for this future? We dug in on questions like that with Yash

11,662 次观看 • 1 个月前

Next up on First Pass: A conversation with Jesse Zhang from Decagon about how everyone is wrong about open source AI Decagon runs ~90% of their workloads on open source models, however their spend on open models fell to 11% (from 19% a year ago).

Next up on First Pass: A conversation with Jesse Zhang from Decagon about how everyone is wrong about open source AI Decagon runs ~90% of their workloads on open source models, however their spend on open models fell to 11% (from 19% a year ago).

16,087 次观看 • 2 个月前

Next up on First Pass: A conversation with Simon Mo from Inferact on Kimi K3. We discuss: - The basics on the K3 model (it's huge!) - Why open weight models are important - The engineering complexity of working with a model this large - Innovative licensing models And more!

Next up on First Pass: A conversation with Simon Mo from Inferact on Kimi K3. We discuss: - The basics on the K3 model (it's huge!) - Why open weight models are important - The engineering complexity of working with a model this large - Innovative licensing models And more!

13,707 次观看 • 3 个月前

Next up on First Pass: A conversation with Neil Rahilly about how Sierra AI-pilled their org Great discussion around how a world class organization builds AI tooling

Next up on First Pass: A conversation with Neil Rahilly about how Sierra AI-pilled their org Great discussion around how a world class organization builds AI tooling

10,257 次观看 • 2 个月前

If you watch anything today, watch this. Let’s make every kid an owner in America and give everyone some skin in the game. Amazing initiative Invest America | Trump Accounts Brad Gerstner

If you watch anything today, watch this. Let’s make every kid an owner in America and give everyone some skin in the game. Amazing initiative Invest America | Trump Accounts Brad Gerstner

38,712 次观看 • 1 年前

Checkpointing saves the state of an AI model during training so you can resume or recover without starting over. But writing massive checkpoints fast enough to keep GPUs busy is a real challenge. Below, David Flynn describes how Hammerspace makes checkpointing efficient

Checkpointing saves the state of an AI model during training so you can resume or recover without starting over. But writing massive checkpoints fast enough to keep GPUs busy is a real challenge. Below, David Flynn describes how Hammerspace makes checkpointing efficient

11,088 次观看 • 1 年前

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