Sarah Wang
@sarahdingwang • 16,813 subscribers
General Partner @a16z growth fund. “Excellence is the capacity to take pain”
Videos
Narrative violation from Dylan on Dwarkesh: H100s are worth *more* today than they were 3 years ago. There's a sentiment that data center buildouts are priced into the risk of rapidly depreciating GPUs. But the models want to learn. Token prices are falling so fast that you can get more intelligence out of GPT-5.4 on a 3-year old H100 than GPT-4 on a brand new H100. Dylan Patel dwarkeshpatel
Sarah Wang159,395 Aufrufe • vor 8 Monaten
Ali Ghodsi explains how Databricks’ Ontology digitizes everything that happens in an organization to give AI maximum context: “Ontology just means in an organization, the relationship between all the abstract concepts of all the goals and all the departments and all the people and all the projects that are going on.” “Of all of our customers, we have the largest Ontology… It’s millions and millions of nodes in the graph.” “You have a tree structure organization, and information flows up and down the tree structure. If you can’t make a decision, you escalate to your boss. Maybe they can tie break, it escalates up. They need to get up to speed on what’s happening, and they need to get all the context, and then they make decisions.” “Once decisions get made, you have to percolate them down in the organization. A lot of this can now be done by AI if you have an Ontology.” “It’s a game changer for us.” Ali Ghodsi
Sarah Wang24,655 Aufrufe • vor 1 Monat
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