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"A system that can literally engineer matter is going to be of key importance to everybody." Liam Fedus and Ekin Dogus Cubuk are the co-founders of Periodic Labs, a San Francisco-based startup building AI systems and autonomous laboratories to discover new materials, starting with a higher-temperature superconductor. Fedus previously...

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Mario Gabriele

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32,605 Aufrufe • vor 13 Tagen •via X (Twitter)

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Davevor 11 Tagen

@LiamFedus @ekindogus @periodiclabs Love this! When was this podcast/interview filmed?

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1/ ChatGPT had the internet. AI for science has no equivalent. Liam Fedus helped create ChatGPT and went on to lead post-training at OpenAI. Now he’s building Periodic Labs because better models alone won’t get us to an AI scientist. We talked about why Periodic is building physical labs and what Liam learned from being inside OpenAI as ChatGPT took off on today's episode of The Frontier.
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Loved the conversation on Uncapped with David George, head of growth investing at a16z. He's an incredible investor and can go deep on a huge range of topics. We talked all about investing at this point in the AI cycle and we covered a lot of ground -- frontier vs. open source, what could make it all keep running vs. slow down, application vs. infra, robotics and autonomy, narrative and vibes, and lots more. Hope you enjoy! Timestamps: (0:00) Intro (0:23) The answer to every AI question is "and" (1:27) Where we are in the AI buildout (4:55) What would stop the train (7:16) Sellers vs. buyers of tokens (10:39) Frontier labs vs. open source (13:18) App investing and the coding blast radius (14:01) Legal as a category (20:46) Consumer AI (22:14) From reactive to proactive (25:52) AI, autonomy, robotics, bio health (27:49) Autonomous driving and why it's underappreciated (30:46) Robotics and what comes next (33:25) Benchmark's new growth fund (34:11) Why growth investing is compelling now (34:53) Half of private market returns happen at growth (37:57) Product cycle vs. capital cycle (41:54) The importance of narrative (43:14) Why vibes really matter (46:20) Never short a messianic founder (49:39) How big can Andreessen Horowitz get
53:11

Loved the conversation on Uncapped with David George, head of growth investing at a16z. He's an incredible investor and can go deep on a huge range of topics. We talked all about investing at this point in the AI cycle and we covered a lot of ground -- frontier vs. open source, what could make it all keep running vs. slow down, application vs. infra, robotics and autonomy, narrative and vibes, and lots more. Hope you enjoy! Timestamps: (0:00) Intro (0:23) The answer to every AI question is "and" (1:27) Where we are in the AI buildout (4:55) What would stop the train (7:16) Sellers vs. buyers of tokens (10:39) Frontier labs vs. open source (13:18) App investing and the coding blast radius (14:01) Legal as a category (20:46) Consumer AI (22:14) From reactive to proactive (25:52) AI, autonomy, robotics, bio health (27:49) Autonomous driving and why it's underappreciated (30:46) Robotics and what comes next (33:25) Benchmark's new growth fund (34:11) Why growth investing is compelling now (34:53) Half of private market returns happen at growth (37:57) Product cycle vs. capital cycle (41:54) The importance of narrative (43:14) Why vibes really matter (46:20) Never short a messianic founder (49:39) How big can Andreessen Horowitz get

Jack Altman

57,444 Aufrufe • vor 11 Tagen

Periodic Labs cofounder Liam Fedus on why so many physicists are working on AI: "I think [physics is] a great way to think about the world. It's very principled, very hard-nosed scientists, very careful. And I think it's just such an incredible field. You have such high leverage in computer science, in AI. And so I think a lot of physicists were seeing that." "After the discovery of the Higgs, I think a lot of high energy physicists were sort of looking for what's next." "Ultimately it becomes bottlenecked on the new apparatus for pushing the next energy frontier." "And I think a lot of physicists were looking at their skillset and looking at the progress elsewhere and saying like, hey, I think I could be a huge contributor elsewhere." Liam Fedus on No Priors with Elad Gil
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Periodic Labs cofounder Liam Fedus on why so many physicists are working on AI: "I think [physics is] a great way to think about the world. It's very principled, very hard-nosed scientists, very careful. And I think it's just such an incredible field. You have such high leverage in computer science, in AI. And so I think a lot of physicists were seeing that." "After the discovery of the Higgs, I think a lot of high energy physicists were sort of looking for what's next." "Ultimately it becomes bottlenecked on the new apparatus for pushing the next energy frontier." "And I think a lot of physicists were looking at their skillset and looking at the progress elsewhere and saying like, hey, I think I could be a huge contributor elsewhere." Liam Fedus on No Priors with Elad Gil

a16z

41,427 Aufrufe • vor 6 Monaten