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.Ara Kharazian says Ramp data shows OpenAI has a "distinct advantage" over other major AI labs. "Just by nature of being the consumer default, if you're going to make an investment in AI for your employees, it's kind of a no-brainer. I think OpenAI is in a very safe place."

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Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

TBPN

164,015 görüntüleme • 6 ay önce

Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

Cloudflare CEO Matthew Prince says Googlebot sees 3.2x more of the web than OpenAI, and 4.8x more than Microsoft. And he worries this advantage will allow Google to run away with the AI race, with no one else being able to catch them. "For every one page that OpenAI sees, Google is seeing 3.2." "What I worry about is, because Google has this unique access to the web that nobody else has, the game might just go to them. Because at the end of the day, whoever has the most data wins in the era of AI."

TBPN

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Elon Musk: The lowest cost place to put AI data centers will be space ---- “The lowest cost place to put AI will be space. I think the case is a no-brainer for building AI, solar-powered AI data centers in space because, as you mentioned, it's also very cold in space. If you're in the shadow, then it's very cold in space, just 3 degrees Kelvin. So you just have your solar panels facing the Sun and then a radiator that's like pointed away from the Sun, so it has no Sun incidence and then it's just cooling. It's a very efficient cooling system. So the net effect is that the lowest cost place to put AI will be space and that'll be true within two years, maybe three, three at the latest.”

Elon Musk: The lowest cost place to put AI data centers will be space ---- “The lowest cost place to put AI will be space. I think the case is a no-brainer for building AI, solar-powered AI data centers in space because, as you mentioned, it's also very cold in space. If you're in the shadow, then it's very cold in space, just 3 degrees Kelvin. So you just have your solar panels facing the Sun and then a radiator that's like pointed away from the Sun, so it has no Sun incidence and then it's just cooling. It's a very efficient cooling system. So the net effect is that the lowest cost place to put AI will be space and that'll be true within two years, maybe three, three at the latest.”

Beanie👾

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I did not know how much of a data advantage Google has over the other AI companies. Matthew Prince 🌥 says they can access 3X as much data as OpenAI and nearly 5X as much as Bing. This could make it hard for those models—and Grok—to beat Gemini in the long run.

I did not know how much of a data advantage Google has over the other AI companies. Matthew Prince 🌥 says they can access 3X as much data as OpenAI and nearly 5X as much as Bing. This could make it hard for those models—and Grok—to beat Gemini in the long run.

nxthompson

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IN NEWS: Confident Security comes out of stealth with $4.2M in funding to launch CONFSEC, an end‑to‑end encrypted AI privacy layer. We spoke with Jonathan Mortensen on data privacy and security concerns: "You're an employee at Pfizer and upload a PDF to OpenAI that describes how you do drug discovery, maybe you care about that secret." "After the recent OpenAI court case where they were forced to retain deleted data, I think people are being a little cautious."

IN NEWS: Confident Security comes out of stealth with $4.2M in funding to launch CONFSEC, an end‑to‑end encrypted AI privacy layer. We spoke with Jonathan Mortensen on data privacy and security concerns: "You're an employee at Pfizer and upload a PDF to OpenAI that describes how you do drug discovery, maybe you care about that secret." "After the recent OpenAI court case where they were forced to retain deleted data, I think people are being a little cautious."

TBPN

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Is OpenAI going to outcompete AI startups? "I feel like Sam Altman has talked about this a bunch. It's not enough to drop AI in your business. You have to actually build a business. I don't think OpenAI is necessarily out to get all the startups. I actually think that on the API side, they very much hope that a lot of them do really, really well." Garry Tan on Y Combinator's Lightcone Podcast

Is OpenAI going to outcompete AI startups? "I feel like Sam Altman has talked about this a bunch. It's not enough to drop AI in your business. You have to actually build a business. I don't think OpenAI is necessarily out to get all the startups. I actually think that on the API side, they very much hope that a lot of them do really, really well." Garry Tan on Y Combinator's Lightcone Podcast

Overlap: Business & Tech

75,193 görüntüleme • 1 yıl önce

Jordi: Dario says you're a moron if you believe OpenAI's story around the DoW contract, but less than a month ago he was running Super Bowl ads that were intentionally designed to mislead hundreds of millions of Americans about OpenAI. I just don't think Dario is in that strong of a position to be complaining about or insinuating that OpenAI is lying when he's running Super Bowl ad campaigns that are lying to everyone about OpenAI. It's like, "Why should anyone trust you?"

Jordi: Dario says you're a moron if you believe OpenAI's story around the DoW contract, but less than a month ago he was running Super Bowl ads that were intentionally designed to mislead hundreds of millions of Americans about OpenAI. I just don't think Dario is in that strong of a position to be complaining about or insinuating that OpenAI is lying when he's running Super Bowl ad campaigns that are lying to everyone about OpenAI. It's like, "Why should anyone trust you?"

TBPN

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From the archive: Brian Armstrong on AI trading bots "We're going to get AI agents that can be your registered investment advisors." "Imagine you are in the Coinbase 🛡️ app and you tell them: I want to put in $10,000, go make me money." "It may make mistakes and there's a lot of details to figure out, but I think having a trading bot do a lot of that for you (is very cool)."

From the archive: Brian Armstrong on AI trading bots "We're going to get AI agents that can be your registered investment advisors." "Imagine you are in the Coinbase 🛡️ app and you tell them: I want to put in $10,000, go make me money." "It may make mistakes and there's a lot of details to figure out, but I think having a trading bot do a lot of that for you (is very cool)."

TBPN

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.tae kim believes the next six to nine months could be the biggest period of AI progress yet because of RSI. "The next six to nine months are going to be bigger than anyone believes... It'll be dramatically better for AI than the last two years in terms of advancements in capabilities." "RSI is a lot closer than people think... If RSI actually happens, and I think it sounds like both frontier labs think it's going to happen very soon, that's going to soak up an unbelievable amount of compute."

.tae kim believes the next six to nine months could be the biggest period of AI progress yet because of RSI. "The next six to nine months are going to be bigger than anyone believes... It'll be dramatically better for AI than the last two years in terms of advancements in capabilities." "RSI is a lot closer than people think... If RSI actually happens, and I think it sounds like both frontier labs think it's going to happen very soon, that's going to soak up an unbelievable amount of compute."

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Airbnb's Brian Chesky says there's still a massive opportunity in consumer AI, if only because almost every AI company is an enterprise/ coding company. "Almost every AI company is an enterprise company. The last stat I said on TBPN, like three months ago — and the stats haven't changed — was 175 companies in a YC batch, and 16 were consumer." "That trend hasn't changed. Almost everyone's going into coding and enterprise." "But the consumer [AI] experience hasn't fundamentally changed that much beyond a chatbot. I think the consumer is a massive opportunity for AI. I think it's going to need to be a richer user interface." "AI today is text, photos, and buttons. And some videos. And I think there's a breakthrough visual paradigm that could be much more immersive. With the new image and video models, you could do something so much more immersive."

Airbnb's Brian Chesky says there's still a massive opportunity in consumer AI, if only because almost every AI company is an enterprise/ coding company. "Almost every AI company is an enterprise company. The last stat I said on TBPN, like three months ago — and the stats haven't changed — was 175 companies in a YC batch, and 16 were consumer." "That trend hasn't changed. Almost everyone's going into coding and enterprise." "But the consumer [AI] experience hasn't fundamentally changed that much beyond a chatbot. I think the consumer is a massive opportunity for AI. I think it's going to need to be a richer user interface." "AI today is text, photos, and buttons. And some videos. And I think there's a breakthrough visual paradigm that could be much more immersive. With the new image and video models, you could do something so much more immersive."

TBPN

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Flapping Airplanes co-founder Asher Spector explains why data efficiency is the greatest bottleneck to AI adoption: "To the extent that AI has been hard to integrate into the economy, I really think it's because models are much less data-efficient than humans. If you want it to learn a new task, or put it in a new vertical, it takes thousands of times more effort than it does to just tell a human what to do." "If you can make a model a million times more data-efficient, it's a million times easier to put into the economy. There's a ton of cool stuff that you can do in really data-constrained regimes. For example, whether it's robotics, or scientific discovery, or even something like trading, these problems have very limited data, and existing AI systems aren't quite as good at them as they are at other things. I think that learning to learn with less data is just tremendously valuable in all of these domains."

Flapping Airplanes co-founder Asher Spector explains why data efficiency is the greatest bottleneck to AI adoption: "To the extent that AI has been hard to integrate into the economy, I really think it's because models are much less data-efficient than humans. If you want it to learn a new task, or put it in a new vertical, it takes thousands of times more effort than it does to just tell a human what to do." "If you can make a model a million times more data-efficient, it's a million times easier to put into the economy. There's a ton of cool stuff that you can do in really data-constrained regimes. For example, whether it's robotics, or scientific discovery, or even something like trading, these problems have very limited data, and existing AI systems aren't quite as good at them as they are at other things. I think that learning to learn with less data is just tremendously valuable in all of these domains."

TBPN

91,955 görüntüleme • 6 ay önce

Bloomberg's Mark Gurman: When OpenAI releases its device, Apple can just immediately fast-follow it and take all its market share. "Apple has the retail stores, the privacy story, the brand. OpenAI has this great AI brand, but they don't have a hardware brand." "I just think the bar to sell people hardware, even if it's good, and even if it comes from a big brand, it's a really high bar. It's a really high bar to sell in these Apple-like quantities."

TBPN

34,377 görüntüleme • 4 ay önce

"Enterprise makes a lot of sense until everyone does enterprise." Brian Chesky says we're going to see a massive revolution from enterprise to consumer AI in the next two years: "I saw a tweet recently that like 60 new neolabs are being formed. I've met a number of these researchers. A lot of them are interested in doing the same things." "Everyone's saying that consumer's hard. But you know what's also hard? Competing with 10 other companies in enterprise doing your idea too. That's also hard." "We're about to enter this new era where suddenly going beyond text is possible. I think you're going to even be able to see real-time AI-generated interfaces in the next year or two." "My prediction is, this has been the era of enterprise. Even [with] ChatGPT's breakout success, I would predict that most of their revenue is going to be going to Codex. And I think in the next two years, you're going to see a massive revolution in consumer." "We're going to try to do our part. I'm not sure Airbnb will be the company to blaze the trail. But I think someone has to. In another era, it would have been Apple. The Steve Jobs-era Apple would have done that."

"Enterprise makes a lot of sense until everyone does enterprise." Brian Chesky says we're going to see a massive revolution from enterprise to consumer AI in the next two years: "I saw a tweet recently that like 60 new neolabs are being formed. I've met a number of these researchers. A lot of them are interested in doing the same things." "Everyone's saying that consumer's hard. But you know what's also hard? Competing with 10 other companies in enterprise doing your idea too. That's also hard." "We're about to enter this new era where suddenly going beyond text is possible. I think you're going to even be able to see real-time AI-generated interfaces in the next year or two." "My prediction is, this has been the era of enterprise. Even [with] ChatGPT's breakout success, I would predict that most of their revenue is going to be going to Codex. And I think in the next two years, you're going to see a massive revolution in consumer." "We're going to try to do our part. I'm not sure Airbnb will be the company to blaze the trail. But I think someone has to. In another era, it would have been Apple. The Steve Jobs-era Apple would have done that."

TBPN

24,882 görüntüleme • 2 ay önce

Brett just announced his decision to leave the collaboration with OpenAI. He claims Figure has made a major AI breakthrough in-house The agreement with OpenAI was announced last February, followed by this demo leveraging an OpenAI model for conversation, reasoning and planning

Brett just announced his decision to leave the collaboration with OpenAI. He claims Figure has made a major AI breakthrough in-house The agreement with OpenAI was announced last February, followed by this demo leveraging an OpenAI model for conversation, reasoning and planning

The Humanoid Hub

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Larry Ward to Jack Poso 🇺🇸: "Trust is the #1 assett, it's the #1 investment that AI companies need to make in order to yield a high investment, and right now who's going to trust an AI company like OpenAI or Google that puts George Washington as a black president."

Larry Ward to Jack Poso 🇺🇸: "Trust is the #1 assett, it's the #1 investment that AI companies need to make in order to yield a high investment, and right now who's going to trust an AI company like OpenAI or Google that puts George Washington as a black president."

Human Events

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Breaking Points' Saagar Enjeti says AI companies are "fighting against a very, very big force" in the US. "There's this rising populist tide against the data center movement. And against Abundance-style assurances from politicians and companies." "Something is happening. The tide has not only turned, but coming." "People just feel like this is out of their control. About AI especially. They're like, 'I want impact. I want a say.'" "There's an overwhelming animus, and people are angry. It's about a lack of control. 'You're coming to take my job, you're increasing my electricity prices, you're changing my nation. And I have to have a say as a citizen.'" "It's no longer just about electricity, it's about the whole picture."

Breaking Points' Saagar Enjeti says AI companies are "fighting against a very, very big force" in the US. "There's this rising populist tide against the data center movement. And against Abundance-style assurances from politicians and companies." "Something is happening. The tide has not only turned, but coming." "People just feel like this is out of their control. About AI especially. They're like, 'I want impact. I want a say.'" "There's an overwhelming animus, and people are angry. It's about a lack of control. 'You're coming to take my job, you're increasing my electricity prices, you're changing my nation. And I have to have a say as a citizen.'" "It's no longer just about electricity, it's about the whole picture."

TBPN

221,169 görüntüleme • 3 ay önce

Sequoia Partner Dean Meyer says there are two major risks to relying on a Chinese open-source ecosystem: dependency and security. "The first risk is dependency. The framing we have at Sequoia is we're only as good as our next investment. In some sense, the analogy is you're only as good as your next model. So as long as you're dependent on the Chinese to give you the next model, you're in a weird position where you have this dependency." "The other thing is just the risk of backdoors. It's an NP-hard problem to know if there is a backdoor in a model that we know. So it's impossible to verify." "The state of AI security today is very similar to the early days of the Internet when Wi-Fi encryption was publicly broken and no one did anything. I don't even think we're at that moment yet." "It's going to get really bad if we don't better understand how to secure these things and build our own independent ecosystem."

Sequoia Partner Dean Meyer says there are two major risks to relying on a Chinese open-source ecosystem: dependency and security. "The first risk is dependency. The framing we have at Sequoia is we're only as good as our next investment. In some sense, the analogy is you're only as good as your next model. So as long as you're dependent on the Chinese to give you the next model, you're in a weird position where you have this dependency." "The other thing is just the risk of backdoors. It's an NP-hard problem to know if there is a backdoor in a model that we know. So it's impossible to verify." "The state of AI security today is very similar to the early days of the Internet when Wi-Fi encryption was publicly broken and no one did anything. I don't even think we're at that moment yet." "It's going to get really bad if we don't better understand how to secure these things and build our own independent ecosystem."

TBPN

37,832 görüntüleme • 3 gün önce

OpenAI CPO Kevin Weil says 2026 will do to science what 2025 did to software engineering If you aren't using AI to collaborate on research today, you're already falling behind AI is no longer just synthesizing data; "it is going beyond the frontier of human understanding"

OpenAI CPO Kevin Weil says 2026 will do to science what 2025 did to software engineering If you aren't using AI to collaborate on research today, you're already falling behind AI is no longer just synthesizing data; "it is going beyond the frontier of human understanding"

Haider.

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IN NEWS: Traversal launches out of stealth and raises $48M in seed and Series A funding. "With AI-written code, there’s going to be a Cambrian explosion. Most of it is going to be written by AI systems. It's going to get even harder to debug because we don't actually understand what's written." - Anish Agarwal "I think that (majority AI-written code) will throttle the use of AI software engineering tools because if I'm Head of Infrastructure I will think 'I don't trust this'."

IN NEWS: Traversal launches out of stealth and raises $48M in seed and Series A funding. "With AI-written code, there’s going to be a Cambrian explosion. Most of it is going to be written by AI systems. It's going to get even harder to debug because we don't actually understand what's written." - Anish Agarwal "I think that (majority AI-written code) will throttle the use of AI software engineering tools because if I'm Head of Infrastructure I will think 'I don't trust this'."

TBPN

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Jordi: Do you think space data centers will provide a meaningful amount of compute for OpenAI in the next two to three years? Sam Altman: No. Jordi: Five years? Sam: No.

Jordi: Do you think space data centers will provide a meaningful amount of compute for OpenAI in the next two to three years? Sam Altman: No. Jordi: Five years? Sam: No.

TBPN

111,501 görüntüleme • 5 ay önce