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BG2 Guest Interview. AI Enterprise - Databricks & Glean 💥Why AIs Fail and Where Real Value Emerges Bg2 Pod Apoorv Agrawal Ali Ghodsi Arvind Jain --- (00:00) Intro (01:00) Consumer AI vs. Enterprise Reality (02:15) Why 95% of AI Projects Fail (04:15) RBC, Merck, and 7-Eleven Use Cases (06:45)...

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Bg2 Pod

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35,410 görüntüleme • 7 ay önce •via X (Twitter)

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BG2 Guest Interview. ChatGPT – The Super Assistant Era 📷 How ChatGPT Gets to the Next Billion Users Bg2 Pod Apoorv Agrawal -- (00:00) Intro (01:00) Nick Turley’s Journey to OpenAI (02:15) ChatGPT’s North Star: Long-Term Retention (04:15) Why ChatGPT’s Retention Curve “Smiles” (06:45) What Drove ChatGPT’s Consumer Breakout (10:15) How OpenAI Gets the Next Billion Users (14:15) When ChatGPT Starts Taking Actions (18:15) Why Coding Agents Came First (21:00) Beyond Chatbots: The Super Assistant Vision (24:00) Power Users vs. Casual Users (28:00) Why ChatGPT Pricing Has to Change (33:45) Partnerships, Distribution, and Product Tradeoffs (37:15) GPUs, Scarcity, and the Cost of Scaling AI (41:30) Shopping, ChatGPT as a Thought Partner, and Code Red (51:45) OpenAI’s Future Interface, Rapid Fire, AI Jobs, and Nick’s AGI Moments
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As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future
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As ever, a fascinating chat with my friend Jordi Visser on AI, crypto, and hedge funds' future... Enjoy! 00:00:00 Introduction 00:00:54 The Big Picture: AI, Crypto, and Macro 00:02:25 Jordie Visser’s Background in Macro and Finance 00:03:30 AI’s Disruptive Impact on the Economy 00:06:32 Rethinking GDP and Productivity 00:08:59 The Future of Labor and Profit Margins 00:10:49 The Rise of the Speculative Economy 00:14:41 Generational Shifts in Investing and Risk-taking 00:16:18 AI and Crypto: A Global Network Effect 00:19:38 Stablecoins and AI-Driven Market Volume Growth 00:24:28 The End of Traditional Hedge Funds? 00:31:16 Deep Research and the Power of AI Analysis 00:35:29 The Acceleration of AI and its Economic Impact 00:41:02 The Growing Crypto Adoption and Its Role in the Future Economy 00:44:22 Shifting from Fear to Optimism in Markets 00:50:27 The Political and Economic Challenges Ahead 00:56:01 Quantum Computing and the Next Leap in AI 01:02:06 Closing Thoughts: Preparing for a Radical Future

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My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:
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My conversation with OpenAI co-founder Greg Brockman This is the most detailed first-person account of the 72 hours after Sam Altman was fired. We also go deep on what comes next: the global race to AGI, why ChatGPT stopped showing reasoning, how much of OpenAI's own code is now written by AI ("it's hard to know what percent is not"), and the untold story of how OpenAI actually started in 2015. 00:00:00 Introduction 00:00:49 Meeting Sam Altman and Starting OpenAI 00:02:40 Building the Founding Team 00:04:25 DeepMind's Lead Over OpenAI 00:04:54 Changing OpenAI to a For-Profit Model 00:06:05 Breakthrough Moments at OpenAI 00:08:22 What Dota 2 Meant for OpenAI 00:10:04 Reasoning Versus Prediction 00:11:59 Tensions Grow at OpenAI 00:15:44 Sam Altman's Firing 00:17:49 Greg Quits OpenAI 00:19:56 Sam Explores Deal with Microsoft's Satya 00:20:28 Petition for Altman's Return 00:23:43 Ilya Sutskever Leaves OpenAI 00:24:59 Lessons Learned after Sam Ousting 00:28:22 The Thing Ilya Said that Greg Can't Forget 00:32:22 Is AI Going Parabolic? 00:33:24 How Much of OpenAI's Code is Written by AI? 00:36:21 Do AI Chatbots Tell Us What We Want to Hear? 00:38:06 The Global AI Race to Reach AGI 00:38:40 What Happens if US Doesn't Reach AGI First? 00:39:49 Are Countries Stealing AI Advancements? 00:40:38 Why ChatGPT No Longer Shows Reasoning 00:41:47 The Finite Constraints of Compute 00:43:38 On Investing Early in Data Centers 00:46:31 The Future of Data Center Specialization 00:47:52 How to Decide Whose Queries to Serve 00:49:08 OpenAI on Consumer vs Enterprise Models 00:53:05 Data Centers in Space? 01:00:56 What Should AI Regulation Look Like? 01:04:33 The Future of AI-Powered Entrepreneurship 01:04:44 AI and Job Loss 01:07:15 The Skills Young People Should Invest In 01:11:30 What Does Success Look Like For You? Full episode on X below. Also find it on: • YouTube: • Spotify: • Apple:

Shane Parrish

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BG2 Ep9. Pod’s Up! Her, GPT-4o, Astra, Multi Modal, China Tariffs, the Tech Markets, and more 👊💥 Brad Gerstner Bill Gurley (00:00) Intro (00:40) Open AI Launches GPT-4 Omni (10:29) Chat GPT-4o Benchmarks (14:11) Voice as the New GUI (20:01) Breakout Power of ChatGPT (22:09) Consumer AI vs Enterprise AI Landscape (27:51) AI Disruption (35:45) Regulation & Industrial Policy (43:47) China Tariffs (53:15) Tech Market Check

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BG2. All things AI w Sam Altman & Satya Nadella. A Halloween Special. 🎃🔥Bg2 Pod Brad Gerstner -- (00:00) Intro (02:28) Microsoft’s Investment in OpenAI (03:19) The Nonprofit Structure and Its Impact (05:46) Health, AI Security, and Resilience (07:50) Models, Exclusivity, and Distribution (08:58) Revenue Sharing and AGI Milestones (11:38) OpenAI’s Growth and Compute Commitments (15:21) Compute Constraints and Scaling (21:27) The Future of AI Devices and Consumer Use (24:31) Regulation and the Patchwork Problem (28:01) Looking Ahead to 2026 and Beyond (37:10) Microsoft’s Strategic Value from OpenAI (57:15) The Economics of AI and SaaS (1:04:28) Productivity, Jobs, and the Age of AI (1:10:43) Reindustrialization of America

Bg2 Pod

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We've got a podcast! In our first episode, Ege, Tamay and Jaime dig into: • What they expect AI to look like by 2030 • Why economists are underestimating the likelihood of explosive growth • The startling regularity in technological trends like Moore's Law • Moravec’s paradox, and how we might overcome it And more more! Timestamps: 00:00:00 Preview 00:00:37 What is Epoch AI? 00:02:32 Scaling Laws 00:08:43 Key Drivers 00:19:20 End of the Decade Predictions 00:21:18 Bottlenecks: Power 00:27:59 Bottlenecks: GPUs 00:32:07 Bottlenecks: Data 00:45:37 Bottlenecks: Latency 00:56:18 Bottlenecks: Failure Rates 01:03:55 AI Investment 01:07:11 Automation 01:12:10 Benchmarks & Moravec’s Paradox 01:19:45 Economic Impact 01:45:48 Open Questions & Takeaways
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We've got a podcast! In our first episode, Ege, Tamay and Jaime dig into: • What they expect AI to look like by 2030 • Why economists are underestimating the likelihood of explosive growth • The startling regularity in technological trends like Moore's Law • Moravec’s paradox, and how we might overcome it And more more! Timestamps: 00:00:00 Preview 00:00:37 What is Epoch AI? 00:02:32 Scaling Laws 00:08:43 Key Drivers 00:19:20 End of the Decade Predictions 00:21:18 Bottlenecks: Power 00:27:59 Bottlenecks: GPUs 00:32:07 Bottlenecks: Data 00:45:37 Bottlenecks: Latency 00:56:18 Bottlenecks: Failure Rates 01:03:55 AI Investment 01:07:11 Automation 01:12:10 Benchmarks & Moravec’s Paradox 01:19:45 Economic Impact 01:45:48 Open Questions & Takeaways

Epoch AI

152,591 görüntüleme • 1 yıl önce

Dr. Fei-Fei Li (Fei-Fei Li), the Godmother of AI, on the origin of computer vision and why spatial intelligence is the next frontier. At AI Startup School in San Francisco. 01:00 - Origins of ImageNet 02:15 - The Dream to Make Machines See 03:28 - A paradigm shift in AI 05:50 - AlexNet and Deep Learning 08:00 - Evolving Computer Vision 12:20 - Building World Labs 13:00 - The next frontier in AI 14:20 - Why Spatial Intelligence Is Harder Than Language 18:40 - Technical Barriers for Vision-Based AI 20:00 - AI is more than LLMs 25:50 - Fei Fei’s Journey 29:30 - Mentoring some of the legends of AI 33:00 - Audience Q&A
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Dr. Fei-Fei Li (Fei-Fei Li), the Godmother of AI, on the origin of computer vision and why spatial intelligence is the next frontier. At AI Startup School in San Francisco. 01:00 - Origins of ImageNet 02:15 - The Dream to Make Machines See 03:28 - A paradigm shift in AI 05:50 - AlexNet and Deep Learning 08:00 - Evolving Computer Vision 12:20 - Building World Labs 13:00 - The next frontier in AI 14:20 - Why Spatial Intelligence Is Harder Than Language 18:40 - Technical Barriers for Vision-Based AI 20:00 - AI is more than LLMs 25:50 - Fei Fei’s Journey 29:30 - Mentoring some of the legends of AI 33:00 - Audience Q&A

Y Combinator

194,393 görüntüleme • 1 yıl önce

During EthCC - Ethereum Community Conference had the pleasure to sit down with Ram from OpenLedger and discuss why building decentralized AI is key. Some of my highlights: → From Bitcoin to AI protocols → Solving data ownership with attribution → How enterprises move into Web3 → Rewarding contributors in AI model training → The future of AI + Blockchain convergence ⏱️ Timestamps 0:00 – Intro & Ram’s journey 3:00 – Origins 4:30 – Why attribution matters 6:00 – Enterprise Web3 lessons 8:15 – ChatGPT moment & protocols 10:00 – Closing thoughts
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During EthCC - Ethereum Community Conference had the pleasure to sit down with Ram from OpenLedger and discuss why building decentralized AI is key. Some of my highlights: → From Bitcoin to AI protocols → Solving data ownership with attribution → How enterprises move into Web3 → Rewarding contributors in AI model training → The future of AI + Blockchain convergence ⏱️ Timestamps 0:00 – Intro & Ram’s journey 3:00 – Origins 4:30 – Why attribution matters 6:00 – Enterprise Web3 lessons 8:15 – ChatGPT moment & protocols 10:00 – Closing thoughts

Francesco Andreoli ᵍᵐ

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BG2 Ep19. State of Venture, AI Scaling, Elections, Public Mkts & more. 👊💥 Brad Gerstner Bill Gurley Jamin Ball (00:00) Intro (00:52) Bill’s Dad | from Nasa to SpaceX (06:20) State of VC and Incentives w/ Jamin Ball (12:31) Implications of Overcapitalization (25:08) The Future of Power Law Returns (38:28) The Impact of AI on Investment Strategies (46:00) Future of AI and Capital Expenditure (52:21) Market Reactions to 2024 Election (1:00:45) Evolution of Search and AI Integration

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A new episode of Hivemind is live! This week the team breaks down the sharp selloff in AI and memory stocks, whether the broader AI thesis remains intact, and what a sustained pullback could mean for Bitcoin and crypto. Timestamps: 00:00 Intro & The AI Selloff 15:35 Can Crypto Benefit? 21:28 AI Infrastructure vs. Apps 25:30 Hyperliquid & Tokenized Stocks 41:52 Zcash & Ironwood 46:55 The Fed & AI Debt 1:00:00 FWA & Crypto Gambling
1:15:05

A new episode of Hivemind is live! This week the team breaks down the sharp selloff in AI and memory stocks, whether the broader AI thesis remains intact, and what a sustained pullback could mean for Bitcoin and crypto. Timestamps: 00:00 Intro & The AI Selloff 15:35 Can Crypto Benefit? 21:28 AI Infrastructure vs. Apps 25:30 Hyperliquid & Tokenized Stocks 41:52 Zcash & Ironwood 46:55 The Fed & AI Debt 1:00:00 FWA & Crypto Gambling

Delphi Digital

36,437 görüntüleme • 14 gün önce

For nearly two decades, Box co-founder and CEO Aaron Levie (Aaron Levie) has been at the frontlines of how technology reshapes work—guiding the company through the rise of mobile, the cloud, and now the age of AI. In his fireside with YC's David Lieb at AI Startup School, Aaron reflects on adapting a company for the long term, staying relevant across multiple waves, and why he believes AI is the most transformative shift yet. 00:00 – AI hype vs. reality inside companies 01:00 – Early days: starting Box in 2005 03:30 – Pivoting from consumer storage to enterprise cloud 05:45 – Cloud transition lessons vs. AI today 07:10 – Why unstructured data is AI’s biggest opportunity 09:05 – Will AI replace jobs or create more work? 13:15 – Startups vs. incumbents in the AI era 15:20 – Finding the next “nouns and verbs” for startups 20:25 – Rethinking SaaS business models for AI agents 27:05 – Why companies won’t just build everything in-house 31:15 – Advice to young founders 35:40 – Fulfillment and meaning of life 36:40 – Enterprise design and craft in SaaS 39:00 – Competing with incumbents
40:27

For nearly two decades, Box co-founder and CEO Aaron Levie (Aaron Levie) has been at the frontlines of how technology reshapes work—guiding the company through the rise of mobile, the cloud, and now the age of AI. In his fireside with YC's David Lieb at AI Startup School, Aaron reflects on adapting a company for the long term, staying relevant across multiple waves, and why he believes AI is the most transformative shift yet. 00:00 – AI hype vs. reality inside companies 01:00 – Early days: starting Box in 2005 03:30 – Pivoting from consumer storage to enterprise cloud 05:45 – Cloud transition lessons vs. AI today 07:10 – Why unstructured data is AI’s biggest opportunity 09:05 – Will AI replace jobs or create more work? 13:15 – Startups vs. incumbents in the AI era 15:20 – Finding the next “nouns and verbs” for startups 20:25 – Rethinking SaaS business models for AI agents 27:05 – Why companies won’t just build everything in-house 31:15 – Advice to young founders 35:40 – Fulfillment and meaning of life 36:40 – Enterprise design and craft in SaaS 39:00 – Competing with incumbents

Y Combinator

236,530 görüntüleme • 11 ay önce