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Just dropped a conversation with Daniel Schreiber from Lemonade that broke my brain. He built an insurance company on AI in 2015. Before ChatGPT. Before it was cool. The results over the last 3 years: Revenue nearly tripled. Gross profit up 10x. Added over a million customers. Headcount? LOWER...

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New episode of Uncapped with Tony Xu, CEO of DoorDash. We discussed the reality of AI consumption at a tech company, building a company in atoms vs. bits, and many nuances of DoorDash's business. I think Tony is one of the strongest CEOs in tech, hope you enjoy. Timestamps (0:00) Intro (0:44) AI spend and token consumption (2:59) Measuring AI in customer outcomes (5:08) How DoorDash uses AI today (8:18) Atoms vs. bits (12:47) How LLMs improve DoorDash (17:09) Was the $25 burrito obvious in 2013? (20:39) The 70-year food consumption trend (22:20) Consumer trends beyond food (26:41) Restaurants before groceries (29:37) Building the ads business (33:13) 1% better every day (34:23) Math and humanity (38:37) Growth levers at scale (41:09) Speed, drones, and autonomous delivery (43:39) Why everyone at DoorDash still does deliveries (44:16) Future of DoorDash (46:14) Keeping startup intensity 13 years in
47:27

New episode of Uncapped with Tony Xu, CEO of DoorDash. We discussed the reality of AI consumption at a tech company, building a company in atoms vs. bits, and many nuances of DoorDash's business. I think Tony is one of the strongest CEOs in tech, hope you enjoy. Timestamps (0:00) Intro (0:44) AI spend and token consumption (2:59) Measuring AI in customer outcomes (5:08) How DoorDash uses AI today (8:18) Atoms vs. bits (12:47) How LLMs improve DoorDash (17:09) Was the $25 burrito obvious in 2013? (20:39) The 70-year food consumption trend (22:20) Consumer trends beyond food (26:41) Restaurants before groceries (29:37) Building the ads business (33:13) 1% better every day (34:23) Math and humanity (38:37) Growth levers at scale (41:09) Speed, drones, and autonomous delivery (43:39) Why everyone at DoorDash still does deliveries (44:16) Future of DoorDash (46:14) Keeping startup intensity 13 years in

Jack Altman

13,705 Aufrufe • vor 1 Monat

Here's my 5-hour conversation with Dylan Patel and Nathan Lambert on DeepSeek, China, OpenAI, NVIDIA, xAI, Google, Anthropic, Meta, Microsoft, TSMC, Stargate, megacluster buildouts, RL, reasoning, and a lot of other topics at the cutting edge of AI. This is was a mind-blowing, super-technical, and fun conversation. Yes, we discuss r1 and o3-mini, but more importantly we look into the future of technology, geopolitics, and humanity in a world that stands on the precipice of a global AI revolution. The first 4 hours are here on X (4 hours is current limit), and the full 5 hours are up everywhere else. Links in comment. Timestamps: 0:00 - Introduction 3:33 - DeepSeek-R1 and DeepSeek-V3 25:07 - Low cost of training 51:25 - DeepSeek compute cluster 58:57 - Export controls on GPUs to China 1:09:16 - AGI timeline 1:18:41 - China's manufacturing capacity 1:26:36 - Cold war with China 1:31:05 - TSMC and Taiwan 1:54:44 - Best GPUs for AI 2:09:36 - Why DeepSeek is so cheap 2:22:55 - Espionage 2:31:57 - Censorship 2:44:52 - Andrej Karpathy and magic of RL 2:55:23 - OpenAI o3-mini vs DeepSeek r1 3:14:31 - NVIDIA 3:18:58 - GPU smuggling 3:25:36 - DeepSeek training on OpenAI data 3:36:04 - AI megaclusters 4:11:26 - Who wins the race to AGI? 4:21:39 - AI agents 4:30:21 - Programming and AI 4:37:49 - Open source 4:47:01 - Stargate 4:54:30 - Future of AI
3:59:56

Here's my 5-hour conversation with Dylan Patel and Nathan Lambert on DeepSeek, China, OpenAI, NVIDIA, xAI, Google, Anthropic, Meta, Microsoft, TSMC, Stargate, megacluster buildouts, RL, reasoning, and a lot of other topics at the cutting edge of AI. This is was a mind-blowing, super-technical, and fun conversation. Yes, we discuss r1 and o3-mini, but more importantly we look into the future of technology, geopolitics, and humanity in a world that stands on the precipice of a global AI revolution. The first 4 hours are here on X (4 hours is current limit), and the full 5 hours are up everywhere else. Links in comment. Timestamps: 0:00 - Introduction 3:33 - DeepSeek-R1 and DeepSeek-V3 25:07 - Low cost of training 51:25 - DeepSeek compute cluster 58:57 - Export controls on GPUs to China 1:09:16 - AGI timeline 1:18:41 - China's manufacturing capacity 1:26:36 - Cold war with China 1:31:05 - TSMC and Taiwan 1:54:44 - Best GPUs for AI 2:09:36 - Why DeepSeek is so cheap 2:22:55 - Espionage 2:31:57 - Censorship 2:44:52 - Andrej Karpathy and magic of RL 2:55:23 - OpenAI o3-mini vs DeepSeek r1 3:14:31 - NVIDIA 3:18:58 - GPU smuggling 3:25:36 - DeepSeek training on OpenAI data 3:36:04 - AI megaclusters 4:11:26 - Who wins the race to AGI? 4:21:39 - AI agents 4:30:21 - Programming and AI 4:37:49 - Open source 4:47:01 - Stargate 4:54:30 - Future of AI

Lex Fridman

1,154,740 Aufrufe • vor 1 Jahr

Perplexity co-founder and CEO Aravind Srinivas (Aravind Srinivas) on the race to build the AI browser of the future. At AI Startup School in San Francisco. 00:48 - Perplexity's Current Status and Challenges 01:16 - Future Plans: The Browser Bet 03:18 - Competition and Market Dynamics 04:43 - The Importance of Speed and Innovation 05:51 - Founding Perplexity: The Early Days 09:18 - Product Evolution and User Experience 19:44 - Running the Company and Future Outlook 20:15 - AI Tools in Software Engineering 20:31 - Adoption and Implementation of AI Coding Tools 21:11 - Challenges and Benefits of AI in Development 22:35 - Brand Value and Competition 23:56 - Network Effects and Integrations 27:40 - Business Model and Revenue Streams 29:54 - Advice for Founders 31:33 - Audience Q&A
43:12

Perplexity co-founder and CEO Aravind Srinivas (Aravind Srinivas) on the race to build the AI browser of the future. At AI Startup School in San Francisco. 00:48 - Perplexity's Current Status and Challenges 01:16 - Future Plans: The Browser Bet 03:18 - Competition and Market Dynamics 04:43 - The Importance of Speed and Innovation 05:51 - Founding Perplexity: The Early Days 09:18 - Product Evolution and User Experience 19:44 - Running the Company and Future Outlook 20:15 - AI Tools in Software Engineering 20:31 - Adoption and Implementation of AI Coding Tools 21:11 - Challenges and Benefits of AI in Development 22:35 - Brand Value and Competition 23:56 - Network Effects and Integrations 27:40 - Business Model and Revenue Streams 29:54 - Advice for Founders 31:33 - Audience Q&A

Y Combinator

236,501 Aufrufe • vor 1 Jahr

Here's an edit of the Elon Musk interview hosted by Katherine Brodsky discussing a myriad of topics. This version boosts audio quality and reduces pauses and dead space by 33%. Thank you David Carbutt for the work! Timestamps: (00:00) The Journey of SpaceX and Tesla (01:06) Misunderstandings and Misinformation (03:42) The Role of Social Media in Free Speech (04:12) The Impact of Government Control on Media (06:32) The Evolution of Twitter and the Need for a Fresh Start (07:17) The Challenges of Moderation on Social Media Platforms (12:12) The Role of Citizen Journalism in Modern Media (17:45) The Future of Legacy Media (28:08) The Power of Amplifying Ideas and People (36:35) The Importance of Open-Mindedness and Self-Criticism (38:49) Community Notes and Open Source Data (39:58) The Role of Accuracy and Opinions in Posting (40:22) The Idea of a Sarcasm Detector (41:01) The Potential of AI in Enhancing Accuracy (42:39) The Future of AI and Deepfakes (44:59) The Vision for X as an All-in-One App (46:38) The Concept of Trust in Institutions (51:24) The Impact of Gene Editing on Humanity (55:42) The Challenge of Censorship and Free Speech (01:02:24) The Unusual Case of a Voice Doppelganger (01:07:35) Starting a Conversation: Texting and Simulations (01:08:43) Discussing Starship Launch and Future Plans (01:10:32) Engaging in Casual Conversations and Sharing Photos (01:11:55) Exploring the Idea of Expanding the Scope of Reality (01:13:27) Exploring the Concept of Simulation Theory (01:13:52) Discussing the Concept of AI in the Simulation (01:20:42) Addressing Questions about Ad Demonetization (01:23:11) Addressing Concerns about Doxxing and Harassment (01:30:47) Discussing the Monetization of Spaces (01:31:34) Discussing the Future of AI and OpenAI (01:35:17) Discussion on National Debt and AI (01:36:06) Involvement of Family Members (01:36:45) Questions and Answers (01:37:31) Impersonations and Voice Modulations (01:38:47) Discussion on Accents and Language Learning (01:41:14) Discussion on AI and Voice Imitation (01:46:45) Serious Discussion on AI and Social Media (01:51:27) Discussion on Physics and AI (01:58:18) Closing Remarks and Final Questions
1:59:51

Here's an edit of the Elon Musk interview hosted by Katherine Brodsky discussing a myriad of topics. This version boosts audio quality and reduces pauses and dead space by 33%. Thank you David Carbutt for the work! Timestamps: (00:00) The Journey of SpaceX and Tesla (01:06) Misunderstandings and Misinformation (03:42) The Role of Social Media in Free Speech (04:12) The Impact of Government Control on Media (06:32) The Evolution of Twitter and the Need for a Fresh Start (07:17) The Challenges of Moderation on Social Media Platforms (12:12) The Role of Citizen Journalism in Modern Media (17:45) The Future of Legacy Media (28:08) The Power of Amplifying Ideas and People (36:35) The Importance of Open-Mindedness and Self-Criticism (38:49) Community Notes and Open Source Data (39:58) The Role of Accuracy and Opinions in Posting (40:22) The Idea of a Sarcasm Detector (41:01) The Potential of AI in Enhancing Accuracy (42:39) The Future of AI and Deepfakes (44:59) The Vision for X as an All-in-One App (46:38) The Concept of Trust in Institutions (51:24) The Impact of Gene Editing on Humanity (55:42) The Challenge of Censorship and Free Speech (01:02:24) The Unusual Case of a Voice Doppelganger (01:07:35) Starting a Conversation: Texting and Simulations (01:08:43) Discussing Starship Launch and Future Plans (01:10:32) Engaging in Casual Conversations and Sharing Photos (01:11:55) Exploring the Idea of Expanding the Scope of Reality (01:13:27) Exploring the Concept of Simulation Theory (01:13:52) Discussing the Concept of AI in the Simulation (01:20:42) Addressing Questions about Ad Demonetization (01:23:11) Addressing Concerns about Doxxing and Harassment (01:30:47) Discussing the Monetization of Spaces (01:31:34) Discussing the Future of AI and OpenAI (01:35:17) Discussion on National Debt and AI (01:36:06) Involvement of Family Members (01:36:45) Questions and Answers (01:37:31) Impersonations and Voice Modulations (01:38:47) Discussion on Accents and Language Learning (01:41:14) Discussion on AI and Voice Imitation (01:46:45) Serious Discussion on AI and Social Media (01:51:27) Discussion on Physics and AI (01:58:18) Closing Remarks and Final Questions

Farzad 🇺🇸 🇮🇷

2,033,172 Aufrufe • vor 2 Jahren