Video yükleniyor...

Video Yüklenemedi

Ana Sayfaya Dön

Mirendil Co-Founder and CEO Behnam Neyshabur explains the path to self-accelerating AI: " When you think about what does a scientist or an engineer do, the main skill they have is get very deep in a domain... and build a very sharp expertise that accumulates over time." "As you...

a16z's profile picture

a16z

1,048,230 subscribers

54,735 görüntüleme • 2 ay önce •via X (Twitter)

LIVE

Anya Rossi• Live Now

Private livecam show

0 Yorum

Yorum bulunmuyor

Orijinal gönderinin yorumları burada görünecek

Benzer Videolar

.Naval: First of all, I don't think of myself. I just want to be clear on that. And that's not a rule. It's just a habit I've kind of developed because I found that thinking about yourself is a source of all unhappiness and misery. Self obsession is the root of all unhappiness. What did Buddha do? Conquer the self. What does that mean? Means that he saw through the illusion of the separate self. Did Buddha think about himself? Not for an instant. Anyone that you think of as an enlightened being does not think about themselves for an instant. The happiest people in life when people are at their best is because they love something more than they love themselves. They love their children, they love God, they love their mission, what have you. And all misery comes from rumination, from sitting around, being depressed, going in circles in your own head about me, me, me, me, me. Me is a disease. And you need a concept of a me to be effective and to keep track of things. You have a memory, you have certain predilections, you have personality patterns. But the more you self obsess, the less happy you're going to be. I guarantee you that.
0:56

.Naval: First of all, I don't think of myself. I just want to be clear on that. And that's not a rule. It's just a habit I've kind of developed because I found that thinking about yourself is a source of all unhappiness and misery. Self obsession is the root of all unhappiness. What did Buddha do? Conquer the self. What does that mean? Means that he saw through the illusion of the separate self. Did Buddha think about himself? Not for an instant. Anyone that you think of as an enlightened being does not think about themselves for an instant. The happiest people in life when people are at their best is because they love something more than they love themselves. They love their children, they love God, they love their mission, what have you. And all misery comes from rumination, from sitting around, being depressed, going in circles in your own head about me, me, me, me, me. Me is a disease. And you need a concept of a me to be effective and to keep track of things. You have a memory, you have certain predilections, you have personality patterns. But the more you self obsess, the less happy you're going to be. I guarantee you that.

Arjun Khemani

903,121 görüntüleme • 1 yıl önce

"The one thing that's going to be truly future proof is judgment. What is the biggest challenge when you have a thousand AI engineers writing code? AI slop. In an era when you can do everything, the question is which of these things matter. On the engineer side, it is evaluating the code. Which of this code is even valuable? You can have AI engineers writing beautiful code that could be wrong, that could have bugs in it, that could be vulnerable. Someone needs to review it. Make sure to have a human review at some point, especially critical code that is in the core of your system. On the product side is judgment around what needs to be built and evaluating. And similarly in design, you have to have judgment around, does it make sense in the broader design system. I think this judgment is the number one thing that humans are going to bring in an era of infinite productivity."
1:12

"The one thing that's going to be truly future proof is judgment. What is the biggest challenge when you have a thousand AI engineers writing code? AI slop. In an era when you can do everything, the question is which of these things matter. On the engineer side, it is evaluating the code. Which of this code is even valuable? You can have AI engineers writing beautiful code that could be wrong, that could have bugs in it, that could be vulnerable. Someone needs to review it. Make sure to have a human review at some point, especially critical code that is in the core of your system. On the product side is judgment around what needs to be built and evaluating. And similarly in design, you have to have judgment around, does it make sense in the broader design system. I think this judgment is the number one thing that humans are going to bring in an era of infinite productivity."

Patrick OShaughnessy

24,818 görüntüleme • 7 ay önce

Elon Musk in a new interview on which of his businesses he is most excited about: “Well, I think that there’s increasingly a convergence, actually, between SpaceX, Tesla, and xAI, in that if the future is solar-powered AI satellites—which it pretty much needs to be in order to harness a non-trivial amount of the energy of the Sun—you have to move to solar-powered AI satellites in deep space. That is somewhat a confluence of Tesla expertise, SpaceX expertise, and xAI on the AI front. So, it does feel like, over time, there’s somewhat of a convergence there. But all the companies are doing great things. Very proud of the teams that do great work.”
0:58

Elon Musk in a new interview on which of his businesses he is most excited about: “Well, I think that there’s increasingly a convergence, actually, between SpaceX, Tesla, and xAI, in that if the future is solar-powered AI satellites—which it pretty much needs to be in order to harness a non-trivial amount of the energy of the Sun—you have to move to solar-powered AI satellites in deep space. That is somewhat a confluence of Tesla expertise, SpaceX expertise, and xAI on the AI front. So, it does feel like, over time, there’s somewhat of a convergence there. But all the companies are doing great things. Very proud of the teams that do great work.”

Nic Cruz Patane

7,511,928 görüntüleme • 9 ay önce

Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”
1:28

Elon Musk explains the deeper reason why SpaceX succeeding in AI matters for humanity’s future "It's important that we have an AI that cares about humanity, that fosters humanity and helps take us to other planets and other star systems This is why I think it's essential that SpaceX succeed not just with AI hardware, but also with AI software. I think an AI that is SpaceX's baby will be a very good AI SpaceX is a collection some of the very best humans on Earth, both in capability and in morality and goodness. We want to have an AI that is born of that capability, that morality and that goodness. I think that's very, very important So I'd like to encourage people to help out with the AI hardware on the ground, the AI software, and of course with the AI satellites Solar is going to be a very important part of that. The Terafab will be a very important part of that”

X Freeze

29,610 görüntüleme • 19 gün önce

I got to ask Jensen a question today at CES 2026. Question: What advice would you give to a new robotics founder for them to choose the right application space or the right idea so that they can have the most impact and most differentiation? Jensen's answer (short summary): The real strategic choice is between a horizontal play and a vertical one. Horizontal competition comes from every direction, but focusing on a specific vertical allows you to solve the hardest problems for a specific industry. Whether it’s EMS manufacturing or surgical robotics, that deep domain expertise is very beneficial. Jensen's full answer: Well, first of all, let's take a step back. As you know, NVIDIA, here we were just talking about AI factories. And that AI factory—our contribution, our chips, systems, infrastructure, which is software, and model technology. Is that right? That's kind of the NVIDIA stack. And that's an AI factory. In order to build robotic systems, you really need three different computers. You need the training computer, which I just described. And then you need another computer for doing simulation, because the robot needs to learn how to practice and be evaluated inside a virtual world that's physically precise, so that it doesn't have to do crazy stuff in the physical world while it's still learning. And so we create a virtual world that obeys the laws of physics, and I've demonstrated it several times, and that virtual world is called Omniverse. And so that's a second computer. And that computer is much more like one of our gaming computers, and the GPU that we use for that is RTX Pro. Basically an RTX. And then the third computer is the computer that goes into the robot. It's the robot brain. And that robot computer we call Orin today, and then the next generation is called Thor. And it has its own stack. So Thor has a super-fast inference stack. It runs a safety operating system, like the safety operating system we have in the car, because you want the robot to stay in its guardrails and not do things that it's not confident in doing. And so, you have your stack, and then you have your model. And the model could be fine articulation, manipulation, and locomotion, and each one of those, it could be system one and system two thinking. The technology necessary to build a robot is incredible. And so I just described for you, in order to be a robotics company, you have to have three computers. You have to understand all three stacks, and you have to build this robotic system, not to mention all the electronics and the mechanicals necessary to do it. It's incredibly hard. However, as you know, these pieces of technology independently have been coming together. Isn't that right? Which is really what happens to a new industry, is when there's enabling technology necessary for the industry itself, but it rides on the contributions of the technology advances in other industry that it doesn't have to worry about. And so the humanoid industry is riding on the work of the AI factories we're building for other mainstream stuff and other AI stuff. And our Omniverse was designed for other applications and different other digital twin capabilities. And so all this stuff is now coming together. The question is for robotics, ultimately, it comes down to a couple of different questions. Do you want to be a horizontal company, or do you want to be a vertically domain-specific company? The benefit of a horizontal company, of course, is that you less worry about the application, you more worry about the technology, and if you succeed, your scale can be quite large. However, horizontal plays are incredibly hard. Your competition comes from every single direction. Now, on domain, if you want to be domain-specific, then you're going to have to understand the particular application quite deeply. So maybe it's something to do with EMS manufacturing, assembly of these AI supercomputers. Maybe it's related to building cars in factories. Whatever the reasons are, your domain expertise—could be surgical robots—domain expertise could really be a benefit. My preference usually—and you asked, so I'll offer—my preference tends to be to go find verticals, but that's kind of my preference. Some companies, some leaders just would prefer to build horizontal capability, and that's fine, too.
0:59

I got to ask Jensen a question today at CES 2026. Question: What advice would you give to a new robotics founder for them to choose the right application space or the right idea so that they can have the most impact and most differentiation? Jensen's answer (short summary): The real strategic choice is between a horizontal play and a vertical one. Horizontal competition comes from every direction, but focusing on a specific vertical allows you to solve the hardest problems for a specific industry. Whether it’s EMS manufacturing or surgical robotics, that deep domain expertise is very beneficial. Jensen's full answer: Well, first of all, let's take a step back. As you know, NVIDIA, here we were just talking about AI factories. And that AI factory—our contribution, our chips, systems, infrastructure, which is software, and model technology. Is that right? That's kind of the NVIDIA stack. And that's an AI factory. In order to build robotic systems, you really need three different computers. You need the training computer, which I just described. And then you need another computer for doing simulation, because the robot needs to learn how to practice and be evaluated inside a virtual world that's physically precise, so that it doesn't have to do crazy stuff in the physical world while it's still learning. And so we create a virtual world that obeys the laws of physics, and I've demonstrated it several times, and that virtual world is called Omniverse. And so that's a second computer. And that computer is much more like one of our gaming computers, and the GPU that we use for that is RTX Pro. Basically an RTX. And then the third computer is the computer that goes into the robot. It's the robot brain. And that robot computer we call Orin today, and then the next generation is called Thor. And it has its own stack. So Thor has a super-fast inference stack. It runs a safety operating system, like the safety operating system we have in the car, because you want the robot to stay in its guardrails and not do things that it's not confident in doing. And so, you have your stack, and then you have your model. And the model could be fine articulation, manipulation, and locomotion, and each one of those, it could be system one and system two thinking. The technology necessary to build a robot is incredible. And so I just described for you, in order to be a robotics company, you have to have three computers. You have to understand all three stacks, and you have to build this robotic system, not to mention all the electronics and the mechanicals necessary to do it. It's incredibly hard. However, as you know, these pieces of technology independently have been coming together. Isn't that right? Which is really what happens to a new industry, is when there's enabling technology necessary for the industry itself, but it rides on the contributions of the technology advances in other industry that it doesn't have to worry about. And so the humanoid industry is riding on the work of the AI factories we're building for other mainstream stuff and other AI stuff. And our Omniverse was designed for other applications and different other digital twin capabilities. And so all this stuff is now coming together. The question is for robotics, ultimately, it comes down to a couple of different questions. Do you want to be a horizontal company, or do you want to be a vertically domain-specific company? The benefit of a horizontal company, of course, is that you less worry about the application, you more worry about the technology, and if you succeed, your scale can be quite large. However, horizontal plays are incredibly hard. Your competition comes from every single direction. Now, on domain, if you want to be domain-specific, then you're going to have to understand the particular application quite deeply. So maybe it's something to do with EMS manufacturing, assembly of these AI supercomputers. Maybe it's related to building cars in factories. Whatever the reasons are, your domain expertise—could be surgical robots—domain expertise could really be a benefit. My preference usually—and you asked, so I'll offer—my preference tends to be to go find verticals, but that's kind of my preference. Some companies, some leaders just would prefer to build horizontal capability, and that's fine, too.

The Humanoid Hub

40,043 görüntüleme • 7 ay önce

Cursor CEO Michael Truell: Programming in the future might not mean programming with an AI helper, but in a new language entirely. "There is a future version of the world where the way you interact with AI is a little bit less like it's a human helper that you're delegating work to... and instead, it's a little bit more of an advance in compiler or interpreter technology." "It can lead you to a world where programming languages actually change. They can start to be a little bit more about what you want and a little bit less about how you do it." "There is a world where direct manipulation of the UI starts to play a little bit more into it." Michael Truell with Patrick Collison
1:25

Cursor CEO Michael Truell: Programming in the future might not mean programming with an AI helper, but in a new language entirely. "There is a future version of the world where the way you interact with AI is a little bit less like it's a human helper that you're delegating work to... and instead, it's a little bit more of an advance in compiler or interpreter technology." "It can lead you to a world where programming languages actually change. They can start to be a little bit more about what you want and a little bit less about how you do it." "There is a world where direct manipulation of the UI starts to play a little bit more into it." Michael Truell with Patrick Collison

a16z

92,602 görüntüleme • 6 ay önce

.Marc Andreessen 🇺🇸's recipe for a great founder: two traits and one choice. The traits: intellect and energy. The choice: courage. Courage is pain tolerance. “A huge amount of what people have to do is just get used to getting punched. And the reason people don't understand this is because when you're a founder, you cannot let on that this is happening because it will cause people to think that you're weak, and they'll lose faith in you. So you have to pretend that you're having a great time when you're dying inside.”
1:10

.Marc Andreessen 🇺🇸's recipe for a great founder: two traits and one choice. The traits: intellect and energy. The choice: courage. Courage is pain tolerance. “A huge amount of what people have to do is just get used to getting punched. And the reason people don't understand this is because when you're a founder, you cannot let on that this is happening because it will cause people to think that you're weak, and they'll lose faith in you. So you have to pretend that you're having a great time when you're dying inside.”

a16z

274,486 görüntüleme • 11 ay önce

Elon Musk on Grok: “I think an AI that is sort of SpaceX’s baby will be a very good AI. I think SpaceX is a collection of some of the very best humans on Earth, both in capability and morality and goodness, and I think we want to have an AI that is born of that capability and that morality and that goodness. I think that’s very, very important. So I’d like to encourage people to help out, actually, with the AI hardware on the ground and the AI software and, of course, with the AI satellites. Solar is going to be a very important part of that. The TerraFab will be a very important part of that, but we must also succeed on the software front, and we’re going to be training Grok on the sum total of all SpaceX information. So in a way, it will be trained on you. You will effectively be the parents of the AI. It will inherit your thoughts and ideas and beliefs, and I think that’s a good thing. So, yeah, we’ve got to win here on the AI hardware and the AI software. That maybe is the most important message. I think that is actually the most important message I wanted to convey today is that we must win on AI because the future is overwhelmingly AI and robots. So we won’t ultimately be able to control the AI. It’ll be too smart for that. But just like if you have a child that is a super genius child, you can still instill in that child the values and beliefs that you think are good and right. And so that’s why it’s incredibly important that we succeed with Grok. So, yeah, well, Grok 4.5 you’ve tried probably. We’ve got 4.6 coming out in about a week. And then 4.7 should be really pretty special. So I’d like to encourage everyone at SpaceX to use AI and to make it better.”
2:56

Elon Musk on Grok: “I think an AI that is sort of SpaceX’s baby will be a very good AI. I think SpaceX is a collection of some of the very best humans on Earth, both in capability and morality and goodness, and I think we want to have an AI that is born of that capability and that morality and that goodness. I think that’s very, very important. So I’d like to encourage people to help out, actually, with the AI hardware on the ground and the AI software and, of course, with the AI satellites. Solar is going to be a very important part of that. The TerraFab will be a very important part of that, but we must also succeed on the software front, and we’re going to be training Grok on the sum total of all SpaceX information. So in a way, it will be trained on you. You will effectively be the parents of the AI. It will inherit your thoughts and ideas and beliefs, and I think that’s a good thing. So, yeah, we’ve got to win here on the AI hardware and the AI software. That maybe is the most important message. I think that is actually the most important message I wanted to convey today is that we must win on AI because the future is overwhelmingly AI and robots. So we won’t ultimately be able to control the AI. It’ll be too smart for that. But just like if you have a child that is a super genius child, you can still instill in that child the values and beliefs that you think are good and right. And so that’s why it’s incredibly important that we succeed with Grok. So, yeah, well, Grok 4.5 you’ve tried probably. We’ve got 4.6 coming out in about a week. And then 4.7 should be really pretty special. So I’d like to encourage everyone at SpaceX to use AI and to make it better.”

DogeDesigner

64,019 görüntüleme • 19 gün önce

Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸
1:34

Marc Andreessen says AI is hyper democratizing. “Is the future of the world going to be one or a small number of companies, or for that matter, governments or super AIs that kind of own and control everything?” “Or is this a technology that's going to diffuse out and be in everybody's hands?” “This is the time in which AI is actually hyper democratizing. It has spread to more individuals, both in the country and around the world in the shortest period of time of any new technology I think in history.” “The best AIs in the world are in the consumer products.” “This technology is going to be in everybody's hands. And everybody is going to be able to use it to optimize the things that they do, have it be a thought partner, assistant for building companies.” Marc Andreessen 🇺🇸

a16z

79,935 görüntüleme • 10 ay önce

Chamath: "Nvidia is not doing what's in the best interest of the United States." 🇺🇸🇨🇳 "I think we can all do the math. About 47% of all of NVIDIA's revenue goes to China and Chinese-related countries." "And I think when you peel back this onion, what you will find is a whole raft of companies that were stood up to buy these Nvidia GPUs to essentially act as a waystation for China." "And I think that is the big problem." "Let's have a thought starter: if 47% of all of the AI capability and horsepower is being shipped to three Asian countries, where do you think the apps that require that amount of horsepower live?" "Is there a Cursor of Bhutan that we did not know? Is there a great shopping app in Cambodia that's come out of nowhere, that's AI powered?" "I think the answer is no." "Every single time we have an advance in the United States, how is it that Alibaba shows up with something incredible? DeepSeek shows up with something better?" "At every turn and at every step of AI, they are at the same rate or one step ahead." "To be honest with you, I think the real problem that we have is that Nvidia is not doing what is in the best interest of the United States." "You have a American company that has been working around the guidelines at every turn to try to land silicon into the hands of China." "Late last year, they introduced this thing called the H20 that was explicitly designed for China and to be compliant with US rules at the time." "Which again, gives these guys substantial performance." "This is a case where (Nvidia) has plausible deniability. I sell something to a Singaporean registered company? Plausible deniability." "What am I supposed to do? You can't expect me to audit it. I think that's what NVIDIA's answer will be to this question." "But what is the real expectation? At a minimum, the United States should have a mechanism to understand it." "It is implausible that if you did one or two layers of work, you would not find that most of this traffic is being used by Chinese organizations."
1:53

Chamath: "Nvidia is not doing what's in the best interest of the United States." 🇺🇸🇨🇳 "I think we can all do the math. About 47% of all of NVIDIA's revenue goes to China and Chinese-related countries." "And I think when you peel back this onion, what you will find is a whole raft of companies that were stood up to buy these Nvidia GPUs to essentially act as a waystation for China." "And I think that is the big problem." "Let's have a thought starter: if 47% of all of the AI capability and horsepower is being shipped to three Asian countries, where do you think the apps that require that amount of horsepower live?" "Is there a Cursor of Bhutan that we did not know? Is there a great shopping app in Cambodia that's come out of nowhere, that's AI powered?" "I think the answer is no." "Every single time we have an advance in the United States, how is it that Alibaba shows up with something incredible? DeepSeek shows up with something better?" "At every turn and at every step of AI, they are at the same rate or one step ahead." "To be honest with you, I think the real problem that we have is that Nvidia is not doing what is in the best interest of the United States." "You have a American company that has been working around the guidelines at every turn to try to land silicon into the hands of China." "Late last year, they introduced this thing called the H20 that was explicitly designed for China and to be compliant with US rules at the time." "Which again, gives these guys substantial performance." "This is a case where (Nvidia) has plausible deniability. I sell something to a Singaporean registered company? Plausible deniability." "What am I supposed to do? You can't expect me to audit it. I think that's what NVIDIA's answer will be to this question." "But what is the real expectation? At a minimum, the United States should have a mechanism to understand it." "It is implausible that if you did one or two layers of work, you would not find that most of this traffic is being used by Chinese organizations."

The All-In Podcast

910,450 görüntüleme • 1 yıl önce

Jack Perez on "Wild Things 2" (2004): "This film is about mercenary characters doing everything and anything they can to get what they want. This is a movie that knows what it is. It is a self-aware thriller and that means, it has all the requisite thrills, violence & s € x- but it is slightly over the top and it knows it's over the top and that's part of the fun of it. This movie is kind of like a big comic book it's not enormously deep. (...) It's got a lot of sh!t in it. It's got all the stuff that you that you want in a picture like this and it's coming at you at a hundred miles an hour. That's the point of the movie." ("Wild Things II: Making the Glades", 2004)
1:25

Jack Perez on "Wild Things 2" (2004): "This film is about mercenary characters doing everything and anything they can to get what they want. This is a movie that knows what it is. It is a self-aware thriller and that means, it has all the requisite thrills, violence & s € x- but it is slightly over the top and it knows it's over the top and that's part of the fun of it. This movie is kind of like a big comic book it's not enormously deep. (...) It's got a lot of sh!t in it. It's got all the stuff that you that you want in a picture like this and it's coming at you at a hundred miles an hour. That's the point of the movie." ("Wild Things II: Making the Glades", 2004)

DepressedBergman

11,829 görüntüleme • 1 ay önce

Martin Casado spent years dismissing the AI doom scenario and says what he got wrong was how long the scaling laws would keep holding: "I was responding to this Bostrom notion of recursive self-improvement, fast takeoff. You create one of these things, you step back, and it takes over the world... That's clearly not what's happening." "But here's what I got wrong. What I got wrong is I did not know that we could effectively just continue to pour money in this. The scaling laws are holding." "I don't know what it means to do a $100 billion training run, to have this thing that you're putting $100 billion in, and then that money comes from this meta-economic machinery that may want to solve whatever." "They may want to solve cancer, but they may also want to create a weapon. Like, who knows?" "This concentration of this many resources in a useful way, I think, is very new. I don't think we understand the implications. I think you could reasonably argue that that's very dangerous if you apply that $100 billion in the wrong way... What does it mean to be able to concentrate resources?" martin_casado
1:11

Martin Casado spent years dismissing the AI doom scenario and says what he got wrong was how long the scaling laws would keep holding: "I was responding to this Bostrom notion of recursive self-improvement, fast takeoff. You create one of these things, you step back, and it takes over the world... That's clearly not what's happening." "But here's what I got wrong. What I got wrong is I did not know that we could effectively just continue to pour money in this. The scaling laws are holding." "I don't know what it means to do a $100 billion training run, to have this thing that you're putting $100 billion in, and then that money comes from this meta-economic machinery that may want to solve whatever." "They may want to solve cancer, but they may also want to create a weapon. Like, who knows?" "This concentration of this many resources in a useful way, I think, is very new. I don't think we understand the implications. I think you could reasonably argue that that's very dangerous if you apply that $100 billion in the wrong way... What does it mean to be able to concentrate resources?" martin_casado

a16z

75,841 görüntüleme • 5 gün önce

"I think that there's increasingly a convergence, actually, between SpaceX, Tesla, and xAI In order to harness a non-trivial amount of the energy of the sun, you have to move to solar-powered AI satellites in deep space, which somewhat is a confluence of Tesla expertise, SpaceX expertise, and xAI on the AI front So, it does feel like over time there’s a convergence" - Elon Musk
0:25

"I think that there's increasingly a convergence, actually, between SpaceX, Tesla, and xAI In order to harness a non-trivial amount of the energy of the sun, you have to move to solar-powered AI satellites in deep space, which somewhat is a confluence of Tesla expertise, SpaceX expertise, and xAI on the AI front So, it does feel like over time there’s a convergence" - Elon Musk

X Freeze

12,134 görüntüleme • 6 ay önce

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg
1:36

Benedict Evans says AI means more software, not less: "There's going to be a bunch of stuff you could do with software that you just couldn't do before at all. And so there will be more competition." "If you think about the enterprise software fleet today, you've got three buckets... big iron horizontal systems, so SAP and Workday and your CRM... vertical software... and then in the middle, this fuzzy improvised space of Excel and email and the shared file system." "Now you add ChatGPT to that. Do you do that in an LLM? Is there an LLM tool that means you can do that in Salesforce where you couldn't do it before, or you can do it in your vertical app that you couldn't do before?" "All of which is a long way of saying, what does this do to software? And it must be more software. Way more software." Benedict Evans with Erik Torenberg

a16z

36,975 görüntüleme • 2 ay önce

Ben Horowitz on what made Travis different as Uber scaled to thousands of employees: "There was nobody in Uber that didn't feel Travis. You talk to people there and they all refer to him. This company was, what, 10,000, 20,000 people? And everybody is like, oh yeah, we're in the Travis review, or when I talk to Travis." "To have that kind of presence at that scale is something not a lot of founders can do at that kind of turn-up intensity." "If you look at the way he thinks about problems, confrontations, getting out of a hole, how do you get to the future, we're talking about one of a very, very few founders that exist in reality." benahorowitz.eth travis kalanick
1:31

Ben Horowitz on what made Travis different as Uber scaled to thousands of employees: "There was nobody in Uber that didn't feel Travis. You talk to people there and they all refer to him. This company was, what, 10,000, 20,000 people? And everybody is like, oh yeah, we're in the Travis review, or when I talk to Travis." "To have that kind of presence at that scale is something not a lot of founders can do at that kind of turn-up intensity." "If you look at the way he thinks about problems, confrontations, getting out of a hole, how do you get to the future, we're talking about one of a very, very few founders that exist in reality." benahorowitz.eth travis kalanick

MTS

436,715 görüntüleme • 1 ay önce

Mobile put a bank in your pocket. AI is going to put a banker in your pocket. Micky 🐸 says AI agents will start making investment decisions on your behalf very soon. “What I expect to see very soon is an AI agent that can do all kinds of investment decisions and recommendations. The agent will do all kinds of commerce decisions and recommendations. It can do any kind of payment decisions on your behalf. The agent is going to free up time for you and give you ideas that you didn’t have. We're just starting. What we expect is that we're going to see a bunch of new companies and incumbents that are going to be shipping these features in ways that we have not experienced before.”
0:58

Mobile put a bank in your pocket. AI is going to put a banker in your pocket. Micky 🐸 says AI agents will start making investment decisions on your behalf very soon. “What I expect to see very soon is an AI agent that can do all kinds of investment decisions and recommendations. The agent will do all kinds of commerce decisions and recommendations. It can do any kind of payment decisions on your behalf. The agent is going to free up time for you and give you ideas that you didn’t have. We're just starting. What we expect is that we're going to see a bunch of new companies and incumbents that are going to be shipping these features in ways that we have not experienced before.”

David Senra

43,527 görüntüleme • 19 gün önce

$ABCL CEO Carl Hansen explains the net negative overall value creation in biotech and how AbCellera plans to beat it: “I really think it can be beat because there’s a lot of mistakes that get made in where you allocate capital.” “If you’re a biotech and you start a company on a drug, and you go public and have a drug, and now the data is looking not that great, you just keep running that drug. … Because if you quit that drug, the company is done.” “So, because you’re so concentrated on one thing, you end up having blinders. It’s like a cult of a molecule. And even a real, practical, capital access problem that makes you continue to move things forward” ______________________________________ “Another problem is that many of the drugs that get started, get started by people who don’t understand the competitive or commercial landscape and have no intent of ever actually manufacturing it. … Because they know someone else is going to buy it. So then their framework is not ‘Am I making a drug that’s going to make a difference for people?’ The framework is ‘Can I make something that I think someone will take off my hands?’ And that happens a lot.” “There are many acquisitions where a big pharma company spends $10B, $20B, and it’s a complete bust. So really no value is generated for patients but someone was able to get a good exit on that because they anticipated what someone would want. And a lot of decision making gets done like that”. _______________________________________ “I’m not saying that we have this all solved. But what we’re trying to do is create a framework where we are able to take many bets so that we don’t fall in love with anything, or we don’t have to fall in love with anything. … And then always hold up very explicitly what we know and what we don’t know along the dimensions that matter. The dimensions that matter are - Will it work? That’s a science. - When it gets where will people care? - Is it differentiated? - Does it solve a big problem? In order to get it there, is there a path with our resources and expertise that would allow us to see it through?” “When you start to hold things up like that, you start to see where the mistakes are, where the uncertainties are, and you can be more rational in deciding ‘We’re going to run it to here because we get to flip the card and if the card goes the wrong way we’re going to kill it because we’ve got something else behind it.’” “I do think that if done right, and if you can pick the right opportunities, the success rate can be well higher than an order of magnitude better. … And there are examples of this… companies I’ve mentioned, you know, Regeneron, their success rate is at least 10x the industry in bringing programs forward and getting them approved. … So it’s… you can do it better that way”
3:50

$ABCL CEO Carl Hansen explains the net negative overall value creation in biotech and how AbCellera plans to beat it: “I really think it can be beat because there’s a lot of mistakes that get made in where you allocate capital.” “If you’re a biotech and you start a company on a drug, and you go public and have a drug, and now the data is looking not that great, you just keep running that drug. … Because if you quit that drug, the company is done.” “So, because you’re so concentrated on one thing, you end up having blinders. It’s like a cult of a molecule. And even a real, practical, capital access problem that makes you continue to move things forward” ______________________________________ “Another problem is that many of the drugs that get started, get started by people who don’t understand the competitive or commercial landscape and have no intent of ever actually manufacturing it. … Because they know someone else is going to buy it. So then their framework is not ‘Am I making a drug that’s going to make a difference for people?’ The framework is ‘Can I make something that I think someone will take off my hands?’ And that happens a lot.” “There are many acquisitions where a big pharma company spends $10B, $20B, and it’s a complete bust. So really no value is generated for patients but someone was able to get a good exit on that because they anticipated what someone would want. And a lot of decision making gets done like that”. _______________________________________ “I’m not saying that we have this all solved. But what we’re trying to do is create a framework where we are able to take many bets so that we don’t fall in love with anything, or we don’t have to fall in love with anything. … And then always hold up very explicitly what we know and what we don’t know along the dimensions that matter. The dimensions that matter are - Will it work? That’s a science. - When it gets where will people care? - Is it differentiated? - Does it solve a big problem? In order to get it there, is there a path with our resources and expertise that would allow us to see it through?” “When you start to hold things up like that, you start to see where the mistakes are, where the uncertainties are, and you can be more rational in deciding ‘We’re going to run it to here because we get to flip the card and if the card goes the wrong way we’re going to kill it because we’ve got something else behind it.’” “I do think that if done right, and if you can pick the right opportunities, the success rate can be well higher than an order of magnitude better. … And there are examples of this… companies I’ve mentioned, you know, Regeneron, their success rate is at least 10x the industry in bringing programs forward and getting them approved. … So it’s… you can do it better that way”

Jack Prescott

31,505 görüntüleme • 29 gün önce

Garry Tan says AI enables a single markdown file to act like an employee: "If you really want to tokenmax, you have to use something like Hermes Agent or OpenClaw... let me load a million tokens or 800,000 tokens into any given request." "For a CEO or a founder, it actually makes a lot of sense to do that, and you have to give yourself permission to tokenmax in that way. What you get is, you get to live in 2028 today." "You do some feat of strength, and then you turn it into a markdown file plus code plus tests that can be reused and put into a cron job." "A markdown file is an employee. It's an employee that will do the job perfectly every single time, and it'll do it as many times as you want." Garry Tan Anish Acharya
1:44

Garry Tan says AI enables a single markdown file to act like an employee: "If you really want to tokenmax, you have to use something like Hermes Agent or OpenClaw... let me load a million tokens or 800,000 tokens into any given request." "For a CEO or a founder, it actually makes a lot of sense to do that, and you have to give yourself permission to tokenmax in that way. What you get is, you get to live in 2028 today." "You do some feat of strength, and then you turn it into a markdown file plus code plus tests that can be reused and put into a cron job." "A markdown file is an employee. It's an employee that will do the job perfectly every single time, and it'll do it as many times as you want." Garry Tan Anish Acharya

a16z

134,200 görüntüleme • 18 gün önce

Jeff Bezos on how to be innovative “To me, true innovation is something that is not only an invention but an improvement,” Jeff explains. “It’s not hard to make things different, but it is hard to make things different and better.” In Jeff’s view, there are endless opportunities for innovation: “Most of the problems in the world already have solutions of one kind or another, and all of those solutions can be improved upon. There’s no chance that anything is perfected yet. I don’t believe that . . . People have been working on solutions to most problems for a long time, but it wasn’t that long ago that somebody figured out that you should add wheels to suitcases. Pretty good improvement!” It’s hard work though, Jeff caveats: “It’s easy to have ideas. It’s very hard to turn an idea into a successful product. There are a lot of steps in between and it takes persistence and relentlessness. I always tell people who think they want to be entrepreneurs that you need a combination of stubborn relentlessness and flexibility. And you have to know when to be which.” Jeff explains: “Basically you need to be stubborn on your vision because otherwise it’ll be too easy to give up. But you need to be very flexible on the details because as you go along pursuing your vision, you’ll find that some of your preconceptions were wrong, and you’re going to need to be able to change those things.” He concludes: “Taking an idea successfully all the way to market and turning it into a real product that people care about and really improves people’s lives is a lot of hard work.”
1:50

Jeff Bezos on how to be innovative “To me, true innovation is something that is not only an invention but an improvement,” Jeff explains. “It’s not hard to make things different, but it is hard to make things different and better.” In Jeff’s view, there are endless opportunities for innovation: “Most of the problems in the world already have solutions of one kind or another, and all of those solutions can be improved upon. There’s no chance that anything is perfected yet. I don’t believe that . . . People have been working on solutions to most problems for a long time, but it wasn’t that long ago that somebody figured out that you should add wheels to suitcases. Pretty good improvement!” It’s hard work though, Jeff caveats: “It’s easy to have ideas. It’s very hard to turn an idea into a successful product. There are a lot of steps in between and it takes persistence and relentlessness. I always tell people who think they want to be entrepreneurs that you need a combination of stubborn relentlessness and flexibility. And you have to know when to be which.” Jeff explains: “Basically you need to be stubborn on your vision because otherwise it’ll be too easy to give up. But you need to be very flexible on the details because as you go along pursuing your vision, you’ll find that some of your preconceptions were wrong, and you’re going to need to be able to change those things.” He concludes: “Taking an idea successfully all the way to market and turning it into a real product that people care about and really improves people’s lives is a lot of hard work.”

Startup Archive

13,007 görüntüleme • 7 ay önce

Mira Murati says the outcome of frontier AI is not predestined: "Predicting a dystopia or a utopia, to me, feels very simplified because the truth is we actually have a lot of agency in how we build this technology, in the tools that we're building, how we're deploying it." "There are certainly those risks. We all understand the potential for greatness that comes with building frontier AI systems, and that's why we're working on them." "Where I might disagree or take a different path is that I think we have a lot of agency. This period of time where both humans and AI systems have their hands on the wheel, and we can collaborate, it's a very important time to get right." Mira Murati at Bloomberg Tech live with Emily Chang
1:35

Mira Murati says the outcome of frontier AI is not predestined: "Predicting a dystopia or a utopia, to me, feels very simplified because the truth is we actually have a lot of agency in how we build this technology, in the tools that we're building, how we're deploying it." "There are certainly those risks. We all understand the potential for greatness that comes with building frontier AI systems, and that's why we're working on them." "Where I might disagree or take a different path is that I think we have a lot of agency. This period of time where both humans and AI systems have their hands on the wheel, and we can collaborate, it's a very important time to get right." Mira Murati at Bloomberg Tech live with Emily Chang

a16z

120,307 görüntüleme • 2 ay önce