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NEW: Inside AI's Biggest Downstream Winner.. the Surge in AI Database Demand "Data is the unsung hero, & data is back." MongoDB CEO CJ Desai (@cj_mongodb) The unexpected result? Hyperscalers are turning away even top-50 accounts. "Sorry, we don't have a capacity." "And they are one of the top...

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Molly O’Shea

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172,019 次观看 • 3 个月前 •via X (Twitter)

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Molly O’Shea 的头像
Molly O’Shea3 个月前

@cj_mongodb

Molly O’Shea 的头像
Molly O’Shea3 个月前

@cj_mongodb

Molly O’Shea 的头像
Molly O’Shea3 个月前

@cj_mongodb

Molly O’Shea 的头像
Molly O’Shea3 个月前

@cj_mongodb Listen on Spotify: Apple: Watch on YT:

🇺🇸 Bobby 🗽 Polzer 🇺🇸 的头像
🇺🇸 Bobby 🗽 Polzer 🇺🇸3 个月前

@MongoDB @cj_mongodb Bookmarked; gonna watch tonight.

Molly O’Shea 的头像
Molly O’Shea3 个月前

@MongoDB @cj_mongodb wahoo

puppybear 的头像
puppybear3 个月前

@MongoDB @cj_mongodb If data is back as the trendy thing I'm chill AF

Molly O’Shea 的头像
Molly O’Shea3 个月前

@MongoDB @cj_mongodb 😎

Code With Karthiban 的头像
Code With Karthiban3 个月前

@MongoDB @cj_mongodb AI is only as powerful as the data behind it. Strong data infrastructure will be one of the biggest competitive advantages in the AI era

Deepak Chaudhary 的头像
Deepak Chaudhary3 个月前

@MongoDB @cj_mongodb @MongoDB Hi Team, we got some SOS situation, somehow some important data is deleted from free tier M0, want to recover, plz help #mongoDB #sos #urgent #data #recovery @LearnMongo @lifeatmongodb #plzHelp

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MongoDB CEO CJ Desai (CJ Desai) says ElevenLabs has “north of 50 million agents, depending on when you look at it, all running on MongoDB." “That gives us a lot of confidence that we have the right architecture for agentic workloads.”
2:07

MongoDB CEO CJ Desai (CJ Desai) says ElevenLabs has “north of 50 million agents, depending on when you look at it, all running on MongoDB." “That gives us a lot of confidence that we have the right architecture for agentic workloads.”

Molly O’Shea

62,364 次观看 • 3 个月前

BREAKING: CEO of MongoDB “CJ” Desai (@cj_mongodb) says "Data is so back" "Data is the unsung hero, & data is back. You cannot create an AI application without a great data layer. Your AI application is as good as your data." Facts.
0:53

BREAKING: CEO of MongoDB “CJ” Desai (@cj_mongodb) says "Data is so back" "Data is the unsung hero, & data is back. You cannot create an AI application without a great data layer. Your AI application is as good as your data." Facts.

Molly O’Shea

23,660 次观看 • 4 个月前

Sat down with Aaron Levie, CEO of Box, to discuss where AI agents are going, how agentic workflows are transforming software, why agents will require much more memory, and how token budgets for enterprises are evolving. Thank you Aaron Levie for taking the time! 00:00 - Intro 01:30 - Where are we in AI 06:25 - The Role of Agents in Software 11:40 - The Role of Memory for Agents 14:45 - TokenMaxxing 24:54 - Why Are There AI Doomers? 31:50 - Aaron's Take on Nvidia
32:57

Sat down with Aaron Levie, CEO of Box, to discuss where AI agents are going, how agentic workflows are transforming software, why agents will require much more memory, and how token budgets for enterprises are evolving. Thank you Aaron Levie for taking the time! 00:00 - Intro 01:30 - Where are we in AI 06:25 - The Role of Agents in Software 11:40 - The Role of Memory for Agents 14:45 - TokenMaxxing 24:54 - Why Are There AI Doomers? 31:50 - Aaron's Take on Nvidia

amit

96,221 次观看 • 4 个月前

MongoDB just announced Q2 FY2027 earnings. 📈 Total revenue of $772M, up 30% YoY. ☁️ MongoDB Atlas revenue grew ~29% YoY 🚀 EA & Other revenue grew 36% YoY 🤝 2,900 additional customers for a total of more than 70,600 total customers 🔍 Voyage AI by MongoDB customers nearly doubled QoQ We are raising full-year 2027 guidance due to strength in MongoDB Atlas. Learn more:
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MongoDB just announced Q2 FY2027 earnings. 📈 Total revenue of $772M, up 30% YoY. ☁️ MongoDB Atlas revenue grew ~29% YoY 🚀 EA & Other revenue grew 36% YoY 🤝 2,900 additional customers for a total of more than 70,600 total customers 🔍 Voyage AI by MongoDB customers nearly doubled QoQ We are raising full-year 2027 guidance due to strength in MongoDB Atlas. Learn more:

MongoDB

14,553 次观看 • 2 个月前

NEW: Cerebras $CBRS CEO Andrew Feldman (Andrew Feldman) "When the chip on your shoulder is the largest chip the world has ever seen." "The demand for AI has outpaced everybody's expectation & everybody's forecast. & so everybody's chasing. They're chasing chips, memory, or data centers." We get into the chip 58x larger than any other, $20B OpenAI deal signed in 4.5 weeks, & what's actually going on with the 'big AI deals' Recorded 2 months after Cerebras' $5.5B IPO at a $56B valuation, where a first-day pop briefly hit ~$95B before settling toward ~$60B. We cover: › A "Cambrian explosion" of new chip architectures › $20B+ OpenAI deal: 750MW of inference compute over 3 years › Why inference, not training, is where the value is now › "We are behind" on the data center build-out › Free tokens & circular deals: "These are drug pushers" › Creating 1,000 millionaires › Nvidia's balance sheet & market strength › Sovereign AI & owning the stack › Co-design & data centers in space › A real 25-year path to ending cancer Cerebras builds AI infrastructure for training & inference. It went public in May 2026, & its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, & processors. Filmed at the Raise Summit in Paris. Thank you to Brex, MongoDB & AssemblyAI for helping make this trip & content series happen. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Andrew Feldman, Co-Founder & CEO at Cerebras Systems (00:49) Why hardware suddenly became the coolest industry in tech (01:51) What changed at Raise AI Summit (03:01) Inside the $20 billion Cerebras - OpenAI deal (05:50) What actually changes two months after an IPO (06:32) Turning 1,000 employees into millionaires (07:52) Staying sane during an AI gold rush (10:44) Life after the IPO plateau (11:45) The truth about the global data center shortage (12:56) Why data centers are borrowing jet engines for power (14:44) Are data centers really headed to space? (15:37) The shift to designing chips & software together (17:39) The biggest misconception about co-designing chips & software (18:31) Inside SpaceX's multi-billion dollar AI deals (20:06) NVIDIA's playbook for locking out competitors (20:54) The hidden cost behind free tokens (22:52) Andrew's response to Karp's sovereign AI thesis (24:18) AI's biggest win might be curing cancer (26:50) Peptides & biohacking (28:00) How AI could finally fix the broken education problem (29:46) The mentors who shaped Andrew Feldman's career
33:00

NEW: Cerebras $CBRS CEO Andrew Feldman (Andrew Feldman) "When the chip on your shoulder is the largest chip the world has ever seen." "The demand for AI has outpaced everybody's expectation & everybody's forecast. & so everybody's chasing. They're chasing chips, memory, or data centers." We get into the chip 58x larger than any other, $20B OpenAI deal signed in 4.5 weeks, & what's actually going on with the 'big AI deals' Recorded 2 months after Cerebras' $5.5B IPO at a $56B valuation, where a first-day pop briefly hit ~$95B before settling toward ~$60B. We cover: › A "Cambrian explosion" of new chip architectures › $20B+ OpenAI deal: 750MW of inference compute over 3 years › Why inference, not training, is where the value is now › "We are behind" on the data center build-out › Free tokens & circular deals: "These are drug pushers" › Creating 1,000 millionaires › Nvidia's balance sheet & market strength › Sovereign AI & owning the stack › Co-design & data centers in space › A real 25-year path to ending cancer Cerebras builds AI infrastructure for training & inference. It went public in May 2026, & its products include inference, Wafer Scale Engine, AI supercomputers, AI model services, cloud, systems, & processors. Filmed at the Raise Summit in Paris. Thank you to Brex, MongoDB & AssemblyAI for helping make this trip & content series happen. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Andrew Feldman, Co-Founder & CEO at Cerebras Systems (00:49) Why hardware suddenly became the coolest industry in tech (01:51) What changed at Raise AI Summit (03:01) Inside the $20 billion Cerebras - OpenAI deal (05:50) What actually changes two months after an IPO (06:32) Turning 1,000 employees into millionaires (07:52) Staying sane during an AI gold rush (10:44) Life after the IPO plateau (11:45) The truth about the global data center shortage (12:56) Why data centers are borrowing jet engines for power (14:44) Are data centers really headed to space? (15:37) The shift to designing chips & software together (17:39) The biggest misconception about co-designing chips & software (18:31) Inside SpaceX's multi-billion dollar AI deals (20:06) NVIDIA's playbook for locking out competitors (20:54) The hidden cost behind free tokens (22:52) Andrew's response to Karp's sovereign AI thesis (24:18) AI's biggest win might be curing cancer (26:50) Peptides & biohacking (28:00) How AI could finally fix the broken education problem (29:46) The mentors who shaped Andrew Feldman's career

Molly O’Shea

494,613 次观看 • 3 个月前

BREAKING: Inside Snowflake (NYSE: SNOW) with CEO Sridhar Ramaswamy Fresh off the slopes of Davos to Snowflake’s HQ, Sridhar shares $SNOW plans to win the AI data platform race. We cover: - The AI platform war (Snowflake vs. Databricks, hyperscalers) - Where AI value accrues (Nvidia, frontier models, enterprise workflows) - Eric Schmidt’s $100B revenue playbook at Google - Frank Slootman’s CEO transition & leadership style - Sutter Hill’s influence - The recent Observe acquisition & AI observability with rise of AI agents - Trillion-dollar IPOs & valuation psychology - Coding agents compressing costs by ~10x - Ramaswamy’s “monk mode” discipline Highlights: (00:00) Sridhar Ramaswamy, CEO Snowflake (01:03) Data centers in space & why the economics still feels unclear (03:06) AI demand explosion & why old chips & models still matter (04:36) Where are we exactly in the AI supercycle? (06:41) Where value is being created vs where value is accruing (10:30) Hyperscalers, dominance, & shrinking AI moats (12:21) AI adoption in financial services, healthcare, & real use cases (16:01) Snowflake’s role in the AI supercycle (18:26) Shifting from long-term plans to week-by-week execution (20:39) Why this AI moment feels terrifying for technologists (23:16) Sutter Hill, board dynamics (24:26) Snowflake’s trillion-dollar ambition & lessons from Eric Schmidt (26:47) Leading teams through constant change (28:43) What does Snowflake look for when hiring? (30:51) Lessons from Frank Slootman & wartime leadership (36:12) Which companies will fail in the AI era (38:30) Monk mode (39:36) Acquiring Observe & integrating acquisitions without killing momentum (43:11) $1T IPOs, valuation discipline, & investor psychology (45:11) Managing investors & long-term stewardship
47:36

BREAKING: Inside Snowflake (NYSE: SNOW) with CEO Sridhar Ramaswamy Fresh off the slopes of Davos to Snowflake’s HQ, Sridhar shares $SNOW plans to win the AI data platform race. We cover: - The AI platform war (Snowflake vs. Databricks, hyperscalers) - Where AI value accrues (Nvidia, frontier models, enterprise workflows) - Eric Schmidt’s $100B revenue playbook at Google - Frank Slootman’s CEO transition & leadership style - Sutter Hill’s influence - The recent Observe acquisition & AI observability with rise of AI agents - Trillion-dollar IPOs & valuation psychology - Coding agents compressing costs by ~10x - Ramaswamy’s “monk mode” discipline Highlights: (00:00) Sridhar Ramaswamy, CEO Snowflake (01:03) Data centers in space & why the economics still feels unclear (03:06) AI demand explosion & why old chips & models still matter (04:36) Where are we exactly in the AI supercycle? (06:41) Where value is being created vs where value is accruing (10:30) Hyperscalers, dominance, & shrinking AI moats (12:21) AI adoption in financial services, healthcare, & real use cases (16:01) Snowflake’s role in the AI supercycle (18:26) Shifting from long-term plans to week-by-week execution (20:39) Why this AI moment feels terrifying for technologists (23:16) Sutter Hill, board dynamics (24:26) Snowflake’s trillion-dollar ambition & lessons from Eric Schmidt (26:47) Leading teams through constant change (28:43) What does Snowflake look for when hiring? (30:51) Lessons from Frank Slootman & wartime leadership (36:12) Which companies will fail in the AI era (38:30) Monk mode (39:36) Acquiring Observe & integrating acquisitions without killing momentum (43:11) $1T IPOs, valuation discipline, & investor psychology (45:11) Managing investors & long-term stewardship

Molly O’Shea

62,738 次观看 • 9 个月前

Your AI is only as smart as the context it runs on. Have you built your shared enterprise brain yet? At Databricks Data+AI Summit, I spoke with Prukalpa ✨, co-founder and co-CEO of Atlan, to go deeper on the AI Context Layer in practice. The concept of a shared enterprise brain resonated with me. It is a foundation that every AI agent draws from, learns from, and contributes back to. "The future of organizations are going to be the fastest learning organizations." - Prukalpa ✨ Sankar, co-founder and co-CEO of Atlan Watch the full interview on YouTube: Check out the live demo by Atlan on Building Context for Your AI Agents - #EnterpriseAI #ContextLayer #Data #AI #AtlanPartner Matthias Heidrich
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Your AI is only as smart as the context it runs on. Have you built your shared enterprise brain yet? At Databricks Data+AI Summit, I spoke with Prukalpa ✨, co-founder and co-CEO of Atlan, to go deeper on the AI Context Layer in practice. The concept of a shared enterprise brain resonated with me. It is a foundation that every AI agent draws from, learns from, and contributes back to. "The future of organizations are going to be the fastest learning organizations." - Prukalpa ✨ Sankar, co-founder and co-CEO of Atlan Watch the full interview on YouTube: Check out the live demo by Atlan on Building Context for Your AI Agents - #EnterpriseAI #ContextLayer #Data #AI #AtlanPartner Matthias Heidrich

Helen Yu

10,982 次观看 • 4 个月前

Good news for devs working in Visual Studio Code! The MongoDB MCP Server connects your MongoDB data to AI clients, such as GitHub Copilot in VS Code. Now you can ask for collection schemas and data samples, manage users and access, and generate queries all using natural language, right from your editor. Give it a try 👉
1:29

Good news for devs working in Visual Studio Code! The MongoDB MCP Server connects your MongoDB data to AI clients, such as GitHub Copilot in VS Code. Now you can ask for collection schemas and data samples, manage users and access, and generate queries all using natural language, right from your editor. Give it a try 👉

MongoDB

20,070 次观看 • 1 年前

MongoDB Atlas is officially live on the Vercel Marketplace! Build incredible AI apps with the flexible, scalable database you love, directly from your Vercel dashboard. Check it out ▶
0:22

MongoDB Atlas is officially live on the Vercel Marketplace! Build incredible AI apps with the flexible, scalable database you love, directly from your Vercel dashboard. Check it out ▶

MongoDB

14,481 次观看 • 1 年前

Marc Benioff on the AI boom, SaaSpocalypse, and future of Slack Salesforce CEO Marc Benioff and I discuss his recent framemogging at Dreamforce, the state of the SaaSpocalypse, and how Slack is more important than ever in the age of AI. We also talk about the resurgence of San Francisco, his role in the recent acquisition of Hugging Face, the wealth being created by the IPOs of Anthropic and OpenAI, and what he thinks the industry can learn from the social media era. Timestamps: 00:00 Dreamforce Memes and the AI Hype Cycle 04:36 San Francisco’s AI Comeback 07:24 Why AI Leaders Should Give Back 11:50 AI Safety, Regulation and CEO Responsibility 15:57 Betting on AI Agents and Anthropic 21:10 Is the SaaS Apocalypse Overblown? 28:56 Slack as the Operating System for AI Agents 33:39 How Do You Price AI? 36:56 Headless Salesforce and Unlocking Business Data 40:51 How AI Is Changing TIME and the Media 44:15 The Future of AI Interfaces Thanks to the show's premier sponsors: Granola, Atlassian, and Mercury.
49:07

Marc Benioff on the AI boom, SaaSpocalypse, and future of Slack Salesforce CEO Marc Benioff and I discuss his recent framemogging at Dreamforce, the state of the SaaSpocalypse, and how Slack is more important than ever in the age of AI. We also talk about the resurgence of San Francisco, his role in the recent acquisition of Hugging Face, the wealth being created by the IPOs of Anthropic and OpenAI, and what he thinks the industry can learn from the social media era. Timestamps: 00:00 Dreamforce Memes and the AI Hype Cycle 04:36 San Francisco’s AI Comeback 07:24 Why AI Leaders Should Give Back 11:50 AI Safety, Regulation and CEO Responsibility 15:57 Betting on AI Agents and Anthropic 21:10 Is the SaaS Apocalypse Overblown? 28:56 Slack as the Operating System for AI Agents 33:39 How Do You Price AI? 36:56 Headless Salesforce and Unlocking Business Data 40:51 How AI Is Changing TIME and the Media 44:15 The Future of AI Interfaces Thanks to the show's premier sponsors: Granola, Atlassian, and Mercury.

Alex Heath

253,129 次观看 • 1 个月前

.Dev Ittycheria, MongoDB CEO, discusses what he's seeing in the NYC tech scene and the latest AI trends:
4:56

.Dev Ittycheria, MongoDB CEO, discusses what he's seeing in the NYC tech scene and the latest AI trends:

Squawk Box

20,145 次观看 • 2 年前

"You should really treat having your own agent as having your own child. It's not one-click automation, you're raising it." Demi Guo (Demi Guo ), CEO of Pika on why agents need taste, not just prompts. Lin Qiao (Lin Qiao), CEO of Fireworks AI on why 95% of the world's data is still locked inside enterprises and why open-source models are converging with frontier. They join @jason on This Week in AI Episode 9: 00:00 Intro to Lin Qiao and Demi Guo 08:43 95% of private data locked in enterprises 16:03 The interface for creation is a human-like agent 22:07 The death of middle management 28:03 Taste, judgment, and why "slop" is the real risk 33:40 Agents aren't tools, they're children you raise 39:36 How close is open-source to frontier? 53:04 Agents as self-expression 63:17 Meta's Muse model goes closed-source
1:14:18

"You should really treat having your own agent as having your own child. It's not one-click automation, you're raising it." Demi Guo (Demi Guo ), CEO of Pika on why agents need taste, not just prompts. Lin Qiao (Lin Qiao), CEO of Fireworks AI on why 95% of the world's data is still locked inside enterprises and why open-source models are converging with frontier. They join @jason on This Week in AI Episode 9: 00:00 Intro to Lin Qiao and Demi Guo 08:43 95% of private data locked in enterprises 16:03 The interface for creation is a human-like agent 22:07 The death of middle management 28:03 Taste, judgment, and why "slop" is the real risk 33:40 Agents aren't tools, they're children you raise 39:36 How close is open-source to frontier? 53:04 Agents as self-expression 63:17 Meta's Muse model goes closed-source

This Week in AI

48,202 次观看 • 6 个月前

NEW: Lumentum (NASDAQ: $LITE ) CEO Michael Hurlston on the Optics Boom How Lasers Are Transforming AI Data Centers "We're being asked by hyperscalers to deploy in millions, tens of millions of units." "You're not gonna have birds burning up as these lasers shoot data down to the Earth, right?" "Copper can't carry these signals the distances they need to go. You have more & more optics now coming into the data center." We cover: › Why AI is replacing copper with light › Birds vs. space lasers › Space lasers & the future of the internet › Why we're spending $10T moving data from kilometers to millimeters › Lumentum's 3x revenue growth in just 5 quarters › Stock went up 1000% › U.S.-China geopolitics in optical networking › The manufacturing bottlenecks facing optical infrastructure Michael Hurlston became President & CEO of Lumentum (LITE) on February 7, 2025. Fifteen months later the company reported record quarterly revenue of $808.4M, up 90% year over year, joined the Nasdaq-100, & took a $2B investment from Nvidia. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michael Hurlston, CEO at Lumentum Holdings (00:58) Backstage with Tony Kim at RAISE Summit (01:53) What optical connectivity actually means (03:31) The $10 trillion irony of the data center build-out (05:37) Scaling up inside a data center (08:38) 3x revenue in 5 quarters (10:13) From Finisar to Synaptics to Lumentum (11:51) Why Lumentum went all-in on data centers (13:10) Why space is the next big market for optical lasers (14:06) Debunking laser myths (space vs birds) (16:40) Why copper is about to disappear from the server rack (19:00) The geopolitics of the optical supply chain (20:16) The advice that shaped Michael's path
23:56

NEW: Lumentum (NASDAQ: $LITE ) CEO Michael Hurlston on the Optics Boom How Lasers Are Transforming AI Data Centers "We're being asked by hyperscalers to deploy in millions, tens of millions of units." "You're not gonna have birds burning up as these lasers shoot data down to the Earth, right?" "Copper can't carry these signals the distances they need to go. You have more & more optics now coming into the data center." We cover: › Why AI is replacing copper with light › Birds vs. space lasers › Space lasers & the future of the internet › Why we're spending $10T moving data from kilometers to millimeters › Lumentum's 3x revenue growth in just 5 quarters › Stock went up 1000% › U.S.-China geopolitics in optical networking › The manufacturing bottlenecks facing optical infrastructure Michael Hurlston became President & CEO of Lumentum (LITE) on February 7, 2025. Fifteen months later the company reported record quarterly revenue of $808.4M, up 90% year over year, joined the Nasdaq-100, & took a $2B investment from Nvidia. 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Michael Hurlston, CEO at Lumentum Holdings (00:58) Backstage with Tony Kim at RAISE Summit (01:53) What optical connectivity actually means (03:31) The $10 trillion irony of the data center build-out (05:37) Scaling up inside a data center (08:38) 3x revenue in 5 quarters (10:13) From Finisar to Synaptics to Lumentum (11:51) Why Lumentum went all-in on data centers (13:10) Why space is the next big market for optical lasers (14:06) Debunking laser myths (space vs birds) (16:40) Why copper is about to disappear from the server rack (19:00) The geopolitics of the optical supply chain (20:16) The advice that shaped Michael's path

Molly O’Shea

157,811 次观看 • 3 个月前

EPISODE 158: Nima Ghamsari on the Power of AI Agents & Infinite Workforce Joe Lonsdale sits down with Nima Ghamsari to cover some favorite stories from Palantir, why he's all-in on AI agents, Blend's comeback story, and more. (00:00) Episode intro (01:45) Making millions playing poker to joining Palantir (06:00) Most important lessons from Palantir (07:30) Founding $BLND / understanding the mortgage industry (11:25) How to win over banks and risk-averse customers (15:50) Blend's meteoric rise and fall (19:00) Going all-in on AI agents / Blend's Act II (22:55) efficient markets / is Blend undervalued today? (26:50) Impact of AI on internal operations / increased productivity (32:00) The future of SaaS (36:20) The optimistic case for AI
38:57

EPISODE 158: Nima Ghamsari on the Power of AI Agents & Infinite Workforce Joe Lonsdale sits down with Nima Ghamsari to cover some favorite stories from Palantir, why he's all-in on AI agents, Blend's comeback story, and more. (00:00) Episode intro (01:45) Making millions playing poker to joining Palantir (06:00) Most important lessons from Palantir (07:30) Founding $BLND / understanding the mortgage industry (11:25) How to win over banks and risk-averse customers (15:50) Blend's meteoric rise and fall (19:00) Going all-in on AI agents / Blend's Act II (22:55) efficient markets / is Blend undervalued today? (26:50) Impact of AI on internal operations / increased productivity (32:00) The future of SaaS (36:20) The optimistic case for AI

American Optimist

158,687 次观看 • 4 个月前

BREAKING: AI has eaten the Internet. Data labeling is so over. & $30 trillion of human work is on the verge of automation. Inside The $2.2B AI Research Accelerator, Turing Founder & CEO, Jonathan Siddharth (), joins Sourcery to break down the severe power shift in AI training: from commodity data labeling → expert research Positioning Turing apart from AI data providers like Scale AI, Mercor, & Surge. (00:00) AI Ate The Internet (00:49) Training Superintelligence: the race to AGI (02:31) Viral tweet (03:24) What Turing actually does (04:43) The internet data is “used up” — where will new data come from? (05:34) Four pillars of superintelligence: multimodality, reasoning, tool use, coding (06:07) Automating $30T of global knowledge work (09:18) The $1B revenue opportunity (10:59) Why Turing is a research-first accelerator, not a data labeler (13:45) Jonathan’s Stanford AI Lab roots & founding DNA (17:57) How models are built: pre-training vs. post-training (20:14) RLHF, reinforcement learning, & “breaking the models” (25:19) GPT-5 and the myth of rapid takeoff (30:46) Safety debates and human-in-the-loop systems (34:53) Closing Enterprise Gap: finance, insurance, & pharma (39:23) Why proprietary enterprise data is the next moat in AI
49:29

BREAKING: AI has eaten the Internet. Data labeling is so over. & $30 trillion of human work is on the verge of automation. Inside The $2.2B AI Research Accelerator, Turing Founder & CEO, Jonathan Siddharth (), joins Sourcery to break down the severe power shift in AI training: from commodity data labeling → expert research Positioning Turing apart from AI data providers like Scale AI, Mercor, & Surge. (00:00) AI Ate The Internet (00:49) Training Superintelligence: the race to AGI (02:31) Viral tweet (03:24) What Turing actually does (04:43) The internet data is “used up” — where will new data come from? (05:34) Four pillars of superintelligence: multimodality, reasoning, tool use, coding (06:07) Automating $30T of global knowledge work (09:18) The $1B revenue opportunity (10:59) Why Turing is a research-first accelerator, not a data labeler (13:45) Jonathan’s Stanford AI Lab roots & founding DNA (17:57) How models are built: pre-training vs. post-training (20:14) RLHF, reinforcement learning, & “breaking the models” (25:19) GPT-5 and the myth of rapid takeoff (30:46) Safety debates and human-in-the-loop systems (34:53) Closing Enterprise Gap: finance, insurance, & pharma (39:23) Why proprietary enterprise data is the next moat in AI

Molly O’Shea

70,147 次观看 • 1 年前

"I don't want to rent myself back from Sam Altman. That is my personal Black Mirror." Kanjun 🐙 (Imbue) on why open source agents are the only way out. Carina Hong (Axiom) on why nobody should trust a single line of unverified AI code. Jonathan Siddharth (Turing) on the data loop making the models smarter. They join @jason on This Week in AI Episode 8: 00:00 Intro 01:31 Open source agents vs. total lock-in 05:10 AI that aced the hardest math exam 09:52 The superintelligence accelerator 15:53 Anthropic's $30B run rate 22:27 OpenAI's identity crisis 28:27 Meta's token-burning leaderboard 44:08 Commodification of developers 58:27 Superintelligence in 36 months 01:08:41 Big Tech is failing at AI
1:26:39

"I don't want to rent myself back from Sam Altman. That is my personal Black Mirror." Kanjun 🐙 (Imbue) on why open source agents are the only way out. Carina Hong (Axiom) on why nobody should trust a single line of unverified AI code. Jonathan Siddharth (Turing) on the data loop making the models smarter. They join @jason on This Week in AI Episode 8: 00:00 Intro 01:31 Open source agents vs. total lock-in 05:10 AI that aced the hardest math exam 09:52 The superintelligence accelerator 15:53 Anthropic's $30B run rate 22:27 OpenAI's identity crisis 28:27 Meta's token-burning leaderboard 44:08 Commodification of developers 58:27 Superintelligence in 36 months 01:08:41 Big Tech is failing at AI

This Week in AI

39,984 次观看 • 7 个月前

NEW: I sat down w/ Perplexity Founder & CEO Aravind Srinivas (Aravind Srinivas) on why AI-native SMBs could drive the next American millionaire economic boom. Perplexity, valued at ~$20B with ~$2B in reported funding, $750M in annualized revenue as of August, seeing 5x YoY revenue growth as it expands from search into autonomous agents. One example Aravind shared is a single-person company generating $3M in annual revenue while spending over $1M a year on Perplexity Computer. His thesis is that AI could fundamentally change the economics of building a business. Smaller teams, less capital, higher productivity, & entirely new business models. At the infrastructure layer, Aravind sees a shift toward local & hybrid inference, with AI agents operating across personal devices and the cloud. As context windows expand and workloads become more personalized, local compute becomes increasingly cost-competitive, while offering greater privacy, control & data sovereignty. We cover: › Why SMBs could become a major driver of US GDP growth › The shift from AI models to agents & recursive economics › Why Perplexity is betting on your Mac instead of building data centers › NVIDIA, Apple Silicon, local inference & sovereign AI › Why writing code is no longer the bottleneck, but problem-solving is 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Aravind Srinivas, Co-founder & CEO of Perplexity (01:30) Why Perplexity's brand is built on curiosity (04:47) Every great invention starts with one question (08:18) How to build a $1T company in America alone (12:36) The next big companies will be tiny (13:45) Is the American dream still alive? (16:28) Stop blaming users for bad prompts (22:55) How Perplexity quietly grew 5x (26:51) The solopreneur spending $1M a year on Perplexity (28:28) "We don't have competitors, we have contributors" (29:20) The data center is coming to your laptop (34:32) Orchestrating up with NVIDIA, down with Apple (36:11) What happens when your AI agent knows everything (39:17) Why Perplexity is skipping the data center race (41:25) Stop asking AI to write code, ask it to think (45:47) Perplexity’s answer to AI security (48:27) The Hugging Face incident & multi-agent threats (50:45) Turning everyone into a scientist (53:31) Why Perplexity isn’t chasing a billion users
54:44

NEW: I sat down w/ Perplexity Founder & CEO Aravind Srinivas (Aravind Srinivas) on why AI-native SMBs could drive the next American millionaire economic boom. Perplexity, valued at ~$20B with ~$2B in reported funding, $750M in annualized revenue as of August, seeing 5x YoY revenue growth as it expands from search into autonomous agents. One example Aravind shared is a single-person company generating $3M in annual revenue while spending over $1M a year on Perplexity Computer. His thesis is that AI could fundamentally change the economics of building a business. Smaller teams, less capital, higher productivity, & entirely new business models. At the infrastructure layer, Aravind sees a shift toward local & hybrid inference, with AI agents operating across personal devices and the cloud. As context windows expand and workloads become more personalized, local compute becomes increasingly cost-competitive, while offering greater privacy, control & data sovereignty. We cover: › Why SMBs could become a major driver of US GDP growth › The shift from AI models to agents & recursive economics › Why Perplexity is betting on your Mac instead of building data centers › NVIDIA, Apple Silicon, local inference & sovereign AI › Why writing code is no longer the bottleneck, but problem-solving is 𝐓𝐈𝐌𝐄𝐒𝐓𝐀𝐌𝐏𝐒 (00:00) Aravind Srinivas, Co-founder & CEO of Perplexity (01:30) Why Perplexity's brand is built on curiosity (04:47) Every great invention starts with one question (08:18) How to build a $1T company in America alone (12:36) The next big companies will be tiny (13:45) Is the American dream still alive? (16:28) Stop blaming users for bad prompts (22:55) How Perplexity quietly grew 5x (26:51) The solopreneur spending $1M a year on Perplexity (28:28) "We don't have competitors, we have contributors" (29:20) The data center is coming to your laptop (34:32) Orchestrating up with NVIDIA, down with Apple (36:11) What happens when your AI agent knows everything (39:17) Why Perplexity is skipping the data center race (41:25) Stop asking AI to write code, ask it to think (45:47) Perplexity’s answer to AI security (48:27) The Hugging Face incident & multi-agent threats (50:45) Turning everyone into a scientist (53:31) Why Perplexity isn’t chasing a billion users

Molly O’Shea

1,858,645 次观看 • 26 天前

AI models are upgrading at a new speed. OpenAI’s GPT-6 Astra model, released last week, follows a self-controlled “chain-of-thought” reasoning pattern that can evade certain kinds of monitoring. The next value differentiator for improved models may be less about performance and more about auditability. More on Lightwork this week: → ByteDance is working towards releasing a new real-time world model, pressuring Western frontier labs to keep pace. → Personal agents like Meta’s Muse and Instinct are gaining popularity, raising a conversation over personal autonomy with agents. → Some applications are throttling agent traffic. What does this mean for the companies building them? Claire Zau Josh Machiz Bucky Moore 0:00 Welcome, Bucky Moore! 1:12 OpenAI's Astra 3:50 The New AI Model’s Architecture 4:40 AI Safety and Guardrails 8:01 Trusting AI Agents 11:09 The Future of AI Models 12:06 The AI Agent Land Grab 17:09 AI, Trust, and Personal Data 20:12 Improving AI Agent Capabilities 22:11 Enterprise AI Assistants and Personal Context 24:05 AI Agents and the Future of the Web 25:50 ByteDance and World Models 28:19 World Models and Consumer Content 30:56 Reactor and World Model Infrastructure 34:13 Real-Time Video Models and Scaling
36:26

AI models are upgrading at a new speed. OpenAI’s GPT-6 Astra model, released last week, follows a self-controlled “chain-of-thought” reasoning pattern that can evade certain kinds of monitoring. The next value differentiator for improved models may be less about performance and more about auditability. More on Lightwork this week: → ByteDance is working towards releasing a new real-time world model, pressuring Western frontier labs to keep pace. → Personal agents like Meta’s Muse and Instinct are gaining popularity, raising a conversation over personal autonomy with agents. → Some applications are throttling agent traffic. What does this mean for the companies building them? Claire Zau Josh Machiz Bucky Moore 0:00 Welcome, Bucky Moore! 1:12 OpenAI's Astra 3:50 The New AI Model’s Architecture 4:40 AI Safety and Guardrails 8:01 Trusting AI Agents 11:09 The Future of AI Models 12:06 The AI Agent Land Grab 17:09 AI, Trust, and Personal Data 20:12 Improving AI Agent Capabilities 22:11 Enterprise AI Assistants and Personal Context 24:05 AI Agents and the Future of the Web 25:50 ByteDance and World Models 28:19 World Models and Consumer Content 30:56 Reactor and World Model Infrastructure 34:13 Real-Time Video Models and Scaling

Lightspeed

15,012 次观看 • 1 个月前

We are in an industry of skills. Industry of agents. For the very first time we have AI agents sitting on top of tools. Agents now can use the tools. The opportunity for agents is gigantic. —Nvidia CEO Jensen Huang and Salesforce CEO Marc Marc Benioff #DF24
7:43

We are in an industry of skills. Industry of agents. For the very first time we have AI agents sitting on top of tools. Agents now can use the tools. The opportunity for agents is gigantic. —Nvidia CEO Jensen Huang and Salesforce CEO Marc Marc Benioff #DF24

Vala Afshar

48,108 次观看 • 2 年前