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Open source AI just became the biggest policy fight in tech. Our full conversation with Ben Horowitz, where he tells Theo and Sofia why banning open source is nearly impossible, why it's historically the safer path, the risk of one company controlling AI and why distillation isn't the threat...

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11,211 Aufrufe • vor 17 Tagen •via X (Twitter)

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This is my sixth conversation with Gavin Baker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and the new chip companies challenging Nvidia - Usage-based pricing - The disaggregation of GPUs - DRAM, frontier tokens, and open source Enjoy! Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon
1:22:10

This is my sixth conversation with Gavin Baker. As always with Gavin, the conversation covers a lot of ground, but we spend the most time on watts and wafers. We discuss: - Why the wafer shortage may prevent an AI bubble - Data centers in space (reframed) - Elon's Terafab and the new chip companies challenging Nvidia - Usage-based pricing - The disaggregation of GPUs - DRAM, frontier tokens, and open source Enjoy! Timestamps: 0:00 Intro 7:55 Anthropic and OpenAI Valuations 12:58 Watts, Wafers, and Infrastructure 14:39 Orbital Compute and Data Centers in Space 22:49 Avoiding the AI Bubble 28:26 Terafab and the Future of US Manufacturing 32:16 Returns to the Frontier 37:23 Continual Learning 42:03 New Chip Companies 48:52 Extending GPU Lifespans and Private Credit 51:22 The Application Layer 57:32 The Token Path and Open-Source Dynamics 1:01:37 Cybersecurity 1:05:46 Diversity Breakdown 1:11:59 Assessing the Big Tech Players in AI 1:19:02 Geopolitics, Personal Safety, and the AI Horizon

Patrick OShaughnessy

1,675,536 Aufrufe • vor 2 Monaten

Why funding open source is NOT philanthropy with Pavlenex | SLP734 Pavlenex, Bitcoin open source contributor, joins me to discuss why funding builders matters, how open source projects evolve, and what’s new with Stratum V2 & BTCPay Server. Timestamps: (00:00) - Intro (01:09) - Open source is not philanthropy (05:07) - Reaction to MARA Foundation’s initiative (06:40) - Stages of open source projects (11:51) - The necessity of economic incentives (16:42) - AI's impact on open source contributions (19:48) - “Upstream decisions, downstream impact” (24:33) - Open source as a complement to R&D (28:46) - Navigating corporate funding & control (31:14) - Identifying & supporting the right projects (35:56) - Directed grants vs Open grants (39:55) - The importance of supporting open source (42:41) - Updates on Stratum V2 (47:02) - Updates on BTCPay Server (48:47) - What is the Samrock protocol for BTCPay?
52:05

Why funding open source is NOT philanthropy with Pavlenex | SLP734 Pavlenex, Bitcoin open source contributor, joins me to discuss why funding builders matters, how open source projects evolve, and what’s new with Stratum V2 & BTCPay Server. Timestamps: (00:00) - Intro (01:09) - Open source is not philanthropy (05:07) - Reaction to MARA Foundation’s initiative (06:40) - Stages of open source projects (11:51) - The necessity of economic incentives (16:42) - AI's impact on open source contributions (19:48) - “Upstream decisions, downstream impact” (24:33) - Open source as a complement to R&D (28:46) - Navigating corporate funding & control (31:14) - Identifying & supporting the right projects (35:56) - Directed grants vs Open grants (39:55) - The importance of supporting open source (42:41) - Updates on Stratum V2 (47:02) - Updates on BTCPay Server (48:47) - What is the Samrock protocol for BTCPay?

Stephan Livera

11,641 Aufrufe • vor 3 Monaten

How has the day-to-day workflow of Mitchell Hashimoto (Mitchell Hashimoto) changed, thanks to AI tools? Timestamps: 00:00 Intro 07:19 HashiCorp origins 18:22 The 2010s startup scene in SF 23:11 Funding HashiCorp 25:23 The "Hashi stack" 38:28 The open-core pivot 48:08 Taking HashiCorp public 51:58 The almost-VMware acquisition 59:10 Mitchell’s take on AWS, GCP and Azure 01:06:02 AI’s impact on open source 01:07:00 Ghostty 01:19:13 How Mitchell uses AI 01:28:36 Open source + AI 01:31:46 The problem of Git and monorepos 01:39:57 Mitchell’s hiring practices 01:47:52 Mitchell’s AI adoption journey 01:50:41 Advice to future founders 01:55:03 Closing Also on YouTube, Spotify and Apple (see the next tweet) Brought to you by: • Statsig — ⁠ The unified platform for flags, analytics, experiments, and more. • Sonar – The makers of SonarQube, the industry standard for automated code review. Join me online at the Sonar Summit on March 3rd: • WorkOS – Everything you need to make your app enterprise ready.
1:58:23

How has the day-to-day workflow of Mitchell Hashimoto (Mitchell Hashimoto) changed, thanks to AI tools? Timestamps: 00:00 Intro 07:19 HashiCorp origins 18:22 The 2010s startup scene in SF 23:11 Funding HashiCorp 25:23 The "Hashi stack" 38:28 The open-core pivot 48:08 Taking HashiCorp public 51:58 The almost-VMware acquisition 59:10 Mitchell’s take on AWS, GCP and Azure 01:06:02 AI’s impact on open source 01:07:00 Ghostty 01:19:13 How Mitchell uses AI 01:28:36 Open source + AI 01:31:46 The problem of Git and monorepos 01:39:57 Mitchell’s hiring practices 01:47:52 Mitchell’s AI adoption journey 01:50:41 Advice to future founders 01:55:03 Closing Also on YouTube, Spotify and Apple (see the next tweet) Brought to you by: • Statsig — ⁠ The unified platform for flags, analytics, experiments, and more. • Sonar – The makers of SonarQube, the industry standard for automated code review. Join me online at the Sonar Summit on March 3rd: • WorkOS – Everything you need to make your app enterprise ready.

Gergely Orosz

59,544 Aufrufe • vor 5 Monaten

WATCH — Even the Government Gets Robbed: Why the US Needs Bitcoin Custody Standards | Bitcoin Policy Hour Ep 44 On this episode of the Bitcoin Policy Hour, the team breaks down China's Kimi K3 AI model and the US response, the bipartisan backlash against data centers, and the ARMA bill that would give Treasury real Bitcoin custody standards. Feat. Zack Cohen Zack Shapiro Bayman11771 Chapters: 04:02 How the US Might Curb Chinese Models 10:04 "FINRA for AI" & the Open-Source Debate 16:25 Why China Went Open Source 19:52 Xi Jinping's Global AI Governance Play 27:31 Robots, Health Care & the Industrial AI Layer 30:04 America's Bipartisan Data Center Backlash 39:38 AI's PR Problem 42:38 Mastering AI Prompting 51:10 ARMA, the Bitcoin Reserve Bill & DC Departures
58:13

WATCH — Even the Government Gets Robbed: Why the US Needs Bitcoin Custody Standards | Bitcoin Policy Hour Ep 44 On this episode of the Bitcoin Policy Hour, the team breaks down China's Kimi K3 AI model and the US response, the bipartisan backlash against data centers, and the ARMA bill that would give Treasury real Bitcoin custody standards. Feat. Zack Cohen Zack Shapiro Bayman11771 Chapters: 04:02 How the US Might Curb Chinese Models 10:04 "FINRA for AI" & the Open-Source Debate 16:25 Why China Went Open Source 19:52 Xi Jinping's Global AI Governance Play 27:31 Robots, Health Care & the Industrial AI Layer 30:04 America's Bipartisan Data Center Backlash 39:38 AI's PR Problem 42:38 Mastering AI Prompting 51:10 ARMA, the Bitcoin Reserve Bill & DC Departures

Bitcoin Magazine

12,978 Aufrufe • vor 9 Tagen

FULL INTERVIEW: Airbnb CEO Brian Chesky joins TBPN to discuss recent earnings, founder mode, the future of consumer AI, marketing, and more. 01:04 How Airbnb got its startup energy back 03:40 Founder mode and fixing one corner of the business at a time 06:14 How Chesky would disrupt Airbnb today 07:18 Why chatbots are wrong for travel 09:37 The SaaSpocalypse and AI interfaces 12:25 Why everyone is building enterprise AI 17:05 Why consumer AI hasn’t broken out yet 18:15 Why Silicon Valley keeps chasing trends 23:08 Advice for designers in the AI era 31:43 Why different marketing works best
35:18

FULL INTERVIEW: Airbnb CEO Brian Chesky joins TBPN to discuss recent earnings, founder mode, the future of consumer AI, marketing, and more. 01:04 How Airbnb got its startup energy back 03:40 Founder mode and fixing one corner of the business at a time 06:14 How Chesky would disrupt Airbnb today 07:18 Why chatbots are wrong for travel 09:37 The SaaSpocalypse and AI interfaces 12:25 Why everyone is building enterprise AI 17:05 Why consumer AI hasn’t broken out yet 18:15 Why Silicon Valley keeps chasing trends 23:08 Advice for designers in the AI era 31:43 Why different marketing works best

TBPN

15,497 Aufrufe • vor 3 Monaten