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The two ways that large language models will win “If you are a model provider, you are basically looking to dominate the platform era and get really good at selling inference. Or you want to move up to become an application-layer company that has really good models. Anthropic seems... show more

Harry Stebbings

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21,179 views • 7 days ago •via X (Twitter)

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Peter Thiel on how to never lose your job to AI in 2024: “It seems to be that AI is quite good at woke stuff.” “If you want to be a successful actor, you should be a little racist, or a little sexist, or just really funny— and you won’t have any risk of the AI replacing you.”

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Jawwwn

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"Consumers are better served when the model provider and the application provider are separate. If the same company owns both, it has an incentive to maximize token consumption rather than optimize for efficiency and customer value. An independent application layer creates competition between models, forcing them to be faster, cheaper, and better, while giving customers more choice and less vendor lock-in." Matan Grinberg Why is this wrong and what would you say in response Boris Cherny Anthony Morris ツ Bryce, the CUDA Colonel Thariq Alexander Embiricos jason

"Consumers are better served when the model provider and the application provider are separate. If the same company owns both, it has an incentive to maximize token consumption rather than optimize for efficiency and customer value. An independent application layer creates competition between models, forcing them to be faster, cheaper, and better, while giving customers more choice and less vendor lock-in." Matan Grinberg Why is this wrong and what would you say in response Boris Cherny Anthony Morris ツ Bryce, the CUDA Colonel Thariq Alexander Embiricos jason

Harry Stebbings

30,003 views • 2 months ago

If you really want to be able to affect the world and move it in a positive direction. You need to become a SOMEBODY. You can't affect much when no one knows or cares who you are. Evil wins when good men do nothing.

If you really want to be able to affect the world and move it in a positive direction. You need to become a SOMEBODY. You can't affect much when no one knows or cares who you are. Evil wins when good men do nothing.

Andrew Tate

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OpenAI does not want to become the application layer of AI; it wants to be the platform that other application companies build on. "I think we should be more of a platform company than a product company. We will build products, of course. What I think most people want is a sort of single interface to their own personal, or their company's, AGI that can kind of help them with whatever they need, and then the ability, with an API, to build anything they want on top of it. That is the platform that we should offer to the world. We're going to sell great AI at every point on the cost-performance curve. We will be the best. You want really high-end AI to discover science? That's great. You want really inexpensive AI to do a massive amount of work that maybe doesn't require genius-level intelligence? We've got you covered there too." - Sam Altman on David Senra podcast (full video in the quoted tweet)

OpenAI does not want to become the application layer of AI; it wants to be the platform that other application companies build on. "I think we should be more of a platform company than a product company. We will build products, of course. What I think most people want is a sort of single interface to their own personal, or their company's, AGI that can kind of help them with whatever they need, and then the ability, with an API, to build anything they want on top of it. That is the platform that we should offer to the world. We're going to sell great AI at every point on the cost-performance curve. We will be the best. You want really high-end AI to discover science? That's great. You want really inexpensive AI to do a massive amount of work that maybe doesn't require genius-level intelligence? We've got you covered there too." - Sam Altman on David Senra podcast (full video in the quoted tweet)

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Transgender model Alex Consani who has become the first trans model to win the women’s ‘Model of the Year’ award gives advice to other transgender models. “No matter what anybody else says around you, you are that b*tch. And you will be that b*tch.”

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Oli London

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Scott on why conviction in an idea is dangerous as an investor but required as a founder: "From the investor seat, I don't think you want to be in love with an idea. That's a risky thing because you'll find a way to express that by investing and make some compromises on the team because you know this idea is just so good, its time has come. But if the team isn't there, 90% of the time it doesn't work. Then there's a whole thing can you swap out the team? But the whole Founders Fund thesis was always no, you need the founder to run the company. But on the company side, you have to be in love with the idea. It's not that rational to start a company. There's a lot easier, more comfortable ways to make money if that's the goal. So it's got to be about what the company is doing specifically. If you want to actually start a company, it better be something that you're really passionate about, or you think that the problem is really important."

Scott on why conviction in an idea is dangerous as an investor but required as a founder: "From the investor seat, I don't think you want to be in love with an idea. That's a risky thing because you'll find a way to express that by investing and make some compromises on the team because you know this idea is just so good, its time has come. But if the team isn't there, 90% of the time it doesn't work. Then there's a whole thing can you swap out the team? But the whole Founders Fund thesis was always no, you need the founder to run the company. But on the company side, you have to be in love with the idea. It's not that rational to start a company. There's a lot easier, more comfortable ways to make money if that's the goal. So it's got to be about what the company is doing specifically. If you want to actually start a company, it better be something that you're really passionate about, or you think that the problem is really important."

Patrick OShaughnessy

33,016 views • 4 months ago

Palantir CEO Alex Karp predicts the future business landscape will be defined by companies that got sovereignty right competing against the frontier labs: “I am quite certain that the companies that get this right will just be the dominant companies, because de facto, it'll be you competing against a frontier lab.” “And you can win because you have access to things that are outside the spectrum, that are outside the model, that are proprietary, that only you understand.” “Or you can selectively use their models, but make sure that alpha is not being migrated out by using an application layer or what is commonly now called an ontology.”

Palantir CEO Alex Karp predicts the future business landscape will be defined by companies that got sovereignty right competing against the frontier labs: “I am quite certain that the companies that get this right will just be the dominant companies, because de facto, it'll be you competing against a frontier lab.” “And you can win because you have access to things that are outside the spectrum, that are outside the model, that are proprietary, that only you understand.” “Or you can selectively use their models, but make sure that alpha is not being migrated out by using an application layer or what is commonly now called an ontology.”

Palantir

2,095,747 views • 20 days ago

If you’re in wrestling, or want to be in wrestling, you have to learn and take advice from the people that have experience in doing what you want. Latin Lover gave good advice to the AAA wrestlers looking to be noticed by #WWE But that advice applies to anyone looking to be noticed by any company, WWE, #AEW , #NJPW, AAA, CMLL ect. •Learn the In Ring skillsets. •Prepare your body to look as good as you can get it to with Gym and Nutrition. •Get great looking wrestling attire. •Learn a SECOND language, so you can communicate better with people when you need to. Those are the basics, the rest will come to you with experience and networking.

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Jose The Assistant 🦇👊🏻

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SMX 🇺🇸

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Palantir

83,920 views • 1 year ago

Jason Calacanis: Anthropic, OpenAI and others are trying to kill OpenClaw Why? Because an open source agent platform is an existential threat to frontier model companies. @jason: “ People are going to say I'm a conspiracy theorist, but the number one goal, I believe, in the large language model, frontier model space, is to kill (OpenClaw). This is a giant movement to stop it, because this is the equivalent of having an open source Android-like player in the market, and that could be incredibly disruptive. Because, I believe, open source is going to win the day on the large language models and take 90% of the token usage, and I think the entire frontier model space could be undercut by open source. And I think they realize that SLMs, the smaller language models that are verticalized now, that will run on desktops and laptops and are even starting to run on the top ones, that is their biggest competitive threat, and I hope it happens.”

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The All-In Podcast

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Elon Musk: Work on products that you personally love, that you feel really need to exist. “You want to focus on something that you are personally passionate about, that you personally care about. It's very hard to be motivated for a product that you don't really feel strongly about. And it doesn't have to be high-tech. It could be in any field. It's got to be a product that you feel really needs to be there, that you personally love. And I would listen to your instincts. Do you love this product or service? Because it's kind of impossible to know what do other people love. But if you love it, that's a good sign. A good test would be that you can't wait for this product to be on the market. And if that's the case, you're going in the right direction.” Interview at Viva Tech Paris, June 16, 2023

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ELON CLIPS

36,448 views • 1 year ago

Elon Musk to entrepreneurs: Listen to your instincts! “You want to focus on something that you are personally passionate about, that you personally care about. It's very hard to be motivated for a product that you don't really feel strongly about. It doesn't have to be high-tech. It could be in any field. It's got to be a product that you feel really needs to be there and something that you personally love. I would listen to your instincts. Do you love this product or service? Because it's impossible to know what do other people love. But if you love it, that's a good sign. And that could be small to large, of any kind, in any field. A good test would be that you can't wait for this product to be on the market. If that's the case, you're going in the right direction.” Viva Technology, Paris, June 16, 2023

Elon Musk to entrepreneurs: Listen to your instincts! “You want to focus on something that you are personally passionate about, that you personally care about. It's very hard to be motivated for a product that you don't really feel strongly about. It doesn't have to be high-tech. It could be in any field. It's got to be a product that you feel really needs to be there and something that you personally love. I would listen to your instincts. Do you love this product or service? Because it's impossible to know what do other people love. But if you love it, that's a good sign. And that could be small to large, of any kind, in any field. A good test would be that you can't wait for this product to be on the market. If that's the case, you're going in the right direction.” Viva Technology, Paris, June 16, 2023

ELON CLIPS

106,592 views • 1 year ago

You want to be an engineer, a cook, or a shoemaker. Good for you, be a shoemaker. You want to be an astronaut. Good for you, be that. The job of the government and the country is to open the doors to your imagination and make you feel and believe. The country should help you walk on that path. That is Gandhiji's vision for India, and that is the path of Swaraj. : LoP Shri Rahul Gandhi 📍 Delhi

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Congress

113,443 views • 20 days ago

$PLTR David Sacks on the SaaS selloff: “I think the market is probably being too harsh here. The most important question is now at the application layer of the stack. Does all that value get eaten by the model companies, or do applications get turbocharged? I guess you can say that Palantir is one of them. It’s an application company that has been turbocharged by these models. Who else will be a big beneficiary?”

$PLTR David Sacks on the SaaS selloff: “I think the market is probably being too harsh here. The most important question is now at the application layer of the stack. Does all that value get eaten by the model companies, or do applications get turbocharged? I guess you can say that Palantir is one of them. It’s an application company that has been turbocharged by these models. Who else will be a big beneficiary?”

amit

202,901 views • 5 months ago

"If you want to accomplish something truly extraordinary, if you want to be in the 99th percentile in terms of outcomes, it's going to be really difficult. It's going to be really uncomfortable. You have to remind people of that that if they ever find themselves in the comfort zone at work, they are definitely making a mistake. They have definitely screwed up somehow. It's supposed to be really fricking exhausting. On Friday night when you get hit with an escalation, when you get hit with a bunch of new bugs from someone in the engineering team that you've got a triage, those are the moments where great players and great teams are separated from good players and good teams." — Matt MacInnis (Matt MacInnis), CPO/COO at Rippling

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Lenny Rachitsky

31,687 views • 8 months ago

True Ventures Tony Conrad says Polsia's founder let Anthropic "run kind of crazy" and woke up to a $1.5 million bill. Now he's looking at Chinese open-source models: "We have a company, True, Polsia, and Ben's been really public about, he just let Anthropic run kind of crazy with Anthropic tokens, and he woke up and he had, like, a million-and-a-half-dollar bill." "He's like, no, no, that's not gonna work. I'm gonna go look at some of the Chinese models, open source models, and find the right balance." "We're in a really interesting moment where how do you find cheaper approaches to the tech stack that aren't just all Anthropic and OpenAI-driven. That's a very expensive Ferrari-type model." "They may be the best. I'm not gonna opine on that, but they may be the best. That might be worth it. But you might be able to do really great stuff with 95% of that." True Ventures Madeline Minshew

True Ventures Tony Conrad says Polsia's founder let Anthropic "run kind of crazy" and woke up to a $1.5 million bill. Now he's looking at Chinese open-source models: "We have a company, True, Polsia, and Ben's been really public about, he just let Anthropic run kind of crazy with Anthropic tokens, and he woke up and he had, like, a million-and-a-half-dollar bill." "He's like, no, no, that's not gonna work. I'm gonna go look at some of the Chinese models, open source models, and find the right balance." "We're in a really interesting moment where how do you find cheaper approaches to the tech stack that aren't just all Anthropic and OpenAI-driven. That's a very expensive Ferrari-type model." "They may be the best. I'm not gonna opine on that, but they may be the best. That might be worth it. But you might be able to do really great stuff with 95% of that." True Ventures Madeline Minshew

MTS

15,827 views • 12 days ago

SF Compute CEO evan conrad on his contrarian thesis that OpenAI and Anthropic won't eat the world, everyone will become OpenAI and Anthropic instead: "Our impression is not that OpenAI and Anthropic will eat the world, it's that everyone will look like OpenAI and Anthropic. That's simply the way that companies work now." "Every single company in the world that is of meaningful scale will look like a frontier lab. There is this belief that the large labs have won it all, and they've got this compounding advantage. The default assumption of that is assuming nobody else will do anything." "The bottleneck was there's 100 people, and they know how to train the models. Or you thought, the problem is compute. The problem of compute is credit. And OpenAI and Anthropic are not unique to having credit. In fact, they don't have as good credit as other people." "If you assume the problem is not the researchers, that that problem's basically gone away the moment you got to auto research, then what you should assume is that pretty much every other company is going to swap the way they work to look like a frontier lab. It won't be OpenAI and Anthropic take the whole world. It's that everyone's OpenAI and Anthropic now." San Francisco Compute

SF Compute CEO evan conrad on his contrarian thesis that OpenAI and Anthropic won't eat the world, everyone will become OpenAI and Anthropic instead: "Our impression is not that OpenAI and Anthropic will eat the world, it's that everyone will look like OpenAI and Anthropic. That's simply the way that companies work now." "Every single company in the world that is of meaningful scale will look like a frontier lab. There is this belief that the large labs have won it all, and they've got this compounding advantage. The default assumption of that is assuming nobody else will do anything." "The bottleneck was there's 100 people, and they know how to train the models. Or you thought, the problem is compute. The problem of compute is credit. And OpenAI and Anthropic are not unique to having credit. In fact, they don't have as good credit as other people." "If you assume the problem is not the researchers, that that problem's basically gone away the moment you got to auto research, then what you should assume is that pretty much every other company is going to swap the way they work to look like a frontier lab. It won't be OpenAI and Anthropic take the whole world. It's that everyone's OpenAI and Anthropic now." San Francisco Compute

MTS

133,799 views • 14 days ago