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When powerful open-source models are accessible to all, differentiation shifts from the technology you choose to the expertise you build into them. Konstantine Buhler Buhler, Partner at Sequoia Capital, joins Kari Briski, VP of Generative AI Software for Enterprise at NVIDIA, to unpack how the agent economy transforms work...

11,938 просмотров • 7 месяцев назад •via X (Twitter)

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Jack Dorsey says the real danger isn't open source AI, it's five CEOS deciding what the world is allowed to build with AI. "These AI companies are building platforms and they're all incentivized around their own particular models. You have to ask them for permission, you have rate limits, and you have all these things. Even what the models spit back are constrained." "What are the technologies where you don't need permission from a company, from a CEO, to work on what you want, to build what you want, to build a business around that? Those are the things that are durable. That's why these open protocols are significant and important." "It limits the potential of really great ideas bringing humanity forward because it's a decision of a group of CEOs that think they know best. They may know best for their company, but they don't know the best for the creativity of the world and what people actually want to do with it." "Fortunately, there's a great movement in open source AI, and DeepSeek was an important moment in this space for exactly that reason to show a different path and to provide something that is not only competitive but better than the models that the corporations are putting out there." "We should not be reliant upon five companies telling us that they know best, and there should not be open source because it's dangerous. No, we should have these things in the open and race towards solutions that stay ahead of all the dangers." PS. If you found value in this post make sure to like and repost this tweet + follow Uncover AI to stay updated with the latest AI news. See you in the next one:

Uncover AI

36,393 просмотров • 16 дней назад

BREAKING: Naveen Rao (Naveen Rao) CEO & Co-Founder of Unconventional AI on Brain-Inspired AI Chips ICYMI Rao Founded: - Nervana, acq. by Intel for $400M+ - MosaicML, acq. by Databricks for $1.3B (fmr Chief AI Officer, Databricks) Unconventional AI raised $475M Seed at $4.5B valuation to build biology-scale efficiency to artificial intelligence. Recorded & hosted Jan 20th in Palo Alto by Playground Global's (Playground Global) General Partner Peter Barrett, this Sourcery discussion features: - Naveen Rao, CEO & Co-Founder (Unconventional AI) - Konstantine Buhler (Konstantine Buhler), Partner at Sequoia Capital & Early Investor - Molly O’Shea, Sourcery (Moderator) Rao's 'Un-Seed' financing round was co-led by a16z & Lightspeed Venture Partners, w/ participation from Sequoia Capital, Lux Capital, DCVC, Databricks, Jeff Bezos, & more (Rao invested $10M of his own at the same terms) Highlights: 00:00 Introduction to Unconventional AI 01:01 Playground 02:57 The Future of Computation and Moore's Law 04:38 The Evolution of AI and Computation 05:59 Naveen's Journey: From Nervana, Mosaic ML, Databricks, to Unconventional AI 07:33 The AI Supercycle 12:31 Layers of the AI Stack 15:31 Conviction in Unconventional AI 31:01 Building a Team 36:01 Understanding the Scale of the Problem 37:11 Capital vs. Power Bottleneck 38:37 Founder Principles 41:33 Sequoia Investing Principles 45:00 Circular AI Deals and Market Dynamics 46:33 Professional Race Car Driving 50:58 Q&A Session: joules/token, neuromorphic, recurrence 01:08:33 Final Thoughts

Molly O’Shea

142,359 просмотров • 5 месяцев назад