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Whop CEO Steven Schwartz 🦅 breaks down micro1's data labeling business: "There are so many ways that people can earn income on the internet today, and it's only going to get crazier and crazier." "[micro1] partners with AI labs to provide access to prerecorded videos and situations that the...

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47,898 views • 10 months ago •via X (Twitter)

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Today I’m excited to introduce micro1 Intelligence, the world’s most advanced platform for training frontier AI models. Achieving AGI is bottlenecked by one main thing: high-quality data. Data based on real-world environments that capture human expert workflows, complex decision-making, and reward signals models need to learn. With micro1 Intelligence, frontier labs can train on RL environments across every subject matter all in one place.
1:33

Today I’m excited to introduce micro1 Intelligence, the world’s most advanced platform for training frontier AI models. Achieving AGI is bottlenecked by one main thing: high-quality data. Data based on real-world environments that capture human expert workflows, complex decision-making, and reward signals models need to learn. With micro1 Intelligence, frontier labs can train on RL environments across every subject matter all in one place.

Ali Ansari

333,257 views • 10 months ago

Olam Labs CEO sensho says the only two bottlenecks left to AGI and ASI are compute and data. "For AGI and ASI to come there are only two bottlenecks right now. We have no bottleneck with architecture or agents. It's data and compute." "Compute is the biggest bottleneck." "We're gonna have 10x more compute coming online in the next two years. If you're scaling law-pilled and if you're -pilled in all the ways that these AI labs are, then data is the actual bottleneck."
1:03

Olam Labs CEO sensho says the only two bottlenecks left to AGI and ASI are compute and data. "For AGI and ASI to come there are only two bottlenecks right now. We have no bottleneck with architecture or agents. It's data and compute." "Compute is the biggest bottleneck." "We're gonna have 10x more compute coming online in the next two years. If you're scaling law-pilled and if you're -pilled in all the ways that these AI labs are, then data is the actual bottleneck."

TBPN

44,462 views • 1 month ago

General Intuition CEO Pim de Witte, who's building foundation models trained on video game controller input data ("action-labeled gameplay clips"), says general intelligence won't "taste like an LLM": "We have a scale of data that's going to allow us to jump to the frontier in one capability — which is any system that can be controlled with a game controller (which is most robots) — and then, you can use that to create a sufficiently general intelligence." "As humans, the decision to talk or type is a very, very small subset of the actions that we can actually take." "So in order to create a sufficiently general intelligence to play 10,000+ video games, the model has to be able to predict across the entire action space of human cognition when they're interacting with these environments. Which are 2D and 3D environments, interfaces, long-horizon tasks, short-horizon tasks, [etc.]." "It has to be a sufficiently general intelligence in order to predict actions. Therefore, the type of model you get out is not going to taste like an LLM. This model is going to be incredibly good at navigating unforeseen environments. It's going to be incredibly good at zero-shotting any task that can be done with a game controller."
1:53

General Intuition CEO Pim de Witte, who's building foundation models trained on video game controller input data ("action-labeled gameplay clips"), says general intelligence won't "taste like an LLM": "We have a scale of data that's going to allow us to jump to the frontier in one capability — which is any system that can be controlled with a game controller (which is most robots) — and then, you can use that to create a sufficiently general intelligence." "As humans, the decision to talk or type is a very, very small subset of the actions that we can actually take." "So in order to create a sufficiently general intelligence to play 10,000+ video games, the model has to be able to predict across the entire action space of human cognition when they're interacting with these environments. Which are 2D and 3D environments, interfaces, long-horizon tasks, short-horizon tasks, [etc.]." "It has to be a sufficiently general intelligence in order to predict actions. Therefore, the type of model you get out is not going to taste like an LLM. This model is going to be incredibly good at navigating unforeseen environments. It's going to be incredibly good at zero-shotting any task that can be done with a game controller."

TBPN

80,975 views • 3 months ago

Design used to have a ton of variation until the iPhone came out, says Figma CEO Dylan Field. After that, Skeuomorphism and Swiss minimalism became the standard everyone copied. Dylan says that now, AI is causing the pendulum to swing back: "We can go into such interesting places, and try so many interesting patterns in the UX side, too. It's not just UI and the visuals. It's also the structure, the IA, the way that people navigate through these things. And I think there's innovation that's going to be flourishing on all of it." "People are going to try things we haven't seen in a while, and things people haven't seen, ever. Because that's what it's going to take to stand out now."
2:05

Design used to have a ton of variation until the iPhone came out, says Figma CEO Dylan Field. After that, Skeuomorphism and Swiss minimalism became the standard everyone copied. Dylan says that now, AI is causing the pendulum to swing back: "We can go into such interesting places, and try so many interesting patterns in the UX side, too. It's not just UI and the visuals. It's also the structure, the IA, the way that people navigate through these things. And I think there's innovation that's going to be flourishing on all of it." "People are going to try things we haven't seen in a while, and things people haven't seen, ever. Because that's what it's going to take to stand out now."

TBPN

66,929 views • 7 months ago

The future of AI belongs to the humans behind it. There’s a common fear that as AI gets better, people get pushed out of the picture. We believe the opposite is happening. AI is creating entirely new categories of work, and an entirely new economy around the people whose knowledge, judgment, and experience are helping these systems improve. Today, tens of thousands of experts are actively contributing to AI training projects through micro1. Over time, we believe this will grow to tens of millions+. And if humans are going to play such a critical role in building the future of AI, the companies they work with should raise the standard for how they’re supported. Today, I’m proud to announce the micro1 Expert Support Program. We’re building a new set of protections, resources, and support for our expert community, starting with: -Expert Bill of Rights: a clear set of commitments outlining what experts can expect when working with micro1. -Rest Credits: paid time away from projects when experts need or want a break. -Expert Emergency Fund: financial support for experts facing emergencies. -Mental Health & Coaching: new resources to support expert wellbeing and growth. -Confidential Support Line: a confidential way to ask questions, seek support, or raise concerns related to pipelines. Within the next two weeks, every expert currently active with micro1 will receive an email with the full program details and launch dates. AI is going to keep getting more capable. The opportunity in front of us is to make sure the people helping build it benefit from that progress too.
1:00

The future of AI belongs to the humans behind it. There’s a common fear that as AI gets better, people get pushed out of the picture. We believe the opposite is happening. AI is creating entirely new categories of work, and an entirely new economy around the people whose knowledge, judgment, and experience are helping these systems improve. Today, tens of thousands of experts are actively contributing to AI training projects through micro1. Over time, we believe this will grow to tens of millions+. And if humans are going to play such a critical role in building the future of AI, the companies they work with should raise the standard for how they’re supported. Today, I’m proud to announce the micro1 Expert Support Program. We’re building a new set of protections, resources, and support for our expert community, starting with: -Expert Bill of Rights: a clear set of commitments outlining what experts can expect when working with micro1. -Rest Credits: paid time away from projects when experts need or want a break. -Expert Emergency Fund: financial support for experts facing emergencies. -Mental Health & Coaching: new resources to support expert wellbeing and growth. -Confidential Support Line: a confidential way to ask questions, seek support, or raise concerns related to pipelines. Within the next two weeks, every expert currently active with micro1 will receive an email with the full program details and launch dates. AI is going to keep getting more capable. The opportunity in front of us is to make sure the people helping build it benefit from that progress too.

Ali Ansari

147,712 views • 1 month ago

#1 Elon Musk says the mission of Twitter 2.0 is to be the most reliable source of information and to provide citizens with a way to control the narrative: "The goal is to have Twitter be the best source of truth, the most timely and accurate source of truth, even if the truth is something we don't want to hear or unpleasant. Not just is something true or not, but what is the narrative. Most people don't appreciate that the media controls the narrative, so there are many things that could be talked about in the world, but only a few things can fit on the front page. But Twitter doesn't have a limitation like that, so the public can control the narrative, and the public can inform themselves as to what the narrative should be. That's a really big deal. It's a forum for citizen journalism or for the public to get together and communicate in a way that was never possible before so you can really know what's going on."
1:08

#1 Elon Musk says the mission of Twitter 2.0 is to be the most reliable source of information and to provide citizens with a way to control the narrative: "The goal is to have Twitter be the best source of truth, the most timely and accurate source of truth, even if the truth is something we don't want to hear or unpleasant. Not just is something true or not, but what is the narrative. Most people don't appreciate that the media controls the narrative, so there are many things that could be talked about in the world, but only a few things can fit on the front page. But Twitter doesn't have a limitation like that, so the public can control the narrative, and the public can inform themselves as to what the narrative should be. That's a really big deal. It's a forum for citizen journalism or for the public to get together and communicate in a way that was never possible before so you can really know what's going on."

KanekoaTheGreat

1,650,104 views • 3 years ago

We asked Steven Schwartz 🦅 to break down how works. "It's a marketplace for creators to sell digital products." "Clipping is the fastest way to earn. Lots of payout go to high school students who are good at videos." "Clips and UGC content will be the future if you want to
0:59

We asked Steven Schwartz 🦅 to break down how works. "It's a marketplace for creators to sell digital products." "Clipping is the fastest way to earn. Lots of payout go to high school students who are good at videos." "Clips and UGC content will be the future if you want to

TBPN

18,486 views • 1 year ago

Etched CEO Gavin Uberti: "People don't realize how big of a market inference is going to be." "Right now, only a couple million people have access to the frontier models, and those are going to have to get deployed to 8 billion people across the globe. And that's not even counting AI agents that exist already, and will exist in the future." "There need to be way, way more tokens produced, and that requires much bigger assembly lines, many more factories, and some new technology."
0:46

Etched CEO Gavin Uberti: "People don't realize how big of a market inference is going to be." "Right now, only a couple million people have access to the frontier models, and those are going to have to get deployed to 8 billion people across the globe. And that's not even counting AI agents that exist already, and will exist in the future." "There need to be way, way more tokens produced, and that requires much bigger assembly lines, many more factories, and some new technology."

TBPN

63,607 views • 3 months ago

Khosla Ventures' Keith Rabois explains how a mere blip in the Anthropic or OpenAI IPOs would be catastrophic for the venture-funded AI ecosystem: "The most devastating thing to the frothy hype, traction, and funding of AI from VCs would be if Anthropic or OpenAI has a blip in their IPOs." "Do they have to show metrics over the next month to first few quarters that cause people to value either company less than the current belief that they will trade in the trillions? They could have a miss on revenue traction, a miss on margins, something like that." "That would be catastrophic. It would immediately reset virtually all the valuations in the AI world. And probably deprive half the companies that are raising money from access to capital." "I'm not saying that is going to happen, or is likely. And I think if they miss, it would be more on the margin side than on the revenue side." "But if they do, everybody is predicating their new investments in dollars on the idea that you can build a trillion-dollar company within the lifecycle of a venture fund. There are 2 examples, currently, and there are several companies that people believe have the potential to get there." "If that changes, and you cannot predict that more trillion-dollar companies can be created, then the valuations that people are investing at, and the dollars that are being invested, do not make that much sense."
2:36

Khosla Ventures' Keith Rabois explains how a mere blip in the Anthropic or OpenAI IPOs would be catastrophic for the venture-funded AI ecosystem: "The most devastating thing to the frothy hype, traction, and funding of AI from VCs would be if Anthropic or OpenAI has a blip in their IPOs." "Do they have to show metrics over the next month to first few quarters that cause people to value either company less than the current belief that they will trade in the trillions? They could have a miss on revenue traction, a miss on margins, something like that." "That would be catastrophic. It would immediately reset virtually all the valuations in the AI world. And probably deprive half the companies that are raising money from access to capital." "I'm not saying that is going to happen, or is likely. And I think if they miss, it would be more on the margin side than on the revenue side." "But if they do, everybody is predicating their new investments in dollars on the idea that you can build a trillion-dollar company within the lifecycle of a venture fund. There are 2 examples, currently, and there are several companies that people believe have the potential to get there." "If that changes, and you cannot predict that more trillion-dollar companies can be created, then the valuations that people are investing at, and the dollars that are being invested, do not make that much sense."

TBPN

78,950 views • 1 month ago

Where are DeepSeek and other Chinese AI firms going to be getting their chips over the next 5 years? Jordan Schneider says that without Nvidia hardware, they're just not going to be able to keep up. "There's this ratio between the US semi ecosystem and the China semi ecosystem. The capacity is like 15:1. "And you can project that out pretty clearly, doing some math around how much capex is being spent, how much equipment is being acquired, yield rates, etc." "So where is [DeepSeek founder Liang Wenfeng] going to get the chips? He's probably going to get as much Nvidia as he can get." "But the larger takeaway with the Chinese and Western ecosystems is that the Western one is way better capitalized and has way more straightforward access to chips, which is basically an order of magnitude better over at least the next 5 years." "So it's going to be rough sledding for Chinese firms." "The Chinese AI IPOs are making like, $500M. Or like $1B. And it's cute. But it's not $3 trillion. Or even $10B. And the reason that's the case is that they're not on the frontier — so they can't charge a premium — and they're compute-constrained." "If all the firms have is access to Chinese chips, it's going to be really difficult to make a lot of money, and keep paying for more chips, in the way that the Western labs have been able to mobilize the entire global financial system."
2:28

Where are DeepSeek and other Chinese AI firms going to be getting their chips over the next 5 years? Jordan Schneider says that without Nvidia hardware, they're just not going to be able to keep up. "There's this ratio between the US semi ecosystem and the China semi ecosystem. The capacity is like 15:1. "And you can project that out pretty clearly, doing some math around how much capex is being spent, how much equipment is being acquired, yield rates, etc." "So where is [DeepSeek founder Liang Wenfeng] going to get the chips? He's probably going to get as much Nvidia as he can get." "But the larger takeaway with the Chinese and Western ecosystems is that the Western one is way better capitalized and has way more straightforward access to chips, which is basically an order of magnitude better over at least the next 5 years." "So it's going to be rough sledding for Chinese firms." "The Chinese AI IPOs are making like, $500M. Or like $1B. And it's cute. But it's not $3 trillion. Or even $10B. And the reason that's the case is that they're not on the frontier — so they can't charge a premium — and they're compute-constrained." "If all the firms have is access to Chinese chips, it's going to be really difficult to make a lot of money, and keep paying for more chips, in the way that the Western labs have been able to mobilize the entire global financial system."

TBPN

52,507 views • 1 month ago

Sequoia's Ravi Gupta and Pat Grady on potential layoffs and why the AI doomers are wrong: "Technology is neither good nor bad, it's what we do with it. The same technology that powers a nuclear bomb can power a nuclear power plant." "A lot of what people are doing when they go and talk about the technology is they talk about all the things that might happen. I would rather us talk about the fact that it's going to get more and more powerful, and it's more and more incumbent on all of us to make sure we use it for something great." "If I could give my kids one thing, it wouldn't be kindness. It wouldn't be curiosity. It would be agency. The technology is going to be what all of us make of it."
2:04

Sequoia's Ravi Gupta and Pat Grady on potential layoffs and why the AI doomers are wrong: "Technology is neither good nor bad, it's what we do with it. The same technology that powers a nuclear bomb can power a nuclear power plant." "A lot of what people are doing when they go and talk about the technology is they talk about all the things that might happen. I would rather us talk about the fact that it's going to get more and more powerful, and it's more and more incumbent on all of us to make sure we use it for something great." "If I could give my kids one thing, it wouldn't be kindness. It wouldn't be curiosity. It would be agency. The technology is going to be what all of us make of it."

TBPN

21,055 views • 9 months ago

"The left won, and they don't even appreciate it. The world's first trillionaire has done more to solve environmental problems than everyone else on Earth combined." Gavin Baker: "This is a 'Bond villain' who's decarbonizing the world (last time I checked, people on the left like the environment), connecting people, schools, and hospitals in low-income countries to the internet at very low cost, and helping blind people see and interact with the world today. That's a villain?" "And there are so many parts to the $SPCX story. All of the blue-collar workers who've gotten super wealthy. If you're opposed to data centers on Earth, because of the environment? Well, SpaceX is your solution."
1:15

"The left won, and they don't even appreciate it. The world's first trillionaire has done more to solve environmental problems than everyone else on Earth combined." Gavin Baker: "This is a 'Bond villain' who's decarbonizing the world (last time I checked, people on the left like the environment), connecting people, schools, and hospitals in low-income countries to the internet at very low cost, and helping blind people see and interact with the world today. That's a villain?" "And there are so many parts to the $SPCX story. All of the blue-collar workers who've gotten super wealthy. If you're opposed to data centers on Earth, because of the environment? Well, SpaceX is your solution."

TBPN

85,718 views • 3 months ago

🚨 Chamath explains Grok 4's breakthrough and how Elon leapfrogged the competition in AI: Elon Musk and the team at xAI understood "The Bitter Lesson" by Richard Sutton Chamath Palihapitiya: "(The Bitter Lesson) basically says in a nutshell, that you're always better off, when you're trying to solve an AI problem, taking a general learning approach that can scale with computation. Because it ultimately proves to be the most effective." "The alternative would be something that's much more human labored and human involved that requires human knowledge." "So the first method, what it essentially allows you to do is view any problem as an endless, scalable search or learning task." "As it's turned out, whether it's chess, or Go, or speech recognition, or computer vision, whenever there was two competing approaches, one that used general computation and one that used human knowledge, the general computation problem always won." " And so it creates this bitter lesson for humans that want to think that we are at the center of all of this critical learning and all of these leaps, and what these results show is a general computational approach that doesn't require as much human labeling can actually get to the answer and better answers faster."
3:57

🚨 Chamath explains Grok 4's breakthrough and how Elon leapfrogged the competition in AI: Elon Musk and the team at xAI understood "The Bitter Lesson" by Richard Sutton Chamath Palihapitiya: "(The Bitter Lesson) basically says in a nutshell, that you're always better off, when you're trying to solve an AI problem, taking a general learning approach that can scale with computation. Because it ultimately proves to be the most effective." "The alternative would be something that's much more human labored and human involved that requires human knowledge." "So the first method, what it essentially allows you to do is view any problem as an endless, scalable search or learning task." "As it's turned out, whether it's chess, or Go, or speech recognition, or computer vision, whenever there was two competing approaches, one that used general computation and one that used human knowledge, the general computation problem always won." " And so it creates this bitter lesson for humans that want to think that we are at the center of all of this critical learning and all of these leaps, and what these results show is a general computational approach that doesn't require as much human labeling can actually get to the answer and better answers faster."

The All-In Podcast

597,321 views • 1 year ago

Cognition founder and 3x Olympiad gold medalist Scott Wu on the Navier-Stokes solution: "It's actually insane...guys, we just solved Navier-Stokes with AI. That is absurd. And I don't think it's going to stop." "All of this stuff is just going to get done. It's hard to put into words if you're not familiar with the scale of it. But Navier-Stokes is a very fundamental problem about fluid dynamics and such. It's been around forever, basically. And lots of people have sunk lots and lots of time into it." "The fact that this can even just be done in like a week — it's insane."
2:06

Cognition founder and 3x Olympiad gold medalist Scott Wu on the Navier-Stokes solution: "It's actually insane...guys, we just solved Navier-Stokes with AI. That is absurd. And I don't think it's going to stop." "All of this stuff is just going to get done. It's hard to put into words if you're not familiar with the scale of it. But Navier-Stokes is a very fundamental problem about fluid dynamics and such. It's been around forever, basically. And lots of people have sunk lots and lots of time into it." "The fact that this can even just be done in like a week — it's insane."

TBPN

103,416 views • 1 month ago

Nuclear power plant operators carry mutual insurance, meaning they're effectively on the hook for one another and have an incentive to police each other's safety. AIUC CEO Rune Kvist argues AI labs could adopt a similar model. "How do you deal with the fact that there are very few [insurable] events? How do you deal with all the uncertainty? There's a bunch of tooling you can pull from. You won't get super precise answers, just like you wouldn't for the very first nuclear power plant." "That's another reason why you want to use the existing labs' own balance sheets, because they already have exposure." "It's going to take a while until AIG would put up $10T here. But the labs already have their full market cap on the line." "So can you take that and put it into an insurer so you get the benefits of a formal watchdog who has an incentive to bring the risk down and tell the truth about what's actually going on, and have the quantitative tools, but you don't have to stand up $10T of balance sheet overnight." "I think that's the most promising way to get started in the spirit of how nuclear is governed by the market today."
1:23

Nuclear power plant operators carry mutual insurance, meaning they're effectively on the hook for one another and have an incentive to police each other's safety. AIUC CEO Rune Kvist argues AI labs could adopt a similar model. "How do you deal with the fact that there are very few [insurable] events? How do you deal with all the uncertainty? There's a bunch of tooling you can pull from. You won't get super precise answers, just like you wouldn't for the very first nuclear power plant." "That's another reason why you want to use the existing labs' own balance sheets, because they already have exposure." "It's going to take a while until AIG would put up $10T here. But the labs already have their full market cap on the line." "So can you take that and put it into an insurer so you get the benefits of a formal watchdog who has an incentive to bring the risk down and tell the truth about what's actually going on, and have the quantitative tools, but you don't have to stand up $10T of balance sheet overnight." "I think that's the most promising way to get started in the spirit of how nuclear is governed by the market today."

TBPN

21,501 views • 24 days ago

Sequoia's Carl Eschenbach on the founder traits that matter most when scaling a company: "One of the things I absolutely look for is self-awareness in founders, and are they honest about what they’re good at? Because a lot of these founders are just incredibly intelligent human beings, and sometimes they think they can do everything. Do they have the self-awareness to say, 'I need to go get other people as part of the company to help me scale so I can focus on what I’m really good at?'" "There are attributes and characteristics of people that I look for that are way beyond the intelligence side of the equation. You can’t teach grit. You can’t teach drive. You can’t teach a great attitude. You can’t teach determination." "All of those are things that are innate and part of people, and you want to see that in these founders. When you find someone who has that passion, drive, desire, and relentless ability to fight through challenges, issues, and opportunities — and then they have the intellectual horsepower on the other side — when that comes together, that’s a beautiful thing."
1:43

Sequoia's Carl Eschenbach on the founder traits that matter most when scaling a company: "One of the things I absolutely look for is self-awareness in founders, and are they honest about what they’re good at? Because a lot of these founders are just incredibly intelligent human beings, and sometimes they think they can do everything. Do they have the self-awareness to say, 'I need to go get other people as part of the company to help me scale so I can focus on what I’m really good at?'" "There are attributes and characteristics of people that I look for that are way beyond the intelligence side of the equation. You can’t teach grit. You can’t teach drive. You can’t teach a great attitude. You can’t teach determination." "All of those are things that are innate and part of people, and you want to see that in these founders. When you find someone who has that passion, drive, desire, and relentless ability to fight through challenges, issues, and opportunities — and then they have the intellectual horsepower on the other side — when that comes together, that’s a beautiful thing."

TBPN

15,950 views • 6 months ago

Binance CEO CZ 🔶 BNB says the crypto industry is too transparent: "I think right now the crypto industry is too transparent. It's actually extremely easy to track crypto funds. The blockchain is a public ledger. If you couple that with a few centralized exchanges, KYC information, you can track most of the transactions pretty accurately. So I think right now there's a lack of preserving of privacy." "For example, if your company pays everybody in crypto and if you get one payment today on the blockchain, you can just trace to the address that paid you and see how many addresses that address paid in the last week, then you can figure out everybody's salary. That's a privacy issue." "Another example, if you pay for a hotel [in crypto], then people will know that you're going to stay at that hotel, which for some people may create security issues. So there's little problems like those that are not solved yet."
1:31

Binance CEO CZ 🔶 BNB says the crypto industry is too transparent: "I think right now the crypto industry is too transparent. It's actually extremely easy to track crypto funds. The blockchain is a public ledger. If you couple that with a few centralized exchanges, KYC information, you can track most of the transactions pretty accurately. So I think right now there's a lack of preserving of privacy." "For example, if your company pays everybody in crypto and if you get one payment today on the blockchain, you can just trace to the address that paid you and see how many addresses that address paid in the last week, then you can figure out everybody's salary. That's a privacy issue." "Another example, if you pay for a hotel [in crypto], then people will know that you're going to stay at that hotel, which for some people may create security issues. So there's little problems like those that are not solved yet."

TBPN

495,210 views • 6 months ago

"How can they tell me not to wear a condom?" Palantir CEO Alex Karp says the reason AI labs supplement the cost of tokens is to steal your alpha: "The reason tokens are discounted is not so they can grow the market. They're discounted so that they can get access to your IP so that their models get better. And there was functionally no honest conversation about this or disclosure." "Our partners are livid. The kind of safety they're most upset about is what they believe is the theft of their alpha." Via CNBC
1:39

"How can they tell me not to wear a condom?" Palantir CEO Alex Karp says the reason AI labs supplement the cost of tokens is to steal your alpha: "The reason tokens are discounted is not so they can grow the market. They're discounted so that they can get access to your IP so that their models get better. And there was functionally no honest conversation about this or disclosure." "Our partners are livid. The kind of safety they're most upset about is what they believe is the theft of their alpha." Via CNBC

Jawwwn

434,086 views • 23 days ago

.John Coogan says the recent reporting on Meta's 'tokenmaxxing' is less of a sign of bad incentives at the company, and more of a tell about its potential strategy for more vertical integration: "I think it makes clearer the strategy with MSL. Because it's clear that they're spending hundreds of millions of dollars on this, just for internal code-gen tooling — like, running their business." "They are going to spend an inordinate amount of money on frontier inference, and so [by] training a model there, they will be able to amortize the training cost of the next model they build not just over, 'Can they get a product out that goes viral and becomes its own standalone chat app that people pay for.'" "Just on the internal usage, they could be running a multi-billion-dollar token bill that they would have to pay another lab. And so if they develop that internally, it's pure vertical integration." "And then you also have everything that's happening on the actual ad targeting and content delivery side..." "The big question has been like, 'Is Meta going to be able to launch an entirely new AI product like Vibes or something like that?'" "And this is a data point that, to me, says they don't need to. Because just from a pure vertical integration [perspective], the investment in MSL can pencil out."
1:29

.John Coogan says the recent reporting on Meta's 'tokenmaxxing' is less of a sign of bad incentives at the company, and more of a tell about its potential strategy for more vertical integration: "I think it makes clearer the strategy with MSL. Because it's clear that they're spending hundreds of millions of dollars on this, just for internal code-gen tooling — like, running their business." "They are going to spend an inordinate amount of money on frontier inference, and so [by] training a model there, they will be able to amortize the training cost of the next model they build not just over, 'Can they get a product out that goes viral and becomes its own standalone chat app that people pay for.'" "Just on the internal usage, they could be running a multi-billion-dollar token bill that they would have to pay another lab. And so if they develop that internally, it's pure vertical integration." "And then you also have everything that's happening on the actual ad targeting and content delivery side..." "The big question has been like, 'Is Meta going to be able to launch an entirely new AI product like Vibes or something like that?'" "And this is a data point that, to me, says they don't need to. Because just from a pure vertical integration [perspective], the investment in MSL can pencil out."

TBPN

32,654 views • 6 months ago