etn.
00:48:28 · Angela, James Foster, Sam, Kosta, Fabian
[00:48:28] S8: But, you quickly go outside of Silicon Valley, to other places in The US, to other places in Europe, and nobody's thinking about AI in the same way. So, I think, from a human perspective, it is still gonna take a while to spread. But we've got enough success cases to point to [00:48:44] S7: that it's moving a lot faster. [00:48:45] S1: Yeah. And then, I think final question. Where is enterprise adoption at today? If you could kind of like quantify where it is in terms of people using AI in terms of the most leveraged way that you could use AI. Where do you feel like it is? What is the huge opportunity there? I'd love to understand like where your brain's at in terms of the adoption. [00:49:07] S8: Oh my god. I think we are 1% of the way there. Yeah. Yeah. Like, you just look at how powerful personal agents are. What's the limit? All of us thinking of what to do with them. Right? And then the... In the work... In the workflow... In the workplace, it's it's even more that way. And I think in many cases, we are just using the same processes and then just doing those processes with AI. Yeah. I think the opportunity is if you're gonna start from scratch, how would you build that? And we're seeing it with de novo companies. Like, AI native companies in the same industries are built entirely differently. There's a lot of transformation to go on in large ones. [00:49:42] S1: Very exciting. Anish, thank you so much. [00:49:43] S0: We appreciate it. Absolute pleasure. Awesome. [00:49:46] S6: Thank you. Appreciate it.
00:49:46 · Fabian, Kosta, Sam, James Lowe, S5
[00:49:46] S6: Thank you. Appreciate it. [00:49:47] S0: It's all for fun, guys. Really appreciate it. Can I bring [00:49:49] S1: Anish to the show? And then we're here. [00:49:52] S0: And then we wrap. Thank you very much. See you soon. Thank you so much. We love to do it again. [00:49:56] S4: Of course. Legend. [00:49:57] S0: And I love the shoes. So cool. [00:50:19] S1: Great story. [00:50:19] S4: That's a story for the show. [00:50:21] S6: To see you. [00:50:22] S0: Here he is. How are we, sir? [00:50:23] S1: I love this jumper. [00:50:24] S0: Hey, dude. [00:50:25] S4: We're just in [00:50:25] S0: today. Style [00:50:26] S1: pod by the a16z team right now. Although we do have the we do have the AC. [00:50:31] S6: To be [00:50:32] S0: fair, yeah, we're actually starting but We're in the [00:50:34] S1: Yeah. Yeah. [00:50:34] S0: Dude, the timeline loved this. I've been telling everyone I threw a photo up last night. I woke up, and it has a 155,000 views. And everyone's everyone's lovely. Everyone's saying, where's Gabe, actually? So Gabe's fans. He's everywhere, man. [00:50:46] S1: Yeah. I'm sure he's on a plane somewhere. [00:50:51] S0: Percent. Five in the next trillion dollar founder. [00:50:53] S5: He's he's just got a printer in his backpack. He's printing the turbinates out one at a time.
00:50:53 · S5, Kosta, William Loveday Powell, Fabian
[00:50:53] S5: He's he's just got a printer in his backpack. He's printing the turbinates out one at a time. [00:50:57] S0: Yeah. Just... He's probably throwing them out the airplane at this point. Very good. Thank you so much for joining us, Anish. It's always a pleasure to sit down with you. I'd love to start by just asking, I would love to get your take on the market right now in general. Just and I'm not just talking about like capital markets. I'm just talking about consensus around AI. We're seeing the market is reacting to general things that are happening in the space. I think we saw rumors of maybe Anthropic slashing their valuation. Saw OpenAI cut their funding round. [00:51:26] S2: By [00:51:26] S0: 10 bill. By 10 bill. I'm seeing takes online around. Maybe this is a slight correction, but we are only 1% into the journey of what can possibly happen here or there. I'd love to get your thesis, just high level. Where do think things are at? [00:51:39] S5: Yeah, it's interesting to sort of frame this against what was happening five years ago, you know, because if the closer you look with this product cycle, the more substantial all of this stuff is. [00:51:48] S6: Mhmm.
00:51:48 · Fabian, S5, Sam
[00:51:48] S6: Mhmm. [00:51:48] S5: Whereas I think five years ago when you... You didn't wanna look too closely. You know? Right? It was like, we had specs. We had all of this sort of distortions that felt like they were transient. And here, actually, the sustainability and the sort of substantiality feels really, really high. So I think that there's gonna be this choppiness and noise, and I would not wanna have to be my job be, you know, predicting memory prices in three months. Like, I think that's really difficult. But, certainly, I think the trend that's occurring is irreversible. And there's actually two huge breakthroughs that have happened in the last few months that I think are under discussed. You know, one, of course, is everything that happened with agent swarms or, as Sam would prefer, agent teams. [00:52:24] S1: We have this written down a lot, mate. [00:52:26] S5: Yeah. I think that, like, there's a white hat version of that that's super interesting. What Michele sort of called another scaling law last night. And then the other thing is this paper that was released on Monday about having models edit the weights of other models Yes. Which gives you continuous learning opportunity. And it was released, and there was enthusiasm, and then it was criticized. But I think it's a bigger deal than people appreciated.
00:52:26 · S5, Kosta
[00:52:26] S5: Yeah. I think that, like, there's a white hat version of that that's super interesting. What Michele sort of called another scaling law last night. And then the other thing is this paper that was released on Monday about having models edit the weights of other models Yes. Which gives you continuous learning opportunity. And it was released, and there was enthusiasm, and then it was criticized. But I think it's a bigger deal than people appreciated. [00:52:49] S0: Let's talk about that. We Jacob Lauritzen on, the CTO of Legora. He did a post around how he basically one shotted an internal use case for them. It did, 800,000 views. This was off the back of the Spaceway programming paper that's published a couple days ago. Right. Is is it hype? Is it is it is it a new means in which we can scale this thing? Like, what what do we [00:53:07] S5: I I think so. The smartest people I've been talking to have been able to not just replicate, but extend it. Now, look, there may be some constraints, like, may be opposing ideas and models can't hold both of them in their head. Like, you can't be highly conscientious and highly open. Mhmm. Right? Because that sort of implies that the same weights are pointed in different directions, but you may be able to do things like get models that are able to have high entropy and non verifiable domains, beautiful art and prose, but then high precision and verifiable domains where they can also write great code and be mathematical. Yeah. And we've never been able to kind of, reconcile those trade offs before.
00:53:07 · S5, Sam, Kosta
[00:53:07] S5: I I think so. The smartest people I've been talking to have been able to not just replicate, but extend it. Now, look, there may be some constraints, like, may be opposing ideas and models can't hold both of them in their head. Like, you can't be highly conscientious and highly open. Mhmm. Right? Because that sort of implies that the same weights are pointed in different directions, but you may be able to do things like get models that are able to have high entropy and non verifiable domains, beautiful art and prose, but then high precision and verifiable domains where they can also write great code and be mathematical. Yeah. And we've never been able to kind of, reconcile those trade offs before. [00:53:40] S1: What happens then to, if you look at the whole stack in terms of frontier models, open weights, all of that kind of stuff, like where does that leave us in terms of the frontier? What does that mean for the kind of you know, who wins, I guess? Where is the value being accrued in that right? [00:53:58] S5: Mean, I don't think it's zero sum, right? The frontier, basically, we've got a somewhat, you know, maybe a duopoly, though there's a few other, obviously, sort of Google's been growing in fits and starts, and SpaceX, I think, is actually more recently relevant. But they've maintained pricing power for their Frontier models. Right? And in fact, Mythos, the the legendary Mythos, the too dangerous to release model [00:54:17] S0: Europeans hate Mythos.