01:16:50 · Jordi Hays, John Coogan, Rahul Sonwalkar
[01:16:50] S2: Oh, you want me in the round? Which round? [01:16:52] S1: Which one? Am I in the trunch? We'll figure it out. Yes. Can you get me up to speed on the latest and greatest in Thinking Machines world? Sort of a quiet company. There's a leak that it sounds like they're they're closing around 5,000,000,000 at 40, incredibly impressive. Some of the open source models have been really good. I heard that they're the biggest partner to to Reality's fund, believe. Is that right? But it seems like there's some traction there. You have some data. What's the latest in TML world? [01:17:24] S6: Yeah. So we actually... What's interesting is that they released InkLink too small yesterday [01:17:29] S1: Yeah. [01:17:29] S6: Which is the same day we released our evals. Yep. And so our evals weren't public when they trained this model. [01:17:36] S1: Interesting. [01:17:37] S6: And when we ran their model on our eval, we found that it's actually the best American open source model Yeah. And second best open source model overall [01:17:47] S1: Yeah. [01:17:48] S6: After Kimi. And so that's really, really impressive. Yeah. Especially if you see the leap from Inclink one to Inclink two Yeah. In a matter of months, that's really impressive. I think things are really really starting to work there. And especially if they're working with Reality's fund [01:18:08] S1: Yeah.
01:18:08 · John Coogan, Rahul Sonwalkar
[01:18:08] S1: Yeah. [01:18:09] S6: I can see why understanding how good their models are at finance Sure. Is important. And also, it's open source. So that doesn't mean that this is just how good Eagling Too Small is gonna be. You can actually both train it to be even better. [01:18:23] S1: Yeah. And a lot of financial institutions might want to have data sovereignty. They might already already... They might already have their own infrastructure in many cases. And so it's interesting that you're seeing like the bleed over of whatever they're doing with their very secretive financial partners that they don't talk about. It's sort of leaking in their open source models which is great because then that's something that everyone can benefit from and it also serves as top of funnel. Exactly. To It's see. Well Exactly. I mean Yeah. Please. No. No. [01:18:54] S6: I was gonna say, you know, especially with American open source models, I think that ecosystem really needs to catch up. Yeah. And it's so impressive to see that it's even better than Nemotron from NVIDIA. Yeah. Because that gives institutions, even government agencies, and private companies more conviction that they can actually both train these models and and not... Yeah.
01:18:54 · Rahul Sonwalkar, Jordi Hays, John Coogan, Max Siegelman
[01:18:54] S6: I was gonna say, you know, especially with American open source models, I think that ecosystem really needs to catch up. Yeah. And it's so impressive to see that it's even better than Nemotron from NVIDIA. Yeah. Because that gives institutions, even government agencies, and private companies more conviction that they can actually both train these models and and not... Yeah. [01:19:16] S2: Since it's impressive because you assume that that, like distillation isn't like the the the main sort of like advantage Yeah. Of of of a team. Right? Just because obviously NVIDIA and Thinking Machines are going have way more scrutiny around how they're actually creating these models. Impressive. Major white bill. Major white I like it. Well, thank you so much for calling.... These days. [01:19:42] S1: We need it [01:19:43] S2: When you see one, grab a glass of water Yeah. Take the white Yeah. Hey. [01:19:47] S1: Have a great rest Good your [01:19:48] S2: to see dude. [01:19:48] S1: Have a great weekend. Talk to you soon, Rahul. Goodbye. Cheers. Let me tell you about CrowdStrike. Crowd... Your business is AI, their business is securing it. CrowdStrike secures AI and stops breaches. Here he is. We have our first in person guest. What's up? How you doing? Welcome to the show. [01:20:03] S2: Look at us. We're we're kind of twins right [01:20:04] S1: now. You guys are Stable. Okay. Introduce yourself for everyone. [01:20:11] S5: How's it going, Gus? I'm Max Siegelman, founder of Siegelman Stable. [01:20:14] S1: Yeah. [01:20:15] S5: Thank you for having me.
01:20:15 · Max Siegelman, Keller Cliffton, John Coogan, Jordi Hays, Praveer Melwani
[01:20:15] S5: Thank you for having me. [01:20:16] S3: It's great [01:20:16] S1: business for us. [01:20:17] S5: Look at you. These hats, you look good. I like... [01:20:19] S2: There we go. [01:20:20] S4: Yeah. There we go. [01:20:20] S1: Actually, this is fantastic. [01:20:22] S5: The business. Yeah. We're a contemporary luxury fashion brand Mhmm. Based in New York. Yeah. Started in 2020 by accident. Okay. I was doing creative consulting and marketing for some athletes and music artists. Yeah. I was also head of social media and cultural relevance for Out Front Media. [01:20:38] S1: Oh, yeah. [01:20:39] S5: Billboard on the desk. Love to see it. [01:20:40] S1: Yeah. Yeah. Yeah. Yeah. [01:20:41] S5: That's not a home. Yeah. And then in the pandemic, started making hats and sweatshirts with my dad's racing stable logo. He trained racehorses Yep. His entire life. He also used his racehorses for equine therapy programs for [01:20:52] S2: Amazing. [01:20:52] S5: Special needs kids, veterans with PTSD, interested youth programs, invested $300, made some hats and sweatshirts Mhmm. Gave it to family and friends. [01:21:00] S2: Yeah. Like the the the some of the friends... Well, that was the part. Yeah. [01:21:05] S5: Some of those well, the the first run was like real family and friends. Yeah. [01:21:10] S1: And then [01:21:10] S5: I started posting them and some of the friends you're alluding to [01:21:13] S4: Yeah. [01:21:13] S5: Were hip hop artists [01:21:15] S1: Sure. [01:21:15] S5: NBA guys and all of that. [01:21:17] S2: Yeah.
01:21:17 · Jordi Hays, Max Siegelman, John Coogan, Keller Cliffton
[01:21:17] S2: Yeah. [01:21:17] S5: And so I did another 300 run and that's when it started to get interesting. [01:21:22] S2: Yeah. You're on the show you're on the show obviously because in in part because we've had horses have been a big part of our show. [01:21:30] S5: Almost took their... The first thing I saw when I walked in was a harness racing picture in in the room. [01:21:36] S1: Yeah. And then [01:21:36] S5: in the bathroom, there's another one. Yeah. I've never have I ever seen this anywhere I walk in [01:21:40] S3: that's in my house. We love [01:21:42] S2: horses. Yeah. We... You know, I... John doesn't have any daughters, but I but I say, you know, if your daughter's not a horse girl by five, you failed Yeah. As a father. [01:21:51] S5: Or or you're lucky. [01:21:52] S1: Yeah. Or or you're lucky. Also my sons are way too big to be jockeys even. So I think they'll... [01:21:57] S5: So drivers in harness racing? [01:21:59] S1: They can... [01:21:59] S5: Like my dad's my size. [01:22:01] S1: Okay. [01:22:01] S5: So you can be bigger. I think jockey and like thoroughbreds got to be Yeah. Yeah. Yeah. A little bit smaller. Yeah. Very [01:22:08] S2: cool. What... So you grew up going to a bunch of races and stuff?
01:22:08 · Jordi Hays, Max Siegelman
[01:22:08] S2: cool. What... So you grew up going to a bunch of races and stuff? [01:22:11] S5: You think I did a lot of that. I like... Yeah. I think people think I ride a horse every day. Like I grew up forty minutes outside Manhattan. Yeah. Yeah. Most of my friend's parents like were lawyers or doctors or worked in the city. My dad trained race horses, so like a little So bit I had more access to it, but probably didn't take advantage of it much as I could have. Yeah. And then I think once this started, I started to like realize it and appreciate it a bit more. And so Yeah. I probably spent more time with horses in the last five years than I did in my previous... [01:22:38] S2: Totally. That's how it works sometimes. When when did you actually go full time on the business? Three [01:22:43] S5: years ago. [01:22:43] S2: Three years ago? [01:22:44] S5: Yeah. [01:22:44] S2: And what was there like a certain like dollar amount that [01:22:47] S5: you... It's a good question. [01:22:48] S2: I was like... Because it if you have other income and you're trying to build a brand, there's some incentive to just keep doing the other things so you can buy more and more inventory. [01:22:57] S5: Yeah. I had I had it pretty good because I reported directly to the CMO of Out Front Media. Was amazing and let... And like knew what I was doing. Yeah. And it was like for fun on the side, but like we were doing drops on like a Friday like by myself and then my my wife now is creative director. So we had first started dating and we were doing good money on a Friday.