Aaron Levie
👤 SpeakerAppearances Over Time
Podcast Appearances
The progress isn't going to be as rapid because it's harder to validate. Absolutely. But my guess is that once they figure out how to nail coding, math, and the things that are easily validated, they can move to the things that are harder to validate. But I think this is one of the big questions is whether, I think people just kind of assume that AI progress will be equally fast in all areas.
The progress isn't going to be as rapid because it's harder to validate. Absolutely. But my guess is that once they figure out how to nail coding, math, and the things that are easily validated, they can move to the things that are harder to validate. But I think this is one of the big questions is whether, I think people just kind of assume that AI progress will be equally fast in all areas.
And I think it's possible that AI gets really good in some areas, better than human. Yeah. But it's sort of childlike in other areas. And that's a possible outcome.
And I think it's possible that AI gets really good in some areas, better than human. Yeah. But it's sort of childlike in other areas. And that's a possible outcome.
That, by the way, is another major trend line, which is that the new applications that we talked about are all much more token intensive. So we went from basic LLMs, which don't require that many tokens to give you an answer, to the reasoning model, where you can spend a thousand times more tokens just getting one answer to a question.
That, by the way, is another major trend line, which is that the new applications that we talked about are all much more token intensive. So we went from basic LLMs, which don't require that many tokens to give you an answer, to the reasoning model, where you can spend a thousand times more tokens just getting one answer to a question.
And now the agents are going to be even more token intensive than that. So the amount of compute required to serve all these new applications is going to be massive, which is why I think the CapEx build out actually makes sense.
And now the agents are going to be even more token intensive than that. So the amount of compute required to serve all these new applications is going to be massive, which is why I think the CapEx build out actually makes sense.
Did I miss a flight? It's a strange concept.
Did I miss a flight? It's a strange concept.
I haven't missed a flight in about 15 years.
I haven't missed a flight in about 15 years.
Aaron might be there. Aaron, where are you going for the holidays? Oh, actually, we'll be in **** next week.
Aaron might be there. Aaron, where are you going for the holidays? Oh, actually, we'll be in **** next week.
Just at the hotel.
Just at the hotel.
You know, it turns out if you didn't get crushed during the post-COVID period, you can just keep cranking. So that's what we've been doing.
You know, it turns out if you didn't get crushed during the post-COVID period, you can just keep cranking. So that's what we've been doing.
Centrisex. Based on what you guys were just talking about before this recording started, I have no idea what we're in for.
Centrisex. Based on what you guys were just talking about before this recording started, I have no idea what we're in for.