Alessio Fanelli
speaker
4,204 appearances
33 recordings
1 series
first heard Sep 2025
last heard 20 May
Alessio Fanelli’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 28 in all, peaking in Oct 2025 with 7.
Appearances
Where like like you said, it's like in three months, you have like this huge jump.
Like and people are like, Well, this can keep happening, right?
But then it keeps happening.
It'll keep happening.
And so, like, how do you think about also timelines of like what's worth building?
I think we always have this.
This question we guess, which is like, you know, should you spend time building hardness for a model versus like the next model just gonna do it one shot in the latent space?
And how does that inform like how you think about the shape of the technology?
You know, you talk about how it's a new computing platform.
If you have a computing platform, then like every six months it like drastically changes in what it looks like.
It's hard to build companies on top of it.
The amount of capital going into these companies, I mean, Dario talked about it on the Dorkesh podcast and Dorkesh was like, Why don't you just buy 10x more GPUs?
And he's like, Because I'm gonna go bankrupt if the model doesn't exactly hit the the performance level.
How do you think about that?
Also as a risk on you know, you guys are investors in OpenAI and thinking machines and world apps.
It seems like we're leveraging the scaling loss at a pretty high rate.
Like, how comfortable, I guess, do you feel with
the downside scenario.
Like and say like things Peter out, you think you can kind of like restructure uh these build outs and uh you know capital investments.
How how important is open source AI and kind of like edge inference in a world in which you have three years of supply crunch?
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