Alex Wiltschko

Which I always do every day.

Which I always do every day.

So I'm always paranoid when Mother Nature is going to show up and say, you're done. Like, no, in 2025 or 2026 or 2027, this is not the year for you to peel back another mystery of how this human sense works. And so you're blocked for taking the next step. And that could manifest in any number of places. We could fail to make these sensors small enough to be held in your hand at an appropriate

So I'm always paranoid when Mother Nature is going to show up and say, you're done. Like, no, in 2025 or 2026 or 2027, this is not the year for you to peel back another mystery of how this human sense works. And so you're blocked for taking the next step. And that could manifest in any number of places. We could fail to make these sensors small enough to be held in your hand at an appropriate

price. There could be something fundamental we don't understand about the world. This is an existential risk that we can never really remove. But we continue into the darkness and into the fog regardless. What we're trying to do is never lose sight of the mountaintop, which is we fully digitize the human sense and it's personal, it's portable, it's affordable.

price. There could be something fundamental we don't understand about the world. This is an existential risk that we can never really remove. But we continue into the darkness and into the fog regardless. What we're trying to do is never lose sight of the mountaintop, which is we fully digitize the human sense and it's personal, it's portable, it's affordable.

And our philosophy for doing that is not to climb up the sheer face of the mountain to that single goal, but to find a route up that mountain with a shallow enough grade where at some points we can stop and build a business. The philosophy here, and I've seen other startups kind of fail to do this, is build along a responsible path

And our philosophy for doing that is not to climb up the sheer face of the mountain to that single goal, but to find a route up that mountain with a shallow enough grade where at some points we can stop and build a business. The philosophy here, and I've seen other startups kind of fail to do this, is build along a responsible path

that makes you harder to kill over time as opposed to makes your likelihood of success even riskier over time. Because I want to do this for my whole life, I don't want to just flip this company and sell it. I really want this to survive. It has to survive. And so we're building in our strategy a way to make that much more likely than not.

that makes you harder to kill over time as opposed to makes your likelihood of success even riskier over time. Because I want to do this for my whole life, I don't want to just flip this company and sell it. I really want this to survive. It has to survive. And so we're building in our strategy a way to make that much more likely than not.

Oh, yeah. If you look at the org chart, you're like, oh, it's an AI company that married a chemistry company.

Oh, yeah. If you look at the org chart, you're like, oh, it's an AI company that married a chemistry company.

Technology usually proceeds on an S-curve, right? It sucks, it sucks, it's getting better. Oh my gosh, it's getting better super fast. And we're pretty much done. It levels off. And I think we're pretty close to the right side of that S-curve with text. We kind of blew past it, but yeah, we passed the Turing test. I regularly am fooled and curious whether or not this was written by ChatGPT or not.

Technology usually proceeds on an S-curve, right? It sucks, it sucks, it's getting better. Oh my gosh, it's getting better super fast. And we're pretty much done. It levels off. And I think we're pretty close to the right side of that S-curve with text. We kind of blew past it, but yeah, we passed the Turing test. I regularly am fooled and curious whether or not this was written by ChatGPT or not.

So text works. And then Ilya Setskovor, who is really one of the progenitors of modern AI for text, got up at the main AI conference, NeurIPS, and said, look, there's one internet and we've trained on it, right? There's no more data, right? So yes, there'll be some remaining tricks. We'll make it cheaper. We'll make it better. We'll add reasoning.

So text works. And then Ilya Setskovor, who is really one of the progenitors of modern AI for text, got up at the main AI conference, NeurIPS, and said, look, there's one internet and we've trained on it, right? There's no more data, right? So yes, there'll be some remaining tricks. We'll make it cheaper. We'll make it better. We'll add reasoning.

But like we're out of the raw fuel that drove a ton of the innovation in text. And I think also similarly for images, right? Like we've downloaded all the world's images and all the image models are trained on all those images. Video, we're not done yet because it's super expensive. So like we're not quite at the end of the curve. Those are just three modalities, right?

But like we're out of the raw fuel that drove a ton of the innovation in text. And I think also similarly for images, right? Like we've downloaded all the world's images and all the image models are trained on all those images. Video, we're not done yet because it's super expensive. So like we're not quite at the end of the curve. Those are just three modalities, right?

There's drug discovery, right? There's chemistry, design of chemistry to treat diseases. There's materials design. There's all kinds of things. And what I'm concerned with at Osmo is marching up the S-curve of a human sense, right? So we're on text, we're on vision and images. Those are handled by really brilliant people.

There's drug discovery, right? There's chemistry, design of chemistry to treat diseases. There's materials design. There's all kinds of things. And what I'm concerned with at Osmo is marching up the S-curve of a human sense, right? So we're on text, we're on vision and images. Those are handled by really brilliant people.