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Azeem Azhar

๐Ÿ‘ค Speaker
6838 total appearances

Appearances Over Time

Podcast Appearances

Azeem Azhar's Exponential View
What it will take for AI to scale (energy, compute, talent)

But the seriousness, I think, of what these systems as they get progressively more agentic can do, and I think Claude is discovering all sorts of weaknesses in the red teaming that the Anthropic team runs, is getting progressively more

Azeem Azhar's Exponential View
What it will take for AI to scale (energy, compute, talent)

serious but the thing to note is that we are what we hear is absolutely state-of-the-art on the edge results what we don't hear are the mechanisms of defense that are being built up by the cyber security companies and you know they are of course not not sleeping on all of this thanks for listening all the way to the end if you want to know when the next conversation is released just hit subscribe wherever you're listening that's all for now and i'll catch you next time

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

So ChatGPT has its third anniversary this week.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

Let's look at ChatGPT through the lens of my exponential age framework.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

I guess the first point is that ChatGPT and the large language model it's built on, they're just one segment of a larger exponential transition, even if we just think about computing.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

But ChatGPT tends to drown things out because

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

It's becoming the verb for AI and with some justification.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

According to a recent counter, a message on X from one of the investors in OpenAI, nearly 900 million users.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

That means people seem to like it.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

Data from SimilarWeb, which monitors web usage and app usage, shows that it's a really, really sticky business.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

app, about a third of people who use ChatGPT in a month use it every day.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

Now that's not as much as Instagram for sake of argument, but it's about the same level as YouTube and higher than Snapchat, both really sticky, well-loved apps.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

So there's scale there that is creating noise and occupying headspace.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

But of course, you can't say scale and think about chat GPT without thinking about the grammar of scale that is involved, those large language models, those scaling laws, the increasingly large, voracious demand for compute and for chips, the bigger and bigger data centers.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

The numbers are so big, hundreds of billions of dollars, they seem to tower over the debate like a skyscraper.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

But in a way, that hides what else is going on.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

As some of you may remember, OpenAI launched GPT 4.5.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

It was a new foundation model replacing GPT-4 that they put out soon after ChatGPT, and 4.5

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

was kind of a flop.

Azeem Azhar's Exponential View
The method of invention, AI's new clock speed and why capital markets are confused

It was an attempt to do a big model.