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Azeem Azhar

๐Ÿ‘ค Speaker
6414 total appearances

Appearances Over Time

Podcast Appearances

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And the time we would spend to go and make that change is better off spending on something nearer the frontier.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

So I do expect there to be this kind of long, you know, lag of models, particularly in larger enterprises.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

But I have also heard, and Matt, I shouldn't do this, but I'm going to put it back to you because you talk to the banks all the time.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

I had heard that a lot of the banks now do use these model routers that sit

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

on top of the underlying provider and that some of the banks have said, we want to move to more open source models so that we can have better control, open source, open weight models than exclusively relying on closed weight models.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Now, of course, the reason we choose banks is because they're the most advanced incumbents, right, in using AI.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

But, you know, I think there may be some of that pressure emerging.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Yeah, I think that that is one of the ways in which OpenClaw, Clawed, whatever we call it, Moldspot, has what it's opened up.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

It has opened up that idea that you can flip back and forth between models.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And I personally found using that Mini Arnold has a decent enough memory, even though I am flipping the models through the different anthropic models.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

The question is, how does that then make its way out into the industry at large?

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

And if that way of delivering a virtual worker is going to be what happens within the enterprise, enterprises make decisions that are not just about cost, right?

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

That's why, even though LibreOffice has been available for doing office jobs,

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

powerpoints and and excel spreadsheets you know the dominant player is is the microsoft office suite and that might be where you know the the anthropics and the open ais you know maintain that even if there might be tranches of consumers and it would feel to me like apple would be really well suited for a kind of open claw approach once they felt safe with it would go and that i think comes to hannah's point about these

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

consultancies for deployed engineers, which is getting the claws, as it were, into the enterprise, which I think does provide some defense against the model being completely abstracted away because someone has been in there.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

They have done some tuning.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

There is some know-how that is going to get lost when you swap out an anthropic model for a Kimi or a Quinn model.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Well, there may well be an IPO for OpenAI this year or early next year.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

So there'll be something to mark our homework against.

Azeem Azhar's Exponential View
Inside the economics of OpenAI (exclusive research)

Thanks for listening all the way to the end.