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Azeem Azhar

๐Ÿ‘ค Speaker
6838 total appearances

Appearances Over Time

Podcast Appearances

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

And the family that we looked at was only really the preeminent family for a few months.

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

Now, we know that

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

Enterprises don't change the API they're using the day a new one comes out.

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

There's always a bit of a lag.

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

But consumers do, right?

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

Because that's what you get access to on ChatGPT.

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

And you may remember that when GPT-4 was set aside from ChatGPT, it was an emotional support tool for many users.

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

And they were very upset with how methodical and mechanical GPT-5 now felt.

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

And I think one of the uncertainties is,

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

To what extent do you actually learn and prepare for your next model based on the short life of the existing model, right?

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

There are a couple of elements to it, right?

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

One, I think, is a little bit more nebulous, which is that by having a really good model, even if it lasts for a short period of time, you maintain your forward momentum in the market in terms of customers liking you and your enterprise sales and so on.

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

And that feels less tangible than the second bit that I think is perhaps a bit harder to unpick, which is what do you learn?

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

about running better and better models from actually having run a better model, even if it only lasts for four months.

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

And that learning might be sort of down in the weeds in sort of R&D and particular choices you make in training data and reinforcement learning.

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

It might also be in operations, right, in just operating a model of that scale.

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

And I think it's quite hard for us to know.

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

I suspect it's hard for OpenAI or any of the other foundation models to know the contribution of that second part to the model itself, right?

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

So in a sense, who in this kingdom is actually able to see with two eyes?

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

I'm not sure, you know, many can at this point.