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Brian O’Malley

👤 Speaker
512 total appearances

Appearances Over Time

Podcast Appearances

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

You only have one major customer summit a year.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

People are still at the point where they want a human in the loop in order to validate that the AI is doing the right thing because hallucinations are still a real element.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

And you can prompt engineer, you can have the system double check itself.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

But the intrinsic value of still having a human

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

5% in the loop ultimately makes a lot more people comfortable spending real dollars on these platforms.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

So another way, having AI do 95% of the work is also extremely valuable.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

And instead of taking 20 units of energy, you're doing one unit of energy.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

So you're basically bringing it down by 95%.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

Yeah, exactly.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

You want to feel like there's a human helping you on the other side.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

And so it's really important to have people pick up that phone initially.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

But when it comes to pulling medical records, when it comes to filing paperwork with the local court system, a lot of that can be automated behind the scenes.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

And even subsequent conversations, those can be pushed to chat where it's a lot easier to use AI systems than AI voice, which is still a little bit clunky right now.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

There's a belief out there that AI and these large LM models will take the route of autonomous and self-driving, and the last 1% is going to take 5, 10, 20 years to perfect.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

Do you subscribe to that?

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

And if so, why do you think that is?

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

I think it depends on what you're asking it to do.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

There are certain tasks with AI where 95% right is really 100% right.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

Like you think about writing a blog post or writing an email to someone.

How I Invest with David Weisburd
E291: Incentives, Not Intuition: How VC Really Works

It might not be the exact words, but it's close enough that it solves the goal of what you're trying to accomplish.