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Chamath Palihapitiya

๐Ÿ‘ค Speaker
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24930 total appearances
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Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

And the stock is rewarding them.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

I'll just add one statement to what you said, J. Cal, which is like you're using what I would call a human heuristic on smaller models.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

And I think what we're evolving to is humans don't intuitively know what this model is.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

It's not just a verticalized model.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

But there are going to be models that will be discovered through automated pruning techniques that will then be working in concert.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

So lots of small models that link together.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

And we don't define each model by some human heuristic, like this is a search model.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Yeah, this is a maps model.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

We don't know why these models work the way they do when they get broken down.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

But I do think that that's really where the evolution is happening.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

So effectively, a model becomes...

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

a macro model, it's got lots of smaller models underneath it, that can be dynamically called.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

And that allows you to have 10x the inference for the same unit of energy sacks.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Did you see that this week, Sax?

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

The servers were going down.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

People in my office were complaining, we can't get on Claude.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

And this is an incredible opportunity, you know, for the CrowdStrikes and Palo Alto networks of the world, both of which have been on the program.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

They come out and they start attacking this space.

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

Man, you could really...

All-In with Chamath, Jason, Sacks & Friedberg
OpenAI Misses Targets, Codex vs Claude, Elon vs Sam Trial, Big Hyperscaler Beats, Peptide Craze

see everything get tightened up.