Chamath

It's got the best developer ecosystem, the best APIs. It keeps rolling out new products. And the question is just how durable that

advantages is there really a moat to any of this for example meta just announced llama 3.2 which can do voice and this is roughly at the same time that open ai just released its voice api so the open source ecosystem is kind of hot on open ai's heels the large companies google microsoft so forth. They're hot on their heels too, although it seems like they're further behind where Meta is.

advantages is there really a moat to any of this for example meta just announced llama 3.2 which can do voice and this is roughly at the same time that open ai just released its voice api so the open source ecosystem is kind of hot on open ai's heels the large companies google microsoft so forth. They're hot on their heels too, although it seems like they're further behind where Meta is.

And the question is just, can OpenAI maintain its lead? Can it consolidate its lead? Can it develop some moats? If so, it's on track to be the next trillion dollar big tech company. But if not, it could be eroded and you could see the value of OpenAI get commoditized. And we'll look back on it as kind of a cautionary tale.

And the question is just, can OpenAI maintain its lead? Can it consolidate its lead? Can it develop some moats? If so, it's on track to be the next trillion dollar big tech company. But if not, it could be eroded and you could see the value of OpenAI get commoditized. And we'll look back on it as kind of a cautionary tale.

Are you using 01 Preview or 01 Mini?

Are you using 01 Preview or 01 Mini?

Well, yeah, I mean, this is pretty impressive. And just to build on what Freeberg was saying about chain of thought, where this all leads is to agents, where you can actually tell the AI to do work for you, you give it an objective, it can break the objective down into tasks, and then it can work each of those tasks.

Well, yeah, I mean, this is pretty impressive. And just to build on what Freeberg was saying about chain of thought, where this all leads is to agents, where you can actually tell the AI to do work for you, you give it an objective, it can break the objective down into tasks, and then it can work each of those tasks.

And OpenAI at a recent meeting with investors said that PhD level reasoning was next on its roadmap, and then agents weren't far behind that. they've now released at least the preview of the PhD-level reasoning with this O1 model. So I think we can expect an announcement pretty soon about agents.

And OpenAI at a recent meeting with investors said that PhD level reasoning was next on its roadmap, and then agents weren't far behind that. they've now released at least the preview of the PhD-level reasoning with this O1 model. So I think we can expect an announcement pretty soon about agents.

Yeah, and so... And if you think about business value, we think a lot about this as like, where's the SaaS opportunity in all this, the software as a service opportunity? It's going to be in agents. I think we'll ultimately look back on these sort of chat models as a little bit of a parlor trick compared to what agents are going to do. in the workplace.

Yeah, and so... And if you think about business value, we think a lot about this as like, where's the SaaS opportunity in all this, the software as a service opportunity? It's going to be in agents. I think we'll ultimately look back on these sort of chat models as a little bit of a parlor trick compared to what agents are going to do. in the workplace.

If you've ever been to a call center or an operations center, they're also called service factories. It's assembly lines of people doing very complicated knowledge work. But ultimately, you can unravel exactly what the chain is there, the chain of thought that goes into their decisions. It's very complicated, and that's why you have to have humans doing it. But you could imagine that...

If you've ever been to a call center or an operations center, they're also called service factories. It's assembly lines of people doing very complicated knowledge work. But ultimately, you can unravel exactly what the chain is there, the chain of thought that goes into their decisions. It's very complicated, and that's why you have to have humans doing it. But you could imagine that...

Once system integrators or enterprise SaaS apps go into these places, go into these companies, they integrate the data, and then they map out the workflow. You could replace a lot of these steps in the workflow with agents.

Once system integrators or enterprise SaaS apps go into these places, go into these companies, they integrate the data, and then they map out the workflow. You could replace a lot of these steps in the workflow with agents.

Well, it's interesting. We were having a version of this conversation last week on the pod, and I started getting texts from Benioff as he was listening to it. And then he called me, and I think he got a little bit triggered by the idea that systems of record like Salesforce are going to be obsolete in this new AI era. And he made a very compelling case to me about why that wouldn't happen.

Well, it's interesting. We were having a version of this conversation last week on the pod, and I started getting texts from Benioff as he was listening to it. And then he called me, and I think he got a little bit triggered by the idea that systems of record like Salesforce are going to be obsolete in this new AI era. And he made a very compelling case to me about why that wouldn't happen.

Which is? Well, first of all, I think AI models are predictive. I mean, at the end of the day, they're predicting the next set of texts and so forth. And when it comes to like your employee list or your customer list, You just want to have a source of truth. You don't want it to be 98% accurate. You just want it to be 100% accurate.