Menu
Sign In Search Podcasts Charts People & Topics Add Podcast API Blog Pricing

David Friedberg

๐Ÿ‘ค Speaker
8269 total appearances

Appearances Over Time

Podcast Appearances

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

But again, the thing that I keep in mind whenever I try these apps for the first time is today is the worst it'll ever be.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

It only gets better from here.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

And so if you look at the starting point, it won't take but a year where this thing, I think, or maybe two years, where this thing is legitimately excellent.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

It has to get the scripting right.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

It has to get the prompting right.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

It has to be a little bit easier for you to use.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

There was a bunch of prompts that I used that were rejected by the IP, right?

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

Well, it just said, use me, but I couldn't validate that I was me.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

Michael Bay is super cool, fun to hang out with, fun to party with.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

Okay, well, way to bring it back to you.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

We are a top 20 consumer of Bedrock.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

So let me tell you what it looks like on the ground.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

We redirected a ton of our workloads to Kimi K2 on Grok because it was really way more performant and frankly, just a ton cheaper than OpenAHI and Anthropic.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

The problem is that when we use our coding tools, they route through Anthropic, which is fine because Anthropic is excellent, but it's really expensive.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

The difficulty that you have is that when you have all this leapfrogging, it's not easy to all of a sudden just like, you know, decide to pass all of these prompts to different LLMs because they need to be fine-tuned and engineered to kind of work in one system.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

And so like the things that we do to perfect code gen or to perfect back propagation on Kimmy or on Anthropic,

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

You can't just hot swap it to deep speed.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

All of a sudden it comes out and it's that much cheaper.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

It takes some weeks, it takes some months.

All-In with Chamath, Jason, Sacks & Friedberg
Biggest LBO Ever, SPAC 2.0, Open Source AI Models, State AI Regulation Frenzy

So it's a complicated dance and we're always struggling as a consumer.