Deedy Das
speaker
881 appearances
1 recordings
1 series
first heard Nov 2025
last heard 14 Nov
Deedy Das’s voice in public audio — every appearance, attributed to the second.
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recordings per month · last 12 monthsRecordings per month over the last 12 months — 1 in all, peaking in Nov 2025 with 1.
Appearances
I still do worry.
I think cost is...
is a concern for a lot of people.
And so the Pareto Frontier does still matter.
I'm glad Anthropic's where it's at right now, but who knows where that changes.
When it comes to like Cloud5 and thinking about the future, one thing I think about actually that's really nice is...
I think we can take for granted right now that furthering the intelligence of models and chat GPT, a consumer product, does not lead to more users or more retention.
It only is really applicable to a thin slice of users who care about very smart type queries, right?
And I would say maybe like under 10 million.
Maybe that's just a random estimate, but most of the 800 million users on ChatGPT are asking, how do I fix my dishwasher?
I rephrase this email that I've sent to somebody?
And that's done.
We know how to do that.
So what's interesting there is now that means we're at a point in consumer where, maybe this is too early to say, but OpenAI is kind of won.
How do you catch up to something where model quality is not going to be differentiated?
You already have the users, you already have the retention, you already have great product and people are paying attention.
But the interesting thing about Anthropic is if you look at coding, that's probably never going to be the case.
Like there's always an increasing frontier of how good you could be at a task like that.
And we're nowhere close to that frontier.
So it's more possible to underwrite the quality of the future models versus like an open AI where it wouldn't be as much of a revenue driver on their consumer business than as it would be for Anthropic.
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