Everett Randle
speaker
1,301 appearances
6 recordings
1 series
first heard Apr 2025
last heard 16 Jul
Everett Randle’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 — 3 in all, peaking in Nov 2025 with 2.
Appearances
Like now that we've done like, you know, we've moved from like, again, just chat GPT to long running agents that are like way token hungrier because they're reasoning models and like that use sub agents and all these things.
Yeah, the costs have just absolutely ballooned.
And so on one hand, it's very clear that we've exited the $3 Uber stage.
On the other hand, there's folks like Dylan Patel
at Semi Analysis, and there's some of these really forward-leaning companies that are not only our token costs reaching our human labor costs, but we hope they go over.
We hope all of our competitors use open source models.
We hope all of our competitors use dumb models because our employees will be using
the frontier intelligence models, and, like, that's our competitive advantage.
And so I don't know if there's, like, there's a lack of clarity around all of this that I think is, again, part of the disorienting thing about even investing in AI.
I will say we're seeing an immense amount of app companies.
I think if an app company, like, app companies are either already at 80% plus capacity
open source usage for their own apps that they're serving to their customers.
90% of them are trying to get to that ratio plus.
Across our portfolio and beyond, a lot of people are working with folks like Fireworks to custom train and fine tune these increasingly good open source models.
Jesse at Decagon actually had a really good post on this where he talked about just the fact that for mature use cases,
that are well-known and can be fine-tuned on.
You just don't need frontier intelligence anymore.
And oftentimes it's best for these app companies to fine-tune open source models around those specific use cases.
Yes, I think that is probably completely correct.
I think it's an extremely good take.
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