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George Sivulka

👤 Person
546 total appearances

Appearances Over Time

Podcast Appearances

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

When building Hebbia or when building all of these foundational primitives for how people use AI over the last four and a half years, Hebbia has always asked ourselves, what are the apps that AGI would want to use? Or what are the apps that agents would want to use themselves? I.e.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

When building Hebbia or when building all of these foundational primitives for how people use AI over the last four and a half years, Hebbia has always asked ourselves, what are the apps that AGI would want to use? Or what are the apps that agents would want to use themselves? I.e.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

what are the tools, because these AI applications are really good at using tools, that we could build that would assist LLMs or these really smart foundation models, whatever they are in the future, to get to an answer more quickly. It's quite interesting, you know, Hebbia Matrix orchestrates lots of smaller LLM calls. It's actually scaling at inference, i.e.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

what are the tools, because these AI applications are really good at using tools, that we could build that would assist LLMs or these really smart foundation models, whatever they are in the future, to get to an answer more quickly. It's quite interesting, you know, Hebbia Matrix orchestrates lots of smaller LLM calls. It's actually scaling at inference, i.e.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

what are the tools, because these AI applications are really good at using tools, that we could build that would assist LLMs or these really smart foundation models, whatever they are in the future, to get to an answer more quickly. It's quite interesting, you know, Hebbia Matrix orchestrates lots of smaller LLM calls. It's actually scaling at inference, i.e.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

it's running massive amounts of compute at the orchestration layer. And we think that, you know, an AGI system would prefer to use heavy a matrix to diligence a company or to look through thousands of documents versus to read them all by hand. And they're in a really long context window.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

it's running massive amounts of compute at the orchestration layer. And we think that, you know, an AGI system would prefer to use heavy a matrix to diligence a company or to look through thousands of documents versus to read them all by hand. And they're in a really long context window.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

it's running massive amounts of compute at the orchestration layer. And we think that, you know, an AGI system would prefer to use heavy a matrix to diligence a company or to look through thousands of documents versus to read them all by hand. And they're in a really long context window.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

I ultimately think that it will be a mix of all three. History doesn't repeat itself, but it often rhymes. 60 years ago, or even longer, the foundational unit of compute, i.e. doing a calculation on a computer, was effectively introduced to the enterprise.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

I ultimately think that it will be a mix of all three. History doesn't repeat itself, but it often rhymes. 60 years ago, or even longer, the foundational unit of compute, i.e. doing a calculation on a computer, was effectively introduced to the enterprise.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

I ultimately think that it will be a mix of all three. History doesn't repeat itself, but it often rhymes. 60 years ago, or even longer, the foundational unit of compute, i.e. doing a calculation on a computer, was effectively introduced to the enterprise.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

There were plenty of people that were tallying things or bookkeeping in actual books, and their jobs changed, and there were apps for bookkeeping, and then there were platforms like Excel that let people build better apps for bookkeeping, and then Excel was unraveled again into better apps for bookkeeping.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

There were plenty of people that were tallying things or bookkeeping in actual books, and their jobs changed, and there were apps for bookkeeping, and then there were platforms like Excel that let people build better apps for bookkeeping, and then Excel was unraveled again into better apps for bookkeeping.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

There were plenty of people that were tallying things or bookkeeping in actual books, and their jobs changed, and there were apps for bookkeeping, and then there were platforms like Excel that let people build better apps for bookkeeping, and then Excel was unraveled again into better apps for bookkeeping.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

And I think that there's opportunity not only in verticals, but there's also opportunity in the entire industry in terms of building platforms, in terms of building cooperatives, in terms of even building new types of quote-unquote agent employees. And I think that that opportunity is the exact same size.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

And I think that there's opportunity not only in verticals, but there's also opportunity in the entire industry in terms of building platforms, in terms of building cooperatives, in terms of even building new types of quote-unquote agent employees. And I think that that opportunity is the exact same size.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

And I think that there's opportunity not only in verticals, but there's also opportunity in the entire industry in terms of building platforms, in terms of building cooperatives, in terms of even building new types of quote-unquote agent employees. And I think that that opportunity is the exact same size.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

If there was $100 trillion of value that was created in the stock market from the introduction of the computer or the fundamental unit of compute. I actually think $100 trillion of value will be created in the next 60 years from the introduction of inference or of AI compute.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

If there was $100 trillion of value that was created in the stock market from the introduction of the computer or the fundamental unit of compute. I actually think $100 trillion of value will be created in the next 60 years from the introduction of inference or of AI compute.

The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia

If there was $100 trillion of value that was created in the stock market from the introduction of the computer or the fundamental unit of compute. I actually think $100 trillion of value will be created in the next 60 years from the introduction of inference or of AI compute.