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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

You know, there's, there's all these stories and you know, you have like Klarna that's positioning for investors that they're firing half their staff and no one really wants. And I think that's BS. I think it's BS. Yeah. There might be some reality to it, but I think that it's an amazing marketing story.

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

You know, there's, there's all these stories and you know, you have like Klarna that's positioning for investors that they're firing half their staff and no one really wants. And I think that's BS. I think it's BS. Yeah. There might be some reality to it, but I think that it's an amazing marketing story.

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 so anytime that I ever hear something that's put out as a marketing story, I almost negate it in my head. to actually think about what the implications are. When you're saying something and screaming it from the rooftops, that almost always means that internally you're freaking out about something. I look at that really loud behavior and I think that behavior itself really negates the content.

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 so anytime that I ever hear something that's put out as a marketing story, I almost negate it in my head. to actually think about what the implications are. When you're saying something and screaming it from the rooftops, that almost always means that internally you're freaking out about something. I look at that really loud behavior and I think that behavior itself really negates the content.

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 so anytime that I ever hear something that's put out as a marketing story, I almost negate it in my head. to actually think about what the implications are. When you're saying something and screaming it from the rooftops, that almost always means that internally you're freaking out about something. I look at that really loud behavior and I think that behavior itself really negates the content.

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

That's maybe my positioning on this sort of stuff. How do you feel about competition? What are your lessons on competition?

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

That's maybe my positioning on this sort of stuff. How do you feel about competition? What are your lessons on competition?

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

That's maybe my positioning on this sort of stuff. How do you feel about competition? What are your lessons on competition?

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 think that if $100 trillion of economic value will be created by AI and agentic applications, that there will be so much room and so much opportunity for a ton of different players. I don't think that when Excel came out and then Mark released Salesforce and then people created TurboTax, all these unravelings of Excel actually were produced later, that that made Excel any less valuable.

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 think that if $100 trillion of economic value will be created by AI and agentic applications, that there will be so much room and so much opportunity for a ton of different players. I don't think that when Excel came out and then Mark released Salesforce and then people created TurboTax, all these unravelings of Excel actually were produced later, that that made Excel any less valuable.

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 think that if $100 trillion of economic value will be created by AI and agentic applications, that there will be so much room and so much opportunity for a ton of different players. I don't think that when Excel came out and then Mark released Salesforce and then people created TurboTax, all these unravelings of Excel actually were produced later, that that made Excel any less valuable.

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 actually think it made Excel more valuable. I view Hebia as this platform as something that will actually get better the more people get inspired by it and build increasingly verticalized applications. What models do you use? You sit on top of what? We are completely model agnostic. We use all of the major model providers, some of our own models.

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 actually think it made Excel more valuable. I view Hebia as this platform as something that will actually get better the more people get inspired by it and build increasingly verticalized applications. What models do you use? You sit on top of what? We are completely model agnostic. We use all of the major model providers, some of our own models.

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 actually think it made Excel more valuable. I view Hebia as this platform as something that will actually get better the more people get inspired by it and build increasingly verticalized applications. What models do you use? You sit on top of what? We are completely model agnostic. We use all of the major model providers, some of our own models.

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

But ultimately, the foundational difference that Hebia is capitalizing on right now is fundamentally new and very important difference, which is I actually think on the order of creating rag and creating agents and decomposition is this idea of us in the last year or so having pioneered scaling at inference. Talk to me about this.

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

But ultimately, the foundational difference that Hebia is capitalizing on right now is fundamentally new and very important difference, which is I actually think on the order of creating rag and creating agents and decomposition is this idea of us in the last year or so having pioneered scaling at inference. Talk to me about this.

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

But ultimately, the foundational difference that Hebia is capitalizing on right now is fundamentally new and very important difference, which is I actually think on the order of creating rag and creating agents and decomposition is this idea of us in the last year or so having pioneered scaling at inference. Talk to me about this.

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

Right now, you actually, so OpenAI is starting to do this with O1, where they'll have a model recursively think about a question over and over and over again before it produces an answer. And so instead of training a larger model, they're using effectively a similarly sized model and just telling you to run multiple cycles, i.e. compute more before answering.

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

Right now, you actually, so OpenAI is starting to do this with O1, where they'll have a model recursively think about a question over and over and over again before it produces an answer. And so instead of training a larger model, they're using effectively a similarly sized model and just telling you to run multiple cycles, i.e. compute more before answering.

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

Right now, you actually, so OpenAI is starting to do this with O1, where they'll have a model recursively think about a question over and over and over again before it produces an answer. And so instead of training a larger model, they're using effectively a similarly sized model and just telling you to run multiple cycles, i.e. compute more before answering.