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Jesse Zhang

๐Ÿ‘ค Speaker
See mentions of this person in podcasts
968 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

So you know how your agent is structured.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

You know the places where you need models to run.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

And you can take smaller, fine-tuned models.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

And that improves the entire system, both in terms of performance, but also latency and so on.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

So I think over time, there's going to be more and more of that.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

I do think there's always, there's always going to be a huge usage of open AI as anthropics of the world because you just need intelligence.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

You need the best models.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

So I think there's going to be a balance, but at least in the short term, there's going to be more and more of the fine-tuning small models that happen.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

I mean, work-wise, it's not super relevant, but of course we have our own opinions.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

I'm very bullish on Google, actually.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

Why?

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

I just think that with AI use cases, having individual consumers is so important because that's where all the data comes from anyways.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

And Google is like much stronger there.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

I mean, you can say that Meta, Facebook also has that element.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

And so, yeah, maybe their new super intelligence lab will be able to make it work.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

But something like Anthropic, for example, where they haven't done as well on the consumer side compared to like a ChatGPT.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

I think long term, you do need that consumer buy-in because that's where all the new data is going to come from.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

Yeah, Google and I mean, Google just has an amazing team.

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

And we've had a couple of rocky starts, but hopefully...

Invest Like the Best with Patrick O'Shaughnessy
Jesse Zhang - Building Decagon - [Invest Like the Best, EP.443]

They'll make it work out.