Jonathan Ross

speaker
170 appearances 2 recordings 2 series first heard Jan 2025 last heard 20 Oct

Jonathan Ross’s voice in public audio — every appearance, attributed to the second.

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Recordings per month over the last 12 months — 1 in all, peaking in Oct 2025 with 1.

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everything's about downside protection whereas in the u.s it's like that was a great effort you failed but i'm going to fund you again right so there's that difference but when you look at the u.s and then you look at china china practices rdt research development theft it's just part of the culture and it's not just against western companies it's against each other too the difference is if you're a western company
then the government steals from the Western company and then provides it to the Chinese companies, which is less fair. The famous stories of turning on Huawei switches and you see Cisco's logo and all the bugs, right? So is that a new paradigm? I really hope not. Like for Europe to compete with the US, Europe has to adopt a more risk on attitude.
Does the West have to adopt a more theft on attitude? I really hope not. Like that's just like viscerally disgusting to me. I'm like literally repulsed by the idea.
And then everyone is taking steroids. Whereas if no one was taking it, then everyone's healthier and you have a real competition. Yeah, it's a real problem. And the question is, can governments get involved? Here's the thing. I would love nothing more than to compete directly with Chinese companies on a fair footing. They have really smart people. DeepSeek has proven this. Really smart people.
But when the government keeps putting its thumb on the scale, we're going to try and avoid that competition wherever we can. And now there's no avoiding it. Maybe the governments just have to get involved.
Okay, and it gets worse than that. China has a lot of advantages. The chief advantage is the number of people they have. Now, number of people is not sufficient. So you also have India. And India has an advantage from the number of people, but China has out-executed. In fact, India was asking China for some time to help build out the roads and infrastructure. They've really mastered that, right?
But people and sort of organization, discipline, alignment, right? And so what is the concern with AI? The concern with AI is, What if an LP or GPU becomes the equivalent of a contributor to the workforce? And you could literally just add more to the GDP by creating more chips and providing more power. Now, if that becomes the case, does China's advantage erode?
They're concerned that in terms of workforce, the US could catch up, the West could catch up. And then at the same time, they have a huge population advantage. And this is why I so much want for Europe to get into the fight on AI. There's 500 million people who could be jumping into this.
So have you ever seen Station F?
So I would say by the end of this year, you should have 100 station Fs. And by the end of next year, you should have 1,000. Done. So what you're doing is you're collecting up 3,000 people and surrounding them with other risk-taking entrepreneurs. And then they're supporting each other. They're risk on. And when you surround yourself with other people who are risk on, you're going to be risk on.
And you're going to take the entrepreneurial leap.
How many companies are you aware of that have become incredibly successful that didn't pivot?
Yeah, exactly. So pivot, get over it. Just pivot. I've been talking to a lot of the LLM companies and frankly, they have some good ideas. In fact, I really like, so I watched your interview with the Suno founder. I think he saw it from the beginning, like models are going to be commoditized and that's why he's focused on the product. He got it from the beginning. What is your product?
Not what is the model? Model is, it's a piece of machinery. It's an engine. But what is the car? What is the experience? What do you think propriety is in three years? A question I used to get asked when we were raising money a little while ago was, is AI the next internet? And I'm like, absolutely not. Because the internet is an information age technology.
It's about duplicating data with high fidelity and distributing it. Telephone does. It's what internet does. It's what the printing press did. They're all the same technology, just much different scale and speed and capability. Generative AI is different. It's about coming up with something contextual, creative, unique in the moment. And so the LLM is just the printing press of the generative age.
It's the start of it. And then there's going to be all these other stages. Just imagine trying to start Uber. when we didn't have mobile yet. Great. I'm going to book a trip over to here. How do I get home? You can't carry a desktop with you, right? So you need to be at the right stage.
So when I look at perplexity, I look at perplexity as being perfectly positioned for the moment that the hallucination or really confabulation rate comes down. The moment that these models get good enough where you don't have to check the citations anymore, That's going to open up a whole set of industries. All of a sudden, you'll be able to do medical diagnoses from LLMs.
You'll be able to do legal work from LLMs. Until then, it's like trying to create Uber before we had smartphones. It just doesn't make any sense. However, people are willing to use perplexity today. even though you have to check the citations. So they have an actual business that gets to continue. So like they're getting to sort of ride the wave.
And the moment that that tsunami of lack of confabulation or hallucination comes along, they're perfectly positioned. Each company has to find their own thing. And I would look at Suno as a great example of how things are being done around the product as opposed to just the models.
Disruption happens. If you're not able to pivot now, you're not going to be able to pivot later when you get disrupted anyway.
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