Nathan Lambert
👤 SpeakerAppearances Over Time
Podcast Appearances
Unless they're so good at models, which they are.
Unless they're so good at models, which they are.
It depends on where you think AI capabilities are going.
It depends on where you think AI capabilities are going.
It depends on where you think AI capabilities are going.
The whole idea is human data is kind of tapped out. We don't care. We all care about self-play, verifiable data.
The whole idea is human data is kind of tapped out. We don't care. We all care about self-play, verifiable data.
The whole idea is human data is kind of tapped out. We don't care. We all care about self-play, verifiable data.
You have to believe that, and you know, there's a lot of discussions that tokens and tokenomics and LLM APIs are the next compute layer, or the next paradigm for the economy, kind of like energy and oil was. But there's also like, you have to sort of believe that APIs and chat are not where AI is stuck, right? It is actually just tasks and agents and robotics and computer use.
You have to believe that, and you know, there's a lot of discussions that tokens and tokenomics and LLM APIs are the next compute layer, or the next paradigm for the economy, kind of like energy and oil was. But there's also like, you have to sort of believe that APIs and chat are not where AI is stuck, right? It is actually just tasks and agents and robotics and computer use.
You have to believe that, and you know, there's a lot of discussions that tokens and tokenomics and LLM APIs are the next compute layer, or the next paradigm for the economy, kind of like energy and oil was. But there's also like, you have to sort of believe that APIs and chat are not where AI is stuck, right? It is actually just tasks and agents and robotics and computer use.
And those are the areas where all the value will be delivered, not API, not chat application.
And those are the areas where all the value will be delivered, not API, not chat application.
And those are the areas where all the value will be delivered, not API, not chat application.
If model progress is not rapid, yeah, it's becoming a commodity, right? DeepSeek v3 shows this, but also the GPT-3 chart earlier, Kurt chart showed this, right? Lama 3B is 1200x cheaper than GPT-3. Any GPT-3, like anyone whose business model was GPT-3 level capabilities is dead. Anyone whose business model is GPT-4 level capabilities is dead.
If model progress is not rapid, yeah, it's becoming a commodity, right? DeepSeek v3 shows this, but also the GPT-3 chart earlier, Kurt chart showed this, right? Lama 3B is 1200x cheaper than GPT-3. Any GPT-3, like anyone whose business model was GPT-3 level capabilities is dead. Anyone whose business model is GPT-4 level capabilities is dead.
If model progress is not rapid, yeah, it's becoming a commodity, right? DeepSeek v3 shows this, but also the GPT-3 chart earlier, Kurt chart showed this, right? Lama 3B is 1200x cheaper than GPT-3. Any GPT-3, like anyone whose business model was GPT-3 level capabilities is dead. Anyone whose business model is GPT-4 level capabilities is dead.
I don't think they care about that at all.
I don't think they care about that at all.
I don't think they care about that at all.