Osvald Nitski

speaker

475 appearances 1 recordings 1 series first heard Jul 2026 last heard 25 Jul

Osvald Nitski’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 Jul 2026 with 1.

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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch · 20VC: Mercor CPO on Revenue Concentration from Frontier Labs | Why Large Enterprise is Scared to Partner with Frontier Labs | Why Small Specialised Models is the Future with Osvald Nitski · 25 Jul 2026 podcast

So the beauty about open weights models is that the inference can happen in multiple places.

So you could make mistakes using them, but you have more control.

Well, in our APEX benchmarks, we're getting closer to around 50% of long-horizon workflows.

Top models are scoring around that much.

But there's a class of workflows that are just sufficiency-based where you do it and it's done and you're good.

This is something like updating a CRM.

You couldn't really get much better at it.

And then there's a class of workflows that we shouldn't even be thinking about in terms of, you know, binary, like can the models do it or not?

And these can be things like legal arguments or to an extent medical advice where you could always get better.

And in those cases, I think that the percentage framing is just totally off and we need to be thinking more about continuous uncapped rewards.

I buy it.

I think it's also self-serving towards Mercore in that we think that every specialized model will need enterprise-specific eval and training data to show the model how to perform in its setting.

And I think it depends on, I think the diversity and the market for this depends on the value that customers can get from these specialized models.

So there will be cases where the ROI is really justified, and I think those cases will increase over time.

But we certainly believe in this future, yeah.

I don't think there's an ROI problem right now.

I think we're in a period of exploration and experimentation where there's more tolerance, more patience to get that ROI calculation right now.

There's a lot of different projections around where token prices will go, where performance will go.

Right now, we're starting to see some amount of tightening of the screws on spend here and there.

paradigm we're in is still let's see what happens because things are moving so quickly that the ROI calculation might shift too dramatically still.

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