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Ravi Gupta

๐Ÿ‘ค Speaker
314 total appearances

Appearances Over Time

Podcast Appearances

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

Like everyone, you see these new model advances and they've come out so quickly that you are using the models for whatever you're using them for the day before. And it's hard to think of even what to ask them when the new ones come out. So a couple of things happened.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

Like everyone, you see these new model advances and they've come out so quickly that you are using the models for whatever you're using them for the day before. And it's hard to think of even what to ask them when the new ones come out. So a couple of things happened.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

One, you know, I'm on the board of Sierra, Brett and Clay's company, and they started describing some of the things that were able to be done in 01 Pro that were not able to be done with 4.0. And I was surprised. And I think that the specific example that came up was when Clay was talking about something he was doing with it, I asked him to show me how he was using it.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

One, you know, I'm on the board of Sierra, Brett and Clay's company, and they started describing some of the things that were able to be done in 01 Pro that were not able to be done with 4.0. And I was surprised. And I think that the specific example that came up was when Clay was talking about something he was doing with it, I asked him to show me how he was using it.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

And when he did that, he asked the model a question, which was, are my instructions clear? Is there anything else I can do to make it to clarify what I'd like to have you do? That interaction was so different than anything I'd ever thought about with a model. I'd never thought to ask it a question.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

And when he did that, he asked the model a question, which was, are my instructions clear? Is there anything else I can do to make it to clarify what I'd like to have you do? That interaction was so different than anything I'd ever thought about with a model. I'd never thought to ask it a question.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

And the model came back and said, no, actually, in fact, can you please clarify these five or six things? And I was pretty stunned by that interaction. That was point one. Point two was a friend of mine who was at one of the model companies left to go to another one. And I said, hey, what happened?

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

And the model came back and said, no, actually, in fact, can you please clarify these five or six things? And I was pretty stunned by that interaction. That was point one. Point two was a friend of mine who was at one of the model companies left to go to another one. And I said, hey, what happened?

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

And he said, the pace of progress has changed so much in the last three months that I had to go to this one. And in our business, take the Matt Kohler quote that you and I both love. Matt is a good friend of ours, both of ours. Our job is not to see the future. It's to see the present very clearly. All of a sudden, it felt like the present was different than what I thought.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

And he said, the pace of progress has changed so much in the last three months that I had to go to this one. And in our business, take the Matt Kohler quote that you and I both love. Matt is a good friend of ours, both of ours. Our job is not to see the future. It's to see the present very clearly. All of a sudden, it felt like the present was different than what I thought.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

And so I just started trying to use it more myself. And I think I'm barely scratching the surface, but I was pretty stunned at what was possible from this. And I'm somebody who like lives in Silicon Valley and works as a venture capitalist. It made me wonder if there was other people who are going to be as stunned as I was.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

And so I just started trying to use it more myself. And I think I'm barely scratching the surface, but I was pretty stunned at what was possible from this. And I'm somebody who like lives in Silicon Valley and works as a venture capitalist. It made me wonder if there was other people who are going to be as stunned as I was.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

Well, if you take that Dario quote from his essay from October, he describes what he believes powerful AI will be. And it's this idea of a country of geniuses and a data center. That's what's going to be available to anyone. And then you take what Sam has been saying, the quote he has is, in a decade, every person will be more capable than any person is today.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

Well, if you take that Dario quote from his essay from October, he describes what he believes powerful AI will be. And it's this idea of a country of geniuses and a data center. That's what's going to be available to anyone. And then you take what Sam has been saying, the quote he has is, in a decade, every person will be more capable than any person is today.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

And if you just take a moment, literally just read the words again or say them again in your brain, they are like mind bending. And so the point of what do I mean by AI or die, if they're at all right, if there's something approaching right, there's going to be dramatic change that is going to come to any company, to any person.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

And if you just take a moment, literally just read the words again or say them again in your brain, they are like mind bending. And so the point of what do I mean by AI or die, if they're at all right, if there's something approaching right, there's going to be dramatic change that is going to come to any company, to any person.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

If we then think about the most intense version of that, if that's true, then you should be able to recreate what we have now with dramatically fewer people working on it because there are a country of geniuses available in a data center. And so I think the most intense version of that is envisioning a group of

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

If we then think about the most intense version of that, if that's true, then you should be able to recreate what we have now with dramatically fewer people working on it because there are a country of geniuses available in a data center. And so I think the most intense version of that is envisioning a group of

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

developers hanging out on a Friday night and sorting companies based on their market cap and their number of people and their NPS in some calculation and finding the biggest company with the most people with the lowest NPS and then competing about who can build it faster. It's just like a crazy thought of what could happen.

Invest Like the Best with Patrick O'Shaughnessy
Ravi Gupta - AI or Die - [Invest Like the Best, EP.411]

developers hanging out on a Friday night and sorting companies based on their market cap and their number of people and their NPS in some calculation and finding the biggest company with the most people with the lowest NPS and then competing about who can build it faster. It's just like a crazy thought of what could happen.

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