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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]

And I'm kind of like, remember, yes, if you don't embrace this, your company has a real risk of fading into irrelevance. But you can live in a way that you never thought possible. You can make magic. You are here to make magic for these customers. And you actually now have the tools to do it.

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

And I'm kind of like, remember, yes, if you don't embrace this, your company has a real risk of fading into irrelevance. But you can live in a way that you never thought possible. You can make magic. You are here to make magic for these customers. And you actually now have the tools to do it.

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

That's the part that I really believe has changed in my thinking on it, which is if you approach this with optimism, Dude, what a time to be alive. What a time to be alive.

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

That's the part that I really believe has changed in my thinking on it, which is if you approach this with optimism, Dude, what a time to be alive. What a time to be alive.

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

It's such a perfect question for me because it gets to merge together things that I love that may not seem like they have anything to do with each other. But the first person I heard say that was Coach K at Duke. He said, I am not a world-class predictor, but I am a world-class reactor.

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

It's such a perfect question for me because it gets to merge together things that I love that may not seem like they have anything to do with each other. But the first person I heard say that was Coach K at Duke. He said, I am not a world-class predictor, but I am a world-class reactor.

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

And he was referring to it as like when college basketball changed from people that stay for four years to people that play for one and then go to the NBA. He was like, I couldn't have predicted that that's the way the rules would go. I didn't know. But you know what? Once that was the game on the field, I played it extremely well.

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

And he was referring to it as like when college basketball changed from people that stay for four years to people that play for one and then go to the NBA. He was like, I couldn't have predicted that that's the way the rules would go. I didn't know. But you know what? Once that was the game on the field, I played it extremely well.

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

That actually was very helpful for me, Patrick, along with Kohler's quote, because it's very intimidating to think about predicting the future. There are really smart people in Silicon Valley. There are really smart people all over the world. I don't know how to predict the future. I do not have the IQ points for that. There are people that are much brighter than me who can do that.

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

That actually was very helpful for me, Patrick, along with Kohler's quote, because it's very intimidating to think about predicting the future. There are really smart people in Silicon Valley. There are really smart people all over the world. I don't know how to predict the future. I do not have the IQ points for that. There are people that are much brighter than me who can do that.

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

I think the thing that I do have in my control is the ability to respond quickly to new information. I can control that. I can control being open-minded to seeing new information. and then reacting quickly. I can control being averse to change. That is something that it feels empowering to me. And it's something that's in my hands and it's in the team's hands too.

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

I think the thing that I do have in my control is the ability to respond quickly to new information. I can control that. I can control being open-minded to seeing new information. and then reacting quickly. I can control being averse to change. That is something that it feels empowering to me. And it's something that's in my hands and it's in the team's hands too.

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

I can help the team be like, guys, let's embrace this change. Let's embrace this reality and let's go react to it. I think right now the world is totally awesome for people that can be world-class reactors rather than world-class predictors. If you look at the people that created these labs, they were world-class predictors. That was an amazing insight however many years ago.

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

I can help the team be like, guys, let's embrace this change. Let's embrace this reality and let's go react to it. I think right now the world is totally awesome for people that can be world-class reactors rather than world-class predictors. If you look at the people that created these labs, they were world-class predictors. That was an amazing insight however many years ago.

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

Look at what the scaling laws are going to do. Look at these exponentials. And they themselves, funny enough, are sort of humble about it. They're like, it wasn't that hard. If you just believe that the scaling laws continue, you could bet that this was going to happen. But like, it was hard.

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

Look at what the scaling laws are going to do. Look at these exponentials. And they themselves, funny enough, are sort of humble about it. They're like, it wasn't that hard. If you just believe that the scaling laws continue, you could bet that this was going to happen. But like, it was hard.

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

Looking at what a model can do today and being like, that's going to be cheaper in the future, that's not being a world-class predictor. That's just looking at the facts. What is hard is choosing optimism to go and react to that, but it's totally within our control. It's hard the way going to the gym is hard. It's not hard the way creating a new mathematical theorem is hard.

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

Looking at what a model can do today and being like, that's going to be cheaper in the future, that's not being a world-class predictor. That's just looking at the facts. What is hard is choosing optimism to go and react to that, but it's totally within our control. It's hard the way going to the gym is hard. It's not hard the way creating a new mathematical theorem is hard.

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

It takes discipline and it takes fortitude and it takes a choice. But I love those kinds of things because those are in our control and they don't require like a new brain. They require more discipline. That's something all of us can do.

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

It takes discipline and it takes fortitude and it takes a choice. But I love those kinds of things because those are in our control and they don't require like a new brain. They require more discipline. That's something all of us can do.