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Tim Davis

๐Ÿ‘ค Speaker
552 total appearances

Appearances Over Time

Podcast Appearances

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Or is it not?

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Because we are spending an enormous amount of capital

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

on the belief that it is.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

And there may be utility there.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

I'm not suggesting that there is not utility in that investment.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

But I do agree deeply with Jan LeCun and Richard Sutton and others that have made the case for, look, autoregressive LLMs is not actually the path to super intelligence.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

We need a different form of innovation.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Like I was at Google when Gnome and Aiden and others created their transformer and intention is not enough and it changed the world.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

But, you know, are we convinced that that's the final architecture and that, you know, that is reflective of what we see as intelligence?

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

You know, I personally am not convinced.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

And I think it would be great to be able to see a different approach.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

And so the sloshing of all the capital is highly, you know, is predicated on this future of just keep scaling the flops and keep building the data centers.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

And maybe that's a viable path.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

But I do think it's right to question it.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Yeah, search and learning are really the primary techniques of being able to scale the future of these models.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Sorry, Corey, you were about to say something.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

Yeah.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

And I think, you know, even if you look at humans, right, like I'm in no way a neurologist, but I do know that, you know, we don't execute the vast majority of our brain function when we operate, you know, in the real world.

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

And so, you know, again, this comes back a little bit to the idea of, you know,

The Neuron: AI Explained
The "Android Moment" for AI Infrastructure: Why Modular Just Raised $250M

interpretability and actually understanding why do models make certain decisions at certain points when different neurons are firing inside these model topologies.