Tomasz Tunguz

speaker
457 appearances 2 recordings 1 series first heard Jun 2025 last heard 16 Sep

Tomasz Tunguz’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 Sep 2026 with 1.

Appearances

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API come out of OpenAI this week.
I thought after the Deep Seek moment there would never be a deep research API aside from Perplexity, which had launched it basically before, because of the risk of distillation for some pretty valuable and expensive models.
So it's really, I think it's in those feedback loops.
That's what I've learned in machine learning.
And so the larger the number of users you have and the greater the telemetry you have there, the better the advancement.
No, no, I think you're exactly right.
I mean, they launched Google launched the Gemini uh command line interface, which competes with the cloud code.
And I was trying to use it for two days and and I could not.
Yeah.
So I think I think they're ta I mean the and in their public earnings, both Microsoft and Google have both said they're limited on the on the CapEx side, basically.
They can't produce the data centers fast enough.
Um
But Google, I think Google is aware of this feedback loop phenomenon, right?
You look at the way that they subsidize fine tuning for Gemini, the way that with the Gemini command line interface, the the free tier is substantially more generous.
They're trying to they're trying to acquire as much usage as possible because they uh they understand th those dynamics, but the data centers aren't there yet.
And then actually you know what, did you guys follow what
Um it it Microsoft gave up some of the core weave lease and then Google took it on for the open AI training workloads, which was really interesting.
Did you
Yeah, through Google.
So I think Google went and Google.
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