TML Inkling, California Forever?, TSMC Capex | David Baszucki, Everett Randle, Eric Glyman, Jordan Black
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What is the main topic discussed in this episode?
You're watching TBPN. Today is Thursday, July 16th, and we are live from the TBPN Ultra Dome, the temple of technology, the fortress of finance, the capital of capital. Let me tell you about ramp.com. Time is money. Save both. Easy to use corporate cards, bill pay, accounting, and a whole lot more all in one place. We have a very special show for you today because we have Tyler Cosgrove guest hosting. He's here in chair. And I know I'm going to make mistakes today because I always throw it over to Jordy. I've got to remember this. Tyler, it reminds me of this video from Warren Buffett. We've got to play it to show what I'm going through emotionally today without Jordy in the TVP and Ultradome. Let's pull up this video of Warren Buffett throughout the years at the Berkshire Hathaway shareholder meetings.
Charlie, how do you feel about that? Charlie and me, how are you?
Charlie.
Charlie, I'm so used to that. Oh, you got to play it from the beginning. Years and years, Warren Buffett always goes to Charlie after he gives his comment. He gives his speech and then he kicks it over to Charlie. Through the years. Charlie. Charlie. Charlie. Tearjerker. Yeah, makes me want to cry. It's emotional. Charlie, how do you feel about that? Charlie, me. Charlie. Charlie. That's Greg Abel. So if that happens today, I apologize. But there is a ton of news we're going to be going through today. We have a packed lineup as well. We have Ev Randall, Eric Gleiman, Jordan Black, Dave Bazzucchi from Roblox coming on. We have a great show and there's a lot of news. The first big story is, of course, Thinking Machine's new model has released.
Miramarati's AI startup released its first model in bid to loosen AI giant's grip. We're going to be talking about open source, closed source, where the frontier is, national geopolitical model moves.
And some people had an idea this was going to happen, some inkling, if you will. Oh, they had an inkling. Did they?
I didn't have an inkling that they were going to jump into the open source race.
I think it makes a lot of sense given the Tinker API, right? The whole business is you're doing fine-tuning on open source models. It makes a lot of sense that they're going to have their own, that you can easily...
It's sort of like they are set up as a business to launch an open source model without it degrading any other piece of their business because the Tinker API, that fine tuning that they do, that integration with the customers that they have actually benefits from open source. And then they can go to their clients and say, look, it's the Red Hat model. At any time, you can leave because we are giving you the weights of the model open source. You can do whatever you want with them, but keep working with us because we're helping you a bunch and we're making money in the process. So Thinking Machines Lab, the first model is an open weights model designed to chip away at the lead of open AI and anthropics, says the Wall Street Journal.
Former OpenAI technology chief Mir Murady is betting on more customizable artificial intelligence models to chip away at the lead that the frontier labs, such as her former employer, hold over the technology. TML, a company led by Murady, released its first AI model Wednesday and did it with open weights, meaning that others can modify it with their data. Called Inkling, the model has 975 billion total parameters, making it far smaller than estimates of the most advanced closed source models.
Yeah, but remember, so it's a mixture of... Yeah. So only I think the number is 41 billion of those are actually like active at any moment. Yeah. So this is definitely on the bigger side of open source models. Yeah. But like that number, it's not these aren't like dense models like what you traditionally think of. Sure. Of the models like, you know, four years ago.
Yeah. Yeah. Muradi told the journal, we trained it to be a broad, balanced foundation model, strong across many domains, flexible enough to adapt. Inkling is not the strongest overall model available today, open or closed, which is a different frame of reference for many of these model launches.
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Chapters
7 chapters
1
What is the main topic discussed in this episode?
0:00β6:07
2
What is Thinking Machines' Inkling and why does open-weights matter?
6:07β24:00
3
How is distillation shaping open source vs closed source AI models?
24:00β59:39
4
How can AI-driven interfaces reduce B2B SaaS complexity and manage token spend?
59:39β1:01:46
5
What is Ramp Econ Lab revealing about real-time corporate AI spend and customer conversations?
1:01:46β1:05:48
6
How is Senra Systems standardizing and automating wire harness production for aerospace and data centers?
1:05:48β1:15:23
7
How will Robloxβs Build, AI upβresing, and NPC models change creator tools, monetization, and safety?
1:15:23β1:59:39
Speakers
6 identifiedMore from TBPN
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