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The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch

20VC: AI Scaling Myths: More Compute is not the Answer | The Core Bottlenecks in AI Today: Data, Algorithms and Compute | The Future of Models: Open vs Closed, Small vs Large with Arvind Narayanan, Professor of Computer Science @ Princeton

28 Aug 2024

Transcription

Full Episode

0.069 - 21.327 Arvind Narayanan

we're not going to have too many more cycles, possibly zero more cycles of a model that's almost an order of magnitude bigger in terms of the number of parameters than what came before and thereby more powerful. And I think a reason for that is data becoming a bottleneck. These models are already trained on essentially all of the data that companies can get their hands on.

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21.547 - 27.792 Arvind Narayanan

So while data is becoming a bottleneck, I think more compute still helps, but maybe not as much as it used to.

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28.072 - 45.139 Mark Blyth

This is 20VC with me, Harry Stebbings, and we're sitting down today with one of my favorite writers in AI. He's been a big proponent in the belief that despite what many people think, increasing the amount of compute from this point will be unlikely to increase model performance significantly moving forward.

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45.379 - 59.257 Mark Blyth

I'm thrilled to welcome Arvind Narayanan, Professor of Computer Science at Princeton and the Director of the Center for Information Technology Policy. This is an incredible discussion that goes very deep on the bottlenecks in AI today, and you can watch it on YouTube by searching for 20VC.

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60.458 - 80.15 Harry Stebbings

But before we dive in today, all of you listening use tons of software every day. Sometimes it fills us with rage. You can't figure something out. The chatbot in the bottom right is useless. You keep getting bombarded with these useless pop-ups. And for those of you who build products, no one wants their product to feel like this. Thankfully, a company exists to help users without annoying them.

80.33 - 96.181 Harry Stebbings

CommandBar. It does a couple of very helpful things. First, it's a chatbot that uses AI to give users extremely personalized responses and deflect tickets. But it can be beyond just text. It can also co-browse with the user and show them how to do things inside the UI. Magic.

96.341 - 113.634 Harry Stebbings

But it can also detect when users would benefit from a proactive nudge, like a helpful hint, or an invitation to start a free trial. CommandBar is already used by world-class companies like Gusto, HashiCorp, Yotpo, and Angelist. If you're a product CX or marketing leader, check them out at commandbar.com slash harry.

113.914 - 133.447 Harry Stebbings

And talking about incredible companies with Commandbar, I want to talk to you about a new venture fund making waves by taking a very different approach. It's a public venture fund anyone can invest in. not just institutions and accredited investors. The Fundrise Innovation Fund is democratizing venture capital, which could have big consequences for the industry.

133.607 - 152.684 Harry Stebbings

The fund is already off to a good start with $100 million into some of the largest, most in-demand AI and data infrastructure companies. Companies like OpenAI, Anthropic, and Databricks. Check out the Innovation Fund's impressive list of investments for yourself by visiting fundrise.com slash 20VC.

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