20 korrents from this recording
Every claim below is a statement made in this recording, quoted word for word and linked to the second it was said, so you can hear it rather than take our word for it. The wording comes from the transcript published alongside the recording; the sentence above each quote is our reading of the claim, not their wording.
0:03:09 · watch on youtube.com↗
Their wordsit's a funny dark fantasy that we seem to have as, you know, Silicon Valley collectively.
0:06:14 · watch on youtube.com↗
Their wordsSo, I don't believe that that's going to happen. I do think that model progress is happening faster than ever before.
0:06:47 · watch on youtube.com↗
Their wordsSo, I think we might be overestimating how many problems are intelligence bound versus bound by other things.
0:09:45 · watch on youtube.com↗
Their wordsSo, I do think that like the most ambitious companies are rethinking everything around the models. And those that are a little less ambitious or perhaps a little earlier are thinking more about how do we give people and existing orgs existing job functions access to the technology.
0:13:18 · watch on youtube.com↗
Their wordsSo, I think we're going to see this sort of cascading set of everything from a loop per person, loop per job function, loop across entire business units to, you know, loops that can run large parts of the company.
0:15:15 · watch on youtube.com↗
Their wordsyou know, the loop will help you climb to the local maxima, but then it plateaus. And you need some sort of out of distribution thinking, you need human intuition, you need somebody to actually help you land at the base of the next hill.
0:17:43 · watch on youtube.com↗
Their wordsI think a lot of PMs are going to realize they're actually not that good at zero-to-one and it's much more fulfilling to work on someone else's good idea than your own bad idea.
0:21:28 · watch on youtube.com↗
Their wordsUm I think the most useful question to ask yourself as a founder CEO is just, "Hey, if we assume these things are infinitely um intelligent and astonishingly cheap, how would we reorganize the company?" Cuz that's where we're going.
0:26:53 · watch on youtube.com↗
Our reading
AI models are not commodities, and people who think they are fungible have not actually used them.
Their wordsI think for people who believe the models are commodities or totally fungible, you just haven't actually used the models.
0:32:18 · watch on youtube.com↗
Their wordsI think that we believe that people want to be more productive, but they don't. I think more people want to spend time than save time.
0:33:04 · watch on youtube.com↗
Their wordsLenny, in many ways we spent 40 years building a technology that enables better spreadsheets, right? We built this like technology that extends our intellect, but nothing to extend our soul.
0:33:40 · watch on youtube.com↗
Their wordsHow do we apply these tech this technology to those areas? That's what I want to see more of. And And again, I don't think it's a model or a capability challenge, it's just a product design challenge.
0:37:29 · watch on youtube.com↗
Their wordsIt kind of unbundles skill from desire. For example, if you want to make music, you can make music now. You don't have to know how to play the piano.
0:40:34 · watch on youtube.com↗
Their wordsThe most important thing that we can do with AI to change the kind of conversation around it is make important things cheap. There's two things that are extraordinarily important in America that have only gotten more expensive, right? Health care and education.
0:43:49 · watch on youtube.com↗
Their wordsUm but I think the sort of concept of the model that's too dangerous to release, it it kind of conflates marketing, um inference capacity, and then also economic considerations like do you want to externalize your competitive advantage or use it to make yourself better?
0:47:04 · watch on youtube.com↗
Their wordsI mean, I think that the entire trend of human existence has been that our desires grow faster than our ability to fulfill them.
0:55:40 · watch on youtube.com↗
Their wordsAnd then, I think the other is that we seem to have forgotten that the classic moats, none of the classic moats are based on how hard it is to make the software.
0:57:35 · watch on youtube.com↗
Their wordsI've learned in that the big ideas are always supported by a dozen small ideas that are invisible. And even if somebody replicates your big idea, they they never see the small ideas that make the big idea work.
1:01:27 · watch on youtube.com↗
Their wordsI always say that nobody has a growth problem these days, they have a product problem.
1:05:18 · watch on youtube.com↗
Their wordsI think today we're almost seeing the opposite problem where, you know, an idea that's too small is not something that we want to engage with.