Folgen
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Oege de Moor, the creator of GitHub Copilot, discusses how XBOW’s AI offensive security system matches and even outperforms top human penetration testers, completing security assessments in minutes instead of days. The team’s speed and focus is transforming the niche market of pen testing with an always-on service-as-a-software platform. Oege describes how he is building a large and sustainable business while also creating a product that will “protect all the software in the free world.” XBOW shows how AI is essential for protecting software systems as the amount of AI-generated code increases along with the scale and sophistication of cyber threats.
Hosted by: Konstantine Buhler and Sonya Huang, Sequoia Capital
Mentioned in this episode:
Semmle: Oege’s previous startup, a code analysis tool to secure software, acquired in 2019 by GitHub
Nico Waisman: Head of security at XBOW, previously a researcher at Semmle
The Bitter Lesson: Highly influential post by Richard Sutton
HackerOne: Cybersecurity company that runs one of the largest bug bounty programs
Suno: AI songwriting app that Oege loves
Machines of Loving Grace: Essay by Anthropic founder, Dario Amodei -
When ChatGPT ushered in a new paradigm of AI in everyday use, many companies attempted to adapt to the new paradigm by rushing to add chat interfaces to their products. Eric has a different take—he doesn’t think chatbots are the right form factor for everything. He thinks “zero-touch” automation that works invisibly in the background can be more valuable in many cases. He cites self-driving cars as an analogy—or in this case, “self-driving money.” Ramp is a new kind of finance management company for businesses, offering AI-powered financial tools to help companies handle spending and expense processes. We’ll hear why Eric thinks AI that you never see is one of the most powerful instruments for reducing time spent on drudgery and unlocking more time for meaningful work.
Hosted by: Ravi Gupta and Sonya Huang, Sequoia Capital
Mentioned in this episode:
Paribus: Glyman’s previous company, acquired by Capital One in 2016
Karim Atiyeh: Cofounder and CTO at Ramp and Glyman’s cofounder at Paribus
Devin: AI agent product from Cognition Labs and Glyman’s favorite AI app
Hit Refresh: Book by Satya Nadella -
Fehlende Folgen?
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Founded in early 2023 after spending years at Stripe and OpenAI, Gabriel Hubert and Stanislas Polu started Dust with the view that one model will not rule them all, and that multi-model integration will be key to getting the most value out of AI assistants. In this episode we’ll hear why they believe the proprietary data you have in silos will be key to unlocking the full power of AI, get their perspective on the evolving model landscape, and how AI can augment rather than replace human capabilities.
Hosted by: Konstantine Buhler and Pat Grady, Sequoia Capital
00:00 - Introduction
02:16 - One model will not rule them all
07:15 - Reasoning breakthroughs
11:15 - Trends in AI models
13:32 - The future of the open source ecosystem
16:16 - Model quality and performance
21:44 - “No GPUs before PMF”
27:24 - Dust in action
37:40 - How do you find “the makers”
42:36 - The beliefs Dust lives by
50:03 - Keeping the human in the loop
52:33 - Second time founders
56:15 - Lightning round -
Clay is leveraging AI to help go-to-market teams unleash creativity and be more effective in their work, powering custom workflows for everything from targeted outreach to personalized landing pages. It’s one of the fastest growing AI-native applications, with over 4,500 customers and 100,000 users. Founder and CEO Kareem Amin describes Clay’s technology, and its approach to balancing imagination and automation in order to help its customers achieve new levels of go-to-market success.
Hosted by: Alfred Lin, Sequoia Capital -
Can GenAI allow us to connect our imagination to what we see on our screens? Decart’s Dean Leitersdorf believes it can.
In this episode, Dean Leitersdorf breaks down how Decart is pushing the boundaries of compute in order to create AI-generated consumer experiences, from fully playable video games to immersive worlds. From achieving real-time video inference on existing hardware to building a fully vertically integrated stack, Dean explains why solving fundamental limitations rather than specific problems could lead to the next trillion-dollar company.
Hosted by: Sonya Huang and Shaun Maguire, Sequoia Capital
00:00 Introduction
03:22 About Oasis
05:25 Solving a problem vs overcoming a limitation
08:42 The role of game engines
11:15 How video real-time inference works
14:10 World model vs pixel representation
17:17 Vertical integration
34:20 Building a moat
41:35 The future of consumer entertainment
43:17 Rapid fire questions -
Years before co-founding Glean, Arvind was an early Google employee who helped design the search algorithm. Today, Glean is building search and work assistants inside the enterprise, which is arguably an even harder problem. One of the reasons enterprise search is so difficult is that each individual at the company has different permissions and access to different documents and information, meaning that every search needs to be fully personalized. Solving this difficult ingestion and ranking problem also unlocks a key problem for AI: feeding the right context into LLMs to make them useful for your enterprise context. Arvind and his team are harnessing generative AI to synthesize, make connections, and turbo-change knowledge work. Hear Arvind’s vision for what kind of work we’ll do when work AI assistants reach their potential.
Hosted by: Sonya Huang and Pat Grady, Sequoia Capital
00:00 - Introduction
08:35 - Search rankings
11:30 - Retrieval-Augmented Generation
15:52 - Where enterprise search meets RAG
19:13 - How is Glean changing work?
26:08 - Agentic reasoning
31:18 - Act 2: application platform
33:36 - Developers building on Glean
35:54 - 5 years into the future
38:48 - Advice for founders -
In recent years there’s been an influx of theoretical physicists into the leading AI labs. Do they have unique capabilities suited to studying large models or is it just herd behavior? To find out, we talked to our former AI Fellow (and now OpenAI researcher) Dan Roberts.
Roberts, co-author of The Principles of Deep Learning Theory, is at the forefront of research that applies the tools of theoretical physics to another type of large complex system, deep neural networks. Dan believes that DLLs, and eventually LLMs, are interpretable in the same way a large collection of atoms is—at the system level. He also thinks that emphasis on scaling laws will balance with new ideas and architectures over time as scaling asymptotes economically.
Hosted by: Sonya Huang and Pat Grady, Sequoia Capital
Mentioned in this episode:
The Principles of Deep Learning Theory: An Effective Theory Approach to Understanding Neural Networks, by Daniel A. Roberts, Sho Yaida, Boris Hanin
Black Holes and the Intelligence Explosion: Extreme scenarios of AI focus on what is logically possible rather than what is physically possible. What does physics have to say about AI risk?
Yang-Mills & The Mass Gap: An unsolved Millennium Prize problem
AI Math Olympiad: Dan is on the prize committee -
NotebookLM from Google Labs has become the breakout viral AI product of the year. The feature that catapulted it to viral fame is Audio Overview, which generates eerily realistic two-host podcast audio from any input you upload—written doc, audio or video file, or even a PDF. But to describe NotebookLM as a “podcast generator” is to vastly undersell it. The real magic of the product is in offering multi-modal dimensions to explore your own content in new ways—with context that’s surprisingly additive. 200-page training manuals become synthesized into digestible chapters, turned into a 10-minute podcast—or both—and shared with the sales team, just to cite one example. Raiza Martin and Jason Speilman join us to discuss how the magic happens, and what’s next for source-grounded AI.
Hosted by: Sonya Huang and Pat Grady, Sequoia Capital -
All of us as consumers have felt the magic of ChatGPT—but also the occasional errors and hallucinations that make off-the-shelf language models problematic for business use cases with no tolerance for errors. Case in point: A model deployed to help create a summary for this episode stated that Sridhar Ramaswamy previously led PyTorch at Meta. He did not. He spent years running Google’s ads business and now serves as CEO of Snowflake, which he describes as the data cloud for the AI era.
Ramaswamy discusses how smart systems design helped Snowflake create reliable "talk-to-your-data" applications with over 90% accuracy, compared to around 45% for out-of-the-box solutions using off the shelf LLMs. He describes Snowflake's commitment to making reliable AI simple for their customers, turning complex software engineering projects into straightforward tasks.
Finally, he stresses that even as frontier models progress, there is significant value to be unlocked from current models by applying them more effectively across various domains.
Hosted by: Sonya Huang and Pat Grady, Sequoia Capital
Mentioned in this episode:
Cortex Analyst: Snowflake’s talk-to-your-data API
Document AI: Snowflake feature that extracts in structured information from documents -
Combining LLMs with AlphaGo-style deep reinforcement learning has been a holy grail for many leading AI labs, and with o1 (aka Strawberry) we are seeing the most general merging of the two modes to date. o1 is admittedly better at math than essay writing, but it has already achieved SOTA on a number of math, coding and reasoning benchmarks.
Deep RL legend and now OpenAI researcher Noam Brown and teammates Ilge Akkaya and Hunter Lightman discuss the ah-ha moments on the way to the release of o1, how it uses chains of thought and backtracking to think through problems, the discovery of strong test-time compute scaling laws and what to expect as the model gets better.
Hosted by: Sonya Huang and Pat Grady, Sequoia Capital
Mentioned in this episode:
Learning to Reason with LLMs: Technical report accompanying the launch of OpenAI o1.
Generator verifier gap: Concept Noam explains in terms of what kinds of problems benefit from more inference-time compute.
Agent57: Outperforming the human Atari benchmark, 2020 paper where DeepMind demonstrated “the first deep reinforcement learning agent to obtain a score that is above the human baseline on all 57 Atari 2600 games.”
Move 37: Pivotal move in AlphaGo’s second game against Lee Sedol where it made a move so surprising that Sedol thought it must be a mistake, and only later discovered he had lost the game to a superhuman move.
IOI competition: OpenAI entered o1 into the International Olympiad in Informatics and received a Silver Medal.
System 1, System 2: The thesis if Danial Khaneman’s pivotal book of behavioral economics, Thinking, Fast and Slow, that positied two distinct modes of thought, with System 1 being fast and instinctive and System 2 being slow and rational.
AlphaZero: The predecessor to AlphaGo which learned a variety of games completely from scratch through self-play. Interestingly, self-play doesn’t seem to have a role in o1.
Solving Rubik’s Cube with a robot hand: Early OpenAI robotics paper that Ilge Akkaya worked on.
The Last Question: Science fiction story by Isaac Asimov with interesting parallels to scaling inference-time compute.
Strawberry: Why?
O1-mini: A smaller, more efficient version of 1 for applications that require reasoning without broad world knowledge.
00:00 - Introduction
01:33 - Conviction in o1
04:24 - How o1 works
05:04 - What is reasoning?
07:02 - Lessons from gameplay
09:14 - Generation vs verification
10:31 - What is surprising about o1 so far
11:37 - The trough of disillusionment
14:03 - Applying deep RL
14:45 - o1’s AlphaGo moment?
17:38 - A-ha moments
21:10 - Why is o1 good at STEM?
24:10 - Capabilities vs usefulness
25:29 - Defining AGI
26:13 - The importance of reasoning
28:39 - Chain of thought
30:41 - Implication of inference-time scaling laws
35:10 - Bottlenecks to scaling test-time compute
38:46 - Biggest misunderstanding about o1?
41:13 - o1-mini
42:15 - How should founders think about o1? -
Adding code to LLM training data is a known method of improving a model’s reasoning skills. But wouldn’t math, the basis of all reasoning, be even better? Up until recently, there just wasn’t enough usable data that describes mathematics to make this feasible.
A few years ago, Vlad Tenev (also founder of Robinhood) and Tudor Achim noticed the rise of the community around an esoteric programming language called Lean that was gaining traction among mathematicians. The combination of that and the past decade’s rise of autoregressive models capable of fast, flexible learning made them think the time was now and they founded Harmonic. Their mission is both lofty—mathematical superintelligence—and imminently practical, verifying all safety-critical software.
Hosted by: Sonya Huang and Pat Grady, Sequoia Capital
Mentioned in this episode:
IMO and the Millennium Prize: Two significant global competitions Harmonic hopes to win (soon)
Riemann hypothesis: One of the most difficult unsolved math conjectures (and a Millenium Prize problem) most recently in the sights of MIT mathematician Larry Guth
Terry Tao: perhaps the greatest living mathematician and Vlad’s professor at UCLA
Lean: an open source functional language for code verification launched by Leonardo de Moura when at Microsoft Research in 2013 that powers the Lean Theorem Prover
mathlib: the largest math textbook in the world, all written in Lean
Metaculus: online prediction platform that tracks and scores thousands of forecasters
Minecraft Beaten in 20 Seconds: The video Vlad references as an analogy to AI math
Navier-Stokes equations: another important Millenium Prize math problem. Vlad considers this more tractable that Riemann
John von Neumann: Hungarian mathematician and polymath that made foundational contributions to computing, the Manhattan Project and game theory
Gottfried Wilhelm Leibniz: co-inventor of calculus and (remarkably) creator of the “universal characteristic,” a system for reasoning through a language of symbols and calculations—anticipating Lean and Harmonic by 350 years!
00:00 - Introduction
01:42 - Math is reasoning
06:16 - Studying with the world's greatest living mathematician
10:18 - What does the math community think of AI math?
15:11 - Recursive self-improvement
18:31 - What is Lean?
21:05 - Why now?
22:46 - Synthetic data is the fuel for the model
27:29 - How fast will your model get better?
29:45 - Exploring the frontiers of human knowledge
34:11 - Lightning round -
AI researcher Jim Fan has had a charmed career. He was OpenAI’s first intern before he did his PhD at Stanford with “godmother of AI,” Fei-Fei Li. He graduated into a research scientist position at Nvidia and now leads its Embodied AI “GEAR” group. The lab’s current work spans foundation models for humanoid robots to agents for virtual worlds.
Jim describes a three-pronged data strategy for robotics, combining internet-scale data, simulation data and real world robot data. He believes that in the next few years it will be possible to create a “foundation agent” that can generalize across skills, embodiments and realities—both physical and virtual. He also supports Jensen Huang’s idea that “Everything that moves will eventually be autonomous.”
Hosted by: Stephanie Zhan and Sonya Huang, Sequoia Capital
Mentioned in this episode:
World of Bits: Early OpenAI project Jim worked on as an intern with Andrej Karpathy. Part of a bigger initiative called Universe
Fei-Fei Li: Jim’s PhD advisor at Stanford who founded the ImageNet project in 2010 that revolutionized the field of visual recognition, led the Stanford Vision Lab and just launched her own AI startup, World Labs
Project GR00T: Nvidia’s “moonshot effort” at a robotic foundation model, premiered at this year’s GTC
Thinking Fast and Slow: Influential book by Daniel Kahneman that popularized some of his teaching from behavioral economics
Jetson Orin chip: The dedicated series of edge computing chips Nvidia is developing to power Project GR00T
Eureka: Project by Jim’s team that trained a five finger robot hand to do pen spinning
MineDojo: A project Jim did when he first got to Nvidia that developed a platform for general purpose agents in the game of Minecraft. Won NeurIPS 2022 Outstanding Paper Award
ADI: artificial dog intelligence
Mamba: Selective State Space Models, an alternative architecture to Transformers that Jim is interested in (original paper here)
00:00 Introduction
01:35 Jim’s journey to embodied intelligence
04:53 The GEAR Group
07:32 Three kinds of data for robotics
10:32 A GPT-3 moment for robotics
16:05 Choosing the humanoid robot form factor
19:37 Specialized generalists
21:59 GR00T gets its own chip
23:35 Eureka and Issac Sim
25:23 Why now for robotics?
28:53 Exploring virtual worlds
36:28 Implications for games
39:13 Is the virtual world in service of the physical world?
42:10 Alternative architectures to Transformers
44:15 Lightning round -
There’s a new archetype in Silicon Valley, the AI researcher turned founder. Instead of tinkering in a garage they write papers that earn them the right to collaborate with cutting-edge labs until they break out and start their own.
This is the story of wunderkind Eric Steinberger, the founder and CEO of Magic.dev. Eric came to programming through his obsession with AI and caught the attention of DeepMind researchers as a high school student. In 2022 he realized that AGI was closer than he had previously thought and started Magic to automate the software engineering necessary to get there. Among his counterintuitive ideas are the need to train proprietary large models, that value will not accrue in the application layer and that the best agents will manage themselves. Eric also talks about Magic’s recent 100M token context window model and the HashHop eval they’re open sourcing.
Hosted by: Sonya Huang, Sequoia Capital
Mentioned in this episode:
David Silver: DeepMind researcher that led the AlphaGo team
Johannes Heinrich: a PhD student of Silver’s and DeepMind researcher who mentored Eric as a highschooler
Reinforcement Learning from Self-Play in Imperfect-Information Games: Johannes’s dissertation that inspired Eric
Noam Brown: DeepMind, Meta and now OpenAI reinforcement learning researcher who eventually collaborated with Eric and brought him to FAIR
ClimateScience: NGO that Eric co-founded in 2019 while a university student
Noam Shazeer: One of the original Transformers researchers at Google and founder of Charater.ai
DeepStack: Expert-Level Artificial Intelligence in Heads-Up No-Limit Poker: the first AI paper Eric ever tried to deeply understand
LTM-2-mini: Magic’s first 100M token context model, build using the HashHop eval (now available open source)
00:00 - Introduction
01:39 - Vienna-born wunderkind
04:56 - Working with Noam Brown
8:00 - “I can do two things. I cannot do three.”
10:37 - AGI to-do list
13:27 - Advice for young researchers
20:35 - Reading every paper voraciously
23:06 - The army of Noams
26:46 - The leaps still needed in research
29:59 - What is Magic?
36:12 - Competing against the 800-pound gorillas
38:21 - Ideal team size for researchers
40:10 - AI that feels like a colleague
44:30 - Lightning round
47:50 - Bonus round: 200M token context announcement -
On Training Data, we learn from innovators pushing forward the frontier of AI’s capabilities. Today we’re bringing you something different. It’s the story of a company currently implementing AI at scale in the enterprise, and how it was built from a bootstrapped idea in the pre-AI era to a 150 billion dollar market cap giant.
It’s the Season 2 premiere of Sequoia’s other podcast, Crucible Moments, where we hear from the founders and leaders of some legendary companies about the crossroads and inflection points that shaped their journeys. In this episode, you’ll hear from Fred Luddy and Frank Slootman about building and scaling ServiceNow. Listen to Crucible Moments wherever you get your podcasts or go to:
Spotify: https://open.spotify.com/show/40bWCUSan0boCn0GZJNpPn
Apple: https://podcasts.apple.com/us/podcast/crucible-moments/id1705282398
Hosted by: Roelof Botha, Sequoia Capital
Transcript: https://www.sequoiacap.com/podcast/crucible-moments-servicenow/ -
Customer service is hands down the first killer app of generative AI for businesses. The reasons are simple: the costs of existing solutions are so high, the satisfaction so low and the margin for ROI so wide. But trusting your interactions with customers to hallucination-prone LLMs can be daunting.
Enter Sierra. Co-founder Clay Bavor walks us through the sophisticated engineering challenges his team solved along the way to delivering AI agents for all aspects of the customer experience that are delightful, safe and reliable—and being deployed widely by Sierra’s customers. The Company’s AgentOS enables businesses to create branded AI agents to interact with customers, follow nuanced policies and even handle customer retention and upsell. Clay describes how companies can capture their brand voice, values and internal processes to create AI agents that truly represent the business.
Hosted by: Ravi Gupta and Pat Grady, Sequoia Capital
Mentioned in this episode:
Bret Taylor: co-founder of Sierra
Towards a Human-like Open-Domain Chatbot: 2020 Google paper that introduced Meena, a predecessor of ChatGPT (followed by LaMDA in 2021)
PaLM: Scaling Language Modeling with Pathways: 2022 Google paper about their unreleased 540B parameter transformer model (GPT-3, at the time, had 175B)
Avocado chair: Images generated by OpenAI’s DALL·E model in 2022
Large Language Models Understand and Can be Enhanced by Emotional Stimuli: 2023 Microsoft paper on how models like GPT-4 can be manipulated into providing better results
𝛕-bench: A Benchmark for Tool-Agent-User Interaction in Real-World Domains: 2024 paper authored by Sierra research team, led by Karthik Narasimhan (co-author of the 2022 ReACT paper and the 2023 Reflexion paper)
00:00:00 Introduction
00:01:21 Clay’s background
00:03:20 Google before the ChatGPT moment
00:07:31 What is Sierra?
00:12:03 What’s possible now that wasn’t possible 18 months ago?
00:17:11 AgentOS
00:23:45 The solution to many problems with AI is more AI
00:28:37 𝛕-bench
00:33:19 Engineering task vs research task
00:37:27 What tasks can you trust an agent with now?
00:43:21 What metrics will move?
00:46:22 The reality of deploying AI to customers today
00:53:33 The experience manager
01:03:54 Outcome-based pricing
01:05:55 Lightning Round -
After AlphaGo beat Lee Sedol, a young mechanical engineer at Google thought of another game reinforcement learning could win: energy optimization at data centers. Jim Gao convinced his bosses at the Google data center team to let him work with the DeepMind team to try. The initial pilot resulted in a 40% energy savings and led he and his co-founders to start Phaidra to turn this technology into a product.
Jim discusses the challenges of AI readiness in industrial settings and how we have to build on top of the control systems of the 70s and 80s to achieve the promise of the Fourth Industrial Revolution. He believes this new world of self-learning systems and self-improving infrastructure is a key factor in addressing global climate change.
Hosted by: Sonya Huang and Pat Grady, Sequoia Capital
Mentioned in this episode:
Mustafa Suleyman: Co-founder of DeepMind and Inflection AI and currently CEO of Microsoft AI, known to his friends as “Moose”
Joe Kava: Google VP of data centers who Jim sent his initial email to pitching the idea that would eventually become Phaidra
Constrained optimization: the class of problem that reinforcement learning can be applied to in real world systems
Vedavyas Panneershelvam: co-founder and CTO of Phaidra; one of the original engineers on the AlphaGo project
Katie Hoffman: co-founder, President and COO of Phaidra
Demis Hassabis: CEO of DeepMind -
In the first wave of the generative AI revolution, startups and enterprises built on top of the best closed-source models available, mostly from OpenAI. The AI customer journey moves from training to inference, and as these first products find PMF, many are hitting a wall on latency and cost.
Fireworks Founder and CEO Lin Qiao led the PyTorch team at Meta that rebuilt the whole stack to meet the complex needs of the world’s largest B2C company. Meta moved PyTorch to its own non-profit foundation in 2022 and Lin started Fireworks with the mission to compress the timeframe of training and inference and democratize access to GenAI beyond the hyperscalers to let a diversity of AI applications thrive.
Lin predicts when open and closed source models will converge and reveals her goal to build simple API access to the totality of knowledge.
Hosted by: Sonya Huang and Pat Grady, Sequoia Capital
Mentioned in this episode:
Pytorch: the leading framework for building deep learning models, originated at Meta and now part of the Linux Foundation umbrella
Caffe2 and ONNX: ML frameworks Meta used that PyTorch eventually replaced
Conservation of complexity: the idea that that every computer application has inherent complexity that cannot be reduced but merely moved between the backend and frontend, originated by Xerox PARC researcher Larry Tesler
Mixture of Experts: a class of transformer models that route requests between different subsets of a model based on use case
Fathom: a product the Fireworks team uses for video conference summarization
LMSYS Chatbot Arena: crowdsourced open platform for LLM evals hosted on Hugging Face
00:00 - Introduction
02:01 - What is Fireworks?
02:48 - Leading Pytorch
05:01 - What do researchers like about PyTorch?
07:50 - How Fireworks compares to open source
10:38 - Simplicity scales
12:51 - From training to inference
17:46 - Will open and closed source converge?
22:18 - Can you match OpenAI on the Fireworks stack?
26:53 - What is your vision for the Fireworks platform?
31:17 - Competition for Nvidia?
32:47 - Are returns to scale starting to slow down?
34:28 - Competition
36:32 - Lightning round -
GithHub invented collaborative coding and in the process changed how open source projects, startups and eventually enterprises write code. GitHub Copilot is the first blockbuster product built on top of OpenAI’s GPT models. It now accounts for more than 40 percent of GitHub revenue growth for an annual revenue run rate of $2 billion. Copilot itself is already a larger business than all of GitHub was when Microsoft acquired it in 2018.
We talk to CEO Thomas Dohmke about how a small team at GitHub built on top of GPT-3 and quickly created a product that developers love—and can’t live without. Thomas describes how the product has grown from simple autocomplete to a fully featured workspace for enterprise teams. He also believes that tools like Copilot will bring the power of coding to a billion developers by 2030.
Hosted by: Stephanie Zhan and Sonya Huang, Sequoia Capital
Mentioned in this episode:
Nat Friedman: Former Microsoft VP (and now investor) who came up with the idea that Microsoft should buy GitHub
Oege de Moor: Github developer (and now founder of XBOW) who came up with the idea of using GPT-3 for code and went on to create Copilot
Alex Graveley: principal engineer and Chief Architect for Copilot (now CEO of Minion.ai) who came up with the name Copilot (because his boss, Nat Firedman, is an amateur pilot)
Productivity Assessment of Neural Code Completion: Original GitHub research paper on the impact of Copilot on Developer productivity
Escaping a room in Minecraft with an AI-powered NPC: Recent Minecraft AI assistant demo from Microsoft
With AI, anyone can be a coder now: TED2024 talk by Thomas Dohmke
JFrog: The software supply chain platform that GitHub just partnered with
00:00:00 - Introduction
00:01:18 - Getting started with code
00:03:43 - Microsoft’s acquisition of GitHub
00:11:40 - Evolving Copilot beyond autocomplete
00:14:18 - In hindsight, you can always move faster
00:15:56 - Building on top of OpenAI
00:20:21 - The latest metrics
00:22:11 - The surprise of Copilot’s impact
00:25:11 - Teaching kids to code in the age of Copilot
00:26:38 - The momentum mindset
00:29:46 - Agents vs Copilots
00:32:06 - The Roadmap
00:37:31 - Making maintaining software easier
00:38:48 - The creative new world
00:42:38 - The AI 10x software engineer
00:45:12 - Creativity and systems engineering in AI
00:48:55 - What about COBOL?
00:50:23 - Will GitHub build its own models?
00:57:19 - Rapid incubation at GitHub Next
00:59:21 - The future of AI?
01:03:18 - Advice for founders
01:05:08 - Lightning round -
As head of Product Management for Generative AI at Meta, Joe Spisak leads the team behind Llama, which just released the new 3.1 405B model. We spoke with Joe just two days after the model’s release to ask what’s new, what it enables, and how Meta sees the role of open source in the AI ecosystem.
Joe shares that where Llama 3.1 405B really focused is on pushing scale (it was trained on 15 trillion tokens using 16,000 GPUs) and he’s excited about the zero-shot tool use it will enable, as well as its role in distillation and generating synthetic data to teach smaller models. He tells us why he thinks even frontier models will ultimately commoditize—and why that’s a good thing for the startup ecosystem.
Hosted by: Stephanie Zhan and Sonya Huang, Sequoia Capital
Mentioned in this episode:
Llama 3.1 405B paper
Open Source AI Is the Way Forward: Mark Zuckerberg essay released with Llama 3.1.
Mistral Large 2
The Bitter Lesson by Rich Sutton
00:00 Introduction
01:28 The Llama 3.1 405B launch
05:02 The open source license
07:01 What's in it for Meta?
10:19 Why not open source?
11:16 Will frontier models commoditize?
12:41 What about startups?
16:29 The Mistral team
19:36 Are all frontier strategies comparable?
22:38 Is model development becoming more like software development?
26:34 Agentic reasoning
29:09 What future levers will unlock reasoning?
31:20 Will coding and math lead to unlocks?
33:09 Small models
34:08 7X more data
37:36 Are we going to hit a wall?
39:49 Lightning round -
In February, Sebastian Siemiatkowski boldly announced that Klarna’s new OpenAI-powered assistant handled two thirds of the Swedish fintech’s customer service chats in its first month. Not only were customer satisfaction metrics better, but by replacing 700 full-time contractors the bottom line impact is projected to be $40M. Since then, every company we talk to wants to know, “How do we get the Klarna customer support thing?”
Co-founder and CEO Sebastian Siemiatkowski tells us how the Klarna team shipped this new product in record time—and how embracing AI internally with an experimental mindset is transforming the company. He discusses how AI development is proliferating inside the company, from customer support to marketing to internal knowledge to customer-facing experiences.
Sebastian also reflects on the impacts of AI on employment, society, and the arts while encouraging lawmakers to be open minded about the benefits.
Hosted by: Sonya Huang and Pat Grady, Sequoia Capital
Mentioned in this episode:
DeepL: Language translation app that Sebastian says makes 10,000 translators in Brussels redundant
The Klarna brand: The offbeat optimism that the company is now augmenting with AI
Neo4j: The graph database management system that Klarna is using to build Kiki, their internal knowledge base
00:00 Introduction
01:57 Klarna’s business
03:00 Pitching OpenAI
08:51 How we built this
10:46 Will Klara ever completely replace its CS team with AI?
14:22 The benefits
17:25 If you had a policy magic wand…
21:12 What jobs will be most affected by AI?
23:58 How about marketing?
27:55 How creative are LLMs?
30:11 Klarna’s knowledge graph, Kiki
33:10 Reducing the number of enterprise systems
35:24 Build vs buy?
39:59 What’s next for Klarna with AI?
48:48 Lightning round - Mehr anzeigen
