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Show hosts Joe (Eng VP) and Jordan (M&A Deal Lead) worked at various companies from Google, Apple, Facebook, Microsoft, Salesforce, Slack, Carta, Splunk, Wealthfront, Adobe, and more.
#ai #openai
Chapters
**Description:**
A deep dive into the AI race, OpenAI’s strategic moves, and Larry Page’s new AI startup shaking up manufacturing.
⏰ **Time Codes:**
00:00 - Welcome to the SVIC podcast
00:35 - AI race to the bottom: A brief history of model releases
03:27 - Discussion on diminishing returns in AI advancements
04:21 - OpenAI’s strategy of holding back models
05:11 - AI startups rushing to release models vs. OpenAI’s controlled approach
06:15 - The cost of AI development and VC funding concerns
07:39 - The economic limits of AI model scaling
08:14 - Technology trends and the S-curve of AI development
08:49 - OpenAI’s competitive strategy in the API game
10:02 - OpenAI’s revenue projections and business model focus
11:10 - Competition in AI APIs: Price, consistency, and enterprise adoption
12:39 - Enterprise AI adoption challenges and switching costs
13:51 - OpenAI expanding into search, word processing, and automation
15:59 - The advantage of building both foundation models and products
16:47 - How user data influences AI model improvements
17:26 - The value of data over revenue in AI businesses
18:31 - AI’s future in automating repetitive tasks
19:10 - Larry Page’s new AI startup, Dynatomics, and its focus on manufacturing
