Sarah Guo
Conviction186Videos1Sendungen2023 – 2026Zeitraum
OFT ZUSAMMEN MIT
Folgen und Vorträge
186 insgesamt · neueste zuerst202630 insgesamt
The Defenders' Window: Greg Brockman on AI-Generated Knowledge, Drug Discovery, and the New Physics of CybersecurityModeration: Elad GilModerationEN10,000 GB300s for Four Weeks: Reflection’s Open-Model LedgerModeration: Elad GilModerationENCompute Scaled a Millionfold. Bandwidth Only 40x. Fractile Wants to Fix That RatioModeration: Elad GilModerationENThey Paid $7.7 Billion for a Broker — and Intend to Do One Deal a YearModeration: Elad GilModerationENDiffusion Will Win Inference: Stefano Ermon Bets Parallel Tokens Beat Custom SiliconModeration: Elad GilModerationEN76% of Agentic Commerce Is Under 30 Cents — So Coinbase Is Banking the AIsModeration: Elad GilModerationENArm’s 98.5% margin business just started shipping chipsModeration: Elad GilModerationENGoogle Paid $10 Million for a Bankrupt Airline’s Data. That’s the Moat.Moderation: Elad GilModerationENThe Skull Is Already the Vat: Max Hodak on Restoring SightModeration: Elad GilModerationENComputers Beat Humans at Chess 30 Years Ago. Chess.com Still Has 250 Million PlayersModeration: Elad GilModerationENThree Trillion-Dollar Companies in Five Years. Elad Gil Would Not Bet on a Fleet of Them NextModeration: Elad GilModerationENNetic's Agents Answer the Phone When the Heat BreaksModeration: Elad GilModerationENHalf of Ask DoorDash Orders Hit a New Restaurant. In Ten Years There Will Be More Dashers, Not Fewer.Moderation: Elad GilModerationENThere is no moat: Booking’s CEO on a $1 stock, agentic travel, and why AI still doesn’t move the numbersModeration: Elad GilModerationENTwo Years and Four Months to a Live Reactor: Valar Atomics Wants Energy Ten Times CheaperModeration: Elad GilModerationENThe Benchmark Grid Is Broken: Why Test-Time Compute Has Outrun How We Score ModelsModeration: Elad GilModerationENLip-Bu Tan took the hardest job in chips to save IntelModeration: Elad GilModerationENEvery Company Can Operate at the Frontier — If It Owns the EvalsModeration: Elad GilModerationENAfter Agents Leak Tokens and Wipe Databases, Onyx Trains Small Models to Watch the Big OnesModeration: Elad GilModerationENCerebras Waited Ten Years for a Market That Finally Needed SpeedModeration: Elad GilModerationENThe Philippines Gifted America 4,000 Acres. Pax Silica Wants to Make the AI Supply Chain a BusinessModeration: Elad GilModerationENThe first AI take-private is a $6.3 billion bet that services can grow like softwareModeration: Elad GilModerationENInference Is the Last Market: Baseten’s 30x YearModeration: Elad GilModerationEN400,000 Customers, 20,000 APIs: SAP's CTO on the Hard Exam of Enterprise AIModeration: Elad GilModerationENCopying One ServiceNow App with a Language Model Costs Ten Times as MuchModeration: Elad GilModerationENA millionth of a penny: Jeremy Allaire on the payment rails of the agentic economyModeration: Elad GilModerationENChatGPT Almost Became a Meeting Bot. Its Co-Creator Is Now Rearranging AtomsModeration: Elad GilModerationENAndrej Karpathy Hasn't Typed a Line of Code Since DecemberModeration: Elad GilModerationENEmbryos Survive 30 Years Frozen. Until Wants Organs to Stop Racing Private JetsModeration: Elad GilModerationENJensen Huang’s Year-End Case That Token Costs Can Fall a Billion-Fold Without Killing JobsModeration: Elad GilModerationEN202550 insgesamt
Doctors Are Rushing to AI. Robotics Will Take a Beating First.Moderation: Elad GilModerationENElevenLabs Hit $300 Million ARR by Building Voice Before Anyone Believed It Was the InterfaceModeration: Elad GilModerationENHarvey’s bet: make every law firm AI-first, don’t become oneModeration: Elad GilModerationEN500 Gloves, 10 Million Trajectories, and a $10,000 Home RobotModeration: Elad GilModerationENA New Drug Burns $2 Billion and 10 Years. Benchling's CEO Wants AI to Cut That to ThreeModeration: Elad GilModerationENSnowflake's CEO Tells Customers to Spend AI a Thousand Dollars at a TimeModeration: Elad GilModerationEN86 Out of 100: The Clips No Priors Could Not Leave on the Cutting-Room FloorModeration: Elad GilModerationENThe Turing Test Passed. Warp's CEO Says Nobody Seemed to CareModeration: Elad GilModerationENPeak 700 GW, average 300 GW: Base Power is wiring home batteries into a power plantModeration: Elad GilModerationENSTaR's Author Wants Models With EQ, Not Just More IQModeration: Elad GilModerationENAttacks Take 23 Minutes. Response Still Takes Days.Moderation: Elad GilModerationENTwo Academic Hours a Day, and 96 Percent of Kids Say They Love SchoolModeration: Elad GilModerationENDecagon Prices AI Support by the Conversation. The Market Is Wages.Moderation: Elad GilModerationENA construction permit that took four months now takes three minutesModeration: Elad GilModerationENHow OpenEvidence Became the Clinical OS for 40% of U.S. DoctorsModeration: Elad GilModerationENSeventeen Years of Flat Power, and a Plan to Bring the Factories HomeModeration: Elad GilModerationENHire the AI First: Andrew Ng on Agentic Workflows and the Scarcity of JudgmentModeration: Elad GilModerationENThe Analyst Tracking 200 GPU Clouds Breaks Nvidia Into a Three-Headed DragonModeration: Elad GilModerationENA Click From OpenAI Is 750 Times Harder Than From Google a Decade AgoModeration: Elad GilModerationEN
State of Startups and AI 2025 - Sarah Guo, ConvictionVortragArtikel folgtENThe Weekend DeepSeek Dropped, the White House CalledModeration: Elad GilModerationENA Hundred People, a Billion in Revenue, and Zero Venture MoneyModeration: Elad GilModerationENEnterprise Coding Tools Flipped the 80/20. Reflection AI Built the Other HalfModeration: Elad GilModerationEN$1 of R&D, 35x the return: why Parker Conrad says platforms beat point solutionsModeration: Elad GilModerationENFrom 0.1% to 20%: Chai-2 Turns Antibody Design Into Prompt EngineeringModeration: Elad GilModerationENAlphaEvolve found algorithms humans missed for 50 years — then sped up Gemini 23%Moderation: Elad GilModerationENApplied Intuition Is Worth $15 Billion, Hasn't Spent Its Capital, and Wants to Be the OS for Cars and TanksModeration: Elad GilModerationENBen Mann thinks superintelligence by 2028 is quite possibleModeration: Elad GilModerationENFei-Fei Li’s new bet: AI is incomplete without spatial intelligenceModeration: Elad GilModerationENThe AI Table Is Being Cleared: Two or Three Coding Winners, and Forty Years Without a Biotech GiantModeration: Elad GilModerationEN60 von 186 angezeigt