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, ...
Oct 22, 2024•42 min
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 add...
Oct 15, 2024•32 min
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...
Oct 08, 2024•59 min
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, ...
Oct 02, 2024•45 min
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 p...
Sep 24, 2024•40 min
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 th...
Sep 17, 2024•49 min
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 p...
Sep 10, 2024•51 min
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 in...
Sep 03, 2024•43 min
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...
Aug 27, 2024•1 hr 13 min
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 buil...
Aug 20, 2024•51 min
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...
Aug 13, 2024•39 min
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...
Aug 06, 2024•1 hr 8 min
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 ...
Jul 30, 2024•42 min
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 tea...
Jul 23, 2024•52 min
LLMs are democratizing digital intelligence, but we’re all waiting for AI agents to take this to the next level by planning tasks and executing actions to actually transform the way we work and live our lives. Yet despite incredible hype around AI agents, we’re still far from that “tipping point” with best in class models today. As one measure: coding agents are now scoring in the high-teens % on the SWE-bench benchmark for resolving GitHub issues, which far exceeds the previous unassisted basel...
Jul 16, 2024•1 hr 7 min
The current LLM era is the result of scaling the size of models in successive waves (and the compute to train them). It is also the result of better-than-Moore’s-Law price vs performance ratios in each new generation of Nvidia GPUs. The largest platform companies are continuing to invest in scaling as the prime driver of AI innovation. Are they right, or will marginal returns level off soon, leaving hyperscalers with too much hardware and too few customer use cases? To find out, we talk to Micro...
Jul 09, 2024•1 hr
As impressive as LLMs are, the growing consensus is that language, scale and compute won’t get us to AGI. Although many AI benchmarks have quickly achieved human-level performance, there is one eval that has barely budged since it was created in 2019. Google researcher François Chollet wrote a paper that year defining intelligence as skill-acquisition efficiency—the ability to learn new skills as humans do, from a small number of examples. To make it testable he proposed a new benchmark, the Abs...
Jul 02, 2024•55 min
Archimedes said that with a large enough lever, you can move the world. For decades, software engineering has been that lever. And now, AI is compounding that lever. How will we use AI to apply 100 or 1000x leverage to the greatest lever to move the world? Matan Grinberg and Eno Reyes, co-founders of Factory, have chosen to do things differently than many of their peers in this white-hot space. They sell a fleet of “Droids,” purpose-built dev agents which accomplish different tasks in the softwa...
Jun 25, 2024•59 min
Last year, AutoGPT and Baby AGI captured our imaginations—agents quickly became the buzzword of the day…and then things went quiet. AutoGPT and Baby AGI may have marked a peak in the hype cycle, but this year has seen a wave of agentic breakouts on the product side, from Klarna’s customer support AI to Cognition’s Devin, etc. Harrison Chase of LangChain is focused on enabling the orchestration layer for agents. In this conversation, he explains what’s changed that’s allowing agents to improve pe...
Jun 18, 2024•50 min
Join us as we train our neural nets on the theme of the century: AI. Sequoia Capital partners Sonya Huang and Pat Grady host conversations with leading AI builders and researchers to ask critical questions and develop a deeper understanding of the evolving technologies and their implications for technology, business and society. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to b...
Jun 05, 2024•1 min
