01:36:33 · John Coogan, Jordi Hays, Jeffrey Morgan
[01:36:33] S1: Is that what banging down here. Wait. Wait. [01:36:35] S0: No. It feels like you have also, like, bottoms up adoption with developers. Yeah. So you maybe need a lighter sort of, like, Salesforce to to actually capitalize on that. [01:36:44] S1: Yeah. What what yeah. What do the next, twelve to eighteen months look like for you? [01:36:47] S3: You hit the nail on the head. Look, we've we've put out a you know, on our site, hey. We're launching a Teams plan. We were inundated with thousands of teams that wanna use Olemma. [01:36:55] S1: Yeah. [01:36:55] S3: And, you know, that's gonna that that's the core mission. Like, look. We've got this critical mass of devs. How do we go solve problems for businesses back to what we were just talking about? And that takes a team. So obviously, we're expanding. We got here with 14 people to to company of this magnitude. Mhmm. But there's a much bigger team to be around the market. [01:37:13] S1: Very [01:37:14] S3: good. And then, of course, you know, one thing Alignment does very special for the larger open models is we host it on US and European servers. [01:37:21] S1: Okay. [01:37:21] S3: A lot of the consumption of open models is going to China or is going to servers where [01:37:26] S1: Sure. [01:37:26] S3: It's there's there's no data retention guarantees. And that's so important for companies. And so that's a compute investment we're making and really enabling, you know, every business in the world to access the most powerful models on compute that's secure and safe in The US or Europe.
01:37:26 · Jeffrey Morgan, Jordi Hays
[01:37:26] S3: It's there's there's no data retention guarantees. And that's so important for companies. And so that's a compute investment we're making and really enabling, you know, every business in the world to access the most powerful models on compute that's secure and safe in The US or Europe. [01:37:41] S0: Will we ever settle the debate on whether the gap between open and frontier models is closing or widening? Because depending on what sort of group somebody is a part of, they tend to have one one view or or the other. But it but I think in in reality, it's probably always kind of going like going like this to some degree. But what's your view?
01:38:06 · Jeffrey Morgan, Jordi Hays, John Coogan
[01:38:06] S3: Yeah. I think you're right. It's oscillating. I mean, I'm a daily GLM five two user through Alomma right now and it's replaced 80% of my coding work. And I think a lot of that's gonna be true of a lot of customers. As for the gap, like to your point, I think it it may widen, it may shrink. I think overall it's shrinking. But but ultimately customers are gonna use a mix. And, you know, for the bulk of their use cases, they're gonna reach for these open models because they can tune them to be much faster. They're obviously much cheaper. And there's always gonna be use cases where you need the frontier. I don't if we'll ever settle the debate. I think ultimately the gap will will continue to shift. I think that's what makes it exciting. Right? It's like every every three months we're able to do something new. We're able to run better agents and quickly open models will catch up and really enable a whole wave of customers that wanna run open models to do that, you know, in their own environment or to customize it to the point where, like, they can even make it more more powerful. The last thing I'll say too is, you know, customers are readily taking these open models and customizing them, and they're actually getting better results often than [01:39:04] S0: Yeah. [01:39:04] S3: You know, just a a stock frontier model. Yeah. And, you know, I think we're just at the beginning of that transformation. [01:39:10] S1: Very cool. Well, congratulations on the progress [01:39:12] S0: Awesome to meet you. [01:39:13] S3: With the round. [01:39:13] S0: Congrats to
01:39:13 · Jordi Hays, John Coogan, Jeffrey Morgan, Thibault Sottiaux, Bernt Øivind Børnich
[01:39:13] S0: Congrats to [01:39:14] S1: the team. For coming on the show. And have a great rest of your week. We'll talk [01:39:16] S0: you Goodbye. [01:39:18] S3: Awesome. Thanks a lot. Cheers. [01:39:20] S1: Let me tell you about Shopify. Shopify is the commerce platform that grows with your business, lets you sell in seconds online, in store, on mobile, on social, on marketplaces, and now with AI agents. Jordy, there is a story. Oh, wait. We actually have our next guest. [01:39:34] S0: Guest of honor. [01:39:35] S1: Now, Tebow from OpenAI. He's the head of core products and platform. Tbo, how are you doing? Congratulations on the launch. [01:39:43] S4: Hey. Thanks. Doing well. [01:39:45] S1: Give us the highlights. [01:39:46] S0: Sleep last night. Do you sleep do you sleep at all? [01:39:51] S4: Yeah. I do sleep. Currently, we have, like, know, maybe five to 10 war rooms going. So, you know, it's just like a little bit it's intense. It's a sport. [01:39:59] S1: Yep. You [01:39:59] S5: know, but we're [01:40:00] S0: hurt to And and you guys like to make it hard on yourselves by launching every every time there's a launch day. It's like, you know, 15 new things. So it makes sense that there's, you know, close to equal amount of war rooms.
01:40:00 · Jordi Hays, John Coogan, Thibault Sottiaux
[01:40:00] S0: hurt to And and you guys like to make it hard on yourselves by launching every every time there's a launch day. It's like, you know, 15 new things. So it makes sense that there's, you know, close to equal amount of war rooms. [01:40:12] S1: Yeah. Let's start with 5.6 Soul, though. I want to I wanna I want you to identify for me, like, what is sticking out? What are the most cutting edge capabilities that really stuck out to you? The latest unlocks from the frontier of the actual model. Then we can go into codex and voice model and everything else and how things come together and how these are used. But first, just from the raw model capability, what was most impressive to you? What was most exciting? [01:40:41] S4: Yeah. It's it's it's actually really hard to answer that question, Krishna, because when we were looking at the benchmarks, trying it, you know, we were just, like, blown away by it all. It's just better at coding, better at cyber, better at everything like long context, producing documents, better at having taste, website generation. And then for the first time, we also really cracked, I think, multi agent setups, which we shipped the ultra mode. And when you just see that going and, you know, you've got like eight agents collaborating together, communicating, and, you know, getting the same work done like faster, it's just you just feel like, wow, you know, this is like another way to scale test time compute. [01:41:17] S1: Yep.
01:41:17 · John Coogan, Thibault Sottiaux
[01:41:17] S1: Yep. [01:41:17] S4: But overall, just amazing workhorse feels way, way better than five five and anything else we've produced so far. [01:41:23] S1: So, in January, there was a project that was getting some attention called Gastown, talking about all these different sub agents. You had pull cats and all sorts of different abstractions. It felt, highly technical, and it seems like Soul Ultra is a way to abstract that away. Is that is that deliberate? Is is there, I guess the question more broadly is, like, is the level of, like, prompt engineering, are we are we leaving that era, or or will there always be some cycle of, you know, if you get really good at using Soul Ultra, you'll have a better experience because you'll be able to give more fine tuned, fine grained prompt and and direction to the model.