No Priors: Artificial Intelligence | Technology | Startups
00:25:04 · Sarah Guo, Andrew Feldman
[00:25:04] S2: I actually think that's like a crazy characteristic of this market that I've not personally experienced before, which is everybody's trying to keep up with demand. I and [00:25:12] S0: and I think, you know, I I talked to the guys at at Cognition. Right? They bought Windsurf over a weekend. Right? I I think many of the things that we thought were speed of light weren't. Mhmm. Right? Could be done much faster. And I I think, you know, the the rate at which Elon has been able to build data centers, right? Everybody's, oh, you can't do it that way, except if you're him, in which case you can, or you can't buy a $300,000,000 company in three actually, you can. You can't do a deal like this in in twenty four days. But if you work on it every day Mhmm. For eight or ten hours a day, you can. And I I think the art of the possible has been expanded by this push in a way I'd never have expected. And I [00:25:56] S2: think it's a huge advantage to have the ambition for speed if you believe it is possible. [00:26:00] S0: That's right. I think we have seen some extraordinary operators in this market build amazing things. Mean, the guys at Cursor and Cognizant, see sort of growth we've never seen before. You can't grow that fast. Well, actually, you can. You can't build data centers. You can't do deals. Those were sort of truncated aspirations, which is interesting. [00:26:25] S2: Speaking about these companies like Cog and Cursor and such, the growth of the open source ecosystem has enabled a generation of companies to do really impressive things.
00:26:25 · Sarah Guo, Andrew Feldman
[00:26:25] S2: Speaking about these companies like Cog and Cursor and such, the growth of the open source ecosystem has enabled a generation of companies to do really impressive things. [00:26:37] S0: Super, super impressive. [00:26:39] S2: You know, Devin on Cerebras is a really magical experience. Coding on Cerebras is like like, performance at massive speed is really special. How do you how do you think about, you know, open source and post trained workloads and and your perspective on that going forward? [00:26:56] S0: They have fed this market. Right? When closed source was was too expensive, the open source community has sort of kept the interest alive and kept the flame going. And I I think that that the and pushed the the closed source guys. I I think the the sort of techniques that we saw by some of the Chinese makers, like, woah. We we gotta stay ahead of that. Right? We we can't rest on our laurels. We we can't depend on the fact that we have bigger training clusters and more data. And I think that's made for an extraordinarily vibrant ecosystem. Right? I I think it's made for creativity or and allowed creativity to to to take root and and really produce interesting results. And that's fun to be in the midst of. Right? It's fun to see other people's ideas do interesting things on your hardware. And that's if you don't love that, your infrastructure is not right for you. You gotta love other people's ideas to take flight on on what you built.
00:26:56 · Andrew Feldman, Sarah Guo
[00:26:56] S0: They have fed this market. Right? When closed source was was too expensive, the open source community has sort of kept the interest alive and kept the flame going. And I I think that that the and pushed the the closed source guys. I I think the the sort of techniques that we saw by some of the Chinese makers, like, woah. We we gotta stay ahead of that. Right? We we can't rest on our laurels. We we can't depend on the fact that we have bigger training clusters and more data. And I think that's made for an extraordinarily vibrant ecosystem. Right? I I think it's made for creativity or and allowed creativity to to to take root and and really produce interesting results. And that's fun to be in the midst of. Right? It's fun to see other people's ideas do interesting things on your hardware. And that's if you don't love that, your infrastructure is not right for you. You gotta love other people's ideas to take flight on on what you built. [00:28:08] S2: When you think about experiences you imagine will be possible only on cerebris, is there anything you're excited about in a couple years from now that we should all look out for?
00:28:19 · Andrew Feldman, Elad Gil
[00:28:19] S0: You know, when I think about what speed does, it doesn't make the existing business models a little better. Right? You know, Netflix used to deliver DVDs and envelopes, and they thought their competition was blockbuster. And when the Internet got fast, they became a movie studio. Right? That's what happens with speed. I mean, it wasn't they didn't get better incrementally and more efficient to delivering DVDs. Right? It opened up an entirely new business, something fundamentally different. And then they sort of became a movie movie studio. They bought existing movie studios. And and I think that's what what what fast AI does is it will present entirely new sort of business models that are available. I think the easy and the obvious is to replace existing. And we know that when the PC came in, it replaced right, typewriters and general ledger accounting. But the big jump in productivity was when it reorganized how we did work. And you got the cloud. And then with the cloud, were able to get SaaS. And with SaaS, you were able to get tools that you previously couldn't afford because they were so expensive to the individual company into the small number of seats. Right? Then you've got this massive jump in productivity. And I think AI is in the same way, that right now we're replacing things that everybody can see, like coding, design, right, some of the the SaaS tools. But once we start sort of fundamentally reorganizing around this, you're gonna see this sort of new business models and fundamental jumps in productivity, and I'm [00:30:05] S1: eager
00:30:05 · Elad Gil, Andrew Feldman, Sarah Guo
[00:30:05] S1: eager [00:30:05] S0: for that. That's so cool. [00:30:06] S1: Very exciting. Thank you so much for joining us today. [00:30:09] S0: Guys, thank you so much for having me on your show. Really appreciate it. [00:30:12] S2: Congratulations. [00:30:12] S0: Thank you so much. [00:30:16] S2: Find us on Twitter at no priors pod. Subscribe to our YouTube channel if you wanna see our faces. Follow the show on Apple Podcasts, Spotify, or wherever you listen. That way you get a new episode every week. And sign up for emails or find transcripts for every episode at nopriors.com.