00:52:24 · Gorkem Yurtseven, Burkay Gür, Molly O'Shea
[00:52:24] S1: Yeah. Like we talk about it. Every big company is gonna be a compute company. Just the storefront is gonna be different. Our storefront is unique and interesting. Like no one else has a storefront similar to us. Some has coding agents. If you go to a Neo Cloud there is no storefront. If you go to Databricks, whatever, it's about like data. Everyone has a different story and different way to talk about it, but behind the scenes it's who's running the most compute that brings the revenue. And yeah, we have a unique, interesting storefront and it keeps growing. [00:53:00] S2: Yeah. And there's not enough of it. Like, all the numbers you hear, you know, like 200,000,000,000 in, you know, CapEx or whatever, like, a lot of that stuff is, like, not built yet. Like, it's very slow, right? Like, building these things takes a lot of time, and there's not enough compute right now. [00:53:20] S0: So, I have two final questions, and then I'm going to ask you what your hot take is. I'm letting you know that now, you can like get it [00:53:26] S1: Think about it. [00:53:27] S0: Prep. [00:53:29] S1: This was a [00:53:29] S2: hot take. [00:53:30] S1: Don't want to get [00:53:31] S2: it. You guys [00:53:33] S0: have been crushing it. You have great answers, and they're quite opinionated, so it's awesome. But before we get there, what are you most looking forward to in the next twelve months?
00:53:33 · Molly O'Shea, Gorkem Yurtseven, Burkay Gür
[00:53:33] S0: have been crushing it. You have great answers, and they're quite opinionated, so it's awesome. But before we get there, what are you most looking forward to in the next twelve months? [00:53:43] S1: I'm looking forward to the first timeless AI content. And the way I define this is you and I, we are going to watch this and it's gonna be a year later, we're gonna watch it again and we are still gonna like it the same way we like it today. So far AI content has been about capabilities, it's been about, oh look this is possible to do with a video model or that's possible to do with like an image model. But we need to reach that point where things look fresh all the time. And I'm looking forward to that. I think we are, in the next year there's gonna be a widely accepted, maybe a short movie, maybe animation that people are going to look back at it in a couple years and they're still going to enjoy it the same way they're enjoying it today. [00:54:30] S0: It's pretty good. [00:54:33] S2: Evergreen content. [00:54:34] S1: Yeah. [00:54:34] S2: It's very important. [00:54:35] S0: I try to do that, but... [00:54:36] S1: There you go. [00:54:37] S2: People say [00:54:37] S1: Toy Story is that for computer graphics. Like, that was the first time. It came out in 1996, something like that. [00:54:45] S0: Isn't it crazy how long ago that was You [00:54:47] S1: know, we can just go watch it and it's going to be good. [00:54:50] S0: Yeah. [00:54:51] S1: I'm going enjoy it. [00:54:52] S0: Did you like the Odyssey in that way? [00:54:53] S1: I haven't seen it yet.
00:54:53 · Gorkem Yurtseven, Molly O'Shea, Burkay Gür
[00:54:53] S1: I haven't seen it yet. [00:54:55] S0: You haven't seen it? All you've been doing is talking about Christopher Nolan. You haven't seen [00:54:59] S1: it yet? I'm waiting for the IMAX, the big IMAX and I couldn't get a ticket yet. Yeah. [00:55:04] S0: Go to the Sphere. [00:55:06] S1: Did they show it there? [00:55:07] S2: I don't know. [00:55:08] S0: What do they show?
00:55:08 · Molly O'Shea, Burkay Gür
[00:55:08] S0: What do they show? [00:55:10] S2: It's too big. Too big. Not as Nolan intended. No. For me, I would say, like, world models is we haven't spent too much time talking about them. I think they're super exciting. I was, like, very skeptical, like, even three months ago. World models are these models, like, you can actually, like, play around and, like, move around. It kind of looks like a game. And you can actually, like, put in actions, like, with your keyboard, and, you know, you can navigate the world. But, like, seeing what I've seen recently, it's pretty incredible. I actually started feeling very bullish about it. It's a matter of, I think, the quality going up and then the speed getting so much better. And I think there's, like, new architectures now that, like, people are able to actually have, like, more persistent worlds. Before, you used to, like, look this way, you know, see the flower, look away, come back, it's gone. So they're able to, like, persist things now and you can actually you'll be able to, like, actually build, like, a game with a prompt. But I think that space is, like, just going to blow up. So, again, the big challenge there is compute, but I actually think that because you need like a GPU running at all times to actually like play that game, but I think the quality of the games itself is going to go a lot better. And I think it's going to be probably yet another product market fit, like gaming with AI. That's not like a thing yet. I actually think there's a big chance that may happen and it might be like this fourth category maybe.
00:55:10 · Burkay Gür, Molly O'Shea
[00:55:10] S2: It's too big. Too big. Not as Nolan intended. No. For me, I would say, like, world models is we haven't spent too much time talking about them. I think they're super exciting. I was, like, very skeptical, like, even three months ago. World models are these models, like, you can actually, like, play around and, like, move around. It kind of looks like a game. And you can actually, like, put in actions, like, with your keyboard, and, you know, you can navigate the world. But, like, seeing what I've seen recently, it's pretty incredible. I actually started feeling very bullish about it. It's a matter of, I think, the quality going up and then the speed getting so much better. And I think there's, like, new architectures now that, like, people are able to actually have, like, more persistent worlds. Before, you used to, like, look this way, you know, see the flower, look away, come back, it's gone. So they're able to, like, persist things now and you can actually you'll be able to, like, actually build, like, a game with a prompt. But I think that space is, like, just going to blow up. So, again, the big challenge there is compute, but I actually think that because you need like a GPU running at all times to actually like play that game, but I think the quality of the games itself is going to go a lot better. And I think it's going to be probably yet another product market fit, like gaming with AI. That's not like a thing yet. I actually think there's a big chance that may happen and it might be like this fourth category maybe. [00:56:45] S0: Very expensive.
00:56:45 · Molly O'Shea, Burkay Gür, Gorkem Yurtseven
[00:56:45] S0: Very expensive. [00:56:46] S2: Yeah. [00:56:48] S0: Okay, so, we have one more question until the hot take. I'm just letting you know, I'm warning you. Okay, so Sourcery is very proud to be sponsored by Brex. I don't know if you know what Brex is, [00:57:03] S1: Brex knows where to So, [00:57:07] S0: they're all about spending smarter, moving faster performance, a performance corporate card. I like to take this question in the personal bend to things. I mean, you guys have worked for legends, whether it's Brian Armstrong, Jeff Bezos. I mean, you like chips, so you might like Jensen Huang. I don't know. And then you also like Christopher Nolan. So I'm curious, who are some figures that really inspire you and keep you motivated? Who keeps you like running at it? [00:57:35] S1: Great question. [00:57:38] S0: To be your dog. I don't know. [00:57:43] S1: Of the previous generation of founders, I think Jack Dorsey is very underrated. I think he has more range than anyone else. And then like now he's like maybe coming back. I think watching his journey with Twitter and then Square, I never got to work close to with him, but that's an inspiring figure. When I was younger in Silicon Valley, I always looked up to he was doing. [00:58:20] S2: I wouldn't say it like keeps me going level, but like I really like Ali Ali Ghodsi. I think he's like transformed his company many times, like over time, think, like, I like to think [00:58:36] S1: Keeps reinventing.