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.
00:58:36 · Gorkem Yurtseven, Burkay Gür, Molly O'Shea
[00:58:36] S1: Keeps reinventing. [00:58:37] S2: Keeps reinventing. And I think that's very important. I think that's like a secret to building a long lasting company and navigating through, like, all these changes that are happening. Really great leader, I think. [00:58:54] S0: The time has come. What is your hottest take right now? [00:58:58] S2: Do you have it? No. There's so much pressure. Well, we can take our time. [00:59:09] S1: Yeah, let's take our time. Then just cut it. And then it's dark outside. [00:59:14] S0: Can we prompt you with some? [00:59:18] S1: No, no. Let's do it. I have a good one, [00:59:21] S0: could be on IPOs. It could be on companies disappearing. It could be on fake GPUs that people sell from... Oh, wow. I don't know where they get them. Could be... [00:59:36] S2: Yeah. I had a hot take, like, a year ago, the OpenAI Meta merger. Yes. Still Oh! Happen. [00:59:46] S1: It could [00:59:46] S2: still happen. [00:59:47] S0: They're not doing too great. Think [00:59:49] S1: it makes My husband would be bad for the whole industry. For sure.
00:59:49 · Gorkem Yurtseven, Burkay Gür, Molly O'Shea
[00:59:49] S1: it makes My husband would be bad for the whole industry. For sure. [00:59:54] S2: I guess, not too spicy or anything, but I think it makes a lot of sense. OpenAI was known for this consumer edge, That was their whole thing. OpenAI is winning in consumer, therefore they're gonna win because consumers are so much harder to win. And Anthropic sort of came with their enterprise thing and then Google started adding, made their own consumer move. And so, I see OpenAI not necessarily winning very strongly in either enterprise or consumer. And then Meta, on the other hand, I think is in a similar situation where, like, they need something. And I thought, what if they, like, combine their forces? That would be really cool. So, they can really just really start winning consumer. So, I thought it made sense. But again, I have no information about any of this, so completely speculating. But I thought it would be a good move. [01:00:56] S0: That is very interesting. [01:00:59] S1: Another one. This a common outtake. I'll do it for both of us. Sure. [01:01:04] S2: I have more now. [01:01:06] S0: Okay, good. Good. It's coming.