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@jaltma
GP @Benchmark
AI
A participant says an Uncapped conversation with a16z growth investing head David George considers what could keep the AI buildout going or slow it.
AI
Uncapped’s host says the episode with Andrew Feldman and Eric Vishria explores Cerebras’ winding path and hardware investing. The host also highlights a basic question he asked: “How do we get from sand to a ChatGPT answer?”
AI
Replies post benchmark tables and charts comparing the models on internal tasks.
AI
Replies interpret the post as signaling an Astra or GPT-6 release.
AI
Venture capitalist Jack Altman posted about expert uncertainty in the AI cycle.
Technology
Benchmark partner Jack Altman tweets about frequent expert reversals on AI predictions.
AI
Venture investors celebrate Owner's reported funding milestone and growth.
Technology
Investors celebrate Owner's funding round and restaurant tech growth.
AI
Podcast covers AI infrastructure buildout and investing lessons from hardware and software.
AI
Post-deployment self-optimization delivered kernel and speculative-decoding gains on the production model.
AI
Podcast covers OpenAI compute investments, model distillation, and AGI implications.
AI
Venture capitalist highlights incompatible assumptions driving open source AI disagreements on risks, economics, and fairness.
