3 ms·
Who are those 20 companies? What would $10M do in the context of training LLMs that are competitive with Claude/O3/Gemini? > That's 10 solutions instead of 1 -
by _2d30 1y ago
Who are those 20 companies? What would $10M do in the context of training LLMs that are competitive with Claude/O3/Gemini?
> That's 10 solutions instead of 1 -- statistically one of them will be a massive breakthrough?
The statistic is that 10% of startups make a massive breakthrough? Would love to see some work that comes remotely close to replicating that! Startup investing would be trivially easy.
- bix6 1y agoResponded to the other poster with the same question. Everyone says 1 out of 100 makes it big but the top 5-10% of a portfolio is still substantial. If we’re only giving the money to companies with revenue the odds of success are likely improved. Startup investing is trivially easy. You give money to good companies and founders. There’s just a bunch of BS that gets in the way. Like giving massive money to big corps that don’t need it instead of startups that do.
- _2d30 1y agoWho are the companies? List some!
- bix6 1y agoHere are some top AI companies per Crunchbase: OpenAI, Anthropic, xAI, CoreWeave, Glean, Perlexity, PlayAI, Cohere, Tempus, Cyera, Replit, Windsurf, Mistral, Anysphere, Scale, Harvey, Thinking Machines Lab, helsing, Cluely, Suno, Clay, Crunchbase (lol), Lubega Geoffery, Caris LIfe Sciences, C3 AI, Runway, LangChain, Rigetti Computing, Cowbell, Laurel, SoundHound, Voxel, Harmonic, Builder, ElevenLabs, Decagon, Spring Health, Lovable.... alright I have a meeting to get to.
- _2d30 1y agoOpenAI - DoD invested in them and now I guess you agree with it! Anthropic - same as above xAI - same as above CoreWeave - Doesn't make LLMs Glean - Doesn't make LLMs (wow this startup investing thing might be harder than for you than you thought!) Perplexity - Has finetuned LLama models AFAIK. Maybe you think Meta should've gotten the nod from DoD as well? PlayAI - AFAIK only voices Cohere - Not sure if they are LLama or otherwise Cyera - Doesn't make LLMs Replit - Doesn't make LLMs Windsurf - Doesn't make LLMs Mistral - Does make LLMs, you got one! Is French, though. Anysphere - They make an IDE called Cursor Scale - Doesn't make LLMs, basically a Meta subsidiary (you really must have wanted Meta to get the nod too!) Harvey - Legal focus, not general Thinking Machines - Mira Murati's company, just started 5mos ago, no public products. Definitely don't fit your definition of "has revenue" helsing - Hadn't heard of them, are German. Cluely - LOL Suno - If the DoD gets into music generation this would be a great choice. Clay - Don't know them, doubt they have LLMs. Crunchbase - lol is correct Lubega Geoffery - No idea Caris LIfe Sciences - Life sciences doesn't sound right! C3 AI - Scam Runway - Media generation, not general use LangChain - Doesn't make LLMs Rigetti Computing - Dude, come on. They're a quantum computing company Cowbell - Don't know them, but a google shows they're an insurance company lol Almost all the rest don't even have anything to do with AI. So all-in-all, nearly a complete failure at suggesting even close to 20 alternatives for the DoD to invest in. Your answer didn't even hit US companies that do have some alternatives: Meta, MSFT, AMZN, SSI maybe?
- bix6 1y agoI love that you went through every one of those, respect!
- _2d30 1y agoIt's easy when you know 90% of them already. If I didn't know it, I made that clear in the post. Looking forward to hearing about your billion dollar VC fund.
- bix6 1y agoWhich startup LLMs do you know of / recommend? My fund will never be $1B but that’s fine :)
- _2d30 1y ago> Which startup LLMs do you know of / recommend? I don't for anyone doing serious work. Use the Gemini family, O3 and Claude if you want to gsd. The DoD made the correct call IMO. Kimi K2 is also potentially interesting for non-defense purposes but I haven't spent enough time with it yet. > My fund will never be $1B but that’s fine :) It's "trivially easy" for you and 10% of your investments are expected to have "massive breakthroughs". Your strategy of "give money to good companies and founders" should easily enable you to reach $1B AUM!
- tough 1y agoWindsurf has their own models though
- _2d30 1y agoYou're right! I had forgotten about SWE-1 family
- tough 1y agonot that they're great or very remarkable, but they can get the job done, and in a world where anthropic tries to assert dominance by fucking cursor seems relevant to the future to have your own models but yeah that list was very silly anyways