tempusalaria

8 ms·

31.
by tempusalaria 2y ago
What bizarre choice. Hinton’s work has nothing to do with physics. Nobel prize jumping on the bandwagon, just like they did for mRNA after covid. At least that was related to medicine. The first 2 paragraphs of the linked pdf read like a jo
32.
by tempusalaria 2y ago
YC cannot do a ton of due diligence. Their strategy is to back many companies with small amounts of money, basically in the hope that a few companies in the batch end up as unicorns. This means they want to select founders capable of gettin
33.
by tempusalaria 2y ago
We live in the future. I just hope we consumers get easy access to these video tools at some point. I want to make personal movies from my favorite books
34.
by tempusalaria 2y ago
It’s more than $5bln. That’s their adjusted loss which excludes stock based comp. Real loss is probably 8-10
35.
by tempusalaria 2y ago
Don’t agree. Inference costs have been in a race to the bottom for a while and it’s likely imo that OpenAI is gross profit negative on inference right now
36.
by tempusalaria 2y ago
There’s definitely a future for LLMs from an enterprise point of view. Even current capability models will be widely used by companies. But it’s seems that will be highly commoditized space, and OpenAI lacks the deep pockets and infrastruct
37.
by tempusalaria 2y ago
From an API point of view (I.e. developer/corporate usage), I am quite sure that OpenAI is lower usage than Gemini now, and Anthropic API revenue is like 60% of OpenAI based on recent reporting. OpenAI is definitely not dominant in thi
38.
by tempusalaria 2y ago
They took money from ARKK and SoftBank this round which suggests that there were a lot of funds passing.
39.
by tempusalaria 2y ago
Facebook grew 100% and had 45% gaap operating margins the year before their IPO. Facebooks IPO financials were among the best financials at IPO ever OpenAI has negative 130% adjusted operating margins.
40.
by tempusalaria 2y ago
The product OpenAI got mega traction with was based on the GPT series of papers, all of which were published by OpenAI and all of which are major advancements in research. Also OpenAI was founded before the transformer paper and spent most
41.
by tempusalaria 2y ago
This seems completely wrong. A legal wrapper will use domain specific legal expertise to structure and develop their product and functionality. It will likely have many functions that are specifically optimized for the legal use case. If a
42.
by tempusalaria 2y ago
On the one hand, the financials are terrible for an IPO in this market. On the other, Nvidia is worth 3trn so they can sell a pretty good dream of what success looks like to investors. Personally I would expect them to get a valuation well
43.
by tempusalaria 2y ago
What about Imbue which has raised like 300mln, spams fake hiring ads all the time, and doesn’t have a product…
44.
by tempusalaria 2y ago
go to smaller pubs. They don’t have the footfall to justify the exorbitant commercial sports license fees and so don’t have screens. Fancier pubs and gastropubs also tend not to have screens
45.
by tempusalaria 2y ago
This is wrong. The term for models that look only at previous tokens in the sequence is auto-regressive. Encoder and decoder has nothing to do with this.
46.
by tempusalaria 2y ago
I think you’re thinking about things very locally. Of course ChatGPT can help with some coding - I use it for regex quite often cause I never really learned that well. The problem is that at the average medium sized company code looks like
47.
by tempusalaria 2y ago
Being able to create 2048 in 6 hours has basically zero economic value. Can ChatGPT materially and positively impact the code written by big companies? Can it do meaningful work in excel? Can it do meaningful PowerPoint work? Can it give ef
48.
by tempusalaria 2y ago
One under appreciated dynamic that has changed is that companies with limited revenue/PMF are raising more money at higher valuations. This mean that more early employees are being hired into less certain, less profitable situations, a
49.
by tempusalaria 2y ago
It’s probable that there is a separate vision encoder which projects the image tiles into the distribution space of the text tokenizer a la CLIP/LLava
50.
by tempusalaria 2y ago
HP did limited due diligence due to their incompetence but there was definitely significant fraud at Autonomy.
51.
by tempusalaria 2y ago
A number of quant firms are among the largest global consumers of commercial LLMs The only area you absolutely can’t use LLMs is in sub ms latency
52.
by tempusalaria 2y ago
Every opening phrase is a platitude like ‘sure let’s do it’. So the OpenAI latency is probably higher, they are just using clever orchestration to generate some filler tokens to make latency lower. Unlikely the initial response at OpenAI is
53.
by tempusalaria 2y ago
LLMs can easily produce data not in training dataset. LLMs do not navigate stored data. An LLM is not a DB of the training data.
54.
by tempusalaria 2y ago
Temperature has nothing to do with internals. Temperature is purely to do with how the logits outputted by the network are transformed into probabilities, which is completely deterministic and not learned. In fact, temperature makes it impo
55.
by tempusalaria 2y ago
One thing you could think about is the very simple idea of “I’m walking north on park avenue, how do I get into the park”? The answer is always ‘turn left’ no matter where you are on park avenue. These kind of heuristics would allow you to
56.
by tempusalaria 2y ago
The thing is, YC heavily signals against solo founders. So it seems like there could be a lot of adverse selection in your data where good solo founders don’t bother applying, or good solo founders take on value destructive cofounders just
57.
by tempusalaria 2y ago
That’s my point. Even in massive outlier upside cases getting a 1% equity deal at seed is not really worth more than just being a standard FAANG worker. And that requires many rounds of funding an and dilution and an exit. It’s worth rememb
58.
by tempusalaria 2y ago
1% at seed stage also become 0.1% after a few rounds of funding, plus you are way down the preference stack and have no liquidity power. Startup equity is pretty much objectively a terrible deal except for founders. Be a founder or get paid
59.
by tempusalaria 2y ago
Steve Jobs went to an obscure private school called Reed which seems to be something he became obsessed with due to LSD. Zuck and Gates both dropped out of Harvard after founding their companies.
60.
by tempusalaria 2y ago
I was under the impression that this idea of cofounders being a huge statistical success factor was pretty much just a myth. Moreover, all reasons given by YC as to why you should have a cofounder are qualitative e.g. https://www

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