Investing in AI: The Rise of Qstar

OpenAI’s leadership has taken us all on a rollercoaster so it’s great timing for another host-only episode. This week Sarah and Elad get into what has been going on at OpenAI and what the turbulent leadership changes tell us about the importance of good intent and good incentives when building these influential companies. They also talk about innovative products coming out of Pika Labs, why people are moving away from diffusion models to LLMs, and how, in AI investing, the ASP is the opportunity. 

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Show Notes: 

(0:00) Recapping the OpenAI saga

(9:56) AI video products

(16:14) Moving from Diffusion Models to LLMs

(19:47) The beneficial margins of AI investing