How Many R's Are In 'Strawberry'? | The Brainstorm EP 61
Sep 19, 2024
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Join experts Sam Korus, an Autonomous Technology and Robotics Director, Nick Grous, an Associate Portfolio Manager, and Frank Downing, the Director of Research at ARK Next Generation Internet, as they dive into the breakthroughs of OpenAI's new 'Strawberry' model. They discuss how enhanced AI reasoning can optimize performance and influence future tech trends. The trio also explores the evolution of coding agents, highlighting the significance of feedback loops in refining AI interactions. Tune in for insights on the cutting-edge of innovation!
OpenAI's new model 'Strawberry' enhances AI reasoning by allowing longer inference times, resulting in improved performance on complex tasks.
The shift towards optimizing inference rather than training signals potential growth for chip manufacturers focusing on AI deployment capabilities.
Deep dives
Advancements in AI Reasoning with OpenAI's Strawberry Model
OpenAI's newly unveiled model, codenamed Strawberry, introduces a significant advancement in artificial intelligence by incorporating a method that allows the system to pause and think before presenting answers. This enhanced reasoning capability, known as chain of thought, dramatically improves performance on complex tasks such as math and science, suggesting that the model can better handle high-level queries effectively. Research has shown that the longer the model is allowed to think during inference, the better its outcomes become, which presents a shift from solely focusing on increasing training time to optimizing inference processes. This development not only enhances the user experience but also positions the model's design as a potential revenue center for companies utilizing it, as they can choose to pay for improved performance during interaction.
Differences Between Training and Inference in AI Models
Understanding the distinction between training and inference is essential for grasping how the new AI model operates. Training involves feeding massive amounts of data to teach the model and optimize its parameters, while inference measures how the model applies that knowledge to answer questions. The recent advancements suggest a future where smaller models with effective reasoning capabilities could operate efficiently, relying on external knowledge sources rather than storing all facts internally. This concept hints at a more streamlined approach to AI, where models can utilize existing tools to enhance their functionality while maintaining efficiency.
Implications for Chip Technology and Market Dynamics
The increased focus on inference time due to the new AI model suggests that chip manufacturers will need to adapt to this changing landscape. Companies specializing in inference capabilities may find greater demand for their products as more time is dedicated to this phase of AI deployment. Additionally, companies like NVIDIA, known for their dual-strength in both training and inference, remain well-positioned in the market due to their versatile chip solutions. The evolving requirements for latency and performance optimization present both challenges and opportunities for chip startups, ensuring a rapidly changing environment as AI technology progresses.
Can overthinking actually be beneficial? This week, Autonomous Technology and Robotics Director of Research Sam Korus and Associate Portfolio Manager Nick Grous are joined by ARK Next Generation Internet Director of Research Frank Downing to discuss updates to OpenAI's latest model and the benefits of increasing AI "thinking" time.
If you know ARK, then you probably know about our long-term research projections, like estimating where we will be 5-10 years from now! But just because we are long-term investors, doesn’t mean we don’t have strong views and opinions on breaking news. In fact, we discuss and debate this every day. So now we’re sharing some of these internal discussions with you in our new video series, “The Brainstorm”, a co-production from ARK and Public.com. Tune in every week as we react to the latest in innovation. Here and there we’ll be joined by special guests, but ultimately this is our chance to join the conversation and share ARK’s quick takes on what’s going on in tech today.
Key Points From This Episode:
The O1 model represents a breakthrough in AI reasoning.
Inference time can be optimized for better performance.
For more updates on Public.com:
Website: https://public.com/
YouTube: @publicinvest
Twitter: https://twitter.com/public
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