No Priors: Artificial Intelligence | Technology | Startups

Open AI leadership shuffle, new diffusion models, and starting the cult of Q*

Nov 30, 2023

26:01

Snipd AI

Discussion on OpenAI's leadership changes and the importance of good intent and incentives. Innovations in AI video products and the shift from diffusion models to MLMs. Exploring the margins and opportunities in AI investing.

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Quick takeaways

The OpenAI leadership changes demonstrate the importance of good intent and incentives for building influential companies.

Advancements in video generation, such as text-to-video engines, have the potential to expand the creative market and make video generation more accessible.

Deep dives

Governance and Stability at OpenAI

The podcast discusses the recent events at OpenAI, highlighting the importance of governance in organizations. While the episode recognizes the initial difficulties faced by OpenAI, it ultimately concludes that the outcome has led to a more stable and positive situation for the company. The importance of having a reliable board and the need for alignment of incentives among board members and executives is emphasized. Additionally, the discussion highlights the significance of money, particularly in terms of compute power and its impact on control and decision-making within the company.

Shift in Entrepreneurial Ecosystem towards Diffusion Models and LLMs

01:08

The Significance of Image and Text-Based Companies in the Creator Economy

01:30

Introduction

5min

Discussion on Incentives, Open Source Models, and Solutions for Model Querying

3min

Evaluating LLM Providers and the Importance of Alternative Suppliers

2min

Recent Launches in the Video Space

10min

Margin, Democratization, and Naming an AI-Focused Fund

6min

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.

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

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