Unsupervised Learning Ep 60: Swyx and Alessio (Latent Space) on What has PMF Today, Google is Cooking & GPT Wrappers are Winning
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Mar 28, 2025 
Join Swyx, an AI podcaster and expert in developer tools, along with Alessio Fanelli, an investor backing innovative AI teams. They discuss the surprising shifts in AI over the past year, including the rise of GPT wrappers and open source model adoption challenges. Insights on Google’s strategic momentum, emerging AI applications, and market trends are shared, alongside a candid exploration of over-hyped and under-hyped trends. The duo also delves into the importance of product-market fit and the complex landscape of AI infrastructure and security.
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Model Surprises
- Reasoning models surprised many in a good way, offering a new scaling law after pre-training's decline.
- Open-source models, while used, haven't seen widespread enterprise adoption, raising questions about their relevance.
Open-Source Adoption
- Ankur from Braintrust estimates only 5% of enterprises use open-source models, and that number is decreasing.
- Enterprises seem to be in use-case discovery mode, constantly trying new models as they emerge.
DeepSeek's Impact
- Replicating existing models is cheaper than creating new ones, explaining DeepSeek's success.
- DeepSeek's innovation lies in providing full execution traces, a unique offering among open-source models.