AI + a16z REPLAY: Scoping the Enterprise LLM Market
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Nov 30, 2024 Naveen Rao, VP of AI at Databricks and a pioneer in AI with founding roles at Nervana Systems and MosaicML, joins to discuss the enterprise LLM market's evolution. They explore NVIDIA's market dominance and the significance of hardware choices in AI development. Rao sheds light on the trend toward domain-specific models and the shift from supervised to self-supervised learning. He also addresses the challenges in transforming data into actionable insights and the transformative impact of LLMs in business, particularly in regulated environments.
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Nvidia's Dominance
- Nvidia's dominance in the AI hardware market is due to its mature software stack and performance, not CUDA lock-in.
- Moving to other platforms presents risks, despite potential cost benefits.
Training vs. Inference
- Training and inference costs in machine learning tend to be roughly equal.
- Models have a short lifespan (around six months), requiring continuous training and improvement cycles.
Replit's Coding Model
- Replit, using Databricks, built a state-of-the-art coding model with only two engineers.
- This demonstrates that custom model training is becoming more accessible to smaller teams.