Tri Dao: prediction

Transcript context

…And also, as you work together, what is your philosophy with open-source AI? Right, right. Yeah, I think that's a great question. And I think about it on maybe more practical terms. So of course, Meta has done an amazing job training LLAMA1, LLAMA2. And for LLAMA2, they make it much less restrictive compared to LLAMA1. Now you can use it for businesses, unless you are a monthly active user or something like that. I think just this change will have a very significant impact in the kind of landscape of open-source AI, where now lots of businesses, lots of companies will be using, I expect will be using things like LLAMA2. They will fine-tune on their own dataset. They will be serving variants or derivatives of LLAMA2. Whereas before, with LLAMA1, it was also a really good model, but your business companies weren't allowed to do that. So I think on a more practical term, it's kind of shifting the balance between a closed-source model like OpenAI and Anthropic and Google, where you're making API calls, right? And maybe you don't understand as much of what the model is doing, how the model is changing, and so on. Versus now, we have a model with open weight that is pretty competitive from what I've seen in terms of benchmarks, pretty competitive with GPT 3.5, right? And if you fine-tune it on your own data, maybe it's more well-suited for your own data. And I do see that's going to shift the balance of it. More and more folks are going to be using, let's say, derivatives of LLAMA2. More and more folks are going to fine-tune and serve their own model instead of calling an API. So that shifting of balance is important because in one way, we don't want just a concentration of decision-making power in the hands of a few companies. So I think that's a really positive development from Meta. Of course, training the model takes a couple of millions of dollars, but engineers have and I'm sure they spend tons of time trying many, many different things. So the actual cost is probably way more than that. And they make the weights available and they allow probably a lot of companies are going to be using this. So I think that's a really positive development. And we've also seen amazing progress on the open source community where they would take these models and they either fine-tune on different kinds of data sets or even make changes to the model. So as an example, I think for LLAMA1, the context lane was limited to 2K. Like a bunch of folks figured out some really simple methods to scale up to like 8K. Like the RoPE.…

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