Kyle Corbitt: belief

Transcript context

…One other possible Galaxy brain take I've had over time is it seems like some of these things favor Elon Corp in that they collectively seem to have a differentiated flow of hard engineering problems that they are solving on a continual basis in like relatively clean environments with their obsession with like removing best part is no part and so on and so forth. Do you think that this future you're describing plays especially to their strengths? Yeah, I mean, I think, so I think I maybe have a slightly different take than you do on sort of what has led to Elon and his company's outsized success. In my opinion, a very large part of it was a combination. or maybe still is, but was a combination of like him, you know, having a very strong, but also like performative work ethic, like showing, like leading from the front, Hey, I'm working on hardest as everyone, combined with a really, really strong and inspirational mission and, you know, a frightening level of ambition where it's like, Hey, we are like changing the world. And that's what I think got both at least Tesla and SpaceX to the place they are, where it's like, Hey, if you're extremely ambitious and you wanna solve the world's hardest problems, These are the companies to work at, you know, in the mid 2010s. I think his biggest weakness now, maybe there's other weaknesses. One big weakness now is that the competition has as strong a claim and arguably a stronger claim at this point than Elon does on those dimensions, right? Where I think you can make a stronger case if you're at OpenAI or Anthropic or even some of these like robot labs that it's like, hey, we have that strong sense of mission and we're the most likely place to change the world and so the absolute best people will go there instead so I suspect that he will not have outsized success in these areas but anyway that's that's speculation as well. Well I appreciate you for indulging in so much uh speculation with me maybe in the time we have left let's do uh back to the present and just talk about like where the rubber is hitting the road today with Enterprises maybe just for starters like how How do you advise people on when they should even be fine-tuning versus just using off-the-shelf models? Obviously, there's a lot of different considerations in terms of overall performance, cost, latency, people want control. What's your kind of initial advising stump speech to orient people to how to make that decision today?…

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