Speaker unverified: evaluation

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…Yeah, this was definitely a both and story, and Sora tipped things one way for me, in terms of scale being all you need. And the benefit, I think, of having multiple models being developed under one roof. I think a lot of people aren't aware that Sora was developed in a similar fashion to Dolly 3. And Dolly3 had a very interesting paper out where they talked about how they sort of bootstrapped their synthetic data based on GPT 4 vision and GPT 4. And, and it was just all, like, really interesting, like, if you work on one modality, it enables you to work on other modalities, and all that is more, is, is more interesting. I think it's beneficial if it's all in the same house, whereas the individual startups who don't, who sort of carve out a single modality and work on that, definitely won't have the state of the art stuff on helping them out on synthetic data. So I do think like, The balance is tilted a little bit towards the God model companies, which is challenging for the, for the, for the the sort of dedicated modality companies. But everyone's carving out different niches. You know, like we just interviewed Suno ai, the sort of music model company, and, you know, I don't see opening AI pursuing music anytime soon. Yeah, Suno's been phenomenal to play with. Suno has done that rare thing where, which I think a number of different AI product categories have done, where people who don't consider themselves particularly interested in doing the thing that the AI enables find themselves doing a lot more of that thing, right? Like, it'd be one thing if Just musicians were excited about Suno and using it but what you're seeing is tons of people who just like music all of a sudden like playing around with it and finding themselves kind of down that rabbit hole, which I think is kind of like the highest compliment that you can give one of these startups at the early days of it. Yeah, I, you know, I, I asked them directly, you know, in the interview about whether they consider themselves mid journey for music. And he had a more sort of nuanced response there, but I think that probably the business model is going to be very similar because he's focused on the B2C element of that. So yeah, I mean, you know, just to, just to tie back to the question about, you know, You know, large multi modality companies versus small dedicated modality companies. Yeah, highly recommend people to read the Sora blog posts and then read through to the Dali blog posts because they, they strongly correlated themselves with the same synthetic data bootstrapping methods as Dali. And I think once you make those connections, you're like, oh, like it, it, it is beneficial to have multiple state of the art models in house that all help each other. And these, this, that's the one thing that a dedicated modality company cannot do.…

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