Kanjun Qiu: belief

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…As a founder, you're now sort of a capital allocator among all of these different investments effectively at different projects. And I was interested in how you mentioned that you were optimizing for improving reasoning and specifically inside of your pre-training, which I assume is just a lot of data collection. We are optimizing reasoning inside of our pre-trained models. And a lot of that is about data. And I can talk more about like what, you know, what exactly does it involve? But actually big, maybe 50% plus of the work is figuring out even if you do have models that reason well, like the models are still stochastic. The way you prompt them still makes, is kind of random, like makes them do random things. And so how do we get to something that is actually robust and reliable as a user? How can I, as a user, trust it? We have all sorts of cool things on the, like, you know, I was mentioning earlier when I talked to other people building agents, they have to do so much work, like to try to get to something that they can actually productize and it takes a long time and agents haven't been productized yet for, partly for this reason is that like the abstractions are very leaky. We can get like 80% of the way there, but like self-driving cars, like the remaining 20% is actually really difficult. We believe that, and we have internally, I think some things that like an interface, for example, that lets me really easily like see what the agent execution is, fork it, try out different things, modify the prompt, modify like the plan that it is making. This type of interface, it makes it so that I feel more like I'm collaborating with the agent as it's executing, as opposed to it's just like doing something as a black box. That's an example of a type of thing that's like beyond just the model pre-training, but on the model pre-training side, like reasoning is a thing that we optimize for. And a lot of that is about what data do we put in. It's interesting just because I always think like, you know, out of the levers that you have, the resources that you have, I think a lot of people think that running foundation model company or a research lab is going to be primarily compute. And I think the share of compute has gone down a lot over the past three years. It used to be the main story, like the main way you scale is you just throw more compute at it. And now it's like, Flops is not all you need. You need better data, you need better algorithms. And I wonder where that shift has gone. This is a very vague question, but is it like 30-30-30 now? Is it like maybe even higher? So one way I'll put this is people estimate that Llama2 maybe took about three to $4 million of compute, but probably 20 to $25 million worth of labeling data. And I'm like, okay, well that's a very different story than all these other foundation model labs raising hundreds of millions of dollars and spending it on GPUs.…

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