Karina Nguyen: belief

Transcript context

…I have been very bearish in computer use because they're slow, they're expensive, they're imprecise, like the accuracy is horrible. Still, even with Anthopics new stuff, I'm really waiting to see what opening I might do to change my opinions. And really what I'm trying to do is like Jan last year versus December last year, I changed a lot of opinions. What am I wrong about today? And computer use is probably one of them where I'm like, I don't think, I don't know if by end of the year we'll still be using them. Will my ChatGPT have? Like every GPT instance, will they, will they have a virtual computer? Maybe? I don't know. Coding? Yes. Because he, he invested in a company that does, does that for the, the code sandboxes there. There are a bunch of code sandbox companies. E2B is the name. But then like in browsers, yes. Computer use is like coding plus browsers, plus everything else. There's a whole operating system and it's very like, you have to be pixel precise. You have to OCR. Well, I think OCR is basically solved, but like pixel precise and like understand the UI of what you're operating. And like, I don't know if the models are, I don't know. There you go. Yeah. Yeah. Two questions. Like, do you think the progress of like mini models, like O3 mini or like O1 mini, I guess like it's came back to like the cloud, cloud 3 high cool, cloud 1.2 instant, like this like gradual progression of like small models becoming really powerful, which are very also like fast. Like I'm sure like the computer use agents like would be able to like couple with like those like small models that will solve some of the latency issues, in my opinion. I think in terms of like other operating system, I think a lot about it these days, it's just like, if you're entering this like task oriented, like operating system or something, where also a generative OS, like in my opinion, like people in like few years will click on like websites way less. I want to see the plot of like website clicks over time. But then my prediction is like, it will click. It will go down and like people's access to the internet will be through the model's lens. Either you see what the model is doing or you don't see what the model is doing on the internet. Yeah. I think my personal benchmark for computer use this year is expense reports. So I have to do my expense report every month. But what you need to do. So for example, I expense a lunch, I have to go back on the calendar and see who I was having lunch with. Then I need to upload the receipt of the lunch and I need to tag the person. The expense report, blah, blah, blah. Yeah. It's very simple on a task by task basis. Yeah. But like you have to go to every app. Right. That I use. You have to go to like the, you know, Uber app. You have to go to the camera roll to get the photo of the receipt, all these things. It's not, you cannot actually do it today, but it feels like a tractable problem. You know that probably by the end of the year we should be able to do it.…

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