app / likes
ChatGPT app
“This is why I like the ChatGPT app, because it gives the AI a home in your computer where you can focus on it, rather than just being another tab in my mess of internet options.”
Public evidence record
Published podcast speaker
Books, apps, and tools
app / likes
“This is why I like the ChatGPT app, because it gives the AI a home in your computer where you can focus on it, rather than just being another tab in my mess of internet options.”
app / likes
“This is why I like the ChatGPT app, because it gives the AI a home in your computer where you can focus on it, rather than just being another tab in my mess of internet options.”
book / recommends
“It’s a great book, Season of the Witch; I recommend it. A bunch of my SF friends who do get out recommended it to me.”
Claim ledger
69 transcript-backed records
01 / belief
“I think in an era when things are moving very fast and are very chaotic, it’s very rewarding to people.”
02 / belief
“I think the question is if the companies can support the valuations. I’d see the AI companies being looked at in some ways like AWS, Azure, and GCP, which are all competing in the same space and all very successful businesses.”
03 / belief
“I think when you look at China, the biggest reason is that they want people around the world to use these models, and I think a lot of people will not.”
04 / belief
“I think a lot of that’s happened at labs this year; there are new hot things, whether it’s coding environments or web navigation, and you just need to bring in new data and change your whole pre-training so that your post-training can work better.”
05 / belief
“I would say less than that on the software side, but I think longer than that on things like research.”
06 / belief
“I think at a lot of frontier labs, when they scale researchers, a lot more goes into data.”
07 / belief
“All the AI interfaces are getting set up to ask humans for input. I think Claude Code we talked about a lot.”
08 / belief
“I think that dream is actually kind of dying. As you talked about with the specialized models where it’s like… and multimodal is often… like, video generation is a totally different thing.”
09 / belief
“I think that that’s hard but if you want to scope the maximum possible impact with minimum compute, it’s something like that—which is just get very narrow, and it takes learning of where the models are going.”
10 / belief
“I think OpenAI’s definition is somewhat related to that—an AI that can do a certain number of economically valuable tasks—which I don’t really love as a definition, but it could be a grounding point.”
11 / belief
“I think GPUs would still exist… …At the time of AlexNet and at the time of the Transformer.”
12 / belief
“I think eventually they’ll fool you, and it’ll be on platforms that give ways of verifying or building trust.”
13 / belief
“I think you could train models to do this and it would be a wonderful contribution.”
14 / belief
“I think there will be some other big multi-billion dollar acquisitions, like Perplexity.”
15 / belief
“I think that if you’re doing a PhD, you could also be like, “It’s too risky to work in language models.”
16 / belief
“If scaling laws are fundamental in deep learning, I think the Bitter Lesson will always apply, which is compute will become more abundant.”
17 / belief
“I think that there’s—we’ll get to continual learning later, but there’s a lot of buzz around certain areas of AI, but no one knows when the next step function will really come.”
18 / belief
“We saw multiple demos in 2025 of, like, Claude can use your computer, or OpenAI had operator, and they all suck. So they’re investing money in this, and I think that’ll be a good example.”
19 / belief
“I think if the organizations allow it, AI could very easily implement features end-to-end and do a fairly good job for things that you want to try.”
20 / belief
“Eventually someone else will still have the idea. So I think that in that way, Jensen is helping manifest this GPU revolution much faster and much more focused than it would be without having a person like him there.”
21 / belief
“I think if you think of it over 100 years, society can be changed more with more compute and intelligence because of autonomy.”
22 / belief
“On the Manhattan Project thing, one of my funny things looking at them is I think that a Manhattan Project-like thing for open models would actually be pretty reasonable, because it wouldn’t cost that much.”
23 / belief
“Whenever they make a release, they’re always talking about how their GPUs are hurting. And I think in one of these gpt-oss-120b release sessions, Sam Altman said, “Oh, we’re releasing this because we can use your GPUs.”
24 / belief
“I think that when they’re close to this automated software engineer, what it will be good at is traditional ML systems and front end—the model is excellent at those—but the distributed ML, the models are actually really quite bad at because there’s so little training data on doing large-scale distributed learning and things.”
25 / belief
“Anthropic, I think, bought thousands of books and scanned them and was cleared legally for that because they bought the books, and that is going through the system.”
26 / belief
“I think process reward models were tried a lot more in the pre-o1 era, and a lot of people had headaches with them.”
27 / belief
“I think we’ll still carry around a physical brick of compute— —because people want some ability to have a private interface.”
28 / belief
“I think the deal for Groq to NVIDIA is rumored to be better for the employees, but it is still this antitrust-avoiding thing.”
29 / belief
“I think the leap from the AI singularity to scaling up mass manufacturing in the US because we have a massive AI advantage is one that is troubled by a lot of political and other challenging problems.”
30 / belief
“I think of the continual learning thing as a research problem where there could be a breakthrough that makes transformers work way better at this and it’s cheap.”
31 / belief
“Linking to what’s happening in big tech, this AI 2027 report leans into the singularity idea where I think research is messy and social and largely in the data in ways that AI models can’t process.”
32 / belief
“I think that all of your decisions when you’re training a model come back to pre-training.”
33 / belief
“I think we need to make a point clear on why the time is now for people that don’t think about this, because essentially, with export controls, you’re making it so China cannot make or get cutting edge chips.”
34 / belief
“I think if you have the demand and the money is on the line, the American companies figure it out. It’s going to take handholding with the government, but I think that the culture helps TSMC break through and it’s easier for them.”
35 / belief
“There’s a lot of really specific things you can do, but all of this is about fine-tuning to human preferences. And the final stage is much newer and will link to what is done in R1 and these reasoning models is I think OpenAI’s name for this, they had this new API in the fall, which they called the reinforcement fine-tuning API.”
36 / belief
“I have XYZ constraints,” and actually trusting it. I think there’s an HCI problem coming back for information.”
37 / belief
“I actually don’t know why input and output tokens are more expensive, but I think essentially output tokens, you have to do more computation because you have to sample from the model.”
38 / belief
“I think there’s been some people that are higher level economics understanding say that as you go from 1 billion of smuggling to 10 billion, it’s like you’re hiding certain levels of economic activity and that’s the most reasonable thing to me is that there’s going to be some level where it’s so obvious that it’s easier to find this economic activity.”
39 / belief
“There are other international things that are worrying, but there’s just fundamental human goodness and trying to amplify that. I think we’re on a tenuous time.”
40 / belief
“Even things that if you’re an expert, things that are close to the fringe of knowledge, they will still be fairly good at, I think.”
41 / belief
“I think a lot of the AI industry is going through this challenge of communications right now where OpenAI makes fun of their own naming schemes.”
42 / belief
“I think their products have long since been banned in China, and I respect saying it directly.”
43 / belief
“I think language models are a form of AGI and all of this super powerful stuff is a next step that’s great if we get these tools.”
44 / belief
“I think then it’ll reassess of what is the biggest problem facing AI and tack on a different angle to the wild ride that we’re on.”
45 / belief
“I think the clearest example we have, because Meta is also open, they talk about order of 60k to 100k H100 equivalent GPUs in their training clusters.”
46 / belief
“The big picture is that I don’t think it’s going to be a cliff. I think a really good example of how growth changes is when Meta added stories.”
47 / belief
“I think humans will definitely be around in a 1000 years, I think. There’s ways that very bad things could happen.”
48 / belief
“I would say that the long tail of use is going to go inside of AI, which is if you scrape trillions of tokens of data, you’re not looking and saying, “This one New York Times article is so important to me.”
49 / belief
“We know that a lot of the American companies are very invested in safety, and that is the central culture of a place like Anthropic. And I think Anthropic sounds like a wonderful place to work, but if safety is your number one goal, it takes way longer to get artifacts out.”
50 / belief
“I think we should comment the why Chinese economy would be hurt by that is that they’re export heavy, I think.”
51 / belief
“For the past few years, the highest cost human data has been in these preferences, which is comparing, I would say, highest cost and highest total usage, so a lot of money has gone to these pairwise comparisons where you have two model outputs and a human is comparing between the two of them.”
52 / belief
“I think export controls are decapping the amount of compute or the density of compute that China can have.”
53 / belief
“I think in terms of internet posts and things that people have been measuring, it hasn’t been a exponential increase or something extremely measurable and things you’re talking about with voice calls and stuff like that, it could be in modalities that are harder to measure.”
54 / belief
“Very long-term motivated in how the ecosystem of AI should work. And I think from a Chinese perspective, he wants a Chinese company to build this vision.”
55 / belief
“Like I know some that are in the like the RLHF as a service space will become busy. I think for good reason, just because like.”
56 / belief
“I think if you zoom into any of the details to look at like the agreement number, so how if you look at a test set, you'll have a chosen and rejected and you can take the reward model you're training, pass in those completions and you see if the chosen predicted reward, so the scalar number is higher than the rejected predicted reward.”
57 / belief
“Oh, I don't even know what inst means, but just saying like they use their adjective that they like. I think Entropic also like steerable is another one.”
58 / belief
“I think big labs are indexed on their own base models so they don't know like what's swapping between CloudBase or GPT-4 base how that would change any notion of preference or what you do with RLHF.”
59 / belief
“I think the things that people see now is like the small models don't really handle nuance as well and they could be more repetitive even if they have really good instruction tuning.”
60 / belief
“I think their papers are sometimes pretty funny because they're not capabilities papers.”
61 / belief
“I think with the language model, it's very hard to define what an environment is.”
62 / belief
“I think the reason why it's not really talked about is just because the RLHF techniques that people use were built in labs like OpenAI and DeepMind where there are some of these people.”
63 / belief
“I think if the people are kind of locked into using synthetic data, people also think that synthetic data is like GPT-4 is more accurate than humans at labeling preferences.”
64 / belief
“I think in the next year that'll probably get made more concrete by the community on like if you can easily draw out like if chain of thought reasoning is more like RL, we can talk about that more later.”
65 / belief
“I think I saw people criticizing it for like just being like safety washing from the fact that they're like talking about GPT-2 still, which is such a kind of like odd model to focus on.”
66 / belief
“Like hugging face. I think every. Library, like all these people at Hugging and Face, were working super hard this weekend to make day zero support for Llama2.”
67 / belief
“Generally we're trying to operate in the scale a little bit smaller than what Meta is doing cuz we obviously don't have that kind of resources at a startup. So I do a lot of technical research and also try to actually engage and communicate that with the community and specifically, Llama, I think I was most interested on kind of the research side.”
68 / belief
“I think may like, it seems like now that both surge and scale are claiming some part in it, which I find hilarious.”
69 / belief
“I, I think the commercial use of this is gonna be off the charts very soon, like at hugging face.”