rank the model landscape for me >> for our type of work it will either be cla or gemini that is the top model and it will be dependent on if context window is a very important factor or not so far it is not because we've built so much architecture around handling lack of context window that we still prefer the cloud models and it seems to me like open AI is going down the you know let users fine-tune models like that type of journey a bit more which so far I don't have a lot of reason to. ...

Here are the five biggest bits of tech news this week. Number one, SpaceX has completed its acquisition of XAI, valuing the combined private company at 1.25% trillion as Elon Musk moves to pair his rocket business with an AI unit that's burning about a billion a month and lays out plans to use SpaceX to build spacebased data centers. Second on the list, Microsoft.Now the second largest market cap loss ever. They lost $360 billion in market cap in a day. So what's the problem there.It looks like OpenAI overe ...

If they look weird and they look wrong, then probably there aren't going to be 15 or 20 or 100 other startups doing it. So, you're probably going to have two or three years without real competition and you have a chance of really building a real moat. Now, if you're wrong, it's not going to help you.But if you happen to be right, then these are some of the the greatest outcomes. ...

The best advice I have ever been given was probably from YC and Joel at Sona Labs, which was to take the check with benchmark over anyone Yes. ...

I think we underestimate the challenges and the wars for AI talent and we talk about it being compensationbased. >> It's mission based. >> Well, it's even more.It's like the best researchers in AI, the best the ones you need to win. They only want to work what they want to work on. >> Yes.>> And they will leave a lot of money behind. That's why we've all moved to novesting anymore at open because we want the folks who like, you know what, I just don't love my job at thinking machines. Come to open AI.You wi ...

I think it's a mistake to judge a decision by the outcome. For example, I'm not a big poker player, but when you play poker, you can make the right decision and the odds are in favor, but you know, the cards that came out, you know, you lost the pot. Doesn't mean that your decisions were wrong.If you make the right decisions, the overtime, you're going to win. But in any individual case, luck has a huge role to play. So you can also learn the wrong lesson. ...

My advice is take the money but continue to behave as if you didn't. Don't spend money just because you have it because companies can be overfunded. It can [music] lead to loss of focus.So if the founder is mature enough and strong enough to take the money, put it in the bank, but spend it based on the signals that they get from the market as opposed to the pressure that they're getting in the boardroom. I think they should take the money because it would be stupid not to. But again, it's easier said than. ...

I think this notion that only growth matters is a very dangerous one and I've seen this movie many many times. We humans are not [clears throat] truth seekers. We are self- validation machines.Meaning that today we have one of the most prominent solo capitalists in venture or zeve who now manages over a billion dollars. In every one of my funds I'm the biggest LP every single one. By the way, I pay myself zero.I don't see anything which is very unusual. I don't know any VC in the world that has zero income ...

Oren Zeev is one of the most prominent solo capitalists in venture. He is one of the most no BS investors of our time. Oren manages over $1BN in AUM and is known for his "radical alignment" approach, often taking $0 in management fees. His track record includes massive successes like Navan, Audible, and Houzz. ----------------------------------------------- Timestamps: 00:00 Intro 01:38 Why the Best Investments Always Look "Wrong" at the Start 03:43 The AI Tsunami: How to Spot Beneficiaries vs Victims 06:57 ...

How much was the first Super Bowl that you bought the spot for. >> I think it was 4.8% at 8 max spins. You you know when you are buying a Super Bowl commercial, you are paying for the air time during the Super Bowl and addition of max spend that you need to invest during the year on the network that have the right for the Super Bowl.>> Wow. So wait a minute. So you have to commit to spend on the network to get the spot in Super Bowl.>> Correct. There are some balancing and of course negotiation. >> What is ...