This episode is brought to you by:

Tegus. Tegus streamlines the investment research process so you can get up to speed and find answers to critical questions on companies faster and more efficiently. The Tegus platform surfaces the hard-to-get qualitative insights, gives instant access to critical public financial data through BamSEC, and helps you set up customized expert calls. It’s all done on a single, modern SaaS platform that offers 360-degree insight into any public or private company. I’ve been so impressed by the platform that my firm, Positive Sum, recently made an investment in Tegus. We did so because we feel that Tegus will be the gold standard platform for investing research for decades to come. As a listener, you can take Tegus for a free test drive by visiting tegus.co/patrick.

Brex. Brex is the integrated financial platform trusted by the world's most innovative entrepreneurs and fastest-growing companies. With Brex, you can move money fast for instant impact with high-limit corporate cards, payments, venture debt, and spend management software all in one place. Ready to accelerate your business? Learn more at brex.com/best.

Show Notes

[00:03:38] - [First question] - What a pre-trained transformer is

[00:06:12] - What latent representation means in the context of AI models

[00:09:57] - Models using math to interpret input data and generate images accurately

[00:11:43] - Whether or not understanding AI complexity in light of the results they arrive at will become a black box scenario

[00:14:13] - A high level history of the companies involved in generative AI

[00:17:51] - The precursory technology that makes generative AI art possible

[00:21:01] - What people are doing to improve AI models in between versions

[00:26:39] - Things that are literally happening during AI training

[00:29:44] - The power dynamics and barriers to entry for building AI models

[00:33:38] - Whether or not AI models might one day function as a utility like electricity

[00:36:01] - Coding using GitHub Copilot and what it’s felt like to use it

[00:40:30] - How he’d approach starting an AI company from scratch

[00:44:40] - Developing this technology beyond general and into specific use cases

[00:49:44] - The secret sauce for defensibility in the AI model space

[00:53:02] - What he’s watching more closely as the story unfolds

[00:56:32] - Whether or not he thinks that these toolkits will eventually learn how to use other systems like Unreal Engine on our behalf