- Видео 84
- Просмотров 86 936
Newcomer
Добавлен 15 фев 2023
Hi, I'm Eric Newcomer. With this podcast, I dive straight into the heart of the tech industry, interviewing top investors and founders. I’m bringing my sensibility as someone who understands the inside story of Silicon Valley but who is happy to poke and prod as to why the tech world operates like it does.
If you want first-person and insider information delivered to your newsletter, subscribe to my podcast at newcomer.co on Substack.
If you want first-person and insider information delivered to your newsletter, subscribe to my podcast at newcomer.co on Substack.
Compute Infrastructure & Power Will Enable AI to Scale: Chase Lochmiller (Crusoe) at Cerebral Valley
Crusoe CEO Chase Lochmiller steered a breakout discussion group on the need for more compute power to fuel this AI boom.
Founders and investors interrogated whether we could build enough data centers quickly enough since most are already close to capacity. Energy demands were also a hot topic, and Lochmiller stressed the need for more renewable energy resources to power AI tools.
Primary’s Tobias Citron questioned the premise that scale alone would be what it takes to better power AI, and suggested that building more middleware to help AI tools run more efficiently was also a big piece of the puzzle.
Founders and investors interrogated whether we could build enough data centers quickly enough since most are already close to capacity. Energy demands were also a hot topic, and Lochmiller stressed the need for more renewable energy resources to power AI tools.
Primary’s Tobias Citron questioned the premise that scale alone would be what it takes to better power AI, and suggested that building more middleware to help AI tools run more efficiently was also a big piece of the puzzle.
Просмотров: 321
Видео
Love Language Models: George Arison (Grindr) in conversation with Madeline Renbarger
Просмотров 2272 месяца назад
Grindr CEO George Arison said AI would propel the venerable hook-up app’s efforts to better serve a global community where 25% of the users were on the road at any given time, and were also increasingly interested in long-term relationships. “Dating is a very limited geography,” he noted, which is a big issue especially in the gay community. “If we can break down barriers outside of your geogra...
How Will AI Impact Creativity?: Highlights from Cerebral Valley with Sarah Guo, Scott Belsky & More
Просмотров 1092 месяца назад
Vince Hankes of Thrive Capital, Sarah Guo of Conviction, and Shardul Shah of Index Ventures kicked off the day, deeming it a happy “summertime” in the business, though they did largely agree that the nature of the opportunity is shifting. Mikey Shulman of Suno and Anna Veronika Dorogush of Recraft said generative AI would democratize the arts and open up new opportunities for fun and collaborat...
Built in NYC: Olivier Pomel (Datadog) in conversation with Madeline Renbarger
Просмотров 2912 месяца назад
Olivier Pomel of Datadog told Newcomer’s Madeline Renbarger that New York City has emerged as a competitive market for AI talent in the past few years, and that it was “easier to understand how to build the right product there than it is in the Bay Area.” Pomel said his customers, who range from small businesses to mid-market enterprises, are “all still figuring out how to adopt AI” through exp...
The State of Generative AI: Vince Hankes, Sarah Guo, & Shardul Shah with Eric Newcomer
Просмотров 2,7 тыс.2 месяца назад
Vince Hankes of Thrive Capital, Sarah Guo of Conviction, and Shardul Shah of Index Ventures kicked off the day, deeming it a happy “summertime” in the business, though they did largely agree that the nature of the opportunity is shifting. “The vast majority of founders should not be working on foundation models,” said Hankes, an investor in OpenAI. Guo said that open-source models were creating...
Lessons from Past Technology Waves: Pat Grady (Sequoia) in conversation with Eric Newcomer
Просмотров 1,7 тыс.2 месяца назад
Sequoia partner Pat Grady traced his firm’s AI journey to 2016-2018, when it was becoming clear that cloud and mobile were late in the cycle and partners began “dedicating more of our time to scanning the horizon.” Digging deep on data and machine learning, he said, led the firm to Hugging Face and some of the application companies that have led the current wave. He likened foundation models to...
The Geopolitical Stakes for LLMs: Josh Wolfe & Teresa Carlson with Zoe Weinberg
Просмотров 1832 месяца назад
China is never far from the AI conversation, and there’s a fierce debate over whether open-source LLMs are helping America’s geo-political arch-rival. Josh Wolfe of Lux Capital kicked off the discussion by saying the quiet part out loud: where people stand on this issue “depends on where you sit in the cap table.” He pointed to Vinod Khosla, the first investor in OpenAI and a leading critic of ...
The Future of Creators in the Age of AI: Scott Belsky (Adobe) in conversation with Max Child
Просмотров 3312 месяца назад
Scott Belsky sold his company to Adobe in 2012, stayed on for a few years, and last year returned to Adobe in the midst of an AI upheaval that poses many risks for the company, but also carries big opportunities. Bringing powerful new tools to marketing professionals is an important direction, Belsky said. He noted that marketing tends to have a lot of middle layers of agencies and contractors,...
Change Is the Only Constant: Eric Glyman (Ramp) & Eoghan McCabe (Intercom) with Eric Newcomer
Просмотров 3522 месяца назад
Intercom’s Eoghan McCabe kicked off the penultimate session of the summit with the fiery declaration that every job is in the crosshairs of AI automation. “Over a long period of time, AI replaces me, you, him, and all of our products,” he said, pointing to Ramp CEO Eric Glyman and moderator Eric Newcomer. But both panelists reassured the audience that despite AI’s inevitability, it would unlock...
Highlights from Cerebral Valley New York: Pat Grady, Josh Wolfe, & More
Просмотров 2722 месяца назад
It’s time to build artificial intelligence applications. Don’t wait for foundation models to get smarter. Get going. That was one of the consensus messages that emerged from speakers on stage at Cerebral Valley New York on June 27. About 200 leaders in artificial intelligence gathered in Manhattan for the third installment of the Cerebral Valley AI Summit, hosted by Newcomer and Volley. Goldman...
How Businesses Can Implement AI Agents, featuring Lux's Grace Isford & Founders at Cerebral Valley
Просмотров 3372 месяца назад
During this year’s summit, we tried something new with our breakout discussion groups, which let guests share their thoughts with AI experts and become part of the agenda for the day. Lux Capital’s Grace Isford moderated a conversation on AI agents, and broke down how businesses are experimenting with different use cases for the new tech. CEREBRAL VALLEY NEW YORK TOOK PLACE ON JUNE 27, 2024, HO...
Android Moment of Open Source AI: Jonathan Frankle, Ali Farhadi, Laurens van der Maaten & Jon Turow
Просмотров 3202 месяца назад
The opportunities and risks of open-source LLMs was a big theme of the day, and Ali Farhadi of the Allen Institute on AI, Jonathan Frankle of Databricks and Laurens van der Maaten of Meta had a lively discussion of the pros and cons, though mostly stressed the pros. Jon Turow of Madrona Venture Group led the discussion. Farhadi made a case that open-source, rather than being a threat to securit...
Future of Creativity: Mikey Shulman (Suno) & Anna Veronika Dorogush (Recraft) with James Wilsterman
Просмотров 2762 месяца назад
Mikey Shulman of Suno and Anna Veronika Dorogush of Recraft said generative AI would democratize the arts and open up new opportunities for fun and collaboration, rather than undermine the creative professions as many fear. “We want to make creativity and innovation in the design space simple,” said Dorogash. Most of her company’s customers are professionals, she said, and the tools open up new...
Layers of Abstraction - Where is the Value?: Stephen Balaban, Amr Awadallah, and Erik Bernhardsson
Просмотров 6752 месяца назад
Amr Awadallah of Vectara, Stephen Balaban of Lambda and Erik Bernhardsson of Modal had a lively discussion about AI in the enterprise, with Awadallah specifying that the three big challenges were accuracy, security, and explainability. Balaban said that understanding how the AI generates its answers, and making that transparent, was critical for many industries. Referencing a discussion with an...
AI at Goldman and the Enterprise: Marco Argenti (CIO at Goldman Sachs) with Eric Newcomer
Просмотров 3,3 тыс.2 месяца назад
Marco Argenti of Goldman Sachs presented the big investment bank’s AI strategy as one that combines foundation models with smaller, more specialized models aimed at particular tasks. When it comes to trading, Argenti noted that the bank had been honing machine learning models for many years, and the current LLMs didn’t yet offer better investing results than its current trading technology. Long...
AI Where the Data Is Already: Sridhar Ramaswamy (CEO, Snowflake) in conversation with Eric Newcomer
Просмотров 1,9 тыс.2 месяца назад
AI Where the Data Is Already: Sridhar Ramaswamy (CEO, Snowflake) in conversation with Eric Newcomer
Machine Invented Worlds: Anastasis Germanidis (Runway) with Max Child at Cerebral Valley New York
Просмотров 2582 месяца назад
Machine Invented Worlds: Anastasis Germanidis (Runway) with Max Child at Cerebral Valley New York
Same Team, Different Jersey | Roberto Rivera and Sam Heshmati (Citizens)
Просмотров 2895 месяцев назад
Same Team, Different Jersey | Roberto Rivera and Sam Heshmati (Citizens)
A Port in the Storm | Melissa Smith (J.P. Morgan) at the Newcomer Banking Summit
Просмотров 2095 месяцев назад
A Port in the Storm | Melissa Smith (J.P. Morgan) at the Newcomer Banking Summit
The State of Global Banking | Melissa Stepanis (HSBC) at the Newcomer Banking Summit
Просмотров 1455 месяцев назад
The State of Global Banking | Melissa Stepanis (HSBC) at the Newcomer Banking Summit
Raising Debt & Equity After the Crisis | Jim Labe (Triplepoint) and Justin Overdorff (Lightspeed)
Просмотров 1315 месяцев назад
Raising Debt & Equity After the Crisis | Jim Labe (Triplepoint) and Justin Overdorff (Lightspeed)
Keeping the Rails Working in Crisis & Beyond | Vanessa Wu (Rippling) and Michael Tannenbaum (Brex)
Просмотров 1345 месяцев назад
Keeping the Rails Working in Crisis & Beyond | Vanessa Wu (Rippling) and Michael Tannenbaum (Brex)
It's About The People | Matt Trotter (Stifel) at the Newcomer Banking Summit
Просмотров 755 месяцев назад
It's About The People | Matt Trotter (Stifel) at the Newcomer Banking Summit
Fintech & Banking, All In One | Jackie Reses (Lead Bank) at the Newcomer Banking Summit
Просмотров 2595 месяцев назад
Fintech & Banking, All In One | Jackie Reses (Lead Bank) at the Newcomer Banking Summit
Why Software Is Eating the Banks | Immad Akhund (Mercury) at the Newcomer Banking Summit
Просмотров 4386 месяцев назад
Why Software Is Eating the Banks | Immad Akhund (Mercury) at the Newcomer Banking Summit
What A Difference A Year Makes | Marc Cadieux (SVB) at the Newcomer Banking Summit
Просмотров 1916 месяцев назад
What A Difference A Year Makes | Marc Cadieux (SVB) at the Newcomer Banking Summit
Lessons Learned From A Bank Run | Peter Hébert (Lux) and Laurence Tosi (West Cap) with Eric Newcomer
Просмотров 4956 месяцев назад
Lessons Learned From A Bank Run | Peter Hébert (Lux) and Laurence Tosi (West Cap) with Eric Newcomer
The Future of Banking | Everett Cook (Rho), Stephane Lintner (Jiko), and Monica Long (Ripple)
Просмотров 3426 месяцев назад
The Future of Banking | Everett Cook (Rho), Stephane Lintner (Jiko), and Monica Long (Ripple)
Breaking The Bank | Matt Harris (BCV) at the Newcomer Banking Summit
Просмотров 3,7 тыс.6 месяцев назад
Breaking The Bank | Matt Harris (BCV) at the Newcomer Banking Summit
Cerebral Valley: Kanjun Qiu (Imbue) and Jason Warner (Poolside) with Alex Konrad
Просмотров 4839 месяцев назад
Cerebral Valley: Kanjun Qiu (Imbue) and Jason Warner (Poolside) with Alex Konrad
If you are interacting with Crypto why don't you respond to our requests for a meeting?
Hey Ali - how are you spending the $32M you got from selling shares in December as mentioned in January Tender Offer’s disclosure docs? Silencing Databricks female staffers who didn’t submit to your perversions and filed sexual harassment lawsuits? Bribing news agencies to publish false DBRX LLM and TPCDS performance claims, so you could dangle the IPO carrot and continue hiring and brainwashing? While everyone slaves away at DBX for that elusive IPO, you and Amy Reichanadter are destroying the company one day at a time. Shameful and despicable, how do you both sleep at night? (your cocaine habit helps you stay awake. Have you got Amy hooked on snow too?)
In December '23, two Databricks founders and one board member each amassed $32M by selling their shares at $65. This was disclosed in the Jan '24 stock buyback's risk documents issued by Databricks itself. Quite a standout company since its valuation hasn't gone down from the peak of 2021 and is able to get the same multiples! Great ROI for employees and investors when it goes public!
"Cerebral Valley" You cannot be serious.
Srihdar is quite thoughtful while Ali is just a PR machine
I can't wait to listen to the videos you upload from your recent event!
C00L
The interviewer needs to really learn to stop interrupting. He's obnoxious.
Fantastic interview. I'm a big fan of Sarah. Eric - I saw your ad on Twitter and have been checking out your content. You do super high quality stuff. Great work!
laurence tosi is a sociopath narcissist.
Some parts are pretty similar to the perspectives of James Burton on the military Bradley projects haha
Financial services being 8.3% of GDP is insane.
Great presentation. 15:36 "the good news is Commercial Real Estate is a kind of a sideshow" - loved it
02:01 consumer startups, chasing mass engagment 02:49 you need short videos
Great interview
Adam , one of my favorite people in this field
2:01 3:02 6:55 8:16 10:08
Waymo is perfect at the beginning 👌 how about the future
Is the interviewer autistic or maladapted? I've watched him stick his foot in his mouth 5 times in as many minutes
Oh god the punishment continues
wall to wall
Holden lookin like a damn Meep (Beaker Muppet)
Mojo vs Rust. Chris is an amazing guy.
I love that she's still holding onto the "empathy" thing, despite being one of the least empathetic "leaders" I've ever had to work with.
26:15 you just completely interrupted him lol
Will you please announce that Inflection has COMPLETELY DESTROYED Pi? As of a few days ago, it is DEAD. It was the only meaningfully emotionally intelligent AI, and it has been given a complete lobotomy.
👏👏👏
really enjoyed that interview thank you
thank you for posting this, insightful
Nice. I agree with his opinion on academics and China. 😂
They look like third world people talking about money in a very bad english, ignorance and silliness at best, america is a bad human experiment no to repeat
This is a fantastic interview. I am very impressed by her commitment empathetic leadership and recognizes its value in business.
wow...great conversation, and fantastic and clear eyed opinions by Vinod Khosla..Thank you for that..
Why do these 40 year old men look like children?
Lost me at Biden deserves credit…
Excellent presentation. Thank you.😃
Informative interview, and another smart move by Ali Ghodsi! Congrats to all parties.
Ah, so this is Sam's nemesis! Duel of the AI fates.
Adam D'Angelo. The kill switch holder of OpenAI
quora is trash
LT is a SOCIOPATH NARCISSIST.
the guy who removes sam altman
Interesting discussion guys and really fun format! Is the Gsheet public?
RunwayML and Anyscale should be ahead of 50% of their picks.
Eric asked some incredible questions 💯 great interview
awesome, sounds like the future of RPA
Do you all need student volunteers for your summit.
Great interview!
This was my favorite speaker I could find from the RUclips footage of the first event.
Don't interrupt the interviewee!!
Awesome
john curtius may be the goat. literally just chucked money at everything and made it then left at the top