Avsnitt

  • If you don’t know Grammarly, it’s a personalized AI assistant for writing that has over 30 Million Daily Active Users. Grammarly has been building AI productivity tooling long before the most recent GenAI wave and has raised over $400M, with a current valuation of $13B. Rahul believes AI will enable everyone to focus on more meaningful, creative interactions by automating the "drudgery" of daily tasks. It was interesting to hear him talk about how he thinks about competition and his longer-term perspective on how AI will be adopted by the enterprise.

    [0:00] Intro
    [1:03] The Future of AI in Human Communication
    [3:47] Grammarly's Evolution and Product Overview
    [8:21] Limitations of LLMs
    [15:31] The Impact of ChatGPT and Future Prospects
    [23:52] Fine-Tuning AI for User Needs
    [30:16] Competitive Landscape and Differentiators
    [39:14] AI in Education
    [46:25] Over-hyped/Under-hyped
    [49:57] Most Exciting AI Startups

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • Sarah Buchner is the Founder and CEO of Trunk Tools (https://trunktools.com/). She is a one-of-a-kind founder, having spent her young life as a carpenter in Austria and then working her way up the ranks of the construction industry. She’s also earned several graduate degrees including an MS in Civil Eng, a PHD in Data Science and an MBA from Stanford.

    Trunk Tools is an AI Tool for the $13T construction industry aimed at enhancing project management and addressing the skilled Labor shortage.

    We wanted to have Sarah on to share her experience in building a vertical AI tool - specifically: where AI will have the biggest impact on construction and behind the scenes of how they’ve built tools like TrunkText and TrunkScheduler to massively reduce the amount of rework in construction.

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • Saknas det avsnitt?

    Klicka här för att uppdatera flödet manuellt.

  • Snowflake sits in a unique position in the AI landscape: They enable fast, secure, and scalable proprietary data access for thousands of customers, many of whom are building AI tools. They also maintain their own suite of AI products, increasing the utility of their platform and empowering customers who may not have the resources to build their own.

    That’s why it was so fascinating to speak with Baris Gultekin, Snowflake’s Head of AI, on our latest Unsupervised Learning. Baris has helped Snowflake launch several key products, including Cortex, AI Data Cloud, and even Snowflake’s own LLM, called Arctic. Baris was a founder himself — he joined Snowflake through an acquisition of his blockchain API startup, nxyz. He has a unique window into the future of AI via his role building key infrastructure. It was really fun to dive deep into this side of the AI ecosystem with Baris.

    [0:00] Intro

    [0:33] Snowflake's AI Product Portfolio

    [0:52] Building Arctic LLM: Challenges and Innovations

    [2:57] Use Cases and Applications of Arctic LLM

    [3:10] Cortex: Snowflake's Managed Service for LLMs

    [4:26] Tackling BI Challenges with Cortex Analyst

    [8:46] Data Extraction and Analysis with AI

    [10:15] Snowflake's AI Strategy and Future Directions

    [13:12] Governance and Security in AI Deployments

    [22:25] Supporting and Integrating New AI Models

    [24:02] Discussing the 405B AI Model

    [25:02] Enterprise Use Cases and Cost Considerations

    [26:09] Future of Arctic LM and Security Concerns

    [26:59] Open Source Models and Guardrails

    [30:21] Internal Use of LLMs at Snowflake

    [31:32] Comparing Snowflake and Databricks AI Strategies

    [33:24] Opportunities for AI Startups

    [34:14] Exciting AI Developments and Future Prospects

    [40:34] Over-hyped/Under-hyped

    [45:58] Closing Thoughts and Resources


    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • We’re excited to bring you Connor Zwick, CEO and cofounder of Speak, on the podcast this week! Speak helps people learning a language have conversations with an AI speaking partner, which is critical to gaining fluency. It’s backed by OpenAI and most recently raised at a $500M valuation. Since launching in its inaugural market of South Korea in 2019, Speak has grown to over 10 million users and now has customers in more than 40 countries.

    We learned so much about how language works and how Connor has built this startup. Some of our favorite bits:

    [0:00] Intro

    [0:38] Connor's Entrepreneurial Journey

    [3:40] Diving into AI and Language Learning

    [6:07] The Evolution of Speak

    [9:30] Building Specialized Models and Overcoming Challenges

    [18:17] User Experience and Interface Design

    [24:18] Future of AI in Language Learning

    [35:38] Comparing Duolingo and Speak

    [38:00] Challenges in Translation and Human Connection

    [41:18] Specialized AI Models and Their Impact

    [47:41] Opportunities in Professional and Personal Learning

    [53:38] The Evolution of Education with AI

    [59:31] Final Thoughts and Reflections

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • It was very special to have Github CEO Thomas Dhomke on the pod for many reasons, not the least of which is that my partner Erica Brescia was COO at Gitlab just before joining Redpoint! Thomas has been at Github for almost 6 years, and has been CEO for almost 3 of those years. He has a pulse on what engineers around the world are looking for from the world’s leading developer platform, and incredible vision and empathy in making Github delivers it.

    [0:00] Intro

    [1:08] The Magic of GitHub Copilot

    [2:07] AI's Impact on Software Development

    [2:49] Global Adoption and Democratization of AI

    [4:20] Keeping Developers in the Creative Flow

    [6:59] Future of Software Development with AI

    [9:54] Challenges and Opportunities in AI-Powered Coding

    [11:31] The Role of Agents in Copilot's Strategy

    [17:03] AI's Influence on Open Source Ecosystem

    [24:08] Fine-Tuning and Customization of Copilot

    [28:22] The Rapid Evolution of Copilot

    [30:26] Future Innovations and Accelerating Pace of AI

    [33:09] The Future of AI in Software Development

    [33:44] AI's Impact on Different Tech Stacks

    [34:21] The Evolution of Media Consumption

    [35:15] The Competitive Landscape of AI Models

    [37:02] The Infinite Game of Business

    [38:17] The Role of Multiple AI Models in Enterprises

    [43:01] Advice for Founders Competing with Incumbents

    [45:06] The Importance of Focus in Startups

    [45:50] Expanding the GitHub Ecosystem with Extensions

    [47:20] The Next Wave of Copilot

    [50:57] Quick Fire Questions

    [54:35] Erica and Jordan Debrief

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • Cris is the co-founder and CEO of Runway, which builds breathtakingly real video AI tools, including the incredible Gen-3 Alpha foundation model. Cris sits right at the intersection of technology and creativity, and in 2023 was named to TIME’s 100 Most Influential People in AI. Runway is reported to be in talks to raise capital at a $4 Billion valuation.

    (0:00) intro
    (0:37) how early are we in the AI for creative tools space
    (3:01) how Cris tests new models
    (8:21) who uses Runway?
    (10:37) how Runway teaches new users
    (14:08) does UI matter?
    (29:09) what are the next frontiers for video models?
    (32:32) allocating resources for the research time
    (39:15) how Cris thinks about pricing
    (42:10) one video model to rule them all?
    (44:24) incorporating IP
    (52:45) over-hyped/under-hyped
    (53:30) biggest surprises while building Runway
    (55:12) advice for art students

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • According to Ramp’s (ramp.com) quarterly spend report, Fireflies was the 4th highest AI platform by spend. With over 300,000 customers worldwide and 16M users, Fireflies.ai is operating at some of the largest scale amongst AI companies today.

    This week on Unsupervised Learning we had Krish Ramineni, Co-founder & CEO of Fireflies on to talk about how he sees AI changing the way we work and conduct meetings, and share his biggest learnings around AI in building Fireflies.

    (0:00) intro

    (1:01) how will AI change meetings going forward

    (4:03) Fireflies’ capabilities

    (8:18) how new models change Fireflies

    (11:19) shortcomings of current models

    (16:36) Krish’s lack of belief in fine-tuning

    (26:19) dealing with high inference costs

    (34:00) taking on incumbents

    (40:50) what metrics matter most to Fireflies

    (46:37) how is Fireflies so fast?

    (54:28) over-hyped/under-hyped

    (55:11) biggest surprises in building Fireflies

    (1:01:15) Jacob and Rashad debrief

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • Scott Belsky is the founder of Behance, a creative platform sold to Adobe in 2012. He’s since gone on to take on the role of Chief Product Officer at Adobe leading design for all products across Creative Cloud, Document Cloud and the Digital Experience business. This week on Unsupervised Learning Scott shares his thoughts on the future of creative tools with AI, a future where hyper-personalization wins and what humans will do when content is commoditized.

    (0:00) intro

    (2:27) Adobe’s new AI tools

    (4:40) best uses of Adobe’s AI features

    (7:22) educating users

    (9:28) will the future have one model or thousands?

    (11:01) Adobe building their own models

    (15:12) goals for video generation

    (19:40) hyper-personalized media

    (22:11) AI music

    (26:30) pricing for AI features

    (28:02) biggest surprises in building AI features for Adobe

    (30:58) most exciting AI startups (KoBold AI)

    (32:13) where else would Scott build in the AI world

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • Last week, Suno announced $125M in funding, marking a significant milestone in their journey to reshape the music creation landscape. On this week's episode of Unsupervised Learning, we caught up with Suno's founder, Mikey Shulman, to dive into their approach to multiplayer music collaboration, how they got Suno to be so fast and the future of digital concerts (and workshopped new intro music for the pod 👀).

    (0:00) intro
    (0:31) Mikey’s favorite Suno songs
    (5:17) who uses Suno?
    (7:50) teaching people how to use Suno
    (9:57) new ways to prompt models
    (13:24) the social aspect of Suno
    (17:45) how does Suno approach pricing?
    (19:37) model eval
    (23:27) how models can improve
    (24:58) how is Suno so fast?
    (26:50) handling usage spikes
    (34:28) raising $125 million
    (41:00) IP partnerships
    (45:55) over-hyped/under-hyped
    (46:56) biggest surprises in building Suno
    (50:53) generating an Unsupervised Learning theme song
    (53:26) Jacob and Rashad debrief

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • In this week’s episode of Unsupervised Learning, we delve into the forefront of AI innovation with Eric Ries and Jeremy Howard. Eric Ries, renowned for pioneering the Lean Startup movement, has consistently influenced modern entrepreneurial strategies with his emphasis on agile, sustainable growth through innovation. Jeremy Howard is known for his contributions to deep learning and data science, co-founding the fast.ai educational initiative that democratizes access to cutting-edge AI learning.

    Eric's new podcast and newsletter:

    https://www.ericriesshow.com/

    https://ericries.carrd.co/

    (0:00) intro

    (0:33) The Lean Startup

    4:34) thinking about defensibility

    (9:10) best way to get caught up on AI

    (11:34) starting Answer.ai

    (23:48) efficient fine-tuning of Llama 3

    (38:21) AI regulations

    (48:27) over-hyped/under-hyped

    (48:53) most exciting AI startups

    (55:37) Jacob and Jordan debrief


    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • In this cross-over episode, Sam Altman sat down with Logan on the day of the ChatGPT-4o announcement to share behind-the-scenes details of the launch and offer his predictions for the future of AI. Altman delves into OpenAI’s vision, discusses the timeline for achieving AGI, and explores the societal impact of humanoid robots. He also expresses his excitement and concerns about AI personal assistants, highlights the biggest opportunities and risks in the AI landscape today, and much more.

    (0:00) Intro
    (00:41) The Personal Impact of Leading OpenAI
    (01:35) Unveiling Multimodal AI: A Leap in Technology
    (02:38) The Surprising Use Cases and Benefits of Multimodal AI
    (03:14) Behind the Scenes: Making Multimodal AI Possible
    (08:27) Envisioning the Future of AI in Communication and Creativity
    (10:12) The Business of AI: Monetization, Open Source, and Future Directions
    (16:33) AI's Role in Shaping Future Jobs and Experiences
    (20:20) Debunking AGI: A Continuous Journey Towards Advanced AI
    (23:55) Exploring the Pace of Scientific and Technological Progress
    (24:09) The Importance of Interpretability in AI
    (25:02) Navigating AI Ethics and Regulation
    (27:17) The Safety Paradigm in AI and Beyond
    (28:46) Personal Reflections and the Impact of AI on Society
    (29:02) The Future of AI: Fast Takeoff Scenarios and Societal Changes
    (30:50) Navigating Personal and Professional Challenges
    (40:12) The Role of AI in Creative and Personal Identity
    (43:00) Educational System Adaptations for the AI Era
    (44:21) Contemplating the Future with Advanced AI
    (45:21) Jacob and Pat Debrief

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq'd by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • On this week’s Unsupervised Learning, Pat and I sat down with CTO and Co-Founder of Sourcegraph, Beyang Liu. Sourcegraph is a leader in the AI coding space, and recently launched AI coding assistant, Cody. Beyang shared with us his view on the current landscape of AI coding and the future of coding and software development. He also shared how Sourcegraph has tried to make RAG better, and their model eval approaches.

    (0:00) intro
    (0:47) advice for young coders
    (3:34) AI products at Sourcegraph
    (6:17) the current state of AI coding
    (12:33) what happens when a new GPT model comes out?
    (20:16) what types of developers benefit from these AI tools?
    (30:45) how important is inference cost?
    (35:31) how does Sourcegraph structure AI teams?
    (41:27) what metrics does Sourcegraph use to evaluate their products?
    (50:02) customizing RAG
    (56:55) getting ahead of the agentic future
    (1:05:05) will there be more or less engineers in the future?
    (1:13:50) over-hyped/under-hyped
    (1:16:56) surprises during the Sourcegraph journey
    (1:18:26) cognition buzz and Devin
    (1:26:48) Jacob and Pat debrief

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • Pinecone has raised over $130 million and was most recently valued at $750 million. On this week’s Unsupervised Learning, we sat down with CEO and Founder of Pinecone, Edo Liberty. Pinecone is arguably one of the most important elements in today's modern datastack. Edo shared with us the most common use cases of Pinecone, the evolving landscape of vector databases, challenges in building vector databases, the "painful" launch of serverless model, and what people get wrong the most about Pinecone.

    (0:00) intro

    (0:33) what was it like when ChatGBT came out?

    (6:29) Edo’s favorite applications built on Pinecone

    (10:34) will we see more image and video applications in 2024?

    (14:58) best ways to deal with hallucinations

    (18:12) the evolving landscape of vector databases

    (20:27) if Edo had to build a product, what would his stack look like?

    (31:45) helping clients versus letting them figure things out

    (36:38) moving to a serverless model

    (40:33) what areas of AI should new startups target?

    (45:18) Amazon SageMaker

    (50:38) over-hyped/under-hyped

    (51:30) biggest surprises while building Pinecone

    (56:13) Jacob and Pat debrief

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • Mistral AI is often seen as the startup challenging OpenAI and incumbents developing LLMs. On this week’s episode of Unsupervised Learning, we sat down with CEO and Co-Founder at Mistral AI, Arthur Mensch. Arthur shared with us his view on why open-source will prevail, how Mistral gets LLMs into the hands of enterprises, the build vs. partnership decisions, the competitive landscape and future of LLMs, and how he’d regulate AI safety.

    (0:00) intro

    (0:46) origins of the name “Mistral”

    (2:20) logo origins

    (3:06) closed-source vs open-source models

    (6:31) “training models is what we do best”

    (7:50) Mistral’s partnership strategy

    (10:12) the next frontiers for LLMs

    (11:47) Meta’s GPU announcement

    (13:03) when will Mistral catch up to ChatGPT?

    (16:00) NVIDIA chips

    (16:55) AI regulation and EU AI Act

    (20:07) who should handle AI safety?

    (20:51) policy changes that Arthur would make

    (22:52) foundation models around the world

    (25:50) starting Mistral

    (26:54) releasing Le Chat

    (30:19) over-hyped/under-hyped

    (30:32) surprises while building Mistral

    (31:55) AI startups Arthur is excited about

    (32:19) what application would Arthur build

    (33:46) Jacob and Jordan debrief

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • Superhuman recently launched AI-powered Summarize and Instant Reply features, and has since processed 4 billion emails. On this week’s episode of Unsupervised Learning, we sat down with CEO and Founder at Superhuman, Rahul Vohra. Rahul shared with us what email will look like in the future, the internal product design decisions in building Summarize and Instant Reply, why he’s bullish on the agentic future, and why and how startups should go after incumbents.

    (0:00) intro

    (1:20) why email will never die

    (10:46) how ChatGBT changed Superhuman

    (17:01) making design decisions

    (24:34) how Superhuman personalizes email voices

    (28:35) choosing which models to use

    (31:00) how does cost play into decision-making

    (34:10) teaching users how to use AI

    (46:27) competing with incumbents

    (56:57) how work has evolved

    (59:02) how Rahul would redesign Slack / Slack Agent

    (1:04:54) Jacob and Pat debrief

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • There’s an ongoing debate about where the most value will accrue in AI between incumbents and startups. Of the incumbents, few have shipped product faster than SalesforceAI. Today on Unsupervised Learning we had on Clara Shih, CEO of SalesforceAI and one of Time Magazine’s 100 Most Influential People in AI.

    (0:00) intro

    (0:50) work practices that will become irrelevant

    (1:37) revolutionizing reply recommendations and case summaries

    (4:57) newest Salesforce products

    (5:53) structuring teams

    (7:22) engineering trust into AI products

    (11:58) combining in-house models with ChatGBT

    (13:33) Gucci’s AI adoption

    (16:01) how does Salesforce choose who to share their data with?

    (20:29) AI costs

    (26:29 creating unique voices for brands

    (27:45) AI incumbents vs. startups

    (29:54) what Clara would build if she had the time

    (32:28) the future of Slack

    (35:55) what percent of customer support questions can be answered by AI?

    (38:37) over-hyped/under-hyped

    (39:32) working with Mark Benioff

    (40:46) Jacob and Pat debrief

    (44:42) Slack is the perfect interface for generative AI

    (46:10) Abridge investment

    (48:15) Ideogram investment

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • Last week LangChain announced a $20M Series A led by Sequoia and released the paid version of LangSmith, which has already been used by 1K+ teams and driven 80K signups. On this week’s episode of Unsupervised Learning, we sat down with LangChain Co-Founder and CEO Harrison Chase to talk about the current state of LLM evaluation, observability, and the agent landscape.

    (0:00) intro

    (1:07) applications of AI in the sports world

    (3:26) what does LangChain do?

    (7:51) building with LangSmith

    (10:00) best AI eval practices

    (16:51) to what extent is eval generalizable?

    (21:11) the current agent landscape

    (29:35) balancing present and future at LangChain

    (36:27) using LangServe to deploy LangChain applications

    (41:37) more complex chatbots are coming

    (45:51) current AI practices that will become obsolete

    (48:55) over-hyped/under-hyped

    (49:25) bigger surprise in building LangChain

    (51:50) how ubiquitous will open-source models be in the future?

    (52:43) most exciting AI startups

    (56:07) being an AI “celebrity”

    (58:09) Jacob and Jordan debrief

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • Oscar Health is a $4B public healthcare company, providing healthcare insurance to nearly 1 million members. Oscar is at the forefront of AI adoption, continuously developing new AI use cases in healthcare. On this week’s episode of Unsupervised Learning, we sat down with Oscar Health Co-Founder, former CEO, and now President of Technology Mario Schlosser to talk about where AI will have the biggest impact in healthcare, top AI use cases at Oscar today, AI adoption challenges Oscar is facing, and limitations of GPT-4 in healthcare. Mario also shared his takes on open-source vs. off-the-shelf vs. healthcare-specific LLMs, and why can't we have robot doctors today.

    (0:00) intro

    (1:26) how will AI change healthcare in the next decade

    (9:29) how Oscar uses AI

    (19:00) how to build around healthcare requirements

    (26:06) when would GPT-4 fail "miserably" and fundamental limitations of LLMs

    (36:48) we shouldn’t piss off our smartest robots

    (38:35) sharing AI knowledge between companies

    (42:10) developing healthcare-specific models

    (44:55) hackathons and karaoke nights at Oscar

    (49:27) the need for a safety layer in LLMs

    (51:53) best commercial opportunities in healthcare

    (55:39) will their be AI doctors this decade?

    (59:38) over-hyped/under-hyped

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • Replit raised nearly $100M at $1.2B valuation last April and powers over 20M developers. On this week’s episode of Unsupervised Learning, we sat down with Replit Founder and CEO Amjad Masad to talk about the future of software development, how Replit is empowering young users, how Replit developed its own models, and the data advantage Replit has. Amjad also shared his takes on why he’s bullish on agents, where the value in AI will most likely accrue and why open-source models might not be truly open today.

    (0:00) intro

    (0:45) advice for new coders

    (6:20) how Replit uses AI

    (10:36) AI’s coding capabilities

    (15:49) what makes the best data

    (20:52) educating new Replit AI users

    (23:46) structuring AI teams

    (27:02) building an in-house model

    (36:54) “the world is gonna get way weirder”

    (38:10) Kim and Taylor teaching calculus

    (44:19) usage based pricing is going to get more prevalent

    (51:05) will Microsoft win it all?

    (55:00) Llama and vibe-checking AI models

    (57:35) chatbots are overhyped

    (58:18) latency matters

    (59:50) why Sam Altman is the GOAT

    (1:01:16) over 10 years we’ll see companies really shrink in size

    (1:03:51) Jacob and Pat debrief

    (1:05:27) training coding models on random data

    (1:06:36) Amjad’s take on agents

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint

  • Intercom is one of the earliest adopters of AI - its AI product Fin has generated over two million answers and been used by thousands of users since it was launched last March. On this week’s episode of Unsupervised Learning, we sat down with Intercom Co-Founder and Chief Strategy Officer Des Traynor to talk about how AI is incorporated into Intercom, structuring its AI team, using RAG vs. fine-tuning techniques, where we are in the AI adoption curve, and his advice for startups building on top of AI.

    (0:00) intro

    (0:31) Intercom reaction to ChatGBT

    (3:18) how AI is incorporated into Intercom products

    (6:33) guardrails preventing hallucinations 9:49 exploration versus optimizing cost

    (19:00) structuring AI teams

    (31:17) fine-tuning for customers vs RAG

    (37:03) solving the 'actions' problem

    (38:38) lessons learned from transitioning into AI

    (44:28) over-hyped/under-hyped

    (45:53) companies that have implemented AI well/poorly

    (48:27) Jacob and Jordan debrief

    With your co-hosts:

    @jacobeffron

    - Partner at Redpoint, Former PM Flatiron Health

    @patrickachase

    - Partner at Redpoint, Former ML Engineer LinkedIn

    @ericabrescia

    - Former COO Github, Founder Bitnami (acq’d by VMWare)

    @jordan_segall

    - Partner at Redpoint