What are the risks of building a company on top of AI models?

“And— All these things are learnable. And I think the benefit is it's easier to, you know, how to package and deliver something to the market than it is to make huge technical breakthroughs, I think. But the challenge is having the humility to hear that from the market. You know, there are, in my mind, sort of two types of businesses you can build. One is you have a vision about the future and you're waiting for people to catch up. And in some percentage of cases, you'll be right and you'll be a visionary. A lot of cases you'll be dead wrong. And that's a very high-risk way to build a business. I think the lower-risk way to build a business is listen to what the market needs and go figure out how to give it to them as effectively as possible. But that requires humility in saying like, okay, well, I had this really cool idea, but the market's not there with me yet. So I'm going to put it on ice and go solve their problem and then come back to my idea. With cool ideas, you win the market, is pulling it out of me.”

“Yeah, I agree with you. And I don't know what it's like in the founder groups, but there definitely there seems to be a little bit of a rhetoric that if you're not building your own models, like there's some kind of climbing Mount Everest to build a model from scratch. And it's kind of like, if no one's buying it, like it's a hobby at that point, right?”

“And I think people, what they want is they want really high-quality results within a particular security and safety boundary. And the reason why that is, is because every company that offers a product that uses AI is very cognizant of the fact that if something goes wrong, they gotta foot the bill. So, you know, we don't want to end up in a scenario where, you know, my model has thought that this is the best thing and it's gone off in this direction and now it's promised a product to a customer, or it's promised them— or it's given them a piece of advice that I'm liable for. So we start to find that these are the areas that companies really care about. . And when people have commercial incentives, they generally want to be in control. And the word autonomously, I have to admit, scares most big companies. And I think, yeah, it's probably going to scare people again. So I would say probably most progress is going to be made in the security safety space as well as the quality space rather than in kind of this autonomous space.”