The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085

ℹ️ EPISODE INFO

Released

November 24, 2023

Duration

33m

Channel

The Twenty Minute VC

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

Des Traynor is a Co-Founder of Intercom, and has built and led many teams within the company, including Product, Marketing, and Customer Support. Yann LeCun is VP & Chief AI Scientist at Meta and Silver Professor at NYU affiliated with the Courant Institute of Mathematical Sciences & the Center for Data Science. He was the founding Director of FAIR and of the NYU Center for Data Science. Emad Mostaque is the Co-Founder and CEO @ StabilityAI, the parent company of Stable Diffusion. Stability are building the foundation to activate humanity’s potential. Jeff Seibert is the Founder & CEO @ Digits, building the future of AI-powered accounting. Digits have raised funding from the likes of Peter Fenton @ Benchmark and 20VC. Tomasz Tunguz is the Founder and General Partner @ Theory Ventures, just announced last week, Theory is a $230M fund that invests $1-25m in early-stage companies that leverage technology discontinuities into go-to-market advantages. Douwe Kiela is the CEO of Contextual AI, building the contextual language model to power the future of businesses. Cris Valenzuela is the CEO and co-founder of Runway, the company that trains and builds generative AI models for content creation. Richard Socher is the founder and CEO of You.com. Richard previously served as the Chief Scientist and EVP at Salesforce. Before that, Richard was the CEO/CTO of AI startup MetaMind, acquired by Salesforce in 2016. ----------------------------------------------- In Today’s Episode We Discuss:

1. Foundational Models: Analysis Will foundational models become commoditized? Who are the major players? What are their different strengths? Who will win? Who will lose? How important is the size of the model vs the quality of the data?

1. Open vs Closed: What are the biggest pros and cons of an open ecosystem for LLMs? Why is it naive to think that open-source LLMs will prevail? What will determine which method wins?

1. An Analysis of the Incumbents: Why is Google the most vulnerable? What can they do to regain ground? Why is Apple the sleeping giant? How could they win the next wave of AI? What should Amazon do today to compete with Microsoft?

1. The Future: Doom and Gloom? Why is it ridiculous to assume AI systems want to dominate? Why will AI create a renaissance of creativity and human freedom? What role should regulation play in the advancement and progression of AI? ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on Twitter: https://twitter.com/HarryStebbings Follow Des Traynor on Twitter: https://twitter.com/DesTraynor Follow Yann LeCun on Twitter: https://twitter.com/ylecun Follow Emad Mostaque on Twitter: https://twitter.com/EMostaque Follow Jeff Seibert on Twitter: https://twitter.com/JeffSeibert Follow Douwe Kiela on Twitter: https://twitter.com/douwekiela Follow Tomasz Tunguz on Twitter: https://twitter.com/ttunguz Follow Cris Valenzuela on Twitter: https://twitter.com/c_valenzuelab Follow Richard Socher on Twitter: https://twitter.com/RichardSocher Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #VentureCapital #JeffSeibert #DesTraynor #Intercom #yannlecun #Meta #EmadMostaque #StabilityAI #TomaszTunguz #TheoryVentures #DouweKiela #ContextualAI #CrisVenezuela #Runway #RichardSocher #Youcom #Digits #HarryStebbings

🎤 SPEAKERS

• Harry Stebbings

  host

• Richard Socher

  guest

• Emad Mostaque

  guest

• Des Traynor

  guest

• Jeff Seibert

  guest

• Yann LeCun

  guest

• Chris (Runway co‑founder)

  guest

• Duy (Contextual founder)

  guest

• Unspecified female guest commentator

  guest

🧾 EPISODE SUMMARY

In this episode of The Twenty Minute VC, featuring Harry Stebbings and Richard Socher, The Ultimate AI Roundtable: What Happens Now in AI, Why Google are Vulnerable | E1085 explores aI Titans Debate Models, Moats, Business Models, And Big Tech Futures This curated “ultimate AI roundtable” stitches together contrarian views from leading founders, researchers, and investors on how the AI stack, business models, and major tech incumbents will evolve.

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