a16z合伙人Gavin Baker预测大公司将使用开源模型和私有数据，Nvidia可能成为开源领导者。
Gavin Baker表示，全球最大公司的未来将是开源模型和私有上下文。他认为未来是多种模型的组合，没有单一模型能在所有方面表现最佳。对于全球1000家最大公司，他们将采用最佳开源模型，很可能不久将是Nvidia模型。芯片公司可以资助模型训练，50至1000亿美元的训练对Jensen来说轻而易举。
Gavin Baker says the future for the world's biggest companies is open models and private context: "...
Gavin Baker says the future for the world's biggest companies is open models and private context: "I think the future is an ensemble of models. There's a Pareto curve. No one model is going to be the best at everything." "For the global 1,000 biggest companies, you're going to take whatever the best open-source model is. I think probably in the very near future, that's going to be an Nvidia model." "Everybody says 'Well, in a world where open-source wins, who funds the training?' Chip companies can fund the training." "It's trivial to do a $50 to $100 billion training run for Jensen, but I do think you're going to see American open-source led by Nvidia get really close to the frontier." "Sharing your own enterprise context, that's truly your IP, that's truly the value of your company, the context embedded in all of your data, sharing that with a frontier lab may be hazardous for your financial health." "I think what you'll see these companies do is they'll have their own model on their data, and it will work with one or two other frontier models, checking each other... I think that feels like a very likely future to me." @GavinSBaker @DavidGeorge83 Your browser does not support the video tag. 🔗 View on Twitter a16z @a16z Gavin Baker and a16z's David George on the state of the AI boom: The future doesn't have to be winner-take-all. Labs, open-source, applications, and the clouds can all capture value. Demand for intelligence is still dramatically underestimated. Today's power users number in the millions and will grow to hundreds of millions. Gavin and David argue a compute shortage is a more real risk than an AI bubble, and building through it is an opportunity to reindustrialize America. In this episode, they get into why compute investments pay back so fast, what the data center backlash gets wrong, the case for putting compute in orbit, why enterprises will run several models at once, and how Nvidia ended up at the center of the entire supply chain. 00:00 Intro 01:06 The bear case Gavin couldn't find 05:50 Why a lab would cut its own revenue 75% 08:05 What LPs get wrong about a crash 10:50 Microsoft slowed its capex and regrets it 14:33 The engineers spending 100x the median 17:35 Why 23-year-olds use AI better than Gavin 21:45 How much copper 500M AI users need 23:00 Stop promising to cure cancer 26:00 America's richest county is full of data centers 30:48 Who gets priced out of compute 33:05 The age of Elon and Jensen 34:25 Orbital data centers 44:40 Asteroid mining 48:12 Why Microsoft doesn't need a frontier model 54:02 Who becomes the abstraction layer 55:40 Everyone wanted a deity, Cursor wanted a product 1:00:25 Never take shots at Jensen 1:07:40 What happens when the chip doesn't work 1:12:10 What chip deals reveal about customer demand YouTube: youtube.com/watch?v=FGC4of… @GavinSBaker @DavidGeorge83 Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 3 🔄 3 ❤️ 23 👀 8287 📊 5 ⚡