Databricks 的 Ali Ghodsi 与 a16z 的 Martin Casado 讨论谁应该监管 AI 实验室

Databricks' @alighodsi with a16z's Martin Casado on who should be policing the AI labs: Martin: "Th...

Databricks' @alighodsi with a16z's Martin Casado on who should be policing the AI labs: Martin: "There's kind of three proposals. The OpenAI, Anthropic one is a third party. The Elon Musk one, as far as I can tell, is the labs cross-check each other like peer review, like you do in science. And then the Mark Zuckerberg one is police yourself." Ali: "If we have boxing matches in the ring, the boxers should just be the judges of each other. Would that work? No. They would scream foul all the time." "When vested interests are at play and there's like IPO plans and these two companies are so competitive and they have this history also between them, yeah, they'll be *very* fair to each other." "That's why you need a third party. Why do we have judges in the world at all? Why do we have third parties at all? Why can't people just figure things out between themselves?" "They should try. If they want to do it, they should try. But I'm skeptical that they wouldn't just be biased in multiple ways to judge each other." @alighodsi @martin_casado @sarahdingwang Your browser does not support the video tag. 🔗 View on Twitter a16z @a16z Databricks' @alighodsi on AI risk and adoption: Ali isn't losing sleep over the existential risk debate. He says a number of conditions would all have to be true simultaneously to enable an actual runaway takeoff scenario, and currently several opposite conditions exist. Each frontier training run requires significantly more resources. Power, GPUs, engineers - and some attempts fail, burning up huge piles of money with them. Until that reverses, he doesn't see the self-improving loop happening. Cyber is what he's watching most closely and where he anticipates real impact. Most orgs are not equipped for the coming change in agentic capabilities. The time between a vulnerability being published and being weaponized has collapsed from years to hours. On adoption, he believes most companies don't need a smarter model. The models are already smart enough. The gap is context they don't absorb - the things an employee who's worked at a company for five years learned by osmosis. If the frontier stopped advancing today, he thinks it wouldn't meaningfully change the value most are extracting from AI anyway. In conversation with a16z's Martin Casado and Sarah Wang: 00:00 Intro 00:48 Why Ali places the AI risk near zero 05:05 The word "pacing" was a mistake 10:50 What 10k agents and $100m can do 12:20 What would change his mind on AI risk 14:20 More GPUs, more ways to fail 18:05 US export controls on PlayStations 20:10 The damage everyone expected by now 24:30 Public vulnerabilities weaponized in hours 30:15 Why labs can't grade each other 37:15 Why most of RSI isn't actually RSI 40:05 Why nobody really needs a smarter model 41:50 The AI use cases nobody argues about 47:30 Google Search solved this 25 years ago 50:55 Nobody has privileged knowledge now 55:10 Same model, new harness, 2x cost 58:15 Open source: 5% of spend, 60% of tokens 1:05:30 90% of new databases are created by agents YouTube: youtu.be/GzEtpAKYRvE @databricks @martin_casado @sarahdingwang Your browser does not support the video tag. 🔗 View on Twitter 🔗 View Quoted Tweet 💬 4 🔄 6 ❤️ 34 👀 10410 📊 7 ⚡