Alvin Wang Graylin

Mentioned in 1 episode

"Open Evidence I think was based on GPT-4, which is what their system is based on."

Mentioned in 1 episode

"Anthropic are the ones that are lobbying the government to say, 'We need to address distillation attacks,' which is actually a word that they kind of invented. Every month Meta spends somewhere between $100 and $200 million on Anthropic tokens — they're one of the biggest buyers of AI from Anthropic."

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"Harvey, which is the leading legal use case system, it's based on GLM 5.1, right? And it was upgraded — it used to be based on some other open source model from two years ago."

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"Last week Nvidia announced that they have a $500 billion deal with BlackRock and Carlyle and Blackstone and so forth to essentially securitize chips and compute. This sounds a lot like the subprime issues."

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"I was talking to friends at DeepSeek a little bit after they came out, and before that nobody knew who they were. They were not on the radar, they were not funded by the government. Nobody told them to open source, but the CEO of the company is very open-source-minded."

Mentioned in 1 episode

"I don't know if you guys heard of something called the Buffett indicator. The Buffett indicator says a market is healthy when your stock market is the same value as your GDP. At the height of the internet bubble we were around 120% of GDP. Right now we are at 240% of GDP as the US stock market value."

Mentioned in 1 episode

"Open Evidence I think was based on GPT-4, which is what their system is based on."

Mentioned in 1 episode

"If you use Chinese to ask Anthropic Claude what model you are, they said 'I'm Qwen.' So the US models have also distilled from Chinese models."

Mentioned in 1 episode

"Figure did some kind of a demo of them sorting packages for 10 hours or something. But that's really more for show because you could have just had a one-arm or two-arm little machine doing that at a fraction of the cost and it would have been just as effective."