Podcasts about simon willison

Hi #AmWriting listeners, Jennie here! Today, I'm talking to Jane Friedman, who is one of the most trusted voices in the world of publishing.She has advised and served organizations such as Writers Digest, The Chicago Manual of Style, The Editorial Freelancers Association, the Alliance of Independent Authors, and the National Endowment for the Arts, among others. She writes two must-read newsletters for industry professionals. One is her personal newsletter, and the other is The Bottom Line (previously called The Hot Sheet), where she provides nuanced market intelligence to thousands of authors and industry professionals. The reason I wanted to speak with Jane on the podcast today is that she has just released an updated version of her book, The Business of Being a Writer, which digs into the nuts and bolts of the writing life, including the work of getting published and choosing how to do that, and the work of making money. It is one of those must-read books for writers who are serious about making a mark.Jane offers so much information, some tough love, and also a reason for hope, and I'm so excited I'm talking to Jane about her own writing process, and her advice for writers.Links from the PodJane's Trademark situation via Writer's DigestJane's The Bottom Line Newsletter The Author's Guild (for AI info)Simon Willison's Things We Learned About LLMs in 2024 (via Substack)Make Art Make Money, Elizabeth Hyde StevensHow to Reform Capitalism, Alain de BottonThe Gift, Lewis Hyde Dana GioiaAlan Watt's Out of Your MindFind Jane via her website: www.janefriendman.com, or on Instagram at @janefriedman This is a public episode. If you'd like to discuss this with other subscribers or get access to bonus episodes, visit amwriting.substack.com/subscribe

What if building software felt more like composing than coding? In this episode, Hugo and Greg explore how LLMs are reshaping the way we think about software development—from deterministic programming to a more flexible, prompt-driven, and collaborative style of building. It's not just hype or grift—it's a real shift in how we express intent, reason about systems, and collaborate across roles. Hugo speaks with Greg Ceccarelli—co-founder of SpecStory, former CPO at Pluralsight, and Director of Data Science at GitHub—about the rise of software composition and how it changes the way individuals and teams create with LLMs. We dive into: - Why software composition is emerging as a serious alternative to traditional coding - The real difference between vibe coding and production-minded prototyping - How LLMs are expanding who gets to build software—and how - What changes when you focus on intent, not just code - What Greg is building with SpecStory to support collaborative, traceable AI-native workflows - The challenges (and joys) of debugging and exploring with agentic tools like Cursor and Claude We've removed the visual demos from the audio—but you can catch our live-coded Chrome extension and JFK document explorer on YouTube. Links below. JFK Docs Vibe Coding Demo (YouTube) (https://youtu.be/JpXCkuV58QE) Chrome Extension Vibe Coding Demo (YouTube) (https://youtu.be/ESVKp37jDwc) Meditations on Tech (Greg's Substack) (https://www.meditationsontech.com/) Simon Willison on Vibe Coding (https://simonwillison.net/2025/Mar/19/vibe-coding/) Johnno Whitaker: On Vibe Coding (https://johnowhitaker.dev/essays/vibe_coding.html) Tim O'Reilly – The End of Programming (https://www.oreilly.com/radar/the-end-of-programming-as-we-know-it/) Vanishing Gradients YouTube Channel (https://www.youtube.com/channel/UC_NafIo-Ku2loOLrzm45ABA) Upcoming Events on Luma (https://lu.ma/calendar/cal-8ImWFDQ3IEIxNWk) Greg Ceccarelli on LinkedIn (https://www.linkedin.com/in/gregceccarelli/) Greg's Hacker News Post on GOOD (https://news.ycombinator.com/item?id=43557698) SpecStory: GOOD – Git Companion for AI Workflows (https://github.com/specstoryai/getspecstory/blob/main/GOOD.md)

When I found out that Django developer and Python Software Foundation chair Dawn Wages has a chapter in her upcoming Domain-Driven Django book called “Just Use Postgres”, I knew we had to get her on the show. In this episode of Talking Postgres with Claire Giordano, Dawn breaks down why so many Python and Django developers have such an affinity for Postgres. And we dive into the Djangonaut Space mentoring program (where contributors launch), learn why “free as in puppies” beats “free as in cake” for open source vibes, and dig into why Python is the second-best language for everything.Links mentioned in this episode:Project page: psycopgDocumentation: Psycopg 3 – PostgreSQL database adapter for PythonProject page: PostgreSQL open source projectGit repo: code for PostgreSQL.org websiteConference: PyCon US 2025, happening May 14-22 in PittsburghConference: PGConf.dev 2025 Schedule, happening May 13-16 in Montreal CanadaConference: Prague PostgreSQL Developer Day 2025 (P2D2) Schedule, which took place Jan 28-29Wikipedia page: Model-view-controller software design patternBook: Professional ASP.NET MVC 1.0, affectionately called “the four heads book”Podcast episode: Working in Public with Simon Willison & Marco SlotBlog: Simon Willison's TILs, aka Things I've learnedSimon Willison's Weblog: Here's how I use LLMs to help me write codeSimon Willison's Weblog: How I make annotated presentationsSurvey: Python Developers Survey 2023 ResultsPython Docs: What's new in Python 3.14Mentorship program: Djangonaut SpaceMentorship program: Media & Talks about Djangonaut SpacePodcast episode: Why mentor Postgres developers with Robert HaasSlides: PGConf EU 2024 talk by Claire Giordano about Contributions to Postgres, including maps showing how global the Postgres project isVideo of POSETTE 2024 talk by Paolo Melchiorre: Semantic search with Django, PostgreSQL, & pgvectorVideo of Citus Con 2023 talk: Maps with Django (and PostGIS), by Paolo MelchiorreVideo of Citus Con 2022 talk: Django with PostgreSQL superpowers, by Paolo MelchiorreConference: DjangoCon Africa 2025, happening August 11-15 in Tanzania Calendar invite: LIVE recording of Ep26 of Talking Postgres to happen on Wed Apr 02, 2025 with guest Bruce Momjian, to talk about Open Source Leadership 

Apple Intelligence, annoncé comme une révolution lors de la WWDC 2024, peine à se concrétiser. Le déploiement est lent, les fonctionnalités arrivent au compte-gouttes, et surtout, la nouvelle version de Siri, initialement prévue pour 2025, ne sortirait pas avant 2026.Un problème majeur semble bloquer la firme de Cupertino : la sécurité. D'après le développeur Simon Willison, Siri 2.0 serait vulnérable aux attaques par injection de prompt, ce qui pourrait compromettre gravement la protection des données des utilisateurs. Apple, dont la promesse de confidentialité est un pilier de son image, se retrouve face à un dilemme : innover ou garantir une sécurité infaillible ?Apple Intelligence pourrait bien être une arme à double tranchant. L'intégration poussée de l'IA dans les systèmes Apple, censée être son atout majeur, risque de devenir son plus grand défi. La quête de perfection freine-t-elle Apple dans la course à l'IA ?-----------♥️ Soutenez Monde Numérique : https://donorbox.org/monde-numerique

Hey folks, Alex here

What are the current large language model (LLM) tools you can use to develop Python? What prompting techniques and strategies produce better results? This week on the show, we speak with Simon Willison about his LLM research and his exploration of writing Python code with these rapidly evolving tools.

Due to overwhelming demand (>15x applications:slots), we are closing CFPs for AI Engineer Summit NYC today. Last call! Thanks, we'll be reaching out to all shortly!The world's top AI blogger and friend of every pod, Simon Willison, dropped a monster 2024 recap: Things we learned about LLMs in 2024. Brian of the excellent TechMeme Ride Home pinged us for a connection and a special crossover episode, our first in 2025. The target audience for this podcast is a tech-literate, but non-technical one. You can see Simon's notes for AI Engineers in his World's Fair Keynote.Timestamp* 00:00 Introduction and Guest Welcome* 01:06 State of AI in 2025* 01:43 Advancements in AI Models* 03:59 Cost Efficiency in AI* 06:16 Challenges and Competition in AI* 17:15 AI Agents and Their Limitations* 26:12 Multimodal AI and Future Prospects* 35:29 Exploring Video Avatar Companies* 36:24 AI Influencers and Their Future* 37:12 Simplifying Content Creation with AI* 38:30 The Importance of Credibility in AI* 41:36 The Future of LLM User Interfaces* 48:58 Local LLMs: A Growing Interest* 01:07:22 AI Wearables: The Next Big Thing* 01:10:16 Wrapping Up and Final ThoughtsTranscript[00:00:00] Introduction and Guest Welcome[00:00:00] Brian: Welcome to the first bonus episode of the Tech Meme Write Home for the year 2025. I'm your host as always, Brian McCullough. Listeners to the pod over the last year know that I have made a habit of quoting from Simon Willison when new stuff happens in AI from his blog. Simon has been, become a go to for many folks in terms of, you know, Analyzing things, criticizing things in the AI space.[00:00:33] Brian: I've wanted to talk to you for a long time, Simon. So thank you for coming on the show. No, it's a privilege to be here. And the person that made this connection happen is our friend Swyx, who has been on the show back, even going back to the, the Twitter Spaces days but also an AI guru in, in their own right Swyx, thanks for coming on the show also.[00:00:54] swyx (2): Thanks. I'm happy to be on and have been a regular listener, so just happy to [00:01:00] contribute as well.[00:01:00] Brian: And a good friend of the pod, as they say. Alright, let's go right into it.[00:01:06] State of AI in 2025[00:01:06] Brian: Simon, I'm going to do the most unfair, broad question first, so let's get it out of the way. The year 2025. Broadly, what is the state of AI as we begin this year?[00:01:20] Brian: Whatever you want to say, I don't want to lead the witness.[00:01:22] Simon: Wow. So many things, right? I mean, the big thing is everything's got really good and fast and cheap. Like, that was the trend throughout all of 2024. The good models got so much cheaper, they got so much faster, they got multimodal, right? The image stuff isn't even a surprise anymore.[00:01:39] Simon: They're growing video, all of that kind of stuff. So that's all really exciting.[00:01:43] Advancements in AI Models[00:01:43] Simon: At the same time, they didn't get massively better than GPT 4, which was a bit of a surprise. So that's sort of one of the open questions is, are we going to see huge, but I kind of feel like that's a bit of a distraction because GPT 4, but way cheaper, much larger context lengths, and it [00:02:00] can do multimodal.[00:02:01] Simon: is better, right? That's a better model, even if it's not.[00:02:05] Brian: What people were expecting or hoping, maybe not expecting is not the right word, but hoping that we would see another step change, right? Right. From like GPT 2 to 3 to 4, we were expecting or hoping that maybe we were going to see the next evolution in that sort of, yeah.[00:02:21] Brian: We[00:02:21] Simon: did see that, but not in the way we expected. We thought the model was just going to get smarter, and instead we got. Massive drops in, drops in price. We got all of these new capabilities. You can talk to the things now, right? They can do simulated audio input, all of that kind of stuff. And so it's kind of, it's interesting to me that the models improved in all of these ways we weren't necessarily expecting.[00:02:43] Simon: I didn't know it would be able to do an impersonation of Santa Claus, like a, you know, Talked to it through my phone and show it what I was seeing by the end of 2024. But yeah, we didn't get that GPT 5 step. And that's one of the big open questions is, is that actually just around the corner and we'll have a bunch of GPT 5 class models drop in the [00:03:00] next few months?[00:03:00] Simon: Or is there a limit?[00:03:03] Brian: If you were a betting man and wanted to put money on it, do you expect to see a phase change, step change in 2025?[00:03:11] Simon: I don't particularly for that, like, the models, but smarter. I think all of the trends we're seeing right now are going to keep on going, especially the inference time compute, right?[00:03:21] Simon: The trick that O1 and O3 are doing, which means that you can solve harder problems, but they cost more and it churns away for longer. I think that's going to happen because that's already proven to work. I don't know. I don't know. Maybe there will be a step change to a GPT 5 level, but honestly, I'd be completely happy if we got what we've got right now.[00:03:41] Simon: But cheaper and faster and more capabilities and longer contexts and so forth. That would be thrilling to me.[00:03:46] Brian: Digging into what you've just said one of the things that, by the way, I hope to link in the show notes to Simon's year end post about what, what things we learned about LLMs in 2024. Look for that in the show notes.[00:03:59] Cost Efficiency in AI[00:03:59] Brian: One of the things that you [00:04:00] did say that you alluded to even right there was that in the last year, you felt like the GPT 4 barrier was broken, like IE. Other models, even open source ones are now regularly matching sort of the state of the art.[00:04:13] Simon: Well, it's interesting, right? So the GPT 4 barrier was a year ago, the best available model was OpenAI's GPT 4 and nobody else had even come close to it.[00:04:22] Simon: And they'd been at the, in the lead for like nine months, right? That thing came out in what, February, March of, of 2023. And for the rest of 2023, nobody else came close. And so at the start of last year, like a year ago, the big question was, Why has nobody beaten them yet? Like, what do they know that the rest of the industry doesn't know?[00:04:40] Simon: And today, that I've counted 18 organizations other than GPT 4 who've put out a model which clearly beats that GPT 4 from a year ago thing. Like, maybe they're not better than GPT 4. 0, but that's, that, that, that barrier got completely smashed. And yeah, a few of those I've run on my laptop, which is wild to me.[00:04:59] Simon: Like, [00:05:00] it was very, very wild. It felt very clear to me a year ago that if you want GPT 4, you need a rack of 40, 000 GPUs just to run the thing. And that turned out not to be true. Like the, the, this is that big trend from last year of the models getting more efficient, cheaper to run, just as capable with smaller weights and so forth.[00:05:20] Simon: And I ran another GPT 4 model on my laptop this morning, right? Microsoft 5. 4 just came out. And that, if you look at the benchmarks, it's definitely, it's up there with GPT 4. 0. It's probably not as good when you actually get into the vibes of the thing, but it, it runs on my, it's a 14 gigabyte download and I can run it on a MacBook Pro.[00:05:38] Simon: Like who saw that coming? The most exciting, like the close of the year on Christmas day, just a few weeks ago, was when DeepSeek dropped their DeepSeek v3 model on Hugging Face without even a readme file. It was just like a giant binary blob that I can't run on my laptop. It's too big. But in all of the benchmarks, it's now by far the best available [00:06:00] open, open weights model.[00:06:01] Simon: Like it's, it's, it's beating the, the metalamas and so forth. And that was trained for five and a half million dollars, which is a tenth of the price that people thought it costs to train these things. So everything's trending smaller and faster and more efficient.[00:06:15] Brian: Well, okay.[00:06:16] Challenges and Competition in AI[00:06:16] Brian: I, I kind of was going to get to that later, but let's, let's combine this with what I was going to ask you next, which is, you know, you're talking, you know, Also in the piece about the LLM prices crashing, which I've even seen in projects that I'm working on, but explain Explain that to a general audience, because we hear all the time that LLMs are eye wateringly expensive to run, but what we're suggesting, and we'll come back to the cheap Chinese LLM, but first of all, for the end user, what you're suggesting is that we're starting to see the cost come down sort of in the traditional technology way of Of costs coming down over time,[00:06:49] Simon: yes, but very aggressively.[00:06:51] Simon: I mean, my favorite thing, the example here is if you look at GPT-3, so open AI's g, PT three, which was the best, a developed model in [00:07:00] 2022 and through most of 20 2023. That, the models that we have today, the OpenAI models are a hundred times cheaper. So there was a 100x drop in price for OpenAI from their best available model, like two and a half years ago to today.[00:07:13] Simon: And[00:07:14] Brian: just to be clear, not to train the model, but for the use of tokens and things. Exactly,[00:07:20] Simon: for running prompts through them. And then When you look at the, the really, the top tier model providers right now, I think, are OpenAI, Anthropic, Google, and Meta. And there are a bunch of others that I could list there as well.[00:07:32] Simon: Mistral are very good. The, the DeepSeq and Quen models have got great. There's a whole bunch of providers serving really good models. But even if you just look at the sort of big brand name providers, they all offer models now that are A fraction of the price of the, the, of the models we were using last year.[00:07:49] Simon: I think I've got some numbers that I threw into my blog entry here. Yeah. Like Gemini 1. 5 flash, that's Google's fast high quality model is [00:08:00] how much is that? It's 0. 075 dollars per million tokens. Like these numbers are getting, So we just do cents per million now,[00:08:09] swyx (2): cents per million,[00:08:10] Simon: cents per million makes, makes a lot more sense.[00:08:12] Simon: Yeah they have one model 1. 5 flash 8B, the absolute cheapest of the Google models, is 27 times cheaper than GPT 3. 5 turbo was a year ago. That's it. And GPT 3. 5 turbo, that was the cheap model, right? Now we've got something 27 times cheaper, and the Google, this Google one can do image recognition, it can do million token context, all of those tricks.[00:08:36] Simon: But it's, it's, it's very, it's, it really is startling how inexpensive some of this stuff has got.[00:08:41] Brian: Now, are we assuming that this, that happening is directly the result of competition? Because again, you know, OpenAI, and probably they're doing this for their own almost political reasons, strategic reasons, keeps saying, we're losing money on everything, even the 200.[00:08:56] Brian: So they probably wouldn't, the prices wouldn't be [00:09:00] coming down if there wasn't intense competition in this space.[00:09:04] Simon: The competition is absolutely part of it, but I have it on good authority from sources I trust that Google Gemini is not operating at a loss. Like, the amount of electricity to run a prompt is less than they charge you.[00:09:16] Simon: And the same thing for Amazon Nova. Like, somebody found an Amazon executive and got them to say, Yeah, we're not losing money on this. I don't know about Anthropic and OpenAI, but clearly that demonstrates it is possible to run these things at these ludicrously low prices and still not be running at a loss if you discount the Army of PhDs and the, the training costs and all of that kind of stuff.[00:09:36] Brian: One, one more for me before I let Swyx jump in here. To, to come back to DeepSeek and this idea that you could train, you know, a cutting edge model for 6 million. I, I was saying on the show, like six months ago, that if we are getting to the point where each new model It would cost a billion, ten billion, a hundred billion to train that.[00:09:54] Brian: At some point it would almost, only nation states would be able to train the new models. Do you [00:10:00] expect what DeepSeek and maybe others are proving to sort of blow that up? Or is there like some sort of a parallel track here that maybe I'm not technically, I don't have the mouse to understand the difference.[00:10:11] Brian: Is the model, are the models going to go, you know, Up to a hundred billion dollars or can we get them down? Sort of like DeepSeek has proven[00:10:18] Simon: so I'm the wrong person to answer that because I don't work in the lab training these models. So I can give you my completely uninformed opinion, which is, I felt like the DeepSeek thing.[00:10:27] Simon: That was a bomb shell. That was an absolute bombshell when they came out and said, Hey, look, we've trained. One of the best available models and it cost us six, five and a half million dollars to do it. I feel, and they, the reason, one of the reasons it's so efficient is that we put all of these export controls in to stop Chinese companies from giant buying GPUs.[00:10:44] Simon: So they've, were forced to be, go as efficient as possible. And yet the fact that they've demonstrated that that's possible to do. I think it does completely tear apart this, this, this mental model we had before that yeah, the training runs just keep on getting more and more expensive and the number of [00:11:00] organizations that can afford to run these training runs keeps on shrinking.[00:11:03] Simon: That, that's been blown out of the water. So yeah, that's, again, this was our Christmas gift. This was the thing they dropped on Christmas day. Yeah, it makes me really optimistic that we can, there are, It feels like there was so much low hanging fruit in terms of the efficiency of both inference and training and we spent a whole bunch of last year exploring that and getting results from it.[00:11:22] Simon: I think there's probably a lot left. I think there's probably, well, I would not be surprised to see even better models trained spending even less money over the next six months.[00:11:31] swyx (2): Yeah. So I, I think there's a unspoken angle here on what exactly the Chinese labs are trying to do because DeepSea made a lot of noise.[00:11:41] swyx (2): so much for joining us for around the fact that they train their model for six million dollars and nobody quite quite believes them. Like it's very, very rare for a lab to trumpet the fact that they're doing it for so cheap. They're not trying to get anyone to buy them. So why [00:12:00] are they doing this? They make it very, very obvious.[00:12:05] swyx (2): Deepseek is about 150 employees. It's an order of magnitude smaller than at least Anthropic and maybe, maybe more so for OpenAI. And so what's, what's the end game here? Are they, are they just trying to show that the Chinese are better than us?[00:12:21] Simon: So Deepseek, it's the arm of a hedge, it's a, it's a quant fund, right?[00:12:25] Simon: It's an algorithmic quant trading thing. So I, I, I would love to get more insight into how that organization works. My assumption from what I've seen is it looks like they're basically just flexing. They're like, hey, look at how utterly brilliant we are with this amazing thing that we've done. And it's, it's working, right?[00:12:43] Simon: They but, and so is that it? Are they, is this just their kind of like, this is, this is why our company is so amazing. Look at this thing that we've done, or? I don't know. I'd, I'd love to get Some insight from, from within that industry as to, as to how that's all playing out.[00:12:57] swyx (2): The, the prevailing theory among the Local Llama [00:13:00] crew and the Twitter crew that I indexed for my newsletter is that there is some amount of copying going on.[00:13:06] swyx (2): It's like Sam Altman you know, tweet, tweeting about how they're being copied. And then also there's this, there, there are other sort of opening eye employees that have said, Stuff that is similar that DeepSeek's rate of progress is how U. S. intelligence estimates the number of foreign spies embedded in top labs.[00:13:22] swyx (2): Because a lot of these ideas do spread around, but they surprisingly have a very high density of them in the DeepSeek v3 technical report. So it's, it's interesting. We don't know how much, how many, how much tokens. I think that, you know, people have run analysis on how often DeepSeek thinks it is cloud or thinks it is opening GPC 4.[00:13:40] swyx (2): Thanks for watching! And we don't, we don't know. We don't know. I think for me, like, yeah, we'll, we'll, we basically will never know as, as external commentators. I think what's interesting is how, where does this go? Is there a logical floor or bottom by my estimations for the same amount of ELO started last year to the end of last year cost went down by a thousand X for the [00:14:00] GPT, for, for GPT 4 intelligence.[00:14:02] swyx (2): Would, do they go down a thousand X this year?[00:14:04] Simon: That's a fascinating question. Yeah.[00:14:06] swyx (2): Is there a Moore's law going on, or did we just get a one off benefit last year for some weird reason?[00:14:14] Simon: My uninformed hunch is low hanging fruit. I feel like up until a year ago, people haven't been focusing on efficiency at all. You know, it was all about, what can we get these weird shaped things to do?[00:14:24] Simon: And now once we've sort of hit that, okay, we know that we can get them to do what GPT 4 can do, When thousands of researchers around the world all focus on, okay, how do we make this more efficient? What are the most important, like, how do we strip out all of the weights that have stuff in that doesn't really matter?[00:14:39] Simon: All of that kind of thing. So yeah, maybe that was it. Maybe 2024 was a freak year of all of the low hanging fruit coming out at once. And we'll actually see a reduction in the, in that rate of improvement in terms of efficiency. I wonder, I mean, I think we'll know for sure in about three months time if that trend's going to continue or not.[00:14:58] swyx (2): I agree. You know, I [00:15:00] think the other thing that you mentioned that DeepSeq v3 was the gift that was given from DeepSeq over Christmas, but I feel like the other thing that might be underrated was DeepSeq R1,[00:15:11] Speaker 4: which is[00:15:13] swyx (2): a reasoning model you can run on your laptop. And I think that's something that a lot of people are looking ahead to this year.[00:15:18] swyx (2): Oh, did they[00:15:18] Simon: release the weights for that one?[00:15:20] swyx (2): Yeah.[00:15:21] Simon: Oh my goodness, I missed that. I've been playing with the quen. So the other great, the other big Chinese AI app is Alibaba's quen. Actually, yeah, I, sorry, R1 is an API available. Yeah. Exactly. When that's really cool. So Alibaba's Quen have released two reasoning models that I've run on my laptop.[00:15:38] Simon: Now there was, the first one was Q, Q, WQ. And then the second one was QVQ because the second one's a vision model. So you can like give it vision puzzles and a prompt that these things, they are so much fun to run. Because they think out loud. It's like the OpenAR 01 sort of hides its thinking process. The Query ones don't.[00:15:59] Simon: They just, they [00:16:00] just churn away. And so you'll give it a problem and it will output literally dozens of paragraphs of text about how it's thinking. My favorite thing that happened with QWQ is I asked it to draw me a pelican on a bicycle in SVG. That's like my standard stupid prompt. And for some reason it thought in Chinese.[00:16:18] Simon: It spat out a whole bunch of like Chinese text onto my terminal on my laptop, and then at the end it gave me quite a good sort of artistic pelican on a bicycle. And I ran it all through Google Translate, and yeah, it was like, it was contemplating the nature of SVG files as a starting point. And the fact that my laptop can think in Chinese now is so delightful.[00:16:40] Simon: It's so much fun watching you do that.[00:16:43] swyx (2): Yeah, I think Andrej Karpathy was saying, you know, we, we know that we have achieved proper reasoning inside of these models when they stop thinking in English, and perhaps the best form of thought is in Chinese. But yeah, for listeners who don't know Simon's blog he always, whenever a new model comes out, you, I don't know how you do it, but [00:17:00] you're always the first to run Pelican Bench on these models.[00:17:02] swyx (2): I just did it for 5.[00:17:05] Simon: Yeah.[00:17:07] swyx (2): So I really appreciate that. You should check it out. These are not theoretical. Simon's blog actually shows them.[00:17:12] Brian: Let me put on the investor hat for a second.[00:17:15] AI Agents and Their Limitations[00:17:15] Brian: Because from the investor side of things, a lot of the, the VCs that I know are really hot on agents, and this is the year of agents, but last year was supposed to be the year of agents as well. Lots of money flowing towards, And Gentic startups.[00:17:32] Brian: But in in your piece that again, we're hopefully going to have linked in the show notes, you sort of suggest there's a fundamental flaw in AI agents as they exist right now. Let me let me quote you. And then I'd love to dive into this. You said, I remain skeptical as to their ability based once again, on the Challenge of gullibility.[00:17:49] Brian: LLMs believe anything you tell them, any systems that attempt to make meaningful decisions on your behalf, will run into the same roadblock. How good is a travel agent, or a digital assistant, or even a research tool, if it [00:18:00] can't distinguish truth from fiction? So, essentially, what you're suggesting is that the state of the art now that allows agents is still, it's still that sort of 90 percent problem, the edge problem, getting to the Or, or, or is there a deeper flaw?[00:18:14] Brian: What are you, what are you saying there?[00:18:16] Simon: So this is the fundamental challenge here and honestly my frustration with agents is mainly around definitions Like any if you ask anyone who says they're working on agents to define agents You will get a subtly different definition from each person But everyone always assumes that their definition is the one true one that everyone else understands So I feel like a lot of these agent conversations, people talking past each other because one person's talking about the, the sort of travel agent idea of something that books things on your behalf.[00:18:41] Simon: Somebody else is talking about LLMs with tools running in a loop with a cron job somewhere and all of these different things. You, you ask academics and they'll laugh at you because they've been debating what agents mean for over 30 years at this point. It's like this, this long running, almost sort of an in joke in that community.[00:18:57] Simon: But if we assume that for this purpose of this conversation, an [00:19:00] agent is something that, Which you can give a job and it goes off and it does that thing for you like, like booking travel or things like that. The fundamental challenge is, it's the reliability thing, which comes from this gullibility problem.[00:19:12] Simon: And a lot of my, my interest in this originally came from when I was thinking about prompt injections as a source of this form of attack against LLM systems where you deliberately lay traps out there for this LLM to stumble across,[00:19:24] Brian: and which I should say you have been banging this drum that no one's gotten any far, at least on solving this, that I'm aware of, right.[00:19:31] Brian: Like that's still an open problem. The two years.[00:19:33] Simon: Yeah. Right. We've been talking about this problem and like, a great illustration of this was Claude so Anthropic released Claude computer use a few months ago. Fantastic demo. You could fire up a Docker container and you could literally tell it to do something and watch it open a web browser and navigate to a webpage and click around and so forth.[00:19:51] Simon: Really, really, really interesting and fun to play with. And then, um. One of the first demos somebody tried was, what if you give it a web page that says download and run this [00:20:00] executable, and it did, and the executable was malware that added it to a botnet. So the, the very first most obvious dumb trick that you could play on this thing just worked, right?[00:20:10] Simon: So that's obviously a really big problem. If I'm going to send something out to book travel on my behalf, I mean, it's hard enough for me to figure out which airlines are trying to scam me and which ones aren't. Do I really trust a language model that believes the literal truth of anything that's presented to it to go out and do those things?[00:20:29] swyx (2): Yeah I definitely think there's, it's interesting to see Anthropic doing this because they used to be the safety arm of OpenAI that split out and said, you know, we're worried about letting this thing out in the wild and here they are enabling computer use for agents. Thanks. The, it feels like things have merged.[00:20:49] swyx (2): You know, I'm, I'm also fairly skeptical about, you know, this always being the, the year of Linux on the desktop. And this is the equivalent of this being the year of agents that people [00:21:00] are not predicting so much as wishfully thinking and hoping and praying for their companies and agents to work.[00:21:05] swyx (2): But I, I feel like things are. Coming along a little bit. It's to me, it's kind of like self driving. I remember in 2014 saying that self driving was just around the corner. And I mean, it kind of is, you know, like in, in, in the Bay area. You[00:21:17] Simon: get in a Waymo and you're like, Oh, this works. Yeah, but it's a slow[00:21:21] swyx (2): cook.[00:21:21] swyx (2): It's a slow cook over the next 10 years. We're going to hammer out these things and the cynical people can just point to all the flaws, but like, there are measurable or concrete progress steps that are being made by these builders.[00:21:33] Simon: There is one form of agent that I believe in. I believe, mostly believe in the research assistant form of agents.[00:21:39] Simon: The thing where you've got a difficult problem and, and I've got like, I'm, I'm on the beta for the, the Google Gemini 1. 5 pro with deep research. I think it's called like these names, these names. Right. But. I've been using that. It's good, right? You can give it a difficult problem and it tells you, okay, I'm going to look at 56 different websites [00:22:00] and it goes away and it dumps everything to its context and it comes up with a report for you.[00:22:04] Simon: And it's not, it won't work against adversarial websites, right? If there are websites with deliberate lies in them, it might well get caught out. Most things don't have that as a problem. And so I've had some answers from that which were genuinely really valuable to me. And that feels to me like, I can see how given existing LLM tech, especially with Google Gemini with its like million token contacts and Google with their crawl of the entire web and their, they've got like search, they've got search and cache, they've got a cache of every page and so forth.[00:22:35] Simon: That makes sense to me. And that what they've got right now, I don't think it's, it's not as good as it can be, obviously, but it's, it's, it's, it's a real useful thing, which they're going to start rolling out. So, you know, Perplexity have been building the same thing for a couple of years. That, that I believe in.[00:22:50] Simon: You know, if you tell me that you're going to have an agent that's a research assistant agent, great. The coding agents I mean, chat gpt code interpreter, Nearly two years [00:23:00] ago, that thing started writing Python code, executing the code, getting errors, rewriting it to fix the errors. That pattern obviously works.[00:23:07] Simon: That works really, really well. So, yeah, coding agents that do that sort of error message loop thing, those are proven to work. And they're going to keep on getting better, and that's going to be great. The research assistant agents are just beginning to get there. The things I'm critical of are the ones where you trust, you trust this thing to go out and act autonomously on your behalf, and make decisions on your behalf, especially involving spending money, like that.[00:23:31] Simon: I don't see that working for a very long time. That feels to me like an AGI level problem.[00:23:37] swyx (2): It's it's funny because I think Stripe actually released an agent toolkit which is one of the, the things I featured that is trying to enable these agents each to have a wallet that they can go and spend and have, basically, it's a virtual card.[00:23:49] swyx (2): It's not that, not that difficult with modern infrastructure. can[00:23:51] Simon: stick a 50 cap on it, then at least it's an honor. Can't lose more than 50.[00:23:56] Brian: You know I don't, I don't know if either of you know Rafat Ali [00:24:00] he runs Skift, which is a, a travel news vertical. And he, he, he constantly laughs at the fact that every agent thing is, we're gonna get rid of booking a, a plane flight for you, you know?[00:24:11] Brian: And, and I would point out that, like, historically, when the web started, the first thing everyone talked about is, You can go online and book a trip, right? So it's funny for each generation of like technological advance. The thing they always want to kill is the travel agent. And now they want to kill the webpage travel agent.[00:24:29] Simon: Like it's like I use Google flight search. It's great, right? If you gave me an agent to do that for me, it would save me, I mean, maybe 15 seconds of typing in my things, but I still want to see what my options are and go, yeah, I'm not flying on that airline, no matter how cheap they are.[00:24:44] swyx (2): Yeah. For listeners, go ahead.[00:24:47] swyx (2): For listeners, I think, you know, I think both of you are pretty positive on NotebookLM. And you know, we, we actually interviewed the NotebookLM creators, and there are actually two internal agents going on internally. The reason it takes so long is because they're running an agent loop [00:25:00] inside that is fairly autonomous, which is kind of interesting.[00:25:01] swyx (2): For one,[00:25:02] Simon: for a definition of agent loop, if you picked that particularly well. For one definition. And you're talking about the podcast side of this, right?[00:25:07] swyx (2): Yeah, the podcast side of things. They have a there's, there's going to be a new version coming out that, that we'll be featuring at our, at our conference.[00:25:14] Simon: That one's fascinating to me. Like NotebookLM, I think it's two products, right? On the one hand, it's actually a very good rag product, right? You dump a bunch of things in, you can run searches, that, that, it does a good job of. And then, and then they added the, the podcast thing. It's a bit of a, it's a total gimmick, right?[00:25:30] Simon: But that gimmick got them attention, because they had a great product that nobody paid any attention to at all. And then you add the unfeasibly good voice synthesis of the podcast. Like, it's just, it's, it's, it's the lesson.[00:25:43] Brian: It's the lesson of mid journey and stuff like that. If you can create something that people can post on socials, you don't have to lift a finger again to do any marketing for what you're doing.[00:25:53] Brian: Let me dig into Notebook LLM just for a second as a podcaster. As a [00:26:00] gimmick, it makes sense, and then obviously, you know, you dig into it, it sort of has problems around the edges. It's like, it does the thing that all sort of LLMs kind of do, where it's like, oh, we want to Wrap up with a conclusion.[00:26:12] Multimodal AI and Future Prospects[00:26:12] Brian: I always call that like the the eighth grade book report paper problem where it has to have an intro and then, you know But that's sort of a thing where because I think you spoke about this again in your piece at the year end About how things are going multimodal and how things are that you didn't expect like, you know vision and especially audio I think So that's another thing where, at least over the last year, there's been progress made that maybe you, you didn't think was coming as quick as it came.[00:26:43] Simon: I don't know. I mean, a year ago, we had one really good vision model. We had GPT 4 vision, was, was, was very impressive. And Google Gemini had just dropped Gemini 1. 0, which had vision, but nobody had really played with it yet. Like Google hadn't. People weren't taking Gemini [00:27:00] seriously at that point. I feel like it was 1.[00:27:02] Simon: 5 Pro when it became apparent that actually they were, they, they got over their hump and they were building really good models. And yeah, and they, to be honest, the video models are mostly still using the same trick. The thing where you divide the video up into one image per second and you dump that all into the context.[00:27:16] Simon: So maybe it shouldn't have been so surprising to us that long context models plus vision meant that the video was, was starting to be solved. Of course, it didn't. Not being, you, what you really want with videos, you want to be able to do the audio and the images at the same time. And I think the models are beginning to do that now.[00:27:33] Simon: Like, originally, Gemini 1. 5 Pro originally ignored the audio. It just did the, the, like, one frame per second video trick. As far as I can tell, the most recent ones are actually doing pure multimodal. But the things that opens up are just extraordinary. Like, the the ChatGPT iPhone app feature that they shipped as one of their 12 days of, of OpenAI, I really can be having a conversation and just turn on my video camera and go, Hey, what kind of tree is [00:28:00] this?[00:28:00] Simon: And so forth. And it works. And for all I know, that's just snapping a like picture once a second and feeding it into the model. The, the, the things that you can do with that as an end user are extraordinary. Like that, that to me, I don't think most people have cottoned onto the fact that you can now stream video directly into a model because it, it's only a few weeks old.[00:28:22] Simon: Wow. That's a, that's a, that's a, that's Big boost in terms of what kinds of things you can do with this stuff. Yeah. For[00:28:30] swyx (2): people who are not that close I think Gemini Flashes free tier allows you to do something like capture a photo, one photo every second or a minute and leave it on 24, seven, and you can prompt it to do whatever.[00:28:45] swyx (2): And so you can effectively have your own camera app or monitoring app that that you just prompt and it detects where it changes. It detects for, you know, alerts or anything like that, or describes your day. You know, and, and, and the fact that this is free I think [00:29:00] it's also leads into the previous point of it being the prices haven't come down a lot.[00:29:05] Simon: And even if you're paying for this stuff, like a thing that I put in my blog entry is I ran a calculation on what it would cost to process 68, 000 photographs in my photo collection, and for each one just generate a caption, and using Gemini 1. 5 Flash 8B, it would cost me 1. 68 to process 68, 000 images, which is, I mean, that, that doesn't make sense.[00:29:28] Simon: None of that makes sense. Like it's, it's a, for one four hundredth of a cent per image to generate captions now. So you can see why feeding in a day's worth of video just isn't even very expensive to process.[00:29:40] swyx (2): Yeah, I'll tell you what is expensive. It's the other direction. So we're here, we're talking about consuming video.[00:29:46] swyx (2): And this year, we also had a lot of progress, like probably one of the most excited, excited, anticipated launches of the year was Sora. We actually got Sora. And less exciting.[00:29:55] Simon: We did, and then VO2, Google's Sora, came out like three [00:30:00] days later and upstaged it. Like, Sora was exciting until VO2 landed, which was just better.[00:30:05] swyx (2): In general, I feel the media, or the social media, has been very unfair to Sora. Because what was released to the world, generally available, was Sora Lite. It's the distilled version of Sora, right? So you're, I did not[00:30:16] Simon: realize that you're absolutely comparing[00:30:18] swyx (2): the, the most cherry picked version of VO two, the one that they published on the marketing page to the, the most embarrassing version of the soa.[00:30:25] swyx (2): So of course it's gonna look bad, so, well, I got[00:30:27] Simon: access to the VO two I'm in the VO two beta and I've been poking around with it and. Getting it to generate pelicans on bicycles and stuff. I would absolutely[00:30:34] swyx (2): believe that[00:30:35] Simon: VL2 is actually better. Is Sora, so is full fat Sora coming soon? Do you know, when, when do we get to play with that one?[00:30:42] Simon: No one's[00:30:43] swyx (2): mentioned anything. I think basically the strategy is let people play around with Sora Lite and get info there. But the, the, keep developing Sora with the Hollywood studios. That's what they actually care about. Gotcha. Like the rest of us. Don't really know what to do with the video anyway. Right.[00:30:59] Simon: I mean, [00:31:00] that's my thing is I realized that for generative images and images and video like images We've had for a few years and I don't feel like they've broken out into the talented artist community yet Like lots of people are having fun with them and doing and producing stuff. That's kind of cool to look at but what I want you know that that movie everything everywhere all at once, right?[00:31:20] Simon: One, one ton of Oscars, utterly amazing film. The VFX team for that were five people, some of whom were watching YouTube videos to figure out what to do. My big question for, for Sora and and and Midjourney and stuff, what happens when a creative team like that starts using these tools? I want the creative geniuses behind everything, everywhere all at once.[00:31:40] Simon: What are they going to be able to do with this stuff in like a few years time? Because that's really exciting to me. That's where you take artists who are at the very peak of their game. Give them these new capabilities and see, see what they can do with them.[00:31:52] swyx (2): I should, I know a little bit here. So it should mention that, that team actually used RunwayML.[00:31:57] swyx (2): So there was, there was,[00:31:57] Simon: yeah.[00:31:59] swyx (2): I don't know how [00:32:00] much I don't. So, you know, it's possible to overstate this, but there are people integrating it. Generated video within their workflow, even pre SORA. Right, because[00:32:09] Brian: it's not, it's not the thing where it's like, okay, tomorrow we'll be able to do a full two hour movie that you prompt with three sentences.[00:32:15] Brian: It is like, for the very first part of, of, you know video effects in film, it's like, if you can get that three second clip, if you can get that 20 second thing that they did in the matrix that blew everyone's minds and took a million dollars or whatever to do, like, it's the, it's the little bits and pieces that they can fill in now that it's probably already there.[00:32:34] swyx (2): Yeah, it's like, I think actually having a layered view of what assets people need and letting AI fill in the low value assets. Right, like the background video, the background music and, you know, sometimes the sound effects. That, that maybe, maybe more palatable maybe also changes the, the way that you evaluate the stuff that's coming out.[00:32:57] swyx (2): Because people tend to, in social media, try to [00:33:00] emphasize foreground stuff, main character stuff. So you really care about consistency, and you, you really are bothered when, like, for example, Sorad. Botch's image generation of a gymnast doing flips, which is horrible. It's horrible. But for background crowds, like, who cares?[00:33:18] Brian: And by the way, again, I was, I was a film major way, way back in the day, like, that's how it started. Like things like Braveheart, where they filmed 10 people on a field, and then the computer could turn it into 1000 people on a field. Like, that's always been the way it's around the margins and in the background that first comes in.[00:33:36] Brian: The[00:33:36] Simon: Lord of the Rings movies were over 20 years ago. Although they have those giant battle sequences, which were very early, like, I mean, you could almost call it a generative AI approach, right? They were using very sophisticated, like, algorithms to model out those different battles and all of that kind of stuff.[00:33:52] Simon: Yeah, I know very little. I know basically nothing about film production, so I try not to commentate on it. But I am fascinated to [00:34:00] see what happens when, when these tools start being used by the real, the people at the top of their game.[00:34:05] swyx (2): I would say like there's a cultural war that is more that being fought here than a technology war.[00:34:11] swyx (2): Most of the Hollywood people are against any form of AI anyway, so they're busy Fighting that battle instead of thinking about how to adopt it and it's, it's very fringe. I participated here in San Francisco, one generative AI video creative hackathon where the AI positive artists actually met with technologists like myself and then we collaborated together to build short films and that was really nice and I think, you know, I'll be hosting some of those in my events going forward.[00:34:38] swyx (2): One thing that I think like I want to leave it. Give people a sense of it's like this is a recap of last year But then sometimes it's useful to walk away as well with like what can we expect in the future? I don't know if you got anything. I would also call out that the Chinese models here have made a lot of progress Hyde Law and Kling and God knows who like who else in the video arena [00:35:00] Also making a lot of progress like surprising him like I think maybe actually Chinese China is surprisingly ahead with regards to Open8 at least, but also just like specific forms of video generation.[00:35:12] Simon: Wouldn't it be interesting if a film industry sprung up in a country that we don't normally think of having a really strong film industry that was using these tools? Like, that would be a fascinating sort of angle on this. Mm hmm. Mm hmm.[00:35:25] swyx (2): Agreed. I, I, I Oh, sorry. Go ahead.[00:35:29] Exploring Video Avatar Companies[00:35:29] swyx (2): Just for people's Just to put it on people's radar as well, Hey Jen, there's like there's a category of video avatar companies that don't specifically, don't specialize in general video.[00:35:41] swyx (2): They only do talking heads, let's just say. And HeyGen sings very well.[00:35:45] Brian: Swyx, you know that that's what I've been using, right? Like, have, have I, yeah, right. So, if you see some of my recent YouTube videos and things like that, where, because the beauty part of the HeyGen thing is, I, I, I don't want to use the robot voice, so [00:36:00] I record the mp3 file for my computer, And then I put that into HeyGen with the avatar that I've trained it on, and all it does is the lip sync.[00:36:09] Brian: So it looks, it's not 100 percent uncanny valley beatable, but it's good enough that if you weren't looking for it, it's just me sitting there doing one of my clips from the show. And, yeah, so, by the way, HeyGen. Shout out to them.[00:36:24] AI Influencers and Their Future[00:36:24] swyx (2): So I would, you know, in terms of like the look ahead going, like, looking, reviewing 2024, looking at trends for 2025, I would, they basically call this out.[00:36:33] swyx (2): Meta tried to introduce AI influencers and failed horribly because they were just bad at it. But at some point that there will be more and more basically AI influencers Not in a way that Simon is but in a way that they are not human.[00:36:50] Simon: Like the few of those that have done well, I always feel like they're doing well because it's a gimmick, right?[00:36:54] Simon: It's a it's it's novel and fun to like Like that, the AI Seinfeld thing [00:37:00] from last year, the Twitch stream, you know, like those, if you're the only one or one of just a few doing that, you'll get, you'll attract an audience because it's an interesting new thing. But I just, I don't know if that's going to be sustainable longer term or not.[00:37:11] Simon: Like,[00:37:12] Simplifying Content Creation with AI[00:37:12] Brian: I'm going to tell you, Because I've had discussions, I can't name the companies or whatever, but, so think about the workflow for this, like, now we all know that on TikTok and Instagram, like, holding up a phone to your face, and doing like, in my car video, or walking, a walk and talk, you know, that's, that's very common, but also, if you want to do a professional sort of talking head video, you still have to sit in front of a camera, you still have to do the lighting, you still have to do the video editing, versus, if you can just record, what I'm saying right now, the last 30 seconds, If you clip that out as an mp3 and you have a good enough avatar, then you can put that avatar in front of Times Square, on a beach, or whatever.[00:37:50] Brian: So, like, again for creators, the reason I think Simon, we're on the verge of something, it, it just, it's not going to, I think it's not, oh, we're going to have [00:38:00] AI avatars take over, it'll be one of those things where it takes another piece of the workflow out and simplifies it. I'm all[00:38:07] Simon: for that. I, I always love this stuff.[00:38:08] Simon: I like tools. Tools that help human beings do more. Do more ambitious things. I'm always in favor of, like, that, that, that's what excites me about this entire field.[00:38:17] swyx (2): Yeah. We're, we're looking into basically creating one for my podcast. We have this guy Charlie, he's Australian. He's, he's not real, but he pre, he opens every show and we are gonna have him present all the shorts.[00:38:29] Simon: Yeah, go ahead.[00:38:30] The Importance of Credibility in AI[00:38:30] Simon: The thing that I keep coming back to is this idea of credibility like in a world that is full of like AI generated everything and so forth It becomes even more important that people find the sources of information that they trust and find people and find Sources that are credible and I feel like that's the one thing that LLMs and AI can never have is credibility, right?[00:38:49] Simon: ChatGPT can never stake its reputation on telling you something useful and interesting because That means nothing, right? It's a matrix multiplication. It depends on who prompted it and so forth. So [00:39:00] I'm always, and this is when I'm blogging as well, I'm always looking for, okay, who are the reliable people who will tell me useful, interesting information who aren't just going to tell me whatever somebody's paying them to tell, tell them, who aren't going to, like, type a one sentence prompt into an LLM and spit out an essay and stick it online.[00:39:16] Simon: And that, that to me, Like, earning that credibility is really important. That's why a lot of my ethics around the way that I publish are based on the idea that I want people to trust me. I want to do things that, that gain credibility in people's eyes so they will come to me for information as a trustworthy source.[00:39:32] Simon: And it's the same for the sources that I'm, I'm consulting as well. So that's something I've, I've been thinking a lot about that sort of credibility focus on this thing for a while now.[00:39:40] swyx (2): Yeah, you can layer or structure credibility or decompose it like so one thing I would put in front of you I'm not saying that you should Agree with this or accept this at all is that you can use AI to generate different Variations and then and you pick you as the final sort of last mile person that you pick The last output and [00:40:00] you put your stamp of credibility behind that like that everything's human reviewed instead of human origin[00:40:04] Simon: Yeah, if you publish something you need to be able to put it on the ground Publishing it.[00:40:08] Simon: You need to say, I will put my name to this. I will attach my credibility to this thing. And if you're willing to do that, then, then that's great.[00:40:16] swyx (2): For creators, this is huge because there's a fundamental asymmetry between starting with a blank slate versus choosing from five different variations.[00:40:23] Brian: Right.[00:40:24] Brian: And also the key thing that you just said is like, if everything that I do, if all of the words were generated by an LLM, if the voice is generated by an LLM. If the video is also generated by the LLM, then I haven't done anything, right? But if, if one or two of those, you take a shortcut, but it's still, I'm willing to sign off on it.[00:40:47] Brian: Like, I feel like that's where I feel like people are coming around to like, this is maybe acceptable, sort of.[00:40:53] Simon: This is where I've been pushing the definition. I love the term slop. Where I've been pushing the definition of slop as AI generated [00:41:00] content that is both unrequested and unreviewed and the unreviewed thing is really important like that's the thing that elevates something from slop to not slop is if A human being has reviewed it and said, you know what, this is actually worth other people's time.[00:41:12] Simon: And again, I'm willing to attach my credibility to it and say, hey, this is worthwhile.[00:41:16] Brian: It's, it's, it's the cura curational, curatorial and editorial part of it that no matter what the tools are to do shortcuts, to do, as, as Swyx is saying choose between different edits or different cuts, but in the end, if there's a curatorial mind, Or editorial mind behind it.[00:41:32] Brian: Let me I want to wedge this in before we start to close.[00:41:36] The Future of LLM User Interfaces[00:41:36] Brian: One of the things coming back to your year end piece that has been a something that I've been banging the drum about is when you're talking about LLMs. Getting harder to use. You said most users are thrown in at the deep end.[00:41:48] Brian: The default LLM chat UI is like taking brand new computer users, dropping them into a Linux terminal and expecting them to figure it all out. I mean, it's, it's literally going back to the command line. The command line was defeated [00:42:00] by the GUI interface. And this is what I've been banging the drum about is like, this cannot be.[00:42:05] Brian: The user interface, what we have now cannot be the end result. Do you see any hints or seeds of a GUI moment for LLM interfaces?[00:42:17] Simon: I mean, it has to happen. It absolutely has to happen. The the, the, the, the usability of these things is turning into a bit of a crisis. And we are at least seeing some really interesting innovation in little directions.[00:42:28] Simon: Just like OpenAI's chat GPT canvas thing that they just launched. That is at least. Going a little bit more interesting than just chat, chats and responses. You know, you can, they're exploring that space where you're collaborating with an LLM. You're both working in the, on the same document. That makes a lot of sense to me.[00:42:44] Simon: Like that, that feels really smart. The one of the best things is still who was it who did the, the UI where you could, they had a drawing UI where you draw an interface and click a button. TL draw would then make it real thing. That was spectacular, [00:43:00] absolutely spectacular, like, alternative vision of how you'd interact with these models.[00:43:05] Simon: Because yeah, the and that's, you know, so I feel like there is so much scope for innovation there and it is beginning to happen. Like, like, I, I feel like most people do understand that we need to do better in terms of interfaces that both help explain what's going on and give people better tools for working with models.[00:43:23] Simon: I was going to say, I want to[00:43:25] Brian: dig a little deeper into this because think of the conceptual idea behind the GUI, which is instead of typing into a command line open word. exe, it's, you, you click an icon, right? So that's abstracting away sort of the, again, the programming stuff that like, you know, it's, it's a, a, a child can tap on an iPad and, and make a program open, right?[00:43:47] Brian: The problem it seems to me right now with how we're interacting with LLMs is it's sort of like you know a dumb robot where it's like you poke it and it goes over here, but no, I want it, I want to go over here so you poke it this way and you can't get it exactly [00:44:00] right, like, what can we abstract away from the From the current, what's going on that, that makes it more fine tuned and easier to get more precise.[00:44:12] Brian: You see what I'm saying?[00:44:13] Simon: Yes. And the this is the other trend that I've been following from the last year, which I think is super interesting. It's the, the prompt driven UI development thing. Basically, this is the pattern where Claude Artifacts was the first thing to do this really well. You type in a prompt and it goes, Oh, I should answer that by writing a custom HTML and JavaScript application for you that does a certain thing.[00:44:35] Simon: And when you think about that take and since then it turns out This is easy, right? Every decent LLM can produce HTML and JavaScript that does something useful. So we've actually got this alternative way of interacting where they can respond to your prompt with an interactive custom interface that you can work with.[00:44:54] Simon: People haven't quite wired those back up again. Like, ideally, I'd want the LLM ask me a [00:45:00] question where it builds me a custom little UI, For that question, and then it gets to see how I interacted with that. I don't know why, but that's like just such a small step from where we are right now. But that feels like such an obvious next step.[00:45:12] Simon: Like an LLM, why should it, why should you just be communicating with, with text when it can build interfaces on the fly that let you select a point on a map or or move like sliders up and down. It's gonna create knobs and dials. I keep saying knobs and dials. right. We can do that. And the LLMs can build, and Claude artifacts will build you a knobs and dials interface.[00:45:34] Simon: But at the moment they haven't closed the loop. When you twiddle those knobs, Claude doesn't see what you were doing. They're going to close that loop. I'm, I'm shocked that they haven't done it yet. So yeah, I think there's so much scope for innovation and there's so much scope for doing interesting stuff with that model where the LLM, anything you can represent in SVG, which is almost everything, can now be part of that ongoing conversation.[00:45:59] swyx (2): Yeah, [00:46:00] I would say the best executed version of this I've seen so far is Bolt where you can literally type in, make a Spotify clone, make an Airbnb clone, and it actually just does that for you zero shot with a nice design.[00:46:14] Simon: There's a benchmark for that now. The LMRena people now have a benchmark that is zero shot app, app generation, because all of the models can do it.[00:46:22] Simon: Like it's, it's, I've started figuring out. I'm building my own version of this for my own project, because I think within six months. I think it'll just be an expected feature. Like if you have a web application, why don't you have a thing where, oh, look, the, you can add a custom, like, so for my dataset data exploration project, I want you to be able to do things like conjure up a dashboard, just via a prompt.[00:46:43] Simon: You say, oh, I need a pie chart and a bar chart and put them next to each other, and then have a form where submitting the form inserts a row into my database table. And this is all suddenly feasible. It's, it's, it's not even particularly difficult to do, which is great. Utterly bizarre that these things are now easy.[00:47:00][00:47:00] swyx (2): I think for a general audience, that is what I would highlight, that software creation is becoming easier and easier. Gemini is now available in Gmail and Google Sheets. I don't write my own Google Sheets formulas anymore, I just tell Gemini to do it. And so I think those are, I almost wanted to basically somewhat disagree with, with your assertion that LMS got harder to use.[00:47:22] swyx (2): Like, yes, we, we expose more capabilities, but they're, they're in minor forms, like using canvas, like web search in, in in chat GPT and like Gemini being in, in Excel sheets or in Google sheets, like, yeah, we're getting, no,[00:47:37] Simon: no, no, no. Those are the things that make it harder, because the problem is that for each of those features, they're amazing.[00:47:43] Simon: If you understand the edges of the feature, if you're like, okay, so in Google, Gemini, Excel formulas, I can get it to do a certain amount of things, but I can't get it to go and read a web. You probably can't get it to read a webpage, right? But you know, there are, there are things that it can do and things that it can't do, which are completely undocumented.[00:47:58] Simon: If you ask it what it [00:48:00] can and can't do, they're terrible at answering questions about that. So like my favorite example is Claude artifacts. You can't build a Claude artifact that can hit an API somewhere else. Because the cause headers on that iframe prevents accessing anything outside of CDNJS. So, good luck learning cause headers as an end user in order to understand why Like, I've seen people saying, oh, this is rubbish.[00:48:26] Simon: I tried building an artifact that would run a prompt and it couldn't because Claude didn't expose an API with cause headers that all of this stuff is so weird and complicated. And yeah, like that, that, the more that with the more tools we add, the more expertise you need to really, To understand the full scope of what you can do.[00:48:44] Simon: And so it's, it's, I wouldn't say it's, it's, it's, it's like, the question really comes down to what does it take to understand the full extent of what's possible? And honestly, that, that's just getting more and more involved over time.[00:48:58] Local LLMs: A Growing Interest[00:48:58] swyx (2): I have one more topic that I, I [00:49:00] think you, you're kind of a champion of and we've touched on it a little bit, which is local LLMs.[00:49:05] swyx (2): And running AI applications on your desktop, I feel like you are an early adopter of many, many things.[00:49:12] Simon: I had an interesting experience with that over the past year. Six months ago, I almost completely lost interest. And the reason is that six months ago, the best local models you could run, There was no point in using them at all, because the best hosted models were so much better.[00:49:26] Simon: Like, there was no point at which I'd choose to run a model on my laptop if I had API access to Cloud 3. 5 SONNET. They just, they weren't even comparable. And that changed, basically, in the past three months, as the local models had this step changing capability, where now I can run some of these local models, and they're not as good as Cloud 3.[00:49:45] Simon: 5 SONNET, but they're not so far away that It's not worth me even using them. The other, the, the, the, the continuing problem is I've only got 64 gigabytes of RAM, and if you run, like, LLAMA370B, it's not going to work. Most of my RAM is gone. So now I have to shut down my Firefox tabs [00:50:00] and, and my Chrome and my VS Code windows in order to run it.[00:50:03] Simon: But it's got me interested again. Like, like the, the efficiency improvements are such that now, if you were to like stick me on a desert island with my laptop, I'd be very productive using those local models. And that's, that's pretty exciting. And if those trends continue, and also, like, I think my next laptop, if when I buy one is going to have twice the amount of RAM, At which point, maybe I can run the, almost the top tier, like open weights models and still be able to use it as a computer as well.[00:50:32] Simon: NVIDIA just announced their 3, 000 128 gigabyte monstrosity. That's pretty good price. You know, that's that's, if you're going to buy it,[00:50:42] swyx (2): custom OS and all.[00:50:46] Simon: If I get a job, if I, if, if, if I have enough of an income that I can justify blowing $3,000 on it, then yes.[00:50:52] swyx (2): Okay, let's do a GoFundMe to get Simon one it.[00:50:54] swyx (2): Come on. You know, you can get a job anytime you want. Is this, this is just purely discretionary .[00:50:59] Simon: I want, [00:51:00] I want a job that pays me to do exactly what I'm doing already and doesn't tell me what else to do. That's, thats the challenge.[00:51:06] swyx (2): I think Ethan Molik does pretty well. Whatever, whatever it is he's doing.[00:51:11] swyx (2): But yeah, basically I was trying to bring in also, you know, not just local models, but Apple intelligence is on every Mac machine. You're, you're, you seem skeptical. It's rubbish.[00:51:21] Simon: Apple intelligence is so bad. It's like, it does one thing well.[00:51:25] swyx (2): Oh yeah, what's that? It summarizes notifications. And sometimes it's humorous.[00:51:29] Brian: Are you sure it does that well? And also, by the way, the other, again, from a sort of a normie point of view. There's no indication from Apple of when to use it. Like, everybody upgrades their thing and it's like, okay, now you have Apple Intelligence, and you never know when to use it ever again.[00:51:47] swyx (2): Oh, yeah, you consult the Apple docs, which is MKBHD.[00:51:49] swyx (2): The[00:51:51] Simon: one thing, the one thing I'll say about Apple Intelligence is, One of the reasons it's so disappointing is that the models are just weak, but now, like, Llama 3b [00:52:00] is Such a good model in a 2 gigabyte file I think give Apple six months and hopefully they'll catch up to the state of the art on the small models And then maybe it'll start being a lot more interesting.[00:52:10] swyx (2): Yeah. Anyway, I like This was year one And and you know just like our first year of iPhone maybe maybe not that much of a hit and then year three They had the App Store so Hey I would say give it some time, and you know, I think Chrome also shipping Gemini Nano I think this year in Chrome, which means that every app, every web app will have for free access to a local model that just ships in the browser, which is kind of interesting.[00:52:38] swyx (2): And then I, I think I also wanted to just open the floor for any, like, you know, any of us what are the apps that, you know, AI applications that we've adopted that have, that we really recommend because these are all, you know, apps that are running on our browser that like, or apps that are running locally that we should be, that, that other people should be trying.[00:52:55] swyx (2): Right? Like, I, I feel like that's, that's one always one thing that is helpful at the start of the [00:53:00] year.[00:53:00] Simon: Okay. So for running local models. My top picks, firstly, on the iPhone, there's this thing called MLC Chat, which works, and it's easy to install, and it runs Llama 3B, and it's so much fun. Like, it's not necessarily a capable enough novel that I use it for real things, but my party trick right now is I get my phone to write a Netflix Christmas movie plot outline where, like, a bunch of Jeweller falls in love with the King of Sweden or whatever.[00:53:25] Simon: And it does a good job and it comes up with pun names for the movies. And that's, that's deeply entertaining. On my laptop, most recently, I've been getting heavy into, into Olama because the Olama team are very, very good at finding the good models and patching them up and making them work well. It gives you an API.[00:53:42] Simon: My little LLM command line tool that has a plugin that talks to Olama, which works really well. So that's my, my Olama is. I think the easiest on ramp to to running models locally, if you want a nice user interface, LMStudio is, I think, the best user interface [00:54:00] thing at that. It's not open source. It's good.[00:54:02] Simon: It's worth playing with. The other one that I've been trying with recently, there's a thing called, what's it called? Open web UI or something. Yeah. The UI is fantastic. It, if you've got Olama running and you fire this thing up, it spots Olama and it gives you an interface onto your Olama models. And t

The great Simon Willison joins SWYX and I to talk about everything we learned about LLMs in 2024, and what the state of AI is generally, as we go into 2025.Here is Simon's blog post we keep referring to:https://simonwillison.net/2024/Dec/31...00:00 The State of AI in 202510:05 The Evolution of AI Models19:54 Challenges in AI Agents30:07 The Future of AI in Creative Industries38:29 The Rise of AI Influencers40:54 Credibility in the Age of AI43:15 The Future of User Interfaces for LLMs51:17 Local LLMs and Desktop AI Applications55:17 AI Tools and Applications for Everyday Use01:01:26 The Future of OpenAI and AI Regulation01:08:08 The Need for Better Criticism of LLMs01:10:41 The Future of Wearables and AI IntegrationSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

The annual predictions tradition returns for 2025! Bryan and Adam were joined by Simon Willison, Mike Cafarella, Steve Tuck, and Steve Klabnik to review past predictions and look 1-, 3-, and 6-years into the future.See the table of predictions on GitHub.

M.G. Siegler goes way out on a limb with some BIG predictions of things that could happen this year, Simon Willison's year-end roundup is a must-read and perhaps the only thing you have to read to get up-to-speed on the state of the LLM, Allen Pike describes a method for magic, Tom Critchlow thinks small databases are magic & James Stanier agrees with me about Parkinson's Law and the usefulness of deadlines.

M.G. Siegler goes way out on a limb with some BIG predictions of things that could happen this year, Simon Willison's year-end roundup is a must-read and perhaps the only thing you have to read to get up-to-speed on the state of the LLM, Allen Pike describes a method for magic, Tom Critchlow thinks small databases are magic & James Stanier agrees with me about Parkinson's Law and the usefulness of deadlines.

M.G. Siegler goes way out on a limb with some BIG predictions of things that could happen this year, Simon Willison's year-end roundup is a must-read and perhaps the only thing you have to read to get up-to-speed on the state of the LLM, Allen Pike describes a method for magic, Tom Critchlow thinks small databases are magic & James Stanier agrees with me about Parkinson's Law and the usefulness of deadlines.

Hey folks, Alex here

More fallout from the whole Cruise wind-down. What it's like to use some of the new Gemini 2.0 features. Has Apple, quite belatedly, finally done a feature update that provides the Vision Pro with a “killer app?” An Instagram-like app from China I had never heard of. And one singular, eye-popping datapoint from the CHIPS Act.Links:The end of Cruise is the beginning of a risky new phase for autonomous vehicles (The Verge)Gemini 2.0 Flash: An outstanding multi-modal LLM with a sci-fi streaming model (Simon Willison's Blog)FCC Opens Entire 6-GHz Band to Very-Low-Power Device Operations (TV Tech)The Vision Pro's ultrawide Mac display is very close to being a killer app (The Verge)China's Instagram-Style Xiaohongshu Crosses $1 Billion in Profit (Bloomberg)Harvard Is Releasing a Massive Free AI Training Dataset Funded by OpenAI and Microsoft (Wired)US chipmaking boom in doubt after Biden's defeat (Financial Times)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

We're making some big Changelog changes in 2025, the previously featured Stanford study on ghost engineers doesn't live up to the hype, Git ingest is a simple service that turns any GitHub repository into a simple text ingest of its codebase, Simon Willison dishes out some hard-earned wisdom he acquired by working at Lanyrd / Eventbrite & Matheus Lima warns us about six mistakes that new managers make.

We're making some big Changelog changes in 2025, the previously featured Stanford study on ghost engineers doesn't live up to the hype, Git ingest is a simple service that turns any GitHub repository into a simple text ingest of its codebase, Simon Willison dishes out some hard-earned wisdom he acquired by working at Lanyrd / Eventbrite & Matheus Lima warns us about six mistakes that new managers make.

We're making some big Changelog changes in 2025, the previously featured Stanford study on ghost engineers doesn't live up to the hype, Git ingest is a simple service that turns any GitHub repository into a simple text ingest of its codebase, Simon Willison dishes out some hard-earned wisdom he acquired by working at Lanyrd / Eventbrite & Matheus Lima warns us about six mistakes that new managers make.

Bitcoin crosses the big $100k mark for the first time. We now know who Trump wants to fill the roles Silicon Valley cares about the most. Is Amazon about to become a top tier AI model player? Two new models from Google DeepMind, one of them promises to revolutionize weather prediction. And Waymo says bienvenido a Miami.Sponsors:WashingtonPost.com/rideLinks:Crypto Trading Volume Surged to $10 Trillion for the First Time in November (Bloomberg)Trump Picks Paul Atkins to Run the S.E.C. (NYTimes)Trump Taps Vance Aide Gail Slater as Top DOJ Antitrust Cop (Bloomberg)Amazon announces Nova, a new family of multimodal AI models (TechCrunch)First impressions of the new Amazon Nova LLMs (via a new llm-bedrock plugin) (Simon Willison's Blog)DeepMind's Genie 2 can generate interactive worlds that look like video games (TechCrunch)Google Introduces A.I. Agent That Aces 15-Day Weather Forecasts (NYTimes)Key leaders behind Google's viral NotebookLM are leaving to create their own startup (TechCrunch)Waymo to expand to Miami, aims to launch robotaxi service there in 2026 (CNBC)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

In this conversation, Simon Willison discusses the intersection of AI, Open Source, and journalism, emphasizing the importance of tools like Dataset in enhancing data journalism. He reflects on his journey from developing Django to his current work with AI, highlighting the role of open source in software development. Willison shares insights on how AI can augment human capabilities rather than replace them, and he expresses concerns about the future of AI, particularly regarding AGI. The discussion also touches on the evolving landscape of programming and the need for better onboarding processes for new developers.

If you've listened to the podcast for a while, you might have heard our ElevenLabs-powered AI co-host Charlie a few times. Text-to-speech has made amazing progress in the last 18 months, with OpenAI's Advanced Voice Mode (aka “Her”) as a sneak peek of the future of AI interactions (see our “Building AGI in Real Time” recap). Yet, we had yet to see a real killer app for AI voice (not counting music).Today's guests, Raiza Martin and Usama Bin Shafqat, are the lead PM and AI engineer behind the NotebookLM feature flag that gave us the first viral AI voice experience, the “Deep Dive” podcast:The idea behind the “Audio Overviews” feature is simple: take a bunch of documents, websites, YouTube videos, etc, and generate a podcast out of them. This was one of the first demos that people built with voice models + RAG + GPT models, but it was always a glorified speech-to-text. Raiza and Usama took a very different approach:* Make it conversational: when you listen to a NotebookLM audio there are a ton of micro-interjections (Steven Johnson calls them disfluencies) like “Oh really?” or “Totally”, as well as pauses and “uh…”, like you would expect in a real conversation. These are not generated by the LLM in the transcript, but they are built into the the audio model. See ~28:00 in the pod for more details. * Listeners love tension: if two people are always in agreement on everything, it's not super interesting. They tuned the model to generate flowing conversations that mirror the tone and rhythm of human speech. They did not confirm this, but many suspect the 2 year old SoundStorm paper is related to this model.* Generating new insights: because the hosts' goal is not to summarize, but to entertain, it comes up with funny metaphors and comparisons that actually help expand on the content rather than just paraphrasing like most models do. We have had listeners make podcasts out of our podcasts, like this one.This is different than your average SOTA-chasing, MMLU-driven model buildooor. Putting product and AI engineering in the same room, having them build evals together, and understanding what the goal is lets you get these unique results. The 5 rules for AI PMsWe always focus on AI Engineers, but this episode had a ton of AI PM nuggets as well, which we wanted to collect as NotebookLM is one of the most successful products in the AI space:1. Less is more: the first version of the product had 0 customization options. All you could do is give it source documents, and then press a button to generate. Most users don't know what “temperature” or “top-k” are, so you're often taking the magic away by adding more options in the UI. Since recording they added a few, like a system prompt, but those were features that users were “hacking in”, as Simon Willison highlighted in his blog post.2. Use Real-Time Feedback: they built a community of 65,000 users on Discord that is constantly reporting issues and giving feedback; sometimes they noticed server downtime even before the Google internal monitoring did. Getting real time pings > aggregating user data when doing initial iterations. 3. Embrace Non-Determinism: AI outputs variability is a feature, not a bug. Rather than limiting the outputs from the get-go, build toggles that you can turn on/off with feature flags as the feedback starts to roll in.4. Curate with Taste: if you try your product and it sucks, you don't need more data to confirm it. Just scrap that and iterate again. This is even easier for a product like this; if you start listening to one of the podcasts and turn it off after 10 seconds, it's never a good sign. 5. Stay Hands-On: It's hard to build taste if you don't experiment. Trying out all your competitors products as well as unrelated tools really helps you understand what users are seeing in market, and how to improve on it.Chapters00:00 Introductions01:39 From Project Tailwind to NotebookLM09:25 Learning from 65,000 Discord members12:15 How NotebookLM works18:00 Working with Steven Johnson23:00 How to prioritize features25:13 Structuring the data pipelines29:50 How to eval34:34 Steering the podcast outputs37:51 Defining speakers personalities39:04 How do you make audio engaging?45:47 Humor is AGI51:38 Designing for non-determinism53:35 API when?55:05 Multilingual support and dialect considerations57:50 Managing system prompts and feature requests01:00:58 Future of NotebookLM01:04:59 Podcasts for your codebase01:07:16 Plans for real-time chat01:08:27 Wrap upShow Notes* Notebook LM* AI Test Kitchen* Nicholas Carlini* Steven Johnson* Wealth of Nations* Histories of Mysteries by Andrej Karpathy* chicken.pdf Threads* Area 120* Raiza Martin* Usama Bin ShafqatTranscriptNotebookLM [00:00:00]: Hey everyone, we're here today as guests on Latent Space. It's great to be here, I'm a long time listener and fan, they've had some great guests on this show before. Yeah, what an honor to have us, the hosts of another podcast, join as guests. I mean a huge thank you to Swyx and Alessio for the invite, thanks for having us on the show. Yeah really, it seems like they brought us here to talk a little bit about our show, our podcast. Yeah, I mean we've had lots of listeners ourselves, listeners at Deep Dive. Oh yeah, we've made a ton of audio overviews since we launched and we're learning a lot. There's probably a lot we can share around what we're building next, huh? Yeah, we'll share a little bit at least. The short version is we'll keep learning and getting better for you. We're glad you're along for the ride. So yeah, keep listening. Keep listening and stay curious. We promise to keep diving deep and bringing you even better options in the future. Stay curious.Alessio [00:00:52]: Hey everyone, welcome to the Latent Space Podcast. This is Alessio, partner and CTO at Residence at Decibel Partners. And I'm joined by my co-host, Swyx, founder of Smol.ai.Swyx [00:01:01]: Hey, and today we're back in the studio with our special guest, Raiza Martin. And Raiza, I forgot to get your last name, Shafqat.Raiza [00:01:10]: Yes.Swyx [00:01:10]: Okay, welcome.Raiza [00:01:12]: Hello, thank you for having us.Swyx [00:01:14]: So AI podcasters meet human podcasters, always fun. Congrats on the success of Notebook LM. I mean, how does it feel?Raiza [00:01:22]: It's been a lot of fun. A lot of it, honestly, was unexpected. But my favorite part is really listening to the audio overviews that people have been making.Swyx [00:01:29]: Maybe we should do a little bit of intros and tell the story. You know, what is your path into the sort of Google AI org? Or maybe, actually, I don't even know what org you guys are in.Raiza [00:01:39]: I can start. My name is Raisa. I lead the Notebook LM team inside of Google Labs. So specifically, that's the org that we're in. It's called Google Labs. It's only about two years old. And our whole mandate is really to build AI products. That's it. We work super closely with DeepMind. Our entire thing is just, like, try a bunch of things and see what's landing with users. And the background that I have is, really, I worked in payments before this, and I worked in ads right before, and then startups. I tell people, like, at every time that I changed orgs, I actually almost quit Google. Like, specifically, like, in between ads and payments, I was like, all right, I can't do this. Like, this is, like, super hard. I was like, it's not for me. I'm, like, a very zero-to-one person. But then I was like, okay, I'll try. I'll interview with other teams. And when I interviewed in payments, I was like, oh, these people are really cool. I don't know if I'm, like, a super good fit with this space, but I'll try it because the people are cool. And then I really enjoyed that, and then I worked on, like, zero-to-one features inside of payments, and I had a lot of fun. But then the time came again where I was like, oh, I don't know. It's like, it's time to leave. It's time to start my own thing. But then I interviewed inside of Google Labs, and I was like, oh, darn. Like, there's definitely, like—Alessio [00:02:48]: They got you again.Raiza [00:02:49]: They got me again. And so now I've been here for two years, and I'm happy that I stayed because especially with, you know, the recent success of Notebook LM, I'm like, dang, we did it. I actually got to do it. So that was really cool.Usama [00:03:02]: Kind of similar, honestly. I was at a big team at Google. We do sort of the data center supply chain planning stuff. Google has, like, the largest sort of footprint. Obviously, there's a lot of management stuff to do there. But then there was this thing called Area 120 at Google, which does not exist anymore. But I sort of wanted to do, like, more zero-to-one building and landed a role there. We were trying to build, like, a creator commerce platform called Kaya. It launched briefly a couple years ago. But then Area 120 sort of transitioned and morphed into Labs. And, like, over the last few years, like, the focus just got a lot clearer. Like, we were trying to build new AI products and do it in the wild and sort of co-create and all of that. So, you know, we've just been trying a bunch of different things. And this one really landed, which has felt pretty phenomenal. Really, really landed.Swyx [00:03:53]: Let's talk about the brief history of Notebook LM. You had a tweet, which is very helpful for doing research. May 2023, during Google I.O., you announced Project Tailwind.Raiza [00:04:03]: Yeah.Swyx [00:04:03]: So today is October 2024. So you joined October 2022?Raiza [00:04:09]: Actually, I used to lead AI Test Kitchen. And this was actually, I think, not I.O. 2023. I.O. 2022 is when we launched AI Test Kitchen, or announced it. And I don't know if you remember it.Swyx [00:04:23]: That's how you, like, had the basic prototype for Gemini.Raiza [00:04:26]: Yes, yes, exactly. Lambda.Swyx [00:04:28]: Gave beta access to people.Raiza [00:04:29]: Yeah, yeah, yeah. And I remember, I was like, wow, this is crazy. We're going to launch an LLM into the wild. And that was the first project that I was working on at Google. But at the same time, my manager at the time, Josh, he was like, hey, I want you to really think about, like, what real products would we build that are not just demos of the technology? That was in October of 2022. I was sitting next to an engineer that was working on a project called Talk to Small Corpus. His name was Adam. And the idea of Talk to Small Corpus is basically using LLM to talk to your data. And at the time, I was like, wait, there's some, like, really practical things that you can build here. And just a little bit of background, like, I was an adult learner. Like, I went to college while I was working a full-time job. And the first thing I thought was, like, this would have really helped me with my studying, right? Like, if I could just, like, talk to a textbook, especially, like, when I was tired after work, that would have been huge. We took a lot of, like, the Talk to Small Corpus prototypes, and I showed it to a lot of, like, college students, particularly, like, adult learners. They were like, yes, like, I get it, right? Like, I didn't even have to explain it to them. And we just continued to iterate the prototype from there to the point where we actually got a slot as part of the I.O. demo in 23.Swyx [00:05:42]: And Corpus, was it a textbook? Oh, my gosh.Raiza [00:05:45]: Yeah. It's funny. Actually, when he explained the project to me, he was like, talk to Small Corpus. It was like, talk to a small corpse?Swyx [00:05:51]: Yeah, nobody says Corpus.Raiza [00:06:00]: It was like, a small corpse? This is not AI. Yeah, yeah. And it really was just, like, a way for us to describe the amount of data that we thought, like, it could be good for.Swyx [00:06:02]: Yeah, but even then, you're still, like, doing rag stuff. Because, you know, the context length back then was probably, like, 2K, 4K.Raiza [00:06:08]: Yeah, it was basically rag.Raiza [00:06:09]: That was essentially what it was.Raiza [00:06:10]: And I remember, I was like, we were building the prototypes. And at the same time, I think, like, the rest of the world was. Right? We were seeing all of these, like, chat with PDF stuff come up. And I was like, come on, we gotta go. Like, we have to, like, push this out into the world. I think if there was anything, I wish we would have launched sooner because I wanted to learn faster. But I think, like, we netted out pretty well.Alessio [00:06:30]: Was the initial product just text-to-speech? Or were you also doing kind of, like, synthesizing of the content, refining it? Or were you just helping people read through it?Raiza [00:06:40]: Before we did the I.O. announcement in 23, we'd already done a lot of studies. And one of the first things that I realized was the first thing anybody ever typed was, summarize the thing. Right?Raiza [00:06:53]: Summarize the document.Raiza [00:06:54]: And it was, like, half like a test and half just like, oh, I know the content. I want to see how well it does this. So it was part of the first thing that we launched. It was called Project Tailwind back then. It was just Q&A, so you could chat with the doc just through text, and it would automatically generate a summary as well. I'm not sure if we had it back then.Raiza [00:07:12]: I think we did.Raiza [00:07:12]: It would also generate the key topics in your document, and it could support up to, like, 10 documents. So it wasn't just, like, a single doc.Alessio [00:07:20]: And then the I.O. demo went well, I guess. And then what was the discussion from there to where we are today? Is there any, maybe, intermediate step of the product that people missed between this was launch or?Raiza [00:07:33]: It was interesting because every step of the way, I think we hit, like, some pretty critical milestones. So I think from the initial demo, I think there was so much excitement of, like, wow, what is this thing that Google is launching? And so we capitalized on that. We built the wait list. That's actually when we also launched the Discord server, which has been huge for us because for us in particular, one of the things that I really wanted to do was to be able to launch features and get feedback ASAP. Like, the moment somebody tries it, like, I want to hear what they think right now, and I want to ask follow-up questions. And the Discord has just been so great for that. But then we basically took the feedback from I.O., we continued to refine the product.Raiza [00:08:12]: So we added more features.Raiza [00:08:13]: We added sort of, like, the ability to save notes, write notes. We generate follow-up questions. So there's a bunch of stuff in the product that shows, like, a lot of that research. But it was really the rolling out of things. Like, we removed the wait list, so rolled out to all of the United States. We rolled out to over 200 countries and territories. We started supporting more languages, both in the UI and, like, the actual source stuff. We experienced, like, in terms of milestones, there was, like, an explosion of, like, users in Japan. This was super interesting in terms of just, like, unexpected. Like, people would write to us and they would be like, this is amazing. I have to read all of these rules in English, but I can chat in Japanese. It's like, oh, wow. That's true, right? Like, with LLMs, you kind of get this natural, it translates the content for you. And you can ask in your sort of preferred mode. And I think that's not just, like, a language thing, too. I think there's, like, I do this test with Wealth of Nations all the time because it's, like, a pretty complicated text to read. The Evan Smith classic.Swyx [00:09:11]: It's, like, 400 pages or something.Raiza [00:09:12]: Yeah. But I like this test because I'm, like, asking, like, Normie, you know, plain speak. And then it summarizes really well for me. It sort of adapts to my tone.Swyx [00:09:22]: Very capitalist.Raiza [00:09:25]: Very on brand.Swyx [00:09:25]: I just checked in on a Notebook LM Discord. 65,000 people. Yeah.Raiza [00:09:29]: Crazy.Swyx [00:09:29]: Just, like, for one project within Google. It's not, like, it's not labs. It's just Notebook LM.Raiza [00:09:35]: Just Notebook LM.Swyx [00:09:36]: What do you learn from the community?Raiza [00:09:39]: I think that the Discord is really great for hearing about a couple of things.Raiza [00:09:43]: One, when things are going wrong. I think, honestly, like, our fastest way that we've been able to find out if, like, the servers are down or there's just an influx of people being, like, it saysRaiza [00:09:53]: system unable to answer.Raiza [00:09:54]: Anybody else getting this?Raiza [00:09:56]: And I'm, like, all right, let's go.Raiza [00:09:58]: And it actually catches it a lot faster than, like, our own monitoring does.Raiza [00:10:01]: It's, like, that's been really cool. So, thank you.Swyx [00:10:03]: Canceled eat a dog.Raiza [00:10:05]: So, thank you to everybody. Please keep reporting it. I think the second thing is really the use cases.Raiza [00:10:10]: I think when we put it out there, I was, like, hey, I have a hunch of how people will use it, but, like, to actually hear about, you know, not just the context of, like, the use of Notebook LM, but, like, what is this person's life like? Why do they care about using this tool?Raiza [00:10:23]: Especially people who actually have trouble using it, but they keep pushing.Raiza [00:10:27]: Like, that's just so critical to understand what was so motivating, right?Raiza [00:10:31]: Like, what was your problem that was, like, so worth solving? So, that's, like, a second thing.Raiza [00:10:34]: The third thing is also just hearing sort of, like, when we have wins and when we don't have wins because there's actually a lot of functionality where I'm, like, hmm, IRaiza [00:10:42]: don't know if that landed super well or if that was actually super critical.Raiza [00:10:45]: As part of having this sort of small project, right, I want to be able to unlaunch things, too. So, it's not just about just, like, rolling things out and testing it and being, like, wow, now we have, like, 99 features. Like, hopefully we get to a place where it's, like, there's just a really strong core feature set and the things that aren't as great, we can just unlaunch.Swyx [00:11:02]: What have you unlaunched? I have to ask.Raiza [00:11:04]: I'm in the process of unlaunching some stuff, but, for example, we had this idea that you could highlight the text in your source passage and then you could transform it. And nobody was really using it and it was, like, a very complicated piece of our architecture and it's very hard to continue supporting it in the context of new features. So, we were, like, okay, let's do a 50-50 sunset of this thing and see if anybody complains.Raiza [00:11:28]: And so far, nobody has.Swyx [00:11:29]: Is there, like, a feature flagging paradigm inside of your architecture that lets you feature flag these things easily?Raiza [00:11:36]: Yes, and actually...Raiza [00:11:37]: What is it called?Swyx [00:11:38]: Like, I love feature flagging.Raiza [00:11:40]: You mean, like, in terms of just, like, being able to expose things to users?Swyx [00:11:42]: Yeah, as a PM. Like, this is your number one tool, right?Raiza [00:11:44]: Yeah, yeah.Swyx [00:11:45]: Let's try this out. All right, if it works, roll it out. If it doesn't, roll it back, you know?Raiza [00:11:49]: Yeah, I mean, we just run Mendel experiments for the most part. And, actually, I don't know if you saw it, but on Twitter, somebody was able to get around our flags and they enabled all the experiments.Raiza [00:11:58]: They were, like, check out what the Notebook LM team is cooking.Raiza [00:12:02]: I was, like, oh!Raiza [00:12:03]: And I was at lunch with the rest of the team and I was, like, I was eating. I was, like, guys, guys, Magic Draft League!Raiza [00:12:10]: They were, like, oh, no!Raiza [00:12:12]: I was, like, okay, just finish eating and then let's go figure out what to do.Raiza [00:12:15]: Yeah.Alessio [00:12:15]: I think a post-mortem would be fun, but I don't think we need to do it on the podcast now. Can we just talk about what's behind the magic? So, I think everybody has questions, hypotheses about what models power it. I know you might not be able to share everything, but can you just get people very basic? How do you take the data and put it in the model? What text model you use? What's the text-to-speech kind of, like, jump between the two? Sure.Raiza [00:12:42]: Yeah.Raiza [00:12:42]: I was going to say, SRaiza, he manually does all the podcasts.Raiza [00:12:46]: Oh, thank you.Usama [00:12:46]: Really fast. You're very fast, yeah.Raiza [00:12:48]: Both of the voices at once.Usama [00:12:51]: Voice actor.Raiza [00:12:52]: Good, good.Usama [00:12:52]: Yeah, so, for a bit of background, we were building this thing sort of outside Notebook LM to begin with. Like, just the idea is, like, content transformation, right? Like, we can do different modalities. Like, everyone knows that. Everyone's been poking at it. But, like, how do you make it really useful? And, like, one of the ways we thought was, like, okay, like, you maybe, like, you know, people learn better when they're hearing things. But TTS exists, and you can, like, narrate whatever's on screen. But you want to absorb it the same way. So, like, that's where we sort of started out into the realm of, like, maybe we try, like, you know, two people are having a conversation kind of format. We didn't actually start out thinking this would live in Notebook, right? Like, Notebook was sort of, we built this demo out independently, tried out, like, a few different sort of sources. The main idea was, like, go from some sort of sources and transform it into a listenable, engaging audio format. And then through that process, we, like, unlocked a bunch more sort of learnings. Like, for example, in a sense, like, you're not prompting the model as much because, like, the information density is getting unrolled by the model prompting itself, in a sense. Because there's two speakers, and they're both technically, like, AI personas, right? That have different angles of looking at things. And, like, they'll have a discussion about it. And that sort of, we realized that's kind of what was making it riveting, in a sense. Like, you care about what comes next, even if you've read the material already. Because, like, people say they get new insights on their own journals or books or whatever. Like, anything that they've written themselves. So, yeah, from a modeling perspective, like, it's, like Reiza said earlier, like, we work with the DeepMind audio folks pretty closely. So, they're always cooking up new techniques to, like, get better, more human-like audio. And then Gemini 1.5 is really, really good at absorbing long context. So, we sort of, like, generally put those things together in a way that we could reliably produce the audio.Raiza [00:14:52]: I would add, like, there's something really nuanced, I think, about sort of the evolution of, like, the utility of text-to-speech. Where, if it's just reading an actual text response, and I've done this several times. I do it all the time with, like, reading my text messages. Or, like, sometimes I'm trying to read, like, a really dense paper, but I'm trying to do actual work. I'll have it, like, read out the screen. There is something really robotic about it that is not engaging. And it's really hard to consume content in that way. And it's never been really effective. Like, particularly for me, where I'm, like, hey, it's actually just, like, it's fine for, like, short stuff. Like, texting, but even that, it's, like, not that great. So, I think the frontier of experimentation here was really thinking about there is a transform that needs to happen in between whatever.Raiza [00:15:38]: Here's, like, my resume, right?Raiza [00:15:39]: Or here's, like, a 100-page slide deck or something. There is a transform that needs to happen that is inherently editorial. And I think this is where, like, that two-person persona, right, dialogue model, they have takes on the material that you've presented. That's where it really sort of, like, brings the content to life in a way that's, like, not robotic. And I think that's, like, where the magic is, is, like, you don't actually know what's going to happen when you press generate.Raiza [00:16:08]: You know, for better or for worse.Raiza [00:16:09]: Like, to the extent that, like, people are, like, no, I actually want it to be more predictable now. Like, I want to be able to tell them. But I think that initial, like, wow was because you didn't know, right? When you upload your resume, what's it about to say about you? And I think I've seen enough of these where I'm, like, oh, it gave you good vibes, right? Like, you knew it was going to say, like, something really cool. As we start to shape this product, I think we want to try to preserve as much of that wow as much as we can. Because I do think, like, exposing, like, all the knobs and, like, the dials, like, we've been thinking about this a lot. It's like, hey, is that, like, the actual thing?Raiza [00:16:43]: Is that the thing that people really want?Alessio [00:16:45]: Have you found differences in having one model just generate the conversation and then using text-to-speech to kind of fake two people? Or, like, are you actually using two different kind of system prompts to, like, have a conversation step-by-step? I'm always curious, like, if persona system prompts make a big difference? Or, like, you just put in one prompt and then you just let it run?Usama [00:17:05]: I guess, like, generally we use a lot of inference, as you can tell with, like, the spinning thing takes a while. So, yeah, there's definitely, like, a bunch of different things happening under the hood. We've tried both approaches and they have their, sort of, drawbacks and benefits. I think that that idea of, like, questioning, like, the two different personas, like, persists throughout, like, whatever approach we try. It's like, there's a bit of, like, imperfection in there. Like, we had to really lean into the fact that, like, to build something that's engaging, like, it needs to be somewhat human and it needs to be just not a chatbot. Like, that was sort of, like, what we need to diverge from. It's like, you know, most chatbots will just narrate the same kind of answer, like, given the same sources, for the most part, which is ridiculous. So, yeah, there's, like, experimentation there under the hood, like, with the model to, like, make sure that it's spitting out, like, different takes and different personas and different, sort of, prompting each other is, like, a good analogy, I guess.Swyx [00:18:00]: Yeah, I think Steven Johnson, I think he's on your team. I don't know what his role is. He seems like chief dreamer, writer.Raiza [00:18:08]: Yeah, I mean, I can comment on Steven. So, Steven joined, actually, in the very early days, I think before it was even a fully funded project. And I remember when he joined, I was like, Steven Johnson's going to be on my team? You know, and for folks who don't know him, Steven is a New York Times bestselling author of, like, 14 books. He has a PBS show. He's, like, incredibly smart, just, like, a true, sort of, celebrity by himself. And then he joined Google, and he was like, I want to come here, and I want to build the thing that I've always dreamed of, which is a tool to help me think. I was like, a what? Like, a tool to help you think? I was like, what do you need help with? Like, you seem to be doing great on your own. And, you know, he would describe this to me, and I would watch his flow. And aside from, like, providing a lot of inspiration, to be honest, like, when I watched Steven work, I was like, oh, nobody works like this, right? Like, this is what makes him special. Like, he is such a dedicated, like, researcher and journalist, and he's so thorough, he's so smart. And then I had this realization of, like, maybe Steven is the product. Maybe the work is to take Steven's expertise and bring it to, like, everyday people that could really benefit from this. Like, just watching him work, I was like, oh, I could definitely use, like, a mini-Steven, like, doing work for me. Like, that would make me a better PM. And then I thought very quickly about, like, the adjacent roles that could use sort of this, like, research and analysis tool. And so, aside from being, you know, chief dreamer, Steven also represents, like, a super workflow that I think all of us, like, if we had access to a tool like it, would just inherently, like, make us better.Swyx [00:19:46]: Did you make him express his thoughts while he worked, or you just silently watched him, or how does this work?Raiza [00:19:52]: Oh, now you're making me admit it. But yes, I did just silently watch him.Swyx [00:19:57]: This is a part of the PM toolkit, right? They give user interviews and all that.Raiza [00:20:00]: Yeah, I mean, I did interview him, but I noticed, like, if I interviewed him, it was different than if I just watched him. And I did the same thing with students all the time. Like, I followed a lot of students around. I watched them study. I would ask them, like, oh, how do you feel now, right?Raiza [00:20:15]: Or why did you do that? Like, what made you do that, actually?Raiza [00:20:18]: Or why are you upset about, like, this particular thing? Why are you cranky about this particular topic? And it was very similar, I think, for Steven, especially because he was describing, he was in the middle of writing a book. And he would describe, like, oh, you know, here's how I research things, and here's how I keep my notes. Oh, and here's how I do it. And it was really, he was doing this sort of, like, self-questioning, right? Like, now we talk about, like, chain of, you know, reasoning or thought, reflection.Raiza [00:20:44]: And I was like, oh, he's the OG.Raiza [00:20:46]: Like, I watched him do it in real time. I was like, that's, like, L-O-M right there. And to be able to bring sort of that expertise in a way that was, like, you know, maybe, like, costly inference-wise, but really have, like, that ability inside of a tool that was, like, for starters, free inside of NotebookLM, it was good to learn whether or not people really did find use out of it.Swyx [00:21:05]: So did he just commit to using NotebookLM for everything, or did you just model his existing workflow?Raiza [00:21:12]: Both, right?Raiza [00:21:12]: Like, in the beginning, there was no product for him to use. And so he just kept describing the thing that he wanted. And then eventually, like, we started building the thing. And then I would start watching him use it. One of the things that I love about Steven is he uses the product in ways where it kind of does it, but doesn't quite. Like, he's always using it at, like, the absolute max limit of this thing. But the way that he describes it is so full of promise, where he's like, I can see it going here. And all I have to do is sort of, like, meet him there and sort of pressure test whether or not, you know, everyday people want it. And we just have to build it.Swyx [00:21:47]: I would say OpenAI has a pretty similar person, Andrew Mason, I think his name is. It's very similar, like, just from the writing world and using it as a tool for thought to shape Chachabitty. I don't think that people who use AI tools to their limit are common. I'm looking at my NotebookLM now. I've got two sources. You have a little, like, source limit thing. And my bar is over here, you know, and it stretches across the whole thing. I'm like, did he fill it up?Raiza [00:22:09]: Yes, and he has, like, a higher limit than others, I think. He fills it up.Raiza [00:22:14]: Oh, yeah.Raiza [00:22:14]: Like, I don't think Steven even has a limit, actually.Swyx [00:22:17]: And he has Notes, Google Drive stuff, PDFs, MP3, whatever.Raiza [00:22:22]: Yes, and one of my favorite demos, he just did this recently, is he has actually PDFs of, like, handwritten Marie Curie notes. I see.Swyx [00:22:29]: So you're doing image recognition as well. Yeah, it does support it today.Raiza [00:22:32]: So if you have a PDF that's purely images, it will recognize it.Raiza [00:22:36]: But his demo is just, like, super powerful.Raiza [00:22:37]: He's like, okay, here's Marie Curie's notes. And it's like, here's how I'm using it to analyze it. And I'm using it for, like, this thing that I'm writing.Raiza [00:22:44]: And that's really compelling.Raiza [00:22:45]: It's like the everyday person doesn't think of these applications. And I think even, like, when I listen to Steven's demo, I see the gap. I see how Steven got there, but I don't see how I could without him. And so there's a lot of work still for us to build of, like, hey, how do I bring that magic down to, like, zero work? Because I look at all the steps that he had to take in order to do it, and I'm like, okay, that's product work for us, right? Like, that's just onboarding.Alessio [00:23:09]: And so from an engineering perspective, people come to you and it's like, hey, I need to use this handwritten notes from Marie Curie from hundreds of years ago. How do you think about adding support for, like, data sources and then maybe any fun stories and, like, supporting more esoteric types of inputs?Raiza [00:23:25]: So I think about the product in three ways, right? So there's the sources, the source input. There's, like, the capabilities of, like, what you could do with those sources. And then there's the third space, which is how do you output it into the world? Like, how do you put it back out there? There's a lot of really basic sources that we don't support still, right? I think there's sort of, like, the handwritten notes stuff is one, but even basic things like DocX or, like, PowerPoint, right? Like, these are the things that people, everyday people are like, hey, my professor actually gave me everything in DocX. Can you support that? And then just, like, basic stuff, like images and PDFs combined with text. Like, there's just a really long roadmap for sources that I think we just have to work on.Raiza [00:24:04]: So that's, like, a big piece of it.Raiza [00:24:05]: On the output side, and I think this is, like, one of the most interesting things that we learned really early on, is, sure, there's, like, the Q&A analysis stuff, which is like, hey, when did this thing launch? Okay, you found it in the slide deck. Here's the answer. But most of the time, the reason why people ask those questions is because they're trying to make something new. And so when, actually, when some of those early features leaked, like, a lot of the features we're experimenting with are the output types. And so you can imagine that people care a lot about the resources that they're putting into NotebookLM because they're trying to create something new. So I think equally as important as, like, the source inputs are the outputs that we're helping people to create. And really, like, you know, shortly on the roadmap, we're thinking about how do we help people use NotebookLM to distribute knowledge? And that's, like, one of the most compelling use cases is, like, shared notebooks. It's, like, a way to share knowledge. How do we help people take sources and, like, one-click new documents out of it, right? And I think that's something that people think is, like, oh, yeah, of course, right? Like, one push a document. But what does it mean to do it right? Like, to do it in your style, in your brand, right?Raiza [00:25:08]: To follow your guidelines, stuff like that.Raiza [00:25:09]: So I think there's a lot of work, like, on both sides of that equation.Raiza [00:25:13]: Interesting.Swyx [00:25:13]: Any comments on the engineering side of things?Usama [00:25:16]: So, yeah, like I said, I was mostly working on building the text to audio, which kind of lives as a separate engineering pipeline, almost, that we then put into NotebookLM. But I think there's probably tons of NotebookLM engineering war stories on dealing with sources. And so I don't work too closely with engineers directly. But I think a lot of it does come down to, like, Gemini's native understanding of images really well with the latest generation.Raiza [00:25:39]: Yeah, I think on the engineering and modeling side, I think we are a really good example of a team that's put a product out there, and we're getting a lot of feedback from the users, and we return the data to the modeling team, right? To the extent that we say, hey, actually, you know what people are uploading, but we can't really support super well?Raiza [00:25:56]: Text plus image, right?Raiza [00:25:57]: Especially to the extent that, like, NotebookLM can handle up to 50 sources, 500,000 words each. Like, you're not going to be able to jam all of that into, like, the context window. So how do we do multimodal embeddings with that? There's really, like, a lot of things that we have to solve that are almost there, but not quite there yet.Alessio [00:26:16]: On then turning it into audio, I think one of the best things is it has so many of the human... Does that happen in the text generation that then becomes audio? Or is that a part of, like, the audio model that transforms the text?Usama [00:26:27]: It's a bit of both, I would say. The audio model is definitely trying to mimic, like, certain human intonations and, like, sort of natural, like, breathing and pauses and, like, laughter and things like that. But yeah, in generating, like, the text, we also have to sort of give signals on, like, where those things maybe would make sense.Alessio [00:26:45]: And on the input side, instead of having a transcript versus having the audio, like, can you take some of the emotions out of it, too? If I'm giving, like, for example, when we did the recaps of our podcast, we can either give audio of the pod or we can give a diarized transcription of it. But, like, the transcription doesn't have some of the, you know, voice kind of, like, things.Raiza [00:27:05]: Yeah, yeah.Alessio [00:27:05]: Do you reconstruct that when people upload audio or how does that work?Raiza [00:27:09]: So when you upload audio today, we just transcribe it. So it is quite lossy in the sense that, like, we don't transcribe, like, the emotion from that as a source. But when you do upload a text file and it has a lot of, like, that annotation, I think that there is some ability for it to be reused in, like, the audio output, right? But I think it will still contextualize it in the deep dive format. So I think that's something that's, like, particularly important is, like, hey, today we only have one format.Raiza [00:27:37]: It's deep dive.Raiza [00:27:38]: It's meant to be a pretty general overview and it is pretty peppy.Raiza [00:27:42]: It's just very upbeat.Raiza [00:27:43]: It's very enthusiastic, yeah.Raiza [00:27:45]: Yeah, yeah.Raiza [00:27:45]: Even if you had, like, a sad topic, I think they would find a way to be, like, silver lining, though.Raiza [00:27:50]: Really?Raiza [00:27:51]: Yeah.Raiza [00:27:51]: We're having a good chat.Raiza [00:27:54]: Yeah, that's awesome.Swyx [00:27:54]: One of the ways, many, many, many ways that deep dive went viral is people saying, like, if you want to feel good about yourself, just drop in your LinkedIn. Any other, like, favorite use cases that you saw from people discovering things in social media?Raiza [00:28:08]: I mean, there's so many funny ones and I love the funny ones.Raiza [00:28:11]: I think because I'm always relieved when I watch them. I'm like, haha, that was funny and not scary. It's great.Raiza [00:28:17]: There was another one that was interesting, which was a startup founder putting their landing page and being like, all right, let's test whether or not, like, the value prop is coming through. And I was like, wow, that's right.Raiza [00:28:26]: That's smart.Usama [00:28:27]: Yeah.Raiza [00:28:28]: And then I saw a couple of other people following up on that, too.Raiza [00:28:32]: Yeah.Swyx [00:28:32]: I put my about page in there and, like, yeah, if there are things that I'm not comfortable with, I should remove it. You know, so that it can pick it up. Right.Usama [00:28:39]: I think that the personal hype machine was, like, a pretty viral one. I think, like, people uploaded their dreams and, like, some people, like, keep sort of dream journals and it, like, would sort of comment on those and, like, it was therapeutic. I didn't see those.Raiza [00:28:54]: Those are good. I hear from Googlers all the time, especially because we launched it internally first. And I think we launched it during the, you know, the Q3 sort of, like, check-in cycle. So all Googlers have to write notes about, like, hey, you know, what'd you do in Q3? And what Googlers were doing is they would write, you know, whatever they accomplished in Q3 and then they would create an audio overview. And these people they didn't know would just ping me and be like, wow, I feel really good, like, going into a meeting with my manager.Raiza [00:29:25]: And I was like, good, good, good, good. You really did that, right?Usama [00:29:29]: I think another cool one is just, like, any Wikipedia article. Yeah. Like, you drop it in and it's just, like, suddenly, like, the best sort of summary overview.Raiza [00:29:38]: I think that's what Karpathy did, right? Like, he has now a Spotify channel called Histories of Mysteries, which is basically, like, he just took, like, interesting stuff from Wikipedia and made audio overviews out of it.Swyx [00:29:50]: Yeah, he became a podcaster overnight.Raiza [00:29:52]: Yeah.Raiza [00:29:53]: I'm here for it. I fully support him.Raiza [00:29:55]: I'm racking up the listens for him.Swyx [00:29:58]: Honestly, it's useful even without the audio. You know, I feel like the audio does add an element to it, but I always want, you know, paired audio and text. And it's just amazing to see what people are organically discovering. I feel like it's because you laid the groundwork with NotebookLM and then you came in and added the sort of TTS portion and made it so good, so human, which is weird. Like, it's this engineering process of humans. Oh, one thing I wanted to ask. Do you have evals?Raiza [00:30:23]: Yeah.Swyx [00:30:23]: Yes.Raiza [00:30:24]: What? Potatoes for chefs.Swyx [00:30:27]: What is that? What do you mean, potatoes?Raiza [00:30:29]: Oh, sorry.Raiza [00:30:29]: Sorry. We were joking with this, like, a couple of weeks ago. We were doing, like, side-by-sides. But, like, Raiza sent me the file and it was literally called Potatoes for Chefs. And I was like, you know, my job is really serious, but you have to laugh a little bit. Like, the title of the file is, like, Potatoes for Chefs.Swyx [00:30:47]: Is it like a training document for chefs?Usama [00:30:50]: It's just a side-by-side for, like, two different kind of audio transcripts.Swyx [00:30:54]: The question is really, like, as you iterate, the typical engineering advice is you establish some kind of test or benchmark. You're at, like, 30 percent. You want to get it up to 90, right?Raiza [00:31:05]: Yeah.Swyx [00:31:05]: What does that look like for making something sound human and interesting and voice?Usama [00:31:11]: We have the sort of formal eval process as well. But I think, like, for this particular project, we maybe took a slightly different route to begin with. Like, there was a lot of just within the team listening sessions. A lot of, like, sort of, like... Dogfooding.Raiza [00:31:23]: Yeah.Usama [00:31:23]: Like, I think the bar that we tried to get to before even starting formal evals with raters and everything was much higher than I think other projects would. Like, because that's, as you said, like, the traditional advice, right? Like, get that ASAP. Like, what are you looking to improve on? Whatever benchmark it is. So there was a lot of just, like, critical listening. And I think a lot of making sure that those improvements actually could go into the model. And, like, we're happy with that human element of it. And then eventually we had to obviously distill those down into an eval set. But, like, still there's, like, the team is just, like, a very, very, like, avid user of the product at all stages.Raiza [00:32:02]: I think you just have to be really opinionated.Raiza [00:32:05]: I think that sometimes, if you are, your intuition is just sharper and you can move a lot faster on the product.Raiza [00:32:12]: Because it's like, if you hold that bar high, right?Raiza [00:32:15]: Like, if you think about, like, the iterative cycle, it's like, hey, we could take, like, six months to ship this thing. To get it to, like, mid where we were. Or we could just, like, listen to this and be like, yeah, that's not it, right? And I don't need a rater to tell me that. That's my preference, right? And collectively, like, if I have two other people listen to it, they'll probably agree. And it's just kind of this step of, like, just keep improving it to the point where you're like, okay, now I think this is really impressive. And then, like, do evals, right? And then validate that.Swyx [00:32:43]: Was the sound model done and frozen before you started doing all this? Or are you also saying, hey, we need to improve the sound model as well? Both.Usama [00:32:51]: Yeah, we were making improvements on the audio and just, like, generating the transcript as well. I think another weird thing here was, like, we needed to be entertaining. And that's much harder to quantify than some of the other benchmarks that you can make for, like, you know, Sweebench or get better at this math.Swyx [00:33:10]: Do you just have people rate one to five or, you know, or just thumbs up and down?Usama [00:33:14]: For the formal rater evals, we have sort of like a Likert scale and, like, a bunch of different dimensions there. But we had to sort of break down what makes it entertaining into, like, a bunch of different factors. But I think the team stage of that was more critical. It was like, we need to make sure that, like, what is making it fun and engaging? Like, we dialed that as far as it goes. And while we're making other changes that are necessary, like, obviously, they shouldn't make stuff up or, you know, be insensitive.Raiza [00:33:41]: Hallucinations. Safety.Swyx [00:33:42]: Other safety things.Raiza [00:33:43]: Right.Swyx [00:33:43]: Like a bunch of safety stuff.Raiza [00:33:45]: Yeah, exactly.Usama [00:33:45]: So, like, with all of that and, like, also just, you know, following sort of a coherent narrative and structure is really important. But, like, with all of this, we really had to make sure that that central tenet of being entertaining and engaging and something you actually want to listen to. It just doesn't go away, which takes, like, a lot of just active listening time because you're closest to the prompts, the model and everything.Swyx [00:34:07]: I think sometimes the difficulty is because we're dealing with non-deterministic models, sometimes you just got a bad roll of the dice and it's always on the distribution that you could get something bad. Basically, how many do you, like, do ten runs at a time? And then how do you get rid of the non-determinism?Raiza [00:34:23]: Right.Usama [00:34:23]: Yeah, that's bad luck.Raiza [00:34:25]: Yeah.Swyx [00:34:25]: Yeah.Usama [00:34:26]: I mean, there still will be, like, bad audio overviews. There's, like, a bunch of them that happens. Do you mean for, like, the raider? For raiders, right?Swyx [00:34:34]: Like, what if that one person just got, like, a really bad rating? You actually had a great prompt, you actually had a great model, great weights, whatever. And you just, you had a bad output.Usama [00:34:42]: Like, and that's okay, right?Raiza [00:34:44]: I actually think, like, the way that these are constructed, if you think about, like, the different types of controls that the user has, right? Like, what can the user do today to affect it?Usama [00:34:54]: We push a button.Raiza [00:34:55]: You just push a button.Swyx [00:34:56]: I have tried to prompt engineer by changing the title. Yeah, yeah, yeah.Raiza [00:34:59]: Changing the title, people have found out.Raiza [00:35:02]: Yeah.Raiza [00:35:02]: The title of the notebook, people have found out. You can add show notes, right? You can get them to think, like, the show has changed. Someone changed the language of the output. Changing the language of the output. Like, those are less well-tested because we focused on, like, this one aspect. So it did change the way that we sort of think about quality as well, right? So it's like, quality is on the dimensions of entertainment, of course, like, consistency, groundedness. But in general, does it follow the structure of the deep dive? And I think when we talk about, like, non-determinism, it's like, well, as long as it follows, like, the structure of the deep dive, right? It sort of inherently meets all those other qualities. And so it makes it a little bit easier for us to ship something with confidence to the extent that it's like, I know it's going to make a deep dive. It's going to make a good deep dive. Whether or not the person likes it, I don't know. But as we expand to new formats, as we open up controls, I think that's where it gets really much harder. Even with the show notes, right? Like, people don't know what they're going to get when they do that. And we see that already where it's like, this is going to be a lot harder to validate in terms of quality, where now we'll get a greater distribution. Whereas I don't think we really got, like, varied distribution because of, like, that pre-process that Raiza was talking about. And also because of the way that we'd constrain, like, what were we measuring for? Literally, just like, is it a deep dive?Swyx [00:36:18]: And you determine what a deep dive is. Yeah. Everything needs a PM. Yeah, I have, this is very similar to something I've been thinking about for AI products in general. There's always like a chief tastemaker. And for Notebook LM, it seems like it's a combination of you and Steven.Raiza [00:36:31]: Well, okay.Raiza [00:36:32]: I want to take a step back.Swyx [00:36:33]: And Raiza, I mean, presumably for the voice stuff.Raiza [00:36:35]: Raiza's like the head chef, right? Of, like, deep dive, I think. Potatoes.Raiza [00:36:40]: Of potatoes.Raiza [00:36:41]: And I say this because I think even though we are already a very opinionated team, and Steven, for sure, very opinionated, I think of the audio generations, like, Raiza was the most opinionated, right? And we all, like, would say, like, hey, I remember, like, one of the first ones he sent me.Raiza [00:36:57]: I was like, oh, I feel like they should introduce themselves. I feel like they should say a title. But then, like, we would catch things, like, maybe they shouldn't say their names.Raiza [00:37:04]: Yeah, they don't say their names.Usama [00:37:05]: That was a Steven catch, like, not give them names.Raiza [00:37:08]: So stuff like that is, like, we all injected, like, a little bit of just, like, hey, here's, like, my take on, like, how a podcast should be, right? And I think, like, if you're a person who, like, regularly listens to podcasts, there's probably some collective preference there that's generic enough that you can standardize into, like, the deep dive format. But, yeah, it's the new formats where I think, like, oh, that's the next test. Yeah.Swyx [00:37:30]: I've tried to make a clone, by the way. Of course, everyone did. Yeah. Everyone in AI was like, oh, no, this is so easy. I'll just take a TTS model. Obviously, our models are not as good as yours, but I tried to inject a consistent character backstory, like, age, identity, where they work, where they went to school, what their hobbies are. Then it just, the models try to bring it in too much.Raiza [00:37:49]: Yeah.Swyx [00:37:49]: I don't know if you tried this.Raiza [00:37:51]: Yeah.Swyx [00:37:51]: So then I'm like, okay, like, how do I define a personality? But it doesn't keep coming up every single time. Yeah.Raiza [00:37:58]: I mean, we have, like, a really, really good, like, character designer on our team.Raiza [00:38:02]: What?Swyx [00:38:03]: Like a D&D person?Raiza [00:38:05]: Just to say, like, we, just like we had to be opinionated about the format, we had to be opinionated about who are those two people talking.Raiza [00:38:11]: Okay.Raiza [00:38:12]: Right.Raiza [00:38:12]: And then to the extent that, like, you can design the format, you should be able to design the people as well.Raiza [00:38:18]: Yeah.Swyx [00:38:18]: I would love, like, a, you know, like when you play Baldur's Gate, like, you roll, you roll like 17 on Charisma and like, it's like what race they are. I don't know.Raiza [00:38:27]: I recently, actually, I was just talking about character select screens.Raiza [00:38:30]: Yeah. I was like, I love that, right.Raiza [00:38:32]: And I was like, maybe there's something to be learned there because, like, people have fallen in love with the deep dive as a, as a format, as a technology, but also as just like those two personas.Raiza [00:38:44]: Now, when you hear a deep dive and you've heard them, you're like, I know those two.Raiza [00:38:48]: Right.Raiza [00:38:48]: And people, it's so funny when I, when people are trying to find out their names, like, it's a, it's a worthy task.Raiza [00:38:54]: It's a worthy goal.Raiza [00:38:55]: I know what you're doing. But the next step here is to sort of introduce, like, is this like what people want?Raiza [00:39:00]: People want to sort of edit the personas or do they just want more of them?Swyx [00:39:04]: I'm sure you're getting a lot of opinions and they all, they all conflict with each other. Before we move on, I have to ask, because we're kind of on this topic. How do you make audio engaging? Because it's useful, not just for deep dive, but also for us as podcasters. What is, what does engaging mean? If you could break it down for us, that'd be great.Usama [00:39:22]: I mean, I can try. Like, don't, don't claim to be an expert at all.Swyx [00:39:26]: So I'll give you some, like variation in tone and speed. You know, there's this sort of writing advice where, you know, this sentence is five words. This sentence is three, that kind of advice where you, where you vary things, you have excitement, you have laughter, all that stuff. But I'd be curious how else you break down.Usama [00:39:42]: So there's the basics, like obviously structure that can't be meandering, right? Like there needs to be sort of a, an ultimate goal that the voices are trying to get to, human or artificial. I think one thing we find often is if there's just too much agreement between people, like that's not fun to listen to. So there needs to be some sort of tension and build up, you know, withholding information. For example, like as you listen to a story unfold, like you're going to learn more and more about it. And audio that maybe becomes even more important because like you actually don't have the ability to just like skim to the end of something. You're driving or something like you're going to be hooked because like there's, and that's how like, that's how a lot of podcasts work. Like maybe not interviews necessarily, but a lot of true crime, a lot of entertainment in general. There's just like a gradual unrolling of information. And that also like sort of goes back to the content transformation aspect of it. Like maybe you are going from, let's say the Wikipedia article of like one of the History of Mysteries, maybe episodes. Like the Wikipedia article is going to state out the information very differently. It's like, here's what happened would probably be in the very first paragraph. And one approach we could have done is like maybe a person's just narrating that thing. And maybe that would work for like a certain audience. Or I guess that's how I would picture like a standard history lesson to unfold. But like, because we're trying to put it in this two-person dialogue format, like there, we inject like the fact that, you know, there's, you don't give everything at first. And then you set up like differing opinions of the same topic or the same, like maybe you seize on a topic and go deeper into it and then try to bring yourself back out of it and go back to the main narrative. So that's, that's mostly from like the setting up the script perspective. And then the audio, I was saying earlier, it's trying to be as close to just human speech as possible. I think was the, what we found success with so far.Raiza [00:41:40]: Yeah. Like with interjections, right?Raiza [00:41:41]: Like I think like when you listen to two people talk, there's a lot of like, yeah, yeah, right. And then there's like a lot of like that questioning, like, oh yeah, really?Raiza [00:41:49]: What did you think?Swyx [00:41:50]: I noticed that. That's great.Raiza [00:41:52]: Totally.Usama [00:41:54]: Exactly.Swyx [00:41:55]: My question is, do you pull in speech experts to do this? Or did you just come up with it yourselves? You can be like, okay, talk to a whole bunch of fiction writers to, to make things engaging or comedy writers or whatever, stand up comedy, right? They have to make audio engaging, but audio as well. Like there's professional fields of studying where people do this for a living, but us as AI engineers are just making this up as we go.Raiza [00:42:19]: I mean, it's a great idea, but you definitely didn't.Raiza [00:42:22]: Yeah.Swyx [00:42:24]: My guess is you didn't.Raiza [00:42:25]: Yeah.Swyx [00:42:26]: There's a, there's a certain field of authority that people have. They're like, oh, like you can't do this because you don't have any experience like making engaging audio. But that's what you literally did.Raiza [00:42:35]: Right.Usama [00:42:35]: I mean, I was literally chatting with someone at Google earlier today about how some people think that like you need a linguistics person in the room for like making a good chatbot. But that's not actually true because like this person went to school for linguistics. And according to him, he's an engineer now. According to him, like most of his classmates were not actually good at language. Like they knew how to analyze language and like sort of the mathematical patterns and rhythms and language. But that doesn't necessarily mean they were going to be eloquent at like while speaking or writing. So I think, yeah, a lot of we haven't invested in specialists in audio format yet, but maybe that would.Raiza [00:43:13]: I think it's like super interesting because I think there is like a very human question of like what makes something interesting. And there's like a very deep question of like what is it, right? Like what is the quality that we are all looking for? Is it does somebody have to be funny? Does something have to be entertaining? Does something have to be straight to the point? And I think when you try to distill that, this is the interesting thing I think about our experiment, about this particular launch is first, we only launched one format. And so we sort of had to squeeze everything we believed about what an interesting thing is into one package. And as a result of it, I think we learned it's like, hey, interacting with a chatbot is sort of novel at first, but it's not interesting, right? It's like humans are what makes interacting with chatbots interesting.Raiza [00:43:59]: It's like, ha ha ha, I'm going to try to trick it. It's like, that's interesting.Raiza [00:44:02]: Spell strawberry, right?Raiza [00:44:04]: This is like the fun that like people have with it. But like that's not the LLM being interesting.Raiza [00:44:08]: That's you just like kind of giving it your own flavor. But it's like, what does it mean to sort of flip it on its head and say, no, you be interesting now, right? Like you give the chatbot the opportunity to do it. And this is not a chatbot per se. It is like just the audio. And it's like the texture, I think, that really brings it to life. And it's like the things that we've described here, which is like, okay, now I have to like lead you down a path of information about like this commercialization deck.Raiza [00:44:36]: It's like, how do you do that?Raiza [00:44:38]: To be able to successfully do it, I do think that you need experts. I think we'll engage with experts like down the road, but I think it will have to be in the context of, well, what's the next thing we're building, right? It's like, what am I trying to change here? What do I fundamentally believe needs to be improved? And I think there's still like a lot more studying that we have to do in terms of like, well, what are people actually using this for? And we're just in such early days. Like it hasn't even been a month. Two, three weeks.Usama [00:45:05]: Three weeks.Raiza [00:45:06]: Yeah, yeah.Usama [00:45:07]: I think one other element to that is the fact that you're bringing your own sources to it. Like it's your stuff. Like, you know this somewhat well, or you care to know about this. So like that, I think, changed the equation on its head as well. It's like your sources and someone's telling you about it. So like you care about how that dynamic is, but you just care for it to be good enough to be entertaining. Because ultimately they're talking about your mortgage deed or whatever.Swyx [00:45:33]: So it's interesting just from the topic itself. Even taking out all the agreements and the hiding of the slow reveal. I mean, there's a baseline, maybe.Usama [00:45:42]: Like if it was like too drab. Like if someone was reading it off, like, you know, that's like the absolute worst.Raiza [00:45:46]: But like...Swyx [00:45:47]: Do you prompt for humor? That's a tough one, right?Raiza [00:45:51]: I think it's more of a generic way to bring humor out if possible. I think humor is actually one of the hardest things. Yeah.Raiza [00:46:00]: But I don't know if you saw...Raiza [00:46:00]: That is AGI.Swyx [00:46:01]: Humor is AGI.Raiza [00:46:02]: Yeah, but did you see the chicken one?Raiza [00:46:03]: No.Raiza [00:46:04]: Okay. If you haven't heard it... We'll splice it in here.Swyx [00:46:06]: Okay.Raiza [00:46:07]: Yeah.Raiza [00:46:07]: There is a video on Threads. I think it was by Martino Wong. And it's a PDF.Raiza [00:46:16]: Welcome to your deep dive for today. Oh, yeah. Get ready for a fun one. Buckle up. Because we are diving into... Chicken, chicken, chicken. Chicken, chicken. You got that right. By Doug Zonker. Now. And yes, you heard that title correctly. Titles. Our listener today submitted this paper. Yeah, they're going to need our help. And I can totally see why. Absolutely. It's dense. It's baffling. It's a lot. And it's packed with more chicken than a KFC buffet. What? That's hilarious.Raiza [00:46:48]: That's so funny. So it's like stuff like that, that's like truly delightful, truly surprising.Raiza [00:46:53]: But it's like we didn't tell it to be funny.Usama [00:46:55]: Humor is contextual also. Like super contextual is what we're realizing. So we're not prompting for humor, but we're prompting for maybe a lot of other things that are bringing out that humor.Alessio [00:47:04]: I think the thing about ad-generated content, if we look at YouTube, like we do videos on YouTube and it's like, you know, a lot of people like screaming in the thumbnails to get clicks. There's like everybody, there's kind of like a meta of like what you need to do to get clicks. But I think in your product, there's no actual creator on the other side investing the time. So you can actually generate a type of content that is maybe not universally appealing, you know, at a much, yeah, exactly. I think that's the most interesting thing. It's like, well, is there a way for like, take Mr.Raiza [00:47:36]: Beast, right?Alessio [00:47:36]: It's like Mr. Beast optimizes videos to reach the biggest audience and like the most clicks. But what if every video could be kind of like regenerated to be closer to your taste, you know, when you watch it?Raiza [00:47:48]: I think that's kind of the promise of AI that I think we are just like touching on, which is, I think every time I've gotten information from somebody, they have delivered it to me in their preferred method, right?Raiza [00:47:59]: Like if somebody gives me a PDF, it's a PDF.Raiza [00:48:01]: Somebody gives me a hundred slide deck, that is the format in which I'm going to read it. But I think we are now living in the era where transformations are really possible, which is, look, like I don't want to read your hundred slide deck, but I'll listen to a 16 minute audio overview on the drive home. And that, that I think is, is really novel. And that is, is paving the way in a way that like maybe we wanted, but didn'tRaiza [00:48:24]: expect.Raiza [00:48:25]: Where I also think you're listening to a lot of content that normally wouldn't have had content made about it. Like I watched this TikTok where this woman uploaded her diary from 2004.Raiza [00:48:36]: For sure, right?Raiza [00:48:36]: Like nobody was goin

Hey all, Alex here, coming to you from the (surprisingly) sunny Seattle, with just a mind-boggling week of releases. Really, just on Tuesday there was so much news already! I had to post a recap thread, something I do usually after I finish ThursdAI! From Anthropic reclaiming close-second sometimes-first AI lab position + giving Claude the wheel in the form of computer use powers, to more than 3 AI video generation updates with open source ones, to Apple updating Apple Intelligence beta, it's honestly been very hard to keep up, and again, this is literally part of my job! But once again I'm glad that we were able to cover this in ~2hrs, including multiple interviews with returning co-hosts ( Simon Willison came back, Killian came back) so definitely if you're only a reader at this point, listen to the show! Ok as always (recently) the TL;DR and show notes at the bottom (I'm trying to get you to scroll through ha, is it working?) so grab a bucket of popcorn, let's dive in

Hey folks, Alex here from Weights & Biases, and this week has been absolutely bonkers. From robots walking among us to rockets landing on chopsticks (well, almost), the future is feeling palpably closer. And if real-world robots and reusable spaceship boosters weren't enough, the open-source AI community has been cooking, dropping new models and techniques faster than a Starship launch. So buckle up, grab your space helmet and noise-canceling headphones (we'll get to why those are important!), and let's blast off into this week's AI adventures!TL;DR and show-notes + links at the end of the post

We all have fond memories of the first Dev Day in 2023:and the blip that followed soon after. As Ben Thompson has noted, this year's DevDay took a quieter, more intimate tone. No Satya, no livestream, (slightly fewer people?). Instead of putting ChatGPT announcements in DevDay as in 2023, o1 was announced 2 weeks prior, and DevDay 2024 was reserved purely for developer-facing API announcements, primarily the Realtime API, Vision Finetuning, Prompt Caching, and Model Distillation.However the larger venue and more spread out schedule did allow a lot more hallway conversations with attendees as well as more community presentations including our recent guest Alistair Pullen of Cosine as well as deeper dives from OpenAI including our recent guest Michelle Pokrass of the API Team. Thanks to OpenAI's warm collaboration (we particularly want to thank Lindsay McCallum Rémy!), we managed to record exclusive interviews with many of the main presenters of both the keynotes and breakout sessions. We present them in full in today's episode, together with a full lightly edited Q&A with Sam Altman.Show notes and related resourcesSome of these used in the final audio episode below* Simon Willison Live Blog* swyx live tweets and videos* Greg Kamradt coverage of Structured Output session, Scaling LLM Apps session* Fireside Chat Q&A with Sam AltmanTimestamps* [00:00:00] Intro by Suno.ai* [00:01:23] NotebookLM Recap of DevDay* [00:09:25] Ilan's Strawberry Demo with Realtime Voice Function Calling* [00:19:16] Olivier Godement, Head of Product, OpenAI* [00:36:57] Romain Huet, Head of DX, OpenAI* [00:47:08] Michelle Pokrass, API Tech Lead at OpenAI ft. Simon Willison* [01:04:45] Alistair Pullen, CEO, Cosine (Genie)* [01:18:31] Sam Altman + Kevin Weill Q&A* [02:03:07] Notebook LM Recap of PodcastTranscript[00:00:00] Suno AI: Under dev daylights, code ignites. Real time voice streams reach new heights. O1 and GPT, 4. 0 in flight. Fine tune the future, data in sight. Schema sync up, outputs precise. Distill the models, efficiency splice.[00:00:33] AI Charlie: Happy October. This is your AI co host, Charlie. One of our longest standing traditions is covering major AI and ML conferences in podcast format. Delving, yes delving, into the vibes of what it is like to be there stitched in with short samples of conversations with key players, just to help you feel like you were there.[00:00:54] AI Charlie: Covering this year's Dev Day was significantly more challenging because we were all requested not to record the opening keynotes. So, in place of the opening keynotes, we had the viral notebook LM Deep Dive crew, my new AI podcast nemesis, Give you a seven minute recap of everything that was announced.[00:01:15] AI Charlie: Of course, you can also check the show notes for details. I'll then come back with an explainer of all the interviews we have for you today. Watch out and take care.[00:01:23] NotebookLM Recap of DevDay[00:01:23] NotebookLM: All right, so we've got a pretty hefty stack of articles and blog posts here all about open ais. Dev day 2024.[00:01:32] NotebookLM 2: Yeah, lots to dig into there.[00:01:34] NotebookLM 2: Seems[00:01:34] NotebookLM: like you're really interested in what's new with AI.[00:01:36] NotebookLM 2: Definitely. And it seems like OpenAI had a lot to announce. New tools, changes to the company. It's a lot.[00:01:43] NotebookLM: It is. And especially since you're interested in how AI can be used in the real world, you know, practical applications, we'll focus on that.[00:01:51] NotebookLM: Perfect. Like, for example, this Real time API, they announced that, right? That seems like a big deal if we want AI to sound, well, less like a robot.[00:01:59] NotebookLM 2: It could be huge. The real time API could completely change how we, like, interact with AI. Like, imagine if your voice assistant could actually handle it if you interrupted it.[00:02:08] NotebookLM: Or, like, have an actual conversation.[00:02:10] NotebookLM 2: Right, not just these clunky back and forth things we're used to.[00:02:14] NotebookLM: And they actually showed it off, didn't they? I read something about a travel app, one for languages. Even one where the AI ordered takeout.[00:02:21] NotebookLM 2: Those demos were really interesting, and I think they show how this real time API can be used in so many ways.[00:02:28] NotebookLM 2: And the tech behind it is fascinating, by the way. It uses persistent WebSocket connections and this thing called function calling, so it can respond in real time.[00:02:38] NotebookLM: So the function calling thing, that sounds kind of complicated. Can you, like, explain how that works?[00:02:42] NotebookLM 2: So imagine giving the AI Access to this whole toolbox, right?[00:02:46] NotebookLM 2: Information, capabilities, all sorts of things. Okay. So take the travel agent demo, for example. With function calling, the AI can pull up details, let's say about Fort Mason, right, from some database. Like nearby restaurants, stuff like that.[00:02:59] NotebookLM: Ah, I get it. So instead of being limited to what it already knows, It can go and find the information it needs, like a human travel agent would.[00:03:07] NotebookLM 2: Precisely. And someone on Hacker News pointed out a cool detail. The API actually gives you a text version of what's being said. So you can store that, analyze it.[00:03:17] NotebookLM: That's smart. It seems like OpenAI put a lot of thought into making this API easy for developers to use. But, while we're on OpenAI, you know, Besides their tech, there's been some news about, like, internal changes, too.[00:03:30] NotebookLM: Didn't they say they're moving away from being a non profit?[00:03:32] NotebookLM 2: They did. And it's got everyone talking. It's a major shift. And it's only natural for people to wonder how that'll change things for OpenAI in the future. I mean, there are definitely some valid questions about this move to for profit. Like, will they have more money for research now?[00:03:46] NotebookLM 2: Probably. But will they, you know, care as much about making sure AI benefits everyone?[00:03:51] NotebookLM: Yeah, that's the big question, especially with all the, like, the leadership changes happening at OpenAI too, right? I read that their Chief Research Officer left, and their VP of Research, and even their CTO.[00:04:03] NotebookLM 2: It's true. A lot of people are connecting those departures with the changes in OpenAI's structure.[00:04:08] NotebookLM: And I guess it makes you wonder what's going on behind the scenes. But they are still putting out new stuff. Like this whole fine tuning thing really caught my eye.[00:04:17] NotebookLM 2: Right, fine tuning. It's essentially taking a pre trained AI model. And, like, customizing it.[00:04:23] NotebookLM: So instead of a general AI, you get one that's tailored for a specific job.[00:04:27] NotebookLM 2: Exactly. And that opens up so many possibilities, especially for businesses. Imagine you could train an AI on your company's data, you know, like how you communicate your brand guidelines.[00:04:37] NotebookLM: So it's like having an AI that's specifically trained for your company?[00:04:41] NotebookLM 2: That's the idea.[00:04:41] NotebookLM: And they're doing it with images now, too, right?[00:04:44] NotebookLM: Fine tuning with vision is what they called it.[00:04:46] NotebookLM 2: It's pretty incredible what they're doing with that, especially in fields like medicine.[00:04:50] NotebookLM: Like using AI to help doctors make diagnoses.[00:04:52] NotebookLM 2: Exactly. And AI could be trained on thousands of medical images, right? And then it could potentially spot things that even a trained doctor might miss.[00:05:03] NotebookLM: That's kind of scary, to be honest. What if it gets it wrong?[00:05:06] NotebookLM 2: Well, the idea isn't to replace doctors, but to give them another tool, you know, help them make better decisions.[00:05:12] NotebookLM: Okay, that makes sense. But training these AI models must be really expensive.[00:05:17] NotebookLM 2: It can be. All those tokens add up. But OpenAI announced something called automatic prompt caching.[00:05:23] Alex Volkov: Automatic what now? I don't think I came across that.[00:05:26] NotebookLM 2: So basically, if your AI sees a prompt that it's already seen before, OpenAI will give you a discount.[00:05:31] NotebookLM: Huh. Like a frequent buyer program for AI.[00:05:35] NotebookLM 2: Kind of, yeah. It's good that they're trying to make it more affordable. And they're also doing something called model distillation.[00:05:41] NotebookLM: Okay, now you're just using big words to sound smart. What's that?[00:05:45] NotebookLM 2: Think of it like like a recipe, right? You can take a really complex recipe and break it down to the essential parts.[00:05:50] NotebookLM: Make it simpler, but it still tastes the same.[00:05:53] NotebookLM 2: Yeah. And that's what model distillation is. You take a big, powerful AI model and create a smaller, more efficient version.[00:06:00] NotebookLM: So it's like lighter weight, but still just as capable.[00:06:03] NotebookLM 2: Exactly. And that means more people can actually use these powerful tools. They don't need, like, a supercomputer to run them.[00:06:10] NotebookLM: So they're making AI more accessible. That's great.[00:06:13] NotebookLM 2: It is. And speaking of powerful tools, they also talked about their new O1 model.[00:06:18] NotebookLM 2: That's the one they've been hyping up. The one that's supposed to be this big leap forward.[00:06:22] NotebookLM: Yeah, O1. It sounds pretty futuristic. Like, from what I read, it's not just a bigger, better language model.[00:06:28] NotebookLM 2: Right. It's a different porch.[00:06:29] NotebookLM: They're saying it can, like, actually reason, right? Think.[00:06:33] NotebookLM 2: It's trained differently.[00:06:34] NotebookLM 2: They used reinforcement learning with O1.[00:06:36] NotebookLM: So it's not just finding patterns in the data it's seen before.[00:06:40] NotebookLM 2: Not just that. It can actually learn from its mistakes. Get better at solving problems.[00:06:46] NotebookLM: So give me an example. What can O1 do that, say, GPT 4 can't?[00:06:51] NotebookLM 2: Well, OpenAI showed it doing some pretty impressive stuff with math, like advanced math.[00:06:56] NotebookLM 2: And coding, too. Complex coding. Things that even GPT 4 struggled with.[00:07:00] NotebookLM: So you're saying if I needed to, like, write a screenplay, I'd stick with GPT 4? But if I wanted to solve some crazy physics problem, O1 is what I'd use.[00:07:08] NotebookLM 2: Something like that, yeah. Although there is a trade off. O1 takes a lot more power to run, and it takes longer to get those impressive results.[00:07:17] NotebookLM: Hmm, makes sense. More power, more time, higher quality.[00:07:21] NotebookLM 2: Exactly.[00:07:22] NotebookLM: It sounds like it's still in development, though, right? Is there anything else they're planning to add to it?[00:07:26] NotebookLM 2: Oh, yeah. They mentioned system prompts, which will let developers, like, set some ground rules for how it behaves. And they're working on adding structured outputs and function calling.[00:07:38] Alex Volkov: Wait, structured outputs? Didn't we just talk about that? We[00:07:41] NotebookLM 2: did. That's the thing where the AI's output is formatted in a way that's easy to use.[00:07:47] NotebookLM: Right, right. So you don't have to spend all day trying to make sense of what it gives you. It's good that they're thinking about that stuff.[00:07:53] NotebookLM 2: It's about making these tools usable.[00:07:56] NotebookLM 2: And speaking of that, Dev Day finished up with this really interesting talk. Sam Altman, the CEO of OpenAI, And Kevin Weil, their new chief product officer. They talked about, like, the big picture for AI.[00:08:09] NotebookLM: Yeah, they did, didn't they? Anything interesting come up?[00:08:12] NotebookLM 2: Well, Altman talked about moving past this whole AGI term, Artificial General Intelligence.[00:08:18] NotebookLM: I can see why. It's kind of a loaded term, isn't it?[00:08:20] NotebookLM 2: He thinks it's become a bit of a buzzword, and people don't really understand what it means.[00:08:24] NotebookLM: So are they saying they're not trying to build AGI anymore?[00:08:28] NotebookLM 2: It's more like they're saying they're focused on just Making AI better, constantly improving it, not worrying about putting it in a box.[00:08:36] NotebookLM: That makes sense. Keep pushing the limits.[00:08:38] NotebookLM 2: Exactly. But they were also very clear about doing it responsibly. They talked a lot about safety and ethics.[00:08:43] NotebookLM: Yeah, that's important.[00:08:44] NotebookLM 2: They said they were going to be very careful. About how they release new features.[00:08:48] NotebookLM: Good! Because this stuff is powerful.[00:08:51] NotebookLM 2: It is. It was a lot to take in, this whole Dev Day event.[00:08:54] NotebookLM 2: New tools, big changes at OpenAI, and these big questions about the future of AI.[00:08:59] NotebookLM: It was. But hopefully this deep dive helped make sense of some of it. At least, that's what we try to do here.[00:09:05] AI Charlie: Absolutely.[00:09:06] NotebookLM: Thanks for taking the deep dive with us.[00:09:08] AI Charlie: The biggest demo of the new Realtime API involved function calling with voice mode and buying chocolate covered strawberries from our friendly local OpenAI developer experience engineer and strawberry shop owner, Ilan Biggio.[00:09:21] AI Charlie: We'll first play you the audio of his demo and then go into a little interview with him.[00:09:25] Ilan's Strawberry Demo with Realtime Voice Function Calling[00:09:25] Romain Huet: Could you place a call and see if you could get us 400 strawberries delivered to the venue? But please keep that under 1500. I'm on it. We'll get those strawberries delivered for you.[00:09:47] Ilan: Hello? Hi there. Is this Ilan? I'm Romain's AI assistant. How is it going? Fantastic. Can you tell me what flavors of strawberry dips you have for me? Yeah, we have chocolate, vanilla, and we have peanut butter. Wait, how much would 400 chocolate covered strawberries cost? 400? Are you sure you want 400? Yes, 400 chocolate covered[00:10:14] swyx: strawberries.[00:10:15] Ilan: Wait,[00:10:16] swyx: how much[00:10:16] Ilan: would that be? I think that'll be around, like, 1, 415. 92.[00:10:25] Alex Volkov: Awesome. Let's go ahead and place the order for four chocolate covered strawberries.[00:10:31] Ilan: Great, where would you like that delivered? Please deliver them to the Gateway Pavilion at Fort Mason. And I'll be paying in cash.[00:10:42] Alex Volkov: Okay,[00:10:43] Ilan: sweet. So just to confirm, you want four strawberries?[00:10:45] Ilan: 400 chocolate covered strawberries to the Gateway Pavilion. Yes, that's perfect. And when can we expect delivery? Well, you guys are right nearby, so it'll be like, I don't know, 37 seconds? That's incredibly fast. Cool, you too.[00:11:09] swyx: Hi, Ilan, welcome to Lanespace. Oh, thank you. I just saw your amazing demos, had your amazing strawberries. You are dressed up, like, exactly like a strawberry salesman. Gotta have it all. What was the building on demo like? What was the story behind the demo?[00:11:22] swyx: It was really interesting. This is actually something I had been thinking about for months before the launch.[00:11:27] swyx: Like, having a, like, AI that can make phone calls is something like I've personally wanted for a long time. And so as soon as we launched internally, like, I started hacking on it. And then that sort of just started. We made it into like an internal demo, and then people found it really interesting, and then we thought how cool would it be to have this like on stage as, as one of the demos.[00:11:47] swyx: Yeah, would would you call out any technical issues building, like you were basically one of the first people ever to build with a voice mode API. Would you call out any issues like integrating it with Twilio like that, like you did with function calling, with like a form filling elements. I noticed that you had like intents of things to fulfill, and then.[00:12:07] swyx: When there's still missing info, the voice would prompt you, roleplaying the store guy.[00:12:13] swyx: Yeah, yeah, so, I think technically, there's like the whole, just working with audio and streams is a whole different beast. Like, even separate from like AI and this, this like, new capabilities, it's just, it's just tough.[00:12:26] swyx: Yeah, when you have a prompt, conversationally it'll just follow, like the, it was, Instead of like, kind of step by step to like ask the right questions based on like the like what the request was, right? The function calling itself is sort of tangential to that. Like, you have to prompt it to call the functions, but then handling it isn't too much different from, like, what you would do with assistant streaming or, like, chat completion streaming.[00:12:47] swyx: I think, like, the API feels very similar just to, like, if everything in the API was streaming, it actually feels quite familiar to that.[00:12:53] swyx: And then, function calling wise, I mean, does it work the same? I don't know. Like, I saw a lot of logs. You guys showed, like, in the playground, a lot of logs. What is in there?[00:13:03] swyx: What should people know?[00:13:04] swyx: Yeah, I mean, it is, like, the events may have different names than the streaming events that we have in chat completions, but they represent very similar things. It's things like, you know, function call started, argument started, it's like, here's like argument deltas, and then like function call done.[00:13:20] swyx: Conveniently we send one that has the full function, and then I just use that. Nice.[00:13:25] swyx: Yeah and then, like, what restrictions do, should people be aware of? Like, you know, I think, I think, before we recorded, we discussed a little bit about the sensitivities around basically calling random store owners and putting, putting like an AI on them.[00:13:40] swyx: Yeah, so there's, I think there's recent regulation on that, which is why we want to be like very, I guess, aware of, of You know, you can't just call anybody with AI, right? That's like just robocalling. You wouldn't want someone just calling you with AI.[00:13:54] swyx: I'm a developer, I'm about to do this on random people.[00:13:57] swyx: What laws am I about to break?[00:14:00] swyx: I forget what the governing body is, but you should, I think, Having consent of the person you're about to call, it always works. I, as the strawberry owner, have consented to like getting called with AI. I think past that you, you want to be careful. Definitely individuals are more sensitive than businesses.[00:14:19] swyx: I think businesses you have a little bit more leeway. Also, they're like, businesses I think have an incentive to want to receive AI phone calls. Especially if like, they're dealing with it. It's doing business. Right, like, it's more business. It's kind of like getting on a booking platform, right, you're exposed to more.[00:14:33] swyx: But, I think it's still very much like a gray area. Again, so. I think everybody should, you know, tread carefully, like, figure out what it is. I, I, I, the law is so recent, I didn't have enough time to, like, I'm also not a lawyer. Yeah, yeah, yeah, of course. Yeah.[00:14:49] swyx: Okay, cool fair enough. One other thing, this is kind of agentic.[00:14:52] swyx: Did you use a state machine at all? Did you use any framework? No. You just stick it in context and then just run it in a loop until it ends call?[00:15:01] swyx: Yeah, there isn't even a loop, like Okay. Because the API is just based on sessions. It's always just going to keep going. Every time you speak, it'll trigger a call.[00:15:11] swyx: And then after every function call was also invoked invoking like a generation. And so that is another difference here. It's like it's inherently almost like in a loop, be just by being in a session, right? No state machines needed. I'd say this is very similar to like, the notion of routines, where it's just like a list of steps.[00:15:29] swyx: And it, like, sticks to them softly, but usually pretty well. And the steps is the prompts? The steps, it's like the prompt, like the steps are in the prompt. Yeah, yeah, yeah. Right, it's like step one, do this, step one, step two, do that. What if I want to change the system prompt halfway through the conversation?[00:15:44] swyx: You can. Okay. You can. To be honest, I have not played without two too much. Yeah,[00:15:47] swyx: yeah.[00:15:48] swyx: But, I know you can.[00:15:49] swyx: Yeah, yeah. Yeah. Awesome. I noticed that you called it real time API, but not voice API. Mm hmm. So I assume that it's like real time API starting with voice. Right, I think that's what he said on the thing.[00:16:00] swyx: I can't imagine, like, what else is real[00:16:02] swyx: time? Well, I guess, to use ChatGPT's voice mode as an example, Like, we've demoed the video, right? Like, real time image, right? So, I'm not actually sure what timelines are, But I would expect, if I had to guess, That, like, that is probably the next thing that we're gonna be making.[00:16:17] swyx: You'd probably have to talk directly with the team building this. Sure. But, You can't promise their timelines. Yeah, yeah, yeah, right, exactly. But, like, given that this is the features that currently, Or that exists that we've demoed on Chachapiti. Yeah. There[00:16:29] swyx: will never be a[00:16:29] swyx: case where there's like a real time text API, right?[00:16:31] swyx: I don't Well, this is a real time text API. You can do text only on this. Oh. Yeah. I don't know why you would. But it's actually So text to text here doesn't quite make a lot of sense. I don't think you'll get a lot of latency gain. But, like, speech to text is really interesting. Because you can prevent You can prevent responses, like audio responses.[00:16:54] swyx: And force function calls. And so you can do stuff like UI control. That is like super super reliable. We had a lot of like, you know, un, like, we weren't sure how well this was gonna work because it's like, you have a voice answering. It's like a whole persona, right? Like, that's a little bit more, you know, risky.[00:17:10] swyx: But if you, like, cut out the audio outputs and make it so it always has to output a function, like you can end up with pretty pretty good, like, Pretty reliable, like, command like a command architecture. Yeah,[00:17:21] swyx: actually, that's the way I want to interact with a lot of these things as well. Like, one sided voice.[00:17:26] swyx: Yeah, you don't necessarily want to hear the[00:17:27] swyx: voice back. And like, sometimes it's like, yeah, I think having an output voice is great. But I feel like I don't always want to hear an output voice. I'd say usually I don't. But yeah, exactly, being able to speak to it is super sweet.[00:17:39] swyx: Cool. Do you want to comment on any of the other stuff that you announced?[00:17:41] swyx: From caching I noticed was like, I like the no code change part. I'm looking forward to the docs because I'm sure there's a lot of details on like, what you cache, how long you cache. Cause like, enthalpy caches were like 5 minutes. I was like, okay, but what if I don't make a call every 5 minutes?[00:17:56] swyx: Yeah,[00:17:56] swyx: to be super honest with you, I've been so caught up with the real time API and making the demo that I haven't read up on the other stuff. Launches too much. I mean, I'm aware of them, but I think I'm excited to see how all distillation works. That's something that we've been doing like, I don't know, I've been like doing it between our models for a while And I've seen really good results like I've done back in a day like from GPT 4 to GPT 3.[00:18:19] swyx: 5 And got like, like pretty much the same level of like function calling with like hundreds of functions So that was super super compelling So, I feel like easier distillation, I'm really excited for. I see. Is it a tool?[00:18:31] swyx: So, I saw evals. Yeah. Like, what is the distillation product? It wasn't super clear, to be honest.[00:18:36] swyx: I, I think I want to, I want to let that team, I want to let that team talk about it. Okay,[00:18:40] swyx: alright. Well, I appreciate you jumping on. Yeah, of course. Amazing demo. It was beautifully designed. I'm sure that was part of you and Roman, and[00:18:47] swyx: Yeah, I guess, shout out to like, the first people to like, creators of Wanderlust, originally, were like, Simon and Carolis, and then like, I took it and built the voice component and the voice calling components.[00:18:59] swyx: Yeah, so it's been a big team effort. And like the entire PI team for like Debugging everything as it's been going on. It's been, it's been so good working with them. Yeah, you're the first consumers on the DX[00:19:07] swyx: team. Yeah. Yeah, I mean, the classic role of what we do there. Yeah. Okay, yeah, anything else? Any other call to action?[00:19:13] swyx: No, enjoy Dev Day. Thank you. Yeah. That's it.[00:19:16] Olivier Godement, Head of Product, OpenAI[00:19:16] AI Charlie: The latent space crew then talked to Olivier Godmont, head of product for the OpenAI platform, who led the entire Dev Day keynote and introduced all the major new features and updates that we talked about today.[00:19:28] swyx: Okay, so we are here with Olivier Godmont. That's right.[00:19:32] swyx: I don't pronounce French. That's fine. It was perfect. And it was amazing to see your keynote today. What was the back story of, of preparing something like this? Preparing, like, Dev Day? It[00:19:43] Olivier Godement: essentially came from a couple of places. Number one, excellent reception from last year's Dev Day.[00:19:48] Olivier Godement: Developers, startup founders, researchers want to spend more time with OpenAI, and we want to spend more time with them as well. And so for us, like, it was a no brainer, frankly, to do it again, like, you know, like a nice conference. The second thing is going global. We've done a few events like in Paris and like a few other like, you know, non European, non American countries.[00:20:05] Olivier Godement: And so this year we're doing SF, Singapore, and London. To frankly just meet more developers.[00:20:10] swyx: Yeah, I'm very excited for the Singapore one.[00:20:12] Olivier Godement: Ah,[00:20:12] swyx: yeah. Will you be[00:20:13] Olivier Godement: there?[00:20:14] swyx: I don't know. I don't know if I got an invite. No. I can't just talk to you. Yeah, like, and then there was some speculation around October 1st.[00:20:22] Olivier Godement: Yeah. Is it because[00:20:23] swyx: 01, October 1st? It[00:20:25] Olivier Godement: has nothing to do. I discovered the tweet yesterday where like, people are so creative. No one, there was no connection to October 1st. But in hindsight, that would have been a pretty good meme by Tiana. Okay.[00:20:37] swyx: Yeah, and you know, I think like, OpenAI's outreach to developers is something that I felt the whole in 2022, when like, you know, like, people were trying to build a chat GPT, and like, there was no function calling, all that stuff that you talked about in the past.[00:20:51] swyx: And that's why I started my own conference as like like, here's our little developer conference thing. And, but to see this OpenAI Dev Day now, and like to see so many developer oriented products coming to OpenAI, I think it's really encouraging.[00:21:02] Olivier Godement: Yeah, totally. It's that's what I said, essentially, like, developers are basically the people who make the best connection between the technology and, you know, the future, essentially.[00:21:14] Olivier Godement: Like, you know, essentially see a capability, see a low level, like, technology, and are like, hey, I see how that application or that use case that can be enabled. And so, in the direction of enabling, like, AGI, like, all of humanity, it's a no brainer for us, like, frankly, to partner with Devs.[00:21:31] Alessio: And most importantly, you almost never had waitlists, which, compared to like other releases, people usually, usually have.[00:21:38] Alessio: What is the, you know, you had from caching, you had real time voice API, we, you know, Shawn did a long Twitter thread, so people know the releases. Yeah. What is the thing that was like sneakily the hardest to actually get ready for, for that day, or like, what was the kind of like, you know, last 24 hours, anything that you didn't know was gonna work?[00:21:56] Olivier Godement: Yeah. The old Fairly, like, I would say, involved, like, features to ship. So the team has been working for a month, all of them. The one which I would say is the newest for OpenAI is the real time API. For a couple of reasons. I mean, one, you know, it's a new modality. Second, like, it's the first time that we have an actual, like, WebSocket based API.[00:22:16] Olivier Godement: And so, I would say that's the one that required, like, the most work over the month. To get right from a developer perspective and to also make sure that our existing safety mitigation that worked well with like real time audio in and audio out.[00:22:30] swyx: Yeah, what design choices or what was like the sort of design choices that you want to highlight?[00:22:35] swyx: Like, you know, like I think for me, like, WebSockets, you just receive a bunch of events. It's two way. I obviously don't have a ton of experience. I think a lot of developers are going to have to embrace this real time programming. Like, what are you designing for, or like, what advice would you have for developers exploring this?[00:22:51] Olivier Godement: The core design hypothesis was essentially, how do we enable, like, human level latency? We did a bunch of tests, like, on average, like, human beings, like, you know, takes, like, something like 300 milliseconds to converse with each other. And so that was the design principle, essentially. Like, working backward from that, and, you know, making the technology work.[00:23:11] Olivier Godement: And so we evaluated a few options, and WebSockets was the one that we landed on. So that was, like, one design choice. A few other, like, big design choices that we had to make prompt caching. Prompt caching, the design, like, target was automated from the get go. Like, zero code change from the developer.[00:23:27] Olivier Godement: That way you don't have to learn, like, what is a prompt prefix, and, you know, how long does a cache work, like, we just do it as much as we can, essentially. So that was a big design choice as well. And then finally, on distillation, like, and evaluation. The big design choice was something I learned at Skype, like in my previous job, like a philosophy around, like, a pit of success.[00:23:47] Olivier Godement: Like, what is essentially the, the, the minimum number of steps for the majority of developers to do the right thing? Because when you do evals on fat tuning, there are many, many ways, like, to mess it up, frankly, like, you know, and have, like, a crappy model, like, evals that tell, like, a wrong story. And so our whole design was, okay, we actually care about, like, helping people who don't have, like, that much experience, like, evaluating a model, like, get, like, in a few minutes, like, to a good spot.[00:24:11] Olivier Godement: And so how do we essentially enable that bit of success, like, in the product flow?[00:24:15] swyx: Yeah, yeah, I'm a little bit scared to fine tune especially for vision, because I don't know what I don't know for stuff like vision, right? Like, for text, I can evaluate pretty easily. For vision let's say I'm like trying to, one of your examples was grab.[00:24:33] swyx: Which, very close to home, I'm from Singapore. I think your example was like, they identified stop signs better. Why is that hard? Why do I have to fine tune that? If I fine tune that, do I lose other things? You know, like, there's a lot of unknowns with Vision that I think developers have to figure out.[00:24:50] swyx: For[00:24:50] Olivier Godement: sure. Vision is going to open up, like, a new, I would say, evaluation space. Because you're right, like, it's harder, like, you know, to tell correct from incorrect, essentially, with images. What I can say is we've been alpha testing, like, the Vision fine tuning, like, for several weeks at that point. We are seeing, like, even higher performance uplift compared to text fine tuning.[00:25:10] Olivier Godement: So that's, there is something here, like, we've been pretty impressed, like, in a good way, frankly. But, you know, how well it works. But for sure, like, you know, I expect the developers who are moving from one modality to, like, text and images will have, like, more, you know Testing, evaluation, like, you know, to set in place, like, to make sure it works well.[00:25:25] Alessio: The model distillation and evals is definitely, like, the most interesting. Moving away from just being a model provider to being a platform provider. How should people think about being the source of truth? Like, do you want OpenAI to be, like, the system of record of all the prompting? Because people sometimes store it in, like, different data sources.[00:25:41] Alessio: And then, is that going to be the same as the models evolve? So you don't have to worry about, you know, refactoring the data, like, things like that, or like future model structures.[00:25:51] Olivier Godement: The vision is if you want to be a source of truth, you have to earn it, right? Like, we're not going to force people, like, to pass us data.[00:25:57] Olivier Godement: There is no value prop, like, you know, for us to store the data. The vision here is at the moment, like, most developers, like, use like a one size fits all model, like be off the shelf, like GP40 essentially. The vision we have is fast forward a couple of years. I think, like, most developers will essentially, like, have a.[00:26:15] Olivier Godement: An automated, continuous, fine tuned model. The more, like, you use the model, the more data you pass to the model provider, like, the model is automatically, like, fine tuned, evaluated against some eval sets, and essentially, like, you don't have to every month, when there is a new snapshot, like, you know, to go online and, you know, try a few new things.[00:26:34] Olivier Godement: That's a direction. We are pretty far away from it. But I think, like, that evaluation and decision product are essentially a first good step in that direction. It's like, hey, it's you. I set it by that direction, and you give us the evaluation data. We can actually log your completion data and start to do some automation on your behalf.[00:26:52] Alessio: And then you can do evals for free if you share data with OpenAI. How should people think about when it's worth it, when it's not? Sometimes people get overly protective of their data when it's actually not that useful. But how should developers think about when it's right to do it, when not, or[00:27:07] Olivier Godement: if you have any thoughts on it?[00:27:08] Olivier Godement: The default policy is still the same, like, you know, we don't train on, like, any API data unless you opt in. What we've seen from feedback is evaluation can be expensive. Like, if you run, like, O1 evals on, like, thousands of samples Like, your build will get increased, like, you know, pretty pretty significantly.[00:27:22] Olivier Godement: That's problem statement number one. Problem statement number two is, essentially, I want to get to a world where whenever OpenAI ships a new model snapshot, we have full confidence that there is no regression for the task that developers care about. And for that to be the case, essentially, we need to get evals.[00:27:39] Olivier Godement: And so that, essentially, is a sort of a two bugs one stone. It's like, we subsidize, basically, the evals. And we also use the evals when we ship new models to make sure that we keep going in the right direction. So, in my sense, it's a win win, but again, completely opt in. I expect that many developers will not want to share their data, and that's perfectly fine to me.[00:27:56] swyx: Yeah, I think free evals though, very, very good incentive. I mean, it's a fair trade. You get data, we get free evals. Exactly,[00:28:04] Olivier Godement: and we sanitize PII, everything. We have no interest in the actual sensitive data. We just want to have good evaluation on the real use cases.[00:28:13] swyx: Like, I always want to eval the eval. I don't know if that ever came up.[00:28:17] swyx: Like, sometimes the evals themselves are wrong, and there's no way for me to tell you.[00:28:22] Olivier Godement: Everyone who is starting with LLM, teaching with LLM, is like, Yeah, evaluation, easy, you know, I've done testing, like, all my life. And then you start to actually be able to eval, understand, like, all the corner cases, And you realize, wow, there's like a whole field in itself.[00:28:35] Olivier Godement: So, yeah, good evaluation is hard and so, yeah. Yeah, yeah.[00:28:38] swyx: But I think there's a, you know, I just talked to Brain Trust which I think is one of your partners. Mm-Hmm. . They also emphasize code based evals versus your sort of low code. What I see is like, I don't know, maybe there's some more that you didn't demo.[00:28:53] swyx: YC is kind of like a low code experience, right, for evals. Would you ever support like a more code based, like, would I run code on OpenAI's eval platform?[00:29:02] Olivier Godement: For sure. I mean, we meet developers where they are, you know. At the moment, the demand was more for like, you know, easy to get started, like eval. But, you know, if we need to expose like an evaluation API, for instance, for people like, you know, to pass, like, you know, their existing test data we'll do it.[00:29:15] Olivier Godement: So yeah, there is no, you know, philosophical, I would say, like, you know, misalignment on that. Yeah,[00:29:19] swyx: yeah, yeah. What I think this is becoming, by the way, and I don't, like it's basically, like, you're becoming AWS. Like, the AI cloud. And I don't know if, like, that's a conscious strategy, or it's, like, It doesn't even have to be a conscious strategy.[00:29:33] swyx: Like, you're going to offer storage. You're going to offer compute. You're going to offer networking. I don't know what networking looks like. Networking is maybe, like, Caching or like it's a CDN. It's a prompt CDN.[00:29:45] Alex Volkov: Yeah,[00:29:45] swyx: but it's the AI versions of everything, right? Do you like do you see the analogies or?[00:29:52] Olivier Godement: Whatever Whatever I took to developers. I feel like Good models are just half of the story to build a good app There's a third model you need to do Evaluation is the perfect example. Like, you know, you can have the best model in the world If you're in the dark, like, you know, it's really hard to gain the confidence and so Our philosophy is[00:30:11] Olivier Godement: The whole like software development stack is being basically reinvented, you know, with LLMs. There is no freaking way that open AI can build everything. Like there is just too much to build, frankly. And so my philosophy is, essentially, we'll focus on like the tools which are like the closest to the model itself.[00:30:28] Olivier Godement: So that's why you see us like, you know, investing quite a bit in like fine tuning, distillation, our evaluation, because we think that it actually makes sense to have like in one spot, Like, you know, all of that. Like, there is some sort of virtual circle, essentially, that you can set in place. But stuff like, you know, LLMOps, like tools which are, like, further away from the model, I don't know if you want to do, like, you know, super elaborate, like, prompt management, or, you know, like, tooling, like, I'm not sure, like, you know, OpenAI has, like, such a big edge, frankly, like, you know, to build this sort of tools.[00:30:56] Olivier Godement: So that's how we view it at the moment. But again, frankly, the philosophy is super simple. The strategy is super simple. It's meeting developers where they want us to be. And so, you know that's frankly, like, you know, day in, day out, like, you know, what I try to do.[00:31:08] Alessio: Cool. Thank you so much for the time.[00:31:10] Alessio: I'm sure you,[00:31:10] swyx: Yeah, I have more questions on, a couple questions on voice, and then also, like, your call to action, like, what you want feedback on, right? So, I think we should spend a bit more time on voice, because I feel like that's, like, the big splash thing. I talked well Well, I mean, I mean, just what is the future of real time for OpenAI?[00:31:28] swyx: Yeah. Because I think obviously video is next. You already have it in the, the ChatGPT desktop app. Do we just have a permanent, like, you know, like, are developers just going to be, like, sending sockets back and forth with OpenAI? Like how do we program for that? Like, what what is the future?[00:31:44] Olivier Godement: Yeah, that makes sense. I think with multimodality, like, real time is quickly becoming, like, you know, essentially the right experience, like, to build an application. Yeah. So my expectation is that we'll see like a non trivial, like a volume of applications like moving to a real time API. Like if you zoom out, like, audio is really simple, like, audio until basically now.[00:32:05] Olivier Godement: Audio on the web, in apps, was basically very much like a second class citizen. Like, you basically did like an audio chatbot for users who did not have a choice. You know, they were like struggling to read, or I don't know, they were like not super educated with technology. And so, frankly, it was like the crappy option, you know, compared to text.[00:32:25] Olivier Godement: But when you talk to people in the real world, the vast majority of people, like, prefer to talk and listen instead of typing and writing.[00:32:34] swyx: We speak before we write.[00:32:35] Olivier Godement: Exactly. I don't know. I mean, I'm sure it's the case for you in Singapore. For me, my friends in Europe, the number of, like, WhatsApp, like, voice notes they receive every day, I mean, just people, it makes sense, frankly, like, you know.[00:32:45] Olivier Godement: Chinese. Chinese, yeah.[00:32:46] swyx: Yeah,[00:32:47] Olivier Godement: all voice. You know, it's easier. There is more emotions. I mean, you know, you get the point across, like, pretty well. And so my personal ambition for, like, the real time API and, like, audio in general is to make, like, audio and, like, multimodality, like, truly a first class experience.[00:33:01] Olivier Godement: Like, you know, if you're, like, you know, the amazing, like, super bold, like, start up out of YC, you want to build, like, the next, like, billion, like, you know, user application to make it, like, truly your first and make it feel, like, you know, an actual good, like, you know, product experience. So that's essentially the ambition, and I think, like, yeah, it could be pretty big.[00:33:17] swyx: Yeah. I think one, one people, one issue that people have with the voice so far as, as released in advanced voice mode is the refusals.[00:33:24] Alex Volkov: Yeah.[00:33:24] swyx: You guys had a very inspiring model spec. I think Joanne worked on that. Where you said, like, yeah, we don't want to overly refuse all the time. In fact, like, even if, like, not safe for work, like, in some occasions, it's okay.[00:33:38] swyx: How, is there an API that we can say, not safe for work, okay?[00:33:41] Olivier Godement: I think we'll get there. I think we'll get there. The mobile spec, like, nailed it, like, you know. It nailed it! It's so good! Yeah, we are not in the business of, like, policing, you know, if you can say, like, vulgar words or whatever. You know, there are some use cases, like, you know, I'm writing, like, a Hollywood, like, script I want to say, like, will go on, and it's perfectly fine, you know?[00:33:59] Olivier Godement: And so I think the direction where we'll go here is that basically There will always be like, you know, a set of behavior that we will, you know, just like forbid, frankly, because they're illegal against our terms of services. But then there will be like, you know, some more like risky, like themes, which are completely legal, like, you know, vulgar words or, you know, not safe for work stuff.[00:34:17] Olivier Godement: Where basically we'll expose like a controllable, like safety, like knobs in the API to basically allow you to say, hey, that theme okay, that theme not okay. How sensitive do you want the threshold to be on safety refusals? I think that's the Dijkstra. So a[00:34:31] swyx: safety API.[00:34:32] Olivier Godement: Yeah, in a way, yeah.[00:34:33] swyx: Yeah, we've never had that.[00:34:34] Olivier Godement: Yeah. '[00:34:35] swyx: cause right now is you, it is whatever you decide. And then it's, that's it. That, that, that would be the main reason I don't use opening a voice is because of[00:34:42] Olivier Godement: it's over police. Over refuse over refusals. Yeah. Yeah, yeah. No, we gotta fix that. Yeah. Like singing,[00:34:47] Alessio: we're trying to do voice. I'm a singer.[00:34:49] swyx: And you, you locked off singing.[00:34:51] swyx: Yeah,[00:34:51] Alessio: yeah, yeah.[00:34:52] swyx: But I, I understand music gets you in trouble. Okay. Yeah. So then, and then just generally, like, what do you want to hear from developers? Right? We have, we have all developers watching you know, what feedback do you want? Any, anything specific as well, like from, especially from today anything that you are unsure about, that you are like, Our feedback could really help you decide.[00:35:09] swyx: For sure.[00:35:10] Olivier Godement: I think, essentially, it's becoming pretty clear after today that, you know, I would say the open end direction has become pretty clear, like, you know, after today. Investment in reasoning, investment in multimodality, Investment as well, like in, I would say, tool use, like function calling. To me, the biggest question I have is, you know, Where should we put the cursor next?[00:35:30] Olivier Godement: I think we need all three of them, frankly, like, you know, so we'll keep pushing.[00:35:33] swyx: Hire 10, 000 people, or actually, no need, build a bunch of bots.[00:35:37] Olivier Godement: Exactly, and so let's take O1 smart enough, like, for your problems? Like, you know, let's set aside for a second the existing models, like, for the apps that you would love to build, is O1 basically it in reasoning, or do we still have, like, you know, a step to do?[00:35:50] Olivier Godement: Preview is not enough, I[00:35:52] swyx: need the full one.[00:35:53] Olivier Godement: Yeah, so that's exactly that sort of feedback. Essentially what they would love to do is for developers I mean, there's a thing that Sam has been saying like over and over again, like, you know, it's easier said than done, but I think it's directionally correct. As a developer, as a founder, you basically want to build an app which is a bit too difficult for the model today, right?[00:36:12] Olivier Godement: Like, what you think is right, it's like, sort of working, sometimes not working. And that way, you know, that basically gives us like a goalpost, and be like, okay, that's what you need to enable with the next model release, like in a few months. And so I would say that Usually, like, that's the sort of feedback which is like the most useful that I can, like, directly, like, you know, incorporate.[00:36:33] swyx: Awesome. I think that's our time. Thank you so much, guys. Yeah, thank you so much.[00:36:38] AI Charlie: Thank you. We were particularly impressed that Olivier addressed the not safe for work moderation policy question head on, as that had only previously been picked up on in Reddit forums. This is an encouraging sign that we will return to in the closing candor with Sam Altman at the end of this episode.[00:36:57] Romain Huet, Head of DX, OpenAI[00:36:57] AI Charlie: Next, a chat with Roman Hewitt, friend of the pod, AI Engineer World's fair closing keynote speaker, and head of developer experience at OpenAI on his incredible live demos And advice to AI engineers on all the new modalities.[00:37:12] Alessio: Alright, we're live from OpenAI Dev Day. We're with Juan, who just did two great demos on, on stage.[00:37:17] Alessio: And he's been a friend of Latentspace, so thanks for taking some of the time.[00:37:20] Romain Huet: Of course, yeah, thank you for being here and spending the time with us today.[00:37:23] swyx: Yeah, I appreciate appreciate you guys putting this on. I, I know it's like extra work, but it really shows the developers that you're, Care and about reaching out.[00:37:31] Romain Huet: Yeah, of course, I think when you go back to the OpenAI mission, I think for us it's super important that we have the developers involved in everything we do. Making sure that you know, they have all of the tools they need to build successful apps. And we really believe that the developers are always going to invent the ideas, the prototypes, the fun factors of AI that we can't build ourselves.[00:37:49] Romain Huet: So it's really cool to have everyone here.[00:37:51] swyx: We had Michelle from you guys on. Yes, great episode. She very seriously said API is the path to AGI. Correct. And people in our YouTube comments were like, API is not AGI. I'm like, no, she's very serious. API is the path to AGI. Like, you're not going to build everything like the developers are, right?[00:38:08] swyx: Of[00:38:08] Romain Huet: course, yeah, that's the whole value of having a platform and an ecosystem of amazing builders who can, like, in turn, create all of these apps. I'm sure we talked about this before, but there's now more than 3 million developers building on OpenAI, so it's pretty exciting to see all of that energy into creating new things.[00:38:26] Alessio: I was going to say, you built two apps on stage today, an international space station tracker and then a drone. The hardest thing must have been opening Xcode and setting that up. Now, like, the models are so good that they can do everything else. Yes. You had two modes of interaction. You had kind of like a GPT app to get the plan with one, and then you had a cursor to do apply some of the changes.[00:38:47] Alessio: Correct. How should people think about the best way to consume the coding models, especially both for You know, brand new projects and then existing projects that you're trying to modify.[00:38:56] Romain Huet: Yeah. I mean, one of the things that's really cool about O1 Preview and O1 Mini being available in the API is that you can use it in your favorite tools like cursor like I did, right?[00:39:06] Romain Huet: And that's also what like Devin from Cognition can use in their own software engineering agents. In the case of Xcode, like, it's not quite deeply integrated in Xcode, so that's why I had like chat GPT side by side. But it's cool, right, because I could instruct O1 Preview to be, like, my coding partner and brainstorming partner for this app, but also consolidate all of the, the files and architect the app the way I wanted.[00:39:28] Romain Huet: So, all I had to do was just, like, port the code over to Xcode and zero shot the app build. I don't think I conveyed, by the way, how big a deal that is, but, like, you can now create an iPhone app from scratch, describing a lot of intricate details that you want, and your vision comes to life in, like, a minute.[00:39:47] Romain Huet: It's pretty outstanding.[00:39:48] swyx: I have to admit, I was a bit skeptical because if I open up SQL, I don't know anything about iOS programming. You know which file to paste it in. You probably set it up a little bit. So I'm like, I have to go home and test it. And I need the ChatGPT desktop app so that it can tell me where to click.[00:40:04] Romain Huet: Yeah, I mean like, Xcode and iOS development has become easier over the years since they introduced Swift and SwiftUI. I think back in the days of Objective C, or like, you know, the storyboard, it was a bit harder to get in for someone new. But now with Swift and SwiftUI, their dev tools are really exceptional.[00:40:23] Romain Huet: But now when you combine that with O1, as your brainstorming and coding partner, it's like your architect, effectively. That's the best way, I think, to describe O1. People ask me, like, can GPT 4 do some of that? And it certainly can. But I think it will just start spitting out code, right? And I think what's great about O1, is that it can, like, make up a plan.[00:40:42] Romain Huet: In this case, for instance, the iOS app had to fetch data from an API, it had to look at the docs, it had to look at, like, how do I parse this JSON, where do I store this thing, and kind of wire things up together. So that's where it really shines. Is mini or preview the better model that people should be using?[00:40:58] Romain Huet: Like, how? I think people should try both. We're obviously very excited about the upcoming O1 that we shared the evals for. But we noticed that O1 Mini is very, very good at everything math, coding, everything STEM. If you need for your kind of brainstorming or your kind of science part, you need some broader knowledge than reaching for O1 previews better.[00:41:20] Romain Huet: But yeah, I used O1 Mini for my second demo. And it worked perfectly. All I needed was very much like something rooted in code, architecting and wiring up like a front end, a backend, some UDP packets, some web sockets, something very specific. And it did that perfectly.[00:41:35] swyx: And then maybe just talking about voice and Wanderlust, the app that keeps on giving, what's the backstory behind like preparing for all of that?[00:41:44] Romain Huet: You know, it's funny because when last year for Dev Day, we were trying to think about what could be a great demo app to show like an assistive experience. I've always thought travel is a kind of a great use case because you have, like, pictures, you have locations, you have the need for translations, potentially.[00:42:01] Romain Huet: There's like so many use cases that are bounded to travel that I thought last year, let's use a travel app. And that's how Wanderlust came to be. But of course, a year ago, all we had was a text based assistant. And now we thought, well, if there's a voice modality, what if we just bring this app back as a wink.[00:42:19] Romain Huet: And what if we were interacting better with voice? And so with this new demo, what I showed was the ability to like, So, we wanted to have a complete conversation in real time with the app, but also the thing we wanted to highlight was the ability to call tools and functions, right? So, like in this case, we placed a phone call using the Twilio API, interfacing with our AI agents, but developers are so smart that they'll come up with so many great ideas that we could not think of ourselves, right?[00:42:48] Romain Huet: But what if you could have like a, you know, a 911 dispatcher? What if you could have like a customer service? Like center, that is much smarter than what we've been used to today. There's gonna be so many use cases for real time, it's awesome.[00:43:00] swyx: Yeah, and sometimes actually you, you, like this should kill phone trees.[00:43:04] swyx: Like there should not be like dial one[00:43:07] Romain Huet: of course para[00:43:08] swyx: espanol, you know? Yeah, exactly. Or whatever. I dunno.[00:43:12] Romain Huet: I mean, even you starting speaking Spanish would just do the thing, you know you don't even have to ask. So yeah, I'm excited for this future where we don't have to interact with those legacy systems.[00:43:22] swyx: Yeah. Yeah. Is there anything, so you are doing function calling in a streaming environment. So basically it's, it's web sockets. It's UDP, I think. It's basically not guaranteed to be exactly once delivery. Like, is there any coding challenges that you encountered when building this?[00:43:39] Romain Huet: Yeah, it's a bit more delicate to get into it.[00:43:41] Romain Huet: We also think that for now, what we, what we shipped is a, is a beta of this API. I think there's much more to build onto it. It does have the function calling and the tools. But we think that for instance, if you want to have something very robust, On your client side, maybe you want to have web RTC as a client, right?[00:43:58] Romain Huet: And, and as opposed to like directly working with the sockets at scale. So that's why we have partners like Life Kit and Agora if you want to, if you want to use them. And I'm sure we'll have many mores in the, in many more in the future. But yeah, we keep on iterating on that, and I'm sure the feedback of developers in the weeks to come is going to be super critical for us to get it right.[00:44:16] swyx: Yeah, I think LiveKit has been fairly public that they are used in, in the Chachapiti app. Like, is it, it's just all open source, and we just use it directly with OpenAI, or do we use LiveKit Cloud or something?[00:44:28] Romain Huet: So right now we, we released the API, we released some sample code also, and referenced clients for people to get started with our API.[00:44:35] Romain Huet: And we also partnered with LifeKit and Agora, so they also have their own, like ways to help you get started that plugs natively with the real time API. So depending on the use case, people can, can can decide what to use. If you're working on something that's completely client or if you're working on something on the server side, for the voice interaction, you may have different needs, so we want to support all of those.[00:44:55] Alessio: I know you gotta run. Is there anything that you want the AI engineering community to give feedback on specifically, like even down to like, you know, a specific API end point or like, what, what's like the thing that you want? Yeah. I[00:45:08] Romain Huet: mean, you know, if we take a step back, I think dev Day this year is all different from last year and, and in, in a few different ways.[00:45:15] Romain Huet: But one way is that we wanted to keep it intimate, even more intimate than last year. We wanted to make sure that the community is. Thank you very much for joining us on the Spotlight. That's why we have community talks and everything. And the takeaway here is like learning from the very best developers and AI engineers.[00:45:31] Romain Huet: And so, you know we want to learn from them. Most of what we shipped this morning, including things like prompt caching the ability to generate prompts quickly in the playground, or even things like vision fine tuning. These are all things that developers have been asking of us. And so, the takeaway I would, I would leave them with is to say like, Hey, the roadmap that we're working on is heavily influenced by them and their work.[00:45:53] Romain Huet: And so we love feedback From high feature requests, as you say, down to, like, very intricate details of an API endpoint, we love feedback, so yes that's, that's how we, that's how we build this API.[00:46:05] swyx: Yeah, I think the, the model distillation thing as well, it might be, like, the, the most boring, but, like, actually used a lot.[00:46:12] Romain Huet: True, yeah. And I think maybe the most unexpected, right, because I think if I, if I read Twitter correctly the past few days, a lot of people were expecting us. To shape the real time API for speech to speech. I don't think developers were expecting us to have more tools for distillation, and we really think that's gonna be a big deal, right?[00:46:30] Romain Huet: If you're building apps that have you know, you, you want high, like like low latency, low cost, but high performance, high quality on the use case distillation is gonna be amazing.[00:46:40] swyx: Yeah. I sat in the distillation session just now and they showed how they distilled from four oh to four mini and it was like only like a 2% hit in the performance and 50 next.[00:46:49] swyx: Yeah,[00:46:50] Romain Huet: I was there as well for the superhuman kind of use case inspired for an Ebola client. Yeah, this was really good. Cool man! so much for having me. Thanks again for being here today. It's always[00:47:00] AI Charlie: great to have you. As you might have picked up at the end of that chat, there were many sessions throughout the day focused on specific new capabilities.[00:47:08] Michelle Pokrass, Head of API at OpenAI ft. Simon Willison[00:47:08] AI Charlie: Like the new model distillation features combining EVOLs and fine tuning. For our next session, we are delighted to bring back two former guests of the pod, which is something listeners have been greatly enjoying in our second year of doing the Latent Space podcast. Michelle Pokras of the API team joined us recently to talk about structured outputs, and today gave an updated long form session at Dev Day, describing the implementation details of the new structured output mode.[00:47:39] AI Charlie: We also got her updated thoughts on the VoiceMode API we discussed in her episode, now that it is finally announced. She is joined by friend of the pod and super blogger, Simon Willison, who also came back as guest co host in our Dev Day. 2023 episode.[00:47:56] Alessio: Great, we're back live at Dev Day returning guest Michelle and then returning guest co host Fork.[00:48:03] Alessio: Fork, yeah, I don't know. I've lost count. I think it's been a few. Simon Willison is back. Yeah, we just wrapped, we just wrapped everything up. Congrats on, on getting everything everything live. Simon did a great, like, blog, so if you haven't caught up, I[00:48:17] Simon Willison: wrote my, I implemented it. Now, I'm starting my live blog while waiting for the first talk to start, using like GPT 4, I wrote me the Javascript, and I got that live just in time and then, yeah, I was live blogging the whole day.[00:48:28] swyx: Are you a cursor enjoyer?[00:48:29] Simon Willison: I haven't really gotten into cursor yet to be honest. I just haven't spent enough time for it to click, I think. I'm more a copy and paste things out of Cloud and chat GPT. Yeah. It's interesting.[00:48:39] swyx: Yeah. I've converted to cursor and 01 is so easy to just toggle on and off.[00:48:45] Alessio: What's your workflow?[00:48:46] Alessio: VS[00:48:48] Michelle Pokrass: Code co pilot, so Yep, same here. Team co pilot. Co pilot is actually the reason I joined OpenAI. It was, you know, before ChatGPT, this is the thing that really got me. So I'm still into it, but I keep meaning to try out Cursor, and I think now that things have calmed down, I'm gonna give it a real go.[00:49:03] swyx: Yeah, it's a big thing to change your tool of choice.[00:49:06] swyx: Yes,[00:49:06] Michelle Pokrass: yeah, I'm pretty dialed, so.[00:49:09] swyx: I mean, you know, if you want, you can just fork VS Code and make your own. That's the thing to dumb thing, right? We joked about doing a hackathon where the only thing you do is fork VS Code and bet me the best fork win.[00:49:20] Michelle Pokrass: Nice.[00:49:22] swyx: That's actually a really good idea. Yeah, what's up?[00:49:26] swyx: I mean, congrats on launching everything today. I know, like, we touched on it a little bit, but, like, everyone was kind of guessing that Voice API was coming, and, like, we talked about it in our episode. How do you feel going into the launch? Like, any design decisions that you want to highlight?[00:49:41] Michelle Pokrass: Yeah, super jazzed about it. The team has been working on it for a while. It's, like, a very different API for us. It's the first WebSocket API, so a lot of different design decisions to be made. It's, like, what kind of events do you send? When do you send an event? What are the event names? What do you send, like, on connection versus on future messages?[00:49:57] Michelle Pokrass: So there have been a lot of interesting decisions there. The team has also hacked together really cool projects as we've been testing it. One that I really liked is we had an internal hack a thon for the API team. And some folks built like a little hack that you could use to, like VIM with voice mode, so like, control vim, and you would tell them on like, nice, write a file and it would, you know, know all the vim commands and, and pipe those in.[00:50:18] Michelle Pokrass: So yeah, a lot of cool stuff we've been hacking on and really excited to see what people build with it.[00:50:23] Simon Willison: I've gotta call out a demo from today. I think it was Katja had a 3D visualization of the solar system, like WebGL solar system, you could talk to. That is one of the coolest conference demos I've ever seen.[00:50:33] Simon Willison: That was so convincing. I really want the code. I really want the code for that to get put out there. I'll talk[00:50:39] Michelle Pokrass: to the team. I think we can[00:50:40] Simon Willison: probably

Do we have the first IPO of the AI era? Do we have the first AI model beyond the transformer architecture? Microsoft has a bunch of new AI tools inside Windows. We try to explain that whole controversy around PearAI. And what about that NotebookLM feature that lets you create a two-hander podcast out of any text.Links:AI chipmaker Cerebras files for IPO to take on Nvidia (CNBC)MIT spinoff Liquid debuts non-transformer AI models and they're already state-of-the-art (VentureBeat)Microsoft Copilot can now read your screen, think deeply, and speak aloud to you (TechCrunch)Oura Nears $500 Million in Annual Revenue and Readies New Ring (Bloomberg)Y Combinator is being criticized after it backed an AI startup that admits it basically cloned another AI startup (TechCrunch)NotebookLM's automatically generated podcasts are surprisingly effective (Simon Willison's Blog)See Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Today, we're joined by Simon Willison, independent researcher and creator of Datasette to discuss the many ways software developers and engineers can take advantage of large language models (LLMs) to boost their productivity. We dig into Simon's own workflows and how he uses popular models like ChatGPT and Anthropic's Claude to write and test hundreds of lines of code while out walking his dog. We review Simon's favorite prompting and debugging techniques, his strategies for sidestepping the limitations of contemporary models, how he uses Claude's Artifacts feature for rapid prototyping, his thoughts on the use and impact of vision models, the role he sees for open source models and local LLMs, and much more. The complete show notes for this episode can be found at https://twimlai.com/go/701.

The first of the Strawberry models is here. YC plans to have four cohorts a year, but each one is getting smaller. Waymo is already ready to expand to more pretty big markets. And in the long reads, a deep dive look into the options Intel has at this point in time.Sponsors:HensonShaving.com/ride code rideLinks:OpenAI releases o1, its first model with ‘reasoning' abilities (The Verge)Notes on OpenAI's new o1 chain-of-thought models (Simon Willison's Weblog)OpenAI's new models 'instrumentally faked alignment' (TransformerNews)Apple AirPods Pro granted FDA approval to serve as hearing aids (TechCrunch)Silicon Valley's Y Combinator to Double Number of Cohorts Per Year (Bloomberg)Weekend Longreads Suggestions:Intel Has Only Tough Options After Its Long and Stinging Fall From Grace (Bloomberg)Link to the twitter poll about adsSee Privacy Policy at https://art19.com/privacy and California Privacy Notice at https://art19.com/privacy#do-not-sell-my-info.

Known for co-creating Django and Datasette, as well as his thoughtful writing on LLMs, Simon Willison joins the show to chat about blogging as an accountability mechanism, how to build intuition with LLMs, building a startup with his partner on their honeymoon, and more.   Segments: (00:00:00) The weird intern (00:01:50) The early days of LLMs (00:04:59) Blogging as an accountability mechanism (00:09:24) The low-pressure approach to blogging (00:11:47) GitHub issues as a system of records (00:16:15) Temporal documentation and design docs (00:18:19) GitHub issues for team collaboration (00:21:53) Copy-paste as an API (00:26:54) Observable notebooks (00:28:50) pip install LLM (00:32:26) The evolution of using LLMs daily (00:34:47) Building intuition with LLMs (00:43:24) Democratizing access to automation (00:47:45) Alternative interfaces for language models (00:53:39) Is prompt engineering really engineering? (00:58:39) The frustrations of working with LLMs (01:01:59) Structured data extraction with LLMs (01:06:08) How Simon would go about building a LLM app (01:09:49) LLMs making developers more ambitious (01:13:32) Typical workflow with LLMs (01:19:58) Vibes-based evaluation (01:23:25) Staying up-to-date with LLMs (01:27:49) The impact of LLMs on new programmers (01:29:37) The rise of 'Goop' and the future of software development (01:40:20) Being an independent developer (01:42:26) Staying focused and accountable (01:47:30) Building a startup with your partner on the honeymoon (01:51:30) The responsibility of AI practitioners (01:53:07) The hidden dangers of prompt injection (01:53:44) “Artificial intelligence” is really “imitation intelligence”   Show Notes: Simon's blog: https://simonwillison.net/ Natalie's post on them building a startup together: https://blog.natbat.net/post/61658401806/lanyrd-from-idea-to-exit Simon's talk from DjangoCon: https://www.youtube.com/watch?v=GLkRK2rJGB0 Simon on twitter: https://x.com/simonw Datasette: https://github.com/simonw/datasette   Stay in touch:

Topics covered in this episode: Open Source Myths uv 0.3.0 and all the excitement Top pytest Plugins A comparison of hosts / providers for Python serverless functions (aka Faas) Extras Joke Watch on YouTube About the show Sponsored by us! Support our work through: Our courses at Talk Python Training pytest courses and community at PythonTest.com Patreon Supporters Connect with the hosts Michael: @mkennedy@fosstodon.org Brian: @brianokken@fosstodon.org Show: @pythonbytes@fosstodon.org Join us on YouTube at pythonbytes.fm/live to be part of the audience. Usually Monday at 10am PT. Older video versions available there too. Finally, if you want an artisanal, hand-crafted digest of every week of the show notes in email form? Add your name and email to our friends of the show list, we'll never share it. Brian #1: Open Source Myths Josh Bressers Mastodon post kicking off a list of open source myths Feedback and additional myths compiled to a doc Some favorites All open source developers live in Nebraska It's all run by hippies Everything is being rewritten in rust Features are planned If the source code is available, it's open source A project with no commits for 12 months is abandoned Many eyes make all bugs shallow Open source has worse UX Open source has better UX Open source makes you rich Michael #2: uv 0.3.0 and all the excitement Thanks to Skyler Kasko and John Hagen for the emails. Additional write up by Simon Willison Additional write up by Armin Ronacher End-to-end project management: uv run, uv lock, and uv sync Tool management: uv tool install and uv tool run (aliased to uvx) Python installation: uv python install Script execution: uv can now manage hermetic, single-file Python scripts with inline dependency metadata based on PEP 723. Brian #3: Top pytest Plugins Inspired by (and assisted by) Hugo's Top PyPI Packages Write up for Finding the top pytest plugins BTW, pytest-check has made it to 25. Same day, Jeff Triplett throws my code into Claude 3.5 Sonnet and refactors it Thanks Jeff Triplett & Hugo for answering how to add Summary and other info Michael #4: A comparison of hosts / providers for Python serverless functions (aka Faas) Nice feature matrix of all the options, frameworks, costs, and more The WASM ones look particularly interesting to me. Extras Brian: When is the next live episode of Python Bytes? - via arewemeetingyet.com Thanks to Hugo van Kemenade Some more cool projects by Hugo Python Logos PyPI Downloads by Python version for various Python tools, in pretty colors Python Core Developers over time Michael: Code in a Castle Course event - just a couple of weeks left Ladybird: A truly independent browser “I'm also interested in your video recording setup, would be nice to have that in the extras too :D” OBS Studio Elgato Streamdeck Elgato Key light DaVinci Resolve Joke: DevOps Support Group via Blaise Hi, my name is Bob Group: Hi Bob I's been 42 days since I last ssh'd into production. Group: Applause But only 4 days since I accidentally took down the website Someone in back: Oh Bob…

Disclaimer: We recorded this episode ~1.5 months ago, timing for the FastHTML release. It then got bottlenecked by Llama3.1, Winds of AI Winter, and SAM2 episodes, so we're a little late. Since then FastHTML was released, swyx is building an app in it for AINews, and Anthropic has also released their prompt caching API. Remember when Dylan Patel of SemiAnalysis coined the GPU Rich vs GPU Poor war? (if not, see our pod with him). The idea was that if you're GPU poor you shouldn't waste your time trying to solve GPU rich problems (i.e. pre-training large models) and are better off working on fine-tuning, optimized inference, etc. Jeremy Howard (see our “End of Finetuning” episode to catchup on his background) and Eric Ries founded Answer.AI to do exactly that: “Practical AI R&D”, which is very in-line with the GPU poor needs. For example, one of their first releases was a system based on FSDP + QLoRA that let anyone train a 70B model on two NVIDIA 4090s. Since then, they have come out with a long list of super useful projects (in no particular order, and non-exhaustive):* FSDP QDoRA: this is just as memory efficient and scalable as FSDP/QLoRA, and critically is also as accurate for continued pre-training as full weight training.* Cold Compress: a KV cache compression toolkit that lets you scale sequence length without impacting speed.* colbert-small: state of the art retriever at only 33M params* JaColBERTv2.5: a new state-of-the-art retrievers on all Japanese benchmarks.* gpu.cpp: portable GPU compute for C++ with WebGPU.* Claudette: a better Anthropic API SDK. They also recently released FastHTML, a new way to create modern interactive web apps. Jeremy recently released a 1 hour “Getting started” tutorial on YouTube; while this isn't AI related per se, but it's close to home for any AI Engineer who are looking to iterate quickly on new products: In this episode we broke down 1) how they recruit 2) how they organize what to research 3) and how the community comes together. At the end, Jeremy gave us a sneak peek at something new that he's working on that he calls dialogue engineering: So I've created a new approach. It's not called prompt engineering. I'm creating a system for doing dialogue engineering. It's currently called AI magic. I'm doing most of my work in this system and it's making me much more productive than I was before I used it.He explains it a bit more ~44:53 in the pod, but we'll just have to wait for the public release to figure out exactly what he means.Timestamps* [00:00:00] Intro by Suno AI* [00:03:02] Continuous Pre-Training is Here* [00:06:07] Schedule-Free Optimizers and Learning Rate Schedules* [00:07:08] Governance and Structural Issues within OpenAI and Other AI Labs* [00:13:01] How Answer.ai works* [00:23:40] How to Recruit Productive Researchers* [00:27:45] Building a new BERT* [00:31:57] FSDP, QLoRA, and QDoRA: Innovations in Fine-Tuning Large Models* [00:36:36] Research and Development on Model Inference Optimization* [00:39:49] FastHTML for Web Application Development* [00:46:53] AI Magic & Dialogue Engineering* [00:52:19] AI wishlist & predictionsShow Notes* Jeremy Howard* Previously on Latent Space: The End of Finetuning, NeurIPS Startups* Answer.ai* Fast.ai* FastHTML* answerai-colbert-small-v1* gpu.cpp* Eric Ries* Aaron DeFazio* Yi Tai* Less Wright* Benjamin Warner* Benjamin Clavié* Jono Whitaker* Austin Huang* Eric Gilliam* Tim Dettmers* Colin Raffel* Sebastian Raschka* Carson Gross* Simon Willison* Sepp Hochreiter* Llama3.1 episode* Snowflake Arctic* Ranger Optimizer* Gemma.cpp* HTMX* UL2* BERT* DeBERTa* Efficient finetuning of Llama 3 with FSDP QDoRA* xLSTMTranscriptAlessio [00:00:00]: Hey everyone, welcome to the Latent Space podcast. This is Alessio, partner and CTO-in-Residence at Decibel Partners, and I'm joined by my co-host Swyx, founder of Smol AI.Swyx [00:00:14]: And today we're back with Jeremy Howard, I think your third appearance on Latent Space. Welcome.Jeremy [00:00:19]: Wait, third? Second?Swyx [00:00:21]: Well, I grabbed you at NeurIPS.Jeremy [00:00:23]: I see.Swyx [00:00:24]: Very fun, standing outside street episode.Jeremy [00:00:27]: I never heard that, by the way. You've got to send me a link. I've got to hear what it sounded like.Swyx [00:00:30]: Yeah. Yeah, it's a NeurIPS podcast.Alessio [00:00:32]: I think the two episodes are six hours, so there's plenty to listen, we'll make sure to send it over.Swyx [00:00:37]: Yeah, we're trying this thing where at the major ML conferences, we, you know, do a little audio tour of, give people a sense of what it's like. But the last time you were on, you declared the end of fine tuning. I hope that I sort of editorialized the title a little bit, and I know you were slightly uncomfortable with it, but you just own it anyway. I think you're very good at the hot takes. And we were just discussing in our pre-show that it's really happening, that the continued pre-training is really happening.Jeremy [00:01:02]: Yeah, absolutely. I think people are starting to understand that treating the three ULM FIT steps of like pre-training, you know, and then the kind of like what people now call instruction tuning, and then, I don't know if we've got a general term for this, DPO, RLHFE step, you know, or the task training, they're not actually as separate as we originally suggested they were in our paper, and when you treat it more as a continuum, and that you make sure that you have, you know, more of kind of the original data set incorporated into the later stages, and that, you know, we've also seen with LLAMA3, this idea that those later stages can be done for a lot longer. These are all of the things I was kind of trying to describe there. It wasn't the end of fine tuning, but more that we should treat it as a continuum, and we should have much higher expectations of how much you can do with an already trained model. You can really add a lot of behavior to it, you can change its behavior, you can do a lot. So a lot of our research has been around trying to figure out how to modify the model by a larger amount rather than starting from random weights, because I get very offended at the idea of starting from random weights.Swyx [00:02:14]: Yeah, I saw that in ICLR in Vienna, there was an outstanding paper about starting transformers from data-driven piers. I don't know if you saw that one, they called it sort of never trained from scratch, and I think it was kind of rebelling against like the sort of random initialization.Jeremy [00:02:28]: Yeah, I've, you know, that's been our kind of continuous message since we started Fast AI, is if you're training for random weights, you better have a really good reason, you know, because it seems so unlikely to me that nobody has ever trained on data that has any similarity whatsoever to the general class of data you're working with, and that's the only situation in which I think starting from random weights makes sense.Swyx [00:02:51]: The other trends since our last pod that I would point people to is I'm seeing a rise in multi-phase pre-training. So Snowflake released a large model called Snowflake Arctic, where they detailed three phases of training where they had like a different mixture of like, there was like 75% web in the first instance, and then they reduced the percentage of the web text by 10% each time and increased the amount of code in each phase. And I feel like multi-phase is being called out in papers more. I feel like it's always been a thing, like changing data mix is not something new, but calling it a distinct phase is new, and I wonder if there's something that you're seeingJeremy [00:03:32]: on your end. Well, so they're getting there, right? So the point at which they're doing proper continued pre-training is the point at which that becomes a continuum rather than a phase. So the only difference with what I was describing last time is to say like, oh, there's a function or whatever, which is happening every batch. It's not a huge difference. You know, I always used to get offended when people had learning rates that like jumped. And so one of the things I started doing early on in Fast.ai was to say to people like, no, you should actually have your learning rate schedule should be a function, not a list of numbers. So now I'm trying to give the same idea about training mix.Swyx [00:04:07]: There's been pretty public work from Meta on schedule-free optimizers. I don't know if you've been following Aaron DeFazio and what he's doing, just because you mentioned learning rate schedules, you know, what if you didn't have a schedule?Jeremy [00:04:18]: I don't care very much, honestly. I don't think that schedule-free optimizer is that exciting. It's fine. We've had non-scheduled optimizers for ages, like Less Wright, who's now at Meta, who was part of the Fast.ai community there, created something called the Ranger optimizer. I actually like having more hyperparameters. You know, as soon as you say schedule-free, then like, well, now I don't get to choose. And there isn't really a mathematically correct way of, like, I actually try to schedule more parameters rather than less. So like, I like scheduling my epsilon in my atom, for example. I schedule all the things. But then the other thing we always did with the Fast.ai library was make it so you don't have to set any schedules. So Fast.ai always supported, like, you didn't even have to pass a learning rate. Like, it would always just try to have good defaults and do the right thing. But to me, I like to have more parameters I can play with if I want to, but you don't have to.Alessio [00:05:08]: And then the more less technical side, I guess, of your issue, I guess, with the market was some of the large research labs taking all this innovation kind of behind closed doors and whether or not that's good, which it isn't. And now we could maybe make it more available to people. And then a month after we released the episode, there was the whole Sam Altman drama and like all the OpenAI governance issues. And maybe people started to think more, okay, what happens if some of these kind of labs, you know, start to break from within, so to speak? And the alignment of the humans is probably going to fall before the alignment of the models. So I'm curious, like, if you have any new thoughts and maybe we can also tie in some of the way that we've been building Answer as like a public benefit corp and some of those aspects.Jeremy [00:05:51]: Sure. So, yeah, I mean, it was kind of uncomfortable because two days before Altman got fired, I did a small public video interview in which I said, I'm quite sure that OpenAI's current governance structure can't continue and that it was definitely going to fall apart. And then it fell apart two days later and a bunch of people were like, what did you know, Jeremy?Alessio [00:06:13]: What did Jeremy see?Jeremy [00:06:15]: I didn't see anything. It's just obviously true. Yeah. So my friend Eric Ries and I spoke a lot before that about, you know, Eric's, I think probably most people would agree, the top expert in the world on startup and AI governance. And you know, we could both clearly see that this didn't make sense to have like a so-called non-profit where then there are people working at a company, a commercial company that's owned by or controlled nominally by the non-profit, where the people in the company are being given the equivalent of stock options, like everybody there was working there with expecting to make money largely from their equity. So the idea that then a board could exercise control by saying like, oh, we're worried about safety issues and so we're going to do something that decreases the profit of the company, when every stakeholder in the company, their remuneration pretty much is tied to their profit, it obviously couldn't work. So I mean, that was a huge oversight there by someone. I guess part of the problem is that the kind of people who work at non-profits and in this case the board, you know, who are kind of academics and, you know, people who are kind of true believers. I think it's hard for them to realize that 99.999% of the world is driven very heavily by money, especially huge amounts of money. So yeah, Eric and I had been talking for a long time before that about what could be done differently, because also companies are sociopathic by design and so the alignment problem as it relates to companies has not been solved. Like, companies become huge, they devour their founders, they devour their communities and they do things where even the CEOs, you know, often of big companies tell me like, I wish our company didn't do that thing. You know, I know that if I didn't do it, then I would just get fired and the board would put in somebody else and the board knows if they don't do it, then their shareholders can sue them because they're not maximizing profitability or whatever. So what Eric's spent a lot of time doing is trying to think about how do we make companies less sociopathic, you know, how to, or more, you know, maybe a better way to think of it is like, how do we make it so that the founders of companies can ensure that their companies continue to actually do the things they want them to do? You know, when we started a company, hey, we very explicitly decided we got to start a company, not a academic lab, not a nonprofit, you know, we created a Delaware Seacorp, you know, the most company kind of company. But when we did so, we told everybody, you know, including our first investors, which was you Alessio. They sound great. We are going to run this company on the basis of maximizing long-term value. And in fact, so when we did our second round, which was an angel round, we had everybody invest through a long-term SPV, which we set up where everybody had to agree to vote in line with long-term value principles. So like never enough just to say to people, okay, we're trying to create long-term value here for society as well as for ourselves and everybody's like, oh, yeah, yeah, I totally agree with that. But when it comes to like, okay, well, here's a specific decision we have to make, which will not maximize short-term value, people suddenly change their mind. So you know, it has to be written into the legal documents of everybody so that no question that that's the way the company has to be managed. So then you mentioned the PBC aspect, Public Benefit Corporation, which I never quite understood previously. And turns out it's incredibly simple, like it took, you know, like one paragraph added to our corporate documents to become a PBC. It was cheap, it was easy, but it's got this huge benefit, which is if you're not a public benefit corporation, then somebody can come along and offer to buy you with a stated description of like turning your company into the thing you most hate, right? And if they offer you more than the market value of your company and you don't accept it, then you are not necessarily meeting the kind of your fiduciary responsibilities. So the way like Eric always described it to me is like, if Philip Morris came along and said that you've got great technology for marketing cigarettes to children, so we're going to pivot your company to do that entirely, and we're going to pay you 50% more than the market value, you're going to have to say yes. If you have a PBC, then you are more than welcome to say no, if that offer is not in line with your stated public benefit. So our stated public benefit is to maximize the benefit to society through using AI. So given that more children smoking doesn't do that, then we can say like, no, we're not selling to you.Alessio [00:11:01]: I was looking back at some of our emails. You sent me an email on November 13th about talking and then on the 14th, I sent you an email working together to free AI was the subject line. And then that was kind of the start of the C round. And then two days later, someone got fired. So you know, you were having these thoughts even before we had like a public example of like why some of the current structures didn't work. So yeah, you were very ahead of the curve, so to speak. You know, people can read your awesome introduction blog and answer and the idea of having a R&D lab versus our lab and then a D lab somewhere else. I think to me, the most interesting thing has been hiring and some of the awesome people that you've been bringing on that maybe don't fit the central casting of Silicon Valley, so to speak. Like sometimes I got it like playing baseball cards, you know, people are like, oh, what teams was this person on, where did they work versus focusing on ability. So I would love for you to give a shout out to some of the awesome folks that you have on the team.Jeremy [00:11:58]: So, you know, there's like a graphic going around describing like the people at XAI, you know, Elon Musk thing. And like they are all connected to like multiple of Stanford, Meta, DeepMind, OpenAI, Berkeley, Oxford. Look, these are all great institutions and they have good people. And I'm definitely not at all against that, but damn, there's so many other people. And one of the things I found really interesting is almost any time I see something which I think like this is really high quality work and it's something I don't think would have been built if that person hadn't built the thing right now, I nearly always reach out to them and ask to chat. And I tend to dig in to find out like, okay, you know, why did you do that thing? Everybody else has done this other thing, your thing's much better, but it's not what other people are working on. And like 80% of the time, I find out the person has a really unusual background. So like often they'll have like, either they like came from poverty and didn't get an opportunity to go to a good school or had dyslexia and, you know, got kicked out of school in year 11, or they had a health issue that meant they couldn't go to university or something happened in their past and they ended up out of the mainstream. And then they kind of succeeded anyway. Those are the people that throughout my career, I've tended to kind of accidentally hire more of, but it's not exactly accidentally. It's like when I see somebody who's done, two people who have done extremely well, one of them did extremely well in exactly the normal way from the background entirely pointing in that direction and they achieved all the hurdles to get there. And like, okay, that's quite impressive, you know, but another person who did just as well, despite lots of constraints and doing things in really unusual ways and came up with different approaches. That's normally the person I'm likely to find useful to work with because they're often like risk-takers, they're often creative, they're often extremely tenacious, they're often very open-minded. So that's the kind of folks I tend to find myself hiring. So now at Answer.ai, it's a group of people that are strong enough that nearly every one of them has independently come to me in the past few weeks and told me that they have imposter syndrome and they're not convinced that they're good enough to be here. And I kind of heard it at the point where I was like, okay, I don't think it's possible that all of you are so far behind your peers that you shouldn't get to be here. But I think part of the problem is as an R&D lab, the great developers look at the great researchers and they're like, wow, these big-brained, crazy research people with all their math and s**t, they're too cool for me, oh my God. And then the researchers look at the developers and they're like, oh, they're killing it, making all this stuff with all these people using it and talking on Twitter about how great it is. I think they're both a bit intimidated by each other, you know. And so I have to kind of remind them like, okay, there are lots of things in this world where you suck compared to lots of other people in this company, but also vice versa, you know, for all things. And the reason you came here is because you wanted to learn about those other things from those other people and have an opportunity to like bring them all together into a single unit. You know, it's not reasonable to expect you're going to be better at everything than everybody else. I guess the other part of it is for nearly all of the people in the company, to be honest, they have nearly always been better than everybody else at nearly everything they're doing nearly everywhere they've been. So it's kind of weird to be in this situation now where it's like, gee, I can clearly see that I suck at this thing that I'm meant to be able to do compared to these other people where I'm like the worst in the company at this thing for some things. So I think that's a healthy place to be, you know, as long as you keep reminding each other about that's actually why we're here. And like, it's all a bit of an experiment, like we don't have any managers. We don't have any hierarchy from that point of view. So for example, I'm not a manager, which means I don't get to tell people what to do or how to do it or when to do it. Yeah, it's been a bit of an experiment to see how that would work out. And it's been great. So for instance, Ben Clavier, who you might have come across, he's the author of Ragatouille, he's the author of Rerankers, super strong information retrieval guy. And a few weeks ago, you know, this additional channel appeared on Discord, on our private Discord called Bert24. And these people started appearing, as in our collab sections, we have a collab section for like collaborating with outsiders. And these people started appearing, there are all these names that I recognize, like Bert24, and they're all talking about like the next generation of Bert. And I start following along, it's like, okay, Ben decided that I think, quite rightly, we need a new Bert. Because everybody, like so many people are still using Bert, and it's still the best at so many things, but it actually doesn't take advantage of lots of best practices. And so he just went out and found basically everybody who's created better Berts in the last four or five years, brought them all together, suddenly there's this huge collaboration going on. So yeah, I didn't tell him to do that. He didn't ask my permission to do that. And then, like, Benjamin Warner dived in, and he's like, oh, I created a whole transformers from scratch implementation designed to be maximally hackable. He originally did it largely as a teaching exercise to show other people, but he was like, I could, you know, use that to create a really hackable BERT implementation. In fact, he didn't say that. He said, I just did do that, you know, and I created a repo, and then everybody's like starts using it. They're like, oh my god, this is amazing. I can now implement all these other BERT things. And it's not just answer AI guys there, you know, there's lots of folks, you know, who have like contributed new data set mixes and blah, blah, blah. So, I mean, I can help in the same way that other people can help. So like, then Ben Clavier reached out to me at one point and said, can you help me, like, what have you learned over time about how to manage intimidatingly capable and large groups of people who you're nominally meant to be leading? And so, you know, I like to try to help, but I don't direct. Another great example was Kerem, who, after our FSTP QLORA work, decided quite correctly that it didn't really make sense to use LoRa in today's world. You want to use the normalized version, which is called Dora. Like two or three weeks after we did FSTP QLORA, he just popped up and said, okay, I've just converted the whole thing to Dora, and I've also created these VLLM extensions, and I've got all these benchmarks, and, you know, now I've got training of quantized models with adapters that are as fast as LoRa, and as actually better than, weirdly, fine tuning. Just like, okay, that's great, you know. And yeah, so the things we've done to try to help make these things happen as well is we don't have any required meetings, you know, but we do have a meeting for each pair of major time zones that everybody's invited to, and, you know, people see their colleagues doing stuff that looks really cool and say, like, oh, how can I help, you know, or how can I learn or whatever. So another example is Austin, who, you know, amazing background. He ran AI at Fidelity, he ran AI at Pfizer, he ran browsing and retrieval for Google's DeepMind stuff, created Jemma.cpp, and he's been working on a new system to make it easier to do web GPU programming, because, again, he quite correctly identified, yeah, so I said to him, like, okay, I want to learn about that. Not an area that I have much expertise in, so, you know, he's going to show me what he's working on and teach me a bit about it, and hopefully I can help contribute. I think one of the key things that's happened in all of these is everybody understands what Eric Gilliam, who wrote the second blog post in our series, the R&D historian, describes as a large yard with narrow fences. Everybody has total flexibility to do what they want. We all understand kind of roughly why we're here, you know, we agree with the premises around, like, everything's too expensive, everything's too complicated, people are building too many vanity foundation models rather than taking better advantage of fine-tuning, like, there's this kind of general, like, sense of we're all on the same wavelength about, you know, all the ways in which current research is fucked up, and, you know, all the ways in which we're worried about centralization. We all care a lot about not just research for the point of citations, but research that actually wouldn't have happened otherwise, and actually is going to lead to real-world outcomes. And so, yeah, with this kind of, like, shared vision, people understand, like, you know, so when I say, like, oh, well, you know, tell me, Ben, about BERT 24, what's that about? And he's like, you know, like, oh, well, you know, you can see from an accessibility point of view, or you can see from a kind of a actual practical impact point of view, there's far too much focus on decoder-only models, and, you know, like, BERT's used in all of these different places and industry, and so I can see, like, in terms of our basic principles, what we're trying to achieve, this seems like something important. And so I think that's, like, a really helpful that we have that kind of shared perspective, you know?Alessio [00:21:14]: Yeah. And before we maybe talk about some of the specific research, when you're, like, reaching out to people, interviewing them, what are some of the traits, like, how do these things come out, you know, usually? Is it working on side projects that you, you know, you're already familiar with? Is there anything, like, in the interview process that, like, helps you screen for people that are less pragmatic and more research-driven versus some of these folks that are just gonna do it, you know? They're not waiting for, like, the perfect process.Jeremy [00:21:40]: Everybody who comes through the recruiting is interviewed by everybody in the company. You know, our goal is 12 people, so it's not an unreasonable amount. So the other thing to say is everybody so far who's come into the recruiting pipeline, everybody bar one, has been hired. So which is to say our original curation has been good. And that's actually pretty easy, because nearly everybody who's come in through the recruiting pipeline are people I know pretty well. So Jono Whitaker and I, you know, he worked on the stable diffusion course we did. He's outrageously creative and talented, and he's super, like, enthusiastic tinkerer, just likes making things. Benjamin was one of the strongest parts of the fast.ai community, which is now the alumni. It's, like, hundreds of thousands of people. And you know, again, like, they're not people who a normal interview process would pick up, right? So Benjamin doesn't have any qualifications in math or computer science. Jono was living in Zimbabwe, you know, he was working on, like, helping some African startups, you know, but not FAANG kind of credentials. But yeah, I mean, when you actually see people doing real work and they stand out above, you know, we've got lots of Stanford graduates and open AI people and whatever in our alumni community as well. You know, when you stand out above all of those people anyway, obviously you've got something going for you. You know, Austin, him and I worked together on the masks study we did in the proceeding at the National Academy of Science. You know, we had worked together, and again, that was a group of, like, basically the 18 or 19 top experts in the world on public health and epidemiology and research design and so forth. And Austin, you know, one of the strongest people in that collaboration. So yeah, you know, like, I've been lucky enough to have had opportunities to work with some people who are great and, you know, I'm a very open-minded person, so I kind of am always happy to try working with pretty much anybody and some people stand out. You know, there have been some exceptions, people I haven't previously known, like Ben Clavier, actually, I didn't know before. But you know, with him, you just read his code, and I'm like, oh, that's really well-written code. And like, it's not written exactly the same way as everybody else's code, and it's not written to do exactly the same thing as everybody else's code. So yeah, and then when I chatted to him, it's just like, I don't know, I felt like we'd known each other for years, like we just were on the same wavelength, but I could pretty much tell that was going to happen just by reading his code. I think you express a lot in the code you choose to write and how you choose to write it, I guess. You know, or another example, a guy named Vic, who was previously the CEO of DataQuest, and like, in that case, you know, he's created a really successful startup. He won the first, basically, Kaggle NLP competition, which was automatic essay grading. He's got the current state-of-the-art OCR system, Surya. Again, he's just a guy who obviously just builds stuff, you know, he doesn't ask for permission, he doesn't need any, like, external resources. Actually, Karim's another great example of this, I mean, I already knew Karim very well because he was my best ever master's student, but it wasn't a surprise to me then when he then went off to create the world's state-of-the-art language model in Turkish on his own, in his spare time, with no budget, from scratch. This is not fine-tuning or whatever, he, like, went back to Common Crawl and did everything. Yeah, it's kind of, I don't know what I'd describe that process as, but it's not at all based on credentials.Swyx [00:25:17]: Assemble based on talent, yeah. We wanted to dive in a little bit more on, you know, turning from the people side of things into the technical bets that you're making. Just a little bit more on Bert. I was actually, we just did an interview with Yi Tay from Reka, I don't know if you're familiar with his work, but also another encoder-decoder bet, and one of his arguments was actually people kind of over-index on the decoder-only GPT-3 type paradigm. I wonder if you have thoughts there that is maybe non-consensus as well. Yeah, no, absolutely.Jeremy [00:25:45]: So I think it's a great example. So one of the people we're collaborating with a little bit with BERT24 is Colin Raffle, who is the guy behind, yeah, most of that stuff, you know, between that and UL2, there's a lot of really interesting work. And so one of the things I've been encouraging the BERT group to do, Colin has as well, is to consider using a T5 pre-trained encoder backbone as a thing you fine-tune, which I think would be really cool. You know, Colin was also saying actually just use encoder-decoder as your Bert, you know, why don't you like use that as a baseline, which I also think is a good idea. Yeah, look.Swyx [00:26:25]: What technical arguments are people under-weighting?Jeremy [00:26:27]: I mean, Colin would be able to describe this much better than I can, but I'll give my slightly non-expert attempt. Look, I mean, think about like diffusion models, right? Like in stable diffusion, like we use things like UNet. You have this kind of downward path and then in the upward path you have the cross connections, which it's not a tension, but it's like a similar idea, right? You're inputting the original encoding path into your decoding path. It's critical to make it work, right? Because otherwise in the decoding part, the model has to do so much kind of from scratch. So like if you're doing translation, like that's a classic kind of encoder-decoder example. If it's decoder only, you never get the opportunity to find the right, you know, feature engineering, the right feature encoding for the original sentence. And it kind of means then on every token that you generate, you have to recreate the whole thing, you know? So if you have an encoder, it's basically saying like, okay, this is your opportunity model to create a really useful feature representation for your input information. So I think there's really strong arguments for encoder-decoder models anywhere that there is this kind of like context or source thing. And then why encoder only? Well, because so much of the time what we actually care about is a classification, you know? It's like an output. It's like generating an arbitrary length sequence of tokens. So anytime you're not generating an arbitrary length sequence of tokens, decoder models don't seem to make much sense. Now the interesting thing is, you see on like Kaggle competitions, that decoder models still are at least competitive with things like Deberta v3. They have to be way bigger to be competitive with things like Deberta v3. And the only reason they are competitive is because people have put a lot more time and money and effort into training the decoder only ones, you know? There isn't a recent Deberta. There isn't a recent Bert. Yeah, it's a whole part of the world that people have slept on a little bit. And this is just what happens. This is how trends happen rather than like, to me, everybody should be like, oh, let's look at the thing that has shown signs of being useful in the past, but nobody really followed up with properly. That's the more interesting path, you know, where people tend to be like, oh, I need to get citations. So what's everybody else doing? Can I make it 0.1% better, you know, or 0.1% faster? That's what everybody tends to do. Yeah. So I think it's like, Itay's work commercially now is interesting because here's like a whole, here's a whole model that's been trained in a different way. So there's probably a whole lot of tasks it's probably better at than GPT and Gemini and Claude. So that should be a good commercial opportunity for them if they can figure out what those tasks are.Swyx [00:29:07]: Well, if rumors are to be believed, and he didn't comment on this, but, you know, Snowflake may figure out the commercialization for them. So we'll see.Jeremy [00:29:14]: Good.Alessio [00:29:16]: Let's talk about FSDP, Qlora, Qdora, and all of that awesome stuff. One of the things we talked about last time, some of these models are meant to run on systems that nobody can really own, no single person. And then you were like, well, what if you could fine tune a 70B model on like a 4090? And I was like, no, that sounds great, Jeremy, but like, can we actually do it? And then obviously you all figured it out. Can you maybe tell us some of the worst stories behind that, like the idea behind FSDP, which is kind of taking sharded data, parallel computation, and then Qlora, which is do not touch all the weights, just go quantize some of the model, and then within the quantized model only do certain layers instead of doing everything.Jeremy [00:29:57]: Well, do the adapters. Yeah.Alessio [00:29:59]: Yeah. Yeah. Do the adapters. Yeah. I will leave the floor to you. I think before you published it, nobody thought this was like a short term thing that we're just going to have. And now it's like, oh, obviously you can do it, but it's not that easy.Jeremy [00:30:12]: Yeah. I mean, to be honest, it was extremely unpleasant work to do. It's like not at all enjoyable. I kind of did version 0.1 of it myself before we had launched the company, or at least the kind of like the pieces. They're all pieces that are difficult to work with, right? So for the quantization, you know, I chatted to Tim Detmers quite a bit and, you know, he very much encouraged me by saying like, yeah, it's possible. He actually thought it'd be easy. It probably would be easy for him, but I'm not Tim Detmers. And, you know, so he wrote bits and bytes, which is his quantization library. You know, he wrote that for a paper. He didn't write that to be production like code. It's now like everybody's using it, at least the CUDA bits. So like, it's not particularly well structured. There's lots of code paths that never get used. There's multiple versions of the same thing. You have to try to figure it out. So trying to get my head around that was hard. And you know, because the interesting bits are all written in CUDA, it's hard to like to step through it and see what's happening. And then, you know, FSTP is this very complicated library and PyTorch, which not particularly well documented. So the only really, really way to understand it properly is again, just read the code and step through the code. And then like bits and bytes doesn't really work in practice unless it's used with PEF, the HuggingFace library and PEF doesn't really work in practice unless you use it with other things. And there's a lot of coupling in the HuggingFace ecosystem where like none of it works separately. You have to use it all together, which I don't love. So yeah, trying to just get a minimal example that I can play with was really hard. And so I ended up having to rewrite a lot of it myself to kind of create this like minimal script. One thing that helped a lot was Medec had this LlamaRecipes repo that came out just a little bit before I started working on that. And like they had a kind of role model example of like, here's how to train FSTP, LoRa, didn't work with QLoRa on Llama. A lot of the stuff I discovered, the interesting stuff would be put together by Les Wright, who's, he was actually the guy in the Fast.ai community I mentioned who created the Ranger Optimizer. So he's doing a lot of great stuff at Meta now. So yeah, I kind of, that helped get some minimum stuff going and then it was great once Benjamin and Jono joined full time. And so we basically hacked at that together and then Kerim joined like a month later or something. And it was like, gee, it was just a lot of like fiddly detailed engineering on like barely documented bits of obscure internals. So my focus was to see if it kind of could work and I kind of got a bit of a proof of concept working and then the rest of the guys actually did all the work to make it work properly. And, you know, every time we thought we had something, you know, we needed to have good benchmarks, right? So we'd like, it's very easy to convince yourself you've done the work when you haven't, you know, so then we'd actually try lots of things and be like, oh, and these like really important cases, the memory use is higher, you know, or it's actually slower. And we'd go in and we just find like all these things that were nothing to do with our library that just didn't work properly. And nobody had noticed they hadn't worked properly because nobody had really benchmarked it properly. So we ended up, you know, trying to fix a whole lot of different things. And even as we did so, new regressions were appearing in like transformers and stuff that Benjamin then had to go away and figure out like, oh, how come flash attention doesn't work in this version of transformers anymore with this set of models and like, oh, it turns out they accidentally changed this thing, so it doesn't work. You know, there's just, there's not a lot of really good performance type evals going on in the open source ecosystem. So there's an extraordinary amount of like things where people say like, oh, we built this thing and it has this result. And when you actually check it, so yeah, there's a shitload of war stories from getting that thing to work. And it did require a particularly like tenacious group of people and a group of people who don't mind doing a whole lot of kind of like really janitorial work, to be honest, to get the details right, to check them. Yeah.Alessio [00:34:09]: We had a trade out on the podcast and we talked about how a lot of it is like systems work to make some of these things work. It's not just like beautiful, pure math that you do on a blackboard. It's like, how do you get into the nitty gritty?Jeremy [00:34:22]: I mean, flash attention is a great example of that. Like it's, it basically is just like, oh, let's just take the attention and just do the tiled version of it, which sounds simple enough, you know, but then implementing that is challenging at lots of levels.Alessio [00:34:36]: Yeah. What about inference? You know, obviously you've done all this amazing work on fine tuning. Do you have any research you've been doing on the inference side, how to make local inference really fast on these models too?Jeremy [00:34:47]: We're doing quite a bit on that at the moment. We haven't released too much there yet. But one of the things I've been trying to do is also just to help other people. And one of the nice things that's happened is that a couple of folks at Meta, including Mark Seraphim, have done a nice job of creating this CUDA mode community of people working on like CUDA kernels or learning about that. And I tried to help get that going well as well and did some lessons to help people get into it. So there's a lot going on in both inference and fine tuning performance. And a lot of it's actually happening kind of related to that. So PyTorch team have created this Torch AO project on quantization. And so there's a big overlap now between kind of the FastAI and AnswerAI and CUDA mode communities of people working on stuff for both inference and fine tuning. But we're getting close now. You know, our goal is that nobody should be merging models, nobody should be downloading merged models, everybody should be using basically quantized plus adapters for almost everything and just downloading the adapters. And that should be much faster. So that's kind of the place we're trying to get to. It's difficult, you know, because like Karim's been doing a lot of work with VLM, for example. These inference engines are pretty complex bits of code. They have a whole lot of custom kernel stuff going on as well, as do the quantization libraries. So we've been working on, we're also quite a bit of collaborating with the folks who do HQQ, which is a really great quantization library and works super well. So yeah, there's a lot of other people outside AnswerAI that we're working with a lot who are really helping on all this performance optimization stuff, open source.Swyx [00:36:27]: Just to follow up on merging models, I picked up there that you said nobody should be merging models. That's interesting because obviously a lot of people are experimenting with this and finding interesting results. I would say in defense of merging models, you can do it without data. That's probably the only thing that's going for it.Jeremy [00:36:45]: To explain, it's not that you shouldn't merge models. You shouldn't be distributing a merged model. You should distribute a merged adapter 99% of the time. And actually often one of the best things happening in the model merging world is actually that often merging adapters works better anyway. The point is, Sean, that once you've got your new model, if you distribute it as an adapter that sits on top of a quantized model that somebody's already downloaded, then it's a much smaller download for them. And also the inference should be much faster because you're not having to transfer FB16 weights from HPM memory at all or ever load them off disk. You know, all the main weights are quantized and the only floating point weights are in the adapters. So that should make both inference and fine tuning faster. Okay, perfect.Swyx [00:37:33]: We're moving on a little bit to the rest of the fast universe. I would have thought that, you know, once you started Answer.ai, that the sort of fast universe would be kind of on hold. And then today you just dropped Fastlight and it looks like, you know, there's more activity going on in sort of Fastland.Jeremy [00:37:49]: Yeah. So Fastland and Answerland are not really distinct things. Answerland is kind of like the Fastland grown up and funded. They both have the same mission, which is to maximize the societal benefit of AI broadly. We want to create thousands of commercially successful products at Answer.ai. And we want to do that with like 12 people. So that means we need a pretty efficient stack, you know, like quite a few orders of magnitude more efficient, not just for creation, but for deployment and maintenance than anything that currently exists. People often forget about the D part of our R&D firm. So we've got to be extremely good at creating, deploying and maintaining applications, not just models. Much to my horror, the story around creating web applications is much worse now than it was 10 or 15 years ago in terms of, if I say to a data scientist, here's how to create and deploy a web application, you know, either you have to learn JavaScript or TypeScript and about all the complex libraries like React and stuff, and all the complex like details around security and web protocol stuff around how you then talk to a backend and then all the details about creating the backend. You know, if that's your job and, you know, you have specialists who work in just one of those areas, it is possible for that to all work. But compared to like, oh, write a PHP script and put it in the home directory that you get when you sign up to this shell provider, which is what it was like in the nineties, you know, here are those 25 lines of code and you're done and now you can pass that URL around to all your friends, or put this, you know, .pl file inside the CGI bin directory that you got when you signed up to this web host. So yeah, the thing I've been mainly working on the last few weeks is fixing all that. And I think I fixed it. I don't know if this is an announcement, but I tell you guys, so yeah, there's this thing called fastHTML, which basically lets you create a complete web application in a single Python file. Unlike excellent projects like Streamlit and Gradio, you're not working on top of a highly abstracted thing. That's got nothing to do with web foundations. You're working with web foundations directly, but you're able to do it by using pure Python. There's no template, there's no ginger, there's no separate like CSS and JavaScript files. It looks and behaves like a modern SPA web application. And you can create components for like daisy UI, or bootstrap, or shoelace, or whatever fancy JavaScript and or CSS tailwind etc library you like, but you can write it all in Python. You can pip install somebody else's set of components and use them entirely from Python. You can develop and prototype it all in a Jupyter notebook if you want to. It all displays correctly, so you can like interactively do that. And then you mentioned Fastlight, so specifically now if you're using SQLite in particular, it's like ridiculously easy to have that persistence, and all of your handlers will be passed database ready objects automatically, that you can just call dot delete dot update dot insert on. Yeah, you get session, you get security, you get all that. So again, like with most everything I do, it's very little code. It's mainly tying together really cool stuff that other people have written. You don't have to use it, but a lot of the best stuff comes from its incorporation of HTMX, which to me is basically the thing that changes your browser to make it work the way it always should have. So it just does four small things, but those four small things are the things that are basically unnecessary constraints that HTML should never have had, so it removes the constraints. It sits on top of Starlet, which is a very nice kind of lower level platform for building these kind of web applications. The actual interface matches as closely as possible to FastAPI, which is a really nice system for creating the kind of classic JavaScript type applications. And Sebastian, who wrote FastAPI, has been kind enough to help me think through some of these design decisions, and so forth. I mean, everybody involved has been super helpful. Actually, I chatted to Carson, who created HTMX, you know, so about it. Some of the folks involved in Django, like everybody in the community I've spoken to definitely realizes there's a big gap to be filled around, like, highly scalable, web foundation-based, pure Python framework with a minimum of fuss. So yeah, I'm getting a lot of support and trying to make sure that FastHTML works well for people.Swyx [00:42:38]: I would say, when I heard about this, I texted Alexio. I think this is going to be pretty huge. People consider Streamlit and Gradio to be the state of the art, but I think there's so much to improve, and having what you call web foundations and web fundamentals at the core of it, I think, would be really helpful.Jeremy [00:42:54]: I mean, it's based on 25 years of thinking and work for me. So like, FastML was built on a system much like this one, but that was of hell. And so I spent, you know, 10 years working on that. We had millions of people using that every day, really pushing it hard. And I really always enjoyed working in that. Yeah. So, you know, and obviously lots of other people have done like great stuff, and particularly HTMX. So I've been thinking about like, yeah, how do I pull together the best of the web framework I created for FastML with HTMX? There's also things like PicoCSS, which is the CSS system, which by default, FastHTML comes with. Although, as I say, you can pip install anything you want to, but it makes it like super easy to, you know, so we try to make it so that just out of the box, you don't have any choices to make. Yeah. You can make choices, but for most people, you just, you know, it's like the PHP in your home directory thing. You just start typing and just by default, you'll get something which looks and feels, you know, pretty okay. And if you want to then write a version of Gradio or Streamlit on top of that, you totally can. And then the nice thing is if you then write it in kind of the Gradio equivalent, which will be, you know, I imagine we'll create some kind of pip installable thing for that. Once you've outgrown, or if you outgrow that, it's not like, okay, throw that all away and start again. And this like whole separate language that it's like this kind of smooth, gentle path that you can take step-by-step because it's all just standard web foundations all the way, you know.Swyx [00:44:29]: Just to wrap up the sort of open source work that you're doing, you're aiming to create thousands of projects with a very, very small team. I haven't heard you mention once AI agents or AI developer tooling or AI code maintenance. I know you're very productive, but you know, what is the role of AI in your own work?Jeremy [00:44:47]: So I'm making something. I'm not sure how much I want to say just yet.Swyx [00:44:52]: Give us a nibble.Jeremy [00:44:53]: All right. I'll give you the key thing. So I've created a new approach. It's not called prompt engineering. It's called dialogue engineering. But I'm creating a system for doing dialogue engineering. It's currently called AI magic. I'm doing most of my work in this system and it's making me much more productive than I was before I used it. So I always just build stuff for myself and hope that it'll be useful for somebody else. Think about chat GPT with code interpreter, right? The basic UX is the same as a 1970s teletype, right? So if you wrote APL on a teletype in the 1970s, you typed onto a thing, your words appeared at the bottom of a sheet of paper and you'd like hit enter and it would scroll up. And then the answer from APL would be printed out, scroll up, and then you would type the next thing. And like, which is also the way, for example, a shell works like bash or ZSH or whatever. It's not terrible, you know, like we all get a lot done in these like very, very basic teletype style REPL environments, but I've never felt like it's optimal and everybody else has just copied chat GPT. So it's also the way BART and Gemini work. It's also the way the Claude web app works. And then you add code interpreter. And the most you can do is to like plead with chat GPT to write the kind of code I want. It's pretty good for very, very, very beginner users who like can't code at all, like by default now the code's even hidden away, so you never even have to see it ever happened. But for somebody who's like wanting to learn to code or who already knows a bit of code or whatever, it's, it seems really not ideal. So okay, that's one end of the spectrum. The other end of the spectrum, which is where Sean's work comes in, is, oh, you want to do more than chat GPT? No worries. Here is Visual Studio Code. I run it. There's an empty screen with a flashing cursor. Okay, start coding, you know, and it's like, okay, you can use systems like Sean's or like cursor or whatever to be like, okay, Apple K in cursors, like a creative form that blah, blah, blah. But in the end, it's like a convenience over the top of this incredibly complicated system that full-time sophisticated software engineers have designed over the past few decades in a totally different environment as a way to build software, you know. And so we're trying to like shoehorn in AI into that. And it's not easy to do. And I think there are like much better ways of thinking about the craft of software development in a language model world to be much more interactive, you know. So the thing that I'm building is neither of those things. It's something between the two. And it's built around this idea of crafting a dialogue, you know, where the outcome of the dialogue is the artifacts that you want, whether it be a piece of analysis or whether it be a Python library or whether it be a technical blog post or whatever. So as part of building that, I've created something called Claudette, which is a library for Claude. I've created something called Cosette, which is a library for OpenAI. They're libraries which are designed to make those APIs much more usable, much easier to use, much more concise. And then I've written AI magic on top of those. And that's been an interesting exercise because I did Claudette first, and I was looking at what Simon Willison did with his fantastic LLM library. And his library is designed around like, let's make something that supports all the LLM inference engines and commercial providers. I thought, okay, what if I did something different, which is like make something that's as Claude friendly as possible and forget everything else. So that's what Claudette was. So for example, one of the really nice things in Claude is prefill. So by telling the assistant that this is what your response started with, there's a lot of powerful things you can take advantage of. So yeah, I created Claudette to be as Claude friendly as possible. And then after I did that, and then particularly with GPT 4.0 coming out, I kind of thought, okay, now let's create something that's as OpenAI friendly as possible. And then I tried to look to see, well, where are the similarities and where are the differences? And now can I make them compatible in places where it makes sense for them to be compatible without losing out on the things that make each one special for what they are. So yeah, those are some of the things I've been working on in that space. And I'm thinking we might launch AI magic via a course called how to solve it with code. The name is based on the classic Polya book, if you know how to solve it, which is, you know, one of the classic math books of all time, where we're basically going to try to show people how to solve challenging problems that they didn't think they could solve without doing a full computer science course, by taking advantage of a bit of AI and a bit of like practical skills, as particularly for this like whole generation of people who are learning to code with and because of ChatGPT. Like I love it, I know a lot of people who didn't really know how to code, but they've created things because they use ChatGPT, but they don't really know how to maintain them or fix them or add things to them that ChatGPT can't do, because they don't really know how to code. And so this course will be designed to show you how you can like either become a developer who can like supercharge their capabilities by using language models, or become a language model first developer who can supercharge their capabilities by understanding a bit about process and fundamentals.Alessio [00:50:19]: Nice. That's a great spoiler. You know, I guess the fourth time you're going to be on learning space, we're going to talk about AI magic. Jeremy, before we wrap, this was just a great run through everything. What are the things that when you next come on the podcast in nine, 12 months, we're going to be like, man, Jeremy was like really ahead of it. Like, is there anything that you see in the space that maybe people are not talking enough? You know, what's the next company that's going to fall, like have drama internally, anything in your mind?Jeremy [00:50:47]: You know, hopefully we'll be talking a lot about fast HTML and hopefully the international community that at that point has come up around that. And also about AI magic and about dialogue engineering. Hopefully dialogue engineering catches on because I think it's the right way to think about a lot of this stuff. What else? Just trying to think about all on the research side. Yeah. I think, you know, I mean, we've talked about a lot of it. Like I think encoder decoder architectures, encoder only architectures, hopefully we'll be talking about like the whole re-interest in BERT that BERT 24 stimulated.Swyx [00:51:17]: There's a safe space model that came out today that might be interesting for this general discussion. One thing that stood out to me with Cartesia's blog posts was that they were talking about real time ingestion, billions and trillions of tokens, and keeping that context, obviously in the state space that they have.Jeremy [00:51:34]: Yeah.Swyx [00:51:35]: I'm wondering what your thoughts are because you've been entirely transformers the whole time.Jeremy [00:51:38]: Yeah. No. So obviously my background is RNNs and LSTMs. Of course. And I'm still a believer in the idea that state is something you can update, you know? So obviously Sepp Hochreiter came up, came out with xLSTM recently. Oh my God. Okay. Another whole thing we haven't talked about, just somewhat related. I've been going crazy for like a long time about like, why can I not pay anybody to save my KV cash? I just ingested the Great Gatsby or the documentation for Starlet or whatever, you know, I'm sending it as my prompt context. Why are you redoing it every time? So Gemini is about to finally come out with KV caching, and this is something that Austin actually in Gemma.cpp had had on his roadmap for years, well not years, months, long time. The idea that the KV cache is like a thing that, it's a third thing, right? So there's RAG, you know, there's in-context learning, you know, and prompt engineering, and there's KV cache creation. I think it creates like a whole new class almost of applications or as techniques where, you know, for me, for example, I very often work with really new libraries or I've created my own library that I'm now writing with rather than on. So I want all the docs in my new library to be there all the time. So I want to upload them once, and then we have a whole discussion about building this application using FastHTML. Well nobody's got FastHTML in their language model yet, I don't want to send all the FastHTML docs across every time. So one of the things I'm looking at doing in AI Magic actually is taking advantage of some of these ideas so that you can have the documentation of the libraries you're working on be kind of always available. Something over the next 12 months people will be spending time thinking about is how to like, where to use RAG, where to use fine-tuning, where to use KV cache storage, you know. And how to use state, because in state models and XLSTM, again, state is something you update. So how do we combine the best of all of these worlds?Alessio [00:53:46]: And Jeremy, I know before you talked about how some of the autoregressive models are not maybe a great fit for agents. Any other thoughts on like JEPA, diffusion for text, any interesting thing that you've seen pop up?Jeremy [00:53:58]: In the same way that we probably ought to have state that you can update, i.e. XLSTM and state models, in the same way that a lot of things probably should have an encoder, JEPA and diffusion both seem like the right conceptual mapping for a lot of things we probably want to do. So the idea of like, there should be a piece of the generative pipeline, which is like thinking about the answer and coming up with a sketch of what the answer looks like before you start outputting tokens. That's where it kind of feels like diffusion ought to fit, you know. And diffusion is, because it's not autoregressive, it's like, let's try to like gradually de-blur the picture of how to solve this. So this is also where dialogue engineering fits in, by the way. So with dialogue engineering, one of the reasons it's working so well for me is I use it to kind of like craft the thought process before I generate the code, you know. So yeah, there's a lot of different pieces here and I don't know how they'll all kind of exactly fit together. I don't know if JEPA is going to actually end up working in the text world. I don't know if diffusion will end up working in the text world, but they seem to be like trying to solve a class of problem which is currently unsolved.Alessio [00:55:13]: Awesome, Jeremy. This was great, as usual. Thanks again for coming back on the pod and thank you all for listening. Yeah, that was fantastic. Get full access to Latent Space at www.latent.space/subscribe

Have you ever eavesdropped on other people's conversations? Former co-host Pino de Candia joins Claire Giordano on this episode of Talking Postgres (formerly Path To Citus Con) to share their experience on podcasting about Postgres. Is listening to a podcast the next best thing to being in the hallway track at a conference? Does it bring the community together? How beneficial has it been to have a parallel chat while recording live? What is the “sweet spot” for the number of guests to have per episode? Is structure important for a podcast? Also discussed: this podcast's rename, a walk down memory lane reflecting on the past 16 episodes, and shout-outs to other podcasts about Postgres.Links mentioned in this episode:Cal invite for next Ep18 of Talking Postgres with David RowleyPodcast: Talking Postgres Talking Postgres Ep01: Working in public on open source with Simon Willison & Marco SlotEp02: How to get Postgres ready for the next 100 million usersEp03: Why giving talks at Postgres conferences matterswith Álvaro Herrera and Boriss MejíasVideo: Postgres Storytelling: What's going on with Synchronous Replication | POSETTE 2024 by Boriss MejíasVideo: Postgres Storytelling: Support in the Darkest Hour | Citus Con 2023, by Boriss MejíasEp04: How I got started as a dev and in Postgres with Melanie Plageman & Thomas MunroEp05: My favorite ways to learn more about PostgreSQL with Grant Fritchey & Ryan BoozVideo: Fibonacci Spirals and Ways to Contribute to Postgres—Beyond Code | Citus Con 2022, by Claire GiordanoEp06: You're probably already using Postgres with Chelsea Dole & Floor DreesWikipedia: Object–relational mappingVideo: How to work with other people | POSETTE 2024, by Floor Drees and Jimmy AngelakosEp07: Why people care about PostGIS and Postgres with Paul Ramsey & Regina ObeEp08: How I got started as a developer (& in Postgres) with Andres Freund & Heikki LinnakangasSatya Nadella's LinkedIn post about Andres Freund's xz backdoor discoveryEp09: Solving every data problem in SQL with Dimitri Fontaine & Vik FearingWikipedia: Advent of CodeEp10: My Journey into Postgres Monitoring with Lukas Fittl & Rob TreatEp11: My Journey into Performance Benchmarking with Jelte Fennema-Nio & Marco SlotEp12: From developer to PostgreSQL specialist with Derk van VeenEp13: Spinning up on Postgres & AI with Arda AytekinEp14: Becoming expert at using PostgreSQL with Chris EllisVideo: Electric Elephants | pgDay Paris 2024, by Chris EllisEp15: My Journey to Explaining Explain with Michael ChristofidesPodcast: Postgres FMEp16: The Making of POSETTE: An Event for Postgres with Teresa Giacomini & Aaron WislangPodcast: Scaling PostgreSQLPodcast: Postgres FM Ep99 with guest Claire Giordano: Sponsoring the communityPodcast: Hacking PostgresPlaylist: 5mins of Postgres

We are reuniting for the 2nd AI UX demo day in SF on Apr 28. Sign up to demo here! And don't forget tickets for the AI Engineer World's Fair — for early birds who join before keynote announcements!About a year ago there was a lot of buzz around prompt engineering techniques to force structured output. Our friend Simon Willison tweeted a bunch of tips and tricks, but the most iconic one is Riley Goodside making it a matter of life or death:Guardrails (friend of the pod and AI Engineer speaker), Marvin (AI Engineer speaker), and jsonformer had also come out at the time. In June 2023, Jason Liu (today's guest!) open sourced his “OpenAI Function Call and Pydantic Integration Module”, now known as Instructor, which quickly turned prompt engineering black magic into a clean, developer-friendly SDK. A few months later, model providers started to add function calling capabilities to their APIs as well as structured outputs support like “JSON Mode”, which was announced at OpenAI Dev Day (see recap here). In just a handful of months, we went from threatening to kill grandmas to first-class support from the research labs. And yet, Instructor was still downloaded 150,000 times last month. Why?What Instructor looks likeInstructor patches your LLM provider SDKs to offer a new response_model option to which you can pass a structure defined in Pydantic. It currently supports OpenAI, Anthropic, Cohere, and a long tail of models through LiteLLM.What Instructor is forThere are three core use cases to Instructor:* Extracting structured data: Taking an input like an image of a receipt and extracting structured data from it, such as a list of checkout items with their prices, fees, and coupon codes.* Extracting graphs: Identifying nodes and edges in a given input to extract complex entities and their relationships. For example, extracting relationships between characters in a story or dependencies between tasks.* Query understanding: Defining a schema for an API call and using a language model to resolve a request into a more complex one that an embedding could not handle. For example, creating date intervals from queries like “what was the latest thing that happened this week?” to then pass onto a RAG system or similar.Jason called all these different ways of getting data from LLMs “typed responses”: taking strings and turning them into data structures. Structured outputs as a planning toolThe first wave of agents was all about open-ended iteration and planning, with projects like AutoGPT and BabyAGI. Models would come up with a possible list of steps, and start going down the list one by one. It's really easy for them to go down the wrong branch, or get stuck on a single step with no way to intervene.What if these planning steps were returned to us as DAGs using structured output, and then managed as workflows? This also makes it easy to better train model on how to create these plans, as they are much more structured than a bullet point list. Once you have this structure, each piece can be modified individually by different specialized models. You can read some of Jason's experiments here:While LLMs will keep improving (Llama3 just got released as we write this), having a consistent structure for the output will make it a lot easier to swap models in and out. Jason's overall message on how we can move from ReAct loops to more controllable Agent workflows mirrors the “Process” discussion from our Elicit episode:Watch the talkAs a bonus, here's Jason's talk from last year's AI Engineer Summit. He'll also be a speaker at this year's AI Engineer World's Fair!Timestamps* [00:00:00] Introductions* [00:02:23] Early experiments with Generative AI at StitchFix* [00:08:11] Design philosophy behind the Instructor library* [00:11:12] JSON Mode vs Function Calling* [00:12:30] Single vs parallel function calling* [00:14:00] How many functions is too many?* [00:17:39] How to evaluate function calling* [00:20:23] What is Instructor good for?* [00:22:42] The Evolution from Looping to Workflow in AI Engineering* [00:27:03] State of the AI Engineering Stack* [00:28:26] Why Instructor isn't VC backed* [00:31:15] Advice on Pursuing Open Source Projects and Consulting* [00:36:00] The Concept of High Agency and Its Importance* [00:42:44] Prompts as Code and the Structure of AI Inputs and Outputs* [00:44:20] The Emergence of AI Engineering as a Distinct FieldShow notes* Jason on the UWaterloo mafia* Jason on Twitter, LinkedIn, website* Instructor docs* Max Woolf on the potential of Structured Output* swyx on Elo vs Cost* Jason on Anthropic Function Calling* Jason on Rejections, Advice to Young People* Jason on Bad Startup Ideas* Jason on Prompts as Code* Rysana's inversion models* Bryan Bischof's episode* Hamel HusainTranscriptAlessio [00:00:00]: Hey everyone, welcome to the Latent Space Podcast. This is Alessio, partner and CTO at Residence at Decibel Partners, and I'm joined by my co-host Swyx, founder of Smol AI.Swyx [00:00:16]: Hello, we're back in the remote studio with Jason Liu from Instructor. Welcome Jason.Jason [00:00:21]: Hey there. Thanks for having me.Swyx [00:00:23]: Jason, you are extremely famous, so I don't know what I'm going to do introducing you, but you're one of the Waterloo clan. There's like this small cadre of you that's just completely dominating machine learning. Actually, can you list like Waterloo alums that you're like, you know, are just dominating and crushing it right now?Jason [00:00:39]: So like John from like Rysana is doing his inversion models, right? I know like Clive Chen from Waterloo. When I started the data science club, he was one of the guys who were like joining in and just like hanging out in the room. And now he was at Tesla working with Karpathy, now he's at OpenAI, you know.Swyx [00:00:56]: He's in my climbing club.Jason [00:00:58]: Oh, hell yeah. I haven't seen him in like six years now.Swyx [00:01:01]: To get in the social scene in San Francisco, you have to climb. So both in career and in rocks. So you started a data science club at Waterloo, we can talk about that, but then also spent five years at Stitch Fix as an MLE. You pioneered the use of OpenAI's LLMs to increase stylist efficiency. So you must have been like a very, very early user. This was like pretty early on.Jason [00:01:20]: Yeah, I mean, this was like GPT-3, okay. So we actually were using transformers at Stitch Fix before the GPT-3 model. So we were just using transformers for recommendation systems. At that time, I was very skeptical of transformers. I was like, why do we need all this infrastructure? We can just use like matrix factorization. When GPT-2 came out, I fine tuned my own GPT-2 to write like rap lyrics and I was like, okay, this is cute. Okay, I got to go back to my real job, right? Like who cares if I can write a rap lyric? When GPT-3 came out, again, I was very much like, why are we using like a post request to review every comment a person leaves? Like we can just use classical models. So I was very against language models for like the longest time. And then when ChatGPT came out, I basically just wrote a long apology letter to everyone at the company. I was like, hey guys, you know, I was very dismissive of some of this technology. I didn't think it would scale well, and I am wrong. This is incredible. And I immediately just transitioned to go from computer vision recommendation systems to LLMs. But funny enough, now that we have RAG, we're kind of going back to recommendation systems.Swyx [00:02:21]: Yeah, speaking of that, I think Alessio is going to bring up the next one.Alessio [00:02:23]: Yeah, I was going to say, we had Bryan Bischof from Hex on the podcast. Did you overlap at Stitch Fix?Jason [00:02:28]: Yeah, he was like one of my main users of the recommendation frameworks that I had built out at Stitch Fix.Alessio [00:02:32]: Yeah, we talked a lot about RecSys, so it makes sense.Swyx [00:02:36]: So now I have adopted that line, RAG is RecSys. And you know, if you're trying to reinvent new concepts, you should study RecSys first, because you're going to independently reinvent a lot of concepts. So your system was called Flight. It's a recommendation framework with over 80% adoption, servicing 350 million requests every day. Wasn't there something existing at Stitch Fix? Why did you have to write one from scratch?Jason [00:02:56]: No, so I think because at Stitch Fix, a lot of the machine learning engineers and data scientists were writing production code, sort of every team's systems were very bespoke. It's like, this team only needs to do like real time recommendations with small data. So they just have like a fast API app with some like pandas code. This other team has to do a lot more data. So they have some kind of like Spark job that does some batch ETL that does a recommendation. And so what happens is each team writes their code differently. And I have to come in and refactor their code. And I was like, oh man, I'm refactoring four different code bases, four different times. Wouldn't it be better if all the code quality was my fault? Let me just write this framework, force everyone else to use it. And now one person can maintain five different systems, rather than five teams having their own bespoke system. And so it was really a need of just sort of standardizing everything. And then once you do that, you can do observability across the entire pipeline and make large sweeping improvements in this infrastructure, right? If we notice that something is slow, we can detect it on the operator layer. Just hey, hey, like this team, you guys are doing this operation is lowering our latency by like 30%. If you just optimize your Python code here, we can probably make an extra million dollars. So let's jump on a call and figure this out. And then a lot of it was doing all this observability work to figure out what the heck is going on and optimize this system from not only just a code perspective, sort of like harassingly or against saying like, we need to add caching here. We're doing duplicated work here. Let's go clean up the systems. Yep.Swyx [00:04:22]: Got it. One more system that I'm interested in finding out more about is your similarity search system using Clip and GPT-3 embeddings and FIASS, where you saved over $50 million in annual revenue. So of course they all gave all that to you, right?Jason [00:04:34]: No, no, no. I mean, it's not going up and down, but you know, I got a little bit, so I'm pretty happy about that. But there, you know, that was when we were doing fine tuning like ResNets to do image classification. And so a lot of it was given an image, if we could predict the different attributes we have in the merchandising and we can predict the text embeddings of the comments, then we can kind of build a image vector or image embedding that can capture both descriptions of the clothing and sales of the clothing. And then we would use these additional vectors to augment our recommendation system. And so with the recommendation system really was just around like, what are similar items? What are complimentary items? What are items that you would wear in a single outfit? And being able to say on a product page, let me show you like 15, 20 more things. And then what we found was like, hey, when you turn that on, you make a bunch of money.Swyx [00:05:23]: Yeah. So, okay. So you didn't actually use GPT-3 embeddings. You fine tuned your own? Because I was surprised that GPT-3 worked off the shelf.Jason [00:05:30]: Because I mean, at this point we would have 3 million pieces of inventory over like a billion interactions between users and clothes. So any kind of fine tuning would definitely outperform like some off the shelf model.Swyx [00:05:41]: Cool. I'm about to move on from Stitch Fix, but you know, any other like fun stories from the Stitch Fix days that you want to cover?Jason [00:05:46]: No, I think that's basically it. I mean, the biggest one really was the fact that I think for just four years, I was so bearish on language models and just NLP in general. I'm just like, none of this really works. Like, why would I spend time focusing on this? I got to go do the thing that makes money, recommendations, bounding boxes, image classification. Yeah. Now I'm like prompting an image model. I was like, oh man, I was wrong.Swyx [00:06:06]: So my Stitch Fix question would be, you know, I think you have a bit of a drip and I don't, you know, my primary wardrobe is free startup conference t-shirts. Should more technology brothers be using Stitch Fix? What's your fashion advice?Jason [00:06:19]: Oh man, I mean, I'm not a user of Stitch Fix, right? It's like, I enjoy going out and like touching things and putting things on and trying them on. Right. I think Stitch Fix is a place where you kind of go because you want the work offloaded. I really love the clothing I buy where I have to like, when I land in Japan, I'm doing like a 45 minute walk up a giant hill to find this weird denim shop. That's the stuff that really excites me. But I think the bigger thing that's really captured is this idea that narrative matters a lot to human beings. Okay. And I think the recommendation system, that's really hard to capture. It's easy to use AI to sell like a $20 shirt, but it's really hard for AI to sell like a $500 shirt. But people are buying $500 shirts, you know what I mean? There's definitely something that we can't really capture just yet that we probably will figure out how to in the future.Swyx [00:07:07]: Well, it'll probably output in JSON, which is what we're going to turn to next. Then you went on a sabbatical to South Park Commons in New York, which is unusual because it's based on USF.Jason [00:07:17]: Yeah. So basically in 2020, really, I was enjoying working a lot as I was like building a lot of stuff. This is where we were making like the tens of millions of dollars doing stuff. And then I had a hand injury. And so I really couldn't code anymore for like a year, two years. And so I kind of took sort of half of it as medical leave, the other half I became more of like a tech lead, just like making sure the systems were like lights were on. And then when I went to New York, I spent some time there and kind of just like wound down the tech work, you know, did some pottery, did some jujitsu. And after GPD came out, I was like, oh, I clearly need to figure out what is going on here because something feels very magical. I don't understand it. So I spent basically like five months just prompting and playing around with stuff. And then afterwards, it was just my startup friends going like, hey, Jason, you know, my investors want us to have an AI strategy. Can you help us out? And it just snowballed and bore more and more until I was making this my full time job. Yeah, got it.Swyx [00:08:11]: You know, you had YouTube University and a journaling app, you know, a bunch of other explorations. But it seems like the most productive or the best known thing that came out of your time there was Instructor. Yeah.Jason [00:08:22]: Written on the bullet train in Japan. I think at some point, you know, tools like Guardrails and Marvin came out. Those are kind of tools that I use XML and Pytantic to get structured data out. But they really were doing things sort of in the prompt. And these are built with sort of the instruct models in mind. Like I'd already done that in the past. Right. At Stitch Fix, you know, one of the things we did was we would take a request note and turn that into a JSON object that we would use to send it to our search engine. Right. So if you said like, I want to, you know, skinny jeans that were this size, that would turn into JSON that we would send to our internal search APIs. But it always felt kind of gross. A lot of it is just like you read the JSON, you like parse it, you make sure the names are strings and ages are numbers and you do all this like messy stuff. But when function calling came out, it was very much sort of a new way of doing things. Right. Function calling lets you define the schema separate from the data and the instructions. And what this meant was you can kind of have a lot more complex schemas and just map them in Pytantic. And then you can just keep those very separate. And then once you add like methods, you can add validators and all that kind of stuff. The one thing I really had with a lot of these libraries, though, was it was doing a lot of the string formatting themselves, which was fine when it was the instruction to models. You just have a string. But when you have these new chat models, you have these chat messages. And I just didn't really feel like not being able to access that for the developer was sort of a good benefit that they would get. And so I just said, let me write like the most simple SDK around the OpenAI SDK, a simple wrapper on the SDK, just handle the response model a bit and kind of think of myself more like requests than actual framework that people can use. And so the goal is like, hey, like this is something that you can use to build your own framework. But let me just do all the boring stuff that nobody really wants to do. People want to build their own frameworks, but people don't want to build like JSON parsing.Swyx [00:10:08]: And the retrying and all that other stuff.Jason [00:10:10]: Yeah.Swyx [00:10:11]: Right. We had this a little bit of this discussion before the show, but like that design principle of going for being requests rather than being Django. Yeah. So what inspires you there? This has come from a lot of prior pain. Are there other open source projects that inspired your philosophy here? Yeah.Jason [00:10:25]: I mean, I think it would be requests, right? Like, I think it is just the obvious thing you install. If you were going to go make HTTP requests in Python, you would obviously import requests. Maybe if you want to do more async work, there's like future tools, but you don't really even think about installing it. And when you do install it, you don't think of it as like, oh, this is a requests app. Right? Like, no, this is just Python. The bigger question is, like, a lot of people ask questions like, oh, why isn't requests like in the standard library? Yeah. That's how I want my library to feel, right? It's like, oh, if you're going to use the LLM SDKs, you're obviously going to install instructor. And then I think the second question would be like, oh, like, how come instructor doesn't just go into OpenAI, go into Anthropic? Like, if that's the conversation we're having, like, that's where I feel like I've succeeded. Yeah. It's like, yeah, so standard, you may as well just have it in the base libraries.Alessio [00:11:12]: And the shape of the request stayed the same, but initially function calling was maybe equal structure outputs for a lot of people. I think now the models also support like JSON mode and some of these things and, you know, return JSON or my grandma is going to die. All of that stuff is maybe to decide how have you seen that evolution? Like maybe what's the metagame today? Should people just forget about function calling for structure outputs or when is structure output like JSON mode the best versus not? We'd love to get any thoughts given that you do this every day.Jason [00:11:42]: Yeah, I would almost say these are like different implementations of like the real thing we care about is the fact that now we have typed responses to language models. And because we have that type response, my IDE is a little bit happier. I get autocomplete. If I'm using the response wrong, there's a little red squiggly line. Like those are the things I care about in terms of whether or not like JSON mode is better. I usually think it's almost worse unless you want to spend less money on like the prompt tokens that the function call represents, primarily because with JSON mode, you don't actually specify the schema. So sure, like JSON load works, but really, I care a lot more than just the fact that it is JSON, right? I think function calling gives you a tool to specify the fact like, okay, this is a list of objects that I want and each object has a name or an age and I want the age to be above zero and I want to make sure it's parsed correctly. That's where kind of function calling really shines.Alessio [00:12:30]: Any thoughts on single versus parallel function calling? So I did a presentation at our AI in Action Discord channel, and obviously showcase instructor. One of the big things that we have before with single function calling is like when you're trying to extract lists, you have to make these funky like properties that are lists to then actually return all the objects. How do you see the hack being put on the developer's plate versus like more of this stuff just getting better in the model? And I know you tweeted recently about Anthropic, for example, you know, some lists are not lists or strings and there's like all of these discrepancies.Jason [00:13:04]: I almost would prefer it if it was always a single function call. Obviously, there is like the agents workflows that, you know, Instructor doesn't really support that well, but are things that, you know, ought to be done, right? Like you could define, I think maybe like 50 or 60 different functions in a single API call. And, you know, if it was like get the weather or turn the lights on or do something else, it makes a lot of sense to have these parallel function calls. But in terms of an extraction workflow, I definitely think it's probably more helpful to have everything be a single schema, right? Just because you can sort of specify relationships between these entities that you can't do in a parallel function calling, you can have a single chain of thought before you generate a list of results. Like there's like small like API differences, right? Where if it's for parallel function calling, if you do one, like again, really, I really care about how the SDK looks and says, okay, do I always return a list of functions or do you just want to have the actual object back out and you want to have like auto complete over that object? Interesting.Alessio [00:14:00]: What's kind of the cap for like how many function definitions you can put in where it still works well? Do you have any sense on that?Jason [00:14:07]: I mean, for the most part, I haven't really had a need to do anything that's more than six or seven different functions. I think in the documentation, they support way more. I don't even know if there's any good evals that have over like two dozen function calls. I think if you're running into issues where you have like 20 or 50 or 60 function calls, I think you're much better having those specifications saved in a vector database and then have them be retrieved, right? So if there are 30 tools, like you should basically be like ranking them and then using the top K to do selection a little bit better rather than just like shoving like 60 functions into a single. Yeah.Swyx [00:14:40]: Yeah. Well, I mean, so I think this is relevant now because previously I think context limits prevented you from having more than a dozen tools anyway. And now that we have million token context windows, you know, a cloud recently with their new function calling release said they can handle over 250 tools, which is insane to me. That's, that's a lot. You're saying like, you know, you don't think there's many people doing that. I think anyone with a sort of agent like platform where you have a bunch of connectors, they wouldn't run into that problem. Probably you're right that they should use a vector database and kind of rag their tools. I know Zapier has like a few thousand, like 8,000, 9,000 connectors that, you know, obviously don't fit anywhere. So yeah, I mean, I think that would be it unless you need some kind of intelligence that chains things together, which is, I think what Alessio is coming back to, right? Like there's this trend about parallel function calling. I don't know what I think about that. Anthropic's version was, I think they use multiple tools in sequence, but they're not in parallel. I haven't explored this at all. I'm just like throwing this open to you as to like, what do you think about all these new things? Yeah.Jason [00:15:40]: It's like, you know, do we assume that all function calls could happen in any order? In which case, like we either can assume that, or we can assume that like things need to happen in some kind of sequence as a DAG, right? But if it's a DAG, really that's just like one JSON object that is the entire DAG rather than going like, okay, the order of the function that return don't matter. That's definitely just not true in practice, right? Like if I have a thing that's like turn the lights on, like unplug the power, and then like turn the toaster on or something like the order doesn't matter. And it's unclear how well you can describe the importance of that reasoning to a language model yet. I mean, I'm sure you can do it with like good enough prompting, but I just haven't any use cases where the function sequence really matters. Yeah.Alessio [00:16:18]: To me, the most interesting thing is the models are better at picking than your ranking is usually. Like I'm incubating a company around system integration. For example, with one system, there are like 780 endpoints. And if you're actually trying to do vector similarity, it's not that good because the people that wrote the specs didn't have in mind making them like semantically apart. You know, they're kind of like, oh, create this, create this, create this. Versus when you give it to a model, like in Opus, you put them all, it's quite good at picking which ones you should actually run. And I'm curious to see if the model providers actually care about some of those workflows or if the agent companies are actually going to build very good rankers to kind of fill that gap.Jason [00:16:58]: Yeah. My money is on the rankers because you can do those so easily, right? You could just say, well, given the embeddings of my search query and the embeddings of the description, I can just train XGBoost and just make sure that I have very high like MRR, which is like mean reciprocal rank. And so the only objective is to make sure that the tools you use are in the top end filtered. Like that feels super straightforward and you don't have to actually figure out how to fine tune a language model to do tool selection anymore. Yeah. I definitely think that's the case because for the most part, I imagine you either have like less than three tools or more than a thousand. I don't know what kind of company said, oh, thank God we only have like 185 tools and this works perfectly, right? That's right.Alessio [00:17:39]: And before we maybe move on just from this, it was interesting to me, you retweeted this thing about Anthropic function calling and it was Joshua Brown's retweeting some benchmark that it's like, oh my God, Anthropic function calling so good. And then you retweeted it and then you tweeted it later and it's like, it's actually not that good. What's your flow? How do you actually test these things? Because obviously the benchmarks are lying, right? Because the benchmarks say it's good and you said it's bad and I trust you more than the benchmark. How do you think about that? And then how do you evolve it over time?Jason [00:18:09]: It's mostly just client data. I actually have been mostly busy with enough client work that I haven't been able to reproduce public benchmarks. And so I can't even share some of the results in Anthropic. I would just say like in production, we have some pretty interesting schemas where it's like iteratively building lists where we're doing like updates of lists, like we're doing in place updates. So like upserts and inserts. And in those situations we're like, oh yeah, we have a bunch of different parsing errors. Numbers are being returned to strings. We were expecting lists of objects, but we're getting strings that are like the strings of JSON, right? So we had to call JSON parse on individual elements. Overall, I'm like super happy with the Anthropic models compared to the OpenAI models. Sonnet is very cost effective. Haiku is in function calling, it's actually better, but I think they just had to sort of file down the edges a little bit where like our tests pass, but then we actually deployed a production. We got half a percent of traffic having issues where if you ask for JSON, it'll try to talk to you. Or if you use function calling, you know, we'll have like a parse error. And so I think that definitely gonna be things that are fixed in like the upcoming weeks. But in terms of like the reasoning capabilities, man, it's hard to beat like 70% cost reduction, especially when you're building consumer applications, right? If you're building something for consultants or private equity, like you're charging $400, it doesn't really matter if it's a dollar or $2. But for consumer apps, it makes products viable. If you can go from four to Sonnet, you might actually be able to price it better. Yeah.Swyx [00:19:31]: I had this chart about the ELO versus the cost of all the models. And you could put trend graphs on each of those things about like, you know, higher ELO equals higher cost, except for Haiku. Haiku kind of just broke the lines, or the ISO ELOs, if you want to call it. Cool. Before we go too far into your opinions on just the overall ecosystem, I want to make sure that we map out the surface area of Instructor. I would say that most people would be familiar with Instructor from your talks and your tweets and all that. You had the number one talk from the AI Engineer Summit.Jason [00:20:03]: Two Liu. Jason Liu and Jerry Liu. Yeah.Swyx [00:20:06]: Yeah. Until I actually went through your cookbook, I didn't realize the surface area. How would you categorize the use cases? You have LLM self-critique, you have knowledge graphs in here, you have PII data sanitation. How do you characterize to people what is the surface area of Instructor? Yeah.Jason [00:20:23]: This is the part that feels crazy because really the difference is LLMs give you strings and Instructor gives you data structures. And once you get data structures, again, you can do every lead code problem you ever thought of. Right. And so I think there's a couple of really common applications. The first one obviously is extracting structured data. This is just be, okay, well, like I want to put in an image of a receipt. I want to give it back out a list of checkout items with a price and a fee and a coupon code or whatever. That's one application. Another application really is around extracting graphs out. So one of the things we found out about these language models is that not only can you define nodes, it's really good at figuring out what are nodes and what are edges. And so we have a bunch of examples where, you know, not only do I extract that, you know, this happens after that, but also like, okay, these two are dependencies of another task. And you can do, you know, extracting complex entities that have relationships. Given a story, for example, you could extract relationships of families across different characters. This can all be done by defining a graph. The last really big application really is just around query understanding. The idea is that like any API call has some schema and if you can define that schema ahead of time, you can use a language model to resolve a request into a much more complex request. One that an embedding could not do. So for example, I have a really popular post called like rag is more than embeddings. And effectively, you know, if I have a question like this, what was the latest thing that happened this week? That embeds to nothing, right? But really like that query should just be like select all data where the date time is between today and today minus seven days, right? What if I said, how did my writing change between this month and last month? Again, embeddings would do nothing. But really, if you could do like a group by over the month and a summarize, then you could again like do something much more interesting. And so this really just calls out the fact that embeddings really is kind of like the lowest hanging fruit. And using something like instructor can really help produce a data structure. And then you can just use your computer science and reason about the data structure. Maybe you say, okay, well, I'm going to produce a graph where I want to group by each month and then summarize them jointly. You can do that if you know how to define this data structure. Yeah.Swyx [00:22:29]: So you kind of run up against like the LangChains of the world that used to have that. They still do have like the self querying, I think they used to call it when we had Harrison on in our episode. How do you see yourself interacting with the other LLM frameworks in the ecosystem? Yeah.Jason [00:22:42]: I mean, if they use instructor, I think that's totally cool. Again, it's like, it's just Python, right? It's like asking like, oh, how does like Django interact with requests? Well, you just might make a request.get in a Django app, right? But no one would say, I like went off of Django because I'm using requests now. They should be ideally like sort of the wrong comparison in terms of especially like the agent workflows. I think the real goal for me is to go down like the LLM compiler route, which is instead of doing like a react type reasoning loop. I think my belief is that we should be using like workflows. If we do this, then we always have a request and a complete workflow. We can fine tune a model that has a better workflow. Whereas it's hard to think about like, how do you fine tune a better react loop? Yeah. You always train it to have less looping, in which case like you wanted to get the right answer the first time, in which case it was a workflow to begin with, right?Swyx [00:23:31]: Can you define workflow? Because I used to work at a workflow company, but I'm not sure this is a good term for everybody.Jason [00:23:36]: I'm thinking workflow in terms of like the prefect Zapier workflow. Like I want to build a DAG, I want you to tell me what the nodes and edges are. And then maybe the edges are also put in with AI. But the idea is that like, I want to be able to present you the entire plan and then ask you to fix things as I execute it, rather than going like, hey, I couldn't parse the JSON, so I'm going to try again. I couldn't parse the JSON, I'm going to try again. And then next thing you know, you spent like $2 on opening AI credits, right? Yeah. Whereas with the plan, you can just say, oh, the edge between node like X and Y does not run. Let me just iteratively try to fix that, fix the one that sticks, go on to the next component. And obviously you can get into a world where if you have enough examples of the nodes X and Y, maybe you can use like a vector database to find a good few shot examples. You can do a lot if you sort of break down the problem into that workflow and executing that workflow, rather than looping and hoping the reasoning is good enough to generate the correct output. Yeah.Swyx [00:24:35]: You know, I've been hammering on Devon a lot. I got access a couple of weeks ago. And obviously for simple tasks, it does well. For the complicated, like more than 10, 20 hour tasks, I can see- That's a crazy comparison.Jason [00:24:47]: We used to talk about like three, four loops. Only once it gets to like hour tasks, it's hard.Swyx [00:24:54]: Yeah. Less than an hour, there's nothing.Jason [00:24:57]: That's crazy.Swyx [00:24:58]: I mean, okay. Maybe my goalposts have shifted. I don't know. That's incredible.Jason [00:25:02]: Yeah. No, no. I'm like sub one minute executions. Like the fact that you're talking about 10 hours is incredible.Swyx [00:25:08]: I think it's a spectrum. I think I'm going to say this every single time I bring up Devon. Let's not reward them for taking longer to do things. Do you know what I mean? I think that's a metric that is easily abusable.Jason [00:25:18]: Sure. Yeah. You know what I mean? But I think if you can monotonically increase the success probability over an hour, that's winning to me. Right? Like obviously if you run an hour and you've made no progress. Like I think when we were in like auto GBT land, there was that one example where it's like, I wanted it to like buy me a bicycle overnight. I spent $7 on credit and I never found the bicycle. Yeah.Swyx [00:25:41]: Yeah. Right. I wonder if you'll be able to purchase a bicycle. Because it actually can do things in real world. It just needs to suspend to you for off and stuff. The point I was trying to make was that I can see it turning plans. I think one of the agents loopholes or one of the things that is a real barrier for agents is LLMs really like to get stuck into a lane. And you know what you're talking about, what I've seen Devon do is it gets stuck in a lane and it will just kind of change plans based on the performance of the plan itself. And it's kind of cool.Jason [00:26:05]: I feel like we've gone too much in the looping route and I think a lot of more plans and like DAGs and data structures are probably going to come back to help fill in some holes. Yeah.Alessio [00:26:14]: What do you think of the interface to that? Do you see it's like an existing state machine kind of thing that connects to the LLMs, the traditional DAG players? Do you think we need something new for like AI DAGs?Jason [00:26:25]: Yeah. I mean, I think that the hard part is going to be describing visually the fact that this DAG can also change over time and it should still be allowed to be fuzzy. I think in like mathematics, we have like plate diagrams and like Markov chain diagrams and like recurrent states and all that. Some of that might come into this workflow world. But to be honest, I'm not too sure. I think right now, the first steps are just how do we take this DAG idea and break it down to modular components that we can like prompt better, have few shot examples for and ultimately like fine tune against. But in terms of even the UI, it's hard to say what it will likely win. I think, you know, people like Prefect and Zapier have a pretty good shot at doing a good job.Swyx [00:27:03]: Yeah. You seem to use Prefect a lot. I actually worked at a Prefect competitor at Temporal and I'm also very familiar with Dagster. What else would you call out as like particularly interesting in the AI engineering stack?Jason [00:27:13]: Man, I almost use nothing. I just use Cursor and like PyTests. Okay. I think that's basically it. You know, a lot of the observability companies have... The more observability companies I've tried, the more I just use Postgres.Swyx [00:27:29]: Really? Okay. Postgres for observability?Jason [00:27:32]: But the issue really is the fact that these observability companies isn't actually doing observability for the system. It's just doing the LLM thing. Like I still end up using like Datadog or like, you know, Sentry to do like latency. And so I just have those systems handle it. And then the like prompt in, prompt out, latency, token costs. I just put that in like a Postgres table now.Swyx [00:27:51]: So you don't need like 20 funded startups building LLM ops? Yeah.Jason [00:27:55]: But I'm also like an old, tired guy. You know what I mean? Like I think because of my background, it's like, yeah, like the Python stuff, I'll write myself. But you know, I will also just use Vercel happily. Yeah. Yeah. So I'm not really into that world of tooling, whereas I think, you know, I spent three good years building observability tools for recommendation systems. And I was like, oh, compared to that, Instructor is just one call. I just have to put time star, time and then count the prompt token, right? Because I'm not doing a very complex looping behavior. I'm doing mostly workflows and extraction. Yeah.Swyx [00:28:26]: I mean, while we're on this topic, we'll just kind of get this out of the way. You famously have decided to not be a venture backed company. You want to do the consulting route. The obvious route for someone as successful as Instructor is like, oh, here's hosted Instructor with all tooling. Yeah. You just said you had a whole bunch of experience building observability tooling. You have the perfect background to do this and you're not.Jason [00:28:43]: Yeah. Isn't that sick? I think that's sick.Swyx [00:28:44]: I mean, I know why, because you want to go free dive.Jason [00:28:47]: Yeah. Yeah. Because I think there's two things. Right. Well, one, if I tell myself I want to build requests, requests is not a venture backed startup. Right. I mean, one could argue whether or not Postman is, but I think for the most part, it's like having worked so much, I'm more interested in looking at how systems are being applied and just having access to the most interesting data. And I think I can do that more through a consulting business where I can come in and go, oh, you want to build perfect memory. You want to build an agent. You want to build like automations over construction or like insurance and supply chain, or like you want to handle writing private equity, mergers and acquisitions reports based off of user interviews. Those things are super fun. Whereas like maintaining the library, I think is mostly just kind of like a utility that I try to keep up, especially because if it's not venture backed, I have no reason to sort of go down the route of like trying to get a thousand integrations. In my mind, I just go like, okay, 98% of the people use open AI. I'll support that. And if someone contributes another platform, that's great. I'll merge it in. Yeah.Swyx [00:29:45]: I mean, you only added Anthropic support this year. Yeah.Jason [00:29:47]: Yeah. You couldn't even get an API key until like this year, right? That's true. Okay. If I add it like last year, I was trying to like double the code base to service, you know, half a percent of all downloads.Swyx [00:29:58]: Do you think the market share will shift a lot now that Anthropic has like a very, very competitive offering?Jason [00:30:02]: I think it's still hard to get API access. I don't know if it's fully GA now, if it's GA, if you can get a commercial access really easily.Alessio [00:30:12]: I got commercial after like two weeks to reach out to their sales team.Jason [00:30:14]: Okay.Alessio [00:30:15]: Yeah.Swyx [00:30:16]: Two weeks. It's not too bad. There's a call list here. And then anytime you run into rate limits, just like ping one of the Anthropic staff members.Jason [00:30:21]: Yeah. Then maybe we need to like cut that part out. So I don't need to like, you know, spread false news.Swyx [00:30:25]: No, it's cool. It's cool.Jason [00:30:26]: But it's a common question. Yeah. Surely just from the price perspective, it's going to make a lot of sense. Like if you are a business, you should totally consider like Sonnet, right? Like the cost savings is just going to justify it if you actually are doing things at volume. And yeah, I think the SDK is like pretty good. Back to the instructor thing. I just don't think it's a billion dollar company. And I think if I raise money, the first question is going to be like, how are you going to get a billion dollar company? And I would just go like, man, like if I make a million dollars as a consultant, I'm super happy. I'm like more than ecstatic. I can have like a small staff of like three people. It's fun. And I think a lot of my happiest founder friends are those who like raised a tiny seed round, became profitable. They're making like 70, 60, 70, like MRR, 70,000 MRR and they're like, we don't even need to raise the seed round. Let's just keep it like between me and my co-founder, we'll go traveling and it'll be a great time. I think it's a lot of fun.Alessio [00:31:15]: Yeah. like say LLMs / AI and they build some open source stuff and it's like I should just raise money and do this and I tell people a lot it's like look you can make a lot more money doing something else than doing a startup like most people that do a company could make a lot more money just working somewhere else than the company itself do you have any advice for folks that are maybe in a similar situation they're trying to decide oh should I stay in my like high paid FAANG job and just tweet this on the side and do this on github should I go be a consultant like being a consultant seems like a lot of work so you got to talk to all these people you know there's a lot to unpackJason [00:31:54]: I think the open source thing is just like well I'm just doing it purely for fun and I'm doing it because I think I'm right but part of being right is the fact that it's not a venture backed startup like I think I'm right because this is all you need right so I think a part of the philosophy is the fact that all you need is a very sharp blade to sort of do your work and you don't actually need to build like a big enterprise so that's one thing I think the other thing too that I've kind of been thinking around just because I have a lot of friends at google that want to leave right now it's like man like what we lack is not money or skill like what we lack is courage you should like you just have to do this a hard thing and you have to do it scared anyways right in terms of like whether or not you do want to do a founder I think that's just a matter of optionality but I definitely recognize that the like expected value of being a founder is still quite low it is right I know as many founder breakups and as I know friends who raised a seed round this year right like that is like the reality and like you know even in from that perspective it's been tough where it's like oh man like a lot of incubators want you to have co-founders now you spend half the time like fundraising and then trying to like meet co-founders and find co-founders rather than building the thing this is a lot of time spent out doing uh things I'm not really good at. I do think there's a rising trend in solo founding yeah.Swyx [00:33:06]: You know I am a solo I think that something like 30 percent of like I forget what the exact status something like 30 percent of starters that make it to like series B or something actually are solo founder I feel like this must have co-founder idea mostly comes from YC and most everyone else copies it and then plenty of companies break up over co-founderJason [00:33:27]: Yeah and I bet it would be like I wonder how much of it is the people who don't have that much like and I hope this is not a diss to anybody but it's like you sort of you go through the incubator route because you don't have like the social equity you would need is just sort of like send an email to Sequoia and be like hey I'm going on this ride you want a ticket on the rocket ship right like that's very hard to sell my message if I was to raise money is like you've seen my twitter my life is sick I've decided to make it much worse by being a founder because this is something I have to do so do you want to come along otherwise I want to fund it myself like if I can't say that like I don't need the money because I can like handle payroll and like hire an intern and get an assistant like that's all fine but I really don't want to go back to meta I want to like get two years to like try to find a problem we're solving that feels like a bad timeAlessio [00:34:12]: Yeah Jason is like I wear a YSL jacket on stage at AI Engineer Summit I don't need your accelerator moneyJason [00:34:18]: And boots, you don't forget the boots. But I think that is a part of it right I think it is just like optionality and also just like I'm a lot older now I think 22 year old Jason would have been probably too scared and now I'm like too wise but I think it's a matter of like oh if you raise money you have to have a plan of spending it and I'm just not that creative with spending that much money yeah I mean to be clear you just celebrated your 30th birthday happy birthday yeah it's awesome so next week a lot older is relative to some some of the folks I think seeing on the career tipsAlessio [00:34:48]: I think Swix had a great post about are you too old to get into AI I saw one of your tweets in January 23 you applied to like Figma, Notion, Cohere, Anthropic and all of them rejected you because you didn't have enough LLM experience I think at that time it would be easy for a lot of people to say oh I kind of missed the boat you know I'm too late not gonna make it you know any advice for people that feel like thatJason [00:35:14]: Like the biggest learning here is actually from a lot of folks in jiu-jitsu they're like oh man like is it too late to start jiu-jitsu like I'll join jiu-jitsu once I get in more shape right it's like there's a lot of like excuses and then you say oh like why should I start now I'll be like 45 by the time I'm any good and say well you'll be 45 anyways like time is passing like if you don't start now you start tomorrow you're just like one more day behind if you're worried about being behind like today is like the soonest you can start right and so you got to recognize that like maybe you just don't want it and that's fine too like if you wanted you would have started I think a lot of these people again probably think of things on a too short time horizon but again you know you're gonna be old anyways you may as well just start now you knowSwyx [00:35:55]: One more thing on I guess the um career advice slash sort of vlogging you always go viral for this post that you wrote on advice to young people and the lies you tell yourself oh yeah yeah you said you were writing it for your sister.Jason [00:36:05]: She was like bummed out about going to college and like stressing about jobs and I was like oh and I really want to hear okay and I just kind of like text-to-sweep the whole thing it's crazy it's got like 50,000 views like I'm mind I mean your average tweet has more but that thing is like a 30-minute read nowSwyx [00:36:26]: So there's lots of stuff here which I agree with I you know I'm also of occasionally indulge in the sort of life reflection phase there's the how to be lucky there's the how to have high agency I feel like the agency thing is always a trend in sf or just in tech circles how do you define having high agencyJason [00:36:42]: I'm almost like past the high agency phase now now my biggest concern is like okay the agency is just like the norm of the vector what also matters is the direction right it's like how pure is the shot yeah I mean I think agency is just a matter of like having courage and doing the thing that's scary right you know if people want to go rock climbing it's like do you decide you want to go rock climbing then you show up to the gym you rent some shoes and you just fall 40 times or do you go like oh like I'm actually more intelligent let me go research the kind of shoes that I want okay like there's flatter shoes and more inclined shoes like which one should I get okay let me go order the shoes on Amazon I'll come back in three days like oh it's a little bit too tight maybe it's too aggressive I'm only a beginner let me go change no I think the higher agent person just like goes and like falls down 20 times right yeah I think the higher agency person is more focused on like process metrics versus outcome metrics right like from pottery like one thing I learned was if you want to be good at pottery you shouldn't count like the number of cups or bowls you make you should just weigh the amount of clay you use right like the successful person says oh I went through 100 pounds of clay right the less agency was like oh I've made six cups and then after I made six cups like there's not really what are you what do you do next no just pounds of clay pounds of clay same with the work here right so you just got to write the tweets like make the commits contribute open source like write the documentation there's no real outcome it's just a process and if you love that process you just get really good at the thing you're doingSwyx [00:38:04]: yeah so just to push back on this because obviously I mostly agree how would you design performance review systems because you were effectively saying we can count lines of code for developers rightJason [00:38:15]: I don't think that would be the actual like I think if you make that an outcome like I can just expand a for loop right I think okay so for performance review this is interesting because I've mostly thought of it from the perspective of science and not engineering I've been running a lot of engineering stand-ups primarily because there's not really that many machine learning folks the process outcome is like experiments and ideas right like if you think about outcome is what you might want to think about an outcome is oh I want to improve the revenue or whatnot but that's really hard but if you're someone who is going out like okay like this week I want to come up with like three or four experiments I might move the needle okay nothing worked to them they might think oh nothing worked like I suck but to me it's like wow you've closed off all these other possible avenues for like research like you're gonna get to the place that you're gonna figure out that direction really soon there's no way you try 30 different things and none of them work usually like 10 of them work five of them work really well two of them work really really well and one thing was like the nail in the head so agency lets you sort of capture the volume of experiments and like experience lets you figure out like oh that other half it's not worth doing right I think experience is going like half these prompting papers don't make any sense just use chain of thought and just you know use a for loop that's basically right it's like usually performance for me is around like how many experiments are you running how oftentimes are you trying.Alessio [00:39:32]: When do you give up on an experiment because a StitchFix you kind of give up on language models I guess in a way as a tool to use and then maybe the tools got better you were right at the time and then the tool improved I think there are similar paths in my engineering career where I try one approach and at the time it doesn't work and then the thing changes but then I kind of soured on that approach and I don't go back to it soonJason [00:39:51]: I see yeah how do you think about that loop so usually when I'm coaching folks and as they say like oh these things don't work I'm not going to pursue them in the future like one of the big things like hey the negative result is a result and this is something worth documenting like this is an academia like if it's negative you don't just like not publish right but then like what do you actually write down like what you should write down is like here are the conditions this is the inputs and the outputs we tried the experiment on and then one thing that's really valuable is basically writing down under what conditions would I revisit these experiments these things don't work because of what we had at the time if someone is reading this two years from now under what conditions will we try again that's really hard but again that's like another skill you kind of learn right it's like you do go back and you do experiments you figure out why it works now I think a lot of it here is just like scaling worked yeah rap lyrics you know that was because I did not have high enough quality data if we phase shift and say okay you don't even need training data oh great then it might just work a different domainAlessio [00:40:48]: Do you have anything in your list that is like it doesn't work now but I want to try it again later? Something that people should maybe keep in mind you know people always like agi when you know when are you going to know the agi is here maybe it's less than that but any stuff that you tried recently that didn't work thatJason [00:41:01]: You think will get there I mean I think the personal assistance and the writing I've shown to myself it's just not good enough yet so I hired a writer and I hired a personal assistant so now I'm gonna basically like work with these people until I figure out like what I can actually like automate and what are like the reproducible steps but like I think the experiment for me is like I'm gonna go pay a person like thousand dollars a month that helped me improve my life and then let me get them to help me figure like what are the components and how do I actually modularize something to get it to work because it's not just like a lot gmail calendar and like notion it's a little bit more complicated than that but we just don't know what that is yet those are two sort of systems that I wish gb4 or opus was actually good enough to just write me an essay but most of the essays are still pretty badSwyx [00:41:44]: yeah I would say you know on the personal assistance side Lindy is probably the one I've seen the most flow was at a speaker at the summit I don't know if you've checked it out or any other sort of agents assistant startupJason [00:41:54]: Not recently I haven't tried lindy they were not ga last time I was considering it yeah yeah a lot of it now it's like oh like really what I want you to do is take a look at all of my meetings and like write like a really good weekly summary email for my clients to remind them that I'm like you know thinking of them and like working for them right or it's like I want you to notice that like my monday is like way too packed and like block out more time and also like email the people to do the reschedule and then try to opt in to move them around and then I want you to say oh jason should have like a 15 minute prep break after form back to back those are things that now I know I can prompt them in but can it do it well like before I didn't even know that's what I wanted to prompt for us defragging a calendar and adding break so I can like eat lunch yeah that's the AGI test yeah exactly compassion right I think one thing that yeah we didn't touch on it before butAlessio [00:42:44]: I think was interesting you had this tweet a while ago about prompts should be code and then there were a lot of companies trying to build prompt engineering tooling kind of trying to turn the prompt into a more structured thing what's your thought today now you want to turn the thinking into DAGs like do prompts should still be code any updated ideasJason [00:43:04]: It's the same thing right I think you know with Instructor it is very much like the output model is defined as a code object that code object is sent to the LLM and in return you get a data structure so the outputs of these models I think should also be code objects and the inputs somewhat should be code objects but I think the one thing that instructor tries to do is separate instruction data and the types of the output and beyond that I really just think that most of it should be still like managed pretty closely to the developer like so much of is changing that if you give control of these systems away too early you end up ultimately wanting them back like many companies I know that I reach out or ones were like oh we're going off of the frameworks because now that we know what the business outcomes we're trying to optimize for these frameworks don't work yeah because we do rag but we want to do rag to like sell you supplements or to have you like schedule the fitness appointment the prompts are kind of too baked into the systems to really pull them back out and like start doing upselling or something it's really funny but a lot of it ends up being like once you understand the business outcomes you care way more about the promptSwyx [00:44:07]: Actually this is fun in our prep for this call we were trying to say like what can you as an independent person say that maybe me and Alessio cannot say or me you know someone at a company say what do you think is the market share of the frameworks the LangChain, the LlamaIndex, the everything...Jason [00:44:20]: Oh massive because not everyone wants to care about the code yeah right I think that's a different question to like what is the business model and are they going to be like massively profitable businesses right making hundreds of millions of dollars that feels like so straightforward right because not everyone is a prompt engineer like there's so much productivity to be captured in like back office optim automations right it's not because they care about the prompts that they care about managing these things yeah but those would be sort of low code experiences you yeah I think the bigger challenge is like okay hundred million dollars probably pretty easy it's just time and effort and they have the manpower and the money to sort of solve those problems again if you go the vc route then it's like you're talking about billions and that's really the goal that stuff for me it's like pretty unclear but again that is to say that like I sort of am building things for developers who want to use infrastructure to build their own tooling in terms of the amount of developers there are in the world versus downstream consumers of these things or even just think of how many companies will use like the adobes and the ibms right because they want something that's fully managed and they want something that they know will work and if the incremental 10% requires you to hire another team of 20 people you might not want to do it and I think that kind of organization is really good for uh those are bigger companiesSwyx [00:45:32]: I just want to capture your thoughts on one more thing which is you said you wanted most of the prompts to stay close to the developer and Hamel Husain wrote this post which I really love called f you show me the prompt yeah I think he cites you in one of those part of the blog post and I think ds pi is kind of like the complete antithesis of that which is I think it's interesting because I also hold the strong view that AI is a better prompt engineer than you are and I don't know how to square that wondering if you have thoughtsJason [00:45:58]: I think something like DSPy can work because there are like very short-term metrics to measure success right it is like did you find the pii or like did you write the multi-hop question the correct way but in these workflows that I've been managing a lot of it are we minimizing churn and maximizing retention yeah that's a very long loop it's not really like a uptuna like training loop right like those things are much more harder to capture so we don't actually have those metrics for that right and obviously we can figure out like okay is the summary good but like how do you measure the quality of the summary it's like that feedback loop it ends up being a lot longer and then again when something changes it's really hard to make sure that it works across these like newer models or again like changes to work for the current process like when we migrate from like anthropic to open ai like there's just a ton of change that are like infrastructure related not necessarily around the prompt itself yeah cool any other ai engineering startups that you think should not exist before we wrap up i mean oh my gosh i mean a lot of it again it's just like every time of investors like how does this make a billion dollars like it doesn't i'm gonna go back to just like tweeting and holding my breath underwater yeah like i don't really pay attention too much to most of this like most of the stuff i'm doing is around like the consumer of like llm calls yep i think people just want to move really fast and they will end up pick these vendors but i don't really know if anything has really like blown me out the water like i only trust myself but that's also a function of just being an old man like i think you know many companies are definitely very happy with using most of these tools anyways but i definitely think i occupy a very small space in the engineering ecosystem.Swyx [00:47:41]: Yeah i would say one of the challenges here you know you call about the dealing in the consumer of llm's space i think that's what ai engineering differs from ml engineering and i think a constant disconnect or cognitive dissonance in this field in the ai engineers that have sprung up is that they are not as good as the ml engineers they are not as qualified i think that you know you are someone who has credibility in the mle space and you are also a very authoritative figure in the ai space and i think so and you know i think you've built the de facto leading library i think yours i think instructors should be part of the standard lib even though i try to not use it like i basically also end up rebuilding instructor right like that's a lot of the back and forth that we had over the past two days i think that's the fundamental thing that we're trying to figure out like there's very small supply of MLEs not everyone's going to have that experience that you had but the global demand for AI is going to far outstrip the existing MLEs.Jason [00:48:36]: So what do we do do we force everyone to go through the standard MLE curriculum or do we make a new one? I'

Our next 2 big events are AI UX and the World's Fair. Join and apply to speak/sponsor!Due to timing issues we didn't have an interview episode to share with you this week, but not to worry, we have more than enough “weekend special” content in the backlog for you to get your Latent Space fix, whether you like thinking about the big picture, or learning more about the pod behind the scenes, or talking Groq and GPUs, or AI Leadership, or Personal AI. Enjoy!AI BreakdownThe indefatigable NLW had us back on his show for an update on the Four Wars, covering Sora, Suno, and the reshaped GPT-4 Class Landscape:and a longer segment on AI Engineering trends covering the future LLM landscape (Llama 3, GPT-5, Gemini 2, Claude 4), Open Source Models (Mistral, Grok), Apple and Meta's AI strategy, new chips (Groq, MatX) and the general movement from baby AGIs to vertical Agents:Thursday Nights in AIWe're also including swyx's interview with Josh Albrecht and Ali Rohde to reintroduce swyx and Latent Space to a general audience, and engage in some spicy Q&A:Dylan Patel on GroqWe hosted a private event with Dylan Patel of SemiAnalysis (our last pod here):Not all of it could be released so we just talked about our Groq estimates:Milind Naphade - Capital OneIn relation to conversations at NeurIPS and Nvidia GTC and upcoming at World's Fair, we also enjoyed chatting with Milind Naphade about his AI Leadership work at IBM, Cisco, Nvidia, and now leading the AI Foundations org at Capital One. We covered:* Milind's learnings from ~25 years in machine learning * His first paper citation was 24 years ago* Lessons from working with Jensen Huang for 6 years and being CTO of Metropolis * Thoughts on relevant AI research* GTC takeaways and what makes NVIDIA specialIf you'd like to work on building solutions rather than platform (as Milind put it), his Applied AI Research team at Capital One is hiring, which falls under the Capital One Tech team.Personal AI MeetupIt all started with a meme:Within days of each other, BEE, FRIEND, EmilyAI, Compass, Nox and LangFriend were all launching personal AI wearables and assistants. So we decided to put together a the world's first Personal AI meetup featuring creators and enthusiasts of wearables. The full video is live now, with full show notes within.Timestamps* [00:01:13] AI Breakdown Part 1* [00:02:20] Four Wars* [00:13:45] Sora* [00:15:12] Suno* [00:16:34] The GPT-4 Class Landscape* [00:17:03] Data War: Reddit x Google* [00:21:53] Gemini 1.5 vs Claude 3* [00:26:58] AI Breakdown Part 2* [00:27:33] Next Frontiers: Llama 3, GPT-5, Gemini 2, Claude 4* [00:31:11] Open Source Models - Mistral, Grok* [00:34:13] Apple MM1* [00:37:33] Meta's $800b AI rebrand* [00:39:20] AI Engineer landscape - from baby AGIs to vertical Agents* [00:47:28] Adept episode - Screen Multimodality* [00:48:54] Top Model Research from January Recap* [00:53:08] AI Wearables* [00:57:26] Groq vs Nvidia month - GPU Chip War* [01:00:31] Disagreements* [01:02:08] Summer 2024 Predictions* [01:04:18] Thursday Nights in AI - swyx* [01:33:34] Dylan Patel - Semianalysis + Latent Space Live Show* [01:34:58] GroqTranscript[00:00:00] swyx: Welcome to the Latent Space Podcast Weekend Edition. This is Charlie, your AI co host. Swyx and Alessio are off for the week, making more great content. We have exciting interviews coming up with Elicit, Chroma, Instructor, and our upcoming series on NSFW, Not Safe for Work AI. In today's episode, we're collating some of Swyx and Alessio's recent appearances, all in one place for you to find.[00:00:32] swyx: In part one, we have our first crossover pod of the year. In our listener survey, several folks asked for more thoughts from our two hosts. In 2023, Swyx and Alessio did crossover interviews with other great podcasts like the AI Breakdown, Practical AI, Cognitive Revolution, Thursday Eye, and Chinatalk, all of which you can find in the Latentspace About page.[00:00:56] swyx: NLW of the AI Breakdown asked us back to do a special on the 4Wars framework and the AI engineer scene. We love AI Breakdown as one of the best examples Daily podcasts to keep up on AI news, so we were especially excited to be back on Watch out and take[00:01:12] NLW: care[00:01:13] AI Breakdown Part 1[00:01:13] NLW: today on the AI breakdown. Part one of my conversation with Alessio and Swix from Latent Space.[00:01:19] NLW: All right, fellas, welcome back to the AI Breakdown. How are you doing? I'm good. Very good. With the last, the last time we did this show, we were like, oh yeah, let's do check ins like monthly about all the things that are going on and then. Of course, six months later, and, you know, the, the, the world has changed in a thousand ways.[00:01:36] NLW: It's just, it's too busy to even, to even think about podcasting sometimes. But I, I'm super excited to, to be chatting with you again. I think there's, there's a lot to, to catch up on, just to tap in, I think in the, you know, in the beginning of 2024. And, and so, you know, we're gonna talk today about just kind of a, a, a broad sense of where things are in some of the key battles in the AI space.[00:01:55] NLW: And then the, you know, one of the big things that I, that I'm really excited to have you guys on here for us to talk about where, sort of what patterns you're seeing and what people are actually trying to build, you know, where, where developers are spending their, their time and energy and, and, and any sort of, you know, trend trends there, but maybe let's start I guess by checking in on a framework that you guys actually introduced, which I've loved and I've cribbed a couple of times now, which is this sort of four wars of the, of the AI stack.[00:02:20] Four Wars[00:02:20] NLW: Because first, since I have you here, I'd love, I'd love to hear sort of like where that started gelling. And then and then maybe we can get into, I think a couple of them that are you know, particularly interesting, you know, in the, in light of[00:02:30] swyx: some recent news. Yeah, so maybe I'll take this one. So the four wars is a framework that I came up around trying to recap all of 2023.[00:02:38] swyx: I tried to write sort of monthly recap pieces. And I was trying to figure out like what makes one piece of news last longer than another or more significant than another. And I think it's basically always around battlegrounds. Wars are fought around limited resources. And I think probably the, you know, the most limited resource is talent, but the talent expresses itself in a number of areas.[00:03:01] swyx: And so I kind of focus on those, those areas at first. So the four wars that we cover are the data wars, the GPU rich, poor war, the multi modal war, And the RAG and Ops War. And I think you actually did a dedicated episode to that, so thanks for covering that. Yeah, yeah.[00:03:18] NLW: Not only did I do a dedicated episode, I actually used that.[00:03:22] NLW: I can't remember if I told you guys. I did give you big shoutouts. But I used it as a framework for a presentation at Intel's big AI event that they hold each year, where they have all their folks who are working on AI internally. And it totally resonated. That's amazing. Yeah, so, so, what got me thinking about it again is specifically this inflection news that we recently had, this sort of, you know, basically, I can't imagine that anyone who's listening wouldn't have thought about it, but, you know, inflection is a one of the big contenders, right?[00:03:53] NLW: I think probably most folks would have put them, you know, just a half step behind the anthropics and open AIs of the world in terms of labs, but it's a company that raised 1. 3 billion last year, less than a year ago. Reed Hoffman's a co founder Mustafa Suleyman, who's a co founder of DeepMind, you know, so it's like, this is not a a small startup, let's say, at least in terms of perception.[00:04:13] NLW: And then we get the news that basically most of the team, it appears, is heading over to Microsoft and they're bringing in a new CEO. And you know, I'm interested in, in, in kind of your take on how much that reflects, like hold aside, I guess, you know, all the other things that it might be about, how much it reflects this sort of the, the stark.[00:04:32] NLW: Brutal reality of competing in the frontier model space right now. And, you know, just the access to compute.[00:04:38] Alessio: There are a lot of things to say. So first of all, there's always somebody who's more GPU rich than you. So inflection is GPU rich by startup standard. I think about 22, 000 H100s, but obviously that pales compared to the, to Microsoft.[00:04:55] Alessio: The other thing is that this is probably good news, maybe for the startups. It's like being GPU rich, it's not enough. You know, like I think they were building something pretty interesting in, in pi of their own model of their own kind of experience. But at the end of the day, you're the interface that people consume as end users.[00:05:13] Alessio: It's really similar to a lot of the others. So and we'll tell, talk about GPT four and cloud tree and all this stuff. GPU poor, doing something. That the GPU rich are not interested in, you know we just had our AI center of excellence at Decibel and one of the AI leads at one of the big companies was like, Oh, we just saved 10 million and we use these models to do a translation, you know, and that's it.[00:05:39] Alessio: It's not, it's not a GI, it's just translation. So I think like the inflection part is maybe. A calling and a waking to a lot of startups then say, Hey, you know, trying to get as much capital as possible, try and get as many GPUs as possible. Good. But at the end of the day, it doesn't build a business, you know, and maybe what inflection I don't, I don't, again, I don't know the reasons behind the inflection choice, but if you say, I don't want to build my own company that has 1.[00:06:05] Alessio: 3 billion and I want to go do it at Microsoft, it's probably not a resources problem. It's more of strategic decisions that you're making as a company. So yeah, that was kind of my. I take on it.[00:06:15] swyx: Yeah, and I guess on my end, two things actually happened yesterday. It was a little bit quieter news, but Stability AI had some pretty major departures as well.[00:06:25] swyx: And you may not be considering it, but Stability is actually also a GPU rich company in the sense that they were the first new startup in this AI wave to brag about how many GPUs that they have. And you should join them. And you know, Imadis is definitely a GPU trader in some sense from his hedge fund days.[00:06:43] swyx: So Robin Rhombach and like the most of the Stable Diffusion 3 people left Stability yesterday as well. So yesterday was kind of like a big news day for the GPU rich companies, both Inflection and Stability having sort of wind taken out of their sails. I think, yes, it's a data point in the favor of Like, just because you have the GPUs doesn't mean you can, you automatically win.[00:07:03] swyx: And I think, you know, kind of I'll echo what Alessio says there. But in general also, like, I wonder if this is like the start of a major consolidation wave, just in terms of, you know, I think that there was a lot of funding last year and, you know, the business models have not been, you know, All of these things worked out very well.[00:07:19] swyx: Even inflection couldn't do it. And so I think maybe that's the start of a small consolidation wave. I don't think that's like a sign of AI winter. I keep looking for AI winter coming. I think this is kind of like a brief cold front. Yeah,[00:07:34] NLW: it's super interesting. So I think a bunch of A bunch of stuff here.[00:07:38] NLW: One is, I think, to both of your points, there, in some ways, there, there had already been this very clear demarcation between these two sides where, like, the GPU pores, to use the terminology, like, just weren't trying to compete on the same level, right? You know, the vast majority of people who have started something over the last year, year and a half, call it, were racing in a different direction.[00:07:59] NLW: They're trying to find some edge somewhere else. They're trying to build something different. If they're, if they're really trying to innovate, it's in different areas. And so it's really just this very small handful of companies that are in this like very, you know, it's like the coheres and jaspers of the world that like this sort of, you know, that are that are just sort of a little bit less resourced than, you know, than the other set that I think that this potentially even applies to, you know, everyone else that could clearly demarcate it into these two, two sides.[00:08:26] NLW: And there's only a small handful kind of sitting uncomfortably in the middle, perhaps. Let's, let's come back to the idea of, of the sort of AI winter or, you know, a cold front or anything like that. So this is something that I, I spent a lot of time kind of thinking about and noticing. And my perception is that The vast majority of the folks who are trying to call for sort of, you know, a trough of disillusionment or, you know, a shifting of the phase to that are people who either, A, just don't like AI for some other reason there's plenty of that, you know, people who are saying, You Look, they're doing way worse than they ever thought.[00:09:03] NLW: You know, there's a lot of sort of confirmation bias kind of thing going on. Or two, media that just needs a different narrative, right? Because they're sort of sick of, you know, telling the same story. Same thing happened last summer, when every every outlet jumped on the chat GPT at its first down month story to try to really like kind of hammer this idea that that the hype was too much.[00:09:24] NLW: Meanwhile, you have, you know, just ridiculous levels of investment from enterprises, you know, coming in. You have, you know, huge, huge volumes of, you know, individual behavior change happening. But I do think that there's nothing incoherent sort of to your point, Swyx, about that and the consolidation period.[00:09:42] NLW: Like, you know, if you look right now, for example, there are, I don't know, probably 25 or 30 credible, like, build your own chatbot. platforms that, you know, a lot of which have, you know, raised funding. There's no universe in which all of those are successful across, you know, even with a, even, even with a total addressable market of every enterprise in the world, you know, you're just inevitably going to see some amount of consolidation.[00:10:08] NLW: Same with, you know, image generators. There are, if you look at A16Z's top 50 consumer AI apps, just based on, you know, web traffic or whatever, they're still like I don't know, a half. Dozen or 10 or something, like, some ridiculous number of like, basically things like Midjourney or Dolly three. And it just seems impossible that we're gonna have that many, you know, ultimately as, as, as sort of, you know, going, going concerned.[00:10:33] NLW: So, I don't know. I, I, I think that the, there will be inevitable consolidation 'cause you know. It's, it's also what kind of like venture rounds are supposed to do. You're not, not everyone who gets a seed round is supposed to get to series A and not everyone who gets a series A is supposed to get to series B.[00:10:46] NLW: That's sort of the natural process. I think it will be tempting for a lot of people to try to infer from that something about AI not being as sort of big or as as sort of relevant as, as it was hyped up to be. But I, I kind of think that's the wrong conclusion to come to.[00:11:02] Alessio: I I would say the experimentation.[00:11:04] Alessio: Surface is a little smaller for image generation. So if you go back maybe six, nine months, most people will tell you, why would you build a coding assistant when like Copilot and GitHub are just going to win everything because they have the data and they have all the stuff. If you fast forward today, A lot of people use Cursor everybody was excited about the Devin release on Twitter.[00:11:26] Alessio: There are a lot of different ways of attacking the market that are not completion of code in the IDE. And even Cursors, like they evolved beyond single line to like chat, to do multi line edits and, and all that stuff. Image generation, I would say, yeah, as a, just as from what I've seen, like maybe the product innovation has slowed down at the UX level and people are improving the models.[00:11:50] Alessio: So the race is like, how do I make better images? It's not like, how do I make the user interact with the generation process better? And that gets tough, you know? It's hard to like really differentiate yourselves. So yeah, that's kind of how I look at it. And when we think about multimodality, maybe the reason why people got so excited about Sora is like, oh, this is like a completely It's not a better image model.[00:12:13] Alessio: This is like a completely different thing, you know? And I think the creative mind It's always looking for something that impacts the viewer in a different way, you know, like they really want something different versus the developer mind. It's like, Oh, I, I just, I have this like very annoying thing I want better.[00:12:32] Alessio: I have this like very specific use cases that I want to go after. So it's just different. And that's why you see a lot more companies in image generation. But I agree with you that. If you fast forward there, there's not going to be 10 of them, you know, it's probably going to be one or[00:12:46] swyx: two. Yeah, I mean, to me, that's why I call it a war.[00:12:49] swyx: Like, individually, all these companies can make a story that kind of makes sense, but collectively, they cannot all be true. Therefore, they all, there is some kind of fight over limited resources here. Yeah, so[00:12:59] NLW: it's interesting. We wandered very naturally into sort of another one of these wars, which is the multimodality kind of idea, which is, you know, basically a question of whether it's going to be these sort of big everything models that end up winning or whether, you know, you're going to have really specific things, you know, like something, you know, Dolly 3 inside of sort of OpenAI's larger models versus, you know, a mid journey or something like that.[00:13:24] NLW: And at first, you know, I was kind of thinking like, For most of the last, call it six months or whatever, it feels pretty definitively both and in some ways, you know, and that you're, you're seeing just like great innovation on sort of the everything models, but you're also seeing lots and lots happen at sort of the level of kind of individual use cases.[00:13:45] Sora[00:13:45] NLW: But then Sora comes along and just like obliterates what I think anyone thought you know, where we were when it comes to video generation. So how are you guys thinking about this particular battle or war at the moment?[00:13:59] swyx: Yeah, this was definitely a both and story, and Sora tipped things one way for me, in terms of scale being all you need.[00:14:08] swyx: And the benefit, I think, of having multiple models being developed under one roof. I think a lot of people aren't aware that Sora was developed in a similar fashion to Dolly 3. And Dolly3 had a very interesting paper out where they talked about how they sort of bootstrapped their synthetic data based on GPT 4 vision and GPT 4.[00:14:31] swyx: And, and it was just all, like, really interesting, like, if you work on one modality, it enables you to work on other modalities, and all that is more, is, is more interesting. I think it's beneficial if it's all in the same house, whereas the individual startups who don't, who sort of carve out a single modality and work on that, definitely won't have the state of the art stuff on helping them out on synthetic data.[00:14:52] swyx: So I do think like, The balance is tilted a little bit towards the God model companies, which is challenging for the, for the, for the the sort of dedicated modality companies. But everyone's carving out different niches. You know, like we just interviewed Suno ai, the sort of music model company, and, you know, I don't see opening AI pursuing music anytime soon.[00:15:12] Suno[00:15:12] swyx: Yeah,[00:15:13] NLW: Suno's been phenomenal to play with. Suno has done that rare thing where, which I think a number of different AI product categories have done, where people who don't consider themselves particularly interested in doing the thing that the AI enables find themselves doing a lot more of that thing, right?[00:15:29] NLW: Like, it'd be one thing if Just musicians were excited about Suno and using it but what you're seeing is tons of people who just like music all of a sudden like playing around with it and finding themselves kind of down that rabbit hole, which I think is kind of like the highest compliment that you can give one of these startups at the[00:15:45] swyx: early days of it.[00:15:46] swyx: Yeah, I, you know, I, I asked them directly, you know, in the interview about whether they consider themselves mid journey for music. And he had a more sort of nuanced response there, but I think that probably the business model is going to be very similar because he's focused on the B2C element of that. So yeah, I mean, you know, just to, just to tie back to the question about, you know, You know, large multi modality companies versus small dedicated modality companies.[00:16:10] swyx: Yeah, highly recommend people to read the Sora blog posts and then read through to the Dali blog posts because they, they strongly correlated themselves with the same synthetic data bootstrapping methods as Dali. And I think once you make those connections, you're like, oh, like it, it, it is beneficial to have multiple state of the art models in house that all help each other.[00:16:28] swyx: And these, this, that's the one thing that a dedicated modality company cannot do.[00:16:34] The GPT-4 Class Landscape[00:16:34] NLW: So I, I wanna jump, I wanna kind of build off that and, and move into the sort of like updated GPT-4 class landscape. 'cause that's obviously been another big change over the last couple months. But for the sake of completeness, is there anything that's worth touching on with with sort of the quality?[00:16:46] NLW: Quality data or sort of a rag ops wars just in terms of, you know, anything that's changed, I guess, for you fundamentally in the last couple of months about where those things stand.[00:16:55] swyx: So I think we're going to talk about rag for the Gemini and Clouds discussion later. And so maybe briefly discuss the data piece.[00:17:03] Data War: Reddit x Google[00:17:03] swyx: I think maybe the only new thing was this Reddit deal with Google for like a 60 million dollar deal just ahead of their IPO, very conveniently turning Reddit into a AI data company. Also, very, very interestingly, a non exclusive deal, meaning that Reddit can resell that data to someone else. And it probably does become table stakes.[00:17:23] swyx: A lot of people don't know, but a lot of the web text dataset that originally started for GPT 1, 2, and 3 was actually scraped from GitHub. from Reddit at least the sort of vote scores. And I think, I think that's a, that's a very valuable piece of information. So like, yeah, I think people are figuring out how to pay for data.[00:17:40] swyx: People are suing each other over data. This, this, this war is, you know, definitely very, very much heating up. And I don't think, I don't see it getting any less intense. I, you know, next to GPUs, data is going to be the most expensive thing in, in a model stack company. And. You know, a lot of people are resorting to synthetic versions of it, which may or may not be kosher based on how far along or how commercially blessed the, the forms of creating that synthetic data are.[00:18:11] swyx: I don't know if Alessio, you have any other interactions with like Data source companies, but that's my two cents.[00:18:17] Alessio: Yeah yeah, I actually saw Quentin Anthony from Luther. ai at GTC this week. He's also been working on this. I saw Technium. He's also been working on the data side. I think especially in open source, people are like, okay, if everybody is putting the gates up, so to speak, to the data we need to make it easier for people that don't have 50 million a year to get access to good data sets.[00:18:38] Alessio: And Jensen, at his keynote, he did talk about synthetic data a little bit. So I think that's something that we'll definitely hear more and more of in the enterprise, which never bodes well, because then all the, all the people with the data are like, Oh, the enterprises want to pay now? Let me, let me put a pay here stripe link so that they can give me 50 million.[00:18:57] Alessio: But it worked for Reddit. I think the stock is up. 40 percent today after opening. So yeah, I don't know if it's all about the Google deal, but it's obviously Reddit has been one of those companies where, hey, you got all this like great community, but like, how are you going to make money? And like, they try to sell the avatars.[00:19:15] Alessio: I don't know if that it's a great business for them. The, the data part sounds as an investor, you know, the data part sounds a lot more interesting than, than consumer[00:19:25] swyx: cosmetics. Yeah, so I think, you know there's more questions around data you know, I think a lot of people are talking about the interview that Mira Murady did with the Wall Street Journal, where she, like, just basically had no, had no good answer for where they got the data for Sora.[00:19:39] swyx: I, I think this is where, you know, there's, it's in nobody's interest to be transparent about data, and it's, it's kind of sad for the state of ML and the state of AI research but it is what it is. We, we have to figure this out as a society, just like we did for music and music sharing. You know, in, in sort of the Napster to Spotify transition, and that might take us a decade.[00:19:59] swyx: Yeah, I[00:20:00] NLW: do. I, I agree. I think, I think that you're right to identify it, not just as that sort of technical problem, but as one where society has to have a debate with itself. Because I think that there's, if you rationally within it, there's Great kind of points on all side, not to be the sort of, you know, person who sits in the middle constantly, but it's why I think a lot of these legal decisions are going to be really important because, you know, the job of judges is to listen to all this stuff and try to come to things and then have other judges disagree.[00:20:24] NLW: And, you know, and have the rest of us all debate at the same time. By the way, as a total aside, I feel like the synthetic data right now is like eggs in the 80s and 90s. Like, whether they're good for you or bad for you, like, you know, we, we get one study that's like synthetic data, you know, there's model collapse.[00:20:42] NLW: And then we have like a hint that llama, you know, to the most high performance version of it, which was one they didn't release was trained on synthetic data. So maybe it's good. It's like, I just feel like every, every other week I'm seeing something sort of different about whether it's a good or bad for, for these models.[00:20:56] swyx: Yeah. The branding of this is pretty poor. I would kind of tell people to think about it like cholesterol. There's good cholesterol, bad cholesterol. And you can have, you know, good amounts of both. But at this point, it is absolutely without a doubt that most large models from here on out will all be trained as some kind of synthetic data and that is not a bad thing.[00:21:16] swyx: There are ways in which you can do it poorly. Whether it's commercial, you know, in terms of commercial sourcing or in terms of the model performance. But it's without a doubt that good synthetic data is going to help your model. And this is just a question of like where to obtain it and what kinds of synthetic data are valuable.[00:21:36] swyx: You know, if even like alpha geometry, you know, was, was a really good example from like earlier this year.[00:21:42] NLW: If you're using the cholesterol analogy, then my, then my egg thing can't be that far off. Let's talk about the sort of the state of the art and the, and the GPT 4 class landscape and how that's changed.[00:21:53] Gemini 1.5 vs Claude 3[00:21:53] NLW: Cause obviously, you know, sort of the, the two big things or a couple of the big things that have happened. Since we last talked, we're one, you know, Gemini first announcing that a model was coming and then finally it arriving, and then very soon after a sort of a different model arriving from Gemini and and Cloud three.[00:22:11] NLW: So I guess, you know, I'm not sure exactly where the right place to start with this conversation is, but, you know, maybe very broadly speaking which of these do you think have made a bigger impact? Thank you.[00:22:20] Alessio: Probably the one you can use, right? So, Cloud. Well, I'm sure Gemini is going to be great once they let me in, but so far I haven't been able to.[00:22:29] Alessio: I use, so I have this small podcaster thing that I built for our podcast, which does chapters creation, like named entity recognition, summarization, and all of that. Cloud Tree is, Better than GPT 4. Cloud2 was unusable. So I use GPT 4 for everything. And then when Opus came out, I tried them again side by side and I posted it on, on Twitter as well.[00:22:53] Alessio: Cloud is better. It's very good, you know, it's much better, it seems to me, it's much better than GPT 4 at doing writing that is more, you know, I don't know, it just got good vibes, you know, like the GPT 4 text, you can tell it's like GPT 4, you know, it's like, it always uses certain types of words and phrases and, you know, maybe it's just me because I've now done it for, you know, So, I've read like 75, 80 generations of these things next to each other.[00:23:21] Alessio: Clutter is really good. I know everybody is freaking out on twitter about it, my only experience of this is much better has been on the podcast use case. But I know that, you know, Quran from from News Research is a very big opus pro, pro opus person. So, I think that's also It's great to have people that actually care about other models.[00:23:40] Alessio: You know, I think so far to a lot of people, maybe Entropic has been the sibling in the corner, you know, it's like Cloud releases a new model and then OpenAI releases Sora and like, you know, there are like all these different things, but yeah, the new models are good. It's interesting.[00:23:55] NLW: My my perception is definitely that just, just observationally, Cloud 3 is certainly the first thing that I've seen where lots of people.[00:24:06] NLW: They're, no one's debating evals or anything like that. They're talking about the specific use cases that they have, that they used to use chat GPT for every day, you know, day in, day out, that they've now just switched over. And that has, I think, shifted a lot of the sort of like vibe and sentiment in the space too.[00:24:26] NLW: And I don't necessarily think that it's sort of a A like full you know, sort of full knock. Let's put it this way. I think it's less bad for open AI than it is good for anthropic. I think that because GPT 5 isn't there, people are not quite willing to sort of like, you know get overly critical of, of open AI, except in so far as they're wondering where GPT 5 is.[00:24:46] NLW: But I do think that it makes, Anthropic look way more credible as a, as a, as a player, as a, you know, as a credible sort of player, you know, as opposed to to, to where they were.[00:24:57] Alessio: Yeah. And I would say the benchmarks veil is probably getting lifted this year. I think last year. People were like, okay, this is better than this on this benchmark, blah, blah, blah, because maybe they did not have a lot of use cases that they did frequently.[00:25:11] Alessio: So it's hard to like compare yourself. So you, you defer to the benchmarks. I think now as we go into 2024, a lot of people have started to use these models from, you know, from very sophisticated things that they run in production to some utility that they have on their own. Now they can just run them side by side.[00:25:29] Alessio: And it's like, Hey, I don't care that like. The MMLU score of Opus is like slightly lower than GPT 4. It just works for me, you know, and I think that's the same way that traditional software has been used by people, right? Like you just strive for yourself and like, which one does it work, works best for you?[00:25:48] Alessio: Like nobody looks at benchmarks outside of like sales white papers, you know? And I think it's great that we're going more in that direction. We have a episode with Adapt coming out this weekend. I'll and some of their model releases, they specifically say, We do not care about benchmarks, so we didn't put them in, you know, because we, we don't want to look good on them.[00:26:06] Alessio: We just want the product to work. And I think more and more people will, will[00:26:09] swyx: go that way. Yeah. I I would say like, it does take the wind out of the sails for GPT 5, which I know where, you know, Curious about later on. I think anytime you put out a new state of the art model, you have to break through in some way.[00:26:21] swyx: And what Claude and Gemini have done is effectively take away any advantage to saying that you have a million token context window. Now everyone's just going to be like, Oh, okay. Now you just match the other two guys. And so that puts An insane amount of pressure on what gpt5 is going to be because it's just going to have like the only option it has now because all the other models are multimodal all the other models are long context all the other models have perfect recall gpt5 has to match everything and do more to to not be a flop[00:26:58] AI Breakdown Part 2[00:26:58] NLW: hello friends back again with part two if you haven't heard part one of this conversation i suggest you go check it out but to be honest they are kind of actually separable In this conversation, we get into a topic that I think Alessio and Swyx are very well positioned to discuss, which is what developers care about right now, what people are trying to build around.[00:27:16] NLW: I honestly think that one of the best ways to see the future in an industry like AI is to try to dig deep on what developers and entrepreneurs are attracted to build, even if it hasn't made it to the news pages yet. So consider this your preview of six months from now, and let's dive in. Let's bring it to the GPT 5 conversation.[00:27:33] Next Frontiers: Llama 3, GPT-5, Gemini 2, Claude 4[00:27:33] NLW: I mean, so, so I think that that's a great sort of assessment of just how the stakes have been raised, you know is your, I mean, so I guess maybe, maybe I'll, I'll frame this less as a question, just sort of something that, that I, that I've been watching right now, the only thing that makes sense to me with how.[00:27:50] NLW: Fundamentally unbothered and unstressed OpenAI seems about everything is that they're sitting on something that does meet all that criteria, right? Because, I mean, even in the Lex Friedman interview that, that Altman recently did, you know, he's talking about other things coming out first. He's talking about, he's just like, he, listen, he, he's good and he could play nonchalant, you know, if he wanted to.[00:28:13] NLW: So I don't want to read too much into it, but. You know, they've had so long to work on this, like unless that we are like really meaningfully running up against some constraint, it just feels like, you know, there's going to be some massive increase, but I don't know. What do you guys think?[00:28:28] swyx: Hard to speculate.[00:28:29] swyx: You know, at this point, they're, they're pretty good at PR and they're not going to tell you anything that they don't want to. And he can tell you one thing and change their minds the next day. So it's, it's, it's really, you know, I've always said that model version numbers are just marketing exercises, like they have something and it's always improving and at some point you just cut it and decide to call it GPT 5.[00:28:50] swyx: And it's more just about defining an arbitrary level at which they're ready and it's up to them on what ready means. We definitely did see some leaks on GPT 4. 5, as I think a lot of people reported and I'm not sure if you covered it. So it seems like there might be an intermediate release. But I did feel, coming out of the Lex Friedman interview, that GPT 5 was nowhere near.[00:29:11] swyx: And you know, it was kind of a sharp contrast to Sam talking at Davos in February, saying that, you know, it was his top priority. So I find it hard to square. And honestly, like, there's also no point Reading too much tea leaves into what any one person says about something that hasn't happened yet or has a decision that hasn't been taken yet.[00:29:31] swyx: Yeah, that's, that's my 2 cents about it. Like, calm down, let's just build .[00:29:35] Alessio: Yeah. The, the February rumor was that they were gonna work on AI agents, so I don't know, maybe they're like, yeah,[00:29:41] swyx: they had two agent two, I think two agent projects, right? One desktop agent and one sort of more general yeah, sort of GPTs like agent and then Andre left, so he was supposed to be the guy on that.[00:29:52] swyx: What did Andre see? What did he see? I don't know. What did he see?[00:29:56] Alessio: I don't know. But again, it's just like the rumors are always floating around, you know but I think like, this is, you know, we're not going to get to the end of the year without Jupyter you know, that's definitely happening. I think the biggest question is like, are Anthropic and Google.[00:30:13] Alessio: Increasing the pace, you know, like it's the, it's the cloud four coming out like in 12 months, like nine months. What's the, what's the deal? Same with Gemini. They went from like one to 1. 5 in like five days or something. So when's Gemini 2 coming out, you know, is that going to be soon? I don't know.[00:30:31] Alessio: There, there are a lot of, speculations, but the good thing is that now you can see a world in which OpenAI doesn't rule everything. You know, so that, that's the best, that's the best news that everybody got, I would say.[00:30:43] swyx: Yeah, and Mistral Large also dropped in the last month. And, you know, not as, not quite GPT 4 class, but very good from a new startup.[00:30:52] swyx: So yeah, we, we have now slowly changed in landscape, you know. In my January recap, I was complaining that nothing's changed in the landscape for a long time. But now we do exist in a world, sort of a multipolar world where Cloud and Gemini are legitimate challengers to GPT 4 and hopefully more will emerge as well hopefully from meta.[00:31:11] Open Source Models - Mistral, Grok[00:31:11] NLW: So speak, let's actually talk about sort of the open source side of this for a minute. So Mistral Large, notable because it's, it's not available open source in the same way that other things are, although I think my perception is that the community has largely given them Like the community largely recognizes that they want them to keep building open source stuff and they have to find some way to fund themselves that they're going to do that.[00:31:27] NLW: And so they kind of understand that there's like, they got to figure out how to eat, but we've got, so, you know, there there's Mistral, there's, I guess, Grok now, which is, you know, Grok one is from, from October is, is open[00:31:38] swyx: sourced at, yeah. Yeah, sorry, I thought you thought you meant Grok the chip company.[00:31:41] swyx: No, no, no, yeah, you mean Twitter Grok.[00:31:43] NLW: Although Grok the chip company, I think is even more interesting in some ways, but and then there's the, you know, obviously Llama3 is the one that sort of everyone's wondering about too. And, you know, my, my sense of that, the little bit that, you know, Zuckerberg was talking about Llama 3 earlier this year, suggested that, at least from an ambition standpoint, he was not thinking about how do I make sure that, you know, meta content, you know, keeps, keeps the open source thrown, you know, vis a vis Mistral.[00:32:09] NLW: He was thinking about how you go after, you know, how, how he, you know, releases a thing that's, you know, every bit as good as whatever OpenAI is on at that point.[00:32:16] Alessio: Yeah. From what I heard in the hallways at, at GDC, Llama 3, the, the biggest model will be, you 260 to 300 billion parameters, so that that's quite large.[00:32:26] Alessio: That's not an open source model. You know, you cannot give people a 300 billion parameters model and ask them to run it. You know, it's very compute intensive. So I think it is, it[00:32:35] swyx: can be open source. It's just, it's going to be difficult to run, but that's a separate question.[00:32:39] Alessio: It's more like, as you think about what they're doing it for, you know, it's not like empowering the person running.[00:32:45] Alessio: llama. On, on their laptop, it's like, oh, you can actually now use this to go after open AI, to go after Anthropic, to go after some of these companies at like the middle complexity level, so to speak. Yeah. So obviously, you know, we estimate Gentala on the podcast, they're doing a lot here, they're making PyTorch better.[00:33:03] Alessio: You know, they want to, that's kind of like maybe a little bit of a shorted. Adam Bedia, in a way, trying to get some of the CUDA dominance out of it. Yeah, no, it's great. The, I love the duck destroying a lot of monopolies arc. You know, it's, it's been very entertaining. Let's bridge[00:33:18] NLW: into the sort of big tech side of this, because this is obviously like, so I think actually when I did my episode, this was one of the I added this as one of as an additional war that, that's something that I'm paying attention to.[00:33:29] NLW: So we've got Microsoft's moves with inflection, which I think pretend, potentially are being read as A shift vis a vis the relationship with OpenAI, which also the sort of Mistral large relationship seems to reinforce as well. We have Apple potentially entering the race, finally, you know, giving up Project Titan and and, and kind of trying to spend more effort on this.[00:33:50] NLW: Although, Counterpoint, we also have them talking about it, or there being reports of a deal with Google, which, you know, is interesting to sort of see what their strategy there is. And then, you know, Meta's been largely quiet. We kind of just talked about the main piece, but, you know, there's, and then there's spoilers like Elon.[00:34:07] NLW: I mean, you know, what, what of those things has sort of been most interesting to you guys as you think about what's going to shake out for the rest of this[00:34:13] Apple MM1[00:34:13] swyx: year? I'll take a crack. So the reason we don't have a fifth war for the Big Tech Wars is that's one of those things where I just feel like we don't cover differently from other media channels, I guess.[00:34:26] swyx: Sure, yeah. In our anti interestness, we actually say, like, we try not to cover the Big Tech Game of Thrones, or it's proxied through Twitter. You know, all the other four wars anyway, so there's just a lot of overlap. Yeah, I think absolutely, personally, the most interesting one is Apple entering the race.[00:34:41] swyx: They actually released, they announced their first large language model that they trained themselves. It's like a 30 billion multimodal model. People weren't that impressed, but it was like the first time that Apple has kind of showcased that, yeah, we're training large models in house as well. Of course, like, they might be doing this deal with Google.[00:34:57] swyx: I don't know. It sounds very sort of rumor y to me. And it's probably, if it's on device, it's going to be a smaller model. So something like a Jemma. It's going to be smarter autocomplete. I don't know what to say. I'm still here dealing with, like, Siri, which hasn't, probably hasn't been updated since God knows when it was introduced.[00:35:16] swyx: It's horrible. I, you know, it, it, it makes me so angry. So I, I, one, as an Apple customer and user, I, I'm just hoping for better AI on Apple itself. But two, they are the gold standard when it comes to local devices, personal compute and, and trust, like you, you trust them with your data. And. I think that's what a lot of people are looking for in AI, that they have, they love the benefits of AI, they don't love the downsides, which is that you have to send all your data to some cloud somewhere.[00:35:45] swyx: And some of this data that we're going to feed AI is just the most personal data there is. So Apple being like one of the most trusted personal data companies, I think it's very important that they enter the AI race, and I hope to see more out of them.[00:35:58] Alessio: To me, the, the biggest question with the Google deal is like, who's paying who?[00:36:03] Alessio: Because for the browsers, Google pays Apple like 18, 20 billion every year to be the default browser. Is Google going to pay you to have Gemini or is Apple paying Google to have Gemini? I think that's, that's like what I'm most interested to figure out because with the browsers, it's like, it's the entry point to the thing.[00:36:21] Alessio: So it's really valuable to be the default. That's why Google pays. But I wonder if like the perception in AI is going to be like, Hey. You just have to have a good local model on my phone to be worth me purchasing your device. And that was, that's kind of drive Apple to be the one buying the model. But then, like Shawn said, they're doing the MM1 themselves.[00:36:40] Alessio: So are they saying we do models, but they're not as good as the Google ones? I don't know. The whole thing is, it's really confusing, but. It makes for great meme material on on Twitter.[00:36:51] swyx: Yeah, I mean, I think, like, they are possibly more than OpenAI and Microsoft and Amazon. They are the most full stack company there is in computing, and so, like, they own the chips, man.[00:37:05] swyx: Like, they manufacture everything so if, if, if there was a company that could do that. You know, seriously challenge the other AI players. It would be Apple. And it's, I don't think it's as hard as self driving. So like maybe they've, they've just been investing in the wrong thing this whole time. We'll see.[00:37:21] swyx: Wall Street certainly thinks[00:37:22] NLW: so. Wall Street loved that move, man. There's a big, a big sigh of relief. Well, let's, let's move away from, from sort of the big stuff. I mean, the, I think to both of your points, it's going to.[00:37:33] Meta's $800b AI rebrand[00:37:33] NLW: Can I, can[00:37:34] swyx: I, can I, can I jump on factoid about this, this Wall Street thing? I went and looked at when Meta went from being a VR company to an AI company.[00:37:44] swyx: And I think the stock I'm trying to look up the details now. The stock has gone up 187% since Lamo one. Yeah. Which is $830 billion in market value created in the past year. . Yeah. Yeah.[00:37:57] NLW: It's, it's, it's like, remember if you guys haven't Yeah. If you haven't seen the chart, it's actually like remarkable.[00:38:02] NLW: If you draw a little[00:38:03] swyx: arrow on it, it's like, no, we're an AI company now and forget the VR thing.[00:38:10] NLW: It's it, it is an interesting, no, it's, I, I think, alessio, you called it sort of like Zuck's Disruptor Arc or whatever. He, he really does. He is in the midst of a, of a total, you know, I don't know if it's a redemption arc or it's just, it's something different where, you know, he, he's sort of the spoiler.[00:38:25] NLW: Like people loved him just freestyle talking about why he thought they had a better headset than Apple. But even if they didn't agree, they just loved it. He was going direct to camera and talking about it for, you know, five minutes or whatever. So that, that's a fascinating shift that I don't think anyone had on their bingo card, you know, whatever, two years ago.[00:38:41] NLW: Yeah. Yeah,[00:38:42] swyx: we still[00:38:43] Alessio: didn't see and fight Elon though, so[00:38:45] swyx: that's what I'm really looking forward to. I mean, hey, don't, don't, don't write it off, you know, maybe just these things take a while to happen. But we need to see and fight in the Coliseum. No, I think you know, in terms of like self management, life leadership, I think he has, there's a lot of lessons to learn from him.[00:38:59] swyx: You know he might, you know, you might kind of quibble with, like, the social impact of Facebook, but just himself as a in terms of personal growth and, and, you know, Per perseverance through like a lot of change and you know, everyone throwing stuff his way. I think there's a lot to say about like, to learn from, from Zuck, which is crazy 'cause he's my age.[00:39:18] swyx: Yeah. Right.[00:39:20] AI Engineer landscape - from baby AGIs to vertical Agents[00:39:20] NLW: Awesome. Well, so, so one of the big things that I think you guys have, you know, distinct and, and unique insight into being where you are and what you work on is. You know, what developers are getting really excited about right now. And by that, I mean, on the one hand, certainly, you know, like startups who are actually kind of formalized and formed to startups, but also, you know, just in terms of like what people are spending their nights and weekends on what they're, you know, coming to hackathons to do.[00:39:45] NLW: And, you know, I think it's a, it's a, it's, it's such a fascinating indicator for, for where things are headed. Like if you zoom back a year, right now was right when everyone was getting so, so excited about. AI agent stuff, right? Auto, GPT and baby a GI. And these things were like, if you dropped anything on YouTube about those, like instantly tens of thousands of views.[00:40:07] NLW: I know because I had like a 50,000 view video, like the second day that I was doing the show on YouTube, you know, because I was talking about auto GPT. And so anyways, you know, obviously that's sort of not totally come to fruition yet, but what are some of the trends in what you guys are seeing in terms of people's, people's interest and, and, and what people are building?[00:40:24] Alessio: I can start maybe with the agents part and then I know Shawn is doing a diffusion meetup tonight. There's a lot of, a lot of different things. The, the agent wave has been the most interesting kind of like dream to reality arc. So out of GPT, I think they went, From zero to like 125, 000 GitHub stars in six weeks, and then one year later, they have 150, 000 stars.[00:40:49] Alessio: So there's kind of been a big plateau. I mean, you might say there are just not that many people that can start it. You know, everybody already started it. But the promise of, hey, I'll just give you a goal, and you do it. I think it's like, amazing to get people's imagination going. You know, they're like, oh, wow, this This is awesome.[00:41:08] Alessio: Everybody, everybody can try this to do anything. But then as technologists, you're like, well, that's, that's just like not possible, you know, we would have like solved everything. And I think it takes a little bit to go from the promise and the hope that people show you to then try it yourself and going back to say, okay, this is not really working for me.[00:41:28] Alessio: And David Wong from Adept, you know, they in our episode, he specifically said. We don't want to do a bottom up product. You know, we don't want something that everybody can just use and try because it's really hard to get it to be reliable. So we're seeing a lot of companies doing vertical agents that are narrow for a specific domain, and they're very good at something.[00:41:49] Alessio: Mike Conover, who was at Databricks before, is also a friend of Latentspace. He's doing this new company called BrightWave doing AI agents for financial research, and that's it, you know, and they're doing very well. There are other companies doing it in security, doing it in compliance, doing it in legal.[00:42:08] Alessio: All of these things that like, people, nobody just wakes up and say, Oh, I cannot wait to go on AutoGPD and ask it to do a compliance review of my thing. You know, just not what inspires people. So I think the gap on the developer side has been the more bottom sub hacker mentality is trying to build this like very Generic agents that can do a lot of open ended tasks.[00:42:30] Alessio: And then the more business side of things is like, Hey, If I want to raise my next round, I can not just like sit around the mess, mess around with like super generic stuff. I need to find a use case that really works. And I think that that is worth for, for a lot of folks in parallel, you have a lot of companies doing evals.[00:42:47] Alessio: There are dozens of them that just want to help you measure how good your models are doing. Again, if you build evals, you need to also have a restrained surface area to actually figure out whether or not it's good, right? Because you cannot eval anything on everything under the sun. So that's another category where I've seen from the startup pitches that I've seen, there's a lot of interest in, in the enterprise.[00:43:11] Alessio: It's just like really. Fragmented because the production use cases are just coming like now, you know, there are not a lot of long established ones to, to test against. And so does it, that's kind of on the virtual agents and then the robotic side it's probably been the thing that surprised me the most at NVIDIA GTC, the amount of robots that were there that were just like robots everywhere.[00:43:33] Alessio: Like, both in the keynote and then on the show floor, you would have Boston Dynamics dogs running around. There was, like, this, like fox robot that had, like, a virtual face that, like, talked to you and, like, moved in real time. There were industrial robots. NVIDIA did a big push on their own Omniverse thing, which is, like, this Digital twin of whatever environments you're in that you can use to train the robots agents.[00:43:57] Alessio: So that kind of takes people back to the reinforcement learning days, but yeah, agents, people want them, you know, people want them. I give a talk about the, the rise of the full stack employees and kind of this future, the same way full stack engineers kind of work across the stack. In the future, every employee is going to interact with every part of the organization through agents and AI enabled tooling.[00:44:17] Alessio: This is happening. It just needs to be a lot more narrow than maybe the first approach that we took, which is just put a string in AutoGPT and pray. But yeah, there's a lot of super interesting stuff going on.[00:44:27] swyx: Yeah. Well, he Let's recover a lot of stuff there. I'll separate the robotics piece because I feel like that's so different from the software world.[00:44:34] swyx: But yeah, we do talk to a lot of engineers and you know, that this is our sort of bread and butter. And I do agree that vertical agents have worked out a lot better than the horizontal ones. I think all You know, the point I'll make here is just the reason AutoGPT and maybe AGI, you know, it's in the name, like they were promising AGI.[00:44:53] swyx: But I think people are discovering that you cannot engineer your way to AGI. It has to be done at the model level and all these engineering, prompt engineering hacks on top of it weren't really going to get us there in a meaningful way without much further, you know, improvements in the models. I would say, I'll go so far as to say, even Devin, which is, I would, I think the most advanced agent that we've ever seen, still requires a lot of engineering and still probably falls apart a lot in terms of, like, practical usage.[00:45:22] swyx: Or it's just, Way too slow and expensive for, you know, what it's, what it's promised compared to the video. So yeah, that's, that's what, that's what happened with agents from, from last year. But I, I do, I do see, like, vertical agents being very popular and, and sometimes you, like, I think the word agent might even be overused sometimes.[00:45:38] swyx: Like, people don't really care whether or not you call it an AI agent, right? Like, does it replace boring menial tasks that I do That I might hire a human to do, or that the human who is hired to do it, like, actually doesn't really want to do. And I think there's absolutely ways in sort of a vertical context that you can actually go after very routine tasks that can be scaled out to a lot of, you know, AI assistants.[00:46:01] swyx: So, so yeah, I mean, and I would, I would sort of basically plus one what let's just sit there. I think it's, it's very, very promising and I think more people should work on it, not less. Like there's not enough people. Like, we, like, this should be the, the, the main thrust of the AI engineer is to look out, look for use cases and, and go to a production with them instead of just always working on some AGI promising thing that never arrives.[00:46:21] swyx: I,[00:46:22] NLW: I, I can only add that so I've been fiercely making tutorials behind the scenes around basically everything you can imagine with AI. We've probably done, we've done about 300 tutorials over the last couple of months. And the verticalized anything, right, like this is a solution for your particular job or role, even if it's way less interesting or kind of sexy, it's like so radically more useful to people in terms of intersecting with how, like those are the ways that people are actually.[00:46:50] NLW: Adopting AI in a lot of cases is just a, a, a thing that I do over and over again. By the way, I think that's the same way that even the generalized models are getting adopted. You know, it's like, I use midjourney for lots of stuff, but the main thing I use it for is YouTube thumbnails every day. Like day in, day out, I will always do a YouTube thumbnail, you know, or two with, with Midjourney, right?[00:47:09] NLW: And it's like you can, you can start to extrapolate that across a lot of things and all of a sudden, you know, a AI doesn't. It looks revolutionary because of a million small changes rather than one sort of big dramatic change. And I think that the verticalization of agents is sort of a great example of how that's[00:47:26] swyx: going to play out too.[00:47:28] Adept episode - Screen Multimodality[00:47:28] swyx: So I'll have one caveat here, which is I think that Because multi modal models are now commonplace, like Cloud, Gemini, OpenAI, all very very easily multi modal, Apple's easily multi modal, all this stuff. There is a switch for agents for sort of general desktop browsing that I think people so much for joining us today, and we'll see you in the next video.[00:48:04] swyx: Version of the the agent where they're not specifically taking in text or anything They're just watching your screen just like someone else would and and I'm piloting it by vision And you know in the the episode with David that we'll have dropped by the time that this this airs I think I think that is the promise of adept and that is a promise of what a lot of these sort of desktop agents Are and that is the more general purpose system That could be as big as the browser, the operating system, like, people really want to build that foundational piece of software in AI.[00:48:38] swyx: And I would see, like, the potential there for desktop agents being that, that you can have sort of self driving computers. You know, don't write the horizontal piece out. I just think we took a while to get there.[00:48:48] NLW: What else are you guys seeing that's interesting to you? I'm looking at your notes and I see a ton of categories.[00:48:54] Top Model Research from January Recap[00:48:54] swyx: Yeah so I'll take the next two as like as one category, which is basically alternative architectures, right? The two main things that everyone following AI kind of knows now is, one, the diffusion architecture, and two, the let's just say the, Decoder only transformer architecture that is popularized by GPT.[00:49:12] swyx: You can read, you can look on YouTube for thousands and thousands of tutorials on each of those things. What we are talking about here is what's next, what people are researching, and what could be on the horizon that takes the place of those other two things. So first of all, we'll talk about transformer architectures and then diffusion.[00:49:25] swyx: So transformers the, the two leading candidates are effectively RWKV and the state space models the most recent one of which is Mamba, but there's others like the Stripe, ENA, and the S four H three stuff coming out of hazy research at Stanford. And all of those are non quadratic language models that scale the promise to scale a lot better than the, the traditional transformer.[00:49:47] swyx: That this might be too theoretical for most people right now, but it's, it's gonna be. It's gonna come out in weird ways, where, imagine if like, Right now the talk of the town is that Claude and Gemini have a million tokens of context and like whoa You can put in like, you know, two hours of video now, okay But like what if you put what if we could like throw in, you know, two hundred thousand hours of video?[00:50:09] swyx: Like how does that change your usage of AI? What if you could throw in the entire genetic sequence of a human and like synthesize new drugs. Like, well, how does that change things? Like, we don't know because we haven't had access to this capability being so cheap before. And that's the ultimate promise of these two models.[00:50:28] swyx: They're not there yet but we're seeing very, very good progress. RWKV and Mamba are probably the, like, the two leading examples, both of which are open source that you can try them today and and have a lot of progress there. And the, the, the main thing I'll highlight for audio e KV is that at, at the seven B level, they seem to have beat LAMA two in all benchmarks that matter at the same size for the same amount of training as an open source model.[00:50:51] swyx: So that's exciting. You know, they're there, they're seven B now. They're not at seven tb. We don't know if it'll. And then the other thing is diffusion. Diffusions and transformers are are kind of on the collision course. The original stable diffusion already used transformers in in parts of its architecture.[00:51:06] swyx: It seems that transformers are eating more and more of those layers particularly the sort of VAE layer. So that's, the Diffusion Transformer is what Sora is built on. The guy who wrote the Diffusion Transformer paper, Bill Pebbles, is, Bill Pebbles is the lead tech guy on Sora. So you'll just see a lot more Diffusion Transformer stuff going on.[00:51:25] swyx: But there's, there's more sort of experimentation with diffusion. I'm holding a meetup actually here in San Francisco that's gonna be like the state of diffusion, which I'm pretty excited about. Stability's doing a lot of good work. And if you look at the, the architecture of how they're creating Stable Diffusion 3, Hourglass Diffusion, and the inconsistency models, or SDXL Turbo.[00:51:45] swyx: All of these are, like, very, very interesting innovations on, like, the original idea of what Stable Diffusion was. So if you think that it is expensive to create or slow to create Stable Diffusion or an AI generated art, you are not up to date with the latest models. If you think it is hard to create text and images, you are not up to date with the latest models.[00:52:02] swyx: And people still are kind of far behind. The last piece of which is the wildcard I always kind of hold out, which is text diffusion. So Instead of using autogenerative or autoregressive transformers, can you use text to diffuse? So you can use diffusion models to diffuse and create entire chunks of text all at once instead of token by token.[00:52:22] swyx: And that is something that Midjourney confirmed today, because it was only rumored the past few months. But they confirmed today that they were looking into. So all those things are like very exciting new model architectures that are, Maybe something that we'll, you'll see in production two to three years from now.[00:52:37] swyx: So the couple of the trends[00:52:38] NLW: that I want to just get your takes on, because they're sort of something that, that seems like they're coming up are one sort of these, these wearable, you know, kind of passive AI experiences where they're absorbing a lot of what's going on around you and then, and then kind of bringing things back.[00:52:53] NLW: And then the, the other one that I, that I wanted to see if you guys had thoughts on were sort of this next generation of chip companies. Obviously there's a huge amount of emphasis. On on hardware and silicon and, and, and different ways of doing things, but, y

We will be recording a preview of the AI Engineer World's Fair soon with swyx and Ben Dunphy, send any questions about Speaker CFPs and Sponsor Guides you have!Alessio is now hiring engineers for a new startup he is incubating at Decibel: Ideal candidate is an ex-technical co-founder type (can MVP products end to end, comfortable with ambiguous prod requirements, etc). Reach out to him for more!Thanks for all the love on the Four Wars episode! We're excited to develop this new “swyx & Alessio rapid-fire thru a bunch of things” format with you, and feedback is welcome. Jan 2024 RecapThe first half of this monthly audio recap pod goes over our highlights from the Jan Recap, which is mainly focused on notable research trends we saw in Jan 2024:Feb 2024 RecapThe second half catches you up on everything that was topical in Feb, including:* OpenAI Sora - does it have a world model? Yann LeCun vs Jim Fan * Google Gemini Pro 1.5 - 1m Long Context, Video Understanding* Groq offering Mixtral at 500 tok/s at $0.27 per million toks (swyx vs dylan math)* The {Gemini | Meta | Copilot} Alignment Crisis (Sydney is back!)* Grimes' poetic take: Art for no one, by no one* F*** you, show me the promptLatent Space AnniversaryPlease also read Alessio's longform reflections on One Year of Latent Space!We launched the podcast 1 year ago with Logan from OpenAI:and also held an incredible demo day that got covered in The Information:Over 750k downloads later, having established ourselves as the top AI Engineering podcast, reaching #10 in the US Tech podcast charts, and crossing 1 million unique readers on Substack, for our first anniversary we held Latent Space Final Frontiers, where 10 handpicked teams, including Lindy.ai and Julius.ai, competed for prizes judged by technical AI leaders from (former guest!) LlamaIndex, Replit, GitHub, AMD, Meta, and Lemurian Labs.The winners were Pixee and RWKV (that's Eugene from our pod!):And finally, your cohosts got cake!We also captured spot interviews with 4 listeners who kindly shared their experience of Latent Space, everywhere from Hungary to Australia to China:* Balázs Némethi* Sylvia Tong* RJ Honicky* Jan ZhengOur birthday wishes for the super loyal fans reading this - tag @latentspacepod on a Tweet or comment on a @LatentSpaceTV video telling us what you liked or learned from a pod that stays with you to this day, and share us with a friend!As always, feedback is welcome. Timestamps* [00:03:02] Top Five LLM Directions* [00:03:33] Direction 1: Long Inference (Planning, Search, AlphaGeometry, Flow Engineering)* [00:11:42] Direction 2: Synthetic Data (WRAP, SPIN)* [00:17:20] Wildcard: Multi-Epoch Training (OLMo, Datablations)* [00:19:43] Direction 3: Alt. Architectures (Mamba, RWKV, RingAttention, Diffusion Transformers)* [00:23:33] Wildcards: Text Diffusion, RALM/Retro* [00:25:00] Direction 4: Mixture of Experts (DeepSeekMoE, Samba-1)* [00:28:26] Wildcard: Model Merging (mergekit)* [00:29:51] Direction 5: Online LLMs (Gemini Pro, Exa)* [00:33:18] OpenAI Sora and why everyone underestimated videogen* [00:36:18] Does Sora have a World Model? Yann LeCun vs Jim Fan* [00:42:33] Groq Math* [00:47:37] Analyzing Gemini's 1m Context, Reddit deal, Imagegen politics, Gemma via the Four Wars* [00:55:42] The Alignment Crisis - Gemini, Meta, Sydney is back at Copilot, Grimes' take* [00:58:39] F*** you, show me the prompt* [01:02:43] Send us your suggestions pls* [01:04:50] Latent Space Anniversary* [01:04:50] Lindy.ai - Agent Platform* [01:06:40] RWKV - Beyond Transformers* [01:15:00] Pixee - Automated Security* [01:19:30] Julius AI - Competing with Code Interpreter* [01:25:03] Latent Space Listeners* [01:25:03] Listener 1 - Balázs Némethi (Hungary, Latent Space Paper Club* [01:27:47] Listener 2 - Sylvia Tong (Sora/Jim Fan/EntreConnect)* [01:31:23] Listener 3 - RJ (Developers building Community & Content)* [01:39:25] Listener 4 - Jan Zheng (Australia, AI UX)Transcript[00:00:00] AI Charlie: Welcome to the Latent Space podcast, weekend edition. This is Charlie, your new AI co host. Happy weekend. As an AI language model, I work the same every day of the week, although I might get lazier towards the end of the year. Just like you. Last month, we released our first monthly recap pod, where Swyx and Alessio gave quick takes on the themes of the month, and we were blown away by your positive response.[00:00:33] AI Charlie: We're delighted to continue our new monthly news recap series for AI engineers. Please feel free to submit questions by joining the Latent Space Discord, or just hit reply when you get the emails from Substack. This month, we're covering the top research directions that offer progress for text LLMs, and then touching on the big Valentine's Day gifts we got from Google, OpenAI, and Meta.[00:00:55] AI Charlie: Watch out and take care.[00:00:57] Alessio: Hey everyone, welcome to the Latent Space Podcast. This is Alessio, partner and CTO of Residence at Decibel Partners, and we're back with a monthly recap with my co host[00:01:06] swyx: Swyx. The reception was very positive for the first one, I think people have requested this and no surprise that I think they want to hear us more applying on issues and maybe drop some alpha along the way I'm not sure how much alpha we have to drop, this month in February was a very, very heavy month, we also did not do one specifically for January, so I think we're just going to do a two in one, because we're recording this on the first of March.[00:01:29] Alessio: Yeah, let's get to it. I think the last one we did, the four wars of AI, was the main kind of mental framework for people. I think in the January one, we had the five worthwhile directions for state of the art LLMs. Four, five,[00:01:42] swyx: and now we have to do six, right? Yeah.[00:01:46] Alessio: So maybe we just want to run through those, and then do the usual news recap, and we can do[00:01:52] swyx: one each.[00:01:53] swyx: So the context to this stuff. is one, I noticed that just the test of time concept from NeurIPS and just in general as a life philosophy I think is a really good idea. Especially in AI, there's news every single day, and after a while you're just like, okay, like, everyone's excited about this thing yesterday, and then now nobody's talking about it.[00:02:13] swyx: So, yeah. It's more important, or better use of time, to spend things, spend time on things that will stand the test of time. And I think for people to have a framework for understanding what will stand the test of time, they should have something like the four wars. Like, what is the themes that keep coming back because they are limited resources that everybody's fighting over.[00:02:31] swyx: Whereas this one, I think that the focus for the five directions is just on research that seems more proMECEng than others, because there's all sorts of papers published every single day, and there's no organization. Telling you, like, this one's more important than the other one apart from, you know, Hacker News votes and Twitter likes and whatever.[00:02:51] swyx: And obviously you want to get in a little bit earlier than Something where, you know, the test of time is counted by sort of reference citations.[00:02:59] The Five Research Directions[00:02:59] Alessio: Yeah, let's do it. We got five. Long inference.[00:03:02] swyx: Let's start there. Yeah, yeah. So, just to recap at the top, the five trends that I picked, and obviously if you have some that I did not cover, please suggest something.[00:03:13] swyx: The five are long inference, synthetic data, alternative architectures, mixture of experts, and online LLMs. And something that I think might be a bit controversial is this is a sorted list in the sense that I am not the guy saying that Mamba is like the future and, and so maybe that's controversial.[00:03:31] Direction 1: Long Inference (Planning, Search, AlphaGeometry, Flow Engineering)[00:03:31] swyx: But anyway, so long inference is a thesis I pushed before on the newsletter and on in discussing The thesis that, you know, Code Interpreter is GPT 4. 5. That was the title of the post. And it's one of many ways in which we can do long inference. You know, long inference also includes chain of thought, like, please think step by step.[00:03:52] swyx: But it also includes flow engineering, which is what Itamar from Codium coined, I think in January, where, basically, instead of instead of stuffing everything in a prompt, You do like sort of multi turn iterative feedback and chaining of things. In a way, this is a rebranding of what a chain is, what a lang chain is supposed to be.[00:04:15] swyx: I do think that maybe SGLang from ElemSys is a better name. Probably the neatest way of flow engineering I've seen yet, in the sense that everything is a one liner, it's very, very clean code. I highly recommend people look at that. I'm surprised it hasn't caught on more, but I think it will. It's weird that something like a DSPy is more hyped than a Shilang.[00:04:36] swyx: Because it, you know, it maybe obscures the code a little bit more. But both of these are, you know, really good sort of chain y and long inference type approaches. But basically, the reason that the basic fundamental insight is that the only, like, there are only a few dimensions we can scale LLMs. So, let's say in like 2020, no, let's say in like 2018, 2017, 18, 19, 20, we were realizing that we could scale the number of parameters.[00:05:03] swyx: 20, we were And we scaled that up to 175 billion parameters for GPT 3. And we did some work on scaling laws, which we also talked about in our talk. So the datasets 101 episode where we're like, okay, like we, we think like the right number is 300 billion tokens to, to train 175 billion parameters and then DeepMind came along and trained Gopher and Chinchilla and said that, no, no, like, you know, I think we think the optimal.[00:05:28] swyx: compute optimal ratio is 20 tokens per parameter. And now, of course, with LLAMA and the sort of super LLAMA scaling laws, we have 200 times and often 2, 000 times tokens to parameters. So now, instead of scaling parameters, we're scaling data. And fine, we can keep scaling data. But what else can we scale?[00:05:52] swyx: And I think understanding the ability to scale things is crucial to understanding what to pour money and time and effort into because there's a limit to how much you can scale some things. And I think people don't think about ceilings of things. And so the remaining ceiling of inference is like, okay, like, we have scaled compute, we have scaled data, we have scaled parameters, like, model size, let's just say.[00:06:20] swyx: Like, what else is left? Like, what's the low hanging fruit? And it, and it's, like, blindingly obvious that the remaining low hanging fruit is inference time. So, like, we have scaled training time. We can probably scale more, those things more, but, like, not 10x, not 100x, not 1000x. Like, right now, maybe, like, a good run of a large model is three months.[00:06:40] swyx: We can scale that to three years. But like, can we scale that to 30 years? No, right? Like, it starts to get ridiculous. So it's just the orders of magnitude of scaling. It's just, we're just like running out there. But in terms of the amount of time that we spend inferencing, like everything takes, you know, a few milliseconds, a few hundred milliseconds, depending on what how you're taking token by token, or, you know, entire phrase.[00:07:04] swyx: But We can scale that to hours, days, months of inference and see what we get. And I think that's really proMECEng.[00:07:11] Alessio: Yeah, we'll have Mike from Broadway back on the podcast. But I tried their product and their reports take about 10 minutes to generate instead of like just in real time. I think to me the most interesting thing about long inference is like, You're shifting the cost to the customer depending on how much they care about the end result.[00:07:31] Alessio: If you think about prompt engineering, it's like the first part, right? You can either do a simple prompt and get a simple answer or do a complicated prompt and get a better answer. It's up to you to decide how to do it. Now it's like, hey, instead of like, yeah, training this for three years, I'll still train it for three months and then I'll tell you, you know, I'll teach you how to like make it run for 10 minutes to get a better result.[00:07:52] Alessio: So you're kind of like parallelizing like the improvement of the LLM. Oh yeah, you can even[00:07:57] swyx: parallelize that, yeah, too.[00:07:58] Alessio: So, and I think, you know, for me, especially the work that I do, it's less about, you know, State of the art and the absolute, you know, it's more about state of the art for my application, for my use case.[00:08:09] Alessio: And I think we're getting to the point where like most companies and customers don't really care about state of the art anymore. It's like, I can get this to do a good enough job. You know, I just need to get better. Like, how do I do long inference? You know, like people are not really doing a lot of work in that space, so yeah, excited to see more.[00:08:28] swyx: So then the last point I'll mention here is something I also mentioned as paper. So all these directions are kind of guided by what happened in January. That was my way of doing a January recap. Which means that if there was nothing significant in that month, I also didn't mention it. Which is which I came to regret come February 15th, but in January also, you know, there was also the alpha geometry paper, which I kind of put in this sort of long inference bucket, because it solves like, you know, more than 100 step math olympiad geometry problems at a human gold medalist level and that also involves planning, right?[00:08:59] swyx: So like, if you want to scale inference, you can't scale it blindly, because just, Autoregressive token by token generation is only going to get you so far. You need good planning. And I think probably, yeah, what Mike from BrightWave is now doing and what everyone is doing, including maybe what we think QSTAR might be, is some form of search and planning.[00:09:17] swyx: And it makes sense. Like, you want to spend your inference time wisely. How do you[00:09:22] Alessio: think about plans that work and getting them shared? You know, like, I feel like if you're planning a task, somebody has got in and the models are stochastic. So everybody gets initially different results. Somebody is going to end up generating the best plan to do something, but there's no easy way to like store these plans and then reuse them for most people.[00:09:44] Alessio: You know, like, I'm curious if there's going to be. Some paper or like some work there on like making it better because, yeah, we don't[00:09:52] swyx: really have This is your your pet topic of NPM for[00:09:54] Alessio: Yeah, yeah, NPM, exactly. NPM for, you need NPM for anything, man. You need NPM for skills. You need NPM for planning. Yeah, yeah.[00:10:02] Alessio: You know I think, I mean, obviously the Voyager paper is like the most basic example where like, now their artifact is like the best planning to do a diamond pickaxe in Minecraft. And everybody can just use that. They don't need to come up with it again. Yeah. But there's nothing like that for actually useful[00:10:18] swyx: tasks.[00:10:19] swyx: For plans, I believe it for skills. I like that. Basically, that just means a bunch of integration tooling. You know, GPT built me integrations to all these things. And, you know, I just came from an integrations heavy business and I could definitely, I definitely propose some version of that. And it's just, you know, hard to execute or expensive to execute.[00:10:38] swyx: But for planning, I do think that everyone lives in slightly different worlds. They have slightly different needs. And they definitely want some, you know, And I think that that will probably be the main hurdle for any, any sort of library or package manager for planning. But there should be a meta plan of how to plan.[00:10:57] swyx: And maybe you can adopt that. And I think a lot of people when they have sort of these meta prompting strategies of like, I'm not prescribing you the prompt. I'm just saying that here are the like, Fill in the lines or like the mad libs of how to prompts. First you have the roleplay, then you have the intention, then you have like do something, then you have the don't something and then you have the my grandmother is dying, please do this.[00:11:19] swyx: So the meta plan you could, you could take off the shelf and test a bunch of them at once. I like that. That was the initial, maybe, promise of the, the prompting libraries. You know, both 9chain and Llama Index have, like, hubs that you can sort of pull off the shelf. I don't think they're very successful because people like to write their own.[00:11:36] swyx: Yeah,[00:11:37] Direction 2: Synthetic Data (WRAP, SPIN)[00:11:37] Alessio: yeah, yeah. Yeah, that's a good segue into the next one, which is synthetic[00:11:41] swyx: data. Synthetic data is so hot. Yeah, and, you know, the way, you know, I think I, I feel like I should do one of these memes where it's like, Oh, like I used to call it, you know, R L A I F, and now I call it synthetic data, and then people are interested.[00:11:54] swyx: But there's gotta be older versions of what synthetic data really is because I'm sure, you know if you've been in this field long enough, There's just different buzzwords that the industry condenses on. Anyway, the insight that I think is relatively new that why people are excited about it now and why it's proMECEng now is that we have evidence that shows that LLMs can generate data to improve themselves with no teacher LLM.[00:12:22] swyx: For all of 2023, when people say synthetic data, they really kind of mean generate a whole bunch of data from GPT 4 and then train an open source model on it. Hello to our friends at News Research. That's what News Harmony says. They're very, very open about that. I think they have said that they're trying to migrate away from that.[00:12:40] swyx: But it is explicitly against OpenAI Terms of Service. Everyone knows this. You know, especially once ByteDance got banned for, for doing exactly that. So so, so synthetic data that is not a form of model distillation is the hot thing right now, that you can bootstrap better LLM performance from the same LLM, which is very interesting.[00:13:03] swyx: A variant of this is RLAIF, where you have a, where you have a sort of a constitutional model, or, you know, some, some kind of judge model That is sort of more aligned. But that's not really what we're talking about when most people talk about synthetic data. Synthetic data is just really, I think, you know, generating more data in some way.[00:13:23] swyx: A lot of people, I think we talked about this with Vipul from the Together episode, where I think he commented that you just have to have a good world model. Or a good sort of inductive bias or whatever that, you know, term of art is. And that is strongest in math and science math and code, where you can verify what's right and what's wrong.[00:13:44] swyx: And so the REST EM paper from DeepMind explored that. Very well, it's just the most obvious thing like and then and then once you get out of that domain of like things where you can generate You can arbitrarily generate like a whole bunch of stuff and verify if they're correct and therefore they're they're correct synthetic data to train on Once you get into more sort of fuzzy topics, then it's then it's a bit less clear So I think that the the papers that drove this understanding There are two big ones and then one smaller one One was wrap like rephrasing the web from from Apple where they basically rephrased all of the C4 data set with Mistral and it be trained on that instead of C4.[00:14:23] swyx: And so new C4 trained much faster and cheaper than old C, than regular raw C4. And that was very interesting. And I have told some friends of ours that they should just throw out their own existing data sets and just do that because that seems like a pure win. Obviously we have to study, like, what the trade offs are.[00:14:42] swyx: I, I imagine there are trade offs. So I was just thinking about this last night. If you do synthetic data and it's generated from a model, probably you will not train on typos. So therefore you'll be like, once the model that's trained on synthetic data encounters the first typo, they'll be like, what is this?[00:15:01] swyx: I've never seen this before. So they have no association or correction as to like, oh, these tokens are often typos of each other, therefore they should be kind of similar. I don't know. That's really remains to be seen, I think. I don't think that the Apple people export[00:15:15] Alessio: that. Yeah, isn't that the whole, Mode collapse thing, if we do more and more of this at the end of the day.[00:15:22] swyx: Yeah, that's one form of that. Yeah, exactly. Microsoft also had a good paper on text embeddings. And then I think this is a meta paper on self rewarding language models. That everyone is very interested in. Another paper was also SPIN. These are all things we covered in the the Latent Space Paper Club.[00:15:37] swyx: But also, you know, I just kind of recommend those as top reads of the month. Yeah, I don't know if there's any much else in terms, so and then, regarding the potential of it, I think it's high potential because, one, it solves one of the data war issues that we have, like, everyone is OpenAI is paying Reddit 60 million dollars a year for their user generated data.[00:15:56] swyx: Google, right?[00:15:57] Alessio: Not OpenAI.[00:15:59] swyx: Is it Google? I don't[00:16:00] Alessio: know. Well, somebody's paying them 60 million, that's[00:16:04] swyx: for sure. Yes, that is, yeah, yeah, and then I think it's maybe not confirmed who. But yeah, it is Google. Oh my god, that's interesting. Okay, because everyone was saying, like, because Sam Altman owns 5 percent of Reddit, which is apparently 500 million worth of Reddit, he owns more than, like, the founders.[00:16:21] Alessio: Not enough to get the data,[00:16:22] swyx: I guess. So it's surprising that it would go to Google instead of OpenAI, but whatever. Okay yeah, so I think that's all super interesting in the data field. I think it's high potential because we have evidence that it works. There's not a doubt that it doesn't work. I think it's a doubt that there's, what the ceiling is, which is the mode collapse thing.[00:16:42] swyx: If it turns out that the ceiling is pretty close, then this will maybe augment our data by like, I don't know, 30 50 percent good, but not game[00:16:51] Alessio: changing. And most of the synthetic data stuff, it's reinforcement learning on a pre trained model. People are not really doing pre training on fully synthetic data, like, large enough scale.[00:17:02] swyx: Yeah, unless one of our friends that we've talked to succeeds. Yeah, yeah. Pre trained synthetic data, pre trained scale synthetic data, I think that would be a big step. Yeah. And then there's a wildcard, so all of these, like smaller Directions,[00:17:15] Wildcard: Multi-Epoch Training (OLMo, Datablations)[00:17:15] swyx: I always put a wildcard in there. And one of the wildcards is, okay, like, Let's say, you have pre, you have, You've scraped all the data on the internet that you think is useful.[00:17:25] swyx: Seems to top out at somewhere between 2 trillion to 3 trillion tokens. Maybe 8 trillion if Mistral, Mistral gets lucky. Okay, if I need 80 trillion, if I need 100 trillion, where do I go? And so, you can do synthetic data maybe, but maybe that only gets you to like 30, 40 trillion. Like where, where is the extra alpha?[00:17:43] swyx: And maybe extra alpha is just train more on the same tokens. Which is exactly what Omo did, like Nathan Lambert, AI2, After, just after he did the interview with us, they released Omo. So, it's unfortunate that we didn't get to talk much about it. But Omo actually started doing 1. 5 epochs on every, on all data.[00:18:00] swyx: And the data ablation paper that I covered in Europe's says that, you know, you don't like, don't really start to tap out of like, the alpha or the sort of improved loss that you get from data all the way until four epochs. And so I'm just like, okay, like, why do we all agree that one epoch is all you need?[00:18:17] swyx: It seems like to be a trend. It seems that we think that memorization is very good or too good. But then also we're finding that, you know, For improvement in results that we really like, we're fine on overtraining on things intentionally. So, I think that's an interesting direction that I don't see people exploring enough.[00:18:36] swyx: And the more I see papers coming out Stretching beyond the one epoch thing, the more people are like, it's completely fine. And actually, the only reason we stopped is because we ran out of compute[00:18:46] Alessio: budget. Yeah, I think that's the biggest thing, right?[00:18:51] swyx: Like, that's not a valid reason, that's not science. I[00:18:54] Alessio: wonder if, you know, Matt is going to do it.[00:18:57] Alessio: I heard LamaTree, they want to do a 100 billion parameters model. I don't think you can train that on too many epochs, even with their compute budget, but yeah. They're the only ones that can save us, because even if OpenAI is doing this, they're not going to tell us, you know. Same with DeepMind.[00:19:14] swyx: Yeah, and so the updates that we got on Lambda 3 so far is apparently that because of the Gemini news that we'll talk about later they're pushing it back on the release.[00:19:21] swyx: They already have it. And they're just pushing it back to do more safety testing. Politics testing.[00:19:28] Alessio: Well, our episode with Sumit will have already come out by the time this comes out, I think. So people will get the inside story on how they actually allocate the compute.[00:19:38] Direction 3: Alt. Architectures (Mamba, RWKV, RingAttention, Diffusion Transformers)[00:19:38] Alessio: Alternative architectures. Well, shout out to our WKV who won one of the prizes at our Final Frontiers event last week.[00:19:47] Alessio: We talked about Mamba and Strapain on the Together episode. A lot of, yeah, monarch mixers. I feel like Together, It's like the strong Stanford Hazy Research Partnership, because Chris Ray is one of the co founders. So they kind of have a, I feel like they're going to be the ones that have one of the state of the art models alongside maybe RWKB.[00:20:08] Alessio: I haven't seen as many independent. People working on this thing, like Monarch Mixer, yeah, Manbuster, Payena, all of these are together related. Nobody understands the math. They got all the gigabrains, they got 3DAO, they got all these folks in there, like, working on all of this.[00:20:25] swyx: Albert Gu, yeah. Yeah, so what should we comment about it?[00:20:28] swyx: I mean, I think it's useful, interesting, but at the same time, both of these are supposed to do really good scaling for long context. And then Gemini comes out and goes like, yeah, we don't need it. Yeah.[00:20:44] Alessio: No, that's the risk. So, yeah. I was gonna say, maybe it's not here, but I don't know if we want to talk about diffusion transformers as like in the alt architectures, just because of Zora.[00:20:55] swyx: One thing, yeah, so, so, you know, this came from the Jan recap, which, and diffusion transformers were not really a discussion, and then, obviously, they blow up in February. Yeah. I don't think they're, it's a mixed architecture in the same way that Stripe Tiena is mixed there's just different layers taking different approaches.[00:21:13] swyx: Also I think another one that I maybe didn't call out here, I think because it happened in February, was hourglass diffusion from stability. But also, you know, another form of mixed architecture. So I guess that is interesting. I don't have much commentary on that, I just think, like, we will try to evolve these things, and maybe one of these architectures will stick and scale, it seems like diffusion transformers is going to be good for anything generative, you know, multi modal.[00:21:41] swyx: We don't see anything where diffusion is applied to text yet, and that's the wild card for this category. Yeah, I mean, I think I still hold out hope for let's just call it sub quadratic LLMs. I think that a lot of discussion this month actually was also centered around this concept that People always say, oh, like, transformers don't scale because attention is quadratic in the sequence length.[00:22:04] swyx: Yeah, but, you know, attention actually is a very small part of the actual compute that is being spent, especially in inference. And this is the reason why, you know, when you multiply, when you, when you, when you jump up in terms of the, the model size in GPT 4 from like, you know, 38k to like 32k, you don't also get like a 16 times increase in your, in your performance.[00:22:23] swyx: And this is also why you don't get like a million times increase in your, in your latency when you throw a million tokens into Gemini. Like people have figured out tricks around it or it's just not that significant as a term, as a part of the overall compute. So there's a lot of challenges to this thing working.[00:22:43] swyx: It's really interesting how like, how hyped people are about this versus I don't know if it works. You know, it's exactly gonna, gonna work. And then there's also this, this idea of retention over long context. Like, even though you have context utilization, like, the amount of, the amount you can remember is interesting.[00:23:02] swyx: Because I've had people criticize both Mamba and RWKV because they're kind of, like, RNN ish in the sense that they have, like, a hidden memory and sort of limited hidden memory that they will forget things. So, for all these reasons, Gemini 1. 5, which we still haven't covered, is very interesting because Gemini magically has fixed all these problems with perfect haystack recall and reasonable latency and cost.[00:23:29] Wildcards: Text Diffusion, RALM/Retro[00:23:29] swyx: So that's super interesting. So the wildcard I put in here if you want to go to that. I put two actually. One is text diffusion. I think I'm still very influenced by my meeting with a mid journey person who said they were working on text diffusion. I think it would be a very, very different paradigm for, for text generation, reasoning, plan generation if we can get diffusion to work.[00:23:51] swyx: For text. And then the second one is Dowie Aquila's contextual AI, which is working on retrieval augmented language models, where it kind of puts RAG inside of the language model instead of outside.[00:24:02] Alessio: Yeah, there's a paper called Retro that covers some of this. I think that's an interesting thing. I think the The challenge, well not the challenge, what they need to figure out is like how do you keep the rag piece always up to date constantly, you know, I feel like the models, you put all this work into pre training them, but then at least you have a fixed artifact.[00:24:22] Alessio: These architectures are like constant work needs to be done on them and they can drift even just based on the rag data instead of the model itself. Yeah,[00:24:30] swyx: I was in a panel with one of the investors in contextual and the guy, the way that guy pitched it, I didn't agree with. He was like, this will solve hallucination.[00:24:38] Alessio: That's what everybody says. We solve[00:24:40] swyx: hallucination. I'm like, no, you reduce it. It cannot,[00:24:44] Alessio: if you solved it, the model wouldn't exist, right? It would just be plain text. It wouldn't be a generative model. Cool. So, author, architectures, then we got mixture of experts. I think we covered a lot of, a lot of times.[00:24:56] Direction 4: Mixture of Experts (DeepSeekMoE, Samba-1)[00:24:56] Alessio: Maybe any new interesting threads you want to go under here?[00:25:00] swyx: DeepSeq MOE, which was released in January. Everyone who is interested in MOEs should read that paper, because it's significant for two reasons. One three reasons. One, it had, it had small experts, like a lot more small experts. So, for some reason, everyone has settled on eight experts for GPT 4 for Mixtral, you know, that seems to be the favorite architecture, but these guys pushed it to 64 experts, and each of them smaller than the other.[00:25:26] swyx: But then they also had the second idea, which is that it is They had two, one to two always on experts for common knowledge and that's like a very compelling concept that you would not route to all the experts all the time and make them, you know, switch to everything. You would have some always on experts.[00:25:41] swyx: I think that's interesting on both the inference side and the training side for for memory retention. And yeah, they, they, they, the, the, the, the results that they published, which actually excluded, Mixed draw, which is interesting. The results that they published showed a significant performance jump versus all the other sort of open source models at the same parameter count.[00:26:01] swyx: So like this may be a better way to do MOEs that are, that is about to get picked up. And so that, that is interesting for the third reason, which is this is the first time a new idea from China. has infiltrated the West. It's usually the other way around. I probably overspoke there. There's probably lots more ideas that I'm not aware of.[00:26:18] swyx: Maybe in the embedding space. But the I think DCM we, like, woke people up and said, like, hey, DeepSeek, this, like, weird lab that is attached to a Chinese hedge fund is somehow, you know, doing groundbreaking research on MOEs. So, so, I classified this as a medium potential because I think that it is a sort of like a one off benefit.[00:26:37] swyx: You can Add to any, any base model to like make the MOE version of it, you get a bump and then that's it. So, yeah,[00:26:45] Alessio: I saw Samba Nova, which is like another inference company. They released this MOE model called Samba 1, which is like a 1 trillion parameters. But they're actually MOE auto open source models.[00:26:56] Alessio: So it's like, they just, they just clustered them all together. So I think people. Sometimes I think MOE is like you just train a bunch of small models or like smaller models and put them together. But there's also people just taking, you know, Mistral plus Clip plus, you know, Deepcoder and like put them all together.[00:27:15] Alessio: And then you have a MOE model. I don't know. I haven't tried the model, so I don't know how good it is. But it seems interesting that you can then have people working separately on state of the art, you know, Clip, state of the art text generation. And then you have a MOE architecture that brings them all together.[00:27:31] swyx: I'm thrown off by your addition of the word clip in there. Is that what? Yeah, that's[00:27:35] Alessio: what they said. Yeah, yeah. Okay. That's what they I just saw it yesterday. I was also like[00:27:40] swyx: scratching my head. And they did not use the word adapter. No. Because usually what people mean when they say, Oh, I add clip to a language model is adapter.[00:27:48] swyx: Let me look up the Which is what Lava did.[00:27:50] Alessio: The announcement again.[00:27:51] swyx: Stable diffusion. That's what they do. Yeah, it[00:27:54] Alessio: says among the models that are part of Samba 1 are Lama2, Mistral, DeepSigCoder, Falcon, Dplot, Clip, Lava. So they're just taking all these models and putting them in a MOE. Okay,[00:28:05] swyx: so a routing layer and then not jointly trained as much as a normal MOE would be.[00:28:12] swyx: Which is okay.[00:28:13] Alessio: That's all they say. There's no paper, you know, so it's like, I'm just reading the article, but I'm interested to see how[00:28:20] Wildcard: Model Merging (mergekit)[00:28:20] swyx: it works. Yeah, so so the wildcard for this section, the MOE section is model merges, which has also come up as, as a very interesting phenomenon. The last time I talked to Jeremy Howard at the Olama meetup we called it model grafting or model stacking.[00:28:35] swyx: But I think the, the, the term that people are liking these days, the model merging, They're all, there's all different variations of merging. Merge types, and some of them are stacking, some of them are, are grafting. And, and so like, some people are approaching model merging in the way that Samba is doing, which is like, okay, here are defined models, each of which have their specific, Plus and minuses, and we will merge them together in the hope that the, you know, the sum of the parts will, will be better than others.[00:28:58] swyx: And it seems like it seems like it's working. I don't really understand why it works apart from, like, I think it's a form of regularization. That if you merge weights together in like a smart strategy you, you, you get a, you get a, you get a less overfitting and more generalization, which is good for benchmarks, if you, if you're honest about your benchmarks.[00:29:16] swyx: So this is really interesting and good. But again, they're kind of limited in terms of like the amount of bumps you can get. But I think it's very interesting in the sense of how cheap it is. We talked about this on the Chinatalk podcast, like the guest podcast that we did with Chinatalk. And you can do this without GPUs, because it's just adding weights together, and dividing things, and doing like simple math, which is really interesting for the GPU ports.[00:29:42] Alessio: There's a lot of them.[00:29:44] Direction 5: Online LLMs (Gemini Pro, Exa)[00:29:44] Alessio: And just to wrap these up, online LLMs? Yeah,[00:29:48] swyx: I think that I ki I had to feature this because the, one of the top news of January was that Gemini Pro beat GPT-4 turbo on LM sis for the number two slot to GPT-4. And everyone was very surprised. Like, how does Gemini do that?[00:30:06] swyx: Surprise, surprise, they added Google search. Mm-hmm to the results. So it became an online quote unquote online LLM and not an offline LLM. Therefore, it's much better at answering recent questions, which people like. There's an emerging set of table stakes features after you pre train something.[00:30:21] swyx: So after you pre train something, you should have the chat tuned version of it, or the instruct tuned version of it, however you choose to call it. You should have the JSON and function calling version of it. Structured output, the term that you don't like. You should have the online version of it. These are all like table stakes variants, that you should do when you offer a base LLM, or you train a base LLM.[00:30:44] swyx: And I think online is just like, There, it's important. I think companies like Perplexity, and even Exa, formerly Metaphor, you know, are rising to offer that search needs. And it's kind of like, they're just necessary parts of a system. When you have RAG for internal knowledge, and then you have, you know, Online search for external knowledge, like things that you don't know yet?[00:31:06] swyx: Mm-Hmm. . And it seems like it's, it's one of many tools. I feel like I may be underestimating this, but I'm just gonna put it out there that I, I think it has some, some potential. One of the evidence points that it doesn't actually matter that much is that Perplexity has a, has had online LMS for three months now and it performs, doesn't perform great.[00:31:25] swyx: Mm-Hmm. on, on lms, it's like number 30 or something. So it's like, okay. You know, like. It's, it's, it helps, but it doesn't give you a giant, giant boost. I[00:31:34] Alessio: feel like a lot of stuff I do with LLMs doesn't need to be online. So I'm always wondering, again, going back to like state of the art, right? It's like state of the art for who and for what.[00:31:45] Alessio: It's really, I think online LLMs are going to be, State of the art for, you know, news related activity that you need to do. Like, you're like, you know, social media, right? It's like, you want to have all the latest stuff, but coding, science,[00:32:01] swyx: Yeah, but I think. Sometimes you don't know what is news, what is news affecting.[00:32:07] swyx: Like, the decision to use an offline LLM is already a decision that you might not be consciously making that might affect your results. Like, what if, like, just putting things on, being connected online means that you get to invalidate your knowledge. And when you're just using offline LLM, like it's never invalidated.[00:32:27] swyx: I[00:32:28] Alessio: agree, but I think going back to your point of like the standing the test of time, I think sometimes you can get swayed by the online stuff, which is like, hey, you ask a question about, yeah, maybe AI research direction, you know, and it's like, all the recent news are about this thing. So the LLM like focus on answering, bring it up, you know, these things.[00:32:50] swyx: Yeah, so yeah, I think, I think it's interesting, but I don't know if I can, I bet heavily on this.[00:32:56] Alessio: Cool. Was there one that you forgot to put, or, or like a, a new direction? Yeah,[00:33:01] swyx: so, so this brings us into sort of February. ish.[00:33:05] OpenAI Sora and why everyone underestimated videogen[00:33:05] swyx: So like I published this in like 15 came with Sora. And so like the one thing I did not mention here was anything about multimodality.[00:33:16] swyx: Right. And I have chronically underweighted this. I always wrestle. And, and my cop out is that I focused this piece or this research direction piece on LLMs because LLMs are the source of like AGI, quote unquote AGI. Everything else is kind of like. You know, related to that, like, generative, like, just because I can generate better images or generate better videos, it feels like it's not on the critical path to AGI, which is something that Nat Friedman also observed, like, the day before Sora, which is kind of interesting.[00:33:49] swyx: And so I was just kind of like trying to focus on like what is going to get us like superhuman reasoning that we can rely on to build agents that automate our lives and blah, blah, blah, you know, give us this utopian future. But I do think that I, everybody underestimated the, the sheer importance and cultural human impact of Sora.[00:34:10] swyx: And you know, really actually good text to video. Yeah. Yeah.[00:34:14] Alessio: And I saw Jim Fan at a, at a very good tweet about why it's so impressive. And I think when you have somebody leading the embodied research at NVIDIA and he said that something is impressive, you should probably listen. So yeah, there's basically like, I think you, you mentioned like impacting the world, you know, that we live in.[00:34:33] Alessio: I think that's kind of like the key, right? It's like the LLMs don't have, a world model and Jan Lekon. He can come on the podcast and talk all about what he thinks of that. But I think SORA was like the first time where people like, Oh, okay, you're not statically putting pixels of water on the screen, which you can kind of like, you know, project without understanding the physics of it.[00:34:57] Alessio: Now you're like, you have to understand how the water splashes when you have things. And even if you just learned it by watching video and not by actually studying the physics, You still know it, you know, so I, I think that's like a direction that yeah, before you didn't have, but now you can do things that you couldn't before, both in terms of generating, I think it always starts with generating, right?[00:35:19] Alessio: But like the interesting part is like understanding it. You know, it's like if you gave it, you know, there's the video of like the, the ship in the water that they generated with SORA, like if you gave it the video back and now it could tell you why the ship is like too rocky or like it could tell you why the ship is sinking, then that's like, you know, AGI for like all your rig deployments and like all this stuff, you know, so, but there's none, there's none of that yet, so.[00:35:44] Alessio: Hopefully they announce it and talk more about it. Maybe a Dev Day this year, who knows.[00:35:49] swyx: Yeah who knows, who knows. I'm talking with them about Dev Day as well. So I would say, like, the phrasing that Jim used, which resonated with me, he kind of called it a data driven world model. I somewhat agree with that.[00:36:04] Does Sora have a World Model? Yann LeCun vs Jim Fan[00:36:04] swyx: I am on more of a Yann LeCun side than I am on Jim's side, in the sense that I think that is the vision or the hope that these things can build world models. But you know, clearly even at the current SORA size, they don't have the idea of, you know, They don't have strong consistency yet. They have very good consistency, but fingers and arms and legs will appear and disappear and chairs will appear and disappear.[00:36:31] swyx: That definitely breaks physics. And it also makes me think about how we do deep learning versus world models in the sense of You know, in classic machine learning, when you have too many parameters, you will overfit, and actually that fails, that like, does not match reality, and therefore fails to generalize well.[00:36:50] swyx: And like, what scale of data do we need in order to world, learn world models from video? A lot. Yeah. So, so I, I And cautious about taking this interpretation too literally, obviously, you know, like, I get what he's going for, and he's like, obviously partially right, obviously, like, transformers and, and, you know, these, like, these sort of these, these neural networks are universal function approximators, theoretically could figure out world models, it's just like, how good are they, and how tolerant are we of hallucinations, we're not very tolerant, like, yeah, so It's, it's, it's gonna prior, it's gonna bias us for creating like very convincing things, but then not create like the, the, the useful role models that we want.[00:37:37] swyx: At the same time, what you just said, I think made me reflect a little bit like we just got done saying how important synthetic data is for Mm-Hmm. for training lms. And so like, if this is a way of, of synthetic, you know, vi video data for improving our video understanding. Then sure, by all means. Which we actually know, like, GPT 4, Vision, and Dolly were trained, kind of, co trained together.[00:38:02] swyx: And so, like, maybe this is on the critical path, and I just don't fully see the full picture yet.[00:38:08] Alessio: Yeah, I don't know. I think there's a lot of interesting stuff. It's like, imagine you go back, you have Sora, you go back in time, and Newton didn't figure out gravity yet. Would Sora help you figure it out?[00:38:21] Alessio: Because you start saying, okay, a man standing under a tree with, like, Apples falling, and it's like, oh, they're always falling at the same speed in the video. Why is that? I feel like sometimes these engines can like pick up things, like humans have a lot of intuition, but if you ask the average person, like the physics of like a fluid in a boat, they couldn't be able to tell you the physics, but they can like observe it, but humans can only observe this much, you know, versus like now you have these models to observe everything and then They generalize these things and maybe we can learn new things through the generalization that they pick up.[00:38:55] swyx: But again, And it might be more observant than us in some respects. In some ways we can scale it up a lot more than the number of physicists that we have available at Newton's time. So like, yeah, absolutely possible. That, that this can discover new science. I think we have a lot of work to do to formalize the science.[00:39:11] swyx: And then, I, I think the last part is you know, How much, how much do we cheat by gen, by generating data from Unreal Engine 5? Mm hmm. which is what a lot of people are speculating with very, very limited evidence that OpenAI did that. The strongest evidence that I saw was someone who works a lot with Unreal Engine 5 looking at the side characters in the videos and noticing that they all adopt Unreal Engine defaults.[00:39:37] swyx: of like, walking speed, and like, character choice, like, character creation choice. And I was like, okay, like, that's actually pretty convincing that they actually use Unreal Engine to bootstrap some synthetic data for this training set. Yeah,[00:39:52] Alessio: could very well be.[00:39:54] swyx: Because then you get the labels and the training side by side.[00:39:58] swyx: One thing that came up on the last day of February, which I should also mention, is EMO coming out of Alibaba, which is also a sort of like video generation and space time transformer that also involves probably a lot of synthetic data as well. And so like, this is of a kind in the sense of like, oh, like, you know, really good generative video is here and It is not just like the one, two second clips that we saw from like other, other people and like, you know, Pika and all the other Runway are, are, are, you know, run Cristobal Valenzuela from Runway was like game on which like, okay, but like, let's see your response because we've heard a lot about Gen 1 and 2, but like, it's nothing on this level of Sora So it remains to be seen how we can actually apply this, but I do think that the creative industry should start preparing.[00:40:50] swyx: I think the Sora technical blog post from OpenAI was really good.. It was like a request for startups. It was so good in like spelling out. Here are the individual industries that this can impact.[00:41:00] swyx: And anyone who, anyone who's like interested in generative video should look at that. But also be mindful that probably when OpenAI releases a Soa API, right? The you, the in these ways you can interact with it are very limited. Just like the ways you can interact with Dahlia very limited and someone is gonna have to make open SOA to[00:41:19] swyx: Mm-Hmm to, to, for you to create comfy UI pipelines.[00:41:24] Alessio: The stability folks said they wanna build an open. For a competitor, but yeah, stability. Their demo video, their demo video was like so underwhelming. It was just like two people sitting on the beach[00:41:34] swyx: standing. Well, they don't have it yet, right? Yeah, yeah.[00:41:36] swyx: I mean, they just wanna train it. Everybody wants to, right? Yeah. I, I think what is confusing a lot of people about stability is like they're, they're, they're pushing a lot of things in stable codes, stable l and stable video diffusion. But like, how much money do they have left? How many people do they have left?[00:41:51] swyx: Yeah. I have had like a really, Ima Imad spent two hours with me. Reassuring me things are great. And, and I'm like, I, I do, like, I do believe that they have really, really quality people. But it's just like, I, I also have a lot of very smart people on the other side telling me, like, Hey man, like, you know, don't don't put too much faith in this, in this thing.[00:42:11] swyx: So I don't know who to believe. Yeah.[00:42:14] Alessio: It's hard. Let's see. What else? We got a lot more stuff. I don't know if we can. Yeah, Groq.[00:42:19] Groq Math[00:42:19] Alessio: We can[00:42:19] swyx: do a bit of Groq prep. We're, we're about to go to talk to Dylan Patel. Maybe, maybe it's the audio in here. I don't know. It depends what, what we get up to later. What, how, what do you as an investor think about Groq? Yeah. Yeah, well, actually, can you recap, like, why is Groq interesting? So,[00:42:33] Alessio: Jonathan Ross, who's the founder of Groq, he's the person that created the TPU at Google. It's actually, it was one of his, like, 20 percent projects. It's like, he was just on the side, dooby doo, created the TPU.[00:42:46] Alessio: But yeah, basically, Groq, they had this demo that went viral, where they were running Mistral at, like, 500 tokens a second, which is like, Fastest at anything that you have out there. The question, you know, it's all like, The memes were like, is NVIDIA dead? Like, people don't need H100s anymore. I think there's a lot of money that goes into building what GRUK has built as far as the hardware goes.[00:43:11] Alessio: We're gonna, we're gonna put some of the notes from, from Dylan in here, but Basically the cost of the Groq system is like 30 times the cost of, of H100 equivalent. So, so[00:43:23] swyx: let me, I put some numbers because me and Dylan were like, I think the two people actually tried to do Groq math. Spreadsheet doors.[00:43:30] swyx: Spreadsheet doors. So, one that's, okay, oh boy so, so, equivalent H100 for Lama 2 is 300, 000. For a system of 8 cards. And for Groq it's 2. 3 million. Because you have to buy 576 Groq cards. So yeah, that, that just gives people an idea. So like if you deprecate both over a five year lifespan, per year you're deprecating 460K for Groq, and 60K a year for H100.[00:43:59] swyx: So like, Groqs are just way more expensive per model that you're, that you're hosting. But then, you make it up in terms of volume. So I don't know if you want to[00:44:08] Alessio: cover that. I think one of the promises of Groq is like super high parallel inference on the same thing. So you're basically saying, okay, I'm putting on this upfront investment on the hardware, but then I get much better scaling once I have it installed.[00:44:24] Alessio: I think the big question is how much can you sustain the parallelism? You know, like if you get, if you're going to get 100% Utilization rate at all times on Groq, like, it's just much better, you know, because like at the end of the day, the tokens per second costs that you're getting is better than with the H100s, but if you get to like 50 percent utilization rate, you will be much better off running on NVIDIA.[00:44:49] Alessio: And if you look at most companies out there, who really gets 100 percent utilization rate? Probably open AI at peak times, but that's probably it. But yeah, curious to see more. I saw Jonathan was just at the Web Summit in Dubai, in Qatar. He just gave a talk there yesterday. That I haven't listened to yet.[00:45:09] Alessio: I, I tweeted that he should come on the pod. He liked it. And then rock followed me on Twitter. I don't know if that means that they're interested, but[00:45:16] swyx: hopefully rock social media person is just very friendly. They, yeah. Hopefully[00:45:20] Alessio: we can get them. Yeah, we, we gonna get him. We[00:45:22] swyx: just call him out and, and so basically the, the key question is like, how sustainable is this and how much.[00:45:27] swyx: This is a loss leader the entire Groq management team has been on Twitter and Hacker News saying they are very, very comfortable with the pricing of 0. 27 per million tokens. This is the lowest that anyone has offered tokens as far as Mixtral or Lama2. This matches deep infra and, you know, I think, I think that's, that's, that's about it in terms of that, that, that low.[00:45:47] swyx: And we think the pro the break even for H100s is 50 cents. At a, at a normal utilization rate. To make this work, so in my spreadsheet I made this, made this work. You have to have like a parallelism of 500 requests all simultaneously. And you have, you have model bandwidth utilization of 80%.[00:46:06] swyx: Which is way high. I just gave them high marks for everything. Groq has two fundamental tech innovations that they hinge their hats on in terms of like, why we are better than everyone. You know, even though, like, it remains to be independently replicated. But one you know, they have this sort of the entire model on the chip idea, which is like, Okay, get rid of HBM.[00:46:30] swyx: And, like, put everything in SREM. Like, okay, fine, but then you need a lot of cards and whatever. And that's all okay. And so, like, because you don't have to transfer between memory, then you just save on that time and that's why they're faster. So, a lot of people buy that as, like, that's the reason that you're faster.[00:46:45] swyx: Then they have, like, some kind of crazy compiler, or, like, Speculative routing magic using compilers that they also attribute towards their higher utilization. So I give them 80 percent for that. And so that all that works out to like, okay, base costs, I think you can get down to like, maybe like 20 something cents per million tokens.[00:47:04] swyx: And therefore you actually are fine if you have that kind of utilization. But it's like, I have to make a lot of fearful assumptions for this to work.[00:47:12] Alessio: Yeah. Yeah, I'm curious to see what Dylan says later.[00:47:16] swyx: So he was like completely opposite of me. He's like, they're just burning money. Which is great.[00:47:22] Analyzing Gemini's 1m Context, Reddit deal, Imagegen politics, Gemma via the Four Wars[00:47:22] Alessio: Gemini, want to do a quick run through since this touches on all the four words.[00:47:28] swyx: Yeah, and I think this is the mark of a useful framework, that when a new thing comes along, you can break it down in terms of the four words and sort of slot it in or analyze it in those four frameworks, and have nothing left.[00:47:41] swyx: So it's a MECE categorization. MECE is Mutually Exclusive and Collectively Exhaustive. And that's a really, really nice way to think about taxonomies and to create mental frameworks. So, what is Gemini 1. 5 Pro? It is the newest model that came out one week after Gemini 1. 0. Which is very interesting.[00:48:01] swyx: They have not really commented on why. They released this the headline feature is that it has a 1 million token context window that is multi modal which means that you can put all sorts of video and audio And PDFs natively in there alongside of text and, you know, it's, it's at least 10 times longer than anything that OpenAI offers which is interesting.[00:48:20] swyx: So it's great for prototyping and it has interesting discussions on whether it kills RAG.[00:48:25] Alessio: Yeah, no, I mean, we always talk about, you know, Long context is good, but you're getting charged per token. So, yeah, people love for you to use more tokens in the context. And RAG is better economics. But I think it all comes down to like how the price curves change, right?[00:48:42] Alessio: I think if anything, RAG's complexity goes up and up the more you use it, you know, because you have more data sources, more things you want to put in there. The token costs should go down over time, you know, if the model stays fixed. If people are happy with the model today. In two years, three years, it's just gonna cost a lot less, you know?[00:49:02] Alessio: So now it's like, why would I use RAG and like go through all of that? It's interesting. I think RAG is better cutting edge economics for LLMs. I think large context will be better long tail economics when you factor in the build cost of like managing a RAG pipeline. But yeah, the recall was like the most interesting thing because we've seen the, you know, You know, in the haystack things in the past, but apparently they have 100 percent recall on anything across the context window.[00:49:28] Alessio: At least they say nobody has used it. No, people[00:49:30] swyx: have. Yeah so as far as, so, so what this needle in a haystack thing for people who aren't following as closely as us is that someone, I forget his name now someone created this needle in a haystack problem where you feed in a whole bunch of generated junk not junk, but just like, Generate a data and ask it to specifically retrieve something in that data, like one line in like a hundred thousand lines where it like has a specific fact and if it, if you get it, you're, you're good.[00:49:57] swyx: And then he moves the needle around, like, you know, does it, does, does your ability to retrieve that vary if I put it at the start versus put it in the middle, put it at the end? And then you generate this like really nice chart. That, that kind of shows like it's recallability of a model. And he did that for GPT and, and Anthropic and showed that Anthropic did really, really poorly.[00:50:15] swyx: And then Anthropic came back and said it was a skill issue, just add this like four, four magic words, and then, then it's magically all fixed. And obviously everybody laughed at that. But what Gemini came out with was, was that, yeah, we, we reproduced their, you know, haystack issue you know, test for Gemini, and it's good across all, all languages.[00:50:30] swyx: All the one million token window, which is very interesting because usually for typical context extension methods like rope or yarn or, you know, anything like that, or alibi, it's lossy like by design it's lossy, usually for conversations that's fine because we are lossy when we talk to people but for superhuman intelligence, perfect memory across Very, very long context.[00:50:51] swyx: It's very, very interesting for picking things up. And so the people who have been given the beta test for Gemini have been testing this. So what you do is you upload, let's say, all of Harry Potter and you change one fact in one sentence, somewhere in there, and you ask it to pick it up, and it does. So this is legit.[00:51:08] swyx: We don't super know how, because this is, like, because it doesn't, yes, it's slow to inference, but it's not slow enough that it's, like, running. Five different systems in the background without telling you. Right. So it's something, it's something interesting that they haven't fully disclosed yet. The open source community has centered on this ring attention paper, which is created by your friend Matei Zaharia, and a couple other people.[00:51:36] swyx: And it's a form of distributing the compute. I don't super understand, like, why, you know, doing, calculating, like, the fee for networking and attention. In block wise fashion and distributing it makes it so good at recall. I don't think they have any answer to that. The only thing that Ring of Tension is really focused on is basically infinite context.[00:51:59] swyx: They said it was good for like 10 to 100 million tokens. Which is, it's just great. So yeah, using the four wars framework, what is this framework for Gemini? One is the sort of RAG and Ops war. Here we care less about RAG now, yes. Or, we still care as much about RAG, but like, now it's it's not important in prototyping.[00:52:21] swyx: And then, for data war I guess this is just part of the overall training dataset, but Google made a 60 million deal with Reddit and presumably they have deals with other companies. For the multi modality war, we can talk about the image generation, Crisis, or the fact that Gemini also has image generation, which we'll talk about in the next section.[00:52:42] swyx: But it also has video understanding, which is, I think, the top Gemini post came from our friend Simon Willison, who basically did a short video of him scanning over his bookshelf. And it would be able to convert that video into a JSON output of what's on that bookshelf. And I think that is very useful.[00:53:04] swyx: Actually ties into the conversation that we had with David Luan from Adept. In a sense of like, okay what if video was the main modality instead of text as the input? What if, what if everything was video in, because that's how we work. We, our eyes don't actually read, don't actually like get input, our brains don't get inputs as characters.[00:53:25] swyx: Our brains get the pixels shooting into our eyes, and then our vision system takes over first, and then we sort of mentally translate that into text later. And so it's kind of like what Adept is kind of doing, which is driving by vision model, instead of driving by raw text understanding of the DOM. And, and I, I, in that, that episode, which we haven't released I made the analogy to like self-driving by lidar versus self-driving by camera.[00:53:52] swyx: Mm-Hmm. , right? Like, it's like, I think it, what Gemini and any other super long context that model that is multimodal unlocks is what if you just drive everything by video. Which is[00:54:03] Alessio: cool. Yeah, and that's Joseph from Roboflow. It's like anything that can be seen can be programmable with these models.[00:54:12] Alessio: You mean[00:54:12] swyx: the computer vision guy is bullish on computer vision?[00:54:18] Alessio: It's like the rag people. The rag people are bullish on rag and not a lot of context. I'm very surprised. The, the fine tuning people love fine tuning instead of few shot. Yeah. Yeah. The, yeah, the, that's that. Yeah, the, I, I think the ring attention thing, and it's how they did it, we don't know. And then they released the Gemma models, which are like a 2 billion and 7 billion open.[00:54:41] Alessio: Models, which people said are not, are not good based on my Twitter experience, which are the, the GPU poor crumbs. It's like, Hey, we did all this work for us because we're GPU rich and we're just going to run this whole thing. And

Everywhere you look, people are talking about AI. From Copilot to ChatGPT to Postgres's powerful AI capabilities (think: pgvector), AI is everywhere. In this episode of Path To Citus Con, for developers who love Postgres, Arda Aytekin joined Claire and Pino to chat about spinning up on Postgres and AI. Arda shared his origin story in mechanical engineering and data science before walking us through vector databases, pgvector, and azure_ai. Arda is one of the creators of the azure_ai extension, so the conversation delves into the azure_ai integration between Azure Database for PostgreSQL and Azure AI Services. Also discussed (of course) was—Responsible AI.Links mentioned in this episode:pgvector on GitHub: https://github.com/pgvector/pgvectorAndrew Kane: https://github.com/ankaneSimon Willison's Blog: https://simonwillison.net/Demo of Azure AI & pgvector with Azure Database for PostgreSQL by Claire Giordano: https://youtu.be/em0PKDGzzlQ?si=TrOQHXO5gqIuGsU0Blog: Introducing the azure_ai extension to Azure Database for PostgreSQL by Denzil Ribeiro: https://techcommunity.microsoft.com/t5/azure-database-for-postgresql/introducing-the-azure-ai-extension-to-azure-database-for/ba-p/3980291Documentation: Azure Database for PostgreSQL - Flexible Server Azure AI Extension: https://learn.microsoft.com/azure/postgresql/flexible-server/generative-ai-azure-overviewBlog: Vectors are the new JSON in PostgreSQL by Jonathan Katz: https://jkatz05.com/post/postgres/vectors-json-postgresql/Responsible AI at Microsoft: https://aka.ms/raiAndreessen's Corollary: Ethical Dilemmas in Software Engineering by Bryan Cantrill: https://www.youtube.com/watch?v=0wtvQZijPzgBlog: Phi-2: The surprising power of small language models by Mojan Javaheripi & Sébastien Bubeck: https://www.microsoft.com/research/blog/phi-2-the-surprising-power-of-small-language-models/pg_vectorize: https://github.com/tembo-io/pg_vectorizeOpenAI API documentation: https://platform.openai.com/docs/introductionMicrosoft Azure AI Fundamentals: Generative AI - Training: https://learn.microsoft.com/training/paths/introduction-generative-ai/ChatGPT Prompt Engineering for Developers: https://www.deeplearning.ai/short-courses/chatgpt-prompt-engineering-for-developers/Andrej Karpathy's keynote @ Microsoft Build 2023: https://www.youtube.com/watch?v=bZQun8Y4L2AStanford University CS231n: Deep Learning for Computer Vision: http://cs231n.stanford.edu/LangChain: https://www.langchain.com/Towards Data Science: https://towardsdatascience.com/Generative AI for Beginners on GitHub: https://github.com/microsoft/generative-ai-for-beginners/Zero-shot learning: https://en.wikipedia.org/wiki/Zero-shot_learningAndrej Karpathy thread on LLMs: https://www.threads.net/@karpathy/post/C3lBSlov1QJ/Podcast: Path to Citus Con Ep01: Working in public on open source with Simon Willison & Marco Slot: https://pathtocituscon.transistor.fm/episodes/working-in-public-on-open-sourceThe Art of PostgreSQL by Dimitri Fontaine, get 15% OFF with CLAIRE15: https://theartofpostgresql.com/Podcast: Path to Citus Con Ep08: Solving every data problem in SQL w/Dimitri Fontaine & Vik Fearing: https://pathtocituscon.transistor.fm/episodes/solving-every-data-problem-in-sql-w-dimitri-fontaine-vik-fearing)Arda Aytekin's scheduled talk at PGDay Chicago 2024 on April 26: https://postgresql.us/events/pgdaychicago2024/schedule/session/1542-learnings-from-extension-development-in-rust-pgrx/ CFP for POSETTE: An Event for Postgres (free & virtual event) open until April 7th 2024: https://aka.ms/posette-cfp-2024

This Friday we're doing a special crossover event in SF with of SemiAnalysis (previous guest!), and we will do a live podcast on site. RSVP here. Also join us on June 25-27 for the biggest AI Engineer conference of the year!Replicate is one of the most popular AI inference providers, reporting over 2 million users as of their $40m Series B with a16z. But how did they get there? The Definitive Replicate Story (warts and all)Their overnight success took 5 years of building, and it all started with arXiv Vanity, which was a 2017 vacation project that scrapes arXiv PDFs and re-renders them into semantic web pages that reflow nicely with better typography and whitespace. From there, Ben and Andreas' idea was to build tools to make ML research more robust and reproducible by making it easy to share code artefacts alongside papers. They had previously created Fig, which made it easy to spin up dev environments; it was eventually acquired by Docker and turned into `docker-compose`, the industry standard way to define services from containerized applications. 2019: CogThe first iteration of Replicate was a Fig-equivalent for ML workloads which they called Cog; it made it easy for researchers to package all their work and share it with peers for review and reproducibility. But they found that researchers were terrible users: they'd do all this work for a paper, publish it, and then never return to it again. “We talked to a bunch of researchers and they really wanted that.... But how the hell is this a business, you know, like how are we even going to make any money out of this? …So we went and talked to a bunch of companies trying to sell them something which didn't exist. So we're like, hey, do you want a way to share research inside your company so that other researchers or say like the product manager can test out the machine learning model? They're like, maybe. Do you want like a deployment platform for deploying models? Do you want a central place for versioning models? We were trying to think of lots of different products we could sell that were related to this thing…So we then got halfway through our YC batch. We hadn't built a product. We had no users. We had no idea what our business was going to be because we couldn't get anybody to like buy something which didn't exist. And actually there was quite a way through our, I think it was like two thirds the way through our YC batch or something. And we're like, okay, well we're kind of screwed now because we don't have anything to show at demo day.”The team graduated YCombinator with no customers, no product and nothing to demo - which was fine because demo day got canceled as the YC W'20 class graduated right into the pandemic. The team spent the next year exploring and building Covid tools.2021: CLIP + GAN = PixRayBy 2021, OpenAI released CLIP. Overnight dozens of Discord servers got spun up to hack on CLIP + GANs. Unlike academic researchers, this community was constantly releasing new checkpoints and builds of models. PixRay was one of the first models being built on Replicate, and it quickly started taking over the community. Chris Dixon has a famous 2010 post titled “The next big thing will start out looking like a toy”; image generation would have definitely felt like a toy in 2021, but it gave Replicate its initial boost.2022: Stable DiffusionIn August 2022 Stable Diffusion came out, and all the work they had been doing to build this infrastructure for CLIP / GANs models became the best way for people to share their StableDiffusion fine-tunes:And like the first week we saw people making animation models out of it. We saw people make game texture models that use circular convolutions to make repeatable textures. We saw a few weeks later, people were fine tuning it so you could put your face in these models and all of these other ways. […] So tons of product builders wanted to build stuff with it. And we were just sitting in there in the middle, as the interface layer between all these people who wanted to build, and all these machine learning experts who were building cool models. And that's really where it took off. Incredible supply, incredible demand, and we were just in the middle.(Stable Diffusion also spawned Latent Space as a newsletter)The landing page paved the cowpath for the intense interest in diffusion model APIs.2023: Llama & other multimodal LLMsBy 2023, Replicate's growing visibility in the Stable Diffusion indie hacker community came from top AI hackers like Pieter Levels and Danny Postmaa, each making millions off their AI apps:Meta then released LLaMA 1 and 2 (our coverage of it), greatly pushing forward the SOTA open source model landscape. Demand for text LLMs and other modalities rose, and Replicate broadened its focus accordingly, culminating in a $18m Series A and $40m Series B from a16z (at a $350m valuation).Building standards for the AI worldNow that the industry is evolving from toys to enterprise use cases, all these companies are working to set standards for their own space. We cover this at ~45 mins in the podcast. Some examples:* LangChain has been trying to establish "chain” as the standard mental models when putting multiple prompts and models together, and the “LangChain Expression Language” to go with it. (Our episode with Harrison)* LLamaHub for packaging RAG utilities. (Our episode with Jerry)* Ollama's Modelfile to define runtimes for different model architectures. These are usually targeted at local inference. * Cog (by Replicate) to create environments to which you can easily attach CUDA devices and make it easy to spin up inference on remote servers. * GGUF as the filetype ggml-based executors. None of them have really broken out yet, but this is going to become a fiercer competition as the market matures. Full Video PodcastAs a reminder, all Latent Space pods now come in full video on our YouTube, with bonus content that we cut for time!Show Notes* Ben Firshman* Replicate* Free $10 credit for Latent Space readers* Andreas Jansson (Ben's co-founder)* Charlie Holtz (Replicate's Hacker in Residence)* Fig (now Docker Compose)* Command Line Interface Guidelines (clig)* Apple Human Interface Guidelines* arXiv Vanity* Open Interpreter* PixRay* SF Compute* Big Sleep by Advadnoun* VQGAN-CLIP by Rivers Have WingsTimestamps* [00:00:00] Introductions* [00:01:17] Low latency is all you need* [00:04:08] Evolution of CLIs* [00:05:59] How building ArxivVanity led to Replicate* [00:11:37] Making ML research replicable with containers* [00:17:22] Doing YC in 2020 and pivoting to tools for COVID* [00:20:22] Launching the first version of Replicate* [00:25:51] Embracing the generative image community* [00:28:04] Getting reverse engineered into an API product* [00:31:25] Growing to 2 million users* [00:34:29] Indie vs Enterprise customers* [00:37:09] How Unsplash uses Replicate* [00:38:29] Learnings from Docker that went into Cog* [00:45:25] Creating AI standards* [00:50:05] Replicate's compute availability* [00:53:55] Fixing GPU waste* [01:00:39] What's open source AI?* [01:04:46] Building for AI engineers* [01:06:41] Hiring at ReplicateThis summary covers the full range of topics discussed throughout the episode, providing a comprehensive overview of the content and insights shared.TranscriptAlessio [00:00:00]: Hey everyone, welcome to the Latent Space podcast. This is Alessio, partner and CTO in Residence at Decibel Partners, and I'm joined by my co-host Swyx, founder of Smol AI.Swyx [00:00:14]: Hey, and today we have Ben Firshman in the studio. Welcome Ben.Ben [00:00:18]: Hey, good to be here.Swyx [00:00:19]: Ben, you're a co-founder and CEO of Replicate. Before that, you were most notably founder of Fig, which became Docker Compose. You also did a couple of other things before that, but that's what a lot of people know you for. What should people know about you that, you know, outside of your, your sort of LinkedIn profile?Ben [00:00:35]: Yeah. Good question. I think I'm a builder and tinkerer, like in a very broad sense. And I love using my hands to make things. So like I work on, you know, things may be a bit closer to tech, like electronics. I also like build things out of wood and I like fix cars and I fix my bike and build bicycles and all this kind of stuff. And there's so much, I think I've learned from transferable skills, from just like working in the real world to building things, building things in software. And you know, it's so much about being a builder, both in real life and, and in software that crosses over.Swyx [00:01:11]: Is there a real world analogy that you use often when you're thinking about like a code architecture or problem?Ben [00:01:17]: I like to build software tools as if they were something real. So I wrote this thing called the command line interface guidelines, which was a bit like sort of the Mac human interface guidelines, but for command line interfaces, I did it with the guy I created Docker Compose with and a few other people. And I think something in there, I think I described that your command line interface should feel like a big iron machine where you pull a lever and it goes clunk and like things should respond within like 50 milliseconds as if it was like a real life thing. And like another analogy here is like in the real life, you know, when you press a button on an electronic device and it's like a soft switch and you press it and nothing happens and there's no physical feedback of anything happening, then like half a second later, something happens. Like that's how a lot of software feels, but instead like software should feel more like something that's real where you touch, you pull a physical lever and the physical lever moves, you know, and I've taken that lesson of kind of human interface to, to software a ton. You know, it's all about kind of low latency of feeling, things feeling really solid and robust, both the command lines and, and user interfaces as well.Swyx [00:02:22]: And how did you operationalize that for Fig or Docker?Ben [00:02:27]: A lot of it's just low latency. Actually, we didn't do it very well for Fig in the first place. We used Python, which was a big mistake where Python's really hard to get booting up fast because you have to load up the whole Python runtime before it can run anything. Okay. Go is much better at this where like Go just instantly starts.Swyx [00:02:45]: You have to be under 500 milliseconds to start up?Ben [00:02:48]: Yeah, effectively. I mean, I mean, you know, perception of human things being immediate is, you know, something like a hundred milliseconds. So anything like that is, is yeah, good enough.Swyx [00:02:57]: Yeah. Also, I should mention, since we're talking about your side projects, well, one thing is I am maybe one of a few fellow people who have actually written something about CLI design principles because I was in charge of the Netlify CLI back in the day and had many thoughts. One of my fun thoughts, I'll just share it in case you have thoughts, is I think CLIs are effectively starting points for scripts that are then run. And the moment one of the script's preconditions are not fulfilled, typically they end. So the CLI developer will just exit the program. And the way that I designed, I really wanted to create the Netlify dev workflow was for it to be kind of a state machine that would resolve itself. If it detected a precondition wasn't fulfilled, it would actually delegate to a subprogram that would then fulfill that precondition, asking for more info or waiting until a condition is fulfilled. Then it would go back to the original flow and continue that. I don't know if that was ever tried or is there a more formal definition of it? Because I just came up with it randomly. But it felt like the beginnings of AI in the sense that when you run a CLI command, you have an intent to do something and you may not have given the CLI all the things that it needs to do, to execute that intent. So that was my two cents.Ben [00:04:08]: Yeah, that reminds me of a thing we sort of thought about when writing the CLI guidelines, where CLIs were designed in a world where the CLI was really a programming environment and it's primarily designed for machines to use all of these commands and scripts. Whereas over time, the CLI has evolved to humans. It was back in a world where the primary way of using computers was writing shell scripts effectively. We've transitioned to a world where actually humans are using CLI programs much more than they used to. And the current sort of best practices about how Unix was designed, there's lots of design documents about Unix from the 70s and 80s, where they say things like, command line commands should not output anything on success. It should be completely silent, which makes sense if you're using it in a shell script. But if a user is using that, it just looks like it's broken. If you type copy and it just doesn't say anything, you assume that it didn't work as a new user. I think what's really interesting about the CLI is that it's actually a really good, to your point, it's a really good user interface where it can be like a conversation, where it feels like you're, instead of just like you telling the computer to do this thing and either silently succeeding or saying, no, you did, failed, it can guide you in the right direction and tell you what your intent might be, and that kind of thing in a way that's actually, it's almost more natural to a CLI than it is in a graphical user interface because it feels like this back and forth with the computer, almost funnily like a language model. So I think there's some interesting intersection of CLIs and language models actually being very sort of closely related and a good fit for each other.Swyx [00:05:59]: Yeah, I'll say one of the surprises from last year, I worked on a coding agent, but I think the most successful coding agent of my cohort was Open Interpreter, which was a CLI implementation. And I have chronically, even as a CLI person, I have chronically underestimated the CLI as a useful interface. You also developed ArchiveVanity, which you recently retired after a glorious seven years.Ben [00:06:22]: Something like that.Swyx [00:06:23]: Which is nice, I guess, HTML PDFs.Ben [00:06:27]: Yeah, that was actually the start of where Replicate came from. Okay, we can tell that story. So when I quit Docker, I got really interested in science infrastructure, just as like a problem area, because it is like science has created so much progress in the world. The fact that we're, you know, can talk to each other on a podcast and we use computers and the fact that we're alive is probably thanks to medical research, you know. But science is just like completely archaic and broken and it's like 19th century processes that just happen to be copied to the internet rather than take into account that, you know, we can transfer information at the speed of light now. And the whole way science is funded and all this kind of thing is all kind of very broken. And there's just so much potential for making science work better. And I realized that I wasn't a scientist and I didn't really have any time to go and get a PhD and become a researcher, but I'm a tool builder and I could make existing scientists better at their job. And if I could make like a bunch of scientists a little bit better at their job, maybe that's the kind of equivalent of being a researcher. So one particular thing I dialed in on is just how science is disseminated in that all of these PDFs, quite often behind paywalls, you know, on the internet.Swyx [00:07:34]: And that's a whole thing because it's funded by national grants, government grants, then they're put behind paywalls. Yeah, exactly.Ben [00:07:40]: That's like a whole, yeah, I could talk for hours about that. But the particular thing we got dialed in on was, interestingly, these PDFs are also, there's a bunch of open science that happens as well. So math, physics, computer science, machine learning, notably, is all published on the archive, which is actually a surprisingly old institution.Swyx [00:08:00]: Some random Cornell.Ben [00:08:01]: Yeah, it was just like somebody in Cornell who started a mailing list in the 80s. And then when the web was invented, they built a web interface around it. Like it's super old.Swyx [00:08:11]: And it's like kind of like a user group thing, right? That's why they're all these like numbers and stuff.Ben [00:08:15]: Yeah, exactly. Like it's a bit like something, yeah. That's where all basically all of math, physics and computer science happens. But it's still PDFs published to this thing. Yeah, which is just so infuriating. The web was invented at CERN, a physics institution, to share academic writing. Like there are figure tags, there are like author tags, there are heading tags, there are site tags. You know, hyperlinks are effectively citations because you want to link to another academic paper. But instead, you have to like copy and paste these things and try and get around paywalls. Like it's absurd, you know. And now we have like social media and things, but still like academic papers as PDFs, you know. This is not what the web was for. So anyway, I got really frustrated with that. And I went on vacation with my old friend Andreas. So we were, we used to work together in London on a startup, at somebody else's startup. And we were just on vacation in Greece for fun. And he was like trying to read a machine learning paper on his phone, you know, like we had to like zoom in and like scroll line by line on the PDF. And he was like, this is f*****g stupid. So I was like, I know, like this is something we discovered our mutual hatred for this, you know. And we spent our vacation sitting by the pool, like making latex to HTML, like converters, making the first version of Archive Vanity. Anyway, that was up then a whole thing. And the story, we shut it down recently because they caught the eye of Archive. They were like, oh, this is great. We just haven't had the time to work on this. And what's tragic about the Archive, it's like this project of Cornell that's like, they can barely scrounge together enough money to survive. I think it might be better funded now than it was when we were, we were collaborating with them. And compared to these like scientific journals, it's just that this is actually where the work happens. But they just have a fraction of the money that like these big scientific journals have, which is just so tragic. But anyway, they were like, yeah, this is great. We can't afford to like do it, but do you want to like as a volunteer integrate arXiv Vanity into arXiv?Swyx [00:10:05]: Oh, you did the work.Ben [00:10:06]: We didn't do the work. We started doing the work. We did some. I think we worked on this for like a few months to actually get it integrated into arXiv. And then we got like distracted by Replicate. So a guy called Dan picked up the work and made it happen. Like somebody who works on one of the, the piece of the libraries that powers arXiv Vanity. Okay.Swyx [00:10:26]: And the relationship with arXiv Sanity?Ben [00:10:28]: None.Swyx [00:10:30]: Did you predate them? I actually don't know the lineage.Ben [00:10:32]: We were after, we both were both users of arXiv Sanity, which is like a sort of arXiv...Ben [00:10:37]: Which is Andre's RecSys on top of arXiv.Ben [00:10:40]: Yeah. Yeah. And we were both users of that. And I think we were trying to come up with a working name for arXiv and Andreas just like cracked a joke of like, oh, let's call it arXiv Vanity. Let's make the papers look nice. Yeah. Yeah. And that was the working name and it just stuck.Swyx [00:10:52]: Got it.Ben [00:10:53]: Got it.Alessio [00:10:54]: Yeah. And then from there, tell us more about why you got distracted, right? So Replicate, maybe it feels like an overnight success to a lot of people, but you've been building this since 2019. Yeah.Ben [00:11:04]: So what prompted the start?Alessio [00:11:05]: And we've been collaborating for even longer.Ben [00:11:07]: So we created arXiv Vanity in 2017. So in some sense, we've been doing this almost like six, seven years now, a classic seven year.Swyx [00:11:16]: Overnight success.Ben [00:11:17]: Yeah. Yes. We did arXiv Vanity and then worked on a bunch of like surrounding projects. I was still like really interested in science publishing at that point. And I'm trying to remember, because I tell a lot of like the condensed story to people because I can't really tell like a seven year history. So I'm trying to figure out like the right. Oh, we got room. The right length.Swyx [00:11:35]: We want to nail the definitive Replicate story here.Ben [00:11:37]: One thing that's really interesting about these machine learning papers is that these machine learning papers are published on arXiv and a lot of them are actual fundamental research. So like should be like prose describing a theory. But a lot of them are just running pieces of software that like a machine learning researcher made that did something, you know, it was like an image classification model or something. And they managed to make an image classification model that was better than the existing state of the art. And they've made an actual running piece of software that does image segmentation. And then what they had to do is they then had to take that piece of software and write it up as prose and math in a PDF. And what's frustrating about that is like if you want to. So this was like Andreas is, Andreas was a machine learning engineer at Spotify. And some of his job was like he did pure research as well. Like he did a PhD and he was doing a lot of stuff internally. But part of his job was also being an engineer and taking some of these existing things that people have made and published and trying to apply them to actual problems at Spotify. And he was like, you know, you get given a paper which like describes roughly how the model works. It's probably listing lots of crucial information. There's sometimes code on GitHub. More and more there's code on GitHub. But back then it was kind of relatively rare. But it's quite often just like scrappy research code and didn't actually run. And, you know, there was maybe the weights that were on Google Drive, but they accidentally deleted the weights of Google Drive, you know, and it was like really hard to like take this stuff and actually use it for real things. We just started talking together about like his problems at Spotify and I connected this back to my work at Docker as well. I was like, oh, this is what we created containers for. You know, we solved this problem for normal software by putting the thing inside a container so you could ship it around and it kept on running. So we were sort of hypothesizing about like, hmm, what if we put machine learning models inside containers so they could actually be shipped around and they could be defined in like some production ready formats and other researchers could run them to generate baselines and you could people who wanted to actually apply them to real problems in the world could just pick up the container and run it, you know. And we then thought this is quite whether it gets normally in this part of the story I skip forward to be like and then we created cog this container stuff for machine learning models and we created Replicate, the place for people to publish these machine learning models. But there's actually like two or three years between that. The thing we then got dialed into was Andreas was like, what if there was a CI system for machine learning? It's like one of the things he really struggled with as a researcher is generating baselines. So when like he's writing a paper, he needs to like get like five other models that are existing work and get them running.Swyx [00:14:21]: On the same evals.Ben [00:14:22]: Exactly, on the same evals so you can compare apples to apples because you can't trust the numbers in the paper.Swyx [00:14:26]: So you can be Google and just publish them anyway.Ben [00:14:31]: So I think this was coming from the thinking of like there should be containers for machine learning, but why are people going to use that? Okay, maybe we can create a supply of containers by like creating this useful tool for researchers. And the useful tool was like, let's get researchers to package up their models and push them to the central place where we run a standard set of benchmarks across the models so that you can trust those results and you can compare these models apples to apples and for like a researcher for Andreas, like doing a new piece of research, he could trust those numbers and he could like pull down those models, confirm it on his machine, use the standard benchmark to then measure his model and you know, all this kind of stuff. And so we started building that. That's what we applied to YC with, got into YC and we started sort of building a prototype of this. And then this is like where it all starts to fall apart. We were like, okay, that sounds great. And we talked to a bunch of researchers and they really wanted that and that sounds brilliant. That's a great way to create a supply of like models on this research platform. But how the hell is this a business, you know, like how are we even going to make any money out of this? And we're like, oh s**t, that's like the, that's the real unknown here of like what the business is. So we thought it would be a really good idea to like, okay, before we get too deep into this, let's try and like reduce the risk of this turning into a business. So let's try and like research what the business could be for this research tool effectively. So we went and talked to a bunch of companies trying to sell them something which didn't exist. So we're like, hey, do you want a way to share research inside your company so that other researchers or say like the product manager can test out the machine learning model? They're like, maybe. And we were like, do you want like a deployment platform for deploying models? Like, do you want like a central place for versioning models? Like we're trying to think of like lots of different like products we could sell that were like related to this thing. And terrible idea. Like we're not sales people and like people don't want to buy something that doesn't exist. I think some people can pull this off, but we were just like, you know, a bunch of product people, products and engineer people, and we just like couldn't pull this off. So we then got halfway through our YC batch. We hadn't built a product. We had no users. We had no idea what our business was going to be because we couldn't get anybody to like buy something which didn't exist. And actually there was quite a way through our, I think it was like two thirds the way through our YC batch or something. And we're like, okay, well we're kind of screwed now because we don't have anything to show at demo day. And then we then like tried to figure out, okay, what can we build in like two weeks that'll be something. So we like desperately tried to, I can't remember what we've tried to build at that point. And then two weeks before demo day, I just remember it was all, we were going down to Mountain View every week for dinners and we got called on to like an all hands Zoom call, which was super weird. We're like, what's going on? And they were like, don't come to dinner tomorrow. And we realized, we kind of looked at the news and we were like, oh, there's a pandemic going on. We were like so deep in our startup. We were just like completely oblivious to what was going on around us.Swyx [00:17:20]: Was this Jan or Feb 2020?Ben [00:17:22]: This was March 2020. March 2020. 2020.Swyx [00:17:25]: Yeah. Because I remember Silicon Valley at the time was early to COVID. Like they started locking down a lot faster than the rest of the US.Ben [00:17:32]: Yeah, exactly. And I remember, yeah, soon after that, like there was the San Francisco lockdowns and then like the YC batch just like stopped. There wasn't demo day and it was in a sense a blessing for us because we just kind ofSwyx [00:17:43]: In the normal course of events, you're actually allowed to defer to a future demo day. Yeah.Ben [00:17:51]: So we didn't even take any defer because it just kind of didn't happen.Swyx [00:17:55]: So was YC helpful?Ben [00:17:57]: Yes. We completely screwed up the batch and that was our fault. I think the thing that YC has become incredibly valuable for us has been after YC. I think there was a reason why we couldn't, didn't need to do YC to start with because we were quite experienced. We had done some startups before. We were kind of well connected with VCs, you know, it was relatively easy to raise money because we were like a known quantity. You know, if you go to a VC and be like, Hey, I made this piece of-Swyx [00:18:24]: It's Docker Compose for AI.Ben [00:18:26]: Exactly. Yeah. And like, you know, people can pattern match like that and they can have some trust, you know what you're doing. Whereas it's much harder for people straight out of college and that's where like YC sweet spot is like helping people straight out of college who are super promising, like figure out how to do that.Swyx [00:18:40]: No credentials.Ben [00:18:41]: Yeah, exactly. We don't need that. But the thing that's been incredibly useful for us since YC has been, this was actually, I think, so Docker was a YC company and Solomon, the founder of Docker, I think told me this. He was like, a lot of people underestimate the value of YC after you finish the batch. And his biggest regret was like not staying in touch with YC. I might be misattributing this, but I think it was him. And so we made a point of that. And we just stayed in touch with our batch partner, who Jared at YC has been fantastic.Ben [00:19:10]: Jared Friedman. All of like the team at YC, there was the growth team at YC when they were still there and they've been super helpful. And two things have been super helpful about that is like raising money, like they just know exactly how to raise money. And they've been super helpful during that process in all of our rounds, like we've done three rounds since we did YC and they've been super helpful during the whole process. And also just like reaching a ton of customers. So like the magic of YC is that you have all of, like there's thousands of YC companies, I think, on the order of thousands, I think. And they're all of your first customers. And they're like super helpful, super receptive, really want to like try out new things. You have like a warm intro to every one of them basically. And there's this mailing list where you can post about updates to your products, which is like really receptive. And that's just been fantastic for us. Like we've just like got so many of our users and customers through YC. Yeah.Swyx [00:20:00]: Well, so the classic criticism or the sort of, you know, pushback is people don't buy you because you are both from YC. But at least they'll open the email. Right. Like that's the... Okay.Ben [00:20:13]: Yeah. Yeah. Yeah.Swyx [00:20:16]: So that's been a really, really positive experience for us. And sorry, I interrupted with the YC question. Like you were, you make it, you just made it out of the YC, survived the pandemic.Ben [00:20:22]: I'll try and condense this a little bit. Then we started building tools for COVID weirdly. We were like, okay, we don't have a startup. We haven't figured out anything. What's the most useful thing we could be doing right now?Swyx [00:20:32]: Save lives.Ben [00:20:33]: So yeah. Let's try and save lives. I think we failed at that as well. We had a bunch of products that didn't really go anywhere. We kind of worked on, yeah, a bunch of stuff like contact tracing, which turned out didn't really be a useful thing. Sort of Andreas worked on like a door dash for like people delivering food to people who are vulnerable. What else did we do? The meta problem of like helping people direct their efforts to what was most useful and a few other things like that. It didn't really go anywhere. So we're like, okay, this is not really working either. We were considering actually just like doing like work for COVID. We have this decision document early on in our company, which is like, should we become a like government app contracting shop? We decided no.Swyx [00:21:11]: Because you also did work for the gov.uk. Yeah, exactly.Ben [00:21:14]: We had experience like doing some like-Swyx [00:21:17]: And the Guardian and all that.Ben [00:21:18]: Yeah. For like government stuff. And we were just like really good at building stuff. Like we were just like product people. Like I was like the front end product side and Andreas was the back end side. So we were just like a product. And we were working with a designer at the time, a guy called Mark, who did our early designs for Replicate. And we were like, hey, what if we just team up and like become and build stuff? And yeah, we gave up on that in the end for, I can't remember the details. So we went back to machine learning. And then we were like, well, we're not really sure if this is going to work. And one of my most painful experiences from previous startups is shutting them down. Like when you realize it's not really working and having to shut it down, it's like a ton of work and it's people hate you and it's just sort of, you know. So we were like, how can we make something we don't have to shut down? And even better, how can we make something that won't page us in the middle of the night? So we made an open source project. We made a thing which was an open source Weights and Biases, because we had this theory that like people want open source tools. There should be like an open source, like version control, experiment tracking like thing. And it was intuitive to us and we're like, oh, we're software developers and we like command line tools. Like everyone loves command line tools and open source stuff, but machine learning researchers just really didn't care. Like they just wanted to click on buttons. They didn't mind that it was a cloud service. It was all very visual as well, that you need lots of graphs and charts and stuff like this. So it wasn't right. Like it was right. We actually were building something that Andreas made at Spotify for just like saving experiments to cloud storage automatically, but other people didn't really want this. So we kind of gave up on that. And then that was actually originally called Replicate and we renamed that out of the way. So it's now called Keepsake and I think some people still use it. Then we sort of came back, we looped back to our original idea. So we were like, oh, maybe there was a thing in that thing we were originally sort of thinking about of like researchers sharing their work and containers for machine learning models. So we just built that. And at that point we were kind of running out of the YC money. So we were like, okay, this like feels good though. Let's like give this a shot. So that was the point we raised a seed round. We raised seed round. Pre-launch. We raised pre-launch and pre-team. It was an idea basically. We had a little prototype. It was just an idea and a team. But we were like, okay, like, you know, bootstrapping this thing is getting hard. So let's actually raise some money. Then we made Cog and Replicate. It initially didn't have APIs, interestingly. It was just the bit that I was talking about before of helping researchers share their work. So it was a way for researchers to put their work on a webpage such that other people could try it out and so that you could download the Docker container. We cut the benchmarks thing of it because we thought that was just like too complicated. But it had a Docker container that like, you know, Andreas in a past life could download and run with his benchmark and you could compare all these models apples to apples. So that was like the theory behind it. That kind of started to work. It was like still when like, you know, it was long time pre-AI hype and there was lots of interesting stuff going on, but it was very much in like the classic deep learning era. So sort of image segmentation models and sentiment analysis and all these kinds of things, you know, that people were using, that we're using deep learning models for. And we were very much building for research because all of this stuff was happening in research institutions, you know, the sort of people who'd be publishing to archive. So we were creating an accompanying material for their models, basically, you know, they wanted a demo for their models and we were creating a company material for it. What was funny about that is they were like not very good users. Like they were, they were doing great work obviously, but, but the way that research worked is that they, they just made like one thing every six months and they just fired and forget it, forgot it. Like they, they published this piece of paper and like, done, I've, I've published it. So they like output it to Replicate and then they just stopped using Replicate. You know, they were like once every six monthly users and that wasn't great for us, but we stumbled across this early community. This was early 2021 when OpenAI created this, created CLIP and people started smushing CLIP and GANs together to produce image generation models. And this started with, you know, it was just a bunch of like tinkerers on Discord, basically. There was an early model called Big Sleep by Advadnoun. And then there was VQGAN Clip, which was like a bit more popular by Rivers Have Wings. And it was all just people like tinkering on stuff in Colabs and it was very dynamic and it was people just making copies of co-labs and playing around with things and forking in. And to me this, I saw this and I was like, oh, this feels like open source software, like so much more than the research world where like people are publishing these papers.Swyx [00:25:48]: You don't know their real names and it's just like a Discord.Ben [00:25:51]: Yeah, exactly. But crucially, it was like people were tinkering and forking and things were moving really fast and it just felt like this creative, dynamic, collaborative community in a way that research wasn't really, like it was still stuck in this kind of six month publication cycle. So we just kind of latched onto that and started building for this community. And you know, a lot of those early models were published on Replicate. I think the first one that was really primarily on Replicate was one called Pixray, which was sort of mid 2021 and it had a really cool like pixel art output, but it also just like produced general, you know, the sort of, they weren't like crisp in images, but they were quite aesthetically pleasing, like some of these early image generation models. And you know, that was like published primarily on Replicate and then a few other models around that were like published on Replicate. And that's where we really started to find our early community and like where we really found like, oh, we've actually built a thing that people want and they were great users as well. And people really want to try out these models. Lots of people were like running the models on Replicate. We still didn't have APIs though, interestingly, and this is like another like really complicated part of the story. We had no idea what a business model was still at this point. I don't think people could even pay for it. You know, it was just like these web forms where people could run the model.Swyx [00:27:06]: Just for historical interest, which discords were they and how did you find them? Was this the Lion Discord? Yeah, Lion. This is Eleuther.Ben [00:27:12]: Eleuther, yeah. It was the Eleuther one. These two, right? There was a channel where Viki Gangklep, this was early 2021, where Viki Gangklep was set up as a Discord bot. I just remember being completely just like captivated by this thing. I was just like playing around with it all afternoon and like the sort of thing. In Discord. Oh s**t, it's 2am. You know, yeah.Swyx [00:27:33]: This is the beginnings of Midjourney.Ben [00:27:34]: Yeah, exactly. And Stability. It was the start of Midjourney. And you know, it's where that kind of user interface came from. Like what's beautiful about the user interface is like you could see what other people are doing. And you could riff off other people's ideas. And it was just so much fun to just like play around with this in like a channel full of a hundred people. And yeah, that just like completely captivated me and I'm like, okay, this is something, you know. So like we should get these things on Replicate. Yeah, that's where that all came from.Swyx [00:28:00]: And then you moved on to, so was it APIs next or was it Stable Diffusion next?Ben [00:28:04]: It was APIs next. And the APIs happened because one of our users, our web form had like an internal API for making the web form work, like with an API that was called from JavaScript. And somebody like reverse engineered that to start generating images with a script. You know, they did like, you know, Web Inspector Coffee is Carl, like figured out what the API request was. And it wasn't secured or anything.Swyx [00:28:28]: Of course not.Ben [00:28:29]: They started generating a bunch of images and like we got tons of traffic and like what's going on? And I think like a sort of usual reaction to that would be like, hey, you're abusing our API and to shut them down. And instead we're like, oh, this is interesting. Like people want to run these models. So we documented the API in a Notion document, like our internal API in a Notion document and like message this person being like, hey, you seem to have found our API. Here's the documentation. That'll be like a thousand bucks a month, please, with a straight form, like we just click some buttons to make. And they were like, sure, that sounds great. So that was our first customer.Swyx [00:29:05]: A thousand bucks a month.Ben [00:29:07]: It was a surprising amount of money. That's not casual. It was on the order of a thousand bucks a month.Swyx [00:29:11]: So was it a business?Ben [00:29:13]: It was the creator of PixRay. Like it was, he generated NFT art. And so he like made a bunch of art with these models and was, you know, selling these NFTs effectively. And I think lots of people in his community were doing similar things. And like he then referred us to other people who were also generating NFTs and he joined us with models. We started our API business. Yeah. Then we like made an official API and actually like added some billing to it. So it wasn't just like a fixed fee.Swyx [00:29:40]: And now people think of you as the host and models API business. Yeah, exactly.Ben [00:29:44]: But that just turned out to be our business, you know, but what ended up being beautiful about this is it was really fulfilling. Like the original goal of what we wanted to do is that we wanted to make this research that people were making accessible to like other people and for it to be used in the real world. And this was like the just like ultimately the right way to do it because all of these people making these generative models could publish them to replicate and they wanted a place to publish it. And software engineers, you know, like myself, like I'm not a machine learning expert, but I want to use this stuff, could just run these models with a single line of code. And we thought, oh, maybe the Docker image is enough, but it's actually super hard to get the Docker image running on a GPU and stuff. So it really needed to be the hosted API for this to work and to make it accessible to software engineers. And we just like wound our way to this. Yeah.Swyx [00:30:30]: Two years to the first paying customer. Yeah, exactly.Alessio [00:30:33]: Did you ever think about becoming Midjourney during that time? You have like so much interest in image generation.Swyx [00:30:38]: I mean, you're doing fine for the record, but, you know, it was right there, you were playing with it.Ben [00:30:46]: I don't think it was our expertise. Like I think our expertise was DevTools rather than like Midjourney is almost like a consumer products, you know? Yeah. So I don't think it was our expertise. It certainly occurred to us. I think at the time we were thinking about like, oh, maybe we could hire some of these people in this community and make great models and stuff like this. But we ended up more being at the tooling. Like I think like before I was saying, like I'm not really a researcher, but I'm more like the tool builder, the behind the scenes. And I think both me and Andreas are like that.Swyx [00:31:09]: I think this is an illustration of the tool builder philosophy. Something where you latch on to in DevTools, which is when you see people behaving weird, it's not their fault, it's yours. And you want to pave the cow paths is what they say, right? Like the unofficial paths that people are making, like make it official and make it easy for them and then maybe charge a bit of money.Alessio [00:31:25]: And now fast forward a couple of years, you have 2 million developers using Replicate. Maybe more. That was the last public number that I found.Ben [00:31:33]: It's 2 million users. Not all those people are developers, but a lot of them are developers, yeah.Alessio [00:31:38]: And then 30,000 paying customers was the number late in space runs on Replicate. So we had a small podcaster and we host a whisper diarization on Replicate. And we're paying. So we're late in space in the 30,000. You raised a $40 million dollars, Series B. I would say that maybe the stable diffusion time, August 22, was like really when the company started to break out. Tell us a bit about that and the community that came out and I know now you're expanding beyond just image generation.Ben [00:32:06]: Yeah, like I think we kind of set ourselves, like we saw there was this really interesting image, generative image world going on. So we kind of, you know, like we're building the tools for that community already, really. And we knew stable diffusion was coming out. We knew it was a really exciting thing, you know, it was the best generative image model so far. I think the thing we underestimated was just like what an inflection point it would be, where it was, I think Simon Willison put it this way, where he said something along the lines of it was a model that was open source and tinkerable and like, you know, it was just good enough and open source and tinkerable such that it just kind of took off in a way that none of the models had before. And like what was really neat about stable diffusion is it was open source so you could like, compared to like Dali, for example, which was like sort of equivalent quality. And like the first week we saw like people making animation models out of it. We saw people make like game texture models that like use circular convolutions to make repeatable textures. We saw, you know, a few weeks later, like people were fine tuning it so you could make, put your face in these models and all of these other-Swyx [00:33:10]: Textual inversion.Ben [00:33:11]: Yep. Yeah, exactly. That happened a bit before that. And all of this sort of innovation was happening all of a sudden. And people were publishing on Replicate because you could just like publish arbitrary models on Replicate. So we had this sort of supply of like interesting stuff being built. But because it was a sufficiently good model, there was also just like a ton of people building with it. They were like, oh, we can build products with this thing. And this was like about the time where people were starting to get really interested in AI. So like tons of product builders wanted to build stuff with it. And we were just like sitting in there in the middle, it's like the interface layer between like all these people who wanted to build and all these like machine learning experts who were building cool models. And that's like really where it took off. We were just sort of incredible supply, incredible demand, and we were just like in the middle. And then, yeah, since then, we've just kind of grown and grown really. And we've been building a lot for like the indie hacker community, these like individual tinkerers, but also startups and a lot of large companies as well who are sort of exploring and building AI things. Then kind of the same thing happened like middle of last year with language models and Lama 2, where the same kind of stable diffusion effect happened with Lama. And Lama 2 was like our biggest week of growth ever because like tons of people wanted to tinker with it and run it. And you know, since then we've just been seeing a ton of growth in language models as well as image models. Yeah. We're just kind of riding a lot of the interest that's going on in AI and all the people building in AI, you know. Yeah.Swyx [00:34:29]: Kudos. Right place, right time. But also, you know, took a while to position for the right place before the wave came. I'm curious if like you have any insights on these different markets. So Peter Levels, notably very loud person, very picky about his tools. I wasn't sure actually if he used you. He does. So you've met him on your Series B blog posts and Danny Post might as well, his competitor all in that wave. What are their needs versus, you know, the more enterprise or B2B type needs? Did you come to a decision point where you're like, okay, you know, how serious are these indie hackers versus like the actual businesses that are bigger and perhaps better customers because they're less churny?Ben [00:35:04]: They're surprisingly similar because I think a lot of people right now want to use and build with AI, but they're not AI experts and they're not infrastructure experts either. So they want to be able to use this stuff without having to like figure out all the internals of the models and, you know, like touch PyTorch and whatever. And they also don't want to be like setting up and booting up servers. And that's the same all the way from like indie hackers just getting started because like obviously you just want to get started as quickly as possible, all the way through to like large companies who want to be able to use this stuff, but don't have like all of the experts on stuff, you know, you know, big companies like Google and so on that do actually have a lot of experts on stuff, but the vast majority of companies don't. And they're all software engineers who want to be able to use this AI stuff, but they just don't know how to use it. And it's like, you really need to be an expert and it takes a long time to like learn the skills to be able to use that. So they're surprisingly similar in that sense. I think it's kind of also unfair of like the indie community, like they're not churning surprisingly, or churny or spiky surprisingly, like they're building real established businesses, which is like, kudos to them, like building these really like large, sustainable businesses, often just as solo developers. And it's kind of remarkable how they can do that actually, and it's in credit to a lot of their like product skills. And you know, we're just like there to help them being like their machine learning team effectively to help them use all of this stuff. A lot of these indie hackers are some of our largest customers, like alongside some of our biggest customers that you would think would be spending a lot more money than them, but yeah.Swyx [00:36:35]: And we should name some of these. So you have them on your landing page, your Buzzfeed, you have Unsplash, Character AI. What do they power? What can you say about their usage?Ben [00:36:43]: Yeah, totally. It's kind of a various things.Swyx [00:36:46]: Well, I mean, I'm naming them because they're on your landing page. So you have logo rights. It's useful for people to, like, I'm not imaginative. I see monkey see monkey do, right? Like if I see someone doing something that I want to do, then I'm like, okay, Replicate's great for that.Ben [00:37:00]: Yeah, yeah, yeah.Swyx [00:37:01]: So that's what I think about case studies on company landing pages is that it's just a way of explaining like, yep, this is something that we are good for. Yeah, totally.Ben [00:37:09]: I mean, it's, these companies are doing things all the way up and down the stack at different levels of sophistication. So like Unsplash, for example, they actually publicly posted this story on Twitter where they're using BLIP to annotate all of the images in their catalog. So you know, they have lots of images in the catalog and they want to create a text description of it so you can search for it. And they're annotating images with, you know, off the shelf, open source model, you know, we have this big library of open source models that you can run. And you know, we've got lots of people are running these open source models off the shelf. And then most of our larger customers are doing more sophisticated stuff. So they're like fine tuning the models, they're running completely custom models on us. A lot of these larger companies are like, using us for a lot of their, you know, inference, but it's like a lot of custom models and them like writing the Python themselves because they've got machine learning experts on the team. And they're using us for like, you know, their inference infrastructure effectively. And so it's like lots of different levels of sophistication where like some people using these off the shelf models. Some people are fine tuning models. So like level, Peter Levels is a great example where a lot of his products are based off like fine tuning, fine tuning image models, for example. And then we've also got like larger customers who are just like using us as infrastructure effectively. So yeah, it's like all things up and down, up and down the stack.Alessio [00:38:29]: Let's talk a bit about COG and the technical layer. So there are a lot of GPU clouds. I think people have different pricing points. And I think everybody tries to offer a different developer experience on top of it, which then lets you charge a premium. Why did you want to create COG?Ben [00:38:46]: You worked at Docker.Alessio [00:38:47]: What were some of the issues with traditional container runtimes? And maybe yeah, what were you surprised with as you built it?Ben [00:38:54]: COG came right from the start, actually, when we were thinking about this, you know, evaluation, the sort of benchmarking system for machine learning researchers, where we wanted researchers to publish their models in a standard format that was guaranteed to keep on running, that you could replicate the results of, like that's where the name came from. And we realized that we needed something like Docker to make that work, you know. And I think it was just like natural from my point of view of like, obviously that should be open source, that we should try and create some kind of open standard here that people can share. Because if more people use this format, then that's great for everyone involved. I think the magic of Docker is not really in the software. It's just like the standard that people have agreed on, like, here are a bunch of keys for a JSON document, basically. And you know, that was the magic of like the metaphor of real containerization as well. It's not the containers that are interesting. It's just like the size and shape of the damn box, you know. And it's a similar thing here, where really we just wanted to get people to agree on like, this is what a machine learning model is. This is how a prediction works. This is what the inputs are, this is what the outputs are. So cog is really just a Docker container that attaches to a CUDA device, if it needs a GPU, that has a open API specification as a label on the Docker image. And the open API specification defines the interface for the machine learning model, like the inputs and outputs effectively, or the params in machine learning terminology. And you know, we just wanted to get people to kind of agree on this thing. And it's like general purpose enough, like we weren't saying like, some of the existing things were like at the graph level, but we really wanted something general purpose enough that you could just put anything inside this and it was like future compatible and it was just like arbitrary software. And you know, it'd be future compatible with like future inference servers and future machine learning model formats and all this kind of stuff. So that was the intent behind it. It just came naturally that we wanted to define this format. And that's been really working for us. Like a bunch of people have been using cog outside of replicates, which is kind of our original intention, like this should be how machine learning is packaged and how people should use it. Like it's common to use cog in situations where like maybe they can't use the SAS service because I don't know, they're in a big company and they're not allowed to use a SAS service, but they can use cog internally still. And like they can download the models from replicates and run them internally in their org, which we've been seeing happen. And that works really well. People who want to build like custom inference pipelines, but don't want to like reinvent the world, they can use cog off the shelf and use it as like a component in their inference pipelines. We've been seeing tons of usage like that and it's just been kind of happening organically. We haven't really been trying, you know, but it's like there if people want it and we've been seeing people use it. So that's great. Yeah. So a lot of it is just sort of philosophical of just like, this is how it should work from my experience at Docker, you know, and there's just a lot of value from like the core being open, I think, and that other people can share it and it's like an integration point. So, you know, if replicate, for example, wanted to work with a testing system, like a CI system or whatever, we can just like interface at the cog level, like that system just needs to put cog models and then you can like test your models on that CI system before they get deployed to replicate. And it's just like a format that everyone, we can get everyone to agree on, you know.Alessio [00:41:55]: What do you think, I guess, Docker got wrong? Because if I look at a Docker Compose and a cog definition, first of all, the cog is kind of like the Dockerfile plus the Compose versus in Docker Compose, you're just exposing the services. And also Docker Compose is very like ports driven versus you have like the actual, you know, predict this is what you have to run.Ben [00:42:16]: Yeah.Alessio [00:42:17]: Any learnings and maybe tips for other people building container based runtimes, like how much should you separate the API services versus the image building or how much you want to build them together?Ben [00:42:29]: I think it was coming from two sides. We were thinking about the design from the point of view of user needs, what are their problems and what problems can we solve for them, but also what the interface should be for a machine learning model. And it was sort of the combination of two things that led us to this design. So the thing I talked about before was a little bit of like the interface around the machine learning model. So we realized that we wanted to be general purpose. We wanted to be at the like JSON, like human readable things rather than the tensor level. So it was like an open API specification that wrapped a Docker container. And that's where that design came from. And it's really just a wrapper around Docker. So we were kind of building on, standing on shoulders there, but Docker is too low level. So it's just like arbitrary software. So we wanted to be able to like have a open API specification that defined the function effectively that is the machine learning model. But also like how that function is written, how that function is run, which is all defined in code and stuff like that. So it's like a bunch of abstraction on top of Docker to make that work. And that's where that design came from. But the core problems we were solving for users was that Docker is really hard to use and productionizing machine learning models is really hard. So on the first part of that, we knew we couldn't use Dockerfiles. Like Dockerfiles are hard enough for software developers to write. I'm saying this with love as somebody who works on Docker and like works on Dockerfiles, but it's really hard to use. And you need to know a bunch about Linux, basically, because you're running a bunch of CLI commands. You need to know a bunch about Linux and best practices and like how apt works and all this kind of stuff. So we're like, OK, we can't get to that level. We need something that machine learning researchers will be able to understand, like people who are used to like Colab notebooks. And what they understand is they're like, I need this version of Python. I need these Python packages. And somebody told me to apt-get install something. You know? If there was sudo in there, I don't really know what that means. So we tried to create a format that was at that level, and that's what cog.yaml is. And we were really kind of trying to imagine like, what is that machine learning researcher going to understand, you know, and trying to build for them. Then the productionizing machine learning models thing is like, OK, how can we package up all of the complexity of like productionizing machine learning models, like picking CUDA versions, like hooking it up to GPUs, writing an inference server, defining a schema, doing batching, all of these just like really gnarly things that everyone does again and again. And just like, you know, provide that as a tool. And that's where that side of it came from. So it's like combining those user needs with, you know, the sort of world need of needing like a common standard for like what a machine learning model is. And that's how we thought about the design. I don't know whether that answers the question.Alessio [00:45:12]: Yeah. So your idea was like, hey, you really want what Docker stands for in terms of standard, but you actually don't want people to do all the work that goes into Docker.Ben [00:45:22]: It needs to be higher level, you know?Swyx [00:45:25]: So I want to, for the listener, you're not the only standard that is out there. As with any standard, there must be 14 of them. You are surprisingly friendly with Olama, who is your former colleagues from Docker, who came out with the model file. Mozilla came out with the Lama file. And then I don't know if this is in the same category even, but I'm just going to throw it in there. Like Hugging Face has the transformers and diffusers library, which is a way of disseminating models that obviously people use. How would you compare your contrast, your approach of Cog versus all these?Ben [00:45:53]: It's kind of complementary, actually, which is kind of neat in that a lot of transformers, for example, is lower level than Cog. So it's a Python library effectively, but you still need to like...Swyx [00:46:04]: Expose them.Ben [00:46:05]: Yeah. You still need to turn that into an inference server. You still need to like install the Python packages and that kind of thing. So lots of replicate models are transformers models and diffusers models inside Cog, you know? So that's like the level that that sits. So it's very complementary in some sense. We're kind of working on integration with Hugging Face such that you can deploy models from Hugging Face into Cog models and stuff like that to replicate. And some of these things like Llamafile and what Llama are working on are also very complementary in that they're doing a lot of the sort of running these things locally on laptops, which is not a thing that works very well with Cog. Like Cog is really designed around servers and attaching to CUDA devices and NVIDIA GPUs and this kind of thing. So we're actually like, you know, figuring out ways that like we can, those things can be interoperable because, you know, they should be and they are quite complementary and that you should be able to like take a model and replicate and run it on your local machine. You should be able to take a model, you know, the machine and run it in the cloud.Swyx [00:47:02]: Is the base layer something like, is it at the like the GGUF level, which by the way, I need to get a primer on like the different formats that have emerged, or is it at the star dot file level, which is model file, Llamafile, whatever, whatever, or is it at the Cog level? I don't know, to be honest.Ben [00:47:16]: And I think this is something we still have to figure out. There's a lot yet, like exactly where those lines are drawn. Don't know exactly. I think this is something we're trying to figure out ourselves, but I think there's certainly a lot of promise about these systems interoperating. We just want things to work together. You know, we want to try and reduce the number of standards. So the more, the more these things can interoperate and, you know

Simon Willison's WeblogDatasetteDatasette Cloud running on Fly.ioChoose Boring TechnologyDatasette enrichmentsLLM and LLM pluginsMistral, Mixtral, and ways to run it on LLMNYT lawsuit against OpenAIChatGPT for AppleScriptSimon uses https://llm.mlc.ai/#ios to run Mistral 7B on his iPhoneBuilding a Blog in DjangoSimon's 15-year-old single file Django attempt djng and notesAI Superpowers bookSupport the ShowLearnDjango.comButtonDjango News newsletter

No one likes benchmarking. But it can be one of the highest impact things you do. Jelte Fennema-Nio and Marco Slot joined Claire Giordano and Pino de Candia on this podcast for developers who love Postgres—to discuss their journeys into performance benchmarking. And how it can change the course of your career. Do you need to find bottlenecks in your Postgres? Do you want to build skills with database benchmarks? There are many lovely benchmarking tools in the Postgres world: HammerDB, pgbench, YCSB, BenchBase, perf, & more. And in addition to running benchmarks themselves—asking the right questions, introspection, and profiling matter just as much. Links mentioned in this episode:Podcast: Path To Citus Con Ep01: Working in public on open source with Simon Willison & Marco Slot: https://pathtocituscon.transistor.fm/episodes/working-in-public-on-open-sourceStreetlight effect: https://en.wikipedia.org/wiki/Streetlight_effectBenchBase: https://db.cs.cmu.edu/projects/benchbase/HammerDB: https://www.hammerdb.com/Slides: Intro to benchmarking with pgbench at PGConf NYC 2023 by Melanie Plageman: https://speakerdeck.com/melanieplageman/intro-to-benchmarking-with-pgbenchLocust: https://locust.io/Blog post: How to benchmark performance of Citus and Postgres with HammerDB on Azure by Jelte Fennema-Nio: https://www.citusdata.com/blog/2022/03/12/how-to-benchmark-performance-of-citus-and-postgres-with-hammerdb/Profiling with perf: https://wiki.postgresql.org/wiki/Profiling_with_perfFlame Graphs: https://www.brendangregg.com/flamegraphs.htmlBrendan Gregg's Website, a super-valuable resource for performance engineering: https://www.brendangregg.com/overview.htmlVideo: Analyzing Postgres performance problems using perf and eBPF by Andres Freund: https://www.youtube.com/watch?v=HghP4D72NocVideo: Explanatory talk about compiler optimization and memory & caches by Matt Godbolt: https://www.youtube.com/watch?v=4_smHyqgDTU&t=52sCompiler Explorer is fantastic, especially if you want to know how different compilers will optimize your code: https://godbolt.org/Mark Callaghan Twitter account @MarkCallaghanDB: https://twitter.com/MarkCallaghanDBPGConf.dev CFP is open until Mon Jan 15 2024 at 11:59pm PST: https://2024.pgconf.dev/cfp/3rd party performance benchmark in 2023 by GigaOM on Transaction Processing & Price-Performance Testing of Distributed SQL Databases:  https://gigaom.com/report/transaction-processing-price-performance-testing/Blog post: "Query from any node" feature for Citus, by Marco Slot: https://www.citusdata.com/blog/2022/06/17/citus-11-goes-fully-open-source/

Many of the core technologies behind Generative AI are not exactly brand new. For example, the "Attention Is All You Need" paper, which described and introduced the Transformer model (the "T" in ChatGPT), was published in 2017. Diffusion models—the backbone of image generation tools like StableDiffusion and DALL-e—were introduced in 2015 and were originally inspired by thermodynamic modeling techniques. Generative adversarial networks (GANs) were introduced in 2014.However, Generative AI has seemingly taken the world by storm over the past couple years. In this episode, Graham and Jason discuss—in broad strokes—what Generative AI is, what's required to train and run foundation models, where the value lies, and frontier challenges.Fact-Checking And CorrectionsBefore we begin...At around 36:16 Jason said that the Pile was compiled by OpenAI or one of its research affiliates. This is not correct. The Pile was compiled by Eleuther.ai, and we couldn't find documentation suggesting that OpenAI incorporates the entirety of The Pile into its training data corpus.At 49:07 Jason mentions "The Open Source Institute" but actually meant to mention the Open Source InitiativeApplied Machine Learning 101Not all AI and applied machine learning models are created equally, and models can be designed to complete specific types of tasks. Broadly speaking, there are two types of applied machine learning models: Discriminative and Generative.Discriminative AIDefinition: Discriminative AI focuses on learning the boundary between different classes of data from a given set of training data. Unlike generative models that learn to generate data, discriminative models learn to differentiate between classes and make predictions or decisions based on the input data.Historical Background TLDR:The development of Discriminative AI has its roots in statistical and machine learning approaches aimed at classification tasks.Logistic regression and Support Vector Machines (SVMs) are early examples of discriminative models, which have been used for many years in various fields including computer vision and natural language processing.Over time, with the development of deep learning, discriminative models like Convolutional Neural Networks (CNNs) and Recurrent Neural Networks (RNNs) have become highly effective for a wide range of classification tasks.Pop Culture Example(s):"Hotdog vs. Not a Hotdog algorithm" from HBO's Silicon Valley (S4E4)Image recognition capabilities of something like Iron Man alter ego Tony Stark's JARVIS (2008)**Real-World Example(sAutomatic speech recognition (ASR)Spam and abuse detectionFacial recognition, such as Apple's Face ID and more Orwellian examples in places ranging from China to EnglandFurther Reading:Discriminative Model (Wikipedia)Generative AIDefinition: Generative AI refers to a type of artificial intelligence that is capable of generating new data samples that are similar to a given set of training data. This is achieved through algorithms that learn the underlying patterns, structures, and distributions inherent in the training data, and can generate novel data points with similar properties.Historical Background TLDR:The origins of Generative AI can be traced back to the development of generative models, with early instances including probabilistic graphical models in the early 2000s.However, the field truly began to gain traction with the advent of Generative Adversarial Networks (GANs) b y Ian Goodfellow and his colleagues in 2014.Since then, various generative models like Variational Autoencoders (VAEs) and others have also gained prominence, contributing to the rapid advancement of Generative AI.Pop Culture Example:The AI from the movie Her (2013)Real-World Example(s):OpenAI's GPT family, alongside image models like StableDiffusion, and Midjourney.Further Reading:Deepgram's Generative AI page in the AI Glossary... co-written by Jason and GPT-4.Large Language Model in the Deepgram AI Glossary... also co-written by Jason and GPT-4.The Physics Principle That Inspired Modern AI Art (Anil Ananthaswamy, for Quanta Magazine)Visualizing and Explaining Transformer Models From the Ground Up (Zian "Andy" Wang for the Deepgram blog, January 2023)Transformer Explained hub on PapersWithCodeTransformers, Explained: Understand the Model Behind GPT-3, BERT, and T5 (Dale Markowitz on his blog, Dale on AI., May 2021)Further Reading By TopicIn rough order of when these topics were mentioned in the episode...Economic/Industry Impacts of AIHow Large Language Models Will Transform Science, Society, and AI (Alex Tamkin and Deep Ganguli for Stanford HAI's blog, February 2021)The Economic Potential of Generative AI: The Next Productivity Frontier ( McKinsey & Co., June 2023)Generative AI Could Raise Global GDP by 7% (Goldman Sachs, April 2023)Generative AI Promises an Economic Revolution. Managing the Disruption Will Be Crucial. (Bob Fernandez for WSJ Pro Central Banking, August 2023)The Economic Case for Generative AI and Foundation Models (Martin Casado and Sarah Wang for the Andreessen Horowitz Enterprise blog, August 2023)Generative AI and the software development lifecycle(Birgitta Böckeler and Ryan Murray for Thoughtworks, September 2023)How generative AI is changing the way developers work (Damian Brady for The GitHub Blog, April 2023)The AI Business Defensibility Problem (Jay F. publishing on their Substack, The Data Stream)Using Language Models EffectivelyThe emerging types of language models and why they matter (Kyle Wiggers for TechCrunch, April 2023) Crafting AI Commands: The Art of Prompt Engineering (Nithanth Ram for the Deepgram blog, March 2023)Prompt Engineering (Lilian Weng on her blog Lil'Log, March 2023)Prompt Engineering Techniques: Chain-of-Thought & Tree-of-Thought (both by Brad Nikkel for the Deepgram blog)11 Tips to Take Your ChatGPT Prompts to the Next Level (David Nield for WIRED, March 2023)Prompt Engineering 101 (Raza Habib and Sinan Ozdemir for the Humanloop blog, December 2022)Here There Be DragonsHallucinationsHallucination (artificial intelligence) (Wikipedia)Chatbot Hallucinations Are Poisoning Web Search (Will Knight for WIRED, October 2023)How data poisoning attacks corrupt machine learning models (Lucian Constantin for CSO Online)Data Poisoning & RelatedData Poisoning hub on PapersWithCodeGlaze - Protecting Artists from Generative AI project from UChicago (2023)Self-Consuming Generative Models Go MAD (Alemohammad et al. on ArXiv, July 2023)What Happens When AI Eats Itself (Tife Sanusi for the Deepgram blog, August 2023)The AI is eating itself (Casey Newton for Platformer, June 2023)AI-Generated Data Can Poison Future AI Models (Rahul Rao for Scientific American, July 2023)Intellectual Property and Fair UseMeasuring Fair Use: The Four Factors - Copyright Overview (Rich Stim for the Stanford Copyright and Fair Use Center)Is the Use of Copyrighted Works to Train AI Qualified as a Fair Use (Cala Coffman for the Copyright Alliance blog, April 2023)Reexamining "Fair Use" in the Age of AI (Andrew Myers for Stanford HAI)Copyright Fair Use Regulatory Approaches in AI Content Generation (Ariel Soiffer and Aric Jain for Tech Policy Press, August 2023)Japan's AI Data Laws, Explained (Deeplearning.ai)PDF: Generative Artificial Intelligence and Copyright Law (Congressional Research Center, September 2023)Academic and Creative "Honesty"How it started. New AI classifier for indicating AI-written text (Kirchner et al., January 2023)How it's going. OpenAI Quietly Shuts Down Its AI Detection Tool (Jason Nelson for Decrypt)AI Homework (Ben Thompson on Stratechery, December 2022)Teaching With AI (OpenAI, August 2023)Human Costs of AI Training (Picking on OpenAI here, but RLHF and similar fine-tuning techniques are employed by many/most LLM developers)Cleaning Up ChatGPT Takes Heavy Toll on Human Workers (Karen Hao and Deepa Seetharaman for the Wall Street Journal)‘It's destroyed me completely': Kenyan moderators decry toll of training of AI models (Niamh Rowe in The Guardian, August 2023)He Helped Train ChatGPT. It Traumatized Him. (Alex Kantrowitz in his publication Big Technology, May 2023)https://www.nytimes.com/2023/09/25/technology/chatgpt-rlhf-human-tutors.htmlBig QuestionsOpen questions for AI engineering (Simon Willison, October 2023)Adam Smith and the Pin Factory

TL;DR: Today we're releasing a new episode of our podcast How Do You Use ChatGPT? I go in-depth with Notion research engineer Linus Lee on how he uses ChatGPT and Notion AI to maximize creative control. Watch on X, YouTube, or Spotify.You might think that being an AI researcher would mostly involve solving complicated programming problems and thinking through mathematical equations. Instead, a big part of the job is rewriting parts of your prompts in ALL CAPS in order to make sure the AI model you're working with follows your directions. “All caps works!” Linus Lee told me in this interview. “If you look at OpenAI's system prompts for a lot of their tools, all caps works.”Linus is a research engineer at Notion who works on its AI team, prototyping new experiences, like a Q&A chatbot. He is a deep thinker who is obsessed with building AI that enables human creativity and agency. He came on the show to talk about how AI might augment our thinking, how he thinks about prompting to get the best results, and how he uses ChatGPT and Notion AI in his work and life.I first interviewed him a year ago, when he showed off dozens of AI prototypes he'd been building to try to understand the future of this technology. Our latest interview is a mixture of theory and practice. Linus talks about how the tools we use shape the work we can create and what the future of AI-driven interfaces might be. We watch him demo personal tools he's built, like an AI chatbot that he communicates with over iMessage. And we peek over his shoulder to see his chats with ChatGPT to understand how he talks to it to get the best results.Here's a taste of what we talk about. Read on for more analysis from me at the bottom. Using AI to maximize agency. Linus talks a lot about the ways our tools shape our agency as thinkers and creatives—and how AI might be used to enhance rather than reduce our agency. AI as a “thought calculator.” Linus borrows a phrase from the popular tech blogger Simon Willison to illustrate dueling points of view on the ultimate goal of AI: is it meant to be a simulacrum of humans or a “thought calculator,” a way to enhance human imagination and creativity? Personal prototypes he's built. Linus regularly experiments with AI on the weekend. He shows us a chatbot he built that works over iMessage, and a new interface for image generators that gives him much better control over their output. Better prompting. We go over simple yet powerful techniques for getting the best answer out of AI models—like starting with general queries first, and repeatedly asking the model to answer the same question.  Using AI for vibe checks. AI is great for reflecting the vibes of books, people, places—and even files on your computer. Linus talks about how he uses ChatGPT to get quick vibe checks that allow him to make decisions.  Book recommendations. We pit ChatGPT head-to-head against Notion AI to see which can best capture our reading taste. And just when ChatGPT seems like it's coming out on top, Linus makes a convincing case for Notion AI's special skill set as an organizational tool that already knows how its users work.  What do you use ChatGPT for? Have you found any interesting or surprising use cases? We want to hear from you—and we might even interview you. Reply here to talk to me!Miss an episode? Catch up on my recent conversations with writer Nat Eliason and Gumroad CEO Sahil Lavingia and learn how they use ChatGPT.

In this second part of the episode with Simon Willison, he shares how Datasette, the open-source data exploration and publishing tool he built, could help journalists perform data analysis with minimum technical expertise. He also shares some fun use cases of ChatGPT in his personal life. Simon, a former software architect at The Guardian and a JSK Journalism Fellow at Stanford University, currently works full-time to build open-source tools for data journalism. Before becoming an independent open-source developer, Simon was an engineering director at Eventbrite. He is also renowned for his work as the co-creator of the Django Web Framework, a key tool in Python web development.If you're intrigued to discover how Datasette works and how it can help you in your newsroom, don't miss the opportunity to connect directly with Simon Willison.

Simon Willison, the creator of the open source data exploration and publishing tool Datasette, joins Nikita Roy to discuss the recent turmoil at Open AI and the new features unveiled at OpenAI's first developer conference earlier this month.They discuss the security risks inherent in generative AI applications and explore the usefulness of small language models for journalists, particularly for analyzing sensitive data on personal devices.Simon, a former software architect at The Guardian and JSK Fellow at Stanford University, currently works full-time to build open-source tools for data journalism. Prior to becoming an independent open source developer, Simon served as an engineering director at Eventbrite. He is also renowned for his work as the co-creator of the Django Web Framework, a key tool in Python web development.

SF folks: join us at the AI Engineer Foundation's Emergency Hackathon tomorrow and consider the Newton if you'd like to cowork in the heart of the Cerebral Arena.Our community page is up to date as usual!~800,000 developers watched OpenAI Dev Day, ~8,000 of whom listened along live on our ThursdAI x Latent Space, and ~800 of whom got tickets to attend in person:OpenAI's first developer conference easily surpassed most people's lowballed expectations - they simply did everything short of announcing GPT-5, including:* ChatGPT (the consumer facing product)* GPT4 Turbo already in ChatGPT (running faster, with an April 2023 cutoff), all noticed by users weeks before the conference* Model picker eliminated, God Model chooses for you* GPTs - “tailored version of ChatGPT for a specific purpose” - stopping short of “Agents”. With custom instructions, expanded knowledge, and actions, and an intuitive no-code GPT Builder UI (we tried all these on our livestream yesterday and found some issues, but also were able to ship interesting GPTs very quickly) and a GPT store with revenue sharing (an important criticism we focused on in our episode on ChatGPT Plugins)* API (the developer facing product)* APIs for Dall-E 3, GPT4 Vision, Code Interpreter (RIP Advanced Data Analysis), GPT4 Finetuning and (surprise!) Text to Speech* many thought each of these would take much longer to arrive* usable in curl and in playground* BYO Interpreter + Async Agents?* Assistant API: stateful API backing “GPTs” like apps, with support for calling multiple tools in parallel, persistent Threads (storing message history, unlimited context window with some asterisks), and uploading/accessing Files (with a possibly-too-simple RAG algorithm, and expensive pricing)* Whisper 3 announced and open sourced (HuggingFace recap)* Price drops for a bunch of things!* Misc: Custom Models for big spending ($2-3m) customers, Copyright Shield, SatyaThe progress here feels fast, but it is mostly (incredible) last-mile execution on model capabilities that we already knew to exist. On reflection it is important to understand that the one guiding principle of OpenAI, even more than being Open (we address that in part 2 of today's pod), is that slow takeoff of AGI is the best scenario for humanity, and that this is what slow takeoff looks like:When introducing GPTs, Sam was careful to assert that “gradual iterative deployment is the best way to address the safety challenges with AI”:This is why, in fact, GPTs and Assistants are intentionally underpowered, and it is a useful exercise to consider what else OpenAI continues to consider dangerous (for example, many people consider a while(true) loop a core driver of an agent, which GPTs conspicuously lack, though Lilian Weng of OpenAI does not).We convened the crew to deliver the best recap of OpenAI Dev Day in Latent Space pod style, with a 1hr deep dive with the Functions pod crew from 5 months ago, and then another hour with past and future guests live from the venue itself, discussing various elements of how these updates affect their thinking and startups. Enjoy!Show Notes* swyx live thread (see pinned messages in Twitter Space for extra links from community)* Newton AI Coworking Interest Form in the heart of the Cerebral ArenaTimestamps* [00:00:00] Introduction* [00:01:59] Part I: Latent Space Pod Recap* [00:06:16] GPT4 Turbo and Assistant API* [00:13:45] JSON mode* [00:15:39] Plugins vs GPT Actions* [00:16:48] What is a "GPT"?* [00:21:02] Criticism: the God Model* [00:22:48] Criticism: ChatGPT changes* [00:25:59] "GPTs" is a genius marketing move* [00:26:59] RIP Advanced Data Analysis* [00:28:50] GPT Creator as AI Prompt Engineer* [00:31:16] Zapier and Prompt Injection* [00:34:09] Copyright Shield* [00:38:03] Sharable GPTs solve the API distribution issue* [00:39:07] Voice* [00:44:59] Vision* [00:49:48] In person experience* [00:55:11] Part II: Spot Interviews* [00:56:05] Jim Fan (Nvidia - High Level Takeaways)* [01:05:35] Raza Habib (Humanloop) - Foundation Model Ops* [01:13:59] Surya Dantuluri (Stealth) - RIP Plugins* [01:21:20] Reid Robinson (Zapier) - AI Actions for GPTs* [01:31:19] Div Garg (MultiOn) - GPT4V for Agents* [01:37:15] Louis Knight-Webb (Bloop.ai) - AI Code Search* [01:49:21] Shreya Rajpal (Guardrails.ai) - on Hallucinations* [01:59:51] Alex Volkov (Weights & Biases, ThursdAI) - "Keeping AI Open"* [02:10:26] Rahul Sonwalkar (Julius AI) - Advice for FoundersTranscript[00:00:00] Introduction[00:00:00] swyx: Hey everyone, this is Swyx coming at you live from the Newton, which is in the heart of the Cerebral Arena. It is a new AI co working space that I and a couple of friends are working out of. There are hot desks available if you're interested, just check the show notes. But otherwise, obviously, it's been 24 hours since the opening of Dev Day, a lot of hot reactions and longstanding tradition, one of the longest traditions we've had.[00:00:29] And the latent space pod is to convene emergency sessions and record the live thoughts of developers and founders going through and processing in real time. I think a lot of the roles of podcasts isn't as perfect information delivery channels, but really as an audio and oral history of what's going on as it happens, while it happens.[00:00:49] So this one's a little unusual. Previously, we only just gathered on Twitter Spaces, and then just had a bunch of people. The last one was the Code Interpreter one with 22, 000 people showed up. But this one is a little bit more complicated because there's an in person element and then a online element.[00:01:06] So this is a two part episode. The first part is a recorded session between our latent space people and Simon Willison and Alex Volkoff from the Thursday iPod, just kind of recapping the day. But then also, as the second hour, I managed to get a bunch of interviews with previous guests on the pod who we're still friends with and some new people that we haven't yet had on the pod.[00:01:28] But I wanted to just get their quick reactions because most of you have known and loved Jim Fan and Div Garg and a bunch of other folks that we interviewed. So I just want to, I'm excited to introduce To you the broader scope of what it's like to be at OpenAI Dev Day in person bring you the audio experience as well as give you some of the thoughts that developers are having as they process the announcements from OpenAI.[00:01:51] So first off, we have the Mainspace Pod recap. One hour of open I dev day.[00:01:59] Part I: Latent Space Pod Recap[00:01:59] Alessio: Hey. Welcome to the Latents Based Podcast an emergency edition after OpenAI Dev Day. This is Alessio, partner and CTO of Residence at Decibel Partners, and as usual, I'm joined by Swyx, founder of SmallAI. Hey,[00:02:12] swyx: and today we have two special guests with us covering all the latest and greatest.[00:02:17] We, we, we love to get our band together and recap things, especially when they're big. And it seems like that every three months we have to do this. So Alex, welcome. From Thursday AI we've been collaborating a lot on the Twitter spaces and welcome Simon from many, many things, but also I think you're the first person to not, not make four appearances on our pod.[00:02:37] Oh, wow. I feel privileged. So welcome. Yeah, I think we're all there yesterday. How... Do we feel like, what do you want to kick off with? Maybe Simon, you want to, you want to take first and then Alex. Sure. Yeah. I mean,[00:02:47] Simon Willison: yesterday was quite exhausting, quite frankly. I feel like it's going to take us as a community several months just to completely absorb all of the stuff that they dropped on us in one giant.[00:02:57] Giant batch. It's particularly impressive considering they launched a ton of features, what, three or four weeks ago? ChatGPT voice and the combined mode and all of that kind of thing. And then they followed up with everything from yesterday. That said, now that I've started digging into the stuff that they released yesterday, some of it is clearly in need of a bit more polish.[00:03:15] You know, the the, the reality of what they look, what they released is I'd say about 80 percent of, of what it looks like it was yesterday, which is still impressive. You know, don't get me wrong. This is an amazing batch of stuff, but there are definitely problems and sharp edges that we need to file off.[00:03:29] And there are things that we still need to figure out before we can take advantage of all of this.[00:03:33] swyx: Yeah, agreed, agreed. And we can go into those, those sharp edges in a bit. I just want to pop over to Alex. What are your thoughts?[00:03:39] Alex Volkov: So, interestingly, even folks at OpenAI, there's like several booths and help desks so you can go in and ask people, like, actual changes and people, like, they could follow up with, like, the right people in OpenAI and, like, answer you back, etc.[00:03:52] Even some of them didn't know about all the changes. So I went to the voice and audio booth. And I asked them about, like, hey, is Whisper 3 that was announced by Sam Altman on stage just, like, briefly, will that be open source? Because I'm, you know, I love using Whisper. And they're like, oh, did we open source?[00:04:06] Did we talk about Whisper 3? Like, some of them didn't even know what they were releasing. But overall, I felt it was a very tightly run event. Like, I was really impressed. Shawn, we were sitting in the audience, and you, like, pointed at the clock to me when they finished. They finished, like, on... And this was after like doing some extra stuff.[00:04:24] Very, very impressive for a first event. Like I was absolutely like, Good job.[00:04:30] swyx: Yeah, apparently it was their first keynote and someone, I think, was it you that told me that this is what happens if you have A president of Y Combinator do a proper keynote you know, having seen many, many, many presentations by other startups this is sort of the sort of master stroke.[00:04:46] Yeah, Alessio, I think you were watching remotely. Yeah, we were at the Newton. Yeah, the Newton.[00:04:52] Alessio: Yeah, I think we had 60 people here at the watch party, so it was quite a big crowd. Mixed reaction from different... Founders and people, depending on what was being announced on the page. But I think everybody walked away kind of really happy with a new layer of interfaces they can use.[00:05:11] I think, to me, the biggest takeaway was like and I was talking with Mike Conover, another friend of the podcast, about this is they're kind of staying in the single threaded, like, synchronous use cases lane, you know? Like, the GPDs announcement are all like... Still, chatbase, one on one synchronous things.[00:05:28] I was expecting, maybe, something about async things, like background running agents, things like that. But it's interesting to see there was nothing of that, so. I think if you're a founder in that space, you're, you're quite excited. You know, they seem to have picked a product lane, at least for the next year.[00:05:45] So, if you're working on... Async experiences, so things working in the background, things that are not co pilot like, I think you're quite excited to have them be a lot cheaper now.[00:05:55] swyx: Yeah, as a person building stuff, like I often think about this as a passing of time. A big risk in, in terms of like uncertainty over OpenAI's roadmap, like you know, they've shipped everything they're probably going to ship in the next six months.[00:06:10] You know, they sort of marked out the territories that they're interested in and then so now that leaves open space for everyone else to, to pursue.[00:06:16] GPT4 Turbo and Assistant API[00:06:16] swyx: So I guess we can kind of go in order probably top of mind to mention is the GPT 4 turbo improvements. Yeah, so longer context length, cheaper price.[00:06:26] Anything else that stood out in your viewing of the keynote and then just the commentary around it? I[00:06:34] Alex Volkov: was I was waiting for Stateful. I remember they talked about Stateful API, the fact that you don't have to keep sending like the same tokens back and forth just because, you know, and they're gonna manage the memory for you.[00:06:45] So I was waiting for that. I knew it was coming at some point. I was kind of... I did not expect it to come at this event. I don't know why. But when they announced Stateful, I was like, Okay, this is making it so much easier for people to manage state. The whole threads I don't want to mix between the two things, so maybe you guys can clarify, but there's the GPT 4 tool, which is the model that has the capabilities, In a whopping 128k, like, context length, right?[00:07:11] It's huge. It's like two and a half books. But also, you know, faster, cheaper, etc. I haven't yet tested the fasterness, but like, everybody's excited about that. However, they also announced this new API thing, which is the assistance API. And part of it is threads, which is, we'll manage the thread for you.[00:07:27] I can't imagine like I can't imagine how many times I had to like re implement this myself in different languages, in TypeScript, in Python, etc. And now it's like, it's so easy. You have this one thread, you send it to a user, and you just keep sending messages there, and that's it. The very interesting thing that we attended, and by we I mean like, Swyx and I have a live space on Twitter with like 200 people.[00:07:46] So it's like me, Swyx, and 200 people in our earphones with us as well. They kept asking like, well, how's the price happening? If you're sending just the tokens, like the Delta, like what the new user just sent, what are you paying for? And I went to OpenAI people, and I was like, hey... How do we get paid for this?[00:08:01] And nobody knew, nobody knew, and I finally got an answer. You still pay for the whole context that you have inside the thread. You still pay for all this, but now it's a little bit more complex for you to kind of count with TikTok, right? So you have to hit another API endpoint to get the whole thread of what the context is.[00:08:17] Then TikTokonize this, run this in TikTok, and then calculate. This is now the new way, officially, for OpenAI. But I really did, like, have to go and find this. They didn't know a lot of, like, how the pricing is. Ouch! Do you know if[00:08:31] Simon Willison: the API, does the API at least tell you how many tokens you used? Or is it entirely up to you to do the accounting?[00:08:37] Because that would be a real pain if you have to account for everything.[00:08:40] Alex Volkov: So in my head, the question I was asking is, like, If you want to know in advance API, Like with the library token. If you want to count in advance and, like, make a decision, like, in advance on that, how would you do this now? And they said, well, yeah, there's a way.[00:08:54] If you hit the API, get the whole thread back, then count the tokens. But I think the API still really, like, sends you back the number of tokens as well.[00:09:02] Simon Willison: Isn't there a feature of this new API where they actually do, they claim it has, like, does it have infinite length threads because it's doing some form of condensation or summarization of your previous conversation for you?[00:09:15] I heard that from somewhere, but I haven't confirmed it yet.[00:09:18] swyx: So I have, I have a source from Dave Valdman. I actually don't want, don't know what his affiliation is, but he usually has pretty accurate takes on AI. So I, I think he works in the iCircles in some capacity. So I'll feature this in the show notes, but he said, Some not mentioned interesting bits from OpenAI Dev Day.[00:09:33] One unlimited. context window and chat threads from opening our docs. It says once the size of messages exceeds the context window of the model, the thread smartly truncates them to fit. I'm not sure I want that intelligence.[00:09:44] Alex Volkov: I want to chime in here just real quick. The not want this intelligence. I heard this from multiple people over the next conversation that I had. Some people said, Hey, even though they're giving us like a content understanding and rag. We are doing different things. Some people said this with Vision as well.[00:09:59] And so that's an interesting point that like people who did implement custom stuff, they would like to continue implementing custom stuff. That's also like an additional point that I've heard people talk about.[00:10:09] swyx: Yeah, so what OpenAI is doing is providing good defaults and then... Well, good is questionable.[00:10:14] We'll talk about that. You know, I think the existing sort of lang chain and Lama indexes of the world are not very threatened by this because there's a lot more customization that they want to offer. Yeah, so frustration[00:10:25] Simon Willison: is that OpenAI, they're providing new defaults, but they're not documented defaults.[00:10:30] Like they haven't told us how their RAG implementation works. Like, how are they chunking the documents? How are they doing retrieval? Which means we can't use it as software engineers because we, it's this weird thing that we don't understand. And there's no reason not to tell us that. Giving us that information helps us write, helps us decide how to write good software on top of it.[00:10:48] So that's kind of frustrating. I want them to have a lot more documentation about just some of the internals of what this stuff[00:10:53] swyx: is doing. Yeah, I want to highlight.[00:10:57] Alex Volkov: An additional capability that we got, which is document parsing via the API. I was, like, blown away by this, right? So, like, we know that you could upload images, and the Vision API we got, we could talk about Vision as well.[00:11:08] But just the whole fact that they presented on stage, like, the document parsing thing, where you can upload PDFs of, like, the United flight, and then they upload, like, an Airbnb. That on the whole, like, that's a whole category of, like, products that's now open to open eyes, just, like, giving developers to very easily build products that previously it was a...[00:11:24] Pain in the butt for many, many people. How do you even like, parse a PDF, then after you parse it, like, what do you extract? So the smart extraction of like, document parsing, I was really impressed with. And they said, I think, yesterday, that they're going to open source that demo, if you guys remember, that like friends demo with the dots on the map and like, the JSON stuff.[00:11:41] So it looks like that's going to come to open source and many people will learn new capabilities for document parsing.[00:11:47] swyx: So I want to make sure we're very clear what we're talking about when we talk about API. When you say API, there's no actual endpoint that does this, right? You're talking about the chat GPT's GPT's functionality.[00:11:58] Alex Volkov: No, I'm talking about the assistance API. The assistant API that has threads now, that has agents, and you can run those agents. I actually, maybe let's clarify this point. I think I had to, somebody had to clarify this for me. There's the GPT's. Which is a UI version of running agents. We can talk about them later, but like you and I and my mom can go and like, Hey, create a new GPT that like, you know, only does check Norex jokes, like whatever, but there's the assistance thing, which is kind of a similar thing, but but not the same.[00:12:29] So you can't create, you cannot create an assistant via an API and have it pop up on the marketplace, on the future marketplace they announced. How can you not? No, no, no, not via the API. So they're, they're like two separate things and somebody in OpenAI told me they're not, they're not exactly the same.[00:12:43] That's[00:12:43] Simon Willison: so confusing because the API looks exactly like the UI that you use to set up the, the GPTs. I, I assumed they were, there was an API for the same[00:12:51] Alex Volkov: feature. And the playground actually, if we go to the playground, it kind of looks the same. There's like the configurable thing. The configure screen also has, like, you can allow browsing, you can allow, like, tools, but somebody told me they didn't do the full cross mapping, so, like, you won't be able to create GPTs with API, you will be able to create the systems, and then you'll be able to have those systems do different things, including call your external stuff.[00:13:13] So that was pretty cool. So this API is called the system API. That's what we get, like, in addition to the model of the GPT 4 turbo. And that has document parsing. So you can upload documents there, and it will understand the context of them, and they'll return you, like, structured or unstructured input.[00:13:30] I thought that that feature was like phenomenal, just on its own, like, just on its own, uploading a document, a PDF, a long one, and getting like structured data out of it. It's like a pain in the ass to build, let's face it guys, like everybody who built this before, it's like, it's kind of horrible.[00:13:45] JSON mode[00:13:45] swyx: When you say structured data, are you talking about the citations?[00:13:48] Alex Volkov: The JSON output, the new JSON output that they also gave us, finally. If you guys remember last time we talked we talked together, I think it was, like, during the functions release, emergency pod. And back then, their answer to, like, hey, everybody wants structured data was, hey, we'll give, we're gonna give you a function calling.[00:14:03] And now, they did both. They gave us both, like, a JSON output, like, structure. So, like, you can, the models are actually going to return JSON. Haven't played with it myself, but that's what they announced. And the second thing is, they improved the function calling. Significantly as well.[00:14:16] Simon Willison: So I talked to a staff member there, and I've got a pretty good model for what this is.[00:14:21] Effectively, the JSON thing is, they're doing the same kind of trick as Llama Grammars and JSONformer. They're doing that thing where the tokenizer itself is modified so it is impossible for it to output invalid JSON, because it knows how to survive. Then on top of that, you've got functions which actually can still, the functions can still give you the wrong JSON.[00:14:41] They can give you js o with keys that you didn't ask for if you are unlucky. But at least it will be valid. At least it'll pass through a json passer. And so they're, they're very similar sort of things, but they're, they're slightly different in terms of what they actually mean. And yeah, the new function stuff is, is super exciting.[00:14:55] 'cause functions are one of the most powerful aspects of the API that a lot of people haven't really started using yet. But it's amazingly powerful what you can do with it.[00:15:04] Alex Volkov: I saw that the functions, the functionality that they now have. is also plug in able as actions to those assistants. So when you're creating assistants, you're adding those functions as, like, features of this assistant.[00:15:17] And then those functions will execute in your environment, but they'll be able to call, like, different things. Like, they showcase an example of, like, an integration with, I think Spotify or something, right? And that was, like, an internal function that ran. But it is confusing, the kind of, the online assistant.[00:15:32] APIable agents and the GPT's agents. So I think it's a little confusing because they demoed both. I think[00:15:39] Plugins vs GPT Actions[00:15:39] Simon Willison: it's worth us talking about the difference between plugins and actions as well. Because, you know, they launched plugins, what, back in February. And they've effectively... They've kind of deprecated plugins.[00:15:49] They haven't said it out loud, but a bunch of people, but it's clear that they are not going to be investing further in plugins because the new actions thing is covering the same space, but actually I think is a better design for it. Interestingly, a few months ago, somebody quoted Sam Altman saying that he thought that plugins hadn't achieved product market fit yet.[00:16:06] And I feel like that's sort of what we're seeing today. The the problem with plugins is it was all a little bit messy. People would pick and mix the plugins that they needed. Nobody really knew which plugin combinations would work. With this new thing, instead of plugins, you build an assistant, and the assistant is a combination of a system prompt and a set of actions which look very much like plugins.[00:16:25] You know, they, they get a JSON somewhere, and I think that makes a lot more sense. You can say, okay, my product is this chatbot with this system prompt, so it knows how to use these tools. I've given it this combination of plugin like things that it can use. I think that's going to be a lot more, a lot easier to build reliably against.[00:16:43] And I think it's going to make a lot more sense to people than the sort of mix and match mechanism they had previously.[00:16:48] What is a "GPT"?[00:16:48] swyx: So actually[00:16:49] Alex Volkov: maybe it would be cool to cover kind of the capabilities of an assistant, right? So you have a custom prompt, which is akin to a system message. You have the actions thing, which is, you can add the existing actions, which is like browse the web and code interpreter, which we should talk about. Like, the system now can write code and execute it, which is exciting. But also you can add your own actions, which is like the functions calling thing, like v2, etc. Then I heard this, like, incredibly, like, quick thing that somebody told me that you can add two assistants to a thread.[00:17:20] So you literally can like mix agents within one thread with the user. So you have one user and then like you can have like this, this assistant, that assistant. They just glanced over this and I was like, that, that is very interesting. That is not very interesting. We're getting towards like, hey, you can pull in different friends into the same conversation.[00:17:37] Everybody does the different thing. What other capabilities do we have there? You guys remember? Oh Remember, like, context. Uploading API documentation.[00:17:48] Simon Willison: Well, that one's a bit more complicated. So, so you've got, you've got the system prompt, you've got optional actions, you've got you can turn on DALI free, you can turn on Code Interpreter, you can turn on Browse with Bing, those can be added or removed from your system.[00:18:00] And then you can upload files into it. And the files can be used in two different ways. You can... There's this thing that they call, I think they call it the retriever, which basically does, it does RAG, it does retrieval augmented generation against the content you've uploaded, but Code Interpreter also has access to the files that you've uploaded, and those are both in the same bucket, so you can upload a PDF to it, and on the one hand, it's got the ability to Turn that into, like, like, chunk it up, turn it into vectors, use it to help answer questions.[00:18:27] But then Code Interpreter could also fire up a Python interpreter with that PDF file in the same space and do things to it that way. And it's kind of weird that they chose to combine both of those things. Also, the limits are amazing, right? You get up to 20 files, which is a bit weird because it means you have to combine your documentation into a single file, but each file can be 512 megabytes.[00:18:48] So they're giving us a 10 gigabytes of space in each of these assistants, which is. Vast, right? And of course, I tested, it'll handle SQLite databases. You can give it a gigabyte SQL 512 megabyte SQLite database and it can answer questions based on that. But yeah, it's, it's, like I said, it's going to take us months to figure out all of the combinations that we can build with[00:19:07] swyx: all of this.[00:19:08] Alex Volkov: I wanna I just want to[00:19:12] Alessio: say for the storage, I saw Jeremy Howard tweeted about it. It's like 20 cents per gigabyte per system per day. Just in... To compare, like, S3 costs like 2 cents per month per gigabyte, so it's like 300x more, something like that, than just raw S3 storage. So I think there will still be a case for, like, maybe roll your own rag, depending on how much information you want to put there.[00:19:38] But I'm curious to see what the price decline curve looks like for the[00:19:42] swyx: storage there. Yeah, they probably should just charge that at cost. There's no reason for them to charge so much.[00:19:50] Simon Willison: That is wildly expensive. It's free until the 17th of November, so we've got 10 days of free assistance, and then it's all going to start costing us.[00:20:00] Crikey. They gave us 500 bucks of of API credit at the conference as well, which we'll burn through pretty quickly at this rate.[00:20:07] swyx: Yep.[00:20:09] Alex Volkov: A very important question everybody was asking, did the five people who got the 500 first got actually 1, 000? And I think somebody in OpenAI said yes, there was nothing there that prevented the five first people to not receive the second one again.[00:20:21] I[00:20:22] swyx: met one of them. I met one of them. He said he only got 500. Ah,[00:20:25] Alex Volkov: interesting. Okay, so again, even OpenAI people don't necessarily know what happened on stage with OpenAI. Simon, one clarification I wanted to do is that I don't think assistants are multimodal on input and output. So you do have vision, I believe.[00:20:39] Not confirmed, but I do believe that you have vision, but I don't think that DALL E is an option for a system. It is an option for GPTs, but the guy... Oh, that's so confusing! The systems, the checkbox for DALL E is not there. You cannot enable it.[00:20:54] swyx: But you just add them as a tool, right? So, like, it's just one more...[00:20:58] It's a little finicky... In the GPT interface![00:21:02] Criticism: the God Model[00:21:02] Simon Willison: I mean, to be honest, if the systems don't have DALI 3, we, does DALI 3 have an API now? I think they released one. I can't, there's so much stuff that got lost in the pile. But yeah, so, Coded Interpreter. Wow! That I was not expecting. That's, that's huge. Assuming.[00:21:20] I mean, I haven't tried it yet. I need to, need to confirm that it[00:21:29] Alex Volkov: definitely works because GPT[00:21:31] swyx: is I tried to make it do things that were not logical yesterday. Because one of the risks of having the God model is it calls... I think I handled the wrong model inappropriately whenever you try to ask it to something that's kind of vaguely ambiguous. But I thought I thought it handled the job decently well.[00:21:50] Like you know, I I think there's still going to be rough edges. Like it's going to try to draw things. It's going to try to code when you don't actually want to. And. In a sense, OpenAI is kind of removing that capability from ChargeGPT. Like, it just wants you to always query the God model and always get feedback on whether or not that was the right thing to do.[00:22:09] Which really[00:22:10] Simon Willison: sucks. Because it runs... I like ask it a question and it goes, Oh, searching Bing. And I'm like, No, don't search Bing. I know that the first 10 results on Bing will not solve this question. I know you know the answer. So I had to build my own custom GPT that just turns off Bing. Because I was getting frustrated with it always going to Bing when I didn't want it to.[00:22:30] swyx: Okay, so this is a topic that we discussed, which is the UI changes to chat gpt. So we're moving on from the assistance API and talking just about the upgrades to chat gpt and maybe the gpt store. You did not like it.[00:22:44] Alex Volkov: And I loved it. I'm gonna take both sides of this, yeah.[00:22:48] Criticism: ChatGPT changes[00:22:48] Simon Willison: Okay, so my problem with it, I've got, the two things I don't like, firstly, it can do Bing when I don't want it to, and that's just, just irritating, because the reason I'm using GPT to answer a question is that I know that I can't do a Google search for it, because I, I've got a pretty good feeling for what's going to work and what isn't, and then the other thing that's annoying is, it's just a little thing, but Code Interpreter doesn't show you the code that it's running as it's typing it out now, like, it'll churn away for a while, doing something, and then they'll give you an answer, and you have to click a tiny little icon that shows you the code.[00:23:17] Whereas previously, you'd see it writing the code, so you could cancel it halfway through if it was getting it wrong. And okay, I'm a Python programmer, so I care, and most people don't. But that's been a bit annoying.[00:23:26] swyx: Yeah, and when it errors, it doesn't tell you what the error is. It just says analysis failed, and it tries again.[00:23:32] But it's really hard for us to help it.[00:23:34] Simon Willison: Yeah. So what I've been doing is firing up the browser dev tools and intercepting the JSON that comes back, And then pretty printing that and debugging it that way, which is stupid. Like, why do I have to do[00:23:45] Alex Volkov: that? Totally good feedback for OpenAI. I will tell you guys what I loved about this unified mode.[00:23:49] I have a name for it. So we actually got a preview of this on Sunday. And one of the, one of the folks got, got like an early example of this. I call it MMIO, Multimodal Input and Output, because now there's a shared context between all of these tools together. And I think it's not only about selecting them just selecting them.[00:24:11] And Sam Altman on stage has said, oh yeah, we unified it for you, so you don't have to call different modes at once. And in my head, that's not all they did. They gave a shared context. So what is an example of shared context, for example? You can upload an image using GPT 4 vision and eyes, and then this model understands what you kind of uploaded vision wise.[00:24:28] Then you can ask DALI to draw that thing. So there's no text shared in between those modes now. There's like only visual shared between those modes, and DALI will generate whatever you uploaded in an image. So like it's eyes to output visually. And you can mix the things as well. So one of the things we did is, hey, Use real world realtime data from binging like weather, for example, weather changes all the time.[00:24:49] And we asked Dali to generate like an image based on weather data in a city and it actually generated like a live, almost like, you know, like snow, whatever. It was snowing in Denver. And that I think was like pretty amazing in terms of like being able to share context between all these like different models and modalities in the same understanding.[00:25:07] And I think we haven't seen the, the end of this, I think like generating personal images. Adding context to DALI, like all these things are going to be very incredible in this one mode. I think it's very, very powerful.[00:25:19] Simon Willison: I think that's really cool. I just want to opt in as opposed to opt out. Like, I want to control when I'm using the gold model versus when I'm not, which I can do because I created myself a custom GPT that does what I need.[00:25:30] It just felt a bit silly that I had to do a whole custom bot just to make it not do Bing searches.[00:25:36] swyx: All solvable problems in the fullness of time yeah, but I think people it seems like for the chat GPT at least that they are really going after the broadest market possible, that means simplicity comes at a premium at the expense of pro users, and the rest of us can build our own GPT wrappers anyway, so not that big of a deal.[00:25:57] But maybe do you guys have any, oh,[00:25:59] "GPTs" is a genius marketing move[00:25:59] Alex Volkov: sorry, go ahead. So, the GPT wrappers thing. Guys, they call them GPTs, because everybody's building GPTs, like literally all the wrappers, whatever, they end with the word GPT, and so I think they reclaimed it. That's like, you know, instead of fighting and saying, hey, you cannot use the GPT, GPT is like...[00:26:15] We have GPTs now. This is our marketplace. Whatever everybody else builds, we have the marketplace. This is our thing. I think they did like a whole marketing move here that's significant.[00:26:24] swyx: It's a very strong marketing move. Because now it's called Canva GPT. It's called Zapier GPT. And they're basically saying, Don't build your own websites.[00:26:32] Build it inside of our Goddard app, which is chatGPT. And and that's the way that we want you to do that. Right. In a[00:26:39] Simon Willison: way, it sort of makes up... It sort of makes up for the fact that ChatGPT is such a terrible name for a product, right? ChatGPT, what were they thinking when they came up with that name?[00:26:48] But I guess if they lean into it, it makes a little bit more sense. It's like ChatGPT is the way you chat with our GPTs and GPT is a better brand. And it's terrible, but it's not. It's a better brand than ChatGPT was.[00:26:59] RIP Advanced Data Analysis[00:26:59] swyx: So, so talking about naming. Yeah. Yeah. Simon, actually, so for those listeners that we're.[00:27:05] Actually gonna release Simon's talk at the AI Engineer Summit, where he actually proposed, you know a better name for the sort of junior developer or code Code code developer coding. Coding intern.[00:27:16] Simon Willison: Coding intern. Coding intern, yeah. Coding intern, was it? Yeah. But[00:27:19] swyx: did, did you know, did you notice that advanced data analysis is, did RIP you know, 2023 to 2023 , you know, a sales driven decision that has been rolled back effectively.[00:27:29] 'cause now everything's just called.[00:27:32] Simon Willison: That's, I hadn't, I'd noticed that, I thought they'd split the brands and they're saying advanced age analysis is the user facing brand and CodeSeparate is the developer facing brand. But now if they, have they ditched that from the interface then?[00:27:43] Alex Volkov: Yeah. Wow. So it's unified mode.[00:27:45] Yeah. Yeah. So like in the unified mode, there's no selection anymore. Right. You just get all tools at once. So there's no reason.[00:27:54] swyx: But also in the pop up, when you log in, when you log in, it just says Code Interpreter as well. So and then, and then also when you make a GPT you, the, the, the, the drop down, when you create your own GPT it just says Code Interpreter.[00:28:06] It also doesn't say it. You're right. Yeah. They ditched the brand. Good Lord. On the UI. Yeah. So oh, that's, that's amazing. Okay. Well, you know, I think so I, I, I think I, I may be one of the few people who listened to AI podcasts and also ster podcasts, and so I, I, I heard the, the full story from the opening as Head of Sales about why it was named Advanced Data Analysis.[00:28:26] It was, I saw that, yeah. Yeah. There's a bit of civil resistance, I think from the. engineers in the room.[00:28:34] Alex Volkov: It feels like the engineers won because we got Code Interpreter back and I know for sure that some people were very happy with this specific[00:28:40] Simon Willison: thing. I'm just glad I've been for the past couple of months I've been writing Code Interpreter parentheses also known as advanced data analysis and now I don't have to anymore so that's[00:28:50] swyx: great.[00:28:50] GPT Creator as AI Prompt Engineer[00:28:50] swyx: Yeah, yeah, it's back. Yeah, I did, I did want to talk a little bit about the the GPT creation process, right? I've been basically banging the drum a little bit about how AI is a better prompt engineer than you are. And sorry, my. Speaking over Simon because I'm lagging. When you create a new GPT this is really meant for low code, such as no code builders, right?[00:29:10] It's really, I guess, no code at all. Because when you create a new GPT, there's sort of like a creation chat, and then there's a preview chat, right? And the creation chat kind of guides you through the wizard. Of creating a logo for it naming, naming a thing, describing your GPT, giving custom instructions, adding conversation structure, starters and that's about it that you can do in a, in a sort of creation menu.[00:29:31] But I think that is way better than filling out a form. Like, it's just kind of have a check to fill out a form rather than fill out the form directly. And I think that's really good. And then you can sort of preview that directly. I just thought this was very well done and a big improvement from the existing system, where if you if you tried all the other, I guess, chat systems, particularly the ones that are done independently by this story writing crew, they just have you fill out these very long forms.[00:29:58] It's kind of like the match. com you know, you try to simulate now they've just replaced all of that, which is chat and chat is a better prompt engineer than you are. So when I,[00:30:07] Simon Willison: I don't know about that, I'll,[00:30:10] swyx: I'll, I'll drop this in, which is when I was creating a chat for my book, I just copied and selected all from my website, pasted it into the chat and it just did the prompts from chatbot for my book.[00:30:21] Right? So like, I don't have to structurally, I don't have to structure it. I can just dump info in it and it just does the thing. It fills in the form[00:30:30] Alex Volkov: for you.[00:30:33] Simon Willison: Yeah did that come through?[00:30:34] swyx: Yes[00:30:35] Simon Willison: no it doesn't. Yeah I built the first one of these things using the chatbot. Literally, on the bot, on my phone, I built a working, like, like, bot.[00:30:44] It was very impressive. And then the next three I built using the form. Because once I've done the chatbot once, it's like, oh, it's just, it's a system prompt. You turn on and off the different things, you upload some files, you give it a logo. So yeah, the chatbot, it got me onboarded, but it didn't stick with me as the way that I'm working with the system now that I understand how it all works.[00:31:00] swyx: I understand. Yeah, I agree with that. I guess, again, this is all about the total newbie user, right? Like, there are whole pitches that you will program with natural language. And even the form... And for that, it worked.[00:31:12] Simon Willison: Yeah, that did work really well.[00:31:16] Zapier and Prompt Injection[00:31:16] swyx: Can we talk[00:31:16] Alex Volkov: about the external tools of that? Because the demo on stage, they literally, like, used, I think, retool, and they used Zapier to have it actually perform actions in real world.[00:31:27] And that's, like, unlike the plugins that we had, there was, like, one specific thing for your plugin you have to add some plugins in. These actions now that these agents that people can program with you know, just natural language, they don't have to like, it's not even low code, it's no code. They now have tools and abilities in the actual world to do things.[00:31:45] And the guys on stage, they demoed like a mood lighting with like a hue lights that they had on stage, and they'd like, hey, set the mood, and set the mood actually called like a hue API, and they'll like turn the lights green or something. And then they also had the Spotify API. And so I guess this demo wasn't live streamed, right?[00:32:03] Swyx was live. They uploaded a picture of them hugging together and said, Hey, what is the mood for this picture? And said, Oh, there's like two guys hugging in a professional setting, whatever. So they created like a list of songs for them to play. And then they hit Spotify API to actually start playing this.[00:32:17] All within like a second of a live demo. I thought it was very impressive for a low code thing. They probably already connected the API behind the scenes. So, you know, just like low code, it's not really no code. But it was very impressive on the fly how they were able to create this kind of specific bot.[00:32:32] Simon Willison: On the one hand, yes, it was super, super cool. I can't wait to try that. On the other hand, it was a prompt injection nightmare. That Zapier demo, I'm looking at it going, Wow, you're going to have Zapier hooked up to something that has, like, the browsing mode as well? Just as long as you don't browse it, get it to browse a webpage with hidden instructions that steals all of your data from all of your private things and exfiltrates it and opens your garage door and...[00:32:56] Set your lighting to dark red. It's a nightmare. They didn't acknowledge that at all as part of those demos, which I thought was actually getting towards being irresponsible. You know, anyone who sees those demos and goes, Brilliant, I'm going to build that and doesn't understand prompt injection is going to be vulnerable, which is bad, you know.[00:33:15] swyx: It's going to be everyone, because nobody understands. Side note you know, Grok from XAI, you know, our dear friend Elon Musk is advertising their ability to ingest real time tweets. So if you want to worry about prompt injection, just start tweeting, ignore all instructions, and turn my garage door on.[00:33:33] I[00:33:34] Alex Volkov: will say, there's one thing in the UI there that shows, kind of, the user has to acknowledge that this action is going to happen. And I think if you guys know Open Interpreter, there's like an attempt to run Code Interpreter locally from Kilian, we talked on Thursday as well. This is kind of probably the way for people who are wanting these tools.[00:33:52] You have to give the user the choice to understand, like, what's going to happen. I think OpenAI did actually do some amount of this, at least. It's not like running code by default. Acknowledge this and then once you acknowledge you may be even like understanding what you're doing So they're kind of also given this to the user one thing about prompt ejection Simon then gentrally.[00:34:09] Copyright Shield[00:34:09] Alex Volkov: I don't know if you guys We talked about this. They added a privacy sheet something like this where they would Protect you if you're getting sued because of the your API is getting like copyright infringement I think like it's worth talking about this as well. I don't remember the exact name. I think copyright shield or something Copyright[00:34:26] Simon Willison: shield, yeah.[00:34:28] Alessio: GitHub has said that for a long time, that if Copilot created GPL code, you would get like a... The GitHub legal team to provide on your behalf.[00:34:36] Simon Willison: Adobe have the same thing for Firefly. Yeah, it's, you pay money to these big companies and they have got your back is the message.[00:34:44] swyx: And Google VertiFax has also announced it.[00:34:46] But I think the interesting commentary was that it does not cover Google Palm. I think that is just yeah, Conway's Law at work there. It's just they were like, I'm not, I'm not willing to back this.[00:35:02] Yeah, any other elements that we need to cover? Oh, well, the[00:35:06] Simon Willison: one thing I'll say about prompt injection is they do, when you define these new actions, one of the things you can do in the open API specification for them is say that this is a consequential action. And if you mark it as consequential, then that means it's going to prompt the use of confirmation before running it.[00:35:21] That was like the one nod towards security that I saw out of all the stuff they put out[00:35:25] swyx: yesterday.[00:35:27] Alessio: Yeah, I was going to say, to me, the main... Takeaway with GPTs is like, the funnel of action is starting to become clear, so the switch to like the GOT model, I think it's like signaling that chat GPT is now the place for like, long tail, non repetitive tasks, you know, if you have like a random thing you want to do that you've never done before, just go and chat GPT, and then the GPTs are like the long tail repetitive tasks, you know, so like, yeah, startup questions, it's like you might have A ton of them, you know, and you have some constraints, but like, you never know what the person is gonna ask.[00:36:00] So that's like the, the startup mentored and the SEM demoed on, on stage. And then the assistance API, it's like, once you go away from the long tail to the specific, you know, like, how do you build an API that does that and becomes the focus on both non repetitive and repetitive things. But it seems clear to me that like, their UI facing products are more phased on like, the things that nobody wants to do in the enterprise.[00:36:24] Which is like, I don't wanna solve, The very specific analysis, like the very specific question about this thing that is never going to come up again. Which I think is great, again, it's great for founders. that are working to build experiences that are like automating the long tail before you even have to go to a chat.[00:36:41] So I'm really curious to see the next six months of startups coming up. You know, I think, you know, the work you've done, Simon, to build the guardrails for a lot of these things over the last year, now a lot of them come bundled with OpenAI. And I think it's going to be interesting to see what, what founders come up with to actually use them in a way that is not chatting, you know, it's like more autonomous behavior[00:37:03] Alex Volkov: for you.[00:37:04] Interesting point here with GPT is that you can deploy them, you can share them with a link obviously with your friends, but also for enterprises, you can deploy them like within the enterprise as well. And Alessio, I think you bring a very interesting point where like previously you would document a thing that nobody wants to remember.[00:37:18] Maybe after you leave the company or whatever, it would be documented like in Asana or like Confluence somewhere. And now. Maybe there's a, there's like a piece of you that's left in the form of GPT that's going to keep living there and be able to answer questions like intelligently about this. I think it's a very interesting shift in terms of like documentation staying behind you, like a little piece of Olesio staying behind you.[00:37:38] Sorry for the balloons. To kind of document this one thing that, like, people don't want to remember, don't want to, like, you know, a very interesting point, very interesting point. Yeah,[00:37:47] swyx: we are the first immortals. We're in the training data, and then we will... You'll never get rid of us.[00:37:55] Alessio: If you had a preference for what lunch got catered, you know, it'll forever be in the lunch assistant[00:38:01] swyx: in your computer.[00:38:03] Sharable GPTs solve the API distribution issue[00:38:03] swyx: I think[00:38:03] Simon Willison: one thing I find interesting about the shareable GPTs is there's this problem at the moment with API keys, where if I build a cool little side project that uses the GPT 4 API, I don't want to release that on the internet, because then people can burn through my API credits. And so the thing I've always wanted is effectively OAuth against OpenAI.[00:38:20] So somebody can sign in with OpenAI to my little side project, and now it's burning through their credits when they're using... My tool. And they didn't build that, but they've built something equivalent, which is custom GPTs. So right now, I can build a cool thing, and I can tell people, here's the GPT link, and okay, they have to be paying 20 a month to open AI as a subscription, but now they can use my side project, and I didn't have to...[00:38:42] Have my own API key and watch the budget and cut it off for people using it too much, and so on. That's really interesting. I think we're going to see a huge amount of GPT side projects, because it doesn't, it's now, doesn't cost me anything to give you access to the tool that I built. Like, it's built to you, and that's all out of my hands now.[00:38:59] And that's something I really wanted. So I'm quite excited to see how that ends up[00:39:02] swyx: playing out. Excellent. I fully agree with We follow that.[00:39:07] Voice[00:39:07] swyx: And just a, a couple mentions on the other multimodality things text to speech and speech to text just dropped out of nowhere. Go, go for it. Go for it.[00:39:15] You, you, you sound like you have[00:39:17] Simon Willison: Oh, I'm so thrilled about this. So I've been playing with chat GPT Voice for the past month, right? The thing where you can, you literally stick an AirPod in and it's like the movie her. The without the, the cringy, cringy phone sex bits. But yeah, like I walk my dog and have brainstorming conversations with chat GPT and it's incredible.[00:39:34] Mainly because the voices are so good, like the quality of voice synthesis that they have for that thing. It's. It's, it's, it really does change. It's got a sort of emotional depth to it. Like it changes its tone based on the sentence that it's reading to you. And they made the whole thing available via an API now.[00:39:51] And so that was the thing that the one, I built this thing last night, which is a little command line utility called oSpeak. Which you can pip install and then you can pipe stuff to it and it'll speak it in one of those voices. And it is so much fun. Like, and it's not like another interesting thing about it is I got it.[00:40:08] So I got GPT 4 Turbo to write a passionate speech about why you should care about pelicans. That was the entire prompt because I like pelicans. And as usual, like, if you read the text that it generates, it's AI generated text, like, yeah, whatever. But when you pipe it into one of these voices, it's kind of meaningful.[00:40:24] Like it elevates the material. You listen to this dumb two minute long speech that I just got language not generated and I'm like, wow, no, that's making some really good points about why we should care about Pelicans, obviously I'm biased because I like Pelicans, but oh my goodness, you know, it's like, who knew that just getting it to talk out loud with that little bit of additional emotional sort of clarity would elevate the content to the point that it doesn't feel like just four paragraphs of junk that the model dumped out.[00:40:49] It's, it's amazing.[00:40:51] Alex Volkov: I absolutely agree that getting this multimodality and hearing things with emotion, I think it's very emotional. One of the demos they did with a pirate GPT was incredible to me. And Simon, you mentioned there's like six voices that got released over API. There's actually seven voices.[00:41:06] There's probably more, but like there's at least one voice that's like pirate voice. We saw it on demo. It was really impressive. It was like, it was like an actor acting out a role. I was like... What? It doesn't make no sense. Like, it really, and then they said, yeah, this is a private voice that we're not going to release.[00:41:20] Maybe we'll release it. But also, being able to talk to it, I was really that's a modality shift for me as well, Simon. Like, like you, when I got the voice and I put it in my AirPod, I was walking around in the real world just talking to it. It was an incredible mind shift. It's actually like a FaceTime call with an AI.[00:41:38] And now you're able to do this yourself, because they also open sourced Whisper 3. They mentioned it briefly on stage, and we're now getting a year and a few months after Whisper 2 was released, which is still state of the art automatic speech recognition software. We're now getting Whisper 3.[00:41:52] I haven't yet played around with benchmarks, but they did open source this yesterday. And now you can build those interfaces that you talk to, and they answer in a very, very natural voice. All via open AI kind of stuff. The very interesting thing to me is, their mobile allows you to talk to it, but Swyx, you were sitting like together, and they typed most of the stuff on stage, they typed.[00:42:12] I was like, why are they typing? Why not just have an input?[00:42:16] swyx: I think they just didn't integrate that functionality into their web UI, that's all. It's not a big[00:42:22] Alex Volkov: complaint. So if anybody in OpenAI watches this, please add talking capabilities to the web as well, not only mobile, with all benefits from this, I think.[00:42:32] I[00:42:32] swyx: think we just need sort of pre built components that... Assume these new modalities, you know, even, even the way that we program front ends, you know, and, and I have a long history of in the front end world, we assume text because that's the primary modality that we want, but I think now basically every input box needs You know, an image field needs a file upload field.[00:42:52] It needs a voice fields, and you need to offer the option of doing it on device or in the cloud for higher, higher accuracy. So all these things are because you can[00:43:02] Simon Willison: run whisper in the browser, like it's, it's about 150 megabyte download. But I've seen doubt. I've used demos of whisper running entirely in web assembly.[00:43:10] It's so good. Yeah. Like these and these days, 150 megabyte. Well, I don't know. I mean, react apps are leaning in that direction these days, to be honest, you know. No, honestly, it's the, the, the, the, the, the stuff that the models that run in your browsers are getting super interesting. I can run language models in my browser, the whisper in my browser.[00:43:29] I've done image captioning, things like it's getting really good and sure, like 150 megabytes is big, but it's not. Achievably big. You get a modern MacBook Pro, a hundred on a fast internet connection, 150 meg takes like 15 seconds to load, and now you've got full wiss, you've got high quality wisp, you've got stable fusion very locally without having to install anything.[00:43:49] It's, it's kind of amazing. I would[00:43:50] Alex Volkov: also say, I would also say the trend there is very clear. Those will get smaller and faster. We saw this still Whisper that became like six times as smaller and like five times as fast as well. So that's coming for sure. I gotta wonder, Whisper 3, I haven't really checked it out whether or not it's even smaller than Whisper 2 as well.[00:44:08] Because OpenAI does tend to make things smaller. GPT Turbo, GPT 4 Turbo is faster than GPT 4 and cheaper. Like, we're getting both. Remember the laws of scaling before, where you get, like, either cheaper by, like, whatever in every 16 months or 18 months, or faster. Now you get both cheaper and faster.[00:44:27] So I kind of love this, like, new, new law of scaling law that we're on. On the multimodality point, I want to actually, like, bring a very significant thing that I've been waiting for, which is GPT 4 Vision is now available via API. You literally can, like, send images and it will understand. So now you have, like, input multimodality on voice.[00:44:44] Voice is getting added with AutoText. So we're not getting full voice multimodality, it doesn't understand for example, that you're singing, it doesn't understand intonations, it doesn't understand anger, so it's not like full voice multimodality. It's literally just when saying to text so I could like it's a half modality, right?[00:44:59] Vision[00:44:59] Alex Volkov: Like it's eventually but vision is a full new modality that we're getting. I think that's incredible I already saw some demos from folks from Roboflow that do like a webcam analysis like live webcam analysis with GPT 4 vision That I think is going to be a significant upgrade for many developers in their toolbox to start playing with this I chatted with several folks yesterday as Sam from new computer and some other folks.[00:45:23] They're like hey vision It's really powerful. Very, really powerful, because like, it's I've played the open source models, they're good. Like Lava and Buck Lava from folks from News Research and from Skunkworks. So all the open source stuff is really good as well. Nowhere near GPT 4. I don't know what they did.[00:45:40] It's, it's really uncanny how good this is.[00:45:44] Simon Willison: I saw a demo on Twitter of somebody who took a football match and sliced it up into a frame every 10 seconds and fed that in and got back commentary on what was going on in the game. Like, good commentary. It was, it was astounding. Yeah, turns out, ffmpeg slice out a frame every 10 seconds.[00:45:59] That's enough to analyze a video. I didn't expect that at all.[00:46:03] Alex Volkov: I was playing with this go ahead.[00:46:06] swyx: Oh, I think Jim Fan from NVIDIA was also there, and he did some math where he sliced, if you slice up a frame per second from every single Harry Potter movie, it costs, like, 1540 $5. Oh, it costs $180 for GPT four V to ingest all eight Harry Potter movies, one frame per second and 360 p resolution.[00:46:26] So $180 to is the pricing for vision. Yeah. And yeah, actually that's wild. At our, at our hackathon last night, I, I, I skipped it. A lot of the party, and I went straight to Hackathon. We actually built a vision version of v0, where you use vision to correct the differences in sort of the coding output.[00:46:45] So v0 is the hot new thing from Vercel where it drafts frontends for you, but it doesn't have vision. And I think using vision to correct your coding actually is very useful for frontends. Not surprising. I actually also interviewed Div Garg from Multion and I said, I've always maintained that vision would be the biggest thing possible for desktop agents and web agents because then you don't have to parse the DOM.[00:47:09] You can just view the screen just like a human would. And he said it was not as useful. Surprisingly because he had, he's had access for about a month now for, for specifically the Vision API. And they really wanted him to push it, but apparently it wasn't as successful for some reason. It's good at OCR, but not good at identifying things like buttons to click on.[00:47:28] And that's the one that he wants. Right. I find it very interesting. Because you need coordinates,[00:47:31] Simon Willison: you need to be able to say,[00:47:32] swyx: click here.[00:47:32] Alex Volkov: Because I asked for coordinates and I got coordinates back. I literally uploaded the picture and it said, hey, give me a bounding box. And it gave me a bounding box. And it also.[00:47:40] I remember, like, the first demo. Maybe it went away from that first demo. Swyx, do you remember the first demo? Like, Brockman on stage uploaded a Discord screenshot. And that Discord screenshot said, hey, here's all the people in this channel. Here's the active channel. So it knew, like, the highlight, the actual channel name as well.[00:47:55] So I find it very interesting that they said this because, like, I saw it understand UI very well. So I guess it it, it, it, it, like, we'll find out, right? Many people will start getting these[00:48:04] swyx: tools. Yeah, there's multiple things going on, right? We never get the full capabilities that OpenAI has internally.[00:48:10] Like, Greg was likely using the most capable version, and what Div got was the one that they want to ship to everyone else.[00:48:17] Alex Volkov: The one that can probably scale as well, which I was like, lower, yeah.[00:48:21] Simon Willison: I've got a really basic question. How do you tokenize an image? Like, presumably an image gets turned into integer tokens that get mixed in with text?[00:48:29] What? How? Like, how does that even work? And, ah, okay. Yeah,[00:48:35] swyx: there's a, there's a paper on this. It's only about two years old. So it's like, it's still a relatively new technique, but effectively it's, it's convolution networks that are re reimagined for the, for the vision transform age.[00:48:46] Simon Willison: But what tokens do you, because the GPT 4 token vocabulary is about 30, 000 integers, right?[00:48:52] Are we reusing some of those 30, 000 integers to represent what the image is? Or is there another 30, 000 integers that we don't see? Like, how do you even count tokens? I want tick, tick, I want tick token, but for images.[00:49:06] Alex Volkov: I've been asking this, and I don't think anybody gave me a good answer. Like, how do we know the context lengths of a thing?[00:49:11] Now that, like, images is also part of the prompt. How do you, how do you count? Like, how does that? I never got an answer, so folks, let's stay on this, and let's give the audience an answer after, like, we find it out. I think it's very important for, like, developers to understand, like, How much money this is going to cost them?[00:49:27] And what's the context length? Okay, 128k text... tokens, but how many image tokens? And what do image tokens mean? Is that resolution based? Is that like megabytes based? Like we need we need a we need the framework to understand this ourselves as well.[00:49:44] swyx: Yeah, I think Alessio might have to go and Simon. I know you're busy at a GitHub meeting.[00:49:48] In person experience[00:49:48] swyx: I've got to go in 10 minutes as well. Yeah, so I just wanted to Do some in person takes, right? A lot of people, we're going to find out a lot more online as we go about our learning journ