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20VC: Raising $500M To Compete in the Race for AGI | Will Scaling Laws Continue: Is Access to Compute Everything | Will Nvidia Continue To Dominate | The Biggest Bottlenecks in the Race for AGI with Eiso Kant, CTO @ Poolside

2024-10-07 · 71 min · 19 entities

episode page audio

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    20VC: Raising $500M To Compete in the Race for AGI | Will Scaling Laws Continue: Is Access to Compute Everything | Will Nvidia Continue To Dominate | The Biggest Bottlenecks in the Race for AGI with Eiso Kant, CTO @ Poolside
  • → hosted by Harry Stebbings person
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    Feed author/publisher: Harry Stebbings
  • → founded Athenian company
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    founded Athenian
  • → founded Athenian company
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    founded Athenian
  • → works at poolside.ai company
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    CTO of Poolside.ai
  • → works at poolside.ai company
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    CTO of Poolside.ai
  • → discusses Business concept
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    Feed category: Business
  • → discusses Investing concept
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  • → discusses News concept
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  • → discusses Tech News concept
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    Feed category: Tech News

Entities found in this episode

concepts 9

  • mentioned Business concept
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    Feed category: Business
  • mentioned Investing concept
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    Feed category: Investing
  • mentioned Tech News concept
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    Feed category: Tech News
  • discusses Business concept
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    evidence rules-v4
    Feed category: Business
  • discusses Investing concept
    0.40
    evidence rules-v4
    Feed category: Investing
  • discusses News concept
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    Feed category: News
  • discusses Tech News concept
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    Feed category: Tech News
  • mentioned AGI concept
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    AGI
  • mentioned CTO concept
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    CTO

companys 6

  • mentioned Athenian company
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    founded Athenian
  • mentioned poolside.ai company
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    CTO of Poolside.ai
  • founded Athenian company
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    evidence rules-v4
    founded Athenian
  • founded Athenian company
    0.54
    evidence rules-v4
    founded Athenian
  • works at poolside.ai company
    0.50
    evidence rules-v4
    CTO of Poolside.ai
  • works at poolside.ai company
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    evidence rules-v4
    CTO of Poolside.ai

persons 3

  • mentioned Eiso Kant person
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    20VC: Raising $500M To Compete in the Race for AGI | Will Scaling Laws Continue: Is Access to Compute Everything | Will Nvidia Continue To Dominate | The Biggest Bottlenecks in the Race for AGI with Eiso Kant, CTO @ Poolside
  • mentioned Harry Stebbings person
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    evidence rules-v4
    Feed author/publisher: Harry Stebbings
  • hosted by Harry Stebbings person
    0.55
    evidence rules-v4
    Feed author/publisher: Harry Stebbings

podcasts 1

Episode description as stored
Eiso Kant is the Co-Founder and CTO of Poolside.ai, building next-generation AI for software engineering. Just last week, Poolside announced their $500M Series B valuing the company at $3BN. Prior to Poolside, Eiso founded Athenian, a data-enabled engineering platform. Before that, he built source{d} - the world's first company dedicated to applying AI to code and software. 1. Raising $600M to Compete in the AGI Race: What is Poolside? How does Poolside differentiate from other general-purpose LLMs? How much of Poolside's latest raise will be spent on compute? How does Eiso feel about large corporates being a large part of startup LLM provider's funding rounds?  Why did Poolside choose to only accept investment from Nvidia? Is $600M really enough to compete with the mega war chests of other LLMs? 2. The Big Questions in AI: Will scaling laws continue? Have we reached a stage of diminishing returns in model performance for LLMs? What is the biggest barrier to the continued improvement in model performance; data, algorithms or compute? To what extent will Nvidia's Blackwell chip create a step function improvement in performance? What will OpenAI's GPT5 need to have to be a gamechanger once again? 3. Compute, Chips and Cash: Does Eiso agree with Larry Ellison; "you need $100BN to play the foundation model game"? What does Eiso believe is the minimum entry price? Will we see the continuing monopoly of Nvidia? How does Eiso expect the compute landscape to evolve? Why are Amazon and Google best placed when it comes to reducing cost through their own chip manufacturing?  Does Eiso agree with David Cahn @ Sequoia, "you will never train a frontier model on the same data centre twice"?  Can the speed of data centre establishment and development keep up with the speed of foundation model development? 4. WTF Happens to The Model Layer: OpenAI and Anthropic… Does Eiso agree we are seeing foundation models become commoditised? What would Eiso do if he were Sam Altman today? Is $6.6BN really enough for OpenAI to compete against Google, Meta etc…? OpenAI at $150BN, Anthropic at $40BN and X.ai at $24BN. Which would Eiso choose to buy and why?