Comment by zitoshi
12 hours ago
interesting signal about where AI is...
It actually feels like a signal that it is in a tapering phase.
As in, if it was in a growth phase a freeform, solo - collab with who you want, would be more beneficial. But in a tapering phase you'd want structure and to be in the private formal meetings.
just an idea
Or, you could fit the exactly opposite story to the same data:
Growth is when you want to have institutional support, to be at the tip, backed by infinite money and best compute infra, and benefit disproportionally from compounding. Conversely tapering is when you're best flying under the radar, and there's plenty of value both in ideas and in hardware, as the leading players shed excess they can't support anymore, ...
Yes, that makes sense.
But to your point, then the growth is not in the ideas that can be generated with AI, and more in the structure. Which feels like a different stage. Maybe "growth", wasn't a good word.
Feels like the opposite.
Stuff is still happening and you need to be part of a big lab to see it. NanoGPT is fun but at some point you need that datacenter.
I would guess he's never left out at whats happening, because he's still highly connected with those people even when not at the company.
I also feel like there are many ways he can access compute for use of his own ideas.