Are we already in the Singularity? | E24

And I'm glad I have you guys here because I do want to start with the biggest topic.

And I want to get your take on this.

So everyone is riffing about open way models, regulation thereof.

And I thought that this had died down just a little bit.

But as it turns out, there was a letter that Nvidia dropped, Jensen joined X, which everyone was freaking out about.

And there were about 25 names on this letter defending and advocating for open models.

Since then, it's grown to over 100 different companies that have all signed up about this.

OpenAI joined, and we'll talk about Anthropica in a second.

But I'm curious about who got essentially asked to sign and if they wanted to or not.

So, Grant, I know Gamma is a pretty big name now in the AI game, over 100 million ARR, multi-billion dollar valuation.

Did anyone reach out and say, hey, do you guys want to sign the open weight survivability model

pledge? We have not been reached out to, but it's definitely a topic we're following closely and You know it's important when Jensen joins X, so everyone's obviously keen to see what's going on here.

Would you sign?

Yeah, I mean, I think everybody in the industry, you know, other than maybe the two major players, is a very big proponent of keeping things open and making sure open has a chance at, you know, continuing to play a big role in how we innovate in AI and just technology broadly.

What about you, Philip? Is

this virtual signaling? I'm trying to figure out, like, everyone's showing up suddenly to take part in this.

Is this bullying, Philip?

uh there's certainly some bullying going on um nobody wants to be on the wrong side of nvidia no uh obviously we are never almost i can imagine grant is uh It's in everybody's incentive to want open weight models for us, but we're not the guys pouring billions of dollars into R&D to create the weights.

So, yeah, I mean, it came out yesterday that NVIDIA is about to plow $250 billion into open AI data center projects.

like backing or something like that.

So it would be difficult for then OpenAI not to sign a

letter.

There's an old joke that he who has the gold has the rules, or I guess in this case, somehow NVIDIA has both all the money and the GPUs.

They do seem to have quite a lot of market leverage.

And I want to get to OpenAI and Anthropic in a second, but I was thinking about how this applies to your guys' companies.

And I'm glad I have you guys here because I do want to start with the biggest topic.

And I want to get your take on this.

So everyone is riffing about open way models, regulation thereof.

And I thought that this had died down just a little bit.

But as it turns out, there was a letter that Nvidia dropped, Jensen joined X, which everyone was freaking out about.

And there were about 25 names on this letter defending and advocating for open models.

Since then, it's grown to over 100 different companies that have all signed up about this.

OpenAI joined, and we'll talk about Anthropica in a second.

But I'm curious about who got essentially asked to sign and if they wanted to or not.

So, Grant, I know Gamma is a pretty big name now in the AI game, over 100 million ARR, multi-billion dollar valuation.

Did anyone reach out and say, hey, do you guys want to sign the open weight survivability model

pledge? We have not been reached out to, but it's definitely a topic we're following closely and You know it's important when Jensen joins X, so everyone's obviously keen to see what's going on here.

Would you sign?

Yeah, I mean, I think everybody in the industry, you know, other than maybe the two major players, is a very big proponent of keeping things open and making sure open has a chance at, you know, continuing to play a big role in how we innovate in AI and just technology broadly.

What about you, Philip? Is

this virtual signaling? I'm trying to figure out, like, everyone's showing up suddenly to take part in this.

Is this bullying, Philip?

uh there's certainly some bullying going on um nobody wants to be on the wrong side of nvidia no uh obviously we are never almost i can imagine grant is uh It's in everybody's incentive to want open weight models for us, but we're not the guys pouring billions of dollars into R&D to create the weights.

So, yeah, I mean, it came out yesterday that NVIDIA is about to plow $250 billion into open AI data center projects.

like backing or something like that.

So it would be difficult for then OpenAI not to sign a

letter.

There's an old joke that he who has the gold has the rules, or I guess in this case, somehow NVIDIA has both all the money and the GPUs.

They do seem to have quite a lot of market leverage.

And I want to get to OpenAI and Anthropic in a second, but I was thinking about how this applies to your guys' companies.