“There are certain times where we're more investing more slowly… we’re doing less deals in a given year”
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Said on How I Invest with David Weisburd
Unsupervised Learning with Jacob Effron · Ep 94: Applied Compute CEO on the Limits of RL, the New AI Hyperscaler & Why Post-Training Wins Inference
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invest in more data-efficient algorithms that require less training time and compute
“There are certain times where we're more investing more slowly… we’re doing less deals in a given year”
“The more you post-train models the less diverse their outputs become”
“It was trained on a bit more than 3K GPU, so 10 megawatt of power, that's, we think, three to four times less than the Chinese competitors”
“Oracle's cloud computing business ... is the host TikTok's algorithm and is responsible for security of the algorithm ... Oracle only owns 15 percent of it.”
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