Tuesday, October 1, 2024

20VC: Perplexity’s Aravind Srinivas on Will Basis Fashions Commoditise, Diminishing Returns in Mannequin Efficiency, OpenAI vs Anthropic: Who Wins & Why the Subsequent Breakthrough in Mannequin Efficiency can be in Reasoning

Posted on fifth June 2024 by Harry

Aravind Srinivas is the Co-Founder and CEO @ Perplexity the place he’s on a mission to construct the world’s most knowledge-centric firm. Current reviews have steered the corporate is elevating $250M at a $3BN valuation and the corporate’s cap desk at the moment contains all stars comparable to Jeff Bezos, Elad Gil, Nat Friedman, Tobi Lutke, Yann LeCun, Naval Ravikant, Paul Buchheit and Andrej Karpathy. Previous to founding Perplexity, Aravind was a Analysis Scientist @ OpenAI and earlier than {that a} analysis intern at each Google and Deepmind.

In Right now’s Episode with Aravind Srinivas:

1. Are We Reaching a Stage of Diminishing Returns with Fashions:

  • Have we reached a stage the place extra compute is not going to end in a proportional enchancment in mannequin efficiency?
  • What are probably the most thrilling new modalities we’ll see breakthroughs in?
  • Is voice the novel new modality that everybody thinks it’s and OpenAI demoed?
  • What is going to it take and when will we now have true reasoning in fashions?

2. Are Basis Fashions Commoditising:

  • What’s the finish state for the muse mannequin layer?
  • Will we see the specialisation of fashions? Will completely different fashions be used for various issues?
  • Is there room for a brand new basis mannequin to be born? Is it VC backable?
  • Why does Aravind imagine that two gamers will win this layer? What occurs to the remainder?
  • What is required to win on this layer?

3. How you can Survive in a World of Incumbents: Funding the Machine:

  • How can any of the present gamers compete in a world the place Microsoft has $300M in free money movement per day?
  • How a lot cash does one must construct a basis mannequin right now? Are the limitations decreasing?
  • Why does Aravind argue that expertise just isn’t merely a sport of money?

4. From Burning Cash to Printing It:

  • What does Aravind imagine are the 4 core monetisation strategies for Perplexity?
  • Why does Aravind assume that promoting can be their largest?
  • Why does Aravind assume that client subscription just isn’t an excellent enterprise for them?
  • Is Aravind involved about having to construct an enterprise go-to-market?
  • What is going to it take to have an excellent profitable API printing cash machine enterprise?

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