Infinite Curiosity Pod with Prateek Joshi

Latest Episodes:

Voice AI Agents Feb 12, 2024

Show notes

Itamar Arel is the CEO of Tenyx, where they are building intelligent voice AI agents. He was previously the founder of Apprente and Binatix. He was previously a visiting associate professor at Stanford.
(00:22) State of Play in Voice AI
(02:21) Modern Voice Agents
(04:01) Building Voice AI Models
(05:48) The Role of Developers
(08:28) Introduction to Tenyx
(09:52) Innovative Use Cases of Voice AI
(15:20) Challenges in Voice AI
(19:18) Scaling Voice AI Across Languages
(21:45) Combating Misinformation in Voice AI
(24:17) Voice AI and Human Creativity
(26:49) Sensitive Use Cases of Voice AI
(28:48) Voice AI in the Military
(30:32) AI-Generated Voice and Disclosure
(32:28) Future of Voice AI
(34:04) Rapid Fire Round
Itamar's favorite book: Consciousness and the Brain (Author: Stanislas Dehaene)
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Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi

MANG VC "Round Trip" Phenomenon in AI Feb 05, 2024

Show notes

Apoorv Agrawal is a partner at Altimeter, a tech-focused crossover firm with investments in iconic companies such as Snowflake, Twilio, UiPath, Uber, Okta, Roblox, HubSpot, GitLab, and more. He focuses on software and AI investments. He was previously an investor at Softbank and Steadview. Prior to this, he was building AI software at Rocket Fuel and Palantir as an engineer. He continues to code to this day and has built AltimeterGPT to augment their research efforts. He has a bachelors in computer science and an MBA from Stanford.
(00:33) The Rise of MANG VC
(03:01) Capital Deployed by MANG VC
(04:27) Impact of ChatGPT on Investment Strategies
(07:16) The "Round Trip" Effect
(10:05) Legality and Market Distortion
(12:19) Margin Profiles of AI Businesses
(15:28) Valuing Modern AI Businesses
(18:30) Market Distortions and Downstream Effects
(21:56) Considerations for Raising Capital from MANG VC
(26:19) Role of MANG VC in the Next Two Years
(35:02) Rapid Fire Round
Apoorv's favorite book: Man's Search for Meaning (Author: Viktor Frankl)
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Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi

AI x Future of Work Jan 29, 2024

Show notes

Atif Rafiq is the cofounder and CEO of Ritual, a software app to speed up innovation and move ideas to action. He has held C-suite roles at McDonald's, Volvo, and MGM Resorts. He was previously the cofounder/CEO of Covigna, which is a content management software provider. He's the author of the book Decision Sprint, which was featured on the Wall Street Journal's bestseller list.
(00:08) Defining the Future of Work
(02:06) Skills for an AI-First Workplace
(05:46) Evolution of Education Systems
(08:24) Impact of AI on Skilled Professionals
(10:30) Remote Work Effectiveness
(12:47) Equipping Teams with AI Knowledge
(15:46) Career Pivots towards AI
(17:49) Practical Steps for Problem Solving
(20:12) Value of AI Certifications
(21:27) Introduction to Ritual
(23:18) Surprising Discoveries with Ritual
(26:17) The Future Workplace
(29:09) Rapid Fire Round
Atif's favorite book: Thinking, Fast and Slow (Author: Daniel Kahneman)
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Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi

LLM Data Frontiers Jan 22, 2024

Show notes

Curtis Northcutt is the cofounder and CEO of Cleanlab, a data curation platform for LLMs. They have raised $30M in funding from Bain Capital Ventures, Menlo, Databricks, and TQ. He was previously the cofounder and CTO of ChipBrain. He has a PhD in Computer Science from MIT.
(00:07) Data Curation in the Context of LLMs
(01:14) Connection between Language Models and Computer Science
(03:14) Importance of Data Curation for LLMs
(04:06) Challenges in Data Curation for LLMs
(06:09) Confident Learning and its Concept
(09:42) CleanLab and its Role
(12:42) Role of Open Source Datasets and Tooling
(15:08) Balancing Data and Privacy in Regulated Industries
(17:25) Feasibility of Federated Learning
(20:35) Decentralized Compute and Aggregating Compute Clusters
(25:19) Determining Model Size for Data Representation
(27:09) Advice for ML Engineers in Handling Data Curation
(30:20) Rapid Fire Round
Curtis's favorite book: The Bible (in the context of marketing)
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Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi

AI in Defense Jan 16, 2024

Show notes

John Dulin is the founder and CEO of Modern Intelligence, where they are building AI foundation models for defense. He was previously at Numerai and Freenome.
(00:00) Introduction
(00:08) The State of AI in Defense
(03:17) AI Impact on Tactics in Conflicts
(09:24) Real-Time Threat Assessment
(18:21) Naval Operations and Maritime Surveillance
(22:28) Startups and Maritime Technologies
(25:58) Naval Dominance and Global Power
(31:20) Multi-Intelligence in Defense
(35:20) The AI Arms Race and the Future of Defense
(38:59) Rapid Fire Round
John's favorite book: Wilhelm Meister's Apprenticeship (Author: Johann Wolfgang von Goethe)
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Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi

Building and Investing in Consumer AI Jan 08, 2024

Show notes

Talia Goldberg is a partner at Bessemer Venture Partners where she focuses on consumer internet, software, and AI. She became the youngest elected partner in firm history. Bessemer is a VC firm with a long and storied history with investments in companies like Twilio, Shopify, Pinterest, LinkedIn, Yelp, Twitch, and many more.
In this episode, we cover a range of topics including:
- Why is consumer the biggest beneficiary of AI
- AI is generating massive consumer surplus
- Why is RLHF only a secondary moat
- Distribution tactics for consumer AI: virality via social proof, the Etsy effect, building for niche communities, standing on the shoulder of giants, "first order irrational, second order rational"
- Conversion tactics for consumer AI: entertainment as conversion, community-driven conversion, gambling psychology
- What does 2024 look like for AI startups and VCs
Talia's favorite book: Poor Charlie's Almanack (Author: Charlie Munger)
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Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi

Open Source x Health AI Dec 18, 2023

Show notes

Dan Caron is the founder and CEO of Health Universe, where they are building an open source collaboration platform for health AI. He was previously the founder and CTO of Dark Pilot. Prior to that, he was the founder and COO of RxREVU.
In this episode, we cover a range of topics including:
- State of play in Health AI
- Why open source in Health AI
- The founding of Health Universe
- Potential risks of using open source in healthcare
- Regulatory environment
- Open source vs commercial healthcare
- Impact of the open source approach on healthcare providers and global healthcare disparities
- The future of open source in Health AI
Dan's favorite book: Build (Author: Tony Fadell)
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Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi

Biosimulation for Drug Development Dec 12, 2023

Show notes

Jo Varshney is the founder and CEO of VeriSIM Life, an AI-driven bio-simulation platform that enables pharmaceutical companies to accelerate drug development. She has a PhD in Comparative Oncology and Genomics.
In this episode, we cover a range of topics including:
- State of play in AI-powered drug discovery
- Why is it so difficult to know which drug candidates to pursue?
- The founding of VeriSIM Life
- Role of AI in drug formulation
- Role of AI in drug repurposing
- Role of AI in drug-drug interaction
- How does AI help in evaluating potential toxic effects of a drug candidate?
- What should ML developers know about biochemistry? And about biochemists?
- Determing the efficacy
- De Novo drug design
- Patient stratification
- The future of AI powered drug discovery
Jo's favorite book: Built to Last (Author: Jim Collins)
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Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi

Solver Agent Dec 11, 2023

Show notes

Mark Gabel is the cofounder and CEO of Laredo Labs, where they are building an AI agent for software engineers. He was previously the Chief Scientist at Viv Labs and an assistant professor at University of Texas at Dallas.
In this episode, we cover a range of topics including:
- Current state of generative AI in software development
- Solver agent
- Characteristics of a good AI assistant
- Context awareness
- Tradeoff between ease of generation and software quality
- The role of programming languages
- Future of Generative AI in software engineering
Mark's favorite books:
- Gödel, Escher, Bach (Author: Douglas Hofstadter)
- On Food and Cooking (Author: Harold McGee)
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Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi

Multimodal Video Understanding Dec 07, 2023

Show notes

Jae Lee is the cofounder and CEO of Twelve Labs, where they are building video understanding infrastructure to help developers build programs that can see, hear, and understand the world. He was previously the Lead Data Scientist at the Ministry of National Defense in South Korea. He has a bachelors in computer science from UC Berkeley.
In this episode, we cover a range of topics including:
- What is multimodal video understanding
- State of play in multimodal video
- The founding of Twelve Labs
- The launch of Pegasus-1
- Four core principles: Efficient Long-form Video Processing, Multimodal Understanding, Video-native Embeddings, Deep Alignment between Video and Language Embeddings
- Differences between multimodal vs traditional video analysis
- In what ways can malicious actors misuse this technology?
- The future of multimodal video understanding
Jae's favorite books:
- Deep Learning (Authors: Ian Goodfellow, Yoshua Bengio, Aaron Courville)
- The Giving Tree (Author: Shel Silverstein)
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Where to find Prateek Joshi:
Newsletter: https://prateekjoshi.substack.com
Website: https://prateekj.com
LinkedIn: https://www.linkedin.com/in/prateek-joshi-91047b19
Twitter: https://twitter.com/prateekvjoshi

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