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    Technology

    Training Data

    Join us as we train our neural nets on the theme of the century: AI. Sonya Huang, Pat Grady and more Sequoia Capital partners host conversations with leading AI builders and researchers to ask critical questions and develop a deeper understanding of the evolving technologies—and their implications for technology, business and society.

    The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an interest in any investment fund.

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    Latest Episodes:
    OpenAI Researcher Dan Roberts on What Physics Can Teach Us About AI Oct 22, 2024
    Show notes

    In recent years there’s been an influx of theoretical physicists into the leading AI labs. Do they have unique capabilities suited to studying large models or is it just herd behavior? To find out, we talked to our former AI Fellow (and now OpenAI researcher) Dan Roberts.


    Roberts, co-author of The Principles of Deep Learning Theory, is at the forefront of research that applies the tools of theoretical physics to another type of large complex system, deep neural networks. Dan believes that DLLs, and eventually LLMs, are interpretable in the same way a large collection of atoms is—at the system level. He also thinks that emphasis on scaling laws will balance with new ideas and architectures over time as scaling asymptotes economically.


    Hosted by: Sonya Huang and Pat Grady, Sequoia Capital


    Mentioned in this episode:

    • The Principles of Deep Learning Theory: An Effective Theory Approach to Understanding Neural Networks, by Daniel A. Roberts, Sho Yaida, Boris Hanin
    • Black Holes and the Intelligence Explosion: Extreme scenarios of AI focus on what is logically possible rather than what is physically possible. What does physics have to say about AI risk?
    • Yang-Mills & The Mass Gap: An unsolved Millennium Prize problem

    AI Math Olympiad: Dan is on the prize committee


    Google NotebookLM’s Raiza Martin and Jason Spielman on Creating Delightful AI Podcast Hosts and the Potential for Source-Grounded AI Oct 15, 2024
    Show notes

    NotebookLM from Google Labs has become the breakout viral AI product of the year. The feature that catapulted it to viral fame is Audio Overview, which generates eerily realistic two-host podcast audio from any input you upload—written doc, audio or video file, or even a PDF. But to describe NotebookLM as a “podcast generator” is to vastly undersell it. The real magic of the product is in offering multi-modal dimensions to explore your own content in new ways—with context that’s surprisingly additive. 200-page training manuals become synthesized into digestible chapters, turned into a 10-minute podcast—or both—and shared with the sales team, just to cite one example. Raiza Martin and Jason Speilman join us to discuss how the magic happens, and what’s next for source-grounded AI.


    Hosted by: Sonya Huang and Pat Grady, Sequoia Capital



    Snowflake CEO Sridhar Ramaswamy on Using Data to Create Simple, Reliable AI for Businesses Oct 08, 2024
    Show notes

    All of us as consumers have felt the magic of ChatGPT—but also the occasional errors and hallucinations that make off-the-shelf language models problematic for business use cases with no tolerance for errors. Case in point: A model deployed to help create a summary for this episode stated that Sridhar Ramaswamy previously led PyTorch at Meta. He did not. He spent years running Google’s ads business and now serves as CEO of Snowflake, which he describes as the data cloud for the AI era.


    Ramaswamy discusses how smart systems design helped Snowflake create reliable "talk-to-your-data" applications with over 90% accuracy, compared to around 45% for out-of-the-box solutions using off the shelf LLMs. He describes Snowflake's commitment to making reliable AI simple for their customers, turning complex software engineering projects into straightforward tasks.


    Finally, he stresses that even as frontier models progress, there is significant value to be unlocked from current models by applying them more effectively across various domains.


    Hosted by: Sonya Huang and Pat Grady, Sequoia Capital



    Mentioned in this episode:

    Cortex Analyst: Snowflake’s talk-to-your-data API

    Document AI: Snowflake feature that extracts in structured information from documents


    OpenAI's Noam Brown, Ilge Akkaya and Hunter Lightman on o1 and Teaching LLMs to Reason Better Oct 02, 2024
    Show notes

    Combining LLMs with AlphaGo-style deep reinforcement learning has been a holy grail for many leading AI labs, and with o1 (aka Strawberry) we are seeing the most general merging of the two modes to date. o1 is admittedly better at math than essay writing, but it has already achieved SOTA on a number of math, coding and reasoning benchmarks.

    Deep RL legend and now OpenAI researcher Noam Brown and teammates Ilge Akkaya and Hunter Lightman discuss the ah-ha moments on the way to the release of o1, how it uses chains of thought and backtracking to think through problems, the discovery of strong test-time compute scaling laws and what to expect as the model gets better.

    Hosted by: Sonya Huang and Pat Grady, Sequoia Capital

    Mentioned in this episode:

    • Learning to Reason with LLMs: Technical report accompanying the launch of OpenAI o1.
    • Generator verifier gap: Concept Noam explains in terms of what kinds of problems benefit from more inference-time compute.
    • Agent57: Outperforming the human Atari benchmark, 2020 paper where DeepMind demonstrated “the first deep reinforcement learning agent to obtain a score that is above the human baseline on all 57 Atari 2600 games.”
    • Move 37: Pivotal move in AlphaGo’s second game against Lee Sedol where it made a move so surprising that Sedol thought it must be a mistake, and only later discovered he had lost the game to a superhuman move.
    • IOI competition: OpenAI entered o1 into the International Olympiad in Informatics and received a Silver Medal.
    • System 1, System 2: The thesis if Danial Khaneman’s pivotal book of behavioral economics, Thinking, Fast and Slow, that positied two distinct modes of thought, with System 1 being fast and instinctive and System 2 being slow and rational.
    • AlphaZero: The predecessor to AlphaGo which learned a variety of games completely from scratch through self-play. Interestingly, self-play doesn’t seem to have a role in o1.
    • Solving Rubik’s Cube with a robot hand: Early OpenAI robotics paper that Ilge Akkaya worked on.
    • The Last Question: Science fiction story by Isaac Asimov with interesting parallels to scaling inference-time compute.
    • Strawberry: Why?
    • O1-mini: A smaller, more efficient version of 1 for applications that require reasoning without broad world knowledge.


    00:00 - Introduction

    01:33 - Conviction in o1

    04:24 - How o1 works

    05:04 - What is reasoning?

    07:02 - Lessons from gameplay

    09:14 - Generation vs verification

    10:31 - What is surprising about o1 so far

    11:37 - The trough of disillusionment

    14:03 - Applying deep RL

    14:45 - o1’s AlphaGo moment?

    17:38 - A-ha moments

    21:10 - Why is o1 good at STEM?

    24:10 - Capabilities vs usefulness

    25:29 - Defining AGI

    26:13 - The importance of reasoning

    28:39 - Chain of thought

    30:41 - Implication of inference-time scaling laws

    35:10 - Bottlenecks to scaling test-time compute

    38:46 - Biggest misunderstanding about o1?

    41:13 - o1-mini

    42:15 - How should founders think about o1?


    Why Vlad Tenev and Tudor Achim of Harmonic Think AI Is About to Change Math—and Why It Matters Sep 24, 2024
    Show notes

    Adding code to LLM training data is a known method of improving a model’s reasoning skills. But wouldn’t math, the basis of all reasoning, be even better? Up until recently, there just wasn’t enough usable data that describes mathematics to make this feasible.

    A few years ago, Vlad Tenev (also founder of Robinhood) and Tudor Achim noticed the rise of the community around an esoteric programming language called Lean that was gaining traction among mathematicians. The combination of that and the past decade’s rise of autoregressive models capable of fast, flexible learning made them think the time was now and they founded Harmonic. Their mission is both lofty—mathematical superintelligence—and imminently practical, verifying all safety-critical software.

    Hosted by: Sonya Huang and Pat Grady, Sequoia Capital

    Mentioned in this episode:

    • IMO and the Millennium Prize: Two significant global competitions Harmonic hopes to win (soon)
    • Riemann hypothesis: One of the most difficult unsolved math conjectures (and a Millenium Prize problem) most recently in the sights of MIT mathematician Larry Guth
    • Terry Tao: perhaps the greatest living mathematician and Vlad’s professor at UCLA
    • Lean: an open source functional language for code verification launched by Leonardo de Moura when at Microsoft Research in 2013 that powers the Lean Theorem Prover
    • mathlib: the largest math textbook in the world, all written in Lean
    • Metaculus: online prediction platform that tracks and scores thousands of forecasters
    • Minecraft Beaten in 20 Seconds: The video Vlad references as an analogy to AI math
    • Navier-Stokes equations: another important Millenium Prize math problem. Vlad considers this more tractable that Riemann
    • John von Neumann: Hungarian mathematician and polymath that made foundational contributions to computing, the Manhattan Project and game theory
    • Gottfried Wilhelm Leibniz: co-inventor of calculus and (remarkably) creator of the “universal characteristic,” a system for reasoning through a language of symbols and calculations—anticipating Lean and Harmonic by 350 years!


    00:00 - Introduction

    01:42 - Math is reasoning

    06:16 - Studying with the world's greatest living mathematician

    10:18 - What does the math community think of AI math?

    15:11 - Recursive self-improvement

    18:31 - What is Lean?

    21:05 - Why now?

    22:46 - Synthetic data is the fuel for the model

    27:29 - How fast will your model get better?

    29:45 - Exploring the frontiers of human knowledge

    34:11 - Lightning round


    Jim Fan on Nvidia’s Embodied AI Lab and Jensen Huang’s Prediction that All Robots will be Autonomous Sep 17, 2024
    Show notes

    AI researcher Jim Fan has had a charmed career. He was OpenAI’s first intern before he did his PhD at Stanford with “godmother of AI,” Fei-Fei Li. He graduated into a research scientist position at Nvidia and now leads its Embodied AI “GEAR” group. The lab’s current work spans foundation models for humanoid robots to agents for virtual worlds.

    Jim describes a three-pronged data strategy for robotics, combining internet-scale data, simulation data and real world robot data. He believes that in the next few years it will be possible to create a “foundation agent” that can generalize across skills, embodiments and realities—both physical and virtual. He also supports Jensen Huang’s idea that “Everything that moves will eventually be autonomous.”

    Hosted by: Stephanie Zhan and Sonya Huang, Sequoia Capital

    Mentioned in this episode:

    • World of Bits: Early OpenAI project Jim worked on as an intern with Andrej Karpathy. Part of a bigger initiative called Universe
    • Fei-Fei Li: Jim’s PhD advisor at Stanford who founded the ImageNet project in 2010 that revolutionized the field of visual recognition, led the Stanford Vision Lab and just launched her own AI startup, World Labs
    • Project GR00T: Nvidia’s “moonshot effort” at a robotic foundation model, premiered at this year’s GTC
    • Thinking Fast and Slow: Influential book by Daniel Kahneman that popularized some of his teaching from behavioral economics
    • Jetson Orin chip: The dedicated series of edge computing chips Nvidia is developing to power Project GR00T
    • Eureka: Project by Jim’s team that trained a five finger robot hand to do pen spinning
    • MineDojo: A project Jim did when he first got to Nvidia that developed a platform for general purpose agents in the game of Minecraft. Won NeurIPS 2022 Outstanding Paper Award
    • ADI: artificial dog intelligence
    • Mamba: Selective State Space Models, an alternative architecture to Transformers that Jim is interested in (original paper here)


    00:00 Introduction

    01:35 Jim’s journey to embodied intelligence

    04:53 The GEAR Group

    07:32 Three kinds of data for robotics

    10:32 A GPT-3 moment for robotics

    16:05 Choosing the humanoid robot form factor

    19:37 Specialized generalists

    21:59 GR00T gets its own chip

    23:35 Eureka and Issac Sim

    25:23 Why now for robotics?

    28:53 Exploring virtual worlds

    36:28 Implications for games

    39:13 Is the virtual world in service of the physical world?

    42:10 Alternative architectures to Transformers

    44:15 Lightning round


    Founder Eric Steinberger on Magic’s Counterintuitive Approach to Pursuing AGI Sep 10, 2024
    Show notes

    There’s a new archetype in Silicon Valley, the AI researcher turned founder. Instead of tinkering in a garage they write papers that earn them the right to collaborate with cutting-edge labs until they break out and start their own.


    This is the story of wunderkind Eric Steinberger, the founder and CEO of Magic.dev. Eric came to programming through his obsession with AI and caught the attention of DeepMind researchers as a high school student. In 2022 he realized that AGI was closer than he had previously thought and started Magic to automate the software engineering necessary to get there. Among his counterintuitive ideas are the need to train proprietary large models, that value will not accrue in the application layer and that the best agents will manage themselves. Eric also talks about Magic’s recent 100M token context window model and the HashHop eval they’re open sourcing.


    Hosted by: Sonya Huang, Sequoia Capital


    Mentioned in this episode:

    • David Silver: DeepMind researcher that led the AlphaGo team
    • Johannes Heinrich: a PhD student of Silver’s and DeepMind researcher who mentored Eric as a highschooler
    • Reinforcement Learning from Self-Play in Imperfect-Information Games: Johannes’s dissertation that inspired Eric
    • Noam Brown: DeepMind, Meta and now OpenAI reinforcement learning researcher who eventually collaborated with Eric and brought him to FAIR
    • ClimateScience: NGO that Eric co-founded in 2019 while a university student
    • Noam Shazeer: One of the original Transformers researchers at Google and founder of Charater.ai
    • DeepStack: Expert-Level Artificial Intelligence in Heads-Up No-Limit Poker: the first AI paper Eric ever tried to deeply understand
    • LTM-2-mini: Magic’s first 100M token context model, build using the HashHop eval (now available open source)


    00:00 - Introduction

    01:39 - Vienna-born wunderkind

    04:56 - Working with Noam Brown

    8:00 - “I can do two things. I cannot do three.”

    10:37 - AGI to-do list

    13:27 - Advice for young researchers

    20:35 - Reading every paper voraciously

    23:06 - The army of Noams

    26:46 - The leaps still needed in research

    29:59 - What is Magic?

    36:12 - Competing against the 800-pound gorillas

    38:21 - Ideal team size for researchers

    40:10 - AI that feels like a colleague

    44:30 - Lightning round

    47:50 - Bonus round: 200M token context announcement


    Crucible Moments Returns for S2: The ServiceNow Story ft. CEO Frank Slootman & Founder Fred Luddy Sep 03, 2024
    Show notes

    On Training Data, we learn from innovators pushing forward the frontier of AI’s capabilities. Today we’re bringing you something different. It’s the story of a company currently implementing AI at scale in the enterprise, and how it was built from a bootstrapped idea in the pre-AI era to a 150 billion dollar market cap giant.


    It’s the Season 2 premiere of Sequoia’s other podcast, Crucible Moments, where we hear from the founders and leaders of some legendary companies about the crossroads and inflection points that shaped their journeys. In this episode, you’ll hear from Fred Luddy and Frank Slootman about building and scaling ServiceNow. Listen to Crucible Moments wherever you get your podcasts or go to:

    Spotify: https://open.spotify.com/show/40bWCUSan0boCn0GZJNpPn

    Apple: https://podcasts.apple.com/us/podcast/crucible-moments/id1705282398


    Hosted by: Roelof Botha, Sequoia Capital

    Transcript: https://www.sequoiacap.com/podcast/crucible-moments-servicenow/


    Sierra Co-Founder Clay Bavor on Making Customer-Facing AI Agents Delightful Aug 27, 2024
    Show notes

    Customer service is hands down the first killer app of generative AI for businesses. The reasons are simple: the costs of existing solutions are so high, the satisfaction so low and the margin for ROI so wide. But trusting your interactions with customers to hallucination-prone LLMs can be daunting.

    Enter Sierra. Co-founder Clay Bavor walks us through the sophisticated engineering challenges his team solved along the way to delivering AI agents for all aspects of the customer experience that are delightful, safe and reliable—and being deployed widely by Sierra’s customers. The Company’s AgentOS enables businesses to create branded AI agents to interact with customers, follow nuanced policies and even handle customer retention and upsell. Clay describes how companies can capture their brand voice, values and internal processes to create AI agents that truly represent the business.

    Hosted by: Ravi Gupta and Pat Grady, Sequoia Capital


    Mentioned in this episode:

    • Bret Taylor: co-founder of Sierra
    • Towards a Human-like Open-Domain Chatbot: 2020 Google paper that introduced Meena, a predecessor of ChatGPT (followed by LaMDA in 2021)
    • PaLM: Scaling Language Modeling with Pathways: 2022 Google paper about their unreleased 540B parameter transformer model (GPT-3, at the time, had 175B)
    • Avocado chair: Images generated by OpenAI’s DALL·E model in 2022
    • Large Language Models Understand and Can be Enhanced by Emotional Stimuli: 2023 Microsoft paper on how models like GPT-4 can be manipulated into providing better results
    • 𝛕-bench: A Benchmark for Tool-Agent-User Interaction in Real-World Domains: 2024 paper authored by Sierra research team, led by Karthik Narasimhan (co-author of the 2022 ReACT paper and the 2023 Reflexion paper)


    00:00:00 Introduction

    00:01:21 Clay’s background

    00:03:20 Google before the ChatGPT moment

    00:07:31 What is Sierra?

    00:12:03 What’s possible now that wasn’t possible 18 months ago?

    00:17:11 AgentOS

    00:23:45 The solution to many problems with AI is more AI

    00:28:37 𝛕-bench

    00:33:19 Engineering task vs research task

    00:37:27 What tasks can you trust an agent with now?

    00:43:21 What metrics will move?

    00:46:22 The reality of deploying AI to customers today

    00:53:33 The experience manager

    01:03:54 Outcome-based pricing

    01:05:55 Lightning Round


    Phaidra’s Jim Gao on Building the Fourth Industrial Revolution with Reinforcement Learning Aug 20, 2024
    Show notes

    After AlphaGo beat Lee Sedol, a young mechanical engineer at Google thought of another game reinforcement learning could win: energy optimization at data centers. Jim Gao convinced his bosses at the Google data center team to let him work with the DeepMind team to try. The initial pilot resulted in a 40% energy savings and led he and his co-founders to start Phaidra to turn this technology into a product.


    Jim discusses the challenges of AI readiness in industrial settings and how we have to build on top of the control systems of the 70s and 80s to achieve the promise of the Fourth Industrial Revolution. He believes this new world of self-learning systems and self-improving infrastructure is a key factor in addressing global climate change.


    Hosted by: Sonya Huang and Pat Grady, Sequoia Capital


    Mentioned in this episode:

    • Mustafa Suleyman: Co-founder of DeepMind and Inflection AI and currently CEO of Microsoft AI, known to his friends as “Moose”
    • Joe Kava: Google VP of data centers who Jim sent his initial email to pitching the idea that would eventually become Phaidra
    • Constrained optimization: the class of problem that reinforcement learning can be applied to in real world systems
    • Vedavyas Panneershelvam: co-founder and CTO of Phaidra; one of the original engineers on the AlphaGo project
    • Katie Hoffman: co-founder, President and COO of Phaidra
    • Demis Hassabis: CEO of DeepMind

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