5,153 karma · joined March 27, 2020
It really is hard to see AI improving the trial process meaningfully. We are more likely to see progress with better trial design and regulatory regimes.
And nothing I've said here is an original thought or piece of insight.
A glut of models doesn't mean there is no moat. There are several dimensions on which to compete, and it might turn out that being able to produce models that optimize on different dimensions is a difficult and valuable thing to do. It also might not, but the "there is obviously no moat" only comes from people who don't use these things systematically.
Just because something might be not great in aggregate, it doesn't mean any single IPO is a bad idea. Some people have insight into the future of a specific industry/business. If you can pick one, good for you.
The number might be too high, but doesn't take more than a little imagination and some basic facts about the world to see how it could be worth 20 trillion in 10 years.
How do you think people learn to build/train models? It comes down from the sky?
Yes, it can get expensive. We do something in financial markets where the cost of a single end to end task could be $100. That doesn't mean cost doesn't matter though, it matters a lot - if we screw up and it propagates, it's money down the toilet. And if we could get the task down to $20, it would make a difference.
I'd say in general, with respect to errors/low quality responses etc you have to be extremely clear about what you are doing because once you get into the weeds, what is and is not an error is very grey in many cases.
However, if you made half the copper disappear, you'd have a big problem.
Robotics isn't really a coherent grouping. Some things that would be termed "robotics" are already "solved", other things aren't even close and need actuating and sensing capabilities that are miles off or so cost prohibitive that it doesn't make any sense.
All I'm saying is the math advances of late really hasn't changed much outside of math as far as AI is concerned.
Math proofs are right in the sweet spot for training LLMs with RLVR. It isn't some general "LLMs are getting insanely smart!". Even most software development itself is miles away from being as well suited to training as math proofs are.
The majority of math research is akin to professional chess. Completely useless and the folks doing it are using their giant brains to play a game that no one outside themselves benefits from.