The Winds of AI Winter (Q2 Four Wars of the AI Stack Recap)
Thank you for 1m downloads of the podcast and 2m readers of the Substack! ๐
This is the audio discussion following The Winds of AI Winter essay that also serves as a recap of Q2 2024 in AI viewed through the lens of our Four Wars framework. Enjoy!
00:00:00 Intro Song by Suno.ai
00:02:01 Swyx and Alessio in Singapore
00:05:49 GPU Rich vs Poors: Frontier Labs
00:06:35 GPU Rich Frontier Models: Claude 3.5
00:10:37 GPU Rich helping Poors: Llama 3.1: The Synthetic Data Model
00:15:41 GPU Rich helping Poors: Frontier Labs Vibe Shift - Phi 3, Gemma 2
00:18:26 GPU Rich: Mistral Large
00:21:56 GPU Rโฆ
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Chapters (25)
Intro Song by Suno.ai
2:01
Swyx and Alessio in Singapore
5:49
GPU Rich vs Poors: Frontier Labs
6:35
GPU Rich Frontier Models: Claude 3.5
10:37
GPU Rich helping Poors: Llama 3.1: The Synthetic Data Model
15:41
GPU Rich helping Poors: Frontier Labs Vibe Shift - Phi 3, Gemma 2
18:26
GPU Rich: Mistral Large
21:56
GPU Rich: Nvidia + FlashAttention 3
23:45
GPU Rich helping Poors: Noam Shazeer & Character.AI
28:14
GPU Poors: On Device LLMs: Mozilla Llamafile, Chrome (Gemini Nano), Apple Intell
35:33
Quality Data Wars: NYT vs The Atlantic lawyer up vs partner up
37:41
Quality Data Wars: Reddit, ScarJo, RIAA vs Udio & Suno
41:03
Quality Data Wars: Synthetic Data, Jagged Intelligence, AlphaProof
45:33
Multimodality War: ChatGPT Voice Mode, OpenAI demo at AIEWF
47:34
Multimodality War: Meta Llama 3 multimodality + Chameleon
50:54
Multimodality War: PaliGemma + CoPaliGemma
52:55
Renaming Rag/Ops War to LLM OS War
55:31
LLM OS War: Ops War: Prompt Management vs Gateway vs Observability
1:02:57
LLM OS War: BM42 Vector DB Wars, Memory Databases, GraphRAG
1:06:15
LLM OS War: Agent Tooling
1:08:26
LLM OS War: Agent Protocols
1:10:43
Trend: Commoditization of Intelligence
1:16:45
Trend: Vertical Service as Software, AI Employees, Brightwave, Dropzone
1:20:44
Trend: Benchmark Frontiers after MMLU
1:23:31
Crowdstrike will save us from Skynet
Playlist
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![[LLM Paper Club] Llama 3.1 Paper: The Llama Family of Models](https://i.ytimg.com/vi/TgLSYIBoX5U/mqdefault.jpg)
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![[Paper Club] Writing in the Margins: Chunked Prefill KV Caching for Long Context Retrieval](https://i.ytimg.com/vi/VHwrhL_MSV4/mqdefault.jpg)
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Ep 18: Petaflops to the People โ with George Hotz of tinycorp
Latent Space
FlashAttention-2: Making Transformers 800% faster AND exact
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RWKV: Reinventing RNNs for the Transformer Era
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Generating your AI Media Empire - with Youssef Rizk of Wondercraft.ai
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RAG is a hack - with Jerry Liu of LlamaIndex
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The End of Finetuning โ with Jeremy Howard of Fast.ai
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Why AI Agents Don't Work (yet) - with Kanjun Qiu of Imbue
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Powering your Copilot for Data - with Artem Keydunov from Cube.dev
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Beating GPT-4 with Open Source Models - with Michael Royzen of Phind
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The State of Silicon and the GPU Poors - with Dylan Patel of SemiAnalysis
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The "Normsky" architecture for AI coding agents โ with Beyang Liu + Steve Yegge of SourceGraph
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The AI-First Graphics Editor - with Suhail Doshi of Playground AI
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The Accidental AI Canvas - with Steve Ruiz of tldraw
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The Origin and Future of RLHF: the secret ingredient for ChatGPT - with Nathan Lambert
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The Four Wars of the AI Stack - Dec 2023 Recap
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The State of AI in production โ with David Hsu of Retool
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Building an open AI company - with Ce and Vipul of Together AI
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Truly Serverless Infra for AI Engineers - with Erik Bernhardsson of Modal
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A Brief History of the Open Source AI Hacker - with Ben Firshman of Replicate
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Open Source AI is AI we can Trust โ with Soumith Chintala of Meta AI
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Making Transformers Sing - with Mikey Shulman of Suno
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A Comprehensive Overview of Large Language Models - Latent Space Paper Club
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Why Google failed to make GPT-3 -- with David Luan of Adept
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Personal AI Meetup - Bee, BasedHardware, LangChain LangFriend, Deepgram EmilyAI
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Supervise the Process of AI Research โ with Jungwon Byun and Andreas Stuhlmรผller of Elicit
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Breaking down the OG GPT Paper by Alec Radford
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High Agency Pydantic over VC Backed Frameworks โ with Jason Liu of Instructor
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This World Does Not Exist โ Joscha Bach, Karan Malhotra, Rob Haisfield (WorldSim, WebSim, Liquid AI)
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LLM Asia Paper Club Survey Round
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How to train a Million Context LLM โ with Mark Huang of Gradient.ai
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How AI is Eating Finance - with Mike Conover of Brightwave
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How To Hire AI Engineers (ft. James Brady and Adam Wiggins of Elicit)
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State of the Art: Training 70B LLMs on 10,000 H100 clusters
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The 10,000x Yolo Researcher Metagame โ with Yi Tay of Reka
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Training Llama 2, 3 & 4: The Path to Open Source AGI โ with Thomas Scialom of Meta AI
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[LLM Paper Club] Llama 3.1 Paper: The Llama Family of Models
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Synthetic data + tool use for LLM improvements ๐ฆ
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RLHF vs SFT to break out of local maxima ๐
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The Winds of AI Winter (Q2 Four Wars of the AI Stack Recap)
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Segment Anything 2: Memory + Vision = Object Permanence โ with Nikhila Ravi and Joseph Nelson
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Answer.ai & AI Magic with Jeremy Howard
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Is finetuning GPT4o worth it?
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Personal benchmarks vs HumanEval - with Nicholas Carlini of DeepMind
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Building AGI with OpenAI's Structured Outputs API
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Q* for model distillation ๐
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Finetuning LoRAs on BILLIONS of tokens ๐ค
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Cursor UX team is CRACKED ๐ป
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Choosing the BEST OpenAI model ๐
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How will OpenAI voice mode change API design?
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Ephemeral software FOR YOU ๐ป
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STEALING OpenAI models data ๐ฅท
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Models can do MORE than what you ask for ๐ค
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[Paper Club] ๐ On Reasoning: Q-STaR and Friends!
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[Paper Club] Writing in the Margins: Chunked Prefill KV Caching for Long Context Retrieval
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The Ultimate Guide to Prompting - with Sander Schulhoff from LearnPrompting.org
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llm.c's Origin and the Future of LLM Compilers - Andrej Karpathy at CUDA MODE
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Prompt Engineer is NOT a job ๐
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Prompt Mining LLMs for better prompts โ๏ธ
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The six pillars of few-shot prompting ๐ง
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Language Agents: From Reasoning to Acting โ with Shunyu Yao of OpenAI, Harrison Chase of LangGraph
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DeepCamp AI