Your startup intuitions were trained on a world that no longer exists.

Steven Sinofsky and Martin Casado have watched computing flip from an engineering-bound field to a capital-bound industry. Twenty people can now put a billion dollars to work productively, AI solves the distribution problem that kept startups small, and challengers sit on a level playing field with Microsoft and Meta for the first time.

With Erik Torenberg, they get into why some mathematicians are cheering on their own automation, every AI panic that already happened in past eras of computing, and why nobody can predict the capabilities of a model built with $20 billion.

00:55 Why mathematicians love being automated
02:45 Is AI math worth any money?
08:50 The first proof humans couldn't check
14:35 Computing before electricity
19:50 How IBM explained computers in 1953
26:00 The failed computer that birthed the web
27:50 When Harvard banned computers from exams
30:20 Is AI just another abstraction layer?
38:15 When 20 people can spend $1B productively
42:50 The zero-sum VC myth
46:25 Disruption is physics, not business school
53:25 The chip Intel called a printer part
55:05 What a $20B model can do
59:45 What Martin got wrong about AI risk

YouTube: https://www.youtube.com/watch?v=GHPB1MwlKU0

@stevesi @martin_casado @eriktorenberg

Your startup intuitions were trained on a world that no longer exists.

Steven Sinofsky and Martin Casado have watched computing flip from an engineering-bound field to a capital-bound industry. Twenty people can now put a billion dollars to work productively, AI solves the distribution problem that kept startups small, and challengers sit on a level playing field with Microsoft and Meta for the first time.

With Erik Torenberg, they get into why some mathematicians are cheering on their own automation, every AI panic that already happened in past eras of computing, and why nobody can predict the capabilities of a model built with $20 billion.

00:55 Why mathematicians love being automated
02:45 Is AI math worth any money?
08:50 The first proof humans couldn't check
14:35 Computing before electricity
19:50 How IBM explained computers in 1953
26:00 The failed computer that birthed the web
27:50 When Harvard banned computers from exams
30:20 Is AI just another abstraction layer?
38:15 When 20 people can spend $1B productively
42:50 The zero-sum VC myth
46:25 Disruption is physics, not business school
53:25 The chip Intel called a printer part
55:05 What a $20B model can do
59:45 What Martin got wrong about AI risk

YouTube: https://www.youtube.com/watch?v=GHPB1MwlKU0

@stevesi @martin_casado @eriktorenberg

Source:https://twitter.com/a16z/status/2092279892578812223