20VC: Why All AI Companies Are Under-Valued | The Future of Foundation Models: Scaling Laws, Generalised vs Specialised, Commoditised? | From Unable to Afford Rent to Raising $130M From Index and Peter Thiel with George Sivulka @ Hebbia
Description
George Sivulka is the founder and CEO of Hebbia, is one of the fastest-growing gen AI companies and they recently raised a $130M series B. Investors include the company include hailed names such as a16z, Peter Thiel, Index, GV and others.
In Today’s Episode with George Sivulka We Discuss:
04:47 Three Traits The Best Founders All Share?
08:11 How Cold Calling NASA Changed My Life
12:01 From Stealing Food From Stanford to Pitching Peter Thiel
17:22 Lessons working with Peter Thiel
26:39 The Future of AI and Business Applications
33:03 The Future of Employment with AI
33:45 Debunking the Myths of AI Job Displacement
35:09 The Future of Models: Many specialised or few generalised?
35:56 Scaling at Inference: A New Frontier
38:10 The Impact of Scaling Laws on Foundation Models
40:40 The Future of AI and Enterprise Value
43:43 The Geopolitical Influence on AI
45:03 The Commoditization of AI Models
47:47 Why Foundation Models Will Not Follow the Same Path of Cloud
52:53 Why All Companies, Both AI and Non-AI Are Undervalued
United States
