Wind and solar are being adopted with amazing speed. Nonetheless, I don't see them allowing electrification of industries like steel that require massive power and 7x24 operation by 2034. What technologies are promising for steel? How can their R&D be financed?
Hi. Hope this is a suitable question for you… I wondered what your thoughts are on developing vertical industry specific LLMs, as opposed to leveraging the more generalist ones? Is the time, effort, cost and effectiveness worth it? Especially given how fast this area is evolving. Thanks!
You mentioned that you're interested in investing in foundation models. Can you share a little more around where you're largely concentrated in your investment specifics within the exponential landscape, and also speak a little about how/whether you plan to structure a fund, and how your subscriber community may be able to participate either via SPV or as an LP?
I was wondering if you can address the future of AI research. It is interesting that the most prolific AI companies are those with deep capital and US Government support, meaning Microsoft/OpenAI and Google. (x.AI might also be included in the list given Musk's involvement.) Although Google does not try to create hype around its most advanced creation the way OpenAI does, Anthropic is sleeping by comparison since releasing Sonnet 3.5. I suspect this is a function of compute availability and funding to keep the power and research staff going. As a result of other opportunities or protest, many top AI researchers have left these companies for others. What is the potential impact of these smaller companies to be able to disrupt these research hyperscalers given their deep resources? What is the potential of seeing revolutionary AGI/ASI/safety research coming from somewhere else? Thanks! Love it here!
What is your take on the UK government's announcement of £22bn funding (though over 25 years...) for Carbon Capture and Storage projects? More generally, how do you view CCS in your analysis of the transition to energy being treated as a technology?
Thanks Azeem for answering my question on the de central energy cooperative time frame . Great experience with the live session!
Wind and solar are being adopted with amazing speed. Nonetheless, I don't see them allowing electrification of industries like steel that require massive power and 7x24 operation by 2034. What technologies are promising for steel? How can their R&D be financed?
Hi. Hope this is a suitable question for you… I wondered what your thoughts are on developing vertical industry specific LLMs, as opposed to leveraging the more generalist ones? Is the time, effort, cost and effectiveness worth it? Especially given how fast this area is evolving. Thanks!
Loved what I managed to catch - unfortunately train wifi /4g wasn’t up to it - is there a recording - or is it a one time only.
You mentioned that you're interested in investing in foundation models. Can you share a little more around where you're largely concentrated in your investment specifics within the exponential landscape, and also speak a little about how/whether you plan to structure a fund, and how your subscriber community may be able to participate either via SPV or as an LP?
That’s a great question! We’ll get to it in the next AMA
I was wondering if you can address the future of AI research. It is interesting that the most prolific AI companies are those with deep capital and US Government support, meaning Microsoft/OpenAI and Google. (x.AI might also be included in the list given Musk's involvement.) Although Google does not try to create hype around its most advanced creation the way OpenAI does, Anthropic is sleeping by comparison since releasing Sonnet 3.5. I suspect this is a function of compute availability and funding to keep the power and research staff going. As a result of other opportunities or protest, many top AI researchers have left these companies for others. What is the potential impact of these smaller companies to be able to disrupt these research hyperscalers given their deep resources? What is the potential of seeing revolutionary AGI/ASI/safety research coming from somewhere else? Thanks! Love it here!
What sort of AI initiatives are you seeing getting traction in enterprise and which ones are currently getting stuck (and why?)
Regret can't join you today but I hope you host another session again!
This will be recorded so you can still ask your question and I'll get to it regardless!
What is your take on the UK government's announcement of £22bn funding (though over 25 years...) for Carbon Capture and Storage projects? More generally, how do you view CCS in your analysis of the transition to energy being treated as a technology?