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In episode 104 of The Gradient Podcast, Daniel Bashir speaks to Nathan Benaich. Nathan is Founder and General Partner at Air Street Capital, a VC firm focused on investing in AI-first technology and life sciences companies. Nathan runs a number of communities focused on AI including the Research and Applied AI Summit and leads Spinout.fyi to improve the creation of university spinouts. Nathan co-authors the State of AI Report. Have suggestions for future podcast guests (or other feedback)? Let us know here or reach us at editor@thegradient.pub Subscribe to The Gradient Podcast: Apple Podcasts | Spotify | Pocket Casts | RSSFollow The Gradient on Twitter Outline: * (00:00) Intro * (02:00) Updates in Nathan World — Air Street’s second fund, spinouts, * (07:30) Events: Research and Applied AI Summit, State of AI Report launches * (09:50) The State of AI: main messages, the increasing role of subject matter experts * Research * (14:13) Open and closed-source * (17:55) Benchmarking and evaluation, small/large models and industry verticals * (21:10) “Vibes” in LLM evaluation * (24:00) Codegen models, personalized AI, curriculum learning * (26:20) The exhaustion of human-generated data, lukewarm content, synthetic data * (29:50) Opportunities for AI applications in the natural sciences * (35:15) Reinforcement Learning from Human Feedback and alternatives * (38:30) Industry * (39:00) ChatGPT and productivity * (42:37) General app wars, ChatGPT competitors * (45:50) Compute—demand, supply, competition * (50:55) Export controls and geopolitics * (54:45) Startup funding and compute spend * (59:15) Politics * (59:40) Calls for regulation, regulatory divergence * (1:04:40) AI safety * (1:07:30) Nathan’s perspective on regulatory approaches * (1:12:30) The UK’s early access to frontier models, standards setting, regulation difficulties * (1:17:20) Jailbreaking, constitutional AI, robustness * (1:20:50) Predictions! * (1:25:00) Generative AI misuse in elections and politics (and, this prediction coming true in Bangladesh) * (1:26:50) Progress on AI governance * (1:30:30) European dynamism * (1:35:08) Outro Links: * Nathan’s homepage and Twitter * The 2023 State of AI Report * Bringing Dynamism to European Defense * A prediction coming true: How AI is disrupting Bangladesh’s election * Air Street Capital is hiring a full-time Community Lead!
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