WEBVTT 1 00:00:00.208 --> 00:00:01.042 - Vlad, welcome. 2 00:00:01.042 --> 00:00:03.545 Now that Gen AI is so accessible, 3 00:00:03.545 --> 00:00:05.505 does that change the way that CEOs are thinking 4 00:00:05.505 --> 00:00:07.841 about leveraging it in their own business? 5 00:00:07.841 --> 00:00:09.050 - Yeah, I mean they're being asked 6 00:00:09.050 --> 00:00:10.301 about it all the time, right, 7 00:00:10.301 --> 00:00:12.178 from their boards and from their employees. 8 00:00:12.178 --> 00:00:14.639 Like, one of the most interesting comments 9 00:00:14.639 --> 00:00:17.142 I got from one of the questions was, 10 00:00:17.142 --> 00:00:19.686 she felt pressured by her employees who said, 11 00:00:19.686 --> 00:00:21.688 "I can use this stuff in my personal life 12 00:00:21.688 --> 00:00:24.482 and I'm not getting those tools in my hands at work. 13 00:00:24.482 --> 00:00:25.984 When are you going to change this?" 14 00:00:25.984 --> 00:00:27.736 So they're feeling the pressure. 15 00:00:27.736 --> 00:00:29.195 They're also seeing the art of the possible 16 00:00:29.195 --> 00:00:30.989 with all the latest tools and releases 17 00:00:30.989 --> 00:00:32.531 that played out over the last few months 18 00:00:32.531 --> 00:00:34.451 that everybody had access to. 19 00:00:34.451 --> 00:00:36.327 So it's for sure on top of the agenda. 20 00:00:36.327 --> 00:00:38.705 And they're all trying to figure out what their plays are. 21 00:00:38.705 --> 00:00:39.706 - Yeah, trying to figure out... 22 00:00:39.706 --> 00:00:43.126 How do CEOs balance experimentation and risk 23 00:00:43.126 --> 00:00:45.837 with productivity and competitive advantage? 24 00:00:45.837 --> 00:00:46.963 - It's all over the place. 25 00:00:46.963 --> 00:00:50.550 Your question asserts that they have all found a balance, 26 00:00:50.550 --> 00:00:52.635 and the reality is that's not the case. 27 00:00:52.635 --> 00:00:53.470 There's only few of them. 28 00:00:53.470 --> 00:00:54.971 And the ones that do find the balance are 29 00:00:54.971 --> 00:00:57.015 the ones that are curious, 30 00:00:57.015 --> 00:01:00.518 and they're seeing it as a potential benefit and a tool 31 00:01:00.518 --> 00:01:01.728 usually through the companies 32 00:01:01.728 --> 00:01:03.396 that are more of a growth mindset 33 00:01:03.396 --> 00:01:05.607 who feel like they have a big bold growth agenda 34 00:01:05.607 --> 00:01:07.692 and they're seeing AI as an ability 35 00:01:07.692 --> 00:01:10.361 to give them scale, right, 36 00:01:10.361 --> 00:01:12.447 and to be able to scale up faster than the others. 37 00:01:12.447 --> 00:01:15.700 Usually, I see within those companies that they experiment, 38 00:01:15.700 --> 00:01:17.368 they try to do it in an ethical way, 39 00:01:17.368 --> 00:01:18.870 in a responsible way. 40 00:01:18.870 --> 00:01:20.080 And they're thinking proactively 41 00:01:20.080 --> 00:01:22.415 around building the right data infrastructure 42 00:01:22.415 --> 00:01:24.334 to be able to get access to the right data 43 00:01:24.334 --> 00:01:25.543 to train these models. 44 00:01:25.543 --> 00:01:26.461 And then they're aggressive 45 00:01:26.461 --> 00:01:28.630 about putting their strongest performers 46 00:01:28.630 --> 00:01:31.716 to actually own the agenda versus outsourcing it to vendors 47 00:01:31.716 --> 00:01:33.802 and hoping that someone else will do it for them. 48 00:01:33.802 --> 00:01:36.763 - A hard question because this space is moving so quickly, 49 00:01:36.763 --> 00:01:37.722 so many innovations, 50 00:01:37.722 --> 00:01:38.807 but what are some of the ones 51 00:01:38.807 --> 00:01:40.934 that you are most excited about at the moment? 52 00:01:40.934 --> 00:01:42.894 - Yeah, for me, it's things that are in the pipeline. 53 00:01:42.894 --> 00:01:45.188 When I look at the roadmaps of a lot of these products, 54 00:01:45.188 --> 00:01:49.275 I think we are seeing 1/10th of what is in the pipeline 55 00:01:49.275 --> 00:01:52.028 where a lot of the 56 00:01:52.028 --> 00:01:53.655 new patterns when you put all this data 57 00:01:53.655 --> 00:01:55.031 into all this compute power, 58 00:01:55.031 --> 00:01:57.325 a lot of new interesting patterns emerge from it 59 00:01:57.325 --> 00:01:58.660 that are totally new 60 00:01:58.660 --> 00:02:01.538 and for you to be able to pick it up, 61 00:02:01.538 --> 00:02:03.289 or, for me, we would need to have 62 00:02:03.289 --> 00:02:04.874 essentially encyclopedic knowledge 63 00:02:04.874 --> 00:02:06.459 to be able to pick out those patterns 64 00:02:06.459 --> 00:02:07.627 and to even notice them, right? 65 00:02:07.627 --> 00:02:10.420 So now we have these large-scale models 66 00:02:10.420 --> 00:02:11.798 that can pick up on those patterns 67 00:02:11.798 --> 00:02:14.217 and just put new signals into our decisions. 68 00:02:14.217 --> 00:02:16.344 So I get most excited about things 69 00:02:16.344 --> 00:02:18.221 that are targeting the super users, 70 00:02:18.221 --> 00:02:20.598 people that are deep in their field. 71 00:02:20.598 --> 00:02:21.808 I don't know if you've seen interview 72 00:02:21.808 --> 00:02:24.769 with Alan Alda the other day from "MASH." 73 00:02:24.769 --> 00:02:28.481 He just used AI to help him co-write a new script 74 00:02:28.481 --> 00:02:29.858 for one of the "MASH" episodes 75 00:02:29.858 --> 00:02:31.526 and was just super playful with it. 76 00:02:31.526 --> 00:02:33.945 And I think that's where when we get gurus 77 00:02:33.945 --> 00:02:35.405 and domain experts to get access 78 00:02:35.405 --> 00:02:37.031 to these tools and compute power, 79 00:02:37.031 --> 00:02:39.367 I think some really magical things are going to come out. 80 00:02:39.367 --> 00:02:42.745 - How big is the gap between what the public understands 81 00:02:42.745 --> 00:02:45.999 and where we are actually at with AI, 82 00:02:45.999 --> 00:02:48.668 because there's a lot of fear, I would say? 83 00:02:48.668 --> 00:02:49.502 - There is fear, 84 00:02:49.502 --> 00:02:51.629 but also when you talk to the AI companies, 85 00:02:51.629 --> 00:02:53.006 a lot of the leading ones, 86 00:02:53.006 --> 00:02:55.675 I have the privilege of seeing their roadmaps, 87 00:02:55.675 --> 00:02:57.594 the stuff they have, they don't even want to share, 88 00:02:57.594 --> 00:02:59.053 because they don't know how to control it, 89 00:02:59.053 --> 00:02:59.888 how to manage it, 90 00:02:59.888 --> 00:03:01.514 how to put in the right guardrails. 91 00:03:01.514 --> 00:03:03.516 So they themselves are a bit skeptical 92 00:03:03.516 --> 00:03:05.560 of putting it out into the public domain, 93 00:03:05.560 --> 00:03:07.437 out of worry that they cannot provide 94 00:03:07.437 --> 00:03:08.897 the right safety measures around it. 95 00:03:08.897 --> 00:03:10.523 So I will leave it at that, 96 00:03:10.523 --> 00:03:12.275 but there is much more that actually exists, 97 00:03:12.275 --> 00:03:14.402 and it's at our fingertips, 98 00:03:14.402 --> 00:03:15.862 or could be at our fingertips, 99 00:03:15.862 --> 00:03:18.489 than what we have experienced in our daily lives. 100 00:03:18.489 --> 00:03:19.657 - Vlad, thank you so much. 101 00:03:19.657 --> 00:03:20.491 - Thank you.