Training Data

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Training Data

Join us as we train our neural nets on the theme of the century: AI. Sonya Huang, Pat Grady and more Sequoia Capital partners host conversations with leading AI builders and researchers to ask critical questions and develop a deeper understanding of the evolving technologies—and their implications for technology, business and society. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an interest in any investment fund.

  1. Dust’s Gabriel Hubert and Stanislas Polu: Getting the Most From AI With Multiple Custom Agents

    1 DAY AGO

    Dust’s Gabriel Hubert and Stanislas Polu: Getting the Most From AI With Multiple Custom Agents

    Founded in early 2023 after spending years at Stripe and OpenAI, Gabriel Hubert and Stanislas Polu started Dust with the view that one model will not rule them all, and that multi-model integration will be key to getting the most value out of AI assistants. In this episode we’ll hear why they believe the proprietary data you have in silos will be key to unlocking the full power of AI, get their perspective on the evolving model landscape, and how AI can augment rather than replace human capabilities. Hosted by: Konstantine Buhler and Pat Grady, Sequoia Capital 00:00 - Introduction 02:16 - One model will not rule them all 07:15 - Reasoning breakthroughs 11:15 - Trends in AI models 13:32 - The future of the open source ecosystem 16:16 - Model quality and performance 21:44 - “No GPUs before PMF” 27:24 - Dust in action 37:40 - How do you find “the makers” 42:36 - The beliefs Dust lives by 50:03 - Keeping the human in the loop 52:33 - Second time founders 56:15 - Lightning round

    1h 3m
  2. Clay’s Kareem Amin on Building the Sales ‘System of Action’ with AI

    19 NOV

    Clay’s Kareem Amin on Building the Sales ‘System of Action’ with AI

    Clay is leveraging AI to help go-to-market teams unleash creativity and be more effective in their work, powering custom workflows for everything from targeted outreach to personalized landing pages. It’s one of the fastest growing AI-native applications, with over 4,500 customers and 100,000 users. Founder and CEO Kareem Amin describes Clay’s technology, and its approach to balancing imagination and automation in order to help its customers achieve new levels of go-to-market success.  Hosted by: Alfred Lin, Sequoia Capital

    52 min
  3. Decart’s Dean Leitersdorf on AI-Generated Video Games and Worlds

    13 NOV

    Decart’s Dean Leitersdorf on AI-Generated Video Games and Worlds

    Can GenAI allow us to connect our imagination to what we see on our screens? Decart’s Dean Leitersdorf believes it can. In this episode, Dean Leitersdorf breaks down how Decart is pushing the boundaries of compute in order to create AI-generated consumer experiences, from fully playable video games to immersive worlds. From achieving real-time video inference on existing hardware to building a fully vertically integrated stack, Dean explains why solving fundamental limitations rather than specific problems could lead to the next trillion-dollar company. Hosted by: Sonya Huang and Shaun Maguire, Sequoia Capital 00:00 Introduction 03:22 About Oasis 05:25 Solving a problem vs overcoming a limitation 08:42 The role of game engines 11:15 How video real-time inference works 14:10 World model vs pixel representation 17:17 Vertical integration 34:20 Building a moat 41:35 The future of consumer entertainment 43:17 Rapid fire questions

    47 min

  4. 29 OCT

    How Glean CEO Arvind Jain Solved the Enterprise Search Problem – and What It Means for AI at Work

    Years before co-founding Glean, Arvind was an early Google employee who helped design the search algorithm. Today, Glean is building search and work assistants inside the enterprise, which is arguably an even harder problem. One of the reasons enterprise search is so difficult is that each individual at the company has different permissions and access to different documents and information, meaning that every search needs to be fully personalized. Solving this difficult ingestion and ranking problem also unlocks a key problem for AI: feeding the right context into LLMs to make them useful for your enterprise context. Arvind and his team are harnessing generative AI to synthesize, make connections, and turbo-change knowledge work. Hear Arvind’s vision for what kind of work we’ll do when work AI assistants reach their potential.  Hosted by: Sonya Huang and Pat Grady, Sequoia Capital  00:00 - Introduction 08:35 - Search rankings  11:30 - Retrieval-Augmented Generation 15:52 - Where enterprise search meets RAG 19:13 - How is Glean changing work?  26:08 - Agentic reasoning  31:18 - Act 2: application platform  33:36 - Developers building on Glean  35:54 - 5 years into the future  38:48 - Advice for founders

    45 min
  5. OpenAI Researcher Dan Roberts on What Physics Can Teach Us About AI

    22 OCT

    OpenAI Researcher Dan Roberts on What Physics Can Teach Us About AI

    In recent years there’s been an influx of theoretical physicists into the leading AI labs. Do they have unique capabilities suited to studying large models or is it just herd behavior? To find out, we talked to our former AI Fellow (and now OpenAI researcher) Dan Roberts. Roberts, co-author of The Principles of Deep Learning Theory, is at the forefront of research that applies the tools of theoretical physics to another type of large complex system, deep neural networks. Dan believes that DLLs, and eventually LLMs, are interpretable in the same way a large collection of atoms is—at the system level. He also thinks that emphasis on scaling laws will balance with new ideas and architectures over time as scaling asymptotes economically. Hosted by: Sonya Huang and Pat Grady, Sequoia Capital  Mentioned in this episode: The Principles of Deep Learning Theory: An Effective Theory Approach to Understanding Neural Networks, by Daniel A. Roberts, Sho Yaida, Boris Hanin Black Holes and the Intelligence Explosion: Extreme scenarios of AI focus on what is logically possible rather than what is physically possible. What does physics have to say about AI risk? Yang-Mills & The Mass Gap: An unsolved Millennium Prize problem AI Math Olympiad: Dan is on the prize committee

    42 min
  6. Google NotebookLM’s Raiza Martin and Jason Spielman on Creating Delightful AI Podcast Hosts and the Potential for Source-Grounded AI

    15 OCT

    Google NotebookLM’s Raiza Martin and Jason Spielman on Creating Delightful AI Podcast Hosts and the Potential for Source-Grounded AI

    NotebookLM from Google Labs has become the breakout viral AI product of the year. The feature that catapulted it to viral fame is Audio Overview, which generates eerily realistic two-host podcast audio from any input you upload—written doc, audio or video file, or even a PDF. But to describe NotebookLM as a “podcast generator” is to vastly undersell it. The real magic of the product is in offering multi-modal dimensions to explore your own content in new ways—with context that’s surprisingly additive. 200-page training manuals become synthesized into digestible chapters, turned into a 10-minute podcast—or both—and shared with the sales team, just to cite one example. Raiza Martin and Jason Speilman join us to discuss how the magic happens, and what’s next for source-grounded AI. Hosted by: Sonya Huang and Pat Grady, Sequoia Capital

    32 min
  7. Snowflake CEO Sridhar Ramaswamy on Using Data to Create Simple, Reliable AI for Businesses

    8 OCT

    Snowflake CEO Sridhar Ramaswamy on Using Data to Create Simple, Reliable AI for Businesses

    All of us as consumers have felt the magic of ChatGPT—but also the occasional errors and hallucinations that make off-the-shelf language models problematic for business use cases with no tolerance for errors. Case in point: A model deployed to help create a summary for this episode stated that Sridhar Ramaswamy previously led PyTorch at Meta. He did not. He spent years running Google’s ads business and now serves as CEO of Snowflake, which he describes as the data cloud for the AI era. Ramaswamy discusses how smart systems design helped Snowflake create reliable "talk-to-your-data" applications with over 90% accuracy, compared to around 45% for out-of-the-box solutions using off the shelf LLMs. He describes Snowflake's commitment to making reliable AI simple for their customers, turning complex software engineering projects into straightforward tasks.  Finally, he stresses that even as frontier models progress, there is significant value to be unlocked from current models by applying them more effectively across various domains. Hosted by: Sonya Huang and Pat Grady, Sequoia Capital Mentioned in this episode:  Cortex Analyst: Snowflake’s talk-to-your-data API Document AI: Snowflake feature that extracts in structured information from documents

    59 min
  8. OpenAI's Noam Brown, Ilge Akkaya and Hunter Lightman on o1 and Teaching LLMs to Reason Better

    2 OCT

    OpenAI's Noam Brown, Ilge Akkaya and Hunter Lightman on o1 and Teaching LLMs to Reason Better

    Combining LLMs with AlphaGo-style deep reinforcement learning has been a holy grail for many leading AI labs, and with o1 (aka Strawberry) we are seeing the most general merging of the two modes to date. o1 is admittedly better at math than essay writing, but it has already achieved SOTA on a number of math, coding and reasoning benchmarks. Deep RL legend and now OpenAI researcher Noam Brown and teammates Ilge Akkaya and Hunter Lightman discuss the ah-ha moments on the way to the release of o1, how it uses chains of thought and backtracking to think through problems, the discovery of strong test-time compute scaling laws and what to expect as the model gets better.  Hosted by: Sonya Huang and Pat Grady, Sequoia Capital  Mentioned in this episode: Learning to Reason with LLMs: Technical report accompanying the launch of OpenAI o1. Generator verifier gap: Concept Noam explains in terms of what kinds of problems benefit from more inference-time compute. Agent57: Outperforming the human Atari benchmark, 2020 paper where DeepMind demonstrated “the first deep reinforcement learning agent to obtain a score that is above the human baseline on all 57 Atari 2600 games.” Move 37: Pivotal move in AlphaGo’s second game against Lee Sedol where it made a move so surprising that Sedol thought it must be a mistake, and only later discovered he had lost the game to a superhuman move. IOI competition: OpenAI entered o1 into the International Olympiad in Informatics and received a Silver Medal. System 1, System 2: The thesis if Danial Khaneman’s pivotal book of behavioral economics, Thinking, Fast and Slow, that positied two distinct modes of thought, with System 1 being fast and instinctive and System 2 being slow and rational. AlphaZero: The predecessor to AlphaGo which learned a variety of games completely from scratch through self-play. Interestingly, self-play doesn’t seem to have a role in o1. Solving Rubik’s Cube with a robot hand: Early OpenAI robotics paper that Ilge Akkaya worked on. The Last Question: Science fiction story by Isaac Asimov with interesting parallels to scaling inference-time compute. Strawberry: Why? O1-mini: A smaller, more efficient version of 1 for applications that require reasoning without broad world knowledge. 00:00 - Introduction 01:33 - Conviction in o1 04:24 - How o1 works 05:04 - What is reasoning? 07:02 - Lessons from gameplay 09:14 - Generation vs verification 10:31 - What is surprising about o1 so far 11:37 - The trough of disillusionment 14:03 - Applying deep RL 14:45 - o1’s AlphaGo moment? 17:38 - A-ha moments 21:10 - Why is o1 good at STEM? 24:10 - Capabilities vs usefulness 25:29 - Defining AGI 26:13 - The importance of reasoning 28:39 - Chain of thought 30:41 - Implication of inference-time scaling laws 35:10 - Bottlenecks to scaling test-time compute 38:46 - Biggest misunderstanding about o1? 41:13 - o1-mini 42:15 - How should founders think about o1?

    45 min
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About

Join us as we train our neural nets on the theme of the century: AI. Sonya Huang, Pat Grady and more Sequoia Capital partners host conversations with leading AI builders and researchers to ask critical questions and develop a deeper understanding of the evolving technologies—and their implications for technology, business and society. The content of this podcast does not constitute investment advice, an offer to provide investment advisory services, or an offer to sell or solicitation of an offer to buy an interest in any investment fund.

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