Starwatcher podcast #3 - Pietro Casella from EQT Starwatcher podcast

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Show notes
- Pietro’s background and journey from consulting to EQT Labs
- Building digital culture at EQT
- Three generations of Motherbrain and way ahead
- Potential for data-driven private equity
- Fishing vs. hunting. Noticing company vs. finding one.
- Implementing digital transformation at EQT
- Importance of having someone at the top who is excited about the change
- ChatGPT revolution
- Three stages of AI awareness
- Illusions of AI strategy
- Formless.ai, Intercom.
- Sam Altmen congress hearing quote - AI doesn't perform jobs, it performs tasks
- Validating mental model against ChatGPT
- Second and third order effects of AI.
- AI first thinking in every industry and AI driven bakery
- Million idea anxiety
- Concept of craftsmanship developers
- Kevin Kelly 1000 true fans
- Zed IDE
- AI first experience
- Emergence of agents
- Challenges with AI tools
- Hugging Face, Prefect. Code-less functions
- In-house models vs. “big ones”.
- Helm model benchmark
- Vibe test of models
- Anthropic 100k context model
- GPT4 explaining GPT2
- Model psychology
- Model alignment and right prompting
- Anxiety about AI disrupting companies
- Working on 10 year bets


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