YouSaid · the spoken record

Sunny Madra

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96
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2024-12-18
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2024-12-18
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  1. The acceleratorlaunch.copply launch.co slash apply. I'm saving up to get the M to get the launch.com. I think our friend A friend said Yahoo still own it. All right, everybody, we'll see you next time. Bye

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  2. So, I think maybe we could even be monthly for now, but you got to lock in because people love to get Sandeep Madras take on everything and you're on the inside. That's what the show is all about. Insider sharing with other insiders to catch you up. If you missed this, you're going to fall behind, folks. These are the important discussions of our time. This week in startups.com, if you want to search the AI archive powered by our friends on podcast AI, they're not a sponsor, but I am an investor. If you would like me to invest in your company, and Sunny is an LP of mine, all you have to do is go to founder.university if you have an idea with two or three friends and you're in year zero or one.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  3. Great to have you back. Let's come back. I mean, I think every two weeks is the cadence that you need because you got a lot going on.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  4. Maybe we should leave this out, and you and I should fund a startup to do covert intelligence operations. Or corporations and individuals. We could start our own CI Interesting idea.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  5. Shape the message. Just look at Wikipedia My Wikipedia page, other Wikipedia page, there's a small number of people who are really influential. Under 100, who are the super editors of Wikipedia, and some of them get paid covertly? And by PR firms, and there's like a whole griff going on there in the back end Just like the review systems on Amazon and other places, I don't know that these LLMs are going to

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  6. I think it's like there are dozens of accounts that reach true influence on these platforms, I think. Like it's low hundreds. So I don't think it's that difficult to shape reality.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  7. So, a foreign actor, you know, you think about somebody who has an axe to grind from the Middle East or an axe to grind from China or North Korea, whatever it is, and any political bias, you could send a hundred really smart people. You could have literally 100 people where, yeah, you could have 10 smart people getting paid $100,000 a year in a war room for a million dollars a year with 50 different accounts each rotating them with a turret display and then feeding the LLMs their biases and now they're going to in real time because I think open AI has a real-time deal with Reddit and Reddit has Reddit answers just using Reddit as an example you know are you going to be able to trust the data on Reddit I would trust it before LLMs existed but I don't know if I'm going to trust it after LLMs existed

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  8. These anonymous accounts that are hitting scale that have thousands of other anonymous accounts. And this is where the data at Reddit, the data at Twitter gives you an advantage in that it's consumer driven and it's fast and furious. But now you're going to have an incentive. And I've never heard anybody say this. So I'm going to float it here. There is a big incentive now for a foreign actor or spam accounts to come in and use 100 paid accounts. If I had 100 paid accounts baked on Twitter and Reddit and Hacker News and I started building these pseudonyms up and I start having conversations with myself on these platforms. Not only am I getting the value of influencing people in real time, I'm getting the value of influencing the language models. Now let's let that sink in.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  9. That stuff for me is really dangerous. Like an at scale account with a million followers, that's getting paid by X, right? That has revenue sharing on, but we don't know who it is. Now, I get you on a protect people, and I get it's a pseudonym so you can look at their account, and there's 20 of these accounts that have now hit prominence. Half of them have a real name, half of them don't. So with the real names, at least you know, like this is a 25-year-old who's just a fanboy of... Know whatever the left, the right, in between this pod, that pod, Joe Rogan, you know, Rachel Matt, or whatever it is. The bias is clear.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  10. Even though And Grock. I find Grok is really doing a good job of catching the Zeitgeist on X, but I do worry about all the anonymous accounts and the anonymous accounts at scale and their bias. I don't want King Koa, the anonymous million person account that Sax is always retweeting and is in love with Sax. Like, I get it. It's obviously some right-wing person in their mom's basement. Or it could be a Russian. Or it could be any other chaotic actor. And they've got a million followers

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  11. Yeah, he just had it do what he thought this historical figure would say in certain situations. So instead of doing the opposite Costanza, he does.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  12. So we do a little talent show, it's going to be like, hey, I directed this film about Ashoka from Star Wars, right? It's coming.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  13. Well, no, I mean, it's going to happen. And there's no reason your favorite character in the Star Wars series you couldn't direct a film or your daughters couldn't or your kids couldn't work together to say We always do a little What do you call it? Like a talent show, you know, at holidays with the little talent show with the kids.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  14. Not guessing game that it was doing five years ago in Gmail leading to Gemini with deep research, that jump occurred in five years. That happens with this in five years we'll be sitting here going make us a sopranos episode and then we're going to watch it in my movie theater in Tara make us a lost episode you know

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  15. I mean, I give Sora still a B, could be much better. I'm sticking with my B there. I didn't. I'm not like, I don't know what the use case for these things is. I feel like this is like ChatGPT 2.5 or whatever that was where you were like or like

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  16. Trace comments. Well, listen, this is not unprecedented in the world. Things like this can happen. We have seen records be broken when there is serious damage. And so, and I think it's going to, the reason, you know, this tragedy that occurred, you can look it up, folks, is a 26-year-old whistleblower inside of OpenAI who apparently is unalived and we don't know why. And he was a key linchpin in this testimony. I'm not saying I think he was murdered by an open AI employee, obviously, but this is really weird looking, very weird looking, like many weird things occurring in the world.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  17. Well, this shows you, and I think we didn't bring this up, but the Open AI whistleblower who apparently committed suicide or was whacked? This is a lot at stake here. I mean, I know I sound like a conspiracy theorist, but I think OpenAI is going to lose their lawsuit. I'm saying it right now. I'm predicting it here. I think it's going to be an injunction against open AI. And they're going to have to settle for billions. You heard it right. I think it'll be the largest copyright infringement case in history. I think it will be a billion dollar settlement with the New York Times. Other people are going to join it if you are a content creator and you feel down.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  18. But this one I'm watching it. That looks like stock there. That looks real. That looks pretty real. Yeah. Like almost like they took a George Clooney film, like a professionally shot George Clooney film in Italy, you know, the Italian job or something. Yeah, this looks like they took, they stole from Hollywood to get this effect either.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  19. So, JJ Abrams, George Lucas, Spielberg, Gorsese, anybody making a secession TV show, nobody would accept any of this. It's all 60% of what they would accept, 70%. So this would be great for them to storyboard and to be able to show, hey, here's what it looks like, but it's not good enough for primetime. It feels like it's a couple years off, if ever, because, you know, while the Chinese have no problem stealing Disney's archive and doing this and they'll have models out there that will let you do anything you want with the Marvel characters, the Disney character soon i think Marvel should release a model in partnership with one of these companies and for your Disney Plus subscription you can create Disney character models and you can make short videos and there only exist inside the Disney app and you can send them to friends this would be a killer feature

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  20. This feels like if stock imagery And a video game had a baby. So we have nailed it. If you look, when you see this stuff, it looks like CGI done, you know, in the Czech Republic or Poland, your Eastern European country, South Korea, done by somebody doing like a corporate video or something. In other words, it looks professional, but not industry leading like Disney or George Lucas or JJ Abrams would accept

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  21. Yeah, I mean, everybody's providing inference ships, et cetera, at greater and greater prices. Do you make custom ones with people or do you only make your own

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  22. So, this is the challenge for the industry, and this is why NVIDIA could be a short or could have topped out here because people are now realizing there's an 80% margin there, which means they're going to have to compress that margin and lower their pricing to compete with Amazon, Apple,

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  23. Well, they are obviously investing heavily in this. What do you estimate these platforms are losing providing services at this pricing? Or are they breaking even? What are they doing? Do you have any insight into their infrastructure costs and how much they might be losing, making, or breaking even here?

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  24. Oh no, Matt is doing a mitzvah for the industry by going open source. And not trying to make money on this, and they're letting other people use it. There were some weird caps, like, you couldn't have a hundred million users or something. But I think Zuckberg is going based, and he looks at this like the open compute platform. He knows he's got a network effect. He'll defend it.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  25. 2.5% Which is a good deal for us. Most people argue it's a great deal. It's kind of like the Y combinator accelerator deal. But we expect only One out of three of those to pull through and get another round of funding. So we're taking high, high, high, massively high risk bets. So if you were to net it out, if two out of three don't even make it to the next round of funding, it's really like 75K at $3 million for two and a half percent because you're taking into account how many people would wash out and just not make it to year two. I really enjoy that kind of part of the job and seeing all that good stuff. What else? Let's go lightning round.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  26. Austin, and I want to get a space. This is the big announcement. You know, it's part of what I'm doing there. And so I'm trying to figure out if I do that with a university or if I just do it in a space or if I do it remote and in person, if I do it every day for an hour a day or if I do it two hours a week and get a co-working space. So, you know, it's a lot on my plate right now, but I'm trying to figure out how I can have my own university, the foundry university, teaching you how to be a founder. And that's why I spent so much time getting founder. University and giving people instead of they pay, instead of paying tuition, we give 25k to the top 10% of students to start their company at a $1 million valuation.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  27. But I'll be honest, in UT doesn't have a woke movement there, like when they had the protests or whatever. It started and ended pretty quick, but a long way of saying, you know, I've been thinking about at this founder university and I'm going to bring it in person, I think, in the next cohort is my plan in Texas and have.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  28. Classically, like, she probably would have voted for a Clinton Democrat or, you know, Mitt Romney as much as she would vote for a Trump or whatever. So if she did vote for Trump, I don't know if she did. Putting that aside, they just had their first class. It's like 50 students or something. It's a startup school. They bought some university, so it's accredited and they want to teach from first principles, take all the woke out.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  29. Now, let's go over to University of Austin. Joe Lonsdale and a group of these kind of free wheel and awesome free thinking. Libertarian ish, Republican types on the right, but I would say maybe they would be considered moderates. You know, like I think Bari is probably moderate.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  30. College degree, University of Austin. Now, if you're at a state, they charge you a rack rate and something a little bit higher. But 80% or 90% of the people go to UT are in state. This is amazing.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  31. So one year of private school in the Bay Area or New York, Dalton, whatever this nonsense is, an entire degree from U-Tolle.

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  32. So they are super funded in Texas. If you're a Texas resident, UT is like 8,000, 9,000 or 10,000 a year. You can get in and out of UT for 40 dime skis, which is...

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  33. Well, I mean, 100,000 people. I was on the field. Man, it was awesome. But more awesome, there's 55,000 students that UT and they're smart.

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  34. I just prefer to hire people at school. I'm going to university of Texas. Shout out to Jay Hartzel. President of UT, I went to UT and I am so impressed by the UT graduates. I went to a game, Longhorns, whatever that is, go Longhorns. And I am all in on UT.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  35. I don't do internships unless it's friends of the firm. I do it as a favorite bang. You know why? Because in those 10 weeks, they take up all your time and resources and you train them and then they're gone.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  36. I'm going to stick with Gemini Deep Research because I think Google has access to data that OpenAI does it. And I believe the gap is going to grow.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  37. Yeah, you know, this is okay Google's premise was here's the box, you type in what you want, you search, or you say, I'm feeling lucky. I'm feeling lucky is the sniper shot that takes you right to the thing. That was cute and fun. There was just a search box. So here for Gemini, I think it should just either do a quick search, whatever the best search is, or you should have deep research. And then if you want to, you have somewhere where you can kind of tweak the model, but it's just too confusing for consumers. All right, so we make one last

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  38. It has a version. Nobody cares about the versioning. It's Gemini. Don't say advanced. Don't say 1.5. Just call it Gemini and then have Gemini with deep research and abstract out the version numbers for nerds. But I think this is too confusing for consumers right now.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  39. Which research does as well? Gemini's advanced 1.5 Pro with Deep Research. I got to talk to Sergei and the team over there When you're naming these things, it's Gemini. That's the product.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  40. It doesn't matter because you're spending more on people's parking. So just Throw the shit in the garbage. Sorry. And let's just talk about how much it will impact my employees who use it, my team members who use it, my founders who we invest and partner with. I believe B and A. B and an A. I'm not giving pluses and minuses today.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  41. On a value basis, I'd be like A and a B. So there'd be a big gap there. I'm saying in a corporate America, this pricing does not matter for the value.

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  42. Only because I believe the output of both of those with ITR, I feel for the average, I'm grading it on my feeling and what I think it will do for the people who work for me. The people who are not putting in the deep, thoughtful prompts they're going to, I think, get a lot more out of Gemini 1.5 with deep research or 01 Pro. I give it an A on a value basis. On a

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  43. I'm going to give a B to Pro. I felt like it did a really good job, yeah, and I would pay for it. And I would give an The new 1.5 from Gemin With deep research, I'm giving it an

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  44. If on my side, it's going to take that into account and say, hey, in your email, in your Gmail, there was a conversation with Dara or this analyst that Werby Parker Pincus. And they helped you do that, and they gave you some data there. Do you want me to include that data? So this could get very interesting, very quick, folks. I believe Google is the sleeping giant. Grock also doing a very good job, the other Grok, yeah, which we'll get into. Okay, let's do a couple more demos here.

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  45. Is your next step, and now you're starting to see this. Now, if I save this document in the future, it's going to know that I did that document and it's going to be able to use your documents in your email. So if I was emailing with, I don't know, somebody running a Robo taxi or I had 10 friends who had shares in Tesla, Uber, or whatever. And we had conversations. I wonder

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  46. Deployment cost, estimated cost of maintaining and put that in without saying estimated operating costs per mile, projected, average distance travel. I mean, this is incredible. Total cost. Cost per Robotexi manufacturer plus deployment cost. Yeah. And it just figured that out. Wow This is better. Let's be honest.

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  47. Next year, I'm going to match them. All right. So here we go. We've got this done. And look at this. It did a nice thing. Total rides in the US annually. It estimated it got bus rides. It included bus trips I didn't ask you to do that. Based on the National Survey, Americans make approximately 1.1 billion trips a day, 411 billion trips annually, or about 1,500 trips per person. Wow, it added that. That's pretty interesting, and that it has here. Look at this, it built a table, mode of transfer, car, bus, train, freight. So included all of those, an estimated rides, average ride, and it put the amount, wow, estimated cost of manufacturing and deploying, early estimates up to $400,000, maybe that's in billions or something. Tesla is projecting $25,000. They got that right for their Robotaxi, but I do 77, waymo 180. Wow, that's interesting.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  48. But they're not supportive in that way. They kind of picked YC, and I think YC's very sharp elbowed sometimes. So they're like, TMYC, we're not team everybody else. Okay, that's fine. I have half the number of applications in YC right now.

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  49. Oracle provides credits. Azure, Microsoft, Azure provides credits, and DigitalOcean provides credits to our startups. The only one who does it is AWS. AWS, they have like a rack rate thing, but AWS is not very supportive of anybody but Y Combinator. They've got like a weird thing. They also don't buy ads or whatever. But, you know, AWS is great. I don't have any hard feelings towards them.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source

  50. Well, GCP did it for all in summit and they did it for this week in startups, and they did it for accelerator. We also have.

    2024-12-18 · This Week in Startups · Sora Disappoints, ChatGPT Pro Tested, Inference Time Reasoning & More with Sunny Madra | E2062 · IDENTIFIED FROM THE TRANSCRIPT · source