Persimmon

Why Google failed to make GPT-3 -- with David Luan of Adept

Mar 27, 2024 · 49:27

David Luan, co-founder of Adept and former early OpenAI leader, explains why Google failed to build GPT-3—its 'brain credit marketplace' prevented critical mass—and why Adept builds enterprise AI agents prioritizing reliability over generality. He recounts the GPT-2 demo that helped secure Microsoft's $1B investment and details Adept's goal: an AI teammate that can do anything a human does on a computer, targeting 'nines of reliability' for workflows like dispatching a physical truck. Luan contrasts Adept's vertical integration—training fast multimodal models (Fuyu) for charts and UIs—with pure-play foundation model companies that sell tokens, predicting commoditization. He notes Adept is sold out for Q1 and raised $420M, and explains how an augmentation focus creates a data flywheel from human oversight.

Why AI Agents Don't Work (yet) - with Kanjun Qiu of Imbue

Oct 21, 2023 · 1:12:37

Kanjun Qiu, CEO of Imbue (formerly Generally Intelligent), argues that AI agents remain unreliable because they lack robust reasoning and proper abstractions, which Imbue tackles by training foundation models optimized for reasoning over data like code. With a $200M Series B and $1B+ valuation, Imbue builds internal tools for debugging and inspecting agent decision-making, rejecting pure reinforcement learning after their Avalon environment revealed RL cannot handle planning. Instead, they emphasize natural language reasoning for inspectability, use code as a curriculum for reasoning, and design interfaces that let users fork and modify agents mid-execution. Qiu also discusses lessons from earlier startups (Sorceress in recruiting, Embark in VR), the importance of treating team members as creative agents, and her role in co-founding communal living space The Archive to foster scenius.