Sequoia Kapital

This is ServiceNow founder Fred Luddy, starting over at age 50 as a first-time founder, at his very first contract signing. Tomorrow, hear how ServiceNow went from 0 to $150B on Season 2 of Crucible Moments, ft. Fred, Frank Slootman, Douglas Leone, Pat Grady, Carl Eschenbach.

Conversational AI agents are transforming customer service, but what does it take to ensure that they’re able deal with complex issues, adhere to nuanced policies, reflect a brand’s tone and voice, and do all of that safely and reliably? On a new episode of Training Data, Ravi Gupta and I talked to Sierra co-founder Clay Bavor about their approach to sophisticated engineering challenges and the tremendous improvement in capabilities that his team has experienced as they attempt to build a next-gen customer experience platform.

Thank you Sonya Huang and Pat Grady for hosting me on the Sequoia Capital Training Data podcast! I had an absolute blast talking about the challenges of applying AI within industrial settings and the future of industrial automation. I'm grateful to my mentors, colleagues, and friends at Google DeepMind and the Google data center team for their relentless support throughout this journey. I'm especially grateful to my former manager Mustafa Suleyman for responding to the cold email that started it all back in 2016: "Reinforcement learning + data centers = Awesome?" I'm now convinced more than ever that self-learning, autonomous control systems (i.e. truly intelligent infrastructure that can operate itself and get better over time at doing so) is the future of the industry!

Crucible Moments, Season 2 coming soon... https://seq.vc/w7u

Listen to a new episode of Training Data featuring Phaidra founder Jim Gao. 🔗 👇 Spotify: https://seq.vc/hla YouTube: https://seq.vc/bhl

Today, we’re thrilled to introduce the world’s fastest Conversational Video Interface for developers. Build rich, real-time video experiences with digital twins that can speak, see, and hear. ⏱️ Less than one second of latency 🤖 Realistic, intelligent digital twins  🔌 Plug and play end-to-end building blocks 🏷️ Fully white-labeled tech 🧩 Modular, customizable components like LLM and TTS See the magic for yourself! Try talking to Carter on our live demo: www.tavus.io And if you like what you see, support us on Product Hunt https://lnkd.in/gieE-kww We’re excited to see the amazing products y’all build with our APIs. 

For Lin Qiao and the Fireworks AI team, the mission is to accelerate training and inference with low-latency, cost-effective solutions. On the latest episode of Training Data from Sequoia, Sonya Huang and Pat Grady talked to Lin about democratizing access to GenAI, when open and closed source models will converge, her goal to build simple API access to the totality of knowledge, and more.

The north star for Fireworks AI is simple API access to the totality of knowledge. The big unlock? Compound AI systems orchestrating 10's/100's/1000's of models and components. On Episode 9 of Training Data from from Sequoia Capital, Pat Grady and I spoke to founder Lin Qiao about building toward that ambition, how they intend to get there, and what they’re doing to ensure customers have access to low latency, cost-effective solutions.

Here’s the question now being asked all across the AI ecosystem: Is there a way for someone else to take on the demand risk from AI, while I capture the profits? Today, Big Tech companies have stepped up to alleviate some of this tension. They are acting as risk-absorbers within the system, taking on as much demand risk as they possibly can, and driving the supply chain toward greater and greater CapEx escalation. In part one of this piece, we’ll walk through the tug of war between supply chain players over risk and profit. In part two, we’ll unpack the instability of today’s equilibrium. (Link in comments)

Next gen AI models are aiming for a 10x increase in model scale to 300k GPUs. To house one of these models, you need to build an entire new data center. David Cahn writes about the importance of physical construction for winning the next phase of AI. 👇 👇 👇 https://seq.vc/steel