Stepfunction Podcast

Episode 6 - Where Will Generative AI Startups Win and Lose?


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Jeff and Seymour start with another major week of news, including GPT-4, Microsoft and Google adding generative AI to their office suites, and LLaMA breaking out into the wild and onto Raspbery Pi and smartphones.

  • Simon Willison's 3-day history of LLaMA developments this past weekend. Potentially bigger news than the dramatic collapse of Silicon Valley Bank.
  • Two relevant articles from Elad Gil: Startups vs Incumbents and Why weren't there any big startup winners from the last 10 years of deep learning?
  • Coca-Cola commercial set in an art museum using Stable Diffusion
  • PCs disrupting mainframes in the 1980s in the context of Clay Christiensen's Innovator's Dilemma and theory of disruptive vs sustaining innovation
  • Runway ML applying Stable Diffusion to generative AI for video 

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Stepfunction PodcastBy Jeff Hwang and Seymour Duncker