Microsoft CTO Kevin Scott on How Far Scaling Laws Will Extend | Training Data

แชร์
ฝัง
  • เผยแพร่เมื่อ 22 ก.ค. 2024
  • The current LLM era is the result of scaling the size of models in successive waves (and the compute to train them). It is also the result of better-than-Moore’s-Law price vs performance ratios in each new generation of Nvidia GPUs. The largest platform companies are continuing to invest in scaling as the prime driver of AI innovation.
    Are they right, or will marginal returns level off soon, leaving hyperscalers with too much hardware and too few customer use cases? To find out, we talk to Microsoft CTO Kevin Scott who has led their AI strategy for the past seven years. Scott describes himself as a “short-term pessimist, long-term optimist” and he sees the scaling trend as durable for the industry and critical for the establishment of Microsoft’s AI platform.
    Scott believes there will be a shift across the compute ecosystem from training to inference as the frontier models continue to improve, serving wider and more reliable use cases. He also discusses the coming business models for training data, and even what ad units might look like for autonomous agents.
    Hosted by: Pat Grady and Bill Coughran, Sequoia Capital
    00:00 - Introduction
    01:20 - Kevin's backstory
    06:56 - The role of PhDs in AI engineering
    09:56 - Microsoft's AI strategy
    12:40 - Highlights and lowlights
    16:28 - Accelerating investments
    18:38 - The OpenAI partnership
    22:46 - Soon inference will dwarf training
    27:56 - Will the demand/supply balance change?
    30:51 - Business models for data
    36:54 - The value function
    39:58 - Copilots
    44:47 - The 98/2 rule
    49:34 - Solving zero-sum games
    57:13 - Lightning round

ความคิดเห็น • 95

  • @shrek22
    @shrek22 12 วันที่ผ่านมา +15

    Kevin is incredible in this interview. i appreciate him being so open. thank you!!!!

  • @jabowery
    @jabowery 3 วันที่ผ่านมา

    Speaking of Solomonoff, it would be really interesting to find out the details of why Microsoft didn't underwrite the Hutter Prize back in 2006.

  • @SiyaMaliChannel
    @SiyaMaliChannel 12 วันที่ผ่านมา +2

    29:15 the frontier model analogy versus inference as an equivalent of building out your own phone and OS to build an app.😂

  • @ToonamiAftermath
    @ToonamiAftermath 12 วันที่ผ่านมา +8

    49:17 Gary Marcus is fuming

    • @squamish4244
      @squamish4244 12 วันที่ผ่านมา +1

      Gary Marcus is always fuming. It's like Gary Marcus has a Gary Marcus agenda to push as a Gary Marcus cognitive scientist. If Gary Marcus could shut the *fck up for one week about how much AI sucks, I would be impressed - but Gary Marcus is incapable of doing that. Gary Marcus! Gary. Marcus.

  • @eirikgg
    @eirikgg 12 วันที่ผ่านมา +5

    Great interview. Happy to be a partner to Microsoft with this guy as CTO

  • @ianglenn2821
    @ianglenn2821 9 วันที่ผ่านมา +1

    this is very good but watch at 2.5x speed

  • @ParnianMotamedi
    @ParnianMotamedi 10 วันที่ผ่านมา

    is the sequoi digital currency?
    it listed in pancake swap?
    Please answer me soon i'm in hurry

  • @ShowRisk
    @ShowRisk 13 วันที่ผ่านมา +2

    this feels such a genuine interview

  • @profit_sales_arch
    @profit_sales_arch 13 วันที่ผ่านมา +1

    Is there a Spotify podcast channel of the same?

    • @sequoiacapital
      @sequoiacapital  12 วันที่ผ่านมา +2

      Training Data is available wherever you listen to podcasts!

  • @tahir2443
    @tahir2443 12 วันที่ผ่านมา +6

    so incredibly based

  • @catshaman7098
    @catshaman7098 11 วันที่ผ่านมา

    Not Scott gu?

  • @ishaankoratkar9242
    @ishaankoratkar9242 12 วันที่ผ่านมา +2

    holy based

  • @GNARGNARHEAD
    @GNARGNARHEAD 13 วันที่ผ่านมา +2

    slow start but that really got going 😎

  • @420_gunna
    @420_gunna 3 วันที่ผ่านมา

    35:50 dark

  • @squamish4244
    @squamish4244 11 วันที่ผ่านมา

    This tells me GPT-4 was the top of the last sigmoid curve, and it will take about a year from now to scale the next generation of models for release. And no, he is not some hack, he DOES know what he is talking about. Check out his Wiki bio.

    • @nuclearenergy919
      @nuclearenergy919 8 วันที่ผ่านมา

      A year is also very fast if you take into account the change in capabilities of gpt 3 vs gpt 4, gpt 5 would be crazy. And If that be the case I will start believing in this theory of scaling laws

    • @squamish4244
      @squamish4244 8 วันที่ผ่านมา +1

      @@nuclearenergy919 Indeed. If it be the case. But really, twice as long as that would still be insanely fast too, again considering the jump between 3 and 4.
      Even if scaling stopped dead tomorrow, what we already have is enough to massively change society as it is integrated into all kinds of systems over the next decade, and we know that the models are just going to keep getting better in that timeframe anyway, whether it be due to scaling or other methods. There's lots of gas in the tank, scaling is just one tool.
      Interview was grounded and hype-free. Dude is based af, as others here have said.

  • @wonseoklee80
    @wonseoklee80 10 วันที่ผ่านมา +1

    This is the most honest explanation for whole AI situation at the moment: better frontier models are coming. They might not be AGI, but still can have a huge impact on the industry - cheaper, better reasoning, less hallucination and so on. Anyone who architects the product assuming the frontier model will be stuck at today's capabilities, won't be in a good situation.

    • @squamish4244
      @squamish4244 4 ชั่วโมงที่ผ่านมา

      People went from being blown away at GPT-4 to assuming AI will be stuck at it in the space of literally one year. Even Claude 3.5, which is better, didn't do much to change that perception, because it wasn't astoundingly better. It is the strangest and least justified assumption to make about a rapidly advancing technology in living memory. It's how we are wired as humans, that we are almost impossible to impress, but even so, rationally, it is nonsensical.
      I don't care if it takes one, two or even three more years for the next major leap in frontier models - if GPT-5 is to GPT-4 what GPT-4 was to GPT-3, it will be a staggering improvement, and we will be entering territory that if it isn't AGI, will be so capable as to render the term meaningless. AGI is such a vague term with so many definitions now that the term is already functionally meaningless - yeah yeah, AGI or not, what can this model DO?
      AlphaFold 2 has been cited over 20,000 times in papers since it became open-source exactly three years ago, turning medicine on its head. But human trials by their very nature take time. And now AlphaFold 3, which is substantially simpler and better, is out, and who knows what it will do, along with all the other AI models being integrated into medicine right now. But because we don't already have the cure for cancer or whatever, and these are medical models and not sexy chatbots, nobody notices outside of those of us who take a particular interest in such things.

  • @bola986
    @bola986 13 วันที่ผ่านมา +2

    1.5x

  • @BrayanVZ-of8zl
    @BrayanVZ-of8zl 8 วันที่ผ่านมา

    This channel is a go-to for information. It's the best!

  • @shinkurt
    @shinkurt 13 วันที่ผ่านมา +4

    Great interview

  • @JazevoAudiosurf
    @JazevoAudiosurf 12 วันที่ผ่านมา +2

    just let this man talk, nothing else to do

  • @Ikbeneengeit
    @Ikbeneengeit 9 วันที่ผ่านมา

    FYI your wall is broken

  • @Tubernameu123
    @Tubernameu123 12 วันที่ผ่านมา +2

    co piolt is too hyper filtered. microsoft is a corporation that does not care about out privacy but hes a really neat guy.
    Lets not forget with their openai partnership and all the sketch behind openai since day one..... then the nsa on the board thats scary. still hes a neat guy.

  • @zoner__
    @zoner__ 13 วันที่ผ่านมา +4

    He could retire now and pursue life 2 but if he's concerned about impact stay. My son works there and feels like a cog at times. He feels like he wants to fix things right but of course there is always pressure to just get it done.

    • @captain_crunk
      @captain_crunk 13 วันที่ผ่านมา

      I was at LinkedIn during the msft acquisition, and stayed another 5 years after that. Imho Microsoft is amongst the very best tech companies to work for. Feeling like a cog is obviously par for the course in capitalism across the board, but in my experience it's less prevalent at Microsoft than other places. YMMV, but I prefer being a cog to being a nail, which is fairly common at many startups :)

    • @umuti5ik
      @umuti5ik 13 วันที่ผ่านมา +1

      Getting it done and in the hands of customers quickly is the way to do it right. :)

  • @AIForHumansShow
    @AIForHumansShow 13 วันที่ผ่านมา +21

    every time we hear Kevin Scott get interviewed the more we like him

  • @brian-jv1nw
    @brian-jv1nw 13 วันที่ผ่านมา +4

    It’s too monotone for my ears 😞

    • @JumpDiffusion
      @JumpDiffusion 12 วันที่ผ่านมา

      Old people talking slowly…

    • @squamish4244
      @squamish4244 11 วันที่ผ่านมา +3

      @@JumpDiffusion Dude is 52. He's only "old" to a teenager, for whom everyone over 30 is old.

  • @Copa20777
    @Copa20777 13 วันที่ผ่านมา

    I remember him from the whale presentation with Sam Altman.. 🎉🎉🎉 4rmZambia 🇿🇲 and thanks Microsoft🎉🎉🎉

  • @dadsonworldwide3238
    @dadsonworldwide3238 12 วันที่ผ่านมา

    The problem I have above all else is rooted even before 80 years into the transitor age.
    The whole nation is banking on this, and most arr uneducated to how to triangulate free will inertia in a frame of reference. It has dangerous loopholes to fear for future generations and how the world beliefs won't fit or worse.
    It puts so much on this means of production beast of burden textualism methodology objectivism = shining capital on the hill metamorphosis detoured by 1900s structuralism just to end back up where our classheritage was.
    100s of millions of Americans know more than everything physicalism ease of access that everything doesn't start in greece.
    In many ways the puritan pilgrim movement is just now picking backup fighting for 3 lines of measure pragmatic common sense objectivism but it's surrounded by and through very messed up irrational informational models and maths to use .

    • @LevelofClarity
      @LevelofClarity 11 วันที่ผ่านมา

      Can you elaborate?

    • @dadsonworldwide3238
      @dadsonworldwide3238 11 วันที่ผ่านมา

      @@LevelofClarityeveryone is equally broke and America has closed its private sector individual liberal power of Entrepreneurship until the more recent decade.
      in short 1945s Smith_mundt act, everything physicalism deterministic simplicity while pushing infinite sums of complexity upon all we held dear .
      Flipped our 3 line of measure = truest True known standard into a 3 body problem ,censorship of all things pragmatic common sense objectivism proper..
      We granted liberal power to the state & higher education in a call to arms that has since been followed by one excuse after another, rebuild Europe, tranfer wealth to and for liberating all common sense marginalized groups leaving only criminals or extremists. Industrialized all new nations now crying that it's killing the planet after we successfully get eveyone on their feet. Lol

    • @dadsonworldwide3238
      @dadsonworldwide3238 11 วันที่ผ่านมา

      It Is a more nostalgic ancestral one as well,picking up where the puritan & pilgrim left off.
      Since we sold the soul of the nation, after getting so rudly interrupted, it is a more ancestral quest for eqaulibrium,
      Technically the shining capital on the hill ( metaphor) is metamorphosis In reverse textualism methodology objectivism = technological advancements in concert with free flow of information education.

    • @dadsonworldwide3238
      @dadsonworldwide3238 11 วันที่ผ่านมา

      @LevelofClarity we've not only held back and censored our psychology we've been disciplining and attacking our mind thru sanctions, fines,suspensions,monopolization, chasing material dope or physically carving up our bodu tissue to try and fix problems in our lives.
      We really need this streamlining to help free parents up and allow us to better incentives the family cells pay them back for all that been charged upon passing down countless generations of burden

  • @gasfeesofficial3557
    @gasfeesofficial3557 12 วันที่ผ่านมา +1

    funny, this guy doesn't seem to know anything lol or maybe it's just a poker face... can't tell.

  • @GggatsGggss
    @GggatsGggss 13 วันที่ผ่านมา +20

    From $37K to $45K that's the minimum range of profit return every week I thinks it's not a bad one for me, now I have enough to pay bills and take care of my family.

    • @VssgGsggsd
      @VssgGsggsd 13 วันที่ผ่านมา

      Excuse me for real?,how is that
      possible I have struggling
      financially, how was that possible?

    • @GggatsGggss
      @GggatsGggss 13 วันที่ผ่านมา +1

      Thanks to Elizabeth Marie Hawley.

    • @GggatsGggss
      @GggatsGggss 13 วันที่ผ่านมา

      Though I started with as low as $15,000 actually because it was my first time and it was successful, She's is a great personality in the states

    • @Shanefrancis-vk8ks
      @Shanefrancis-vk8ks 13 วันที่ผ่านมา

      YES!!! That's exactly her name (Elizabeth Maria Hawley) so many people have recommended highly about her and am just starting with her 😊 from Brisbane Australia🇦🇺

    • @FavourMamahdhe
      @FavourMamahdhe 13 วันที่ผ่านมา

      I have heard a lot of wonderful things about Elizabeth Maria Hawley on the news but didn't believe it until now. I'm definitely trying her out

  • @KAustinHopper
    @KAustinHopper 10 วันที่ผ่านมา

    This guy's voice does not match his face.

  • @MrEmbrance
    @MrEmbrance 12 วันที่ผ่านมา +3

    dude doesn't know anything ai, he has to pretend because he's cto

    • @catshaman7098
      @catshaman7098 11 วันที่ผ่านมา +1

      Yeah, a couple minutes in I realized he’s just spitting words. Can’t complain when Microsoft axed their own AI team for OAI lol

  • @alessiograncini9564
    @alessiograncini9564 13 วันที่ผ่านมา +11

    this feels such a genuine interview