Jeremiah Lowin: Explaining the New AI Paradigm – [Invest Like the Best, EP.307]

Jeremiah Lowin: Explaining the New AI Paradigm – [Invest Like the Best, EP.307]

My guest this week is Jeremiah Lowin. Jeremiah has been on the podcast a number of times over the years. He’s one of my oldest friends who has been a sounding board for me throughout my career. Today he is the founder and CEO of Prefect, which helps companies automate and orchestrate their dataflows. In full disclosure, Positive Sum is an investor in Prefect. We didn’t plan this conversation, but when OpenAI released ChatGPT, I called Jeremiah for a primer on what’s happening under the hood and how best to contextualize this product amidst the growing AI movement. We have these conversations often, but this time I decided to record it so we can all learn from someone I consider to be a leading mind in the fields of data science and machine learning. We start off in the weeds and zoom out as the discussion unfolds. Please enjoy this conversation with my friend, Jeremiah Lowin.
 
Listen to Founders podcast
 
Founders Episode #136 A Success Story: Estee Lauder 
 
Invest Like the Best with David Senra: Passion & Pain
 
For the full show notes, transcript, and links to mentioned content, check out the episode page here.
 
—–
 
This episode is brought to you by Tegus. Tegus streamlines the investment research process so you can get up to speed and find answers to critical questions on companies faster and more efficiently. The Tegus platform surfaces the hard-to-get qualitative insights, gives instant access to critical public financial data through BamSEC, and helps you set up customized expert calls. It’s all done on a single, modern SaaS platform that offers 360-degree insight into any public or private company. As a listener, you can take Tegus for a free test drive by visiting tegus.co/patrick.
 
—–
 
Today’s episode is brought to you by Brex. Brex is the integrated financial platform trusted by the world’s most innovative entrepreneurs and fastest-growing companies. With Brex, you can move money fast for instant impact with high-limit corporate cards, payments, venture debt, and spend management software all in one place. Ready to accelerate your business? Learn more at brex.com/best.
 
—–
 
Invest Like the Best is a property of Colossus, LLC. For more episodes of Invest Like the Best, visit joincolossus.com/episodes. 
 
Stay up to date on all our podcasts by signing up to Colossus Weekly, our quick dive every Sunday highlighting the top business and investing concepts from our podcasts and the best of what we read that week. Sign up here.
 
Follow us on Twitter: @patrick_oshag | @JoinColossus
 
Show Notes
[00:03:38] – [First question] – What a pre-trained transformer is 
[00:06:12] – What latent representation means in the context of AI models 
[00:09:57] – Models using math to interpret input data and generate images accurately 
[00:11:43] – Whether or not understanding AI complexity in light of the results they arrive at will become a black box scenario 
[00:14:13] – A high level history of the companies involved in generative AI
[00:17:51] – The precursory technology that makes generative AI art possible
[00:21:01] – What people are doing to improve AI models in between versions 
[00:26:39] – Things that are literally happening during AI training
[00:33:38] – Whether or not AI models might one day function as a utility like electricity
[00:36:01] – Coding using GitHub Copilot and what it’s felt like to use it 
[00:40:30] – How he’d approach starting an AI company from scratch 
[00:44:40] – Developing this technology beyond general and into specific use cases
[00:49:44] – The secret sauce for defensibility in the AI model space 
[00:53:02] – What he’s watching more closely as the story unfolds 
[00:56:32] – Whether or not he thinks that these toolkits will eventually learn how to use other systems like Unreal Engine on our behalf 

Show More

Backward
Play
Forward
1x speed
  • 0.5
  • 1
  • 1.5
  • 2
Other episodes
Palmer Luckey – Inventing the Future of Defense – [Invest Like the Best, EP.350]

Palmer Luckey – Inventing the Future of Defense – [Invest Like the Best, EP.350]

My guest today is Palmer Luckey. Palmer is the founder of Defense company Anduril Industries, which makes next-generation military technology for the US and its allies. Since bringing the company to life in 2017, Palmer and Anduril have disrupted the established order in the Defense industry. Prior to Anduril, Palmer founded Oculus VR, a virtual […]

424 downloads Invest Like the Best Oct 31, 2023
1h 14m
Aswath Damodaran – Making Sense of the Market Pt. 2 – [Invest Like the Best, EP.349]

Aswath Damodaran – Making Sense of the Market Pt. 2 – [Invest Like the Best, EP.349]

Today’s guest is Aswath Damodaran, who is joining us for a second time on Invest Like the Best. Aswath is a Professor of Finance at NYU’s Stern School of Business and is often referred to as the Dean of Valuation for his clarity of thought on the subject. This conversation picks up where we left […]

360 downloads Invest Like the Best Oct 24, 2023
1h 21m
Patrick Collison & John Collison – A Business State of Mind – [Invest Like the Best, EP.348]

Patrick Collison & John Collison – A Business State of Mind – [Invest Like the Best, EP.348]

My guests this week are the co-founders of Stripe, Patrick and John Collison. My conversation with John in 2020 is still one of our most popular. A key theme that emerged from that first discussion was John’s boundless curiosity for all things business and this conversation continues that thread. We talk about setting a strategy […]

316 downloads Invest Like the Best Oct 17, 2023
1h 18m
Strauss Zelnick – Playing to Your Strengths – [Invest Like the Best, EP.347]

Strauss Zelnick – Playing to Your Strengths – [Invest Like the Best, EP.347]

My guest this week is Strauss Zelnick, the CEO of leading game publisher Take-Two Interactive. Maybe most well-known for its hugely successful Grand Theft Auto game, Take-Two is a sophisticated, top-tier developer, publisher, and marketer of interactive entertainment that owns Rockstar Games and 2K. Strauss’s passion for entertainment led him strong and fast into the […]

385 downloads Invest Like the Best Oct 10, 2023
1h 14m
Rick Buhrman & Paul Buser – Find Your X, Nurture Your N – [Invest Like the Best, EP.346]

Rick Buhrman & Paul Buser – Find Your X, Nurture Your N – [Invest Like the Best, EP.346]

My guests this week are Rick Buhrman and Paul Buser. Rick and Paul spent over a decade managing the public equity portfolio at Notre Dame’s Endowment before leaving in 2020 to set up a permanent capital vehicle called Sator Grove. As you’ll hear in this conversation, they know, have studied, or have invested with most […]

404 downloads Invest Like the Best Oct 03, 2023
1h 58m
Jack Altman & Miles Grimshaw – Building and Investing in Lattice – [Invest Like the Best, EP.345]

Jack Altman & Miles Grimshaw – Building and Investing in Lattice – [Invest Like the Best, EP.345]

My guests today are Jack Altman and Miles Grimshaw. Jack is the co-founder and CEO of Lattice, an HR software platform. Miles is a General Partner at Benchmark, an early investor and Board Director at Lattice, as well as a former guest on Invest Like the Best. Jack started Lattice in 2015 and has scaled […]

489 downloads Invest Like the Best Sep 26, 2023
1h 19m
Michael Simanovsky – A Platform Approach to Real Estate – [Invest Like the Best, EP.344]

Michael Simanovsky – A Platform Approach to Real Estate – [Invest Like the Best, EP.344]

My guest today is Michael Simanovsky. Mike is the Managing Partner of Conversant Capital, a real estate investment firm he founded in early 2020. Conversant aims to be the most flexible capital provider in real estate, investing across public and private markets as well as equities and credit. The firm will also incubate platforms where […]

395 downloads Invest Like the Best Sep 19, 2023
1h 6m
David Senra – In Service of Founders – [Invest Like the Best, EP.343]

David Senra – In Service of Founders – [Invest Like the Best, EP.343]

My guest today is David Senra, the creator and host of Founders Podcast. With an incredible appetite for biographies, David has delved into the lives of over three hundred entrepreneurs, extracting invaluable wisdom that he shares with his audience each week. Throughout the conversation, we discuss David’s love of podcasts, and what can be gained […]

385 downloads Invest Like the Best Sep 12, 2023
1h 24m
Will England – A Primer on Multi-Strategy Hedge Funds – [Invest Like the Best, EP.342]

Will England – A Primer on Multi-Strategy Hedge Funds – [Invest Like the Best, EP.342]

My guest today is Will England, the CEO and Co-CIO of Walleye Capital. Walleye is a multi-strategy hedge fund headquartered in Minnesota that manages around $5 billion. Our conversation is a primer on multi-strategy hedge funds, which have become a force in markets through the success of firms like Millenium, Citadel, Point72, and Balyasny. We […]

499 downloads Invest Like the Best Sep 05, 2023
1h 19m
Suggested Stories

Who would have guessed laws required companies to request...

DisinterestedSep 25, 2022
0 mins read

The question of whether abortion should be legal has been...

DanielJun 26, 2022
4 mins read

Four-time major winner Brooks Koepka has also left the PG...

sportislife15Jun 26, 2022
0 mins read

The subsidisation of unreliable “renewable” power is why ...

DisinterestedJun 19, 2022
0 mins read

LIV Golf is off to a good start, whatever the PGA Tour an...

sportislife15Jun 11, 2022
4 mins read

All governments eventually lose power, but the Liberal Pa...

DanielMay 29, 2022
4 mins read