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There are two competing visions for the future of the AI business, according to Marc Andreessen. Instead, it's one of the most fundamental (and arguably surreal) questions facing the AI industry today, according to legendary investor Marc Andreessen. In the first vision, AI startups are in a winner-takes-all race. These AI models, such as Meta's Llama offerings, are freely available for almost anyone to use, while OpenAI sells access to propriety, closed models. But if downloadable, open-source models pull all prices down to the "cost of production," then Andreessen's first vision — of "infinite profits" — starts to appear a little less likely.
Persons: Marc Andreessen, isn't, , Andreessen, there's, Rice, OpenAI, Kevin Weil, Robert Nishihara, Weil, Mark, Zuckerberg Organizations: Service, Google, Ray Summit, Anyscale, Meta Locations: San Francisco
OpenAI's chief product officer isn't worried that the rise of open-source will cause the second. In the first vision, AI startups are in a winner-takes-all race. AdvertisementOn Wednesday, OpenAI chief product officer Kevin Weil took to the stage, where Anyscale cofounder Robert Nishihara asked him what open-source models mean for OpenAI's business. These AI models, such as Meta's Llama offerings, are freely available for almost anyone to use, while OpenAI sells access to propriety, closed models. But if downloadable, open-source models pull all prices down to the "cost of production," then Andreessen's first vision — of "infinite profits" — starts to appear a little less likely.
Persons: Marc Andreessen, isn't, , Andreessen, there's, Rice, OpenAI, Kevin Weil, Robert Nishihara, Weil, Mark, Zuckerberg Organizations: Service, Google, Ray Summit, Anyscale, Meta Locations: San Francisco
OpenAI exec Kevin Weil told BI the company has a "great bench" after CTO Mira Murati abruptly quit. AdvertisementThe hundreds of attendees at Ray Summit, an AI conference in San Francisco, were originally hoping to hear from Mira Murati, the chief technology officer of OpenAI, on Wednesday. AdvertisementIn a brief interview with Business Insider immediately afterwards, Weil praised Murati while downplaying the impact of her departure. Weil, a former Instagram executive, highlighted Mark Chen as an example of the talent still around at OpenAI. "So I'm really excited to partner with him and I'm really optimistic about what we're building."
Persons: Kevin Weil, Mira Murati, Weil, , Murati, Robert Nishihara, OpenAI, Mira, I've, Mark Chen, Chen, you've, I'm, Jane Street, Sam Altman, Ilya Sutskever, superalignment, Jan Leike, John Schulman, Barret Zoph, Bob McGrew, Bob, we've, We've Organizations: Service, Ray Summit, Business, Integral Technology, MIT Locations: OpenAI, San Francisco, Silicon
Beneath the buzz, the next-generation developer framework Ray was key in the viral model's training. "ChatGPT combined a lot of the previous work on large language models with reinforcement as well. Before deploying Ray, OpenAI used a hodgepodge set of custom tools built on top of "neural programmer-interpreter" model. All these tools, Ray and JAX included, are in service to a new generation of combustion engines for the internet called large language models. Multiple companies, both startups and giants, are building their own large language models including Meta, Hugging Face, OpenAI, and Google.
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