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Martin Casado discusses the AI boom, comparing it to the 1990s tech wave, and explains why he believes we're still in the early stages of the cycle, with significant opportunities for innovation and value creation in areas like AI coding and infrastructure.
Pim de Witte shares the journey of turning Medal's 3.8 billion gaming action-labeled clips into General Intuition, a world model lab aiming to create spatial-temporal foundation models that can power 80% of atoms-to-atoms interactions by 2030, with a focus on game-inspired AI agents that can generalize across simulations and robotics.
Pim turned down a $500M OpenAI offer and instead founded General Intuition, a world models startup leveraging Medal's 3.8B action-labeled game clips to build AI agents that can navigate, learn, and transfer skills across games and real-world scenarios.
Ben Horowitz discusses how the US has lost ground in AI to China through restrictive policies, emphasizing the importance of open-source AI development and the critical role of cultural values encoded in AI model weights.