SF Trip Report: AI Industry Insights
Inside scoop from San Francisco's AI scene.
base level of SF tech scene is really cracked talk to people at events and they're instantly aligned people have an intuitive "american ambition"
frontier labs "cascade" their power in? i mean a lot of people work for the labs and then a lot of people know people who work at labs -> get info from those
Anthropic
90% of internal code written by ai now real statistic not imaginary
next video model going to be sick (veo3.1, veo4?) gemini3 coming out (VERY INSANE MODEL) internal code freeze after mid-nov (after thanksgiving)
Waymo
growing 10-20% m/m actually fucking works. ITS A SELF DRIVING TAXI IT FEELS SAFER THAN HUMAN DRIVERS it handles all edge cases too its legit currently in 5 cities, w. more being piloted
Meta
rate of AI improvement will increase (but maybe not exponential) software development cycle is speeding up significantly ask yourself, what capability do i want -> then eval/measurements
OpenAI
new agents builder release 5 pro is actually good AND can do "browser use" deep research codex is actually good
AI improvements
will come from hardware side and algo side both uncertain which will actually be the bigger grower
nvidia ruben will be rly big memory demand will be insane and ruben architecture is physically bigger = more room to implement memory (note: memory stocks & storage stocks really good right now!)
Sales
value of personal relationships and human trust building is going up don't let your advocates lose face or fail lead with what value you can give
Crypto
doesnt seem to be so hot of a topic, everyone is into AI instead some people excited about stocks tokenization, or other RWA tokenization a lot of ppl get crypto, but not a huge level of excitement rn compared to other tech areas
also not enthusiastic with EU's chances to stay competitive considering all this. overregulation, gdpr, lack of support for innovators. very bad if there's a new industrial revolution happening and EU is 10 years behind on that.