When is harness optimization enough? When does post-training make sense? What will determine who becomes the new AI hyperscaler?
@ypatil125, co-founder of
@appliedcompute, was the perfect person to discuss this and more.
Yash worked on Codex at OpenAI before leaving to co-found Applied Compute with fellow OpenAI researchers Rhythm Garg and Linden Li. Sixteen months in, the company is a unicorn, and is serving enterprises including DoorDash and Cognition.
We cover:
0:00 Intro
1:42 The Case for Owning Your Intelligence
4:35 OpenAI x Baseten and the Multi-Model Future
7:19 Can Post-Training Beat Frontier Models?
9:03 What Data Stays Out of Distribution
11:51 Data Efficiency and Continual Learning
14:31 When Updating Model Weights Makes Sense
16:01 Online Training in Practice
18:16 Lowering the Cost of Post-Training
19:48 Does Every Company Need Its Own Model?
24:06 RL in Non-Verifiable Domains
26:59 How Applied Compute Picks Customers
28:46 Building an Inference Business
34:43 The Case for a New AI Hyperscaler
38:21 Building RL Environments
41:33 Quickfire
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