I’ve watched this 3 times now
1) it’s so cool that
@sequoia and
@sonyatweetybird share these sessions. There is a lot of slop on YouTube, but these events are insanely high signal. So thank you for sharing!
2)
@gabepereyra seems like an animal and I think, indirectly, gives one of the strongest arguments for why the vertical layer is set to exceed the horizontal layer in many domains, by effectively operating a Moneyball approach building on the frontier ecosystem (SOTA models, open weight models, but also post-training, eval architecture, etc). And how deploying AI agents to do things like create vertical eval loops is accelerating what a smaller vertical lab can do.
Proof will be in the pudding, as they say, but it has been hard for vertical AI to keep up with the constantly improving pre-train bar from horizontal AI. It feels like we are nearing an acceleration moment across domains where the pre-training / generalization thesis hits a wall and the post-training & “Moneball” approach on horizontal AI ecosystem starts to actually solve real commercial problems in domains like law & finance.
Exciting times.