Love me a $2 trillion valuation with $4.6 billion in revenue and a $42 billion net loss 🔥🔥🔥🔥
Can’t wait to see the initiating coverage reports from GS and MS explaining their methodologies
at perplexity we are really excited about multi-agent collaboration! we recently explored a simple instantiation of this with advisor escalation from a local model to a remote frontier model, where we showed it can significantly boost the local model's performance.
an alternative way i like to think about this: the local model becomes a **gateway** to remote models. its main job is to preprocess all the raw tokens, package them into fewer, more information-dense tokens, and send only those to the server. this preprocessing has several advantages: it reduces cost and latency, enables personalization, and allows privacy controls. already such approaches can save 50% of tokens, but imagine a future where 90%+ of tokens are processed locally and only 10% are sent to the server for the last-mile hardest reasoning. that is a 10x cost reduction and a much more pleasant UX due to low latency.
training such a multi-agent system is not an easy problem and still requires a lot of research in multi-agent RL, but we are making good progress and actively hiring for this. if this sounds interesting please DM me
A background process that continually ingests context from every single connector (or app), performs multi-hop reasoning in a perpetual inference loop, and runs on your hardware. That is the future.
We analyzed Kimi K3 vs. Claude Fable 5 for software engineering tasks using DeepSWE.
Kimi K3 gets you the same performance as Fable 5 at ~35% of the price, and it actually pulls ahead at higher pass@k's. More insights in the thread!
Big news: Kimi-K3 by @Kimi_Moonshot is now #1 in the Frontend Code Arena with 1679 pts, surpassing Claude Fable 5.
This is a 17-place jump from Kimi-k2.6 (#18 -> #1).
In Frontend, Kimi-K3 ranked #1 in 6 of 7 domains: Brand & Marketing, Reference-Based Design, Data & Analytics, Consumer Product, Simulations, and Content Creation Tools, landing #2 only in Gaming behind Fable 5.
The full model weights will be released by July 27.
Congrats to the @Kimi_Moonshot team on this major milestone!
"The #1 reason AI SDRs and sales reps, trained correctly, actually work?
Because they'll follow up with each and every lead.
Not just the best ones." with @lennysan
Snowflake CEO Frank Slootman explains why your company priorities are wrong
“I found out early on that if you can whittle things down to just one thing, you become unstoppable. Unfortunately, people resist whittling things down to one thing because it’s really hard to decide what that one thing is.”
The former Snowflake and ServiceNow CEO continues:
“People have a very easy time telling you what their top 3-5 things are because hopefully the right things are in there somewhere… I can’t tell you how many board meetings I’ve been in where the CEO puts a PowerPoint up and it’s one bullet after another listing all of the things that are their priorities. You just know that they’re going to be a mile wide and an inch deep, swimming in glue, moving like molasses. The energy is leaving my body already just watching a long list of priorities… You’ve basically devalued what you should be doing because you’re time-sharing now with all of these other things.”
Mr. Slootman urges founders to think really hard about the one thing that matters most to your business and focusing entirely on that.
If you can’t decide, just pick one:
“I like to do things in sequence. Even if you’re not sure, do it anyways. Because in the process of doing, you’re going to find out whether you’re right, wrong, or somewhere in between, and you can adjust.”
When you prioritize just one thing, things move much faster:
“Things are going to go much quicker because have a narrower plan of attack. It’s energizing. The pace picks up.”
Source: @twistartups@Jason (Jan 2022)
All of this is going to rapidly change in the next couple years because of OpenAI Ads (and eventually Gemini Ads, and other model providers). Ads are coming to AI models and most people do not expect how big and how different ads in AI models are going to be.
We have a small glimpse into this world at Lapis but very exciting for the future of adtech