Control and Trust in AI Models

What aligns me with NVIDIA and I think is what the technical customers want, which is control

over their compute, their models, their data stack, and their alpha. They want to know they

own the means of production. It's not being transferred to someone else. They're not

interested in some fake deploy co that somehow is deploying tokens that transfers the alpha

to a third party. And the jig is up. And so we have to figure out a way both our products are

agnostic. We now sell a product to customers that allows you to switch from model to model.

And we're completely agnostic. But we need to rebuild trust. And that trust is going to happen

where everyone gets to ask and answer basic questions. Who owns the data? Where is it

are the prompts secure? Is this being transferred to you? Are you being,

okay, if it was so valuable, let's say I can make you a billion dollars tomorrow. Wouldn't I say,

I'll make you a billion dollars and I want 30%? Why are they charging for tokens if it's so

valuable? So then Alex, if the key from what I'm hearing you say is a secure American born

open source model, how quickly can your model compete with the frontier AI in terms of reasoning

Okay, what I'm claiming obviously slightly

true, but slightly self-centered is

It's the model plus an application layer plus compute. It is really all three

So in our jargon, it's the value the reason okay

Just look at our financials

The reason why everyone is chill axing with bad financials and growth with while losing money is the client it refuses to pay the true

cost the two places that actually make money like profit free cash flow are our

Application layer called ontology and compute

Okay

What I am not just claiming we can take an open model and in the classified or non classified context

Get it to the point of a frontier model

But a you control the weights

So what is the true cost not just what you're paying the true cost is not just is what you make

Minus what you lose meaning the value of your business

We can get the the frontier application to be exactly the same as a frontier model without

The risk of transferring the alpha of your business to another bit by the way

You could do this with a frontier closed model, too

But then the clients have to be able to ask and answer very basic questions. Are you keeping the data?

Are you going to enter our business?

What do you are in the classified context when the department of war goes to you and says I need this application?

Do they get to control the weights to do it or do you get to control the weight?

Are we really gonna outsource the battlefield of this country to the consensus view in Silicon Valley?

That is effing insane