I am also somewhat confused about this, but I could buy that if they could eg reliably discover novel scientific insights that’d be pretty lucrative. I also put some credence on investors being willing to make very speculative bets on sexy things like interpretability, without a great business plan, especially since Golden Gate Claude seemed to impress a lot of VCs. Idk at which round this stops working, I’d have guessed Series B is too far but who knows. But I do think it’s plausible there’s some killer app via interpretability with real commercial value, and that this would be easiest to monetise via customers who use open source models/train their own.
Thanks for sharing the thread with Tom, I hadn’t seen that—sounds like he and I are on the same page here.
I am also somewhat confused about this, but I could buy that if they could eg reliably discover novel scientific insights that’d be pretty lucrative. I also put some credence on investors being willing to make very speculative bets on sexy things like interpretability, without a great business plan, especially since Golden Gate Claude seemed to impress a lot of VCs. Idk at which round this stops working, I’d have guessed Series B is too far but who knows. But I do think it’s plausible there’s some killer app via interpretability with real commercial value, and that this would be easiest to monetise via customers who use open source models/train their own.
Thanks for sharing the thread with Tom, I hadn’t seen that—sounds like he and I are on the same page here.