It is betting that letting models watch a ton of video will lead to models that understand how the world works better than they could by reading about how the world works or from any other human-mediated data source.
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David believes the industry is still in its Blockbuster era, with most of the world's banking still running through branches and incumbent banks, and that AI will make digital banks dramatically more efficient than the incumbents they compete with.
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Their goal is a closed loop where the system being improved is also doing the improving, across components including models, harnesses, and eventually more of the AI stack.
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Middle managers were increasingly turning to using AI instead of interns, cuz it it does the work and doesn't cry, right? And so, as a result, you saw this loop where nobody was learning the sort of entry skills before.
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