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The Twenty Minute VC · November 4, 2024 · 65m
Sam Altman on Scaling Laws, Semiconductors, and Where Startups Can Win
OpenAI CEO returns to discuss whether scaling laws will continue, the semiconductor supply chain, and which startup categories OpenAI will steamroll versus leave alone.
Highlights
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Scaling laws have not hit a wall — the next generation of models will be transformatively better
Altman reaffirms his conviction that scaling laws continue: more compute, more data, better training techniques produce predictably better models. The next generation leap will surprise even optimists.•
Startups should avoid building where foundation models will naturally expand — the steamroller zones
Altman gives unusually direct advice: don't build simple wrappers around GPT. Build in areas where domain expertise, proprietary data, or workflow integration create durable moats that models alone cannot replicate.