젠신 임팩트를 개발한 miHoYo는 최신 AI 에이전트에 대한 86페이지 분량의 설문조사 보고서를 공동 집필했습니다.
참고로 겐신 임팩트는 연간 10억 달러 이상의 매출을 올리는 역대 최대 규모의 오픈월드 모바일 게임 중 하나입니다.
이 논문은 인지 핵심(추론, 기억, 계획), 지각(텍스트, 시각, 청각), 행동(텍스트, 도구 사용, 구현), 참여자(단일 에이전트, 멀티 에이전트, 인간-AI 혼합), 환경(가상 샌드박스, 물리적) 등 여러 축을 고려한 훌륭한 개요를 제공합니다.
스탠포드 스몰빌('제너레이티브 에이전트')을 겐신이나 다른 대형 MMORPG의 플레이어 기반까지 확장할 수 있다면 꽤나 멋진 광경이 될 것입니다. 인간과 AI 에이전트 모두 제가 예측할 수 없는 놀라운 돌발 행동을 할 수 있을 테니까요.
안타깝게도 효율성과 비용이 이러한 대규모 배포를 가로막는 주요 과제입니다. 일단은요.
논문 "대규모 언어 모델 기반 에이전트의 부상과 잠재력: 설문 조사": http://arxiv.org/abs/2309.07864
이를 바탕으로 두뇌, 지각, 행동이라는 세 가지 주요 구성 요소로 구성된 LLM 기반 에이전트의 일반적인 프레임워크를 제시하고, 이 프레임워크는 다양한 애플리케이션에 맞게 조정할 수 있습니다. 이어서 단일 에이전트 시나리오, 다중 에이전트 시나리오, 인간과 에이전트 간의 협력이라는 세 가지 측면에서 LLM 기반 에이전트의 광범위한 적용 사례를 살펴봅니다. 그 다음에는 에이전트 사회에 대해 자세히 살펴보고 LLM 기반 에이전트의 행동과 성격, 에이전트 사회에서 나타나는 사회 현상, 인간 사회에 제공하는 인사이트에 대해 알아봅니다.
참고로 겐신 임팩트는 연간 10억 달러 이상의 매출을 올리는 역대 최대 규모의 오픈월드 모바일 게임 중 하나입니다.
이 논문은 인지 핵심(추론, 기억, 계획), 지각(텍스트, 시각, 청각), 행동(텍스트, 도구 사용, 구현), 참여자(단일 에이전트, 멀티 에이전트, 인간-AI 혼합), 환경(가상 샌드박스, 물리적) 등 여러 축을 고려한 훌륭한 개요를 제공합니다.
스탠포드 스몰빌('제너레이티브 에이전트')을 겐신이나 다른 대형 MMORPG의 플레이어 기반까지 확장할 수 있다면 꽤나 멋진 광경이 될 것입니다. 인간과 AI 에이전트 모두 제가 예측할 수 없는 놀라운 돌발 행동을 할 수 있을 테니까요.
안타깝게도 효율성과 비용이 이러한 대규모 배포를 가로막는 주요 과제입니다. 일단은요.
논문 "대규모 언어 모델 기반 에이전트의 부상과 잠재력: 설문 조사": http://arxiv.org/abs/2309.07864
이를 바탕으로 두뇌, 지각, 행동이라는 세 가지 주요 구성 요소로 구성된 LLM 기반 에이전트의 일반적인 프레임워크를 제시하고, 이 프레임워크는 다양한 애플리케이션에 맞게 조정할 수 있습니다. 이어서 단일 에이전트 시나리오, 다중 에이전트 시나리오, 인간과 에이전트 간의 협력이라는 세 가지 측면에서 LLM 기반 에이전트의 광범위한 적용 사례를 살펴봅니다. 그 다음에는 에이전트 사회에 대해 자세히 살펴보고 LLM 기반 에이전트의 행동과 성격, 에이전트 사회에서 나타나는 사회 현상, 인간 사회에 제공하는 인사이트에 대해 알아봅니다.
Introducing Sequoia’s latest market map!
Health is so fundamental to our quality of life, but healthcare is rife with administrative inefficiencies. Healthcare expenditures are almost 20% of U.S. GDP.
Disruption in this space has always been difficult, but gen AI is poised to change the healthcare industry – not just driving efficiency, but dramatically improving patient outcomes. We are excited to meet the innovators driving change in this space.
Please give us feedback and let us know what we missed! https://lnkd.in/gmcEQ4d4
Health is so fundamental to our quality of life, but healthcare is rife with administrative inefficiencies. Healthcare expenditures are almost 20% of U.S. GDP.
Disruption in this space has always been difficult, but gen AI is poised to change the healthcare industry – not just driving efficiency, but dramatically improving patient outcomes. We are excited to meet the innovators driving change in this space.
Please give us feedback and let us know what we missed! https://lnkd.in/gmcEQ4d4
lnkd.in
LinkedIn
This link will take you to a page that’s not on LinkedIn
중국의 Summarization 연구하던 연구자들이 화가 많이 났네요. 이제 Summarization 연구는 더 이상 끝났다고 논문을 통해 선언합니다.
Summarization is (Almost) Dead
https://arxiv.org/abs/2309.09558
GPT와 같은 Large Language Model (LLM) 들이 너무나 좋은 성능을 보여주면서, 기존의 많은 자연어 처리 연구 주제들을 무용지물로 바꾸어 버렸습니다.
Summarization은 대표적인 자연어 처리 연구 주제 중에 하나이고, 이를 개선하기 위해 정말 다양한 연구들이 활발히 진행됐었구요.
그런데 이제 그 어떤 방법을 써도 LLM들이 할 수 있는 것에 못 미치는 상황이 되었습니다. LLM 연구자들은 보통 summarization은 일종의 test set일 뿐 실제 이를 개선하기 위한 많은 노력을 하지도 않았는데요.
먼가 산업 혁명 시대 변화와 오버랩되네요.
Summarization is (Almost) Dead
https://arxiv.org/abs/2309.09558
GPT와 같은 Large Language Model (LLM) 들이 너무나 좋은 성능을 보여주면서, 기존의 많은 자연어 처리 연구 주제들을 무용지물로 바꾸어 버렸습니다.
Summarization은 대표적인 자연어 처리 연구 주제 중에 하나이고, 이를 개선하기 위해 정말 다양한 연구들이 활발히 진행됐었구요.
그런데 이제 그 어떤 방법을 써도 LLM들이 할 수 있는 것에 못 미치는 상황이 되었습니다. LLM 연구자들은 보통 summarization은 일종의 test set일 뿐 실제 이를 개선하기 위한 많은 노력을 하지도 않았는데요.
먼가 산업 혁명 시대 변화와 오버랩되네요.
arXiv.org
Summarization is (Almost) Dead
How well can large language models (LLMs) generate summaries? We develop new datasets and conduct human evaluation experiments to evaluate the zero-shot generation capability of LLMs across five...
Is only summarization dead? Or will new type of ai replace traditional computings?
Most people missed one of the most important news of the summer - open-access multi-modal (image + text) model coming out of Hugging Face!
You can optimize it, fine-tune it and customize it for your use-case: https://lnkd.in/eWCGJ3Fn
You can try the fun version of it here: https://lnkd.in/eMQA66bq or the general playground here: https://lnkd.in/epbMhXxX
What will/should the community build with it?
You can optimize it, fine-tune it and customize it for your use-case: https://lnkd.in/eWCGJ3Fn
You can try the fun version of it here: https://lnkd.in/eMQA66bq or the general playground here: https://lnkd.in/epbMhXxX
What will/should the community build with it?
lnkd.in
LinkedIn
This link will take you to a page that’s not on LinkedIn
I sent 53 cold emails to Marc Benioff, and each was individually crafted with different hooks, different personal anecdotes, I A/B tested cold emails to the extreme and finally, it worked.
From the future of SF, the balance of in-office vs work from home, and the future of AI, this is a truly special one. Coming on Monday!
#founder #funding #business #investing #vc #venturecapital #entrepreneur #startup #salesforce
From the future of SF, the balance of in-office vs work from home, and the future of AI, this is a truly special one. Coming on Monday!
#founder #funding #business #investing #vc #venturecapital #entrepreneur #startup #salesforce
How Jeff Bezos produces unique insights:
“Jeff has an uncanny ability to read a narrative and consistently arrive at insights that no one else did, even though we were all reading the same narrative.
After one meeting, I asked him how he was able to do that.
He responded with a simple and useful tip that I have not forgotten:
He assumes each sentence he reads is wrong until he can prove otherwise.
He's challenging the content of the sentence, not the motive of the writer.
Jeff, by the way, was usually among the last to finish reading.”
“Jeff has an uncanny ability to read a narrative and consistently arrive at insights that no one else did, even though we were all reading the same narrative.
After one meeting, I asked him how he was able to do that.
He responded with a simple and useful tip that I have not forgotten:
He assumes each sentence he reads is wrong until he can prove otherwise.
He's challenging the content of the sentence, not the motive of the writer.
Jeff, by the way, was usually among the last to finish reading.”
Earlier today, Cisco announced its intention to acquire Splunk for $28b , a 30% premium to the closing price.
Reviewing the financials, we see Splunk is a very healthy business.
$3.6b in revenues growing at 37% places the business in the top quartile of public software companies. The 78% gross margin is 6 percentage points greater than the public median.
The estimated sales efficiency at 0.6 is top quartile. This means for every sales and marketing dollar invested the company purchases an additional 60 cents of gross profit in the next period. The net income margin of negative 7.6% is in line with most other software companies.
Now let's examine the valuation of the business. before the announcement of the acquisition a company traded at a 4.2x forward revenue multiple. The implied multiple after the M&A is 5.7x, assuming the acquisition price is at $28b.
Our internal model predicts the forward multiple based on similar companies should be about 7.5x. It was a bit overoptimistic with the Klaviyo valuation (predicted $10b ; it opened at $9.3b & actual as of today is $8.5b) but this may be due to the recent downdraft in the market after the Fed indicated a longer period of high-rates & alluded to potentially raising rates once more this year.
The Cisco acquisition continues the trend of take-privates that includes New Relic for $6.5b, Qualtrics for $12.5b, & Software AG for $2.4b - all in the last 6 months.
Reviewing the financials, we see Splunk is a very healthy business.
$3.6b in revenues growing at 37% places the business in the top quartile of public software companies. The 78% gross margin is 6 percentage points greater than the public median.
The estimated sales efficiency at 0.6 is top quartile. This means for every sales and marketing dollar invested the company purchases an additional 60 cents of gross profit in the next period. The net income margin of negative 7.6% is in line with most other software companies.
Now let's examine the valuation of the business. before the announcement of the acquisition a company traded at a 4.2x forward revenue multiple. The implied multiple after the M&A is 5.7x, assuming the acquisition price is at $28b.
Our internal model predicts the forward multiple based on similar companies should be about 7.5x. It was a bit overoptimistic with the Klaviyo valuation (predicted $10b ; it opened at $9.3b & actual as of today is $8.5b) but this may be due to the recent downdraft in the market after the Fed indicated a longer period of high-rates & alluded to potentially raising rates once more this year.
The Cisco acquisition continues the trend of take-privates that includes New Relic for $6.5b, Qualtrics for $12.5b, & Software AG for $2.4b - all in the last 6 months.
Chamath Palihapitiya, the “King of SPACs,” lost his investors more than $12B with his 6 SPAC IPOs. Today, Clover and Akili have 0 enterprise value. Virgin Galactic’s is barely hovering at ~$100M.
If you invested $100 into each of Chamath’s SPACs at the peak of the market in Dec 2021, you’d have lost a whopping 73% of your investment. That’s worse than the S&P 500 (-9%), all SPACS (-32%), bitcoin (-44%), and the memestock GameStop (-54%).
So much for the Warren Buffet of the Reddit age. Amazingly, the real Buffet generated a positive return of 22% during the same period.
The poor performance of SPACs — and of Chamath — is a fantastic demonstration of the destructive power of poorly constructed incentives.
—
SPACs were all the rage during the stock mania of 2020 and 2021. Proponents of SPACs argue that they “democratize” access to private unicorns that generally delay going public because of the laborious IPO process.
SPACs provide a way for any private company to go public quickly. SPAC sponsors first IPO a shell company, typically raising hundreds of millions of proceeds. They then hunt for unicorns to “buy” and take public, merging the shell company with the private company.
For doing all this work, the sponsors are compensated with SPAC founder shares worth roughly 20% of the initial capital raised (eg $40M on $200M raised).
Therein lies in the problem. Sponsors are compensated handsomely regardless of these companies’ long-term performance. They just had to make the target companies sound appealing enough to attract enough investors for enough time to sell their founder shares.
—
I gotta give it to him. Chamath really is a great poker player. He cashed in his chips and profited off these deals to the tune of $750M. But those who believed and went “all-in” weren’t so lucky.
해시태그#Chamath 해시태그#SPAC 해시태그#Investing 해시태그#Markets
If you invested $100 into each of Chamath’s SPACs at the peak of the market in Dec 2021, you’d have lost a whopping 73% of your investment. That’s worse than the S&P 500 (-9%), all SPACS (-32%), bitcoin (-44%), and the memestock GameStop (-54%).
So much for the Warren Buffet of the Reddit age. Amazingly, the real Buffet generated a positive return of 22% during the same period.
The poor performance of SPACs — and of Chamath — is a fantastic demonstration of the destructive power of poorly constructed incentives.
—
SPACs were all the rage during the stock mania of 2020 and 2021. Proponents of SPACs argue that they “democratize” access to private unicorns that generally delay going public because of the laborious IPO process.
SPACs provide a way for any private company to go public quickly. SPAC sponsors first IPO a shell company, typically raising hundreds of millions of proceeds. They then hunt for unicorns to “buy” and take public, merging the shell company with the private company.
For doing all this work, the sponsors are compensated with SPAC founder shares worth roughly 20% of the initial capital raised (eg $40M on $200M raised).
Therein lies in the problem. Sponsors are compensated handsomely regardless of these companies’ long-term performance. They just had to make the target companies sound appealing enough to attract enough investors for enough time to sell their founder shares.
—
I gotta give it to him. Chamath really is a great poker player. He cashed in his chips and profited off these deals to the tune of $750M. But those who believed and went “all-in” weren’t so lucky.
해시태그#Chamath 해시태그#SPAC 해시태그#Investing 해시태그#Markets
제가 10.5일부터 SF에서 짧으면 1달 길면 Thanks Giving 까지 머물 예정인데요 😉️️️️️️ 주로 AI로 창업/투자하는 분들, AI Researcher/Engineer 그리고 AI가 아니더라도 재미있는 문제를 푸는 사람들과 교류할 생각입니다. 뉴욕과 남미 쪽도 다녀올 생각이에요!
SF에 있는 창업팀, 투자자, 빌더, 리서처 중에서 추천해주실만한 사람/회사가 있을까요?~ 직접 아시지 못해도 알려주시는 것만으로도 도움 될 것 같습니다. 콜드콜은 자신 있거든요 🫡️️ @startup_learner으로 DM 주세요.
소개해주셔서 만난 경우는 그 분과 대화하고 이야기했던 내용들을 상세히 공유드리도록 해볼게요!
SF에 있는 창업팀, 투자자, 빌더, 리서처 중에서 추천해주실만한 사람/회사가 있을까요?~ 직접 아시지 못해도 알려주시는 것만으로도 도움 될 것 같습니다. 콜드콜은 자신 있거든요 🫡️️ @startup_learner으로 DM 주세요.
소개해주셔서 만난 경우는 그 분과 대화하고 이야기했던 내용들을 상세히 공유드리도록 해볼게요!
👍4❤1
Continuous Learning_Startup & Investment pinned «제가 10.5일부터 SF에서 짧으면 1달 길면 Thanks Giving 까지 머물 예정인데요 😉️️️️️️ 주로 AI로 창업/투자하는 분들, AI Researcher/Engineer 그리고 AI가 아니더라도 재미있는 문제를 푸는 사람들과 교류할 생각입니다. 뉴욕과 남미 쪽도 다녀올 생각이에요! SF에 있는 창업팀, 투자자, 빌더, 리서처 중에서 추천해주실만한 사람/회사가 있을까요?~ 직접 아시지 못해도 알려주시는 것만으로도 도움 될 것 같습니다. 콜드콜은…»