The Minutes

On the record about

ai models

4 people · 7 quotes · 2 Feb 2024 to 20 May 2026

Who is on this subjectordered by the date of their first quote here

4 of 4 lanes rest on fewer than 5 quotes and are marked thin. Offsets are days from the middle first-quote date, 7 Mar 2024 — a date, and nothing else. It is not a claim about who reached a view first.

The chronologysourced and dated, oldest first

    1. Brad Gerstner

      Gerstner predicts Anthropic models will match GPT-4 and 4.5 turbo quality in the near term.

      “They're gonna have models which are every bit as good, you know, in the near term as chat GPT four and four point five turbo, etcetera.”

      2 Feb 2024 · CNBC Television · 3:56 · source · permalink
    2. Bill Gurley

      Gurley says Tesla replaced coded self-driving with neural network using driver videos as input and controls as output.

      “What we learned this week is that they've completely tossed all of that out and gone with a neural network model where they're uploading videos from their best drivers.”

      7 Mar 2024 · BG2 Pod · 6:32 · source · permalink
    3. Dylan Patel

      “if they put them all in one cluster, they could have a bigger model than any of the labs next year. Right?”

      2 Oct 2024 · Dwarkesh Patel · 27:48 · source · permalink
    1. Dylan Patel

      Patel reports AI models improved from under 4% to 70% on Frontier Math in six months.

      “Like, can't do all the math, all the problems in frontier math. And the models went from sub 4% to 70% in six months.”

      22 Jun 2025 · Going Direct · 12:41 · source · permalink
    2. Dylan Patel

      Patel reports AI models improved from below 4% to 70% accuracy on Frontier Math in six months across multiple companies.

      “frontier math. And the models went from sub 4% to 70% in six months. Right? And this is from not just OpenAI, but also Anthropic and Google and DeepSeek.”

      22 Jun 2025 · Going Direct · 12:46 · source · permalink
    3. Brad Gerstner

      Gerstner notes Alibaba's Qwen model has passed 400 million downloads under Apache 2.0 license.

      “Of course, that's released like these other models under the Apache 2.0 open source license, so very open, as Bill's talked about.”

      31 Jul 2025 · BG2 Pod · 5:16 · source · permalink
    1. Gavin Baker

      Baker says understanding frontier AI now requires enterprise usage-based plans, not consumer subscriptions, due to rate limiting.

      “To understand what Frontier AI is capable of today, even for a non coding use case, need to have Cloud Code or Codex five point Codex. And you need to be on an enterprise plan.”

      20 May 2026 · Invest Like the Best · 36:49 · source · permalink

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