20VC: Anj Midha on Investing $300M into Anthropic | The Early Days of Anthropic & How 21 of 22 VCs Turned it Down | The Four Bottlenecks to Compute | What the China Has Smashed and Why We Should Be Worried
- •
Scaling laws still drive super exponential performance gains
“throwing more compute at the problem is probably having, yeah, super exponential gains right now per iteration.”
- •
Culture is the most critical bottleneck for AI
“I think that culture actually might be the most important bottleneck of all time.”
- •
Internet data scarcity limits scientific model reasoning
“they were just missing a lot of the the physics and chemistry data you need to reason about the physical world.”
- •
Vertical integration solves missing context feedback loops
“Wherever there are some unique context feedback loops that are missing today, that's where you probably have the biggest bottlenecks”
- •
Robotic physical labs generate essential training data
“the way we solve that at Periodic was, you know, set up a physical lab with robots doing all that.”