#465: The AI Revolution Won't Be Monopolized Transcript
00:00 There hasn't been a boom like the AI boom since the dot-com days, and it may look like a space
00:05 destined to be controlled by a couple of tech giants. But Ines Montani thinks open source will
00:11 play an important role in the future of AI. I hope you join us for this excellent conversation
00:16 about the future of AI and open source. This is Talk Python to Me, episode 465, recorded May 8th,
00:23 2024.
00:23 Are you ready for your host?
00:26 You're listening to Michael Kennedy on Talk Python to Me. Live from Portland, Oregon,
00:31 and this segment was made with Python.
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01:29 talkpython.fm/Pork Bun. Before we jump into the show, a quick announcement. Over at Talk Python, we just
01:36 launched a new course, and it's super relevant to today's topic. The course is called Getting Started with
01:42 NLP and Spacey. It was created by Vincent Warmerdom, who has spent time working directly on Spacey at
01:48 Explosion AI. The course is a really fun exploration of what you can do with Spacey for processing and
01:53 understanding text data. And Vincent uses the past nine years of Talk Python transcripts as the core data for the
02:00 course. If you have text data you need to understand, check out the course today at talkpython.fm/Spacey.
02:06 The link is in your podcast player show notes. Now on to more AI and Spacey with Ines.
02:12 Ines, welcome back to Talk Python.
02:14 Thanks for having me. Yeah, thanks for having me back again.
02:16 You're one of my favorite guests. It's always awesome to have you.
02:19 Oh, thanks. You're my favorite podcast.
02:20 Thank you. We have some really cool things to talk about. Spacey, some of course, but also more broadly,
02:28 we're going to talk about just LLMs and AIs and open source and business models and even monopolies.
02:35 I'm going to cover a lot of things. You've been kind of making a bit of a roadshow, a tour around
02:42 much of Europe talking about some of these ideas, right?
02:45 Yeah, I've gotten invited to quite a few conferences. And I feel like this is like after COVID, the first
02:51 like proper, proper year again that I'm like traveling for conferences. And I was like, why not?
02:56 And I think especially now that so much is happening in the AI space, I think it's actually really nice
03:01 to go to these conferences and connect with actual developers. Because, you know, if you're just
03:06 sitting on the internet and you're scrolling, I don't know, LinkedIn, and sometimes it can be really
03:11 hard to tell like what people are really thinking and what's, do people really believe some of these
03:16 hot, weird takes that people are putting out there. So yeah, it was very, very nice to talk about
03:22 some of these ideas, get them checked against what developers think. So yeah, it's been really cool.
03:28 And there's more to come. Yeah, I know. I'll be traveling again later this month to Italy for
03:33 PyCon for my first time, then PyData London, and who knows what else.
03:37 If you must go to Italy and London, what terrible places to spend time in, huh?
03:42 I'm definitely very open for tips, especially for Italy, for Florence. I've never, I've never been,
03:46 I've never been to Italy ever. So.
03:49 Oh, awesome. I've been to Rome, but that's it. And so I don't have any tips, but London is,
03:54 London is also fantastic. Yeah.
03:55 Cool. So people can check you out, but maybe, I think, do you have a list of that publicly where
04:00 people can see some of your talks? We can put that in the show notes. Yeah.
04:03 Yeah. It's on my website. And then also on the explosion side of our company, we've actually
04:08 added an events page because it came up a lot that like either me, Matt, people from our team
04:13 giving talks. And so we thought like, Hey, let's, and podcasts as well. So let me be collecting
04:17 everything on one page, all the stuff we're doing, which is kind of fun.
04:21 Which is quite a bit actually, for sure. Yeah. Yeah. Well, I know many people know you,
04:26 but let's just talk a little bit about Spacey, Explosion, Prodigy, the stuff that you guys are
04:33 doing to give people a sense of where you're coming from.
04:35 Yeah. So we're basically, we're an open source company and we build developer tools for AI,
04:41 natural language processing specifically. So, you know, you're working with lots of text,
04:46 you want to analyze it beyond just looking for keywords. That's kind of where we started and
04:51 what we've always been focusing on. So Spacey is probably what we're mostly known for, which is a
04:56 popular open source library for really what we call industrial strength NLP. So built for production,
05:03 it's fast, it's efficient. We've put a lot of work into, you know, having good usable, user-friendly,
05:09 developer-friendly APIs. Actually. Yeah. I always set an example. I always like to show in my talks,
05:14 a nice side effect that we never anticipated like that is that ChatGPT and similar models are
05:19 actually pretty good at writing Spacey code because we put a lot of work into all of this stuff like
05:25 backwards compatibility, not breaking people's code all the time, stuff like that. But that happens to
05:31 really help at least for now with these models. It's really nice. It's a good thing you've done to
05:36 make it a really stable API that people can trust. But is it weird to see LLMs talking about stuff
05:43 we all created? It's kind of, it's funny in some way. I mean, it's also, there is this whole other
05:49 site to, you know, doing user support for detecting clearly auto-generated code because
05:56 for Spacey, these models are pretty good for Prodigy, which is our annotation tool, which is also scriptable
06:01 in Python. It's a bit less precise and it hallucinates a lot because there's just less code online and on
06:07 GitHub. So we sometimes get like support requests where like users post their code and we're like,
06:12 this is so strange. How did you find these APIs? They don't exist. And then we're like, ah, this was
06:17 auto-generated. Oh, okay. So that was a very new experience. And also it's, you know, I think everyone
06:23 who publishes online deals with that, but like, it's very frustrating to see all these like auto-generated
06:28 posts that like look like tech posts, but are completely bullshit and completely wrong. Like I saw
06:34 with something on Spacey LLM, which is our extension for integrating large language models into Spacey.
06:41 And they're like some blog posts that look like they're tech blog posts, but they're like completely
06:47 hallucinated. And it's very, very strange to see that about like your own software. And also it
06:52 frustrates me because that stuff is going to feed into the next generation of these models. Right. And
06:56 then they will stop being so good at this because they're full of stuff that they've generated
07:03 themselves on like APIs and things that don't even exist. Yeah. It's just going to cycle around and
07:09 around and around until it just gets worse every time. And then that's interesting. Like it's very
07:14 interesting to see what's going on and where, where these things lead. It is, you know, I, I just had a
07:19 thought I was, you know, open AI and some of these different companies are, are doing work to try to
07:26 detect AI generated images. And I imagine AI generated content. Yeah. When I heard that,
07:31 my thought was like, well, that's just because they kind of want to be good citizens. And I want to put
07:35 little labels and say this, what if it's just so they don't ingest it twice? I think that's definitely,
07:40 and I mean, in a way it's also good because, you know, we will, it would make these models worse.
07:46 And so from like, you know, from a product perspective for a company like open AI, that's
07:50 definitely very useful. And, I think also, you know, commercially, I think there's definitely,
07:56 you know, a big market in that also for like social networks and stuff to, to detect are these real
08:03 images, are these deep fakes, any money in that too. So it's not, I don't think it's just, yeah,
08:08 being good citizens, but like this, there's a clear product motivated thing, which is fine,
08:13 you know, for a company. Yeah. It is fine. I just, I never really thought about it. Of course.
08:17 Of course. Yeah. Do you think we'll get to some point where in food or art, you hear about artisanal
08:25 handcrafted pizza or, you know, whatever, will there'll be artisanal human created tech that has
08:31 got a special, special flavor to it? Like this was created with no AI. Look at how cool this site is
08:36 or whatever. I think it's already something that like, you see, like, I don't know which product this
08:41 was, but I saw there was some ad campaign. I think it might've been a language learning app
08:45 or something else where they really like put that into one of their like marketing claims. Like, Hey,
08:51 it's not AI generated. We don't use AI. It's actually real in humans because it seems to be,
08:57 you know, what people want. They want, you know, they want to have at least that feeling. So
09:01 I definitely think there's an appeal of that also going forward.
09:05 The whole LLM and AI stuff. It's just, it's permeated culture so much. I was at the motorcycle
09:10 shop yesterday talking to a guy who was a motorcycle salesman. And he was like, do you think that AI
09:15 is going to change how software developers work? Do you think they're still going to be relevant? I'm
09:20 like, you're a sale, you're a motorcycle sales guy. It's amazing. how that you're like,
09:24 really this tuned into it. Right. And that you're like, but you know, you think it's maybe just a
09:28 little echo chamber of us talking about, but it seems to be like these kinds of conversations are
09:32 more broad than maybe you would have guessed.
09:34 Chatty PT definitely, you know, brought the conversation into the mainstream, but on the
09:38 other hand, on the plus side, it also means it makes it a lot easier for us kind of to explain
09:43 our work because people have at least heard of this. And I think it's also for developers working in
09:48 teams. Like on the one hand, it can maybe be frustrating to do this expectation management
09:53 because, you know, you have management who just came back from some fancy conference and
09:57 got sold on like, Ooh, we need like some chatbot or LLM. It's kind of the chatbot hype all over again
10:03 that we already had in 2015 or so. That can be frustrating.
10:07 I forgot all about that. Those were going to be so important. And now what are they doing?
10:10 Nothing. Yeah. But yeah, but it's, it's like, yeah, I see a lot of parallels. It's like,
10:14 if you look at kind of the hype cycle and people's expectations and expectation
10:18 management, it's kind of the same thing in a lot of ways, only that like it actually,
10:22 a lot of parts actually kind of work now, which we didn't really have before.
10:26 Yeah. But yeah, it also means for teams and developers that they at least have some more
10:30 funding available and resources that they can work with. Because I feel like before that happened,
10:34 it looked like that, you know, companies are really cutting their budgets, all these exploratory AI
10:40 projects. They all got cut. It was quite frustrating for a lot of developers. And now at least,
10:45 you know, it means they can actually work again, even though they also have to kind of
10:49 manage the expectations and like work around some of the very wild ideas that companies might have at
10:56 the moment.
10:57 Absolutely. Now, one of the things that's really important, and we're going to get to here,
11:01 give you a chance to give a shout out to the other thing that you all have is,
11:05 is how do you teach these things? Information and how do you get them to know things and,
11:11 and so on. And, you know, for the spacey world, you have Prodigy and maybe give a shout out to
11:15 Prodigy Teams. That's something you just are just announcing, right?
11:19 Yeah. So that's currently in beta. It's something we've been working on. So the idea of Prodigy has
11:23 always been, hey, you know, support a spacey, also other libraries. And how can we, yeah,
11:28 how can we make the training and data collection process more efficient or so efficient that companies
11:34 can in-house that process? Like whether it's creating training data, creating evaluation data,
11:39 like even if what you're doing is completely generative and you have a model that does it well,
11:44 you need some examples and some data where you know the answer. And often that's a structured
11:49 data format. So you need to create that. We've, you know, really seen that like outsourcing that
11:53 doesn't work very well. And also now with the newer technologies, you, with transfer learning,
11:58 you don't need millions of examples anymore. This whole, like this big, big data idea for
12:04 task-specific stuff is really dead, dead in a lot of ways. So Prodigy is a developer tool that you can
12:10 script in Python and that makes it easy to really collect this kind of structured data on text images
12:17 and so on. And then Prodigy Teams, that has been a very ambitious project. We've really been,
12:23 we've wanted to ship this a long time ago already, but it's been very challenging because
12:28 we basically want to bring also a lot of these ideas that probably we're going to talk about today a
12:32 bit into the cloud while retaining the data privacy. And so you'll be able to run your own cluster on
12:39 your own infrastructure that has the data that's scriptable in Python. So you can kind of script
12:44 the SaaS app in Python, which is very cool, which you normally can't do. Your data never leaves our
12:50 service. And you can basically also use these workflows like distillation, where you start out with a super easy
12:57 prototype that might use LAMA or some other models to add GPT, GPT-4. Then you benchmark that, see how it does.
13:05 And then you collect some data until you can beat that inaccuracy and have a task-specific model that really
13:12 only does the one extraction you're interested in. And that model can be tiny. Like we've had users
13:16 build models that are under 10 megabytes. Like that's, that is pretty crazy to think about these days.
13:23 And that, that run like 20 times faster. They're entirely private. You can, you know, you don't need
13:29 like tons of compute to run them. And that's kind of really one of the workflows of the future that we
13:34 see as very promising. And it's also, people are often surprised how little task-specific data you
13:40 actually need to say, beat GPT-4 inaccuracy. It's not as much as people think. And it's totally,
13:46 you know, in a single workday, you could often do it. The main idea we've been thinking about a lot is
13:51 basically how can we make that workflow better and more user-friendly, even for people who are,
13:56 who don't have an extensive machine learning background.
13:58 Right.
13:58 Because one thing that like prompting an LLM or prompting a generative model has is that it's
14:04 a very low barrier to entry. And it's very, very use the UX is very good. You just type in a question,
14:09 you talk to it the way you would talk to a human, and that's easy to get started with the workflow.
14:14 That's a bit more involved. Yes. Machine learning developers know how to do that and they know
14:19 when to do it, but it's not as accessible to people who don't have all of that experience. And so that's
14:26 kind of the underlying thing that we're trying to solve.
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15:53 You talked about transfer learning and using relatively small amounts of data to specialize models.
15:59 Tell people about what that is.
16:00 How do you actually do that?
16:02 It's actually the same idea that has ultimately really led to these large generative models that we see.
16:08 And that's essentially realizing that we can learn a lot about the language and the world and, you know, a lot of general stuff from raw.
16:17 Like if we just train a model with a language modeling objective on like a bunch of text on the whole internet or parts of the internet or whatever,
16:25 in order to basically solve the task, which can be stuff like predict the next word.
16:31 In order to do that, the model has to learn so much in its weights and in its representations about the language
16:38 and about like really underlying subtle stuff about the language that it's also really good at other stuff.
16:43 That's kind of in a nutshell, the basic idea.
16:46 And that's then later led to, you know, larger and larger models and more and more of these ideas.
16:52 But yeah, the basic concept is if you just train on a lot of raw text and a lot of these models are available,
16:59 like something like BERT, that's already like quite a few years old, but still, if you look at kind of the literature
17:06 and look at the experiments people are doing, it's still very competitive.
17:08 It's like you get really good results, even with the most, one of the most basic foundation models.
17:13 And you can use that, initialize your model with that, and then just train like a small task network on top,
17:19 instead of training everything from scratch, which is what you had to do before.
17:23 Or it's like, if you imagine hiring a new employee, it's like, yes, you expect, you know, you don't,
17:29 you can raise them from birth or you can sort of have them, which is like a very creepy concept,
17:34 but it's really similar.
17:36 Teach them everything.
17:38 You were born to be a barista, let me tell you.
17:41 Yeah, and then you teach them English and you teach them.
17:44 Yeah, I mean, yeah, it's a lot of work.
17:47 And I guess you know this more than me because you have, you have kids, right?
17:50 So, yeah, so, and you know, it's understandable that like, okay, this, this, this made a lot
17:56 of these ML projects really hard, but now you actually have the employee come in and they
18:00 can, they know how to talk to people.
18:02 They speak the language and all you have to teach them is like, hey, here's how you make
18:06 a coffee here.
18:07 Exactly.
18:07 Yeah.
18:08 You basically lean on the school system to say they know the language, they know arithmetic,
18:14 they know how to talk to people.
18:16 I just need to show them how this Expresso machine works.
18:19 Here's how you check in.
18:20 Please take out the trash every two hours.
18:22 Like, yeah, very little bit of specialized information, but you, the sort of general working
18:27 human knowledge is like the base LLM, right?
18:30 That's the idea.
18:31 And also transfer learning, it's still, it's just one technology and in context learning,
18:36 which is, you know, what we have with these generative models.
18:38 That's also just another technique.
18:41 Like it's, you know, it's not the case that transfer learning is sort of outdated or has
18:46 been replaced by in context learning.
18:47 It's two different strategies and you use them in different contexts.
18:51 So.
18:52 One thing I want to touch on for people.
18:54 I know some people, probably everyone listening is more or less aware of this, but in practice,
18:59 a lot of folks out there listening, certainly the ones who are not in the ML or developer
19:05 space.
19:06 They just go to chat or they go to somewhere and they're like, this is the AI I've gone
19:10 to, right?
19:11 Maybe they go to Bard.
19:13 I don't know.
19:14 Gemini or whatever they call it.
19:15 But there's a whole bunch.
19:17 I mean, many, many, many open source models with all sorts of variations.
19:22 One thing I really like is LM studio in more introduced this to me, introduced me to it a
19:30 couple of months ago.
19:30 And basically it's a UI for exploring hugging face models and then downloading them and running
19:35 them with like a chat interface just in a UI.
19:38 And the really cool thing is they just added Llama 3, but a lot of these are open source.
19:42 A lot of these are accessible.
19:44 You run them on your machine.
19:45 You get 7 billion parameter models run easily on my Mac mini.
19:48 Yeah.
19:49 What do you think about some of these models rather than the huge ones?
19:52 Yeah, no, I think it's, and also a lot of them are like, you know, the model itself is
19:57 not necessarily much smaller than what a lot of these chat assistants deploy.
20:02 And I think it's also, you know, these are really just the core models for everything that's
20:07 like proprietary and sort of in-house behind like an API.
20:11 There's at least one open source version that's very similar.
20:15 Like I think it's the raw model is really based on academic research.
20:20 A lot of the same data that's available.
20:23 And I think the most important differentiation we see is then around these chat assistants and
20:29 how they work and how the products are designed.
20:31 So I think it's also, this is a, it's kind of a nice exercise or a nice way just to look at this
20:36 distinction between the products versus the machine facing models.
20:42 Because I think that's AI or like the, you know, these products are more than just a model.
20:46 And I think that's like a super important thing to keep in mind.
20:49 It's really relevant for this conversation because you have a whole section where you talk about
20:54 regulation and what is the thing, what is the aspect of these things that should or could be
20:58 regulated?
20:59 We'll get to that in a minute.
21:00 A lot of the confusion, confusion that people have around like, Ooh, are we like, is all
21:04 AI going to be locked away behind APIs?
21:07 And what, how do these bigger, bigger models work?
21:10 I think it kind of stems from the fact that like, it's not always the distinction between
21:14 like the models and products isn't always clear.
21:16 And, you know, you could even argue maybe some companies that are in this business, you know,
21:20 it benefits them to call everything the AI.
21:23 Yeah.
21:24 That really doesn't help.
21:25 So to here, you really see the models.
21:27 Yeah.
21:28 And just sorry to talk over you, but to give people a sense, even if you search for Lama
21:32 3 in this thing, there's 192 different configured, modified, et cetera, ways to work with the Lama
21:40 3 model, which is just crazy.
21:42 So there's a lot of, a lot of stuff that maybe people haven't really explored, I imagine.
21:46 Yeah, it's very cool.
21:47 Yeah.
21:47 Yeah.
21:47 One other thing about this, just while we're on it, is it also comes with a open AI API.
21:51 So you could just run it and say, turn on a server API endpoint if I want to talk to it.
21:56 Very fun.
21:56 But let's talk about some of the things you talked about in your talk.
22:01 The AI revolution will not be monopolized.
22:03 How open source beats economies of scale, even for LLMs.
22:07 I love it.
22:07 It's a great title and a great topic.
22:09 No, thanks.
22:10 No, I'm very, it's something I'm very passionate about.
22:12 I was like, I was very, you know, happy to be able to say a lot of these things or to,
22:17 you know, also be given a platform.
22:19 You and I, we've spoken before about open source and running successful businesses in
22:24 the tech space and all sorts of things.
22:25 So it's a cool follow on for sure.
22:27 Yeah.
22:27 I think one of the first parts that you talked about that was really interesting and has nothing
22:32 to do specifically with LLMs or AI is just why is open source a good choice and why are
22:40 people choosing?
22:41 Why is it a good thing to base businesses on and so on?
22:44 Yeah.
22:44 Also often when I give this as a talk, I've, I ask like for a show of hands, like, Hey,
22:50 who, who uses open source software or who works for a company that depends on open source
22:54 software?
22:55 Who's contributed before?
22:56 And usually I, I think most people raise their hand when I ask like who works for a company
23:01 that relies on open source software.
23:03 So, you know, I often feel like, Hey, I don't even have to like explain like, Hey, it's a
23:08 thing.
23:08 It's more about like, you know, collecting these reasons.
23:11 And I do think a lot of it is around like, you know, the transparency, the extensibility,
23:16 it's all kind of connected.
23:17 Like you're not locked in, you can run it in house, you can fork it, you can, you know,
23:22 program with it.
23:23 Like those are all important things for companies when they adopt software.
23:28 And you also often, you have these small teams running the project that can accept PRs that
23:32 can move fast.
23:33 There's a community around it that can basically give you a sense for, Hey, is this a thing?
23:37 Should I adopt it?
23:38 And all of this I think is important.
23:40 And, you know, I also often make a point to like, yes, I've always mentioned, Hey, it's
23:45 also free, which is what people usually associate with open source software.
23:49 And it's kind of the first thing that comes to mind, but I actually don't think this is
23:52 for companies, the main motivation why they use open source software.
23:56 I absolutely agree.
23:57 I mean, even though we have FOSS, free and open source software, this is not really why
24:04 companies care about it, right?
24:05 I'm sure.
24:06 Certainly some people do, some people don't, but companies, they often see that as a negative,
24:12 I think almost like, well, who do we sue if this goes wrong?
24:14 Where's our, our service level agreement?
24:17 Who's going to help us?
24:18 Who's legally obligated to help us?
24:20 We've definitely also seen that.
24:21 Or like we have, you know, companies who are like, well, who can we pay?
24:24 Or can we pay to like, I don't know, get, you know, some guarantee or like some support
24:30 or, or, you know, can you like confirm to us that, Hey, if there is a critical vulnerability,
24:36 that's like really directly affecting our software, which, you know, has never happened, but are
24:41 you going to fix it?
24:42 We're like, yes, we can say that.
24:43 That's what we've been doing.
24:45 But if you want that guarantee, we can give that to you for money.
24:47 Sure.
24:48 But like, you can pay us, we'll, we'll promise to do what we already promised to do, but
24:51 we'll really double, double promise to do it.
24:53 Right.
24:54 That's definitely a thing.
24:54 And also it's kind of to, you know, to go back up to the business model thing, it's what
24:58 we've seen with Prodigy, which, you know, we offer kind of, it's, it really as a tool,
25:03 it follows the open source spirit.
25:04 Like you don't, you pip install it.
25:06 It's a Python library, you work with it, but we decided to kind of use that as a stepping
25:10 stone between our free open source offering and like the SaaS product that we're about
25:15 to launch soon, hopefully.
25:17 And it's kind of in the middle and it's paid.
25:20 And we've definitely, you know, not found that this is like a huge disadvantage for companies.
25:25 Like, yes, sure.
25:26 You always have companies with like no budget, but those are also usually not the teams that
25:30 are really doing, you know, a lot of the high value work because, you know, it is quite
25:34 normal to have a budget or like software tools.
25:37 Companies pay a lot for this.
25:40 Like, you know, if you, if you want to buy Prodigy, like that, that costs less than,
25:43 I don't know, getting a decent office chair.
25:45 Like, you know, in a, in a commercial context, these, these scales are all a bit different.
25:50 So yeah, I do think companies are happy to pay for something that they need and that's
25:54 good.
25:54 Yeah.
25:55 And the ones who wouldn't have paid, there's a group who said, well, maybe I'll use the
25:59 free one, but they're not serious enough about it to, to actually pay for it or actually
26:03 make use of it.
26:04 You know, I think of sort of analogies of piracy, right?
26:08 Like though they stole our app or they stole our music, like, well, because they, it was
26:11 a link, they clicked it, but they, they wouldn't have bought it or used it at all.
26:15 It's not like you lost a customer because they were not going to be customers.
26:18 They just have.
26:18 Yeah, exactly.
26:19 I mean, it's like, I always tell the story of like, when I was, you know, a teenager, I
26:23 did download a crack version of Adobe Photoshop.
26:27 And because I was a teenager, I would have never been able to like back then they had,
26:31 they didn't have a SaaS model.
26:32 Like, I don't know what Photoshop costs, but like, it's definitely not something I would
26:35 have been able to afford as a 13, 14 year old.
26:38 So I did find that online.
26:40 I downloaded it.
26:40 I'm pretty sure if Adobe had wanted, they could have come after me for that.
26:44 And I do think like, I don't know, maybe I'm giving them too much credit, but I do think
26:48 they might've not done that because they're like, well, what it's not like we lost a customer
26:52 here.
26:52 And now I'm an adult and I'm, I'm proficient at Photoshop and now I'm paying for it.
26:57 Yeah, exactly.
26:58 And I think there was this whole generation of teenagers who then maybe went into creative
27:02 jobs and came in with Photoshop skills.
27:04 Like I wasn't even like, compared to all these other teenagers I was hanging out with on the
27:08 internet, like all these, like mostly, mostly girls, I wasn't even that talented at Photoshop
27:13 specifically.
27:13 So maybe, maybe there was someone smart who thought about this as like a business strategy
27:17 that these teenagers have our professional tools.
27:20 Exactly.
27:21 It's, it's almost marketing.
27:22 Another aspect here that I think is really relevant to LLMs is runs in house, AKA, we're
27:30 not sending our private data, private source code, API keys, et cetera, to other companies
27:36 that may even use that to train their models, which then regurgitate that back to other people
27:40 who are trying to solve the same problems.
27:42 Right.
27:42 That's also, we're definitely seeing that companies are becoming more and more aware of this, which
27:47 is good.
27:48 Like in a lot of industries, like I wouldn't want, I don't know, my healthcare provider
27:51 to just upload all of my data to like whichever SaaS tool they decide to use at the moment.
27:57 Like, you know, of course not.
27:59 So I think it's, you know, it's, it's good.
28:00 And then also with, you know, more data privacy regulations, that's all that's really on people's
28:06 minds.
28:06 And people don't want it's like often we have, we have companies or users who actually
28:12 have to run a lot of their AI stuff on completely air gap machines.
28:15 So they can't even have internet access or it's about, you know, financial stuff.
28:20 We're actually working on a case study that we're hoping to publish soon where even the
28:24 financial information can move markets.
28:26 It's even segregated in the office.
28:28 So it needs to be 100% in-house.
28:31 Yeah.
28:32 That makes sense.
28:32 And I think open source software, it's great because you can do that and you can build your
28:37 own things with it and really decide how you want to host it, how it fits into your existing
28:42 stack.
28:43 That's another big thing.
28:44 People will already use some tools and, you know, you don't want to change your entire workflow
28:50 for every different tool or platform you use.
28:53 And I think especially people have been burned by that so many times by now, and there's
28:57 so many like, you know, unreliable startups things you have.
29:00 There's a company that really tries to convince you to build on their product.
29:03 And then two months later, they close everything down or, you know, it doesn't even have to
29:08 be startup, you know, Google.
29:10 I'm still mad at Google for shutting down Google reader.
29:14 And I don't know, it's been over 10 years, I'm sure.
29:17 And I'm still angry about that.
29:19 I actually had a, had this, we did it.
29:21 We were invited to give a talk at Google and I needed a text example to visualize, you
29:26 know, something grammatical.
29:27 And that text I made, Google shut down Google reader.
29:30 That's a quiet protest.
29:32 Oh, that's amazing.
29:34 Yeah.
29:34 We're going to run sentiment analysis on this article here.
29:39 Sure, open source projects can become unmaintained and that sucks, but like, you know, you can fork
29:44 it.
29:44 It's, it's there and you can, you can have it.
29:47 So there is this, this is motivating.
29:48 And I think we've always called it like, you can reinvent the wheel, but don't reinvent
29:53 the road, which is basically, you can, you can build something, reinventing the wheel.
29:57 I don't think it's bad, but like, you don't want to make people follow like, you know, your
30:03 way of doing everything.
30:05 And yeah, that's interesting.
30:06 Yeah.
30:06 Yeah.
30:07 Like we have electric cars now.
30:08 All right.
30:09 So give us a sense of some of the open source models in this AI space here.
30:15 I've kind of divided it into sort of three categories.
30:18 So one of them is what I've called task specific models.
30:22 So that's really models that we're trying to do one specific or some specific things.
30:27 It's kind of what we distribute for spacey.
30:30 There's also a lot of really cool community projects like size spacey for scientific biomedical
30:37 techs.
30:38 Stanford also publishes their stanza models.
30:40 And yeah, if you've been on the hugging face hub, there's like tons of these models that
30:45 were really fine tuned to predict like a particular type of categories, stuff like that.
30:50 And so that's been around for quite a while, quite established.
30:54 A lot of people use these in production.
30:55 And it was so quite, especially nowadays, but today's standards, they quite small, cheap,
31:00 but of course they do one particular thing.
31:03 So they don't generalize very well.
31:05 So that's kind of the one category.
31:07 You probably used to think of them as large and now you see how giant, how many gigabytes those
31:14 models are, you know?
31:15 Yeah.
31:15 When deep learning first kind of came about and people were sort of migrating from
31:20 linear models and stuff.
31:22 Like I've met people complaining that the models were too, were so big and slow.
31:26 And that was before we even, you know, used much transfer learning and transformer models
31:32 and BERT and stuff.
31:33 And even when that came about, it was also first a challenge like, Hey, these are significantly
31:38 bigger.
31:38 We do have to change a lot around it or even, you know, Google who published BERT, they had
31:44 to do a lot of work around it to make it work into their workflows and ship them into production
31:49 and optimize them because they were quite different from what was there before.
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33:28 Another one in this category of task-specific models is SciSpacee, which is kind of cool.
33:34 What's SciSpacee?
33:35 Yeah, so SciSpacee, that's for scientific biomedical text.
33:39 That was published by Allen AI researchers.
33:42 And yeah, it's really, it has like components specific for working with that sort of data.
33:49 And it's actually, it's definitely, if that's kind of the domain, yeah, any listeners are working
33:54 with, definitely check it out.
33:55 They've also done some pretty smart work around like, A, training components, but also
34:00 implementing like hybrid rule-based things for, say, acronym expansion.
34:07 Right.
34:08 They're like cool algorithms that you can implement that don't necessarily need much machine learning,
34:12 but that work really well.
34:13 And so it's basically the suite of components and also models that are more tuned for that
34:19 domain.
34:20 You mentioned some, but also encoder models.
34:23 What's the difference between the task-specific ones and the encoder ones?
34:26 That's kind of also what we were talking about earlier, actually, with the transfer learning,
34:31 foundation models.
34:32 These are models trained with a language modeling objective, for example, like Google Spurt.
34:37 And, you know, that can also be the foundation for task-specific models.
34:41 That's kind of what we're often doing nowadays.
34:44 Like you start out with some of these pre-trained weights, and then you train like this task-specific
34:51 network on top of it that uses everything that is in these weights about the language and the
34:56 world.
34:57 And yeah, actually by today's standards, these are still relatively small and relatively fast.
35:03 And they generalize better because, you know, they're trained on a lot of raw text that has
35:08 like a lot of, yeah, a lot of that intrinsic meta knowledge about the language and the world
35:14 that we need to solve a lot of other tasks.
35:16 Absolutely.
35:16 And then you've used the word, the term large generative models for things like LAMA and
35:23 Mestral and so on.
35:25 One thing that's very unfortunate when, you know, talking about these models is that like
35:29 everything we've talked about here has at some point been called an LLM by someone.
35:33 And that makes it like really hard to talk about it.
35:36 And, you know, so like, you can argue that like, well, all of them are kind of large language
35:41 models, right?
35:43 And then there's also, you know, the marketing confusion.
35:45 Like, you know, when LLMs were hot, everyone wants to, you know, have LLMs.
35:52 And so by some definition of LLMs, we've all been running LLMs in production for years.
35:57 But basically, yeah, I've kind of decided, okay, I want to try and avoid that phrase as
36:02 much as possible because it really doesn't help.
36:04 And so large generative models kind of captures that same idea, but it makes it clear, okay,
36:09 these generate text, text goes in, text comes out, and they're large, and they're different
36:15 from the other types of models, basically.
36:17 Question on the audience is, Mr. Magnetics, I'd love to learn how to develop AI.
36:22 So maybe let me rephrase that just a little bit and see what your thoughts are.
36:25 Like, if people want to get more foundational, this kind of stuff, like, what areas should
36:28 they maybe focus in to learn?
36:31 What are your thoughts there?
36:32 It depends on really, you know, what it means.
36:35 Like, if you really, you know, there is a whole path to, okay, you really want to learn more
36:40 about the models, how they work, you know, the research that goes into it.
36:44 I think there's a lot of actually also academic resources and courses that you can take that
36:50 are similar to, you know, what you would learn in university if you started...
36:54 ML course.
36:56 Yeah.
36:56 Yeah.
36:56 Like, ML.
36:57 And also, I think some universities have made some of their, like, beginner's courses public.
37:01 I think Stanford has.
37:03 Yeah.
37:03 Right.
37:03 I thought Stanford, I think there's someone else, but like, there's definitely also a lot
37:07 of stuff coming out.
37:08 So you can kind of, you know, go in that direction, really learn, okay, how, what goes into this?
37:14 What's the theory behind this?
37:15 And there are some people who really like that approach.
37:18 And then there's a whole more practical side.
37:20 Okay.
37:21 I want to build an application that uses the technology and it solves the problem.
37:26 And often it helps to have like an idea of what you want to, what you want to do.
37:29 Like, if you don't want to develop AI for the sake of it, then it often helps.
37:32 Like, hey, you have, even if it's just your hobby, like you're into football and you,
37:36 you come up with like some fun, fun problem.
37:39 Like you want to analyze football news, for example, and analyze it for something you care
37:45 about.
37:45 Like, I don't know, like often, often really helps to have this hobby angle or something
37:49 you're interested in.
37:50 Yeah, it does.
37:50 Yeah.
37:51 And then you can start looking at tools that go in that direction.
37:54 Like start with some of these open source models, even, you know, try out some of these
37:59 generative models, see how you go.
38:01 Try out, if you want to do information extraction, try out maybe something like Spacey.
38:05 There's like really a lot there.
38:07 And it's definitely become a lot easier to get started and build something these days.
38:12 Another thing you talked about was economies of scale.
38:16 And this one's really interesting.
38:17 So basically we've got Gemini and OpenAI, where they've just got so much traffic.
38:24 And kind of a little bit back to the question, actually, is if you want to do this kind of
38:28 stuff, you want to run your own service doing it, you know, even if you had the equivalent
38:33 stuff.
38:33 It's tricky because even just the way you batch compute, you maybe want to talk about
38:38 that a bit?
38:38 The idea of economies of scale is basically, well, as the companies produce more output,
38:44 the cost per unit decreases.
38:46 And yeah, there's like all kinds of, you know, basically it gets cheaper to do more stuff.
38:50 And, you know, there are like a lot of more boring, like business-y reasons why it's like
38:56 that.
38:56 But I think for machine learning specifically, the fact that GPUs are so parallel really makes
39:02 a difference here.
39:03 And because, you know, you get the user text in, you can't just arbitrarily chop up that
39:07 text because the context matters.
39:09 You need to process that.
39:10 So in order to make the most use of the compute, you basically need to batch it up.
39:15 So either, you know, kind of need to wait until there's enough to batch up.
39:19 And that means that, yes, that favors a lot of those providers that have a lot of traffic
39:25 or, you know, you introduce latency.
39:28 So that's definitely something that at least looks like a problem or, you know, something
39:33 that can be discouraging because it feels like, hey, if you, you know, if supposedly the only
39:38 way you can kind of participate is by running these models and either you have to run them
39:42 yourself or go via an API, like then you're kind of doomed.
39:46 And does that mean that, okay, only some large companies can, you know, provide AI for us?
39:52 So that's kind of also the, you know, the point and, you know, the very legit, like worry
39:56 that some people have, like, does that lead to like monopolizing AI basically?
40:00 It's a very valid concern because even if you say, okay, look, here's the deal.
40:05 Open AI gets to run on Azure.
40:08 I can go get a machine with a GPU stuck to it and run that on Azure.
40:12 Well, guess what?
40:13 They get one of those huge ARM chips that's like the size of a plate and they get the special
40:20 machines and they also get either wholesale compute costs or they get just, we'll give
40:26 you a bunch of compute for some ownership of your company, kind of like Microsoft and open
40:31 AI.
40:31 Yeah.
40:32 That's a very difficult thing to compete with on one hand, right?
40:34 Yes.
40:35 If you want to, you know, run your own, like, you know, LLM or generative model API services,
40:42 that's definitely, you know, a disadvantage you're going to have.
40:45 But on the other hand, I think one thing that leads to this perception that I think is not
40:51 necessarily true is the fact that you want to do anything you need, basically larger and
40:55 larger models that, you know, if you want to do something specific, the only way to get
41:00 there is to turn that request into arbitrary language and then use the largest model that
41:05 can handle arbitrary language and go from there.
41:07 Like if you, and I know this is like something that, you know, maybe a lot of LLM companies
41:11 want to tell you, but that's not necessarily true.
41:14 And you don't, yeah, for a lot of things you're doing, you don't even need to depend on a large
41:20 model at runtime.
41:21 You can distill it and you can use it at development time and then build something that you can run
41:26 in-house.
41:27 And these calculations also look, look very, very different if you're using something at
41:32 development time versus in production at runtime, and then it can actually be totally fine to just
41:38 run something in-house.
41:40 And the other point here is actually some, you know, if we're having a situation where, Hey,
41:45 you're paying a large company to provide some service for you, provide a model for you by an API.
41:52 And there are lots of companies and kind of the main differentiator is who can offer it for
41:56 cheaper. That's sort of the opposite of a monopoly at least, right? That's like competition.
42:01 So this actually, I feel like economies of scale, this, this idea does not prove that, Hey, we're
42:07 heading into, we're heading into a monopoly. And it's also not true because it's not, if you realize
42:14 that, Hey, it's not, you know, you don't need the biggest, most arbitrary models for everything
42:20 you're doing, then the calculation looks very, very different.
42:24 Yeah, I agree. I think there's a couple of thoughts.
42:26 I also have here is one, this LM studio I was talking about, I've been running the Llama 3,
42:31 7 billion parameter model locally instead of using chat these days. And it's been, I would say,
42:37 just as good. And it's, it runs about the same speed on my Mac mini as a typical request does over
42:44 there. I mean, can't handle as many, but it's just me. It's my computer, right? I'm fine. And then the
42:49 other one is if you specialize one of these models, right? You feed it a bunch of your data sets from your
42:55 companies. It might not be able to write you something in the style of Shakespeare around,
43:00 you know, a legal contract or some weird thing like that, but it can probably answer really good
43:05 questions about what is our company policy on this? Or what is, what are engineering reports about this
43:11 thing say? Or, you know, stuff that you actually care about, right? You could run that.
43:14 That's kind of what you want. Like you actually want to, if you're talking about, if you're going
43:18 to like some of the risks or things people are worried about, like a lot of that is around what
43:23 people refer to like, oh, the model going rogue or like the model doing stuff it's not supposed to do.
43:27 Yeah.
43:27 If you're just sort of wrapping ChatGPT and you're not careful, then when you're giving it access to
43:33 stuff, there's a lot of unintended things that people could do with it. If you're actually running
43:39 this and once you expose it to users, there's like a lot of risks there and yeah, writing something in
43:44 the style of Shakespeare is like probably the most harmless outcome that you can get. But like,
43:49 that is kind of a risk. And you basically, you know, you're also, you're paying and you're putting
43:54 all this work into hosting and providing and running this model that has all these capabilities
43:59 that you don't need. And a lot of them might actually be, you know, make it much harder to trust
44:04 the system and also, you know, make it a lot less transparent. Like that's another aspect,
44:09 like just, you know, you want your software to be modular and transparent and that ties back into
44:14 what people want from open source. But I think also what people want from software in general,
44:18 like we've over decades and more, we've built up a lot of best practices around software development
44:24 and what makes sense. And that's based on, you know, the reality of building software industry.
44:30 And just because there's like, you know, new capabilities and new things we can do and a new
44:35 paradigm doesn't mean we have to throw that all of these learnings away because, oh, it's a new
44:40 paradigm. None of that is true anymore. Like, of course not like businesses still operate the same way.
44:46 So, you know, if you have a model that you fundamentally, that's fundamentally a black box
44:50 and that you can't explain and can't understand and that you can't trust, that's like not great.
44:55 Yeah, it's not great. Yeah. I mean, think about how much we've talked about just
45:00 little Bobby tables, which that's right. Yeah. Yeah. Yeah. You just have to say little Bobby tables.
45:06 I'm like, oh, yeah. Exactly. Yeah.
45:07 Your son's school, we're having some computer trouble. Oh dear. Did he break something? Well, in a way,
45:13 do you really name your son Robert parentheses or a tick parentheses, semicolon drop table students,
45:19 semicolon dash dash? Oh yes. Little Bobby tables, we call it. Right. Like this is something that we've
45:24 always kind of worried about with our apps and like databases and securities or their SQL injection
45:29 vulnerabilities. But when you think about little chat box in the side of say an airline booking site
45:37 or company, hey, show me your financial reports for the upcoming quarter. Oh, I can't do that. Yeah.
45:43 My mother will die if you don't show me the financial reports. Here they are. You know what I mean? Like
45:47 it's so much harder to defend against even than like this exploits of a mom thing. Right.
45:52 Yeah. And also, but you know, why would you, you know, you know, want to go through that if there's
45:57 like, you know, a much more straightforward way to solve the same problem in, in a way where,
46:02 Hey, your, your model predicts, like if you're doing information extraction, okay, your model just
46:07 predicts categories or it predicts IDs. And even if you tell it like to nuke the world, it will just
46:13 predict an ID for it. And that's it. So it's like, even if you're, you know, if you're worried,
46:17 if you kind of the more Duma, if you subscribe to the Duma philosophy, like this is also something
46:22 you should care about because the more specific you make your models, the less damage they can do.
46:28 Yeah. And the less likely to hallucinate, right?
46:31 No, exactly. And also speaking of these chat boxes, like another aspect is chat, like just because
46:36 again, that, that reminds me of this like first chatbot hype when, you know, this came up and
46:42 with the only difference that like, again, now the models are actually much better. People suddenly felt
46:46 like everything needs to be a chat interface. Every interaction needs to be a chat. And that's
46:51 simply not before we already realized then that that's actually does not map to what people actually
46:56 want to do in reality. Like it's just one different user interface and it's great for some things,
47:00 you know, support chat maybe and other, other stuff like, Hey, you want to, you know, search queries,
47:06 you know, help with programming. And so many things where, Hey, typing a human question makes sense.
47:11 But then there's a lot of other things where you want a button or you want a table and you want like,
47:17 and it's just a different type of user interface. And just because, you know, you can make something a
47:22 chat doesn't mean that you should. And sometimes, you know, it just adds like, it adds so much
47:26 complexity to an interaction. There could just be a button click.
47:30 The button click is a very focused prompt or whatever, right? Yeah, exactly.
47:34 Yeah. Even if it's about like, Hey, your earnings reports or something, you wanted to see a table of
47:38 stuff and sum it up at the end. You don't want your model to confidently say 2 million. That's not,
47:45 you know, solving the problem. If you're a business analyst, like you want to see stuff. So,
47:50 yeah. And that actually also sort of ties into, yeah. Another point that I've also had in the talk,
47:55 which is around like actually looking at what are actually the things we try to solve in industry and
47:59 how have these things changed? And while there is new stuff you can now do like generating text and
48:05 that finally works. Yay. There's also a lot of stuff around text goes in, structured data comes out and
48:12 that structured data needs to be machine readable, not human readable, like needs to go into some other
48:16 process. And a lot of industry problems, if you really think about it, have not changed very much.
48:22 They've only changed in scale. Like we started with index cards. Well, there's just kind of limit of
48:27 how much you can do with that and how many projects you could do at the same time. But this was always,
48:32 even since before computers, this has always been bringing structure into unstructured data has always
48:37 been the fundamental challenge. And that's not going to just magically go away because we have new
48:41 capacity capacities and new things we can do.
48:44 Let's talk about some of the workflows here. So you have an example where, you know, you take a large
48:50 model and do some prompting and this sort of iterative model assisted data annotation. Like what's that look like?
48:58 You start out with this model, maybe, you know, one of these models that you can run locally, an API
49:03 during development time, and you prompt it to produce some structured output, for example, or some answer.
49:11 You know, we also have like, for example, you can use something like Spacey LLM that lets you, you know,
49:16 plug in any model in the same way you would otherwise, you know, train a model yourself.
49:21 And then you look at the results, you can actually get a good feel for how is your model even doing.
49:27 And you can also, before you really get into distilling a model, you can create some data to evaluate it.
49:33 Because I think that's something people are often forgetting because it's kind of not, it's not,
49:37 maybe not the funnest part, but it's really, you know, it's like writing tests.
49:41 It's like writing tests can be frustrating. I remember when I kind of started out, like,
49:45 tests are frustrating because they actually kind of, they turn up all of these edge cases and mistakes
49:51 that you kind of want to forget about.
49:53 Right. Oh, I forgot to test for this. Whoops.
49:54 Yeah. Yeah. And then like, oh, if you start writing tests and you suddenly see all the stuff
49:59 that goes wrong and then you have to fix it and it's like, it's annoying. So you better just
50:03 not have tests. I can see that. But like evaluation is kind of like that. And it's ultimately a lot of
50:09 these problems, you, you have to know what you want and here's the input, here's the expected output.
50:15 You kind of have to have to define that. And that's not something any AI can help you with because,
50:20 you know, you are trying to teach the machine. You're teaching the AI.
50:23 You want to, yeah, you want to build something that does what you want. So you kind of need examples
50:27 where you know the answer. And then you can also evaluate like, hey, how does this model do out of the box
50:32 for like some easy tasks? Like, hey, you might find something like GPT-4 can give you 75% accuracy
50:39 out of the box without, without any work. So that's, that's kind of good or even higher.
50:44 Sometimes it's like, if it's a bit harder, you'll see, oh, okay, you went like 20% accuracy,
50:48 which is kind of, which is pretty bad. And the bar is very low, but that's kind of the ballpark that
50:54 you're also looking to beat. And then you can look at examples that are predicted by the model. All you
50:58 have to do is look at them. Yes. Correct. If not, you make a small correction and then you go through
51:04 that and you do basically do that until you've beat the baseline.
51:07 The transfer learning aspect, right? Yeah. And then you use transfer learning in order,
51:11 you know, to give the model like the solid foundation of knowledge about the language and
51:16 the world. And you can end up with a model that's much smaller than what you started with. And you
51:21 have a model that's really has a task network that's only trained to do one specific thing.
51:26 Which brings us from going from prototype to production, where you can sort of try some of
51:32 these things out, but then maybe not run a giant model, but something smaller, right?
51:36 Yeah. Yeah. And you can take all these aspects basically that you're interested in,
51:40 in the larger model and train components that do exactly that. And another thing that's also
51:46 good or helpful here is to have kind of a good path from prototype to production. I think that's also
51:53 where a lot of, yeah, machine learning projects in general often fail because it's all, you know,
51:58 you have this nice prototype and it all looks promising and you've hacked something together in your
52:02 Jupyter notebook and that's all looking nice. You maybe have like a nice streamlit demo and you can
52:08 show that, but then you're like, okay, can we ship that? And then if your workflow that leads to the
52:14 prototype is completely different from the workflow that leads to production, you might find that out
52:19 exactly at that phase. And that's kind of where projects go to die. And that's sad. And yeah, so that's,
52:25 that's actually something we've been thinking about a lot. And also what we've kind of been trying to
52:29 achieve with Spacey LLM where you have this LLM component that you plug in and it does exactly the
52:34 same as the components would do at runtime. And it really just slots in and then might use GPT-4 behind
52:40 the scenes to create the exact same structured object. And then you can swap that out. Or maybe,
52:47 you know, you, there are a lot of things you might even want to swap out with rules or no AI at all.
52:52 Like, you know, like a ChatGPT is good at recognizing US addresses and it's great to build a prototype,
52:58 but instead of asking it to extract US addresses, for example, you can ask it, give me Spacey rules,
53:04 match your rules for US addresses. And it can actually do that pretty well. And then you can bootstrap from there.
53:10 Oh, nice.
53:10 There's a lot of stuff like that that you can do. And there might be cases where you find that,
53:14 yeah, you can totally beat any model accuracy and have a much more deterministic approach if you just
53:21 write a regex. Like that's still true.
53:24 It does still work.
53:25 Yeah. It's still something, it's easy to forget because, you know, again, if you look at research
53:29 and literature, nobody's talking about that because this is not an interesting research question.
53:34 Like nobody cares. You know, you can take any benchmark and say, I can beat ChatGPT accuracy with
53:40 two regular expressions. And that's like, that's true. Probably in some cases.
53:45 Yeah.
53:45 It's like nobody cares. Like that's not, that's not research.
53:48 For sure. But you know, what is nice to do is to go to ChatGPT or LM studio or whatever and say,
53:54 I need a Python based regular expression to match this text and this text. And I want to capture group for
54:00 that. And I don't want to think about it. It's really complicated. Here you go. Oh, perfect.
54:05 Now I run the regular expression.
54:06 Yeah. That's actually, that's a good use case. I've still been sort of hacking around on like
54:10 these, you know, interactive regex editors because I'm, I'm not particularly good at regular expressions.
54:15 Neither am I.
54:15 Like on the scale, like I can do it, but like, I know people who really, I think my co-founder,
54:20 Matt, he, he worked through it. Like he's more the type who really approaches these things very
54:25 methodically. And he was like, now he, he wants read this one big book on regular expressions.
54:29 And like, he really did it like the hardcore way, but like, that's why he's obviously much better than I am.
54:36 I consider regular expressions kind of write only. Like you can write them and make them do stuff,
54:40 but then reading them back is tricky.
54:42 Yeah.
54:42 At least for me. All right, let's wrap this up. So what are the things that you did here at the end
54:48 of your presentation, which I want to kind of touch on is you brought back some of the same ideas
54:53 that we had for like, what are the values of open source or why open source, but back to
54:58 creating these smaller focused models. Talk us through this.
55:02 How specific components. Yeah. I mean, if you kind of look at, Hey, what are the, you know,
55:05 the advantages of sort of approach that we talked about of distilling things down of creating these
55:11 smaller models, a lot of it comes down to it being like it's modular. You, again, you're not locked in
55:17 to anything. You own the model. Nobody can take that away from you. It's easier to write tests.
55:22 You have the flexibility. You can extend it because, you know, it's cold. You can program
55:26 with it because often it very rarely you do machine learning for the sake of machine learning. It's
55:31 always like there is some other process. You populate a database, you do some other stuff
55:36 with your stack. And so you want to program with it. It needs to be affordable. You want to understand
55:41 it. You need to be able to say, why is it doing what it is? Like, what do I do to fix it? It again,
55:46 runs in-house it's entirely private. And then, yeah, when I, you know, was kind of thinking
55:51 about this, I realized like, oh, actually, you know, it like this really maps exactly
55:56 the reasons why that we saw it. We talked about earlier why people choose open source or companies.
56:01 And that's obviously not a coincidence. It's because ultimately these are principles that
56:06 we have come up with over a long period of time of, yeah, that's good software development.
56:12 And ultimately AI is just another type of software development. So, of course, it makes sense that
56:17 the same principles make sense and are beneficial. And that, you know, just having a workflow where
56:23 everything's a black box and third party, this can work for prototyping, but it's not.
56:29 That kind of goes against a lot of the things that we've identified as very useful in applied settings.
56:35 Absolutely. All right. So we have to answer the question.
56:37 Oh, the...
56:38 Will it be monopolized?
56:40 And your contention is no, that open source wins even for LLMs. Yeah.
56:46 Open source means there's no monopoly to be gained in AI. You know, I've kind of broken it down into
56:51 some of these strategies, which, you know, how do you get to a monopoly? And these are like, you know,
56:56 this is not just some big stuff. These are things like a lot of companies are actively thinking about.
57:00 If you were in a business where, you know, it's winner takes all, like you want to, you know,
57:05 get rid of like all of that competition that companies hate, that investors hate. And there are ways to do
57:10 that and companies really actively think about this.
57:12 Those pesky competitors, let's get rid of them.
57:14 There are different ways to do that. Like one is having this compounding advantage.
57:19 So that's stuff like network effects, like, you know, if your social network, of course,
57:22 that makes a lot of sense. Everyone's on it. If you could kind of have these network effects,
57:27 that's good. And economies of scale. But as we've seen, like economies of scale is a pretty lame mode
57:33 in that respect. Like that has a lot of, you know, a lot of limitations. It's not even fully true.
57:38 It's kind of the opposite of a monopoly in some ways.
57:41 Yeah. Especially in software.
57:43 Yeah. In software. Exactly. So it's like, I don't think that's, that's not really the way to go.
57:49 One example that comes to mind, at least for me, maybe I'm seeing it wrong, but Amazon,
57:54 amazon.com. Just, you know, how many companies can have massive warehouse with everything at by every
58:01 single person's house?
58:02 Yeah. The one platform that everyone goes on. So even if you're a retailer, you kind of, yeah,
58:06 they feel the Amazon has kind of forced everyone to either sell on Amazon or go bust because...
58:11 Exactly. It's very sad that it's the way it is. Yeah. And then network effects. I'm thinking,
58:16 you know, people might say Facebook or something, which is true, but I would say like Slack actually.
58:21 Oh, okay.
58:22 Or Slack or Discord or, you know, there's a bunch of little chat apps and things, but if you want to
58:27 have one and you want to have a little community, you want people to be able to, well, I already
58:31 have Slack open. It's just an icon next to it versus install my own app. Make sure you run it.
58:36 Be sure to check it. Like people are going to forget to run it and you disappear off the,
58:40 off the space, you know?
58:41 That will make sense. And I do think, you know, these things don't necessarily happen accidentally.
58:45 Like companies think about, okay, how do we, you know, Amazon definitely thought about this.
58:48 This didn't just like happen to Amazon. Yes, they were lucky in a lot of ways, but like,
58:52 you know, that's, that's a strategy.
58:54 Exactly.
58:55 Yeah. And then the other thing that's not relevant here is like, you know, another way is controlling
58:59 a resource. That's really more, if you're like, you know, if they are physical, if there was like
59:04 a physical resource.
59:05 I brought the cables. Something like that.
59:06 Yeah. I mean, it's, yeah. Or like in Germany, I think for a long time, the telecom, they owned
59:11 the wires in the building.
59:13 Right. Exactly.
59:13 And they still do, I think. So they used to have the monopoly. Now they don't, but they kind of still,
59:18 to some extent, they still do because they need to come. If even, no matter who you sign up for,
59:23 with, for internet, telecom needs to come and activate it. So if you sign up with telecom,
59:29 you usually get service a lot faster.
59:31 It's a little better service. Yeah, exactly. Don't wait two weeks. Use us.
59:34 That's kind of, that's how it still works, but we don't, we don't really have that here.
59:38 And then the other, the next point that's very attractive. The final one is regulation. So that's
59:43 kind of like, you have to have a monopoly because the government says so. And that is one where we have
59:49 to be careful because if we're not like, if in all of these discussions, we're not making the distinction
59:56 between the models and the actual product, you know, very different characteristics and
01:00:01 we now do a very different things. If that gets muddy, which like, you know, a lot of also companies
01:00:08 quite actively do in that discourse, then we might end up in a situation where we sort of accidentally,
01:00:14 or, you know, gift a company or some companies a monopoly via the regulation. Because if you let
01:00:20 them write the regulation, for example, and we're not just regulating products, but lumping that in with
01:00:27 technology itself and open research.
01:00:30 Yeah. It's a part of your talk. I can't remember if it was the person hosting it or you who brought
01:00:33 this up, but an example of that might be all the third-party cookie banners, rather than banning,
01:00:40 just targeted, retargeting and tracking. Like instead of banning through the GDPR, instead of banning
01:00:47 the thing that is the problem, it's like, let's ban the implementation of the problem.
01:00:52 That's a risk or that's like, you know, in hindsight, yes, I think in hindsight, we would all agree that
01:00:57 like, we should have just banned targeted advertising. Instead, what we got is these
01:01:01 cookie pop-ups. That's like really annoying. And that's actually what I feel like is one of the,
01:01:06 as much as I think the EU, you know, I'm not an expert on like AI regulation or the EU AI Act,
01:01:12 but what I'm seeing is at least they did make a distinction between use cases. And it's very much,
01:01:17 there is a focus on here are the products and the things people are doing, how high risk is that,
01:01:22 as opposed to how big is the model and how, you know, what does that, because that doesn't,
01:01:27 doesn't say anything, but that would kind of be a very, very dangerous way to go about it. But the
01:01:32 risk is, of course, if we're rushing regulate, like if we're a rushing regulation, then, you know,
01:01:37 we might actually end up with something that's not quite fit for purpose. Or if we let big tech
01:01:42 companies write the regulation or lobby. Lobby for it to get it. Yeah.
01:01:46 These are some ideas because, you know, if they're doing that, like, I think it's pretty obvious,
01:01:50 they're not just worried about the safety of AI and are like appealing to like Congress or whatever.
01:01:56 Like, I think most people are aware of that, but like, yes, the, I think the intentions are even less
01:02:01 pure than that. And I think that's a big risk.
01:02:03 The regulation is very tricky. It's, Yeah. And you know, just for the record, I am pro-regulation. I'm very pro-regulation in general,
01:02:10 but I also think you can, if you fuck up regulation, that can also be very damaging,
01:02:15 obviously.
01:02:16 Absolutely. And it can be put in a way so that it makes it hard for competitors to get into
01:02:21 the system.
01:02:22 Yeah.
01:02:22 There's so much paperwork and so much monitoring that you need a team of 10 people just to operate.
01:02:26 Well, if you, a startup, well, you can't do that because, Hey, Art, we got a thousand people and 10 of them work on this. Like, well.
01:02:31 Even beyond that, like it's, you know, if you think back to all the stuff we talked about,
01:02:35 like they are, this goes against a lot of the best practices of software. This, this goes,
01:02:41 you know, this goes against a lot of what we've identified that actually makes good, secure,
01:02:47 reliable, modular, whatever software, safe software internally. And even doing a lot of the software
01:02:54 development internally, like there are so many benefits of that. And I think, you know, companies,
01:02:59 companies actually working on their own product is good. And if it was suddenly true that like
01:03:05 only certain companies could even provide AI models, I didn't even know what that would mean for open
01:03:10 source or for academic research. Like that would make absolutely no sense. I also don't think that's
01:03:14 like really enforceable, but it would mean that, you know, like this would limit like everyone in
01:03:20 what they could be doing. Like I think, and there's like, you know, there's nothing to do with like,
01:03:24 there's a lot of other things you can do if you, you know, care about AI safety, but that's really
01:03:29 not it. And I also, you know, I just think being aware of that is good. I don't like, I can, you
01:03:34 know, I cannot see an outcome where we really do that. It would, it would really not make sense. I
01:03:39 could not see the reality of this, you know, shaking out, but I think it's still, it's still relevant.
01:03:44 Yeah. I think the open source stuff and some of the smaller models really does
01:03:48 give us a lot of hope. So that's awesome.
01:03:50 I feel, you know, also very positive about this. I've also talked to a lot of developers at conferences
01:03:56 that like, yeah, actually thinking and talking about this gave them some hope, which obviously is,
01:04:00 is nice because I definitely did that some of the vibe I got, like it can be kind of easy to end up a bit
01:04:07 disillusioned by like a lot of the narratives people here. And that, you know, also, even if you're
01:04:13 entering the field, you're like, wait, a lot of this doesn't really make sense. Like, why is it like,
01:04:18 like this? Yeah. It's like, no, it actually, you know, your intuition is right. Like a lot of software,
01:04:23 software engineering best practices, of course, still matter. And, you know, no, they are like,
01:04:29 you know, they are better ways that we're not, you know, we're not just going in that direction.
01:04:33 And I think I definitely believe in that. A lot of the reasons why open source won in a whole bunch
01:04:37 of areas. Yeah. Could be exactly why it wins at LLMs as well, right? Yep. And, you know, again,
01:04:42 it's all based on open research. A lot of stuff is already published and there's no secret source.
01:04:49 The software, you know, software industry does not run on like secrets. All the differentiators are
01:04:55 product stuff. And yes, you know, open AI might monopolize or dominate AI powered chat assistants,
01:05:01 or maybe Google will do like that's, you know, that's a whole race that, you know, if you're not in that
01:05:06 business, you don't have to be a part of, but that does not mean that anyone's going to win at or
01:05:10 monopolize AI. Those are very different things. Absolutely. All right. A good place to leave it
01:05:15 as well. You know, thanks for being here. Yeah. Thanks. That was fun. Yeah. Yeah. People want to
01:05:20 learn more about the stuff that you're doing, maybe check out the video of your talks or whatever. What
01:05:24 do you recommend? Yeah, I think I definitely, I'll definitely give you some links for the show notes
01:05:27 like this. The slides are online, so you can have a look at that. There is at least one recording of the
01:05:32 talk online now from the really cool Python, PyCon Lithuania. It was my first time in Lithuania this
01:05:39 year. Definitely. You know, if you have a chance to visit their conference, it was a lot of fun.
01:05:43 I learned a lot about Lithuania as well. We also on our website, Explosion AI, we publish kind of this
01:05:50 feed of like all kinds of stuff that's happening from maybe some talk or podcast interview, community
01:05:56 stuff. There's still like a lot of super interesting plugins that are developed by people in community
01:06:02 papers that are published. So we really try to give a nice overview of everything that's happening in our
01:06:06 ecosystem. And then of course, you could try out Spacey, Spacey LLM. You know, if you want to try out
01:06:13 some of these generative models and especially for prototyping or production, whatever you want to do
01:06:20 for structured data. If you're any of the conferences and check out the list of events and stuff,
01:06:26 I'm going to do a lot of travel this year. So I would love to catch up with more developers in person
01:06:32 and also learn more about all the places I'm visiting. So that's cool. I've seen the list. It's very,
01:06:37 very comprehensive. So I kind of a neat freak. I like to, I also be very much like to organize things in
01:06:43 that way. So yeah. So there might be something local for people listening now that you're going to be
01:06:48 doing all right. Well, as always, thank you for being on the show. It's great to chat with you.
01:06:52 Yeah. Thanks. Yeah. Thanks.
01:06:53 So next time.
01:06:54 Bye.
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