Starwatcher podcast #3 - Pietro Casella from EQT

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• Spotify

Show notes

- Pietro’s background and journey from consulting to EQT Labs

- Building digital culture at EQT

- Three generations of Motherbrain and way ahead

- Potential for data-driven private equity

- Fishing vs. hunting. Noticing company vs. finding one.

- Implementing digital transformation at EQT

- Importance of having someone at the top who is excited about the change

- ChatGPT revolution

AI's next frontier: building and investing in Large Language Models

- Three stages of AI awareness

- Illusions of AI strategy

- Formless.ai, Intercom.

- Sam Altmen congress hearing quote - AI doesn't perform jobs, it performs tasks

- Validating mental model against ChatGPT

- Second and third order effects of AI.

- AI first thinking in every industry and AI driven bakery

- Million idea anxiety

- Concept of craftsmanship developers

- Kevin Kelly 1000 true fans

- Zed IDE

- AI first experience

- Emergence of agents

- Challenges with AI tools

- Hugging Face, Prefect. Code-less functions

- In-house models vs. “big ones”.

- Helm model benchmark

- Vibe test of models

- Anthropic 100k context model

- GPT4 explaining GPT2

- Model psychology

- Model alignment and right prompting

- Anxiety about AI disrupting companies

- Working on 10 year bets