Continuous Learning_Startup & Investment
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We journey together through the captivating realms of entrepreneurship, investment, life, and technology. This is my chronicle of exploration, where I capture and share the lessons that shape our world. Join us and let's never stop learning!
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RIP my legend and teacher, Charlie Munger.

Thank you so much.
"I think a life properly lived is just learn, learn, learn all the time."

โ€” Charlie Munger
๋”ฅ๋งˆ์ธ๋“œ๊ฐ€ ๋‹จ๋ฐฑ์งˆ ๊ตฌ์กฐ์˜ˆ์ธก, ๊ธฐ์ƒ ์˜ˆ์ธก์— ์ด์–ด์„œ ๋ฌผ์งˆ ๊ตฌ์กฐ์˜ˆ์ธก์„ ๋‚ด๋†จ๋Š”๋ฐ ์ด๊ฒƒ๋„ ๊ทธ๋ž˜ํ”„ ๋„คํŠธ์›Œํฌ๋ฅผ ํ™œ์šฉํ–ˆ๋„ค์š”.

Today at Google DeepMind weโ€™re introducing Graph Networks for Materials Exploration (GNoME) - a computational tool that has already led to the discovery of 2.2 million new crystals. Crystals are essential materials to our everyday lives, from solar cells to computer chips.

Given that roughly 28,000 stable materials were discovered in the last decade, this new discovery is equivalent to nearly 800 years of knowledge!

#GNoME was trained using a technique called โ€˜active learningโ€™ and helps to predict the stability of the materials, and therefore pinpoint the most usable ones for real-world applications. The work also represents a leap forward in efficiency for this type of model - this could have a significant impact on how much compute is required to discover a new material.

We believe scaling up materials discovery breakthroughs like this could help us tackle some of the major challenges of the 21st century - like finding cleaner forms of producing electricity.  Read in our blog post about what this research could mean for the future of materials science:

https://deepmind.google/discover/blog/millions-of-new-materials-discovered-with-deep-learning/

GNoME shows the potential of using AI to discover and develop new materials at scale. External researchers in labs around the world have independently created 736 of these new structures experimentally in concurrent work.
OpenAI ์ฝ”ํŒŒ์šด๋”์ธ Greg Brockman์ด ํŠธ์œ—์œผ๋กœ ์˜ฌ๋ ธ๋˜ ๋‚ด์šฉ.
"๋†€๋ž๊ฒŒ๋„ GPT-4์—์„œ ์ƒ์„ฑ๋œ ์˜์ƒ์˜ํ•™ ๋ณด๊ณ ์„œ ์š”์•ฝ์ด ์–ด๋–ค ๊ฒฝ์šฐ์—๋Š” ์ˆ™๋ จ๋œ ์˜์ƒ์˜ํ•™ ์ „๋ฌธ์˜๊ฐ€ ์ž‘์„ฑํ•œ ๋ณด๊ณ ์„œ ์š”์•ฝ๋ณด๋‹ค ์„ ํ˜ธ๋œ๋‹ค๋Š” ๊ฒƒ์„ ๋ฐœ๊ฒฌํ–ˆ๋‹ค."
์–ด์ฉŒ๋ฉด ์•ฝ๊ฐ„ ์นจ์†Œ๋ด‰๋Œ€ํ•˜๋Š” ๋‚ด์šฉ์ผ์ˆ˜๋„ ์žˆ๋Š”๋ฐ, ์–ด์จŒ๋“  MS์™€ ํ•จ๊ป˜ EMNLP 2023์— ๋ฐœํ‘œํ–ˆ๋˜ ๋…ผ๋ฌธ์—์„œ ๊ทธ๋ ‡๋‹ค๊ณ  ํ•˜๋„ค์š”. arXiv์—๋Š” 10์›”๋ง์— ๊ณต๊ฐœํ–ˆ๋˜ ๋‚ด์šฉ์ด๊ธฐ๋„.... ์•„๋งˆ RSNA์— ๊ฐ€์‹  ๋ถ„๋“ค์ด ๋งŽ์•„์„œ ์กฐ์šฉํžˆ ๋„˜์–ด๊ฐ€๋Š” ๋“ฏ ์‹ถ๋„ค์š”.
์ œ๋ชฉ:
Exploring the Boundaries of GPT-4 in Radiology
์š”์•ฝ:
์ตœ๊ทผ ์ผ๋ฐ˜ ๋„๋ฉ”์ธ ๋Œ€๊ทœ๋ชจ ์–ธ์–ด ๋ชจ๋ธ(LLM)์˜ ์„ฑ๊ณต์œผ๋กœ ์ž์—ฐ์–ด ์ฒ˜๋ฆฌ ํŒจ๋Ÿฌ๋‹ค์ž„์ด ์—ฌ๋Ÿฌ ๋„๋ฉ”์ธ๊ณผ ์• ํ”Œ๋ฆฌ์ผ€์ด์…˜์— ๊ฑธ์ณ ํ†ตํ•ฉ๋œ ๊ธฐ๋ฐ˜ ๋ชจ๋ธ๋กœ ํฌ๊ฒŒ ๋ณ€ํ™”ํ–ˆ์Šต๋‹ˆ๋‹ค. ์ด ๋ฐฑ์„œ์—์„œ๋Š” ์ง€๊ธˆ๊นŒ์ง€ ๊ฐ€์žฅ ์„ฑ๋Šฅ์ด ๋›ฐ์–ด๋‚œ LLM์ธ GPT-4์˜ ์„ฑ๋Šฅ์„ ์˜์ƒ์˜ํ•™ ๋ณด๊ณ ์„œ์˜ ํ…์ŠคํŠธ ๊ธฐ๋ฐ˜ ์• ํ”Œ๋ฆฌ์ผ€์ด์…˜์—์„œ ํ‰๊ฐ€ํ•˜์—ฌ ์ตœ์ฒจ๋‹จ(SOTA) ์˜์ƒ์˜ํ•™ ์ „์šฉ ๋ชจ๋ธ๊ณผ ๋น„๊ตํ•˜๋Š” ๋ฐ ์ค‘์ ์„ ๋‘ก๋‹ˆ๋‹ค. ๋‹ค์–‘ํ•œ ํ”„๋กฌํ”„ํŠธ ์ „๋žต์„ ํƒ์ƒ‰ํ•˜๋ฉด์„œ ๋‹ค์–‘ํ•œ ๋ฒ”์œ„์˜ ์ผ๋ฐ˜์ ์ธ ๋ฐฉ์‚ฌ์„  ์ž‘์—…์—์„œ GPT-4๋ฅผ ํ‰๊ฐ€ํ•œ ๊ฒฐ๊ณผ, GPT-4๊ฐ€ ์ตœ์‹  SOTA ๋ฐฉ์‚ฌ์„  ๋ชจ๋ธ๋ณด๋‹ค ์„ฑ๋Šฅ์ด ๋›ฐ์–ด๋‚˜๊ฑฐ๋‚˜ ๋™๋“ฑํ•œ ์ˆ˜์ค€์ธ ๊ฒƒ์œผ๋กœ ๋‚˜ํƒ€๋‚ฌ์Šต๋‹ˆ๋‹ค. ์ œ๋กœ ์ƒท ํ”„๋กฌํ”„ํŠธ๋ฅผ ํ†ตํ•ด GPT-4๋Š” ์ด๋ฏธ ์‹œ๊ฐ„์  ๋ฌธ์žฅ ์œ ์‚ฌ์„ฑ ๋ถ„๋ฅ˜(์ •ํ™•๋„) ๋ฐ ์ž์—ฐ์–ด ์ถ”๋ก (F1)์—์„œ ๋ฐฉ์‚ฌ์„ ํ•™ ๋ชจ๋ธ๋ณด๋‹ค ์ƒ๋‹นํ•œ ์ด๋“(โ‰ˆ 10% ์ ˆ๋Œ€์  ๊ฐœ์„ )์„ ์–ป์—ˆ์Šต๋‹ˆ๋‹ค. ๋ฐ์ดํ„ฐ ์„ธํŠธ๋ณ„ ์Šคํƒ€์ผ์ด๋‚˜ ์Šคํ‚ค๋งˆ๋ฅผ ํ•™์Šตํ•ด์•ผ ํ•˜๋Š” ์ž‘์—…(์˜ˆ: ๊ฒฐ๊ณผ ์š”์•ฝ)์˜ ๊ฒฝ์šฐ, GPT-4๋Š” ์˜ˆ์ œ ๊ธฐ๋ฐ˜ ํ”„๋กฌํ”„ํŠธ๋ฅผ ํ†ตํ•ด ๊ฐœ์„ ๋˜๊ณ  ๊ฐ๋…๋œ SOTA์™€ ์ผ์น˜ํ•ฉ๋‹ˆ๋‹ค. ๋ณด๋“œ ์ธ์ฆ ๋ฐฉ์‚ฌ์„  ์ „๋ฌธ์˜์™€ ํ•จ๊ป˜ ์‹ค์‹œํ•œ ๊ด‘๋ฒ”์œ„ํ•œ ์˜ค๋ฅ˜ ๋ถ„์„์— ๋”ฐ๋ฅด๋ฉด GPT-4๋Š” ๋ฏธ๋ฌ˜ํ•œ ๋„๋ฉ”์ธ ์ง€์‹์ด ํ•„์š”ํ•œ ๋ณต์žกํ•œ ๋งฅ๋ฝ์—์„œ ๊ฐ€๋” ๋ฐœ์ƒํ•˜๋Š” ์˜ค๋ฅ˜๋งŒ ์ œ์™ธํ•˜๊ณ  ์ถฉ๋ถ„ํ•œ ์ˆ˜์ค€์˜ ๋ฐฉ์‚ฌ์„ ํ•™ ์ง€์‹์„ ๊ฐ–์ถ”๊ณ  ์žˆ๋Š” ๊ฒƒ์œผ๋กœ ๋‚˜ํƒ€๋‚ฌ์Šต๋‹ˆ๋‹ค. ๊ฒฐ๊ณผ๋ฅผ ์š”์•ฝํ•˜๋ฉด, GPT-4์˜ ๊ฒฐ๊ณผ๋ฌผ์€ ๊ธฐ์กด์˜ ์ˆ˜๊ธฐ๋กœ ์ž‘์„ฑ๋œ ์ธ์ƒ๊ณผ ์ „๋ฐ˜์ ์œผ๋กœ ๋น„์Šทํ•œ ์ˆ˜์ค€์ธ ๊ฒƒ์œผ๋กœ ๋‚˜ํƒ€๋‚ฌ์Šต๋‹ˆ๋‹ค.
https://www.microsoft.com/en-us/research/blog/gpt-4s-potential-in-shaping-the-future-of-radiology/?fbclid=IwAR0gfYDT9lX4YSjMhnaYU17DqAvQELAM7HwrS1prf4amwBi1PEEs_ZNIqD0
27์‚ด์— Varda๋ผ๋Š” ์šฐ์ฃผ ๊ธฐ์—…์„ ๊ณต๋™ ์ฐฝ์—…ํ•˜๊ณ  & ๋™์‹œ์— ํŒŒ์šด๋”์Šค ํŽ€๋“œ์—์„œ ํŒŒํŠธ๋„ˆ๋กœ ์ผํ•˜๊ณ  ์žˆ๋Š” Delian Asparouhov๊ฐ€ 30์‚ด์„ ๋งˆ์ฃผํ•˜๋ฉด์„œ ๋‚จ๊ธด ๊ธ€.

https://delian.io/thirty
๐Ÿ‘1
๊ทธ์ €๊ป˜ PIKA 1.0์ด ๋‚˜์™”๋Š”๋ฐ

์˜ค๋Š˜์€ ์˜คํ”ˆ์†Œ์Šค Video Generation ์˜คํ”ˆ์†Œ์Šค์ธ Vchitect ๋ผ๋Š” ํ”„๋กœ์ ํŠธ๊ฐ€๊ณต๊ฐœ๋˜์—ˆ๋„ค์š”. T2V, I2V ๋‘ ๋ชจ๋ธ์„ ๊ณต๊ฐœํ–ˆ์Šต๋‹ˆ๋‹ค.

T2V
- ์ฝ”๋“œ: https://t.co/sT24IvlhD2
- ์ŠคํŽ˜์ด์Šค: https://t.co/bhF6TDUZ67

I2V
- ์ฝ”๋“œ: https://t.co/IryTCXbiiJ
- ์ŠคํŽ˜์ด์Šค: https://t.co/joJ2jUMmZB

Video Generation๋„ ์ด์ œ ์น˜์—ดํ•œ ๊ฒฝ์Ÿ์ด ์‹œ์ž‘๋˜๊ฒ ๊ตฐ์š”. ๊ณผ์—ฐ.. ํ˜„ํƒ€๊ฐ€ ์˜ฌ ๊ธฐ์—…๋“ค์ด ์–ผ๋งˆ๋‚˜ ์ƒ๊ธธ์ง€..
Labor market place

https://youtu.be/qHDAKevRrvw?si=uogJV_kKl4HJNBjc

๊ธฐ์กด ํ”Œ๋ ˆ์ด์–ด๋“ค์ด ๋ฉ”๋‰ด์–ผํ•˜๊ฒŒ ์˜ค๋žซ๋™์•ˆ ๊ณผ์ ํ•ด์˜จ ์‚ฐ์—…์—์„œ ์ƒˆ๋กœ์šด ํ˜•์‹์˜ ๋งˆ์ผ“ํ”Œ๋ ˆ์ด์Šค๋ฅผ ๋งŒ๋“ค ์ˆ˜ ์žˆ๋Š” ๊ธฐํšŒ๋ฅผ ํฌ์ฐฉ.
Khosla got a full scholarship to Carnegie-Mellon University in Pittsburgh for a masterโ€™s in biomedical engineering, graduating in 1978. After that, he wanted to go to Stanford Business School but was rejected. He applied again, only to be waitlisted. In a pattern that would be repeated many times, he didnโ€™t take maybe for an answer. He called the admissions office repeatedly, finally just driving across the country and showing up. The details are complicated, but he got in.

One historic anecdote from his Kleiner days concerns early search engine and web portal Excite, which Khosla had invested in for the firm. In early 1999, โ€œVinod tried to get the founders of Excite to buy Google for $2 million,โ€ said Doerr, who believes Google co-founders Larry Page and Sergei Brin might have accepted the offer. โ€œBut they would only offer Google $1 million. It drove Vinod crazy. But it then left the opportunity for Kleiner to go ahead and invest in Google.โ€

โ€œheโ€™s the person who can see the future, see around corners. Thatโ€™s his magic weapon. He can see what other people donโ€™t.โ€
Continuous Learning_Startup & Investment
RIP my legend and teacher, Charlie Munger. Thank you so much.
Remembering my teacher Charlie Munger

Thursday, November 30, 2023

I was on a business trip in Asia on Tuesday when I got the call from the Munger family informing me that Charlie was in his final hours. I hopped onto the next flight I could find to California, and before departure, was able to talk to Charlie through the help of his daughter. Charlie had largely lost consciousness, but still I could clearly hear him trying to make a sound to acknowledge he had heard me. Upon landing, I learned that Charlie had left us a few hours earlier.

I arrived at his Santa Barbara home and had the opportunity to spend cherished time with family members, reminiscing about all things Charlie. Charlie was engaging, humorous and full of wit even at Thanksgiving dinner just a few days ago, family members told me. I visited his home library again. In that very room, exactly 20 years ago, also on a post-Thanksgiving weekend afternoon, following the introduction by our mutual friend Ron Olson, Charlie and I first struck up a deep conversation which ran for several hours. It began an investment partnership that has now endured two decades. Charlie became my mentor, partner, dear friend and above all, life-long role model.

I was so deeply grateful that the Munger family made a special arrangement the next day for me to say a proper and private goodbye to Charlie.

There, lying quietly with eyes closed, Charlie looked the same as ever, peaceful and sincere with a subtle smile on his face. There was a serenity about him. For a moment, I was reminded of the Living Buddhas I once saw in the Buddhist temples of Thailand. In the Buddhist tradition, the bodies of truly enlightened monks, through life-long self-cultivation, can remain incorrupt, without any traces of mummification after death. In that moment, it is what I saw in Charlie, an enlightened sage with an incorruptible body, surrounded by a glimmer of eternal light.

Charlie was not a Buddhist. That vision can never be tested. But it is incontrovertible that his legacy and impact will live on for generations to come.

In our capitalist society, where do virtue, moral responsibility, truth-seeking and public service fit in? Charlie Munger answered these questions through his long exemplary life. He insisted on making money in the most morally sound way, entering transactions only when, if positions were reversed, he would comfortably take the other side. He sought worldly wisdom through life-long learning. He guided life with rationality devoid of mental deficiencies such as envy, resentment and self-pity. He faced and persevered through countless adversities with stoicism and equanimity. As he gained in wealth and stature, he showed little appetite for the trappings of that success, and instead spent his wealth on worthy causes and tirelessly spread his worldly wisdom to those who would listen, often with humor. He remained deeply engaged with family, friends, partners and the broader world with loving assiduousness through his last days.

In his later decades, Charlie Mungerโ€™s ideas began to spread across the world, particularly in the most populous countries of China and India. In China, the Mandarin language version of โ€œPoor Charlieโ€™s Almanack,โ€ an anthology by and about Charlie Munger, sold over 1.2 million copies over the last 10 years. There, the educated class increasingly came to view Charlie as the embodiment of the modern-day Confucianism, maintaining a virtuous and enlightened life while embracing the market forces of capitalism. In time, that vision of modern Confucianism will be crucial for Chinese modernization and how China interacts with the rest of the world.

Charlieโ€™s teachings will continue to spread, inspire and impact the world even more profoundly. That will be his eternal legacy.