动态 AI 的黎明:RFT 上线,专访 Predibase CEO Dev Rishi——来自 Turing Post 的《Inference》
RFT 正在成为企业从静态模型走向持续进化系统的一条路径。Dev Rishi 表示,“训练一次、永久学习”正在从今天开始:客户通常使用一个已经由他人完成“99%繁重工作”的模型,再加入最后1%的定制。当前,RFT 只是多种有效调优技术之一,仍是一次性流程;它更大的价值在于成为在线反馈闭环的一部分。RFT 只需“大约十几个样本”,再配合对行为进行评分的奖励函数,而不需要监督微调所依赖的大规模标注数据。以代码为例,格式正确得5分、成功编译得10分、单元测试通过得20分:“只要能衡量,就能改进。”
关键基础设施是连接部署、评估与后训练的反馈管道。Predibase 已推出从生产部署中自动收集提示词和响应的能力,并在研究如何让 RFT 利用少量用户反馈学习,同时结合 DPO 等技术。早期医疗公司已开始将 LLM 评审结果与患者对话中的临床医生标注结合起来,但 Dev 强调,目前这样做的还只是“最前沿的公司”。
Agentic AI 的商业瓶颈在可靠性,而不是演示能力。Dev 将 Agentic 工作流描述为多次 LLM 调用,通常还会使用工具;错误会沿链条累积。按他的例子,5次调用即使每次准确率都达到90%,最终用户体验仍可能“低于50%”。许多演示能沿着“黄金路径”运行,但生产环境要求系统在用户偏离路径时依然稳健。
企业 AI 正在分化为专业化系统,而不是汇聚到一个通用模型上。Dev 最喜欢的一种客户表述是:“通用智能很好,但我不需要 POS 系统背诵法国诗歌。”他预计,面向窄领域自动化的 Agent 将主导大量企业场景,而广泛的通用能力可能对消费者更有价值。企业会在不同参数规模中混用开源和商业模型,为每项任务选择最合适的工具。
只有把生产可靠性、效率和学习能力纳入其中,推理才具备可防御性,而不只是提供一个模型端点。一个大模型可能需要8张或16张 H100 才能运行一个副本,而业务关键型部署还可能要求99.9%或99.999%的 SLA、容错、蓝绿更新和多区域复制。Dev 预计基础模型端点会商品化;Predibase 所谓的“智能推理”则是把服务直接连接到后训练和持续改进。
开源模型缩小性能差距的速度快于 Dev 的预期。他说,DeepSeek R1 或 V3、Qwen 3 和 Llama 4 已经追平领先商业模型,在部分基准测试中甚至领先;在他看来,这一里程碑比预期提前了大约6个月。相比之下,2023年 GPT-J 还是最好的开源模型,但远远落后于 GPT-3.5。开源推理模型还会暴露 reasoning tokens,让评估从只看最终输出,扩展到分析得出答案的步骤。
Dev 认为企业单位经济学颇具吸引力,但担心买方把目标放在了错误的应用上。他说,与“每百万 token 50美分或1美元”的成本相比,与生成式 AI 合作的 Fortune 200 CIO 很少质疑 ROI。真正的风险是把预期押在炫目的多 Agent 演示上,随后在脆弱系统无法创造实际商业价值时迎来一场“幻灭崩塌”。
更可能胜出的开发节奏,是先交付一个60%的方案、验证需求,再用生产数据持续改进。Dev 看到越来越多大公司采用创业公司的循环:先验证产品市场匹配,再完善系统,然后收集持续学习所需的反馈。他导师的一条规则概括了这种运营哲学:“如果你发布的东西还没有让自己至少感到一点尴尬,那就是等得太久了。”
1. RFT 将后训练变成实时反馈闭环
Dev 认为,“训练一次、永久学习”正在从今天开始。客户通常拿来一个由模型创建者完成“99%繁重工作”的模型,再加入最后1%的定制;如今,他们开始用一个在部署过程中持续改进的管道,取代这个静态产物。
RFT 通过将“大约十几个样本”与评分标准结合,降低了对大规模标注数据集的依赖。Dev 以代码为例:格式正确得5分,输出成功编译得10分,单元测试通过得20分——模型朝着明确可衡量的结果学习。如今,他将 RFT 定义为多种有效调优技术之一,也是一次性训练流程;更大的变化在于,它最终成为持续反馈闭环的一部分。
Dev 表示,他认为 Predibase 是最早提供端到端 RFT 平台的公司;该能力在几个月前上线。Predibase 还推出了从生产部署中自动收集提示词和响应的能力,以解决数据瓶颈,同时支持包括 DPO 在内的反馈方法,并在研究如何利用用户反馈数据开展 RFT。
医疗公司开始将 LLM 评审结果和患者对话中的临床医生标注,输入早期 RFT 闭环;后续工作将展示少量反馈样本如何影响性能,以及这些提升如何随反馈增加而扩展。Dev 强调,目前这样做的还只是“最前沿的公司”。
2. Agent 暴露累积误差与薄弱评估
Dev 将“Agentic 工作流”定义为两部分:一条由多次 LLM 调用组成的链路——一次性的文档分类不算——以及可能存在的工具调用,让 Agent 能够代表用户调用函数。他举的例子是一个医疗助理,帮助用户理解诊断结果并安排复诊。
他对当前热潮的质疑是运营层面的:Agent“相当脆弱”,经过包装的演示往往只能沿着“黄金路径”运行。Dev 表示,5次连续调用即使每次准确率达到90%,也可能已经意味着“低于50%”的用户体验,因此最后几个百分点的质量提升尤为重要——他在参与 Google Assistant 时也观察到过同样的规律。
评估仍是一个开放问题,因为输出有的可以客观分类,有的只能凭主观判断是否“好”。Dev 认为目前有3种可行方法:在有条件时使用历史留出数据、让更强的 LLM 充当评审,以及将产品推向市场收集方向性反馈——这意味着“我们不应低估其中有多少部分如今靠的是感觉”。
主持人提出的反驳是,闭源模型发布会引入新的人格,迫使团队重新建立一套评估“感觉”。Dev 的部分回答是开源推理模型:DeepSeek R1 会暴露 reasoning tokens,让团队评估模型得出答案所使用的步骤,而不是只给答案本身打分。
3. Predibase 押注企业智能将走向专业化
Predibase 最初的使命是让深度学习普及化;2022年初,使用 BERT 等预训练模型进行微调是其最受欢迎的工作流。2022年底,当 OpenAI“比我们所有人都更彻底地普及了深度学习”后,用户旅程和用户画像从专业 NLP 工程师转向了新一代 AI 开发者。
公司在2023年初将产品重点转向 LLM,押注生产环境中的模型会走向专业化和定制化;同年晚些时候,它又大举进入推理领域。Dev 将其描述为对原始使命的彻底转向,或者是一次大幅聚焦。
Checkr 体现了这一企业判断:它的模型提取具体的刑法条款、违规行为和背景调查细节,而不是编写 Python 或背诵法国诗歌。Dev 预计,面向窄领域自动化的应用将占据企业价值的主导地位,同时承认广泛的通用能力在消费产品中可能仍更有用。
到2025年,他的结论已经是确定性的:“我们不会生活在一个由单一模型统治一切的世界里。”企业会在不同参数规模中混用开源和商业模型,为每项任务选择最合适的工具;他预计,窄领域 AI 用例的增长速度甚至会快于整个 AI 市场。
4. 生产推理是运营与经济学问题
初始推理对有能力的工程师并不难,尤其是借助 Predibase 的 LoRAX 等开源框架。硬件成本仍然高昂:最大规模的模型运行一个副本可能需要8张或16张 H100,之后还要处理采购、自动扩缩容和服务框架等决策。
生产环境是“另一场比赛”。可用性必须从95%或99%继续提升,达到99.9%或99.999%的 SLA,同时具备容错、蓝绿部署更新、多区域复制、监控,以及支撑业务关键型应用所需的吞吐量。
GPU 成本使总拥有成本成为核心问题。Dev 提到更小的模型和 TurboLoRA,这是一种软件定义技术;他表示,该技术可以将吞吐量提升2倍。优化水平决定了每次昂贵部署能够产出多少有用结果。
Dev 认同,同一基础模型的推理——例如 DeepSeek——将越来越商品化。他给出的替代方向是“智能推理”:把部署与后训练连接起来,让模型随时间持续改进,将服务和定制整合进同一套系统,而不是在一个可互换的端点上竞争。
5. 每周突破要求计划保持适应性并坚持务实进取
Predibase 的规划会做到2026年,但 Dev 表示,AI 几乎“每周”都会带来一次预期层面的突破,因此 RFT 上线很容易被 OpenAI、Anthropic、Mistral、DeepSeek、Google、Amazon 或 Meta 抢走注意力。固定不变的北极星是专业化 AI 的调优与服务;具体技术和模态,包括视觉与语音,则保持适应性。
AGI“离我坦诚所见的世界还很远”,尽管 Dev 认为模型可能已经接近图灵测试意义上的定义。他关注的是能够在真实业务流程中带来生产力跃升的“实用型专业智能”,包括在 Marsh McLennan 这样的 Fortune 200 公司中的应用。他强调,这个行业连18个月后的情况都很难预测,更不用说5年、10年或20年后。
Dev 担心的不是有用的 ROI 是否存在:部署应用的 CIO 很少会问,每百万 token 支付50美分或1美元能否创造价值。真正的问题是,组织可能追逐“法国诗歌式”的应用或复杂的多 Agent 演示,错过当下影响最大的应用,并重新唤起2012年至2022年间 AI 在顶尖1%组织之外过度承诺所造成的失望。
让他兴奋的是,“先做到完美再发布”正在被逆转。团队越来越多地发布“60%的方案”,用来测试产品市场匹配,并收集改进模型所需的数据;持续学习让一个起初并不完美的发布,从一种妥协变成开发策略的一部分。
Cassia
Hello, Dev. Thank you so much for joining me today.
Of course. Happy to be here, and thanks for having me.
Cassia
Let's start with the big picture. When will we train once and learn forever?
It's a great question. I think that world is actually here today. Most of the time, when we see customers using models in production, they're taking a model on which someone else has done 99% of the heavy lifting, and then they're doing a last-mile 1% customization.
The trend that's going to move toward what you said—train once and then learn forever—is a shift where people stop using a static model, this one model someone else trained, and instead have a pipeline that allows them to improve the model continuously while it's in production.
We've started to see some of our early customers already put these types of pipelines into practice, and that's what I'm most excited to build toward as well.
Cassia
That's super cool. One of the things that you initiated at Predibase was the post-training technique RFT. Can you tell us a little more about it? Do you think it's the big unlock, or is it just another tuning trick?
It's a great question. I think we were the first end-to-end platform to offer reinforcement fine-tuning, or RFT, when we released it a couple of months ago.
Cassia
Sorry for interrupting. Can you also briefly explain what it is?
Reinforcement fine-tuning takes a different approach toward the way that you can fine-tune or customize models. The underlying intuition is that, rather than needing large amounts of labeled data, which is what you need for traditional supervised fine-tuning, you can actually fine-tune with really small quantities of data. Think about a dozen examples or so. Instead of labeled data, you add this concept of reward functions.
Reward functions are essentially rubrics that an individual customer can write to help grade a model's output. The idea is that the model will learn how to adapt its behavior toward the types of things that you want to incentivize or reward.
As an example, if you're teaching a model how to write code, you might write a reward function that says you'll get 5 points if you get the formatting correct, another 10 points if it compiles, and another 20 points if the unit tests pass.
In this way, you teach a model how to generate its outputs based on objective criteria. The goal with reinforcement fine-tuning is: if you can measure it, you can improve it.
You asked whether it's a large shift that we see for the future or just another tool in the toolbox. Honestly, today reinforcement fine-tuning is one of a few different techniques that's really helpful for customers who want to start tuning their models. But I think where we're going with reinforcement fine-tuning is going to fundamentally shift the way that people customize models.
Today, reinforcement fine-tuning is a one-off training process. But where I see RFT really going is toward becoming part of this continuous feedback loop, where models are getting better online. I think that is going to be a paradigm shift in how customers tune and train models.
Cassia
Do you already see companies implementing this feedback loop?
At the very early, cutting-edge end, yes. I'm working with a couple of companies in the healthcare domain that are building copilots and assistants for their patients. They have a lot of interaction data with their patients, and they're bringing in a combination of LLM-as-judge systems to verify how good those conversations were, along with clinicians who are able to label different conversations and bring that in as continuous feedback.
Rather than needing to spend months doing the labeling, they're starting to take the labeling that can be done over a handful of conversations and feed that into an RFT loop. Today, it's very early, and I only see the most cutting-edge companies really doing it. But this is the type of pipeline that I think more and more companies are going to use as we move toward more continuously improving models.
Cassia
What's in the way of them starting to do it?
It's a good question. I think the biggest thing is a feature that we're working on. There are actually 2 things.
One of them is a feature that we just launched in Predibase: a very simple way to collect prompts and responses from any of your production deployments automatically. One of the key things with tuning and training models always tends to be data, so the very first feature we have makes it easier to construct these data sets using live production traffic.
The second thing is making it easier to learn from feedback. Rather than needing large amounts of labeled data, how do you directly nudge a model with small amounts of feedback? There are lots of techniques in the platform, like DPO, or direct preference optimization, and others that help you learn from feedback. We're also working on some novel techniques on the research side at Predibase for using reinforcement fine-tuning with user-feedback data.
Cassia
Is anything coming soon?
I think you can expect us to publish a little bit more about this in the next few months.
And really, what we're going to be talking about is what we've experienced with real-life agentic applications in particular, and the type of feedback that users are looking to be able to give. How do you systematize that into a continuous stream? The very first thing we'll release is just going to be showing how small amounts of feedback can make performance impacts, and then you can scale out those performance impacts with more and more feedback you get.
Cassia
What's your perspective on agentic workflows and agents in general?
My perspective on agent workflows is that they're in the very early innings, and so a lot of things that people are building are a little bit brittle today. The very first thing we need to do when we talk about agentic workflows is really define what an agent or agentic workflow is.
I think about an agentic workflow as having 2 key components. The first is having a chain of multiple LLM calls. If you think about a single—let's imagine you're doing document classification—we don't think about that as an agentic workflow because it's a one-shot process. Whereas, if you're having a conversation with a bot, for example, to understand your medical diagnosis a little bit better and schedule a follow-up, that involves multiple turns. So the first piece, I think, is multiple turns, multiple calls.
And then the second piece of an agentic workflow is that it will likely have the agent be able to do tool calling, make calls to other functions that it can actually use to fulfill a request on behalf of the user. My view is that right now, the way that these agents get built is quite brittle. A lot of times, people have built what I think is a really compelling demo that works well if you are on the golden path.
But if you go off the golden path, then the model is triggering a number of different failure modes. It's a very simple thing: if you're only 90% accurate on a given LLM call and your LLM has to make 5 different calls, you're already sub-50% in terms of the user experience. So that last mile of quality with agentic applications becomes really, really important.
I saw this when I was a product manager on the Google Assistant back in the day, which was one of the first AI agents—not using generative AI, but using more classical NLP methods. The bridge we need to make as an industry is getting to more robust agentic workloads.
Cassia
Thank you. Yeah. Speaking about Google and your previous experience, you're a product-first founder in a very research-heavy space. Is it hard for you? How do you keep up, and what areas of research are you following most closely?
I really enjoyed it, actually. My background was—I did my undergrad and master's in computer science, and had done some initial research as well in CS before, as I like to say, I sold out and became a product manager.
My real interest in product was because I saw it have kind of the most cross-functional impact. In research, you usually go very deep into an individual space, whereas in product you get to see how a combination of research works with engineering and design. And so that was my main intent.
Even when I was at Google, though, I was working closely with research teams. And so I've always felt very comfortable working in areas that are fundamentally based on things that are still developing and core research that's happening.
I will say this space moves much faster than anything else that we've seen—much faster than, I think, when we were talking about some of the shifts to cloud or shifts to mobile. The pace here is truly that you will have a breakthrough in expectations about every week.
When we were planning our reinforcement fine-tuning launch, one of the most stressful things was knowing, is OpenAI or Anthropic or Mistral or DeepSeek or Google, Amazon, or Meta going to put out something massive in the same week and just suck all the oxygen out of the room? So it is dizzying to be able to keep up, but I think some of the core background and research that I had helps a lot for just being able to understand some of the core techniques people are employing here.
Cassia
I remember working with a few ML companies before the ChatGPT moment, and when it happened, so many needed to pivot. If we go back to November or December of 2022—
2022 was when it came out.
Right, right, right. It's just so fast; it seems like a long time ago. What changes did you have to make when everything started to just explode?
It was a really interesting moment for us because when we started the company, we had a mission to democratize deep learning. We had built interfaces and a product and infrastructure to make it easy for people to train their own deep learning models.
The way I like to reflect on it is that, at the end of 2022, OpenAI democratized deep learning more than any of us. It had done it through these large, pretrained deep learning models that were able to start having conversations in one shot.
The reason I say it was a really interesting position for us was that, as a deep-learning-oriented company, we had started to see these types of workflows already be popular on our platform, but at a much smaller scale. In early 2022, the most popular piece of functionality on our platform was that you could pick a pretrained deep learning model, like BERT as an example, and you could fine-tune that model on your data.
The reason that people were coming to us was already because they wanted to start to adopt some of these pretrained transformers and adapt them toward their data. But the types of use cases, the user journey, and the persona just fundamentally shifted.
Cassia
Right?
When we were talking in 2021 and 2022, it had to be an NLP engineer—someone who understood the intricacies of a BERT or a T5, or an image model in computer vision like ViT—in order to be able to really understand the platform. Fast-forward to today, I think some of the most prolific AI engineers are ones that just got started in the field a year or 2 ago.
We really needed to—depending on how you think about it, I often think about it as a complete pivot—but it was a real focusing in on our product to say, rather than, "We're going to help you build deep learning models across the world in general," we decided to really pick and make the bet at the beginning of 2023 on just this one technology: large language models.
We decided to make the bet that the future of LLMs in production was going to be specialized and customized. And so we wanted to build that tuning and post-training stack to make that happen. Then what we quickly found out was inference was going to be a huge part of this game, and so we went really big in that world as well later on in the year.
Cassia
There's so many things to unfold here, but let's start with more narrow AI. Do you think the future for companies is smaller models that they'll use for their specific cases? How do you think about it?
Yeah, I think that genuinely the entire pie of AI use cases is going to grow.
So if you ask me today versus in 2027, you're going to see more use cases of every breed. The difference that I think you're going to see is that my favorite customer quote is, “General intelligence is great, but I don't need my point-of-sale system to recite French poetry.”
Mhm.
It's this idea that most customer use cases look like something one of our customers, Checkr, does. They look through employee background checks and are looking to extract very specific information with respect to criminal codes and violations, and previous things in employee backgrounds. It's not like they need the model to be able to do French poetry and write Python code. They need to do a really high-quality job on one particular set of tasks.
So in enterprise, I think the majority of use cases are going to move, and have already started to shift, toward a lot of these narrow use cases that are automation-oriented. Not to say that these general-purpose agents where you can talk to them about anything in the company won't exist and won't be great demos, but some of the high-value use cases are going to look like being a really prescriptive, specialized agent that understands how to solve a series of tasks very well.
And I think in enterprise, that's going to be true. In consumer, I think it's a little bit harder to say, actually. I think versatility is actually very helpful when it comes to consumer. But regardless, one thing we've seen that wasn't obvious in 2023, but I think is obvious in 2025, is that we aren't going to live in a world where one model rules it all.
You're going to see a mix of open-source models, closed and commercial models, different parameter-size ranges, and, just like any software tool, people are going to choose the best tool for their individual task. The thesis we have is that the types of tasks that require narrow AI are going to grow at an even faster rate than the types of tasks that the rest of the AI world is dominating with today.
Cassia
In this crazy race, do you have a plan? How far in the future is it—2026, 2027? What's your strategy and planning?
Yeah, it's a good question. I think there's the famous quote from boxer Mike Tyson: everyone has a plan until they get punched in the face. That's probably true in AI as well. We absolutely have a plan that we think about extending through the end of this year and through 2026, but the truth is AI changes on a weekly basis. And so you need to be able to have a framework that allows you to make decisions as things come in more quickly.
It's all guided by, I would say, a north-star vision. Our vision is to help customers develop specialized AI and help them tune, serve, and deploy their models. The pieces that are more dynamic are what the best ways will be for people to tune their models. We're not religious about saying supervised fine-tuning is the be-all and end-all. We just think it's the best technique today if you care about getting the best performance out of your models.
But in a year from now, you could see a completely new technique come up. Obviously, in 2025, the biggest new technique is reinforcement fine-tuning, which we pioneered at the beginning of this year and had talked about earlier, too. And so I think from our standpoint, our vision is really going to be predicated toward the goal of helping customers develop specialized AI, tune those models, and then run highly performant model deployments in production. So that means we're going to continue to build infrastructure in training, inference, and serving.
And we know the things that are going to come out through the rest of this year: advanced techniques for how we specialize models and customize them, advanced techniques for how we run inference better, and expansion to modalities. We're seeing more customers ask us about things like multimodal, vision, or voice today. And so we're going to want to continue to expand that within this broader framework of tuning and serving. We'll see where the research really leads and be able to adapt that back into the platform.
Cassia
Let's go to inference. Why is it so hard for enterprises, and what could make it easier?
Yeah, inference is a phenomenal example of something that starts off being very easy and then gets hard as you actually peel back the layers of the onion. Why is inference hard? It gets hard between the different stages that an organization ends up being in. There's the crawl stage, where I'd say the difficult part of inference isn't so much needing brilliant software engineering, but it is that GPUs, for example, might be hard to get.
So if you have the largest possible model, you might need 8 or 16 H100s running to just have a single replica of a model deployed, which means you're going to have to procure them and then decide if you're able to autoscale them up or down inside of your environment. And you need to set up an initial inference server and framework.
A number of companies, including us, have tried to make that easy by open-sourcing inference frameworks and servers. So we've open-sourced LoRAX, which is the underlying inference technology that we use, so that anyone can stand it up themselves. I think what I see, though, is if you're a smart engineer, you can set up your own inference framework and server. You can get that working, and it'll work well to start to feed your initial prototype and application.
What's really hard, though, and what I think a lot of customers don't want to do, is maintain production inference. And production inference is another ball game. That doesn't mean that the model works and is up 95% of the time or even 99% of the time. It means it's backed by 99.9% or 99.999% SLAs. That means you need to have resilient fault tolerance and be able to do blue-green deployment updates. That means you need to be able to do multi-region replication in case you have these model deployments set up.
And then, most critically, GPUs are expensive, which means you need to be able to optimize the models such that you're actually getting the most for every individual token that comes out. And so you're optimizing for total cost of ownership, whether that's using a small model or using some of the techniques we have in our platform, like TurboLoRA, which are just software-defined ways to increase your model throughput by 2×.
All of these factors come in when you make that shift from, “I'm prototyping and able to get inference going,” versus, “I'm actually going to production. I need monitoring, SLAs, high-performance throughput, and all the other functions that go with the fact that this is feeding a business-critical application.”
The last thing I'll just briefly say with inference is I think that, while all those are challenges, there's a view that inference is going to get increasingly commoditized as a market. And I don't disagree with this on base-model inference in particular. There's no reason that one company's DeepSeek endpoint is way better than another company's DeepSeek endpoint.
What I think is going to be really interesting is the trend toward what we kind of call internally intelligent inference. Intelligent inference, in my view, is back to that initial conversation we were having about whether you have an inference pipeline that hooks into a post-training stack that lets your models get better over time.
That's really the future of where we see inference going.
Cassia
It's super interesting—intelligent inference. We'll work on the branding and marketing for that one. But it's definitely the biggest trend that we see get unlocked by having a single place where you can do post-training and inference.
Cassia
If we speak about open source, and you are such a proponent of open-source AI models, what is missing in the open-source AI stack, and what are the gaps between this model zoo and production?
I think that the open-source model stack has gotten pretty good for some of the core infrastructure that you need to set up. I think open-source fine-tuning frameworks like ours—Ludwig, as an example—are pretty good at helping people start to run experiments. Open-source inference frameworks like ours, like LoRAX, are pretty good at helping people do some of the initial serving.
And then when you want to make the shift toward a managed platform, you have a pretty easy on-ramp to a platform like Predibase that gives you the batteries-included GPUs and infrastructure out of the box. I think one of the things that is missing is a really resilient way to do evaluations.
This is something that has been talked about quite a bit, I think, in the LLM industry. And the truth is, it's a challenging problem because LLM outputs at times can be objective and at times can be quite subjective. What's to say if something is a good summary versus if you got decent classification accuracy, as in traditional machine learning?
So I've seen a number of friends and a number of folks who have started frameworks or even companies in LLM evaluation, but I still think it's an open problem. A lot of companies build very in-house evaluation systems, and “The Leaderboard Illusion” showed us that crowdsourced evaluation cannot really work at this moment, right?
Yeah, I see people tackle evaluation in a number of different ways. Most people I see do evaluation in-house. I'll just start off by saying that the most common thing that I see—I've seen 3 versions of evaluations. The first is that they rely heavily on existing data and some proxies.
A good example is if you're doing document classification, you look at some historical holdout data and you're able to see how that model performed. That's the cleanest, simplest way, but it isn't always possible because that works for use cases where you have that historical data.
The second way I've seen evaluations done is to leverage GenAI itself more heavily. Here, we see people use LLMs as a judge as the most common technique. They start to use larger models as graders to understand: Did this response answer the customer's question? Was this a good summary for the output that we were looking for, and so forth?
Finally, I would say that the third way we see evaluation done sort of feels like vibes in some way. You'll ship the product and try to collect some sort of product feedback to help you understand whether or not the model was doing the directional type of behavior that you were anticipating. I think the truth is that a lot of evaluation is in-house, and we should not underestimate how much of it is vibes today. But getting good evaluation is going to be critical toward building this kind of continuous improvement loop.
Cassia
I agree. But it's so hard, especially with the closed models, because they publish a new model and it's a new persona. You need to develop basically a new vibe to understand it. It's really tricky.
Yeah, I think open source is helping a lot, in particular with open-source reasoning models. One of the big things was exposing the reasoning tokens themselves. That happens if you use DeepSeek R1 versus the earlier generation of reasoning models from a closed provider. You can actually start to run evaluations not just on model output, but on what series of steps it was taking in order to get there.
Look, I think the point was actually much less obvious in 2023, but it has become really obvious for most companies now: open source is here and going to be here to stay. In 2023, when we talked about the future being open source, the best open-source model at the time was GPT-J, and it was a far gap from where GPT-3.5 was at the time.
Today, DeepSeek R1 or V3, Qwen 3, and Llama 4—these models are not only on par, but many times, actually, in the benchmarks, doing even better than the leading commercial models. To me, that's 6 months ahead of schedule. I would have thought the end of 2025 would have been the earliest that we'd see open-source models beat commercial models. I thought they would be on par this year, but it's incredible, the rate of innovation that we've seen in open source.
Cassia
You never speak about AGI. What is your stand on that?
I think AGI is something that's far from the world that I see, in honesty. The world that I see tends to be, rather than artificial general intelligence, practical specialized intelligence. I think that AGI is often thought about in the research labs, where folks will come up with good definitions. If we take a definition of AGI as, can a model pass a Turing test, I would suggest that we're probably in that ballpark already. But what's the practical implication of that?
I don't spend too much of my time thinking about the Terminator-style scenarios, but I do spend a lot of my time thinking about what having this generalized intelligence looks like when you actually have business processes, like a Fortune 200 company such as Marsh McLennan, or another organization that I mentioned earlier, like Checkr, or any of these other companies that have a lot of productivity they've unlocked through business practices over the past decades. That productivity is about to take a step-function change and increase.
To me, that's really the interesting area for where this is going to go. I think there are probably some deeper philosophical questions about what will happen over a 5-, 10-, or 20-year period. We've found it pretty hard to even predict what's going to happen 18 months from now in AI. That's really where a lot of my focus has been: what's going to be the practical implication for both enterprise and consumers?
Cassia
That's a very nice perspective. What concerns you and excites you the most about the future that you're building with Predibase?
I think what concerns me probably comes back initially to the evaluation piece. People see an incredible amount of value. I see statements from analyst reports and others from time to time that often ask, “Is generative AI a bubble? Are people actually seeing real business value?”
I never get that question from a CIO at a Fortune 200 that's actually working on generative applications. When you're on the ground and actually see what these models can do, I think the question of whether there's going to be ROI versus the 50 cents or dollar that a million tokens are going to cost to process isn't even a question in the vast majority of situations. If it is, it's really just a question of selecting the right use case.
What concerns me is that we might go through a little bit of a hype bubble where people are really excited about these far-fetched, French-poetry-style use cases, where the model is doing these amazing, multi-agent-step demos. Then you enter into a little bit of a crash of disillusionment, where people have gravitated toward and attached themselves to use cases that were probably not the high-value, high-business-impact use cases that the models can do today.
The high-level thing that concerns me is if people end up essentially going too far and shooting too far ahead, without realizing the business impact that they can have with LLM use cases today. Then they enter a little bit of disillusionment out of that.
I will say, though, that given how quickly people have been able to iterate, I think I'm a lot less concerned about that than I was 5 or 10 years ago. I've been in the AI space for over a decade, and I think AI has probably been a place that, outside of the top 1% of organizations, overpromised and underdelivered between 2012 and 2022.
It was an area where we talked about how you were going to have, for example, YouTube-style recommendation systems that you could bring to your small and medium-sized business. That never really translated. I don't think that's true for the current wave of AI that we're in right now. The thing that would concern me is if we started to adopt paradigms that make people think that way.
The trend that I'm most excited about is that it used to be the way in software development that you'd perfect and then ship. You'd build, test, test, and test, do some dogfooding, and then ship out your product. As a startup entrepreneur, I think a lot about how you get really fast feedback from the market as quickly as possible.
One of my previous mentors said, “If you ship something that you're not at least a little embarrassed by, you've waited too long.” The thing that I think I'm excited about in AI is that you've actually started to see a shift in how people develop, too, where they're putting out honestly 60% solutions today. The reason they're putting out 60% solutions is that they want to test whether they have product-market fit with that solution and also start to collect data so that they can improve those models over time.
I'm excited to see what this more startup way of thinking is going to mean now that it's being adopted not just by 20- to 50-person organizations, but also by some of the larger companies adopting GenAI.
Cassia
Thank you. That's very insightful. My last question is a complete change of gears. What is a book or idea that shaped your thinking? It can be related to machine learning or completely unrelated.
Completely unrelated.
I would say a book that I like is called The Happiness Advantage by Shawn Achor. He’s a psychologist at Harvard who studied positive psychology in the context of organizations. What he found was that it wasn’t necessarily that success brought happiness in all cases; it was that happiness actually made you much more likely to be successful.
The book really covered 2 key things. The first was how having a more positive and happy outlook allows you to do better in terms of the different tasks that you’re trying to do, whether it’s work or personal. The second was ways that you can—I don’t want to say “hack happiness”; that sounds very San Francisco biohacking—but ways that you can essentially put yourself in a position to be a lot happier without having to rely on these external factors.
I think The Happiness Advantage is definitely one that I really enjoyed as an overall read, and it’s an idea that also extends to both personal and professional work.
Cassia
So you think we’re a pretty happy organization?
I hope so. I mean, I think that the truth is, if you’re working in generative AI today, it’s a noisy environment. It’s fast-moving and competitive. Players, including us, are well-funded, which means that you have a lot of cards on the table.
But I think that we and other organizations will also do our best work if we’re excited about the future that we’re running into, rather than if we’re operating out of, for example, predominant concern or other things like that.
Cassia
Great. Thank you so much. That was wonderful.
Of course. Yeah, I really enjoyed the conversation today, and thanks again for having us on.