Sarah and Elad discuss the AI market, noting a recent consolidation in areas like foundation models, healthcare services, and coding, while sales productivity, finance, and accounting remain open. They explore reasons for potential startup mergers to combat incumbents, citing ego, integration concerns, and valuation complexities as hindrances, and then shift to biotech, highlighting overlooked opportunities in fertility and anti-aging due to structural issues in the biotech industry, regulatory capture, and a bias against commercial applications among scientists. Finally, they delve into world models and reinforcement learning as paths to artificial general intelligence, discussing the challenges of creating useful environments and reward systems, and the potential for AI to discover unconventional solutions.
