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cover of episode From Rules to Reasoning Engines // George Mathew // #296

From Rules to Reasoning Engines // George Mathew // #296

2025/3/18
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George Mathew: 我专注于投资那些能够建立具有持久影响力的公司，也就是能够创造世代影响的组织。在过去的几年里，AI和ML发生了巨大的变化，特别是像ChatGPT这样的模型彻底改变了游戏规则。我们正从基于规则的软件转向AI驱动的推理引擎，AI将成为所有软件的核心组成部分，从根本上改变业务运营。我看到了基于代理的系统兴起，高质量数据的重要性，以及像Deep SEQ这样的最新突破，这些都将AI推理能力推向了新的高度。未来，AI将在软件、企业应用和日常生活中扮演核心角色。 我坚信，未来软件的核心都将是AI驱动的功能。从1995年至今，软件经历了客户端-服务器、互联网、移动和云计算等阶段的变革，而现在，我们正处于AI系统构建的新时代。我认为，从现在开始，所有软件都将包含AI驱动的功能。这将改变软件的价值主张和使用方式，并催生新的数字劳动力，例如合成SDR、BDR、开发人员和流程自动化人员。这将减少对服务的需求，并实现软件在企业内部的自主运行。 大多数软件都是基于规则引擎构建的，而AI驱动的推理引擎将改变这一点。规则引擎随着时间的推移会变得脆弱，因为你必须不断地将业务流程编码到这些规则中。但如果我们不再需要这样做呢？如果我们拥有一个能够持续推理正在发生的事情的推理系统，并且这个推理系统可以像人类一样，甚至在推理方面超越人类呢？这将改变软件的价值主张和使用方式。 未来软件的AI集成将既有对现有系统的增强，也有从头开始的全新构建。我们可以将现有系统整合到代理工作流程中，结合基础模型的推理和知识，从而获得巨大的好处。同时，也会出现许多全新的系统，这些系统将从根本上不同于我们之前所做的任何事情。 AI在软件中的应用将从辅助工具（co-pilots）发展到完全自主的系统（autopilots）。完全自主的自动驾驶系统甚至不需要以与人类相同的方式执行工作。大型语言模型的概率能力使我们能够看到意想不到的涌现行为。我们应该关注推理能力的提升，高质量数据仍然是关键。大型语言模型提供商面临着来自高效、低成本模型的竞争压力。AI正在提升定制软件开发的效率。我们可以利用现有的组件、数据和管道构建高度定制的软件体验，同时保持底层组件的可升级性。 未来AI系统将更倾向于多个小型代理协同工作，而非单一大型系统。这些代理将执行各种大小的任务，从而提高效率。更具有科幻色彩的、始终伴随我们的AI系统，则可能在未来出现。

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George Mathew, Managing Director at Insight Partners, shares his insights on building companies with lasting impact, focusing on the transition from rule-based software to AI-driven reasoning engines. He emphasizes the importance of high-quality data and the rise of agent-based systems in shaping the future of AI.
  • Focus on building 'generational outcomes'
  • Shift from rule-based software to AI-driven reasoning engines
  • Importance of high-quality data for AI systems
  • Rise of agent-based systems

Shownotes Transcript

From Rules to Reasoning Engines // MLOps Podcast #297 with George Mathew, Managing Director at Insight Partners.

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// AbstractGeorge Mathew (Insight Partners) joins Demetrios to break down how AI and ML have evolved over the past few years and where they’re headed. He reflects on the major shifts since his last chat with Demetrios, especially how models like ChatGPT have changed the game.

George dives into "generational outcomes"—building companies with lasting impact—and the move from rule-based software to AI-driven reasoning engines. He sees AI becoming a core part of all software, fundamentally changing business operations.

The chat covers the rise of agent-based systems, the importance of high-quality data, and recent breakthroughs like Deep SEQ, which push AI reasoning further. They also explore AI’s future—its role in software, enterprise adoption, and everyday life.

// BioGeorge Mathew is a Managing Director at Insight Partners focused on venture stage investments in AI, ML, Analytics, and Data companies as they are establishing product/market fit.

He brings 20+ years of experience developing high-growth technology startups including most recently being CEO of Kespry. Prior to Kespry, George was President & COO of Alteryx where he scaled the company through its IPO (AYX). Previously he held senior leadership positions at SAP and salesforce.com. He has driven company strategy, led product management and development, and built sales and marketing teams.

George holds a Bachelor of Science in Neurobiology from Cornell University and a Masters in Business Administration from Duke University, where he was a Fuqua Scholar.

// Related LinksWebsite: https://www.insightpartners.com/