Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
Description
Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption.
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Show Notes:
(0:00 ) Introduction
(0:27 ) Model news and product launches
(5:01 ) Google enters the competitive space with Gemini 1.5
(8:23 ) Biology and robotics using LLMs
(10:22 ) Agent-centric companies
(14:22 ) NVIDIA earnings
(17:29 ) ROI in AI
(20:43 ) Impact from AI
(25:45 ) Building effective AI tools in house
(29:09 ) What would it take to compete with NVIDIA
(33:23 ) The architectural approach to compute
(35:42 ) the roadblocks to chip production in the US
(38:30 ) The virtuous tech cycles in AI
United States
