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E166: Mind-blowing AI Video: OpenAI launches Sora + Is Biden too old? Tucker/Putin interview & more
All-In with Chamath, Jason, Sacks & Friedberg
The Compute Build-Out, Productivity Gains, and ARM's Valuation
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This chapter explores the ongoing compute build-out and its potential impact on productivity gains. It discusses the need to build out infrastructure to support these gains, the importance of specialized chips for AI, and the prescient investment in AI by SoftBank with ownership of ARM.
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