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AI Cambrian Explosion: Conversation With Three AI Engineers — #37

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Google's Challenge to the Search Business Model

I think there's a very deep challenge to Google's core business. You should not write them off. They could even end up winning the AI battle, but their core business absolutely is in some sense at risk. I wouldn't say with high conviction that Nvidia is overpriced right now. It's just that the quantization trend does fight against it. And I'm not sure that investors that are driving the current huge increase in Nvidia valuation appreciate this quantization trend.

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