E143: Nvidia smashes earnings, Arm walks the plank, M&A market, Vivek dominates GOP debate & more
All-In with Chamath, Jason, Sacks & Friedberg
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The Shift to Open-Sourcing in AI and Infrastructure
This chapter examines enterprises' hesitations about using OpenAI and their increasing preference for open-source solutions to maintain data control. It also explores the trend of open-source hardware, embracing innovations like the Open Compute Project and major investments in cloud infrastructure to enhance efficiency and scalability.
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