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5min chapter
From startup to $1.2B with Lambda’s Stephen Balaban
Gradient Dissent: Conversations on AI
Investment in AI Applications and GPU Technology Growth
Exploring the demand constraints and investment landscape for new chips and AI applications, including debunking misconceptions on gross margins and data center costs. The chapter also discusses the potential impact of AI on the economy and software engineering tasks over the next decade and beyond.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode