The Future of AI Supply Control

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Do you see that this sort of supply control is likely to be viable for kind of controlling who can do what with AI? I mean, that could be in the context of China, right? We could say, there's these export controls and they can only buy H800s instead of H100s. Do you feel like this is a sort of controllable enough resource that it's ultimately going to be fruitful to try to control the development of AI through controls on hardware?

Nathan Labenz sits down with Dr. Ronen Dar, CTO and co-founder of Run:ai, an Israel-based company that helps enterprises train and deploy AI models by optimizing GPU usage. The discussion covers how chip makers can meet the soaring demands, geopolitical fears, to the best practices companies can secure compute capacity. If you’re looking for an ERP platform, check out our sponsor, NetSuite: http://netsuite.com/cognitive

We're hiring across the board at Turpentine and for Erik's personal team on other projects he's incubating. He's hiring a Chief of Staff, EA, Head of Special Projects, Investment Associate, and more. For a list of JDs, check out: eriktorenberg.com.

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TIMESTAMPS:

(00:00) Episode Preview

(00:51) Introduction to Dr. Ronen Dar

(03:30) Run:ai's technology and what differentiates it from other solutions

(06:00) Today's market compared to when Dr. Ronen started five years ago

(13:40)Run:ai on market competitors like mosaicML

(14:55) Sponsors: NetSuite | Omneky

(22:00) The process and best practices by which companies secure compute capacity

(25:00) Dr. Ronen explains the GPU shortage

(31:50) GPU solutions

(36:00) Relative pricing across major providers

(41:00) What other chip makers are going to be relevant?

(49:00) Global outlook for chip production

(52:45) Worldview around the US-China AI race

(58:00) Can controls on hardware actually control access to AI?

LINKS:

https://www.run.ai/

SOCIAL MEDIA:

@labenz (Nathan)

@ronen_dar

@runailabs (Run:ai)

@cogrev_podcast

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