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Powering AI: Energy Bottlenecks, Hyperscalers, & AGI w/ Freda Duan, Principal at Altimeter Capital

"Autopilot" with Will Summerlin

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The Impact of Hyperscalers on Independent Infrastructure Software Companies

This chapter explores the competition between hyperscalers and independent companies in the tech industry, analyzing the uncertainty around who will dominate the space in the future. They delve into the rising costs of training AI models, the significant financial investments needed for training upcoming models, and the potential disruptions AI could bring to various industries over the next decade.

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