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19min chapter
Powering AI: Energy Bottlenecks, Hyperscalers, & AGI w/ Freda Duan, Principal at Altimeter Capital
"Autopilot" with Will Summerlin
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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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode