24min chapter

Invest Like the Best with Patrick O'Shaughnessy cover image

Gavin Baker - AI, Semiconductors, and the Robotic Frontier - [Invest Like the Best, EP.385]

Invest Like the Best with Patrick O'Shaughnessy

CHAPTER

AI, Data, and Semiconductor Dynamics

This chapter explores the intricate relationships between artificial intelligence, data sources, and the semiconductor industry, highlighting the importance of synthetic data for training AI models. It discusses competitive strategies among tech giants like Google and Meta, and considers the implications of silicon efficiency and edge processing in shaping the future of mobile technology. Furthermore, the chapter examines the investment landscape in AI startups, emphasizing the challenges and opportunities presented by the evolving application and infrastructure layers.

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