This chapter explores the difficulties and risks of investing in hardware companies, specifically in relation to startups competing against established players like Nvidia. It also discusses the differences in investment strategies between venture capital and private equity firms, and highlights the funding status of companies as a key factor in attracting investors. The chapter concludes with a mention of In Fabrica, an AI chip startup focused on enhancing chip utilization in data centers.
Our 138th episode with a summary and discussion of last week's big AI news, with guest host Jon Krohn of the the SuperDataScience podcast!!
Note: this one is coming out a week late, but we'll be back on schedule going forward!
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Timestamps + Links:
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