Navigating the GPU Landscape

This week on the podcast, Sarah Guo and Elad Gil answer listener questions on the state of technology and artificial intelligence. Sarah and Elad also talk about the 2024 tech market, what type of companies may reach their highest valuation ever and the (former) unicorns that may go bust. Plus, how do Sarah and Elad define happiness? Hint: it’s a use case for a specialized AI agent. 

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Show Links:

• Cerebras Systems signs $100 million AI supercomputer deal with UAE's G42 | Reuters 
• Our World in Data 

Show Notes: 

[0:00:37] - Impact of GPU Bottleneck in the near and long term

[0:10:30] - Timeline for existing incumbent enterprises to use AI in products 

[0:11:50] - Vertical versus broad applications for AI Agents  

[0:19:33] - 2024 tech market predictions & how founders should think about valuations