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16min chapter
#149 - Reflecting on 2023, Midjourney v6, Anthropic Revenue, Unified-IO 2, NY Times sues OpenAI
Last Week in AI
AI Companies' Revenue and Competition
The chapter discusses the revenue projections and growth of AI companies like Microsoft, Anthropic, and OpenAI. It highlights the importance of considering margins and hosting costs for language models. The chapter also mentions Nvidia's release of a slower AI chip for China to bypass export controls, and the progress of China's semiconductor fab, SMIC.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode