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.
Our 149th episode with a summary and discussion of last week's big AI news!
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Timestamps + links:
- (00:00:00) Intro / Banter
- (00:08:13) Reflections on 2023
- Tools & Apps
- Applications & Business
- Research & Advancements
- Policy & Safety
- (01:23:40) Outro