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28: Investing in AI, with Tomasz Tunguz

Onward, a Fundrise Production

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Transition from Infrastructure to Application Phase of AI

This chapter discusses the transition from the infrastructure phase to the application phase of AI. It explores the recent innovation in AI at the infrastructure layer, the increasing demand for GPUs by cloud companies, and the accessibility of AI infrastructure to regular software engineers. It also highlights the value of unstructured data and the advancements in machine learning models for processing it.

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