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14min chapter
#200 CEO & Co-Founder Together AI, Vipul Ved Prakash w/ Bucky Moore: Super Cycle
Grit
Investing in AI Infrastructure: Together AI Platform and Industry Trends
The chapter explores Together AI, a cloud platform for building custom AI models and applications, contrasting it with companies like OpenAI and Anthropic. It discusses investment strategies in AI, non-financial investors such as Amazon and Nvidia, and the debate between open source and closed source models in the AI industry. The speakers analyze the computational demands of generative AI, investments in NVIDIA for GPUs, and the potential of an AI super cycle.
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