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Platform Integration and AI Hardware Evolution
The chapter delves into platform persistence and the risks of building on existing platforms, using examples like Android and web browsers. It discusses the verticalization of technology companies, historical integration of third-party applications into Microsoft Office, constraints of small AI models, and the evolving landscape of computing distribution between client and cloud servers. The conversation also covers unique form factors for data collection, a tech company's product launch strategy, efficiency in model training with GPU infrastructure, dynamics in the AI model landscape, and the immense investments in AI by tech giants and hyperscalers.