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4min chapter
Ep18. Jensen Recap - Competitive Moat, X.AI, Smart Assistant | BG2 w/ Bill Gurley & Brad Gerstner
BG2Pod with Brad Gerstner and Bill Gurley
Emerging Competitors in AI Inference
This chapter explores the rise of companies like Grok, Cerebras, and SambaNova, which are challenging NVIDIA's dominance in the AI inference market through enhanced speed and pricing. It draws parallels with historical shifts in technology adoption, suggesting a transformative change in the AI landscape is on the horizon.
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