AI Advancements and Competitive Dynamics

Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption.

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• Mistral
• NVIDIA
• AMD

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 Show Notes: 

(0:00) Introduction

(0:27) Model news and product launches

(5:01) Google enters the competitive space with Gemini 1.5

(8:23) Biology and robotics using LLMs

(10:22) Agent-centric companies

(14:22) NVIDIA earnings

(17:29) ROI in AI

(20:43) Impact from AI

(25:45) Building effective AI tools in house

(29:09) What would it take to compete with NVIDIA

(33:23) The architectural approach to compute

(35:42) the roadblocks to chip production in the US

(38:30) The virtuous tech cycles in AI