The podcast discusses the four wars shaping the development of AI, including the quality data wars, the GPU rich/poor battle, the multimodality war, and the RAG/ops war. They analyze ongoing lawsuits and the potential involvement of the Supreme Court in these wars. The hosts delve into the strategies and competition in the database, frameworks, and dev tooling space, as well as the battle between specialist models and everything models in AI development.
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Quick takeaways
The quality data wars in the AI space involve the battle between content platforms and AI labs, with copyright issues and lawsuits arising.
The war of the GPU rich versus the GPU poor focuses on the battle for faster, cheaper inference and training, with big players like Apple interested in the GPU-poor approach for powerful models on devices.
Deep dives
Quality Data Wars
The quality data wars in the AI space involve the battle between content platforms and AI labs. Content platforms, like publishers and artists, are concerned about AI labs training their models using data that they believe should be paid for. On the other side, AI researchers, startups, and synthetic data researchers argue that training AI models on copyrighted materials is fair use and beneficial for the world. This conflict is being fought in both the courts of public opinion and actual courts, with lawsuits and legal battles arising. Ultimately, the resolution of this war may come from the Supreme Court. However, there are also attempts to resolve this conflict through market deals and collaborations between AI companies and content platforms.
War of the GPU Rich vs. the GPU Poor
The war of the GPU rich versus the GPU poor focuses on the battle for faster, cheaper inference, fine-tuning, and training in AI. GPU-rich clouds, manufacturers, and VC-funded companies seek to throw more computing power at advanced models to drive new capabilities. On the other side, GPU-poor AI engineers and edge computing proponents aim to create new architectures and approaches for faster and cheaper inference on less powerful devices. This battle is not simply about resources, as even big players like Apple are interested in the GPU-poor approach to enable running powerful models directly on devices like iPhones. Both sides can be winners in this conflict, as they offer different perspectives on the future of AI.
The wars include the Quality Data Wars, the War of the GPU Rich/Poor, the Multimodality War, the RAG/Ops War
Inspired by this excellent framework from our friends at Latent Space https://www.latent.space/p/dec-2023
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