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Real Vision: Finance & Investing
Who's Winning the AI Race? With David Mattin
Aug 18, 2023
David Mattin, founder of the New World Same Humans newsletter, discusses the AI and super-computing power race between the U.S. and China, the history and culture of innovation at Google and Apple, the potential for creating a competitive advantage with AI models like GPT-4, the concentration of power in AI development and its implications, and the significance of efficient and user-friendly hardware in the AI race.
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Quick takeaways
- Alphabet's launch of Gemini, its large language models, positions the company to challenge Microsoft and OpenAI in generating text, images, and graphics.
- Companies with sophisticated and powerful AI models in multimodal capabilities have a competitive advantage, while smaller organizations and startups have room for innovation with specific AI models.
Deep dives
AI Race and Landscape of Technology Companies
The podcast delves into the ongoing competition among technology giants to lead the AI space. Microsoft initially took an early lead by partnering with OpenAI. However, recently, Google's parent company, Alphabet, has made significant advancements with the launch of its large language models called Gemini. These models are designed to outperform OpenAI and Microsoft in generating text, images, and graphics. The podcast highlights the fierce competition and the potential for Alphabet to regain lost momentum. Additionally, Meta's partnership with Microsoft to open-source its large language model, Lama2, is discussed, highlighting the complex dynamics between major players.
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Discover
highlights
Listen to the best highlights from the podcasts you love and dive into the full episode