"Turpentine VC" | Venture Capital and Investing E62: Wing's Chris Zeoli on AI Infrastructure Opportunities
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Oct 30, 2024 Chris Zeoli, a Partner at Wing Capital, dives into the booming field of AI infrastructure. He unpacks the latest trends in data-centric investments and the essential role of specialized hardware for AI growth. The discussion highlights NVIDIA's significant $14 billion investment and its impact on data center technologies. Chris addresses challenges in GPU capabilities and cybersecurity, while emphasizing the competitive edge between tech giants like NVIDIA and AMD. Discover how Oracle Cloud Infrastructure can enhance AI efficiencies too!
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Computing Cycles
- Chris Zeoli explains Jensen Huang's framework of major computing cycles.
- We are moving from a retrieval-based internet to retrieval plus generation, changing computing architecture.
Model Investing
- Wing Capital avoids large language models due to capital intensity, focusing on vertical-specific models.
- OpenAI, Anthropic, and Meta are battling in the large language model space.
Meta vs. OpenAI
- Meta's $20B investment in chips rivals OpenAI's spending and positions them for multimodal competition.
- OpenAI has a data network effects advantage through user feedback.