The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch 20VC: Why Google Will Win the AI Arms Race & OpenAI Will Not | NVIDIA vs AMD: Who Wins and Why | The Future of Inference vs Training | The Economics of Compute & Why To Win You Must Have Product, Data & Compute with Steeve Morin @ ZML
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Feb 24, 2025 Steeve Morin, founder and CEO of ZML, discusses the competitive landscape of AI, emphasizing why Google is positioned to win the AI arms race while OpenAI might falter. He explores the evolving role of inference over training and the challenges facing AI hardware supply. The importance of data, product, and compute is highlighted as essential for success in AI. Morin also analyzes NVIDIA's market dominance amid competition from AMD and shares insights on semiconductor supply chain issues affecting chip production.
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Compute Ownership
- Owning your compute infrastructure is crucial for long-term success in AI.
- Without owning your compute, you are starting with a significant disadvantage.
AMD Efficiency
- Switching from NVIDIA to AMD GPUs for a 7TB model can quadruple efficiency in terms of spending.
- The main challenge is actually acquiring AMD GPUs due to limited availability.
Nvidia Bubble
- Nvidia’s rebound after the crypto crash is potentially a bubble based on the A100 financial model.
- H100 GPUs, while better for training, offer limited inference improvement at a much higher cost.