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Is Nvidia in a class of its own? Cameron Fen with James Foord
Jun 29, 2023
27:52
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Episode notes
1.
Introduction
3min
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2.
The Commercial Implications of Large Language Models
6min
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3.
The Economic Unviability of Chat GPT at Scale
3min
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4.
NVIDIA's Growth Story
4min
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5.
AMD, Google, and NVIDIA: Which Is the Best Position to Compete?
3min
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6.
NVIDIA's Valuation: Is It Too Expensive?
2min
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7.
How I Use Machine Learning to Improve Macroeconomic Models
2min
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8.
The Difference Between Causation and Correlation in Machine Learning
3min
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9.
How to Invest in Foreign Countries
3min
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Cameron Fen
talks to James Foord about artificial intelligence and its implications for businesses today.
(2:40) AI, large language models and commercial implications for big tech
(12:40) Is Nvidia in a class of its own?
Full episode originally published June 15, 2023 on
The Pragmatic Investor
.
Free trial for James Foord's The Pragmatic Investor
Episode transcripts on Seeking Alpha
A Data Scientist Explains Large Language Models And Implications For Businesses
Nvidia Bulls Are Way Overestimating AI GPU Demand
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