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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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1
Introduction
00:00 • 3min
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2
The Commercial Implications of Large Language Models
02:39 • 6min
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3
The Economic Unviability of Chat GPT at Scale
08:33 • 3min
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4
NVIDIA's Growth Story
11:48 • 4min
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5
AMD, Google, and NVIDIA: Which Is the Best Position to Compete?
15:51 • 3min
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6
NVIDIA's Valuation: Is It Too Expensive?
18:42 • 2min
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7
How I Use Machine Learning to Improve Macroeconomic Models
20:35 • 2min
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8
The Difference Between Causation and Correlation in Machine Learning
22:07 • 3min
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9
How to Invest in Foreign Countries
24:43 • 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.

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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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