Stray Reflections What if AI is underhyped?
20 snips
Jan 19, 2024 Glen Kacher, CIO, Light Street Capital, explores the progress of AI, the role of GPUs in AI development, competition in the AI chip industry, state of PC, phone, and auto markets, challenges for SaaS companies, excitement of future technological advancements, and gratitude towards investors.
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Transcript
Episode notes
1 2 3 4 5 6 7
Introduction
00:00 • 3min
The Role of GPUs in AI Development
02:45 • 21min
Competition and Market Share in the AI Chip Industry
23:49 • 11min
State of PC, Phone, and Auto Markets and Regulatory Concerns for Apple
35:10 • 2min
Challenges and Considerations for SaaS Companies in a Recession
37:27 • 14min
Exploring the Excitement of Future Technological Advancements
51:54 • 2min
Gratitude towards investors and anticipation of the future
53:55 • 2min