Stray Reflections
What if AI is underhyped?
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.
55:43
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Quick takeaways
- Returns on capital are highest in the infrastructure sector initially, then the platformer OS layer, and finally the application layer, making it crucial to focus on the infrastructure layer in the early stages of the AI shift.
- GPUs, originally designed for gaming, are ideally suited for the mathematical exercises involved in large language models (LLMs) and AI calculations, and will remain crucial for AI processes even with potential competition from CPU-centric companies.
Deep dives
The Evolution of Computing Architecture
Glenn Catcher discusses the three major layers of computing architecture evolution: infrastructure, platformer OS, and applications. He explains that returns on capital are highest in the infrastructure sector initially, then the platformer OS layer, and finally the application layer. He highlights the importance of focusing on the infrastructure layer in the early stages of the AI shift.
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