Big Technology Podcast Are LLMs Hitting A Wall, Microsoft & Alphabet Save The Market, TikTok 'Ban'
Apr 26, 2024
Deirdre Bosa, CNBC's TechCheck anchor, joins the discussion on the latest in tech. They delve into whether large language models are reaching their limits and the financial implications of AI investments. The conversation highlights Meta's mixed earnings, Microsoft’s successful AI results, and Google's solid performance. Additionally, they tackle the looming TikTok ban, user loyalty dilemmas, and the tangled web of legislative actions. It's a whirlwind of insights into the tech landscape's future and the challenges ahead!
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LLM Development Costs
- LLMs face rising compute costs, potentially reaching billions of dollars to build.
- This cost increase could limit the number of companies able to develop them.
Chatbot vs. Traditional Search
- Chatbot searches consume significantly more compute power than traditional searches, even for simple queries.
- This raises concerns about efficiency and scalability.
Meta's AI Investment and Market Reaction
- Meta's substantial investment in AI, despite strong ad revenue growth, caused a stock drop.
- This highlights investor concern over long-term payoffs and market pressures.