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$7 Trillion For Chips and Drug Pricing | The Brainstorm EP 35
Feb 14, 2024
Sam Korus, Nick Grous, Brett Winton, and Ali Urman discuss Sam Altman's plan to raise $7 trillion for an AI chip. They explore the exponential growth of AI, the impact of quantum, recreation, and AlphaGo, and the high drug prices in the US compared to other countries. They also analyze the viability of Mark Cuban's generics company and discuss the impact of drug pricing on affordability and access to care.
39:14
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Quick takeaways
- Sam Altman plans to raise $7 trillion for an AI chip, highlighting the need for massive investment to meet future hardware requirements for AI.
- The Senate hearing on drug pricing exposes significant price differences for medications in the US compared to other countries, shedding light on the need for negotiation and affordability measures.
Deep dives
High AI Chip Spending: The Need for Future AI Hardware
The podcast discusses the news of Sam Altman's request for $5 trillion to build a giant chip-making facility for AI. The hosts explain the reasoning behind such a huge investment, stating that the scope is necessary to meet the future hardware requirements for AI. They break down the costs involved and the potential return on investment, highlighting the importance of building enough AI chips to power AI software and increase productivity in various industries. They also mention the need for automakers to invest more in EV capital. Overall, the discussion emphasizes the importance of capitalizing on disruptive technology to meet future demand.
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