

Powering AI: Energy Bottlenecks, Hyperscalers, & AGI w/ Freda Duan, Principal at Altimeter Capital
Jun 18, 2024
Will Summerlin sits down with Freda Duan from Altimeter Capital to discuss energy bottlenecks in AI, AGI development, capital expenditure trends in big tech, open source vs closed source models, the rise of XAI, economic risks, investment cycles, and the future impact of AI.
Chapters
Transcript
Episode notes
1 2 3 4 5 6 7 8
Intro
00:00 • 2min
Navigating Energy Bottlenecks in AI
01:38 • 11min
Analysis of AI Capital Expenditure and Infrastructure Allocation
12:09 • 4min
The Impact of AI on Custom Software Solutions and Revenue Expansion
15:41 • 2min
The Impact of Hyperscalers on Independent Infrastructure Software Companies
17:25 • 19min
Evolution and Impact of AI
36:12 • 8min
Opportunities for Value Creation in the AI Industry
44:30 • 5min
Exploring the Emergence of Highly Integrated Native Manufacturing Companies and AI Impact
49:35 • 2min