BG2Pod with Brad Gerstner and Bill Gurley Ep16. Nuclear Update, AI Fast & Furious, State of VC | BG2 w/ Bill Gurley & Brad Gerstner
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Sep 25, 2024 Dive into the revival of nuclear energy as tech giants show increasing interest in this clean power source. Explore how nuclear infrastructure is becoming crucial for AI advancements and the intersection of these two fields. Discover the evolving landscape of venture capital amid a surge in late-stage investments and the challenges for startups facing IPO hurdles. The discussion also tackles the implications of investor behavior and Federal Reserve actions on market dynamics, alongside economic insights impacting tech valuations.
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AI Infrastructure Demand
- AI infrastructure demand is outpacing supply, even with rapid construction.
- Microsoft, NVIDIA, and Oracle see the need for more data centers and power.
New Scaling Vector for AI
- OpenAI's Strawberry model introduces inference time reasoning, a new scaling vector for AI intelligence.
- This allows models to reason during responses, increasing computational needs.
Logarithmic Scaling Impact
- The logarithmic scaling of processing for linear improvement in AI necessitates careful selection of problem cases.
- The cost of processing needs to be balanced with the desired solution quality.