Sarah and Elad dive into AI investing and technology trends, voice and video AI advancements, the Microsoft/Inflection deal, agentic systems, and prosumer applications. They discuss scaling in 2024, voice cloning, whitespace in AI, AI video landscape, and the impact of prosumer applications on AI development.

Join AI market expert Sarah, who navigates partnerships and consolidation, and strategist Elad, with a keen interest in humanoid robotics. They dive into the exciting landscape of LLM market changes, revealing how new collaborations and competition are shaping the future. They discuss the trend of smaller, high-performance models and the innovative strides being made in various sectors of AI. Plus, Elad is on the hunt for a humanoid robot—don’t miss his insights on this intriguing intersection of tech!

Sarah and Elad discuss AI music generation, device-resident models, AI hardware constraints, computing constraints, energy consumption, and integrating AI products in familiar apps. They question the smartness of smaller models, context windows, and the challenges faced by AI platforms in terms of hardware and energy. The episode touches on investing in AI, unlimited context, and the strategic implications of AI on national security and energy dependency.