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E118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
All-In with Chamath, Jason, Sacks & Friedberg
Which Kind of Companies Will Be The Big Winners in AI?
Language models are valuable but have a capped upside. The real winners in AI will be those involved in the silicon layer, such as companies rearchitecting compute for these models. Custom silicon providers like AMD and Nvidia will continue to be rewarded. Singular sources of data, like Facebook and Quora, are also valuable. Startups that gather enough data have the potential to become valuable as well. The majority of companies in AI are in the middle and will become highly commoditized. It's important to remember that all models are open source and rely on the data they are trained on.
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