20VC: Raising $500M To Compete in the Race for AGI | Will Scaling Laws Continue: Is Access to Compute Everything | Will Nvidia Continue To Dominate | The Biggest Bottlenecks in the Race for AGI with Eiso Kant, CTO @ Poolside
The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch
Understand Costs to Compete in AI
It is essential to distinguish between the price and cost of AI models, particularly in the competitive landscape dominated by hyperscalers and emerging AI companies. The cost structure includes factors like servers, networking, data centers, GPUs, and energy, with additional operations representing marginal costs. Companies that maintain a low cost profile and invest in vertically integrated infrastructure will have a competitive advantage. Hyperscalers like Amazon, Microsoft, and Google stand out due to their investments in custom chips and hardware, with Google leading in the development of TPUs. Amazon also excels in chip manufacturing and development with its Tranium and Inferencia chips, while Microsoft is still establishing its chip capabilities.
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