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E53: Tomasz Tunguz on the Evolution of the Data Ecosystem
"Turpentine VC" | Venture Capital and Investing
The Rising Tide of Smaller Models
The dominance of smaller language models presents a compelling case against the continued value of companies like Nvidia. As models such as LAMA’s 8 billion parameter version demonstrate capabilities that rival much larger models, it becomes evident that many enterprise use cases do not require billions of parameters. Instead, smaller models that are efficient for deployment on computers or mobile devices are becoming more relevant, particularly for privacy and latency considerations. Additionally, increased competition from tech giants like Google and Amazon, with their own advanced inference chips, could drive down market demand for high-end GPUs. The bullwhip effect illustrates how minor changes in demand can lead to amplified changes along the supply chain, potentially shaking up the established market dynamics.
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