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Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil

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Manage episode 405133050 series 3444082
内容由Conviction提供。所有播客内容(包括剧集、图形和播客描述)均由 Conviction 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption.

Don’t miss our episodes with:

Sign up for new podcasts every week. Email feedback to [email protected]

Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil

Show Notes:

(0:00) Introduction

(0:27) Model news and product launches

(5:01) Google enters the competitive space with Gemini 1.5

(8:23) Biology and robotics using LLMs

(10:22) Agent-centric companies

(14:22) NVIDIA earnings

(17:29) ROI in AI

(20:43) Impact from AI

(25:45) Building effective AI tools in house

(29:09) What would it take to compete with NVIDIA

(33:23) The architectural approach to compute

(35:42) the roadblocks to chip production in the US

(38:30) The virtuous tech cycles in AI

  continue reading

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Artwork
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Manage episode 405133050 series 3444082
内容由Conviction提供。所有播客内容(包括剧集、图形和播客描述)均由 Conviction 或其播客平台合作伙伴直接上传和提供。如果您认为有人在未经您许可的情况下使用您的受版权保护的作品,您可以按照此处概述的流程进行操作https://zh.player.fm/legal

Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption.

Don’t miss our episodes with:

Sign up for new podcasts every week. Email feedback to [email protected]

Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil

Show Notes:

(0:00) Introduction

(0:27) Model news and product launches

(5:01) Google enters the competitive space with Gemini 1.5

(8:23) Biology and robotics using LLMs

(10:22) Agent-centric companies

(14:22) NVIDIA earnings

(17:29) ROI in AI

(20:43) Impact from AI

(25:45) Building effective AI tools in house

(29:09) What would it take to compete with NVIDIA

(33:23) The architectural approach to compute

(35:42) the roadblocks to chip production in the US

(38:30) The virtuous tech cycles in AI

  continue reading

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