A few days after a lawyer used ChatGPT to write a brief filled with made-up cases, a group of A.I. experts released a letter warning of the “risk of extinction” from the technology. But will A.I. ever be good enough to pose such a threat?
Then, FAANG is now MAAAN, with the addition of Nvidia. Here’s how the GPU company became a trillion-dollar behemoth.
Pl ... Show More
Jul 31
Open Model Wars + Claire Stapleton's Dishy Google Memoir + Substack's Slop Fight
This week, we break down the arguments about open-weight models unfolding in Silicon Valley right now. Nvidia released an open letter signed by over 230 companies opposing “premature restrictions,” but will the Trump administration listen? Then, we’re joined by the author Claire ... Show More
1h 6m
Jul 17
The A.I. Trade Secrets War + Economists Say ‘We Must Act Now’ + HatGPT
This week, feuding between some of the biggest tech companies spilled into public view. We discuss Apple’s accusation that OpenAI tried to steal secrets about Apple’s hardware business, as well as share our reactions about OpenAI’s new model, Sol, and Anthropic’s decision to exte ... Show More
1h 9m
Feb 2023
Are we on the cusp of a generative AI revolution?
As new artificial intelligence technologies, such as ChatGPT, capture the public’s imagination, are we at a tipping point in technological advancement — or is this the next bubble? In the latest episode of Exchanges at Goldman Sachs, Goldman Sachs Research’s Eric Sheridan, head o ... Show More
31m 10s
Feb 2024
E167: Nvidia smashes earnings (again), Google's Woke AI disaster, Groq's LPU breakthrough & more
(0:00) Bestie intros: Banana boat! (2:34) Nvidia smashes expectations again: understanding its terminal value and bull/bear cases in the context of the history of the internet (27:26) Groq's big week, training vs. inference, LPUs vs. GPUs, how to succeed in deep tech (49:37) Goog ... Show More
1h 20m