In this episode, we delve into recent survey results that reveal AI as the top spending priority for half of the companies surveyed. We'll explore the reasons behind this trend, the areas where businesses are investing most, and discuss the implications for the future of AI in the business landscape.
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Yesterday
Google Must 1,000X AI Compute, Increases CapEx to $93B
<p>In this episode, we unpack Google’s internal directive that its AI compute capacity must double every six months to keep up with surging demand. We explore what this pace means for Google’s infrastructure strategy and the future of large-scale AI growth.</p><p><br></p><ul><li> ... Show More
12m 21s
Mar 2024
Anthropic, ChatGPT's Rival, Secures $300M from Google
<p>Uncover the dynamic competition in AI as Anthropic, a competitor to ChatGPT, receives a substantial $300M investment from Google. Join us to analyze the impact of this investment on the AI landscape!</p>
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9m 1s
Mar 2024
Tech Projections: AMD Anticipates $150 Billion AI Accelerator Market Surge by 2027
<p>Stay ahead of the tech curve as AMD anticipates a significant surge in the AI accelerator market, projecting it to reach $150 billion by 2027. Join this episode for an in-depth exploration of the factors driving this projection, potential applications, and the transformative p ... Show More
6m 57s
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