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.
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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