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Apr 2024
26m 12s

Hyperscaler strategy in AI, the applicat...

Conviction
About this episode

This week on a host-only episode of No Priors, Sarah and Elad discuss the AI wave as compared to the internet wave, the current state of AI investing, the foundation model landscape, voice and video AI, advances in agentic systems, prosumer applications, and the Microsoft/Inflection deal.


Have a question for our next host-only episode or feedback for our team? Reach out to show@no-priors.com


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


Show Notes: 

(0:00) Intro

(0:32) How to think about scaling in 2024

(3:21) Microsoft/Inflection deal

(5:28) Voice cloning

(7:02) Investing climate

(12:50) Whitespace in AI

(16:36) AI video landscape

(19:54) Agentic user experiences

(22:21) Prosumer as the first wave of application AI

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