Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, joined by Sunny Madra (Groq) they discuss Jensen Huang’s recent appearance on the podcast, including scaling intelligence towards AGI, NVIDIA's strategic positioning, the role of CUDA in the developer ecosystem, the future of inference workloads, systems-level thinking, Elon Musk's influence on AI development, the future of AI assistants, open vs closed AI models, safety and security in AI development, & more. Enjoy another episode of BG2.
Chapters
(00:00) Introduction and Initial Reactions to Jensen
(04:32) NVIDIA's Position in Accelerated Compute
(05:11) CUDA and NVIDIA’s Competitive Moat
(12:53) Challenges to NVIDIA’s Competitive Advantage
(18:22) Future Outlook on Inference
(24:46) The Insatiable Demand for AI and Hardware
(27:12) Elon Musk' and X.ai
(31:47) Scaling AI Models and Clusters
(34:17) Economic Models and Funding in AI
(39:08) The Future of AI Pricing and Consumption Models
(42:25) Memory, Actions, and Intelligent Agents
(47:08) The Role of AI in Business Productivity
(51:03) Open vs Closed Models in AI Development
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