Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
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
From The Podcast
No Priors: Artificial Intelligence | Technology | Startups
At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to [email protected] Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. She spent nearly a decade incubating and investing at venture firm Greylock Partners.Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.Join Podchaser to...
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