World Model · podcast knowledge graph

Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil

2024-03-07 · 42 min · episode 54 · 12 entities

episode page audio

Asserted relationships

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    evidence rules-v4
    Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
  • → discusses Science concept
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    evidence rules-v4
    Feed category: Science
  • → discusses Technology concept
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    evidence rules-v4
    Feed category: Technology
  • → discusses Business concept
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    evidence rules-v4
    Feed category: Business
  • → discusses Entrepreneurship concept
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    Feed category: Entrepreneurship
  • → hosted by Conviction company
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    Feed author/publisher: Conviction

Entities found in this episode

concepts 8

  • mentioned Science concept
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    Feed category: Science
  • mentioned Technology concept
    0.50
    evidence rules-v4
    Feed category: Technology
  • mentioned Business concept
    0.50
    evidence rules-v4
    Feed category: Business
  • mentioned Entrepreneurship concept
    0.50
    evidence rules-v4
    Feed category: Entrepreneurship
  • discusses Science concept
    0.40
    evidence rules-v4
    Feed category: Science
  • discusses Technology concept
    0.40
    evidence rules-v4
    Feed category: Technology
  • discusses Business concept
    0.40
    evidence rules-v4
    Feed category: Business
  • discusses Entrepreneurship concept
    0.40
    evidence rules-v4
    Feed category: Entrepreneurship

companys 2

  • mentioned Conviction company
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    evidence rules-v4
    Feed author/publisher: Conviction
  • hosted by Conviction company
    0.40
    evidence rules-v4
    Feed author/publisher: Conviction

persons 1

  • mentioned Sarah Guo and El person
    0.72
    evidence rules-v4
    Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil

podcasts 1

Episode description as stored
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. Don’t miss our episodes with: Mistral NVIDIA AMD Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil  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