20VC: Why Google Will Win the AI Arms Race & OpenAI Will Not | NVIDIA vs AMD: Who Wins and Why | The Future of Inference vs Training | The Economics of Compute & Why To Win You Must Have Product, Data & Compute with Steeve Morin @ ZML

2025-02-24 · 73 min · 16 entities

episode page audio

Asserted relationships

→ appeared on The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch podcast

0.68

evidence rules-v4
20VC: Why Google Will Win the AI Arms Race & OpenAI Will Not | NVIDIA vs AMD: Who Wins and Why | The Future of Inference vs Training | The Economics of Compute & Why To Win You Must Have Product, Data & Compute with Steeve Morin @ ZML
→ hosted by Harry Stebbings person

0.55

evidence rules-v4
Feed author/publisher: Harry Stebbings
→ discusses Business concept

0.40

evidence rules-v4
Feed category: Business
→ discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
→ discusses News concept

0.40

evidence rules-v4
Feed category: News
→ discusses Tech News concept

0.40

evidence rules-v4
Feed category: Tech News

Entities found in this episode

concepts 10

mentioned Business concept

0.50

evidence rules-v4
Feed category: Business
mentioned Investing concept

0.50

evidence rules-v4
Feed category: Investing
mentioned Tech News concept

0.50

evidence rules-v4
Feed category: Tech News
mentioned Compute concept

0.45

evidence rules-v4
The Economics of Compute
mentioned Inference vs Training concept

0.45

evidence rules-v4
The Future of Inference vs Training
discusses Business concept

0.40

evidence rules-v4
Feed category: Business
discusses Investing concept

0.40

evidence rules-v4
Feed category: Investing
discusses News concept

0.40

evidence rules-v4
Feed category: News
discusses Tech News concept

0.40

evidence rules-v4
Feed category: Tech News
mentioned ZML concept

0.35

evidence rules-v4
ZML

persons 3

mentioned Steeve Morin person

0.72

evidence rules-v4
20VC: Why Google Will Win the AI Arms Race & OpenAI Will Not | NVIDIA vs AMD: Who Wins and Why | The Future of Inference vs Training | The Economics of Compute & Why To Win You Must Have Product, Data & Compute with Steeve Morin @ ZML
mentioned Harry Stebbings person

0.70

evidence rules-v4
Feed author/publisher: Harry Stebbings
hosted by Harry Stebbings person

0.55

evidence rules-v4
Feed author/publisher: Harry Stebbings

companys 2

mentioned NVIDIA company

0.35

evidence rules-v4
NVIDIA
mentioned AMD company

0.35

evidence rules-v4
AMD

podcasts 1

appeared on The Twenty Minute VC (20VC): Venture Capital | Startup Funding | The Pitch podcast

0.68

evidence rules-v4
20VC: Why Google Will Win the AI Arms Race & OpenAI Will Not | NVIDIA vs AMD: Who Wins and Why | The Future of Inference vs Training | The Economics of Compute & Why To Win You Must Have Product, Data & Compute with Steeve Morin @ ZML

Episode description as stored

Steeve Morin is the Founder & CEO @ ZML, a next-generation inference engine enabling peak performance on a wide range of chips. Prior to founding ZML, Steeve was the VP Engineering at Zenly for 7 years leading eng to millions of users and an acquisition by Snap. In Today's Episode We Discuss: 04:17 How Will Inference Change and Evolve Over the Next 5 Years 09:17 Challenges and Innovations in AI Hardware 15:38 The Economics of AI Compute 18:01 Training vs. Inference: Infrastructure Needs 25:08 The Future of AI Chips and Market Dynamics 34:43 Nvidia's Market Position and Competitors 38:18 Challenges of Incremental Gains in the Market 39:12 The Zero Buy-In Strategy 39:34 Switching Between Compute Providers 40:40 The Importance of a Top-Down Strategy for Microsoft and Google 41:42 Microsoft's Strategy with AMD 45:50 Data Center Investments and Training 46:40 How to Succeed in AI: The Triangle of Products, Data, and Compute 48:25 Scaling Laws and Model Efficiency 49:52 Future of AI Models and Architectures 57:08 Retrieval Augmented Generation (RAG) 01:00:52 Why OpenAI's Position is Not as Strong as People Think 01:06:47 Challenges in AI Hardware Supply