2024-10-13XQuote

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BG2 Ep17! Break new ground w Jensen as part of pod special for Altimeter Annual Meeting. @bgurley returns in Ep18 w @sundeep to help break it all down. 🙏🚀 Youtube: https://t.co/7blcXkPa8y Spotify: https://t.co/DepCWRTfQP Apple: https://t.co/aTFcpU4WyU

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BG2. Ep 17. Double $NVDA! System Level Comp Moat, “Insane Demand”, Inference Explosion 1 B x, Memphis Supercluster, OpenAI, https://t.co/tp3Q0jok5q & more. @altcap @_clarktang @bgurley (00:00) Intro (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's Competitive Moat (15:51 ) The Future of Inference and Training in AI (19:01) Building the AI Infrastructure (31:35) Inventing a New Market in an AI Future (38:40) The Impact of OpenAI (43:25) The Future of AI Models (46.44) https://t.co/tp3Q0jok5q and Memphis Supercluster (51:21) Distributed Computing and Inference Scaling (55:54) Inference Time Reasoning and Its Importance (01:00:46) AI's Role in Growing Business and Improving Productivity (01:08:00) Ensuring Safe AI Development (01:12:31) The Balance of Open Source and Closed Source AI
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