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

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  

Om Podcasten

The Twenty Minute VC (20VC) interviews the world's greatest venture capitalists with prior guests including Sequoia's Doug Leone and Benchmark's Bill Gurley. Once per week, 20VC Host, Harry Stebbings is also joined by one of the great founders of our time with prior founder episodes from Spotify's Daniel Ek, Linkedin's Reid Hoffman, and Snowflake's Frank Slootman. If you would like to see more of The Twenty Minute VC (20VC), head to www.20vc.com for more information on the podcast, show notes, resources and more.