Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262

20VC with Harry Stebbings
1:18:01
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7 months ago

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the thing with Nvidia is that they spend a lot of energy making you care about stuff you shouldn't care about and they

were very successful like who gives a about Cuda open AI is amazing but it's not their compute ultimately if you

don't own your compute you're starting with you know something at your ankle in 5 years I would say 95% inference 5%

training you have the products the data and the computer who has all three Google that's like you know Android

Google Docs whatever they have everything they can sprinkle everywhere this is the sleeping giant in my mind

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