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AI Semiconductor Landscape feat. Dylan Patel | BG2 w/ Bill Gurley & Brad Gerstner
Manage episode 457195523 series 3555190
Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA's competitive edge, the shift to GPUs in data centers, the challenges of scaling AI pre-training, synthetic data generation, hyperscaler capital expenditures, the paradox of building bigger clusters despite claims that pretraining is obsolete, inference-time compute, NVIDIA's comparison to Cisco, evolving memory technology, chip competition, future predictions, & more. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(01:50) Dylan Patel Backstory
(02:36) SemiAnalysis Backstory
(04:18) Google's AI Workload
(06:58) NVIDIA's Edge
(10:59) NVIDIA's Incremental Differentiation
(13:12) Potential Vulnerabilities for NVIDIA
(17:18) The Shift to GPUs: What It Means for Data Centers
(22:29) AI Pre-training Scaling Challenges
(29:43) If Pretraining Is Dead, Why Bigger Clusters?
(34:00) Synthetic Data Generation
(36:26) Hyperscaler CapEx
(38:12) Pre-training and Inference-tIme Reasoning
(41:00) Cisco Comparison to NVIDIA
(44:11) Inference-time Compute
(53:18) The Future of AI Models and Market Dynamics
(01:00:58) Evolving Memory Technology
(01:06:46) Chip Competition
(01:07:18) AMD
(01:10:35) Google’s TPU
(01:14:51) Amason’s Tranium
(01:17:33) Predictions for 2025 and 2026
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
Dylan Patel @dylan522p
BG2 Pod @bg2pod
32 episodes
Share
Manage episode 457195523 series 3555190
Content provided by BG2Pod. All podcast content including episodes, graphics, and podcast descriptions are uploaded and provided directly by BG2Pod or their podcast platform partner. If you believe someone is using your copyrighted work without your permission, you can follow the process outlined here https://staging.podcastplayer.com/legal.
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week they are joined by Dylan Patel, Founder & Chief Analyst at SemiAnalysis, to discuss origins of SemiAnalysis, Google's AI workload, NVIDIA's competitive edge, the shift to GPUs in data centers, the challenges of scaling AI pre-training, synthetic data generation, hyperscaler capital expenditures, the paradox of building bigger clusters despite claims that pretraining is obsolete, inference-time compute, NVIDIA's comparison to Cisco, evolving memory technology, chip competition, future predictions, & more. Enjoy another episode of BG2!
Timestamps:
(00:00) Intro
(01:50) Dylan Patel Backstory
(02:36) SemiAnalysis Backstory
(04:18) Google's AI Workload
(06:58) NVIDIA's Edge
(10:59) NVIDIA's Incremental Differentiation
(13:12) Potential Vulnerabilities for NVIDIA
(17:18) The Shift to GPUs: What It Means for Data Centers
(22:29) AI Pre-training Scaling Challenges
(29:43) If Pretraining Is Dead, Why Bigger Clusters?
(34:00) Synthetic Data Generation
(36:26) Hyperscaler CapEx
(38:12) Pre-training and Inference-tIme Reasoning
(41:00) Cisco Comparison to NVIDIA
(44:11) Inference-time Compute
(53:18) The Future of AI Models and Market Dynamics
(01:00:58) Evolving Memory Technology
(01:06:46) Chip Competition
(01:07:18) AMD
(01:10:35) Google’s TPU
(01:14:51) Amason’s Tranium
(01:17:33) Predictions for 2025 and 2026
Available on Apple, Spotify, www.bg2pod.com
Follow:
Brad Gerstner @altcap
Bill Gurley @bgurley
Dylan Patel @dylan522p
BG2 Pod @bg2pod
32 episodes
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Similar to BG2Pod with Brad Gerstner and Bill Gurley
Africa-focused technology, digital and innovation ecosystem insight and commentary.
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continue reading
Show notes are at https://stevelitchfield.com/sshow/chat.html
…
continue reading
The director’s commentary track for Daring Fireball. Long digressions on Apple, technology, design, movies, and more.
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The power of Data is undeniable. And unharnessed - it’s nothing but chaos. Making data your ally. Using it to lead with confidence and clarity. Host Jess Carter is solving problems in real-time to reveal what’s possible. Helping communities and people thrive. This is Data Driven Leadership, a show brought to you by Resultant.
…
continue reading
Download This Show is your weekly guide to the world of media, culture, and technology. From social media to gadgets, streaming services to privacy issues. Each week Rae Johnston and guests take a fun, deep dive into how technology is reshaping our lives.
…
continue reading
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…
continue reading
We help founders make something people want.
…
continue reading
This is the audio podcast version of Troy Hunt's weekly update video published here: https://www.troyhunt.com/tag/weekly-update/
…
continue reading
Redefining AI is the 2024 New York Digital Award winning tech podcast! Discover a whole new take on Artificial Intelligence in joining host Lauren Hawker Zafer, a top voice in Artificial Intelligence on LinkedIn, for insightful chats that unravel the fascinating world of tech innovation, use case exploration and AI knowledge. Dive into candid discussions with accomplished industry experts and established academics. With each episode, you'll expand your grasp of cutting-edge technologies and ...
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continue reading
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