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BG2. AI Compute Landscape ‘25-26, scaling intelligence, chip competition, memory tech, inference time reasoning & more. 👊💥Brad Gerstner Bill Gurley feat Dylan Patel

470,976 görüntüleme • 1 yıl önce •via X (Twitter)

11 Yorum

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Bg2 Pod1 yıl önce

Spotify: Apple: YouTube:

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Jeanne Roland1 yıl önce

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Elon Musk1 yıl önce

@altcap @bgurley @dylan522p Interesting

Josh Wolfe profil fotoğrafı
Josh Wolfe1 yıl önce

@altcap @bgurley @dylan522p Strongly agree on memory. SK Hynix was my long pick at recent hedge fund friends gathering

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Russell1 yıl önce

@altcap @bgurley @dylan522p This is the salient point of why Data Centers will be looking to upgrade. It is not just about TCO anymore, it's about power and recovering that power for other uses.

Igor Kurganov profil fotoğrafı
Igor Kurganov1 yıl önce

@altcap @bgurley @dylan522p Please add chapters in the future. Hard to watch on X without them. Fan of your podcast!

Dishwasher profil fotoğrafı
Dishwasher1 yıl önce

@altcap @bgurley @dylan522p 90 more minutes of DYLAN PATEL?! sign me up!

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CJDGiesen1 yıl önce

The reason they said Pre-Train scaling is dead is because they haven't actually been able to scale these training clusters until @xai and @elonmusk figured it out. We will see with Grok-3 and beyond if that's actually the case or maybe with high-quality synthetic Data and larger clusters to make sense of this data it's actually the opposite. It might even be that we can only really see both the quality AND the benefit of synthetic datasets with clusters beyond a certain size, i.e. large enough training compute to make sense of chaotic data.

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Jeff Amazon1 yıl önce

@dylan522p @altcap @bgurley I went into the neocloud learning from this great podcast actually. @dylan522p big respect sir 🫶

Bernie Gartenlaub profil fotoğrafı
Bernie Gartenlaub1 yıl önce

@altcap @bgurley @dylan522p Dylan is brilliant, but he needs to cut down on caffeine. How do Brad & Bill stay so calm?

needleye profil fotoğrafı
needleye1 yıl önce

@altcap @bgurley @dylan522p The interviewer should refrain from interrupting Dylan when he has a train of thought that is so perceptive

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