BG2. Ep 17. Double $NVDA! System Level Comp Moat, “Insane Demand”, Inference Explosion 1 B x, Memphis Supercluster, OpenAI, & more. Brad Gerstner Clark Tang Bill Gurley (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) 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 AIshow more

Youtube: Spotify: Apple:

@altcap @_clarktang @bgurley Loving this interview so far

@altcap @_clarktang @bgurley xyou're going to love the Unchained Network."distributed computing will be invented. And, some form of federated learning ... asynchronous distributed computing is going to be discovered, and I am very enthusiastic and optimistic about that." 51:45 -@nvidia @TimeleapLabs $KNS

What a great session with the Godfather of AI! Very informative and inspiring! Having spent 20 plus years studying and building 2G--5G mobile device systems I decided to dive into the Nvidia build process knowing 6G will be AI Centric. This was an immersive journey that was like unlocking my brain for ideas that had never been thought of before. I had 150 pages of notes after the course, then went on to prep for and study with the intent to achieve the Nvidia AI Data Center Certification. My goal was to add value to the Ecosystem that is AI. I also realized my kids will need to understand the concept of GPU + CPU + HBM3E = Ai SuperPod. That's revolutionary and will alter business for decades. Breaking Moore's Law is something to watch and admire. When you take AI inference and apply it to companies like $PLTR you have an amazing real world opportunity. @JTLonsdale

@altcap @_clarktang @bgurley “Productivity across the entire data pipeline enables the flywheel…horsepower matters of course…but understanding the software stack across that horsepower is where value gets unlocked for your business…” ~8min

@altcap @_clarktang @bgurley One of the best Jensen interviews. Highly recommended. 1.5x speed works really well. Thank you @BG2Pod for great questions and the space you provided to let Jensen speak in his authentic style without unnecessary commentary or interrupting questions.

@altcap @_clarktang @bgurley This was a great conversation; throughly enjoyed it... Brilliant job, gents!!! 👍🏽

@altcap @_clarktang @bgurley There have been deep integrations at the hardware level in the history of computing, but you gotta go back to IBM 360 days and Amdahl. Look at NVIDIA presentations of the past 2-3 years, they always begin with Amdahl’s Law. Parallel processing IS all system integration.

@altcap @_clarktang @bgurley Focusing on innovation and creating new markets rather than just competing for existing share is the key to true growth and disruption.

@altcap @_clarktang @bgurley Awesome discussion, thank you