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

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: (00:00) Intro (00:59) How Will Inference Change and Evolve Over the Next 5 Years (06:24) Challenges and Innovations in AI Hardware (14:07) The Economics of AI Compute (16:57) Training vs. Inference: Infrastructure Needs (24:56) The Future of AI Chips and Market Dynamics (36:25)Nvidia's Market Position and Competitors (40:47) Challenges of Incremental Gains in the Market (41:39) The Zero Buy-In Strategy (42:18) Switching Between Compute Providers (43:23) The Importance of a Top-Down Strategy for Microsoft and Google (44:49) Microsoft's Strategy with AMD (49:35) Data Center Investments and Training (52:20) How to Succeed in AI: The Triangle of Products, Data, and Compute (52:48) Scaling Laws and Model Efficiency (54:34) Future of AI Models and Architectures (01:03:38) Retrieval Augmented Generation (RAG) (01:07:51) Why OpenAI’s Position is Not as Strong as People Think (01:15:20) Challenges in AI Hardware Supply ----------------------------------------------- Subscribe on Spotify: https://open.spotify.com/show/3j2KMcZTtgTNBKwtZBMHvl?si=85bc9196860e4466 Subscribe on Apple Podcasts: https://podcasts.apple.com/us/podcast/the-twenty-minute-vc-20vc-venture-capital-startup/id958230465 Follow Harry Stebbings on X: https://twitter.com/HarryStebbings Follow Steeve Morin on X: https://twitter.com/steeve Follow 20VC on Instagram: https://www.instagram.com/20vchq Follow 20VC on TikTok: https://www.tiktok.com/@20vc_tok Visit our Website: https://www.20vc.com Subscribe to our Newsletter: https://www.thetwentyminutevc.com/contact ----------------------------------------------- #20vc #harrystebbings #steevemorin #zml #openai #nvidia #amd #ai #inference #startups #founder #ceo

Steeve MoringuestHarry Stebbingshost
Feb 24, 20251h 18mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 0:59

    Intro

  2. 0:59 – 6:24

    How Will Inference Change and Evolve Over the Next 5 Years

  3. 6:24 – 14:07

    Challenges and Innovations in AI Hardware

  4. 14:07 – 16:57

    The Economics of AI Compute

  5. 16:57 – 24:56

    Training vs. Inference: Infrastructure Needs

  6. 24:56 – 36:25

    The Future of AI Chips and Market Dynamics

  7. 36:25 – 40:47

    Nvidia's Market Position and Competitors

  8. 40:47 – 41:39

    Challenges of Incremental Gains in the Market

  9. 41:39 – 42:18

    The Zero Buy-In Strategy

  10. 42:18 – 43:23

    Switching Between Compute Providers

  11. 43:23 – 44:49

    The Importance of a Top-Down Strategy for Microsoft and Google

  12. 44:49 – 49:35

    Microsoft's Strategy with AMD

  13. 49:35 – 52:20

    Data Center Investments and Training

  14. 52:20 – 52:48

    How to Succeed in AI: The Triangle of Products, Data, and Compute

  15. 52:48 – 54:34

    Scaling Laws and Model Efficiency

  16. 54:34 – 1:03:38

    Future of AI Models and Architectures

  17. 1:03:38 – 1:07:51

    Retrieval Augmented Generation (RAG)

  18. 1:07:51 – 1:15:20

    Why OpenAI’s Position is Not as Strong as People Think

  19. 1:15:20 – 1:18:09

    Challenges in AI Hardware Supply

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