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

ℹ️ EPISODE INFO

Released

February 24, 2025

Duration

1h 18m

Channel

The Twenty Minute VC

Watch on YouTube

▶ Open ↗

📝 EPISODE DESCRIPTION

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

🎤 SPEAKERS

• Steeve Morin

  guest

• Harry Stebbings

  host

🧾 EPISODE SUMMARY

In this episode of The Twenty Minute VC, featuring Steeve Morin and Harry Stebbings, Steeve Morin: Why Google Will Win the AI Arms Race & OpenAI Will Not | E1262 explores google’s Compute Advantage: Why It Wins AI, NVIDIA Loses Margin Steeve Morin (ZML) argues the real power in AI will accrue to players that own all three pillars: product distribution, proprietary data, and their own compute—positioning Google as the long‑term ‘sleeping giant’ over OpenAI and even Microsoft.

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