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No Priors Ep. 54 | With Sarah Guo & Elad Gil

Host-only episode discussing NVIDIA, Meta and Google earnings, Gemini and Mistral model launches, the open-vs-closed source debate, domain specific foundation models, if we’ll see real competition in chips, and the state of AI ROI and adoption. Sign up for new podcasts every week. Email feedback to show@no-priors.com Follow us on Twitter: @NoPriorsPod | @Saranormous | @EladGil Show Notes: 0:00 Introduction 0:27 Model news and product launches 5:01 Google enters the competitive space with Gemini 1.5 8:23 Biology and robotics using LLMs 10:22 Agent-centric companies 14:22 NVIDIA earnings 17:29 ROI in AI 20:43 Impact from AI 25:45 Building effective AI tools in house 29:09 What would it take to compete with NVIDIA 33:23 The architectural approach to compute 35:42 the roadblocks to chip production in the US 38:30 The virtuous tech cycles in AI

Elad GilhostSarah Guohost
Mar 7, 202442mWatch on YouTube ↗

CHAPTERS

  1. 0:00 – 0:27

    Introduction

  2. 0:27 – 5:01

    Model news and product launches

  3. 5:01 – 8:23

    Google enters the competitive space with Gemini 1.5

  4. 8:23 – 10:22

    Biology and robotics using LLMs

  5. 10:22 – 14:22

    Agent-centric companies

  6. 14:22 – 17:29

    NVIDIA earnings

  7. 17:29 – 20:43

    ROI in AI

  8. 20:43 – 25:45

    Impact from AI

  9. 25:45 – 29:09

    Building effective AI tools in house

  10. 29:09 – 33:23

    What would it take to compete with NVIDIA

  11. 33:23 – 35:42

    The architectural approach to compute

  12. 35:42 – 38:30

    the roadblocks to chip production in the US

  13. 38:30 – 42:14

    The virtuous tech cycles in AI

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