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 ↗

EPISODE INFO

Released: March 7, 2024
Duration: 42m
Channel: No Priors
Watch on YouTube: ▶ Open ↗

EPISODE DESCRIPTION

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

SPEAKERS

Elad Gil
host
Sarah Guo
host

EPISODE SUMMARY

In this episode of No Priors, featuring Elad Gil and Sarah Guo, No Priors Ep. 54 | With Sarah Guo & Elad Gil explores aI Models, Chips, and Agents: Google, Nvidia, and Enterprise Disruption Sarah Guo and Elad Gil survey the rapid progress in AI models, including Google's Gemini 1.5, OpenAI's Sora, and Mistral's fast-rising large models, and debate the future of retrieval, long context windows, and agentic systems.

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