No Priors: Artificial Intelligence | Technology | Startups
Chips, Neoclouds, and the Quest for AI Dominance with SemiAnalysis Founder and CEO Dylan Patel
At this moment of inflection in technology, co-hosts Elad Gil and Sarah Guo talk to the world's leading AI engineers, researchers and founders about the biggest questions: How far away is AGI? What markets are at risk for disruption? How will commerce, culture, and society change? What’s happening in state-of-the-art in research? “No Priors” is your guide to the AI revolution. Email feedback to show@no-priors.com.
Sarah Guo is a startup investor and the founder of Conviction, an investment firm purpose-built to serve intelligent software, or "Software 3.0" companies. She spent nearly a decade incubating and investing at venture firm Greylock Partners.
Elad Gil is a serial entrepreneur and a startup investor. He was co-founder of Color Health, Mixer Labs (which was acquired by Twitter). He has invested in over 40 companies now worth $1B or more each, and is also author of the High Growth Handbook.
Show Notes
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What would it take to challenge Nvidia? SemiAnalysis Founder and CEO Dylan Patel joins Sarah Guo to answer this and other topical questions around the current state of AI infrastructure. Together, they explore why Dylan loves Android products, predictions around OpenAI’s open source model, and what the landscape of neoclouds looks like. They also discuss Dylan’s thoughts on bottlenecks for expanding AI infrastructure and exporting American AI technologies. Plus, we find out what question Dylan would ask Mark Zuckerberg.
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Chapters:
– Dylan Patel Introduction
– Dylan’s Love for Android Products
– Predictions About OpenAI’s Open Source Model
– Implications of an American Open Source Model for the Application Ecosystem
– Evolution of Neoclouds
– What It Would Take to Challenge Nvidia
– What Would an Nvidia Challenger Look Like?
– Understanding Operational and Power Constraints for Data Centers
– Dylan’s View on the American Stack
– What Dylan Would Ask Mark Zuckerberg
– Poker and AI Entrepreneurship
– Conclusion
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