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Big tech earnings and the current AI debates, with Sarah Guo and 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.
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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…
The skinny
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