The Future of Artificial Intelligence (AI) and Cloud Computing With Shawn Wang (OpenAI, Google, + More)

Chit Chat Stocks · Dec 18, 2024 · 1h 10m

On this episode of Chit Chat Stocks, Ryan and Brett speak to Shawn Wang of Latent Space, who is an expert and on the ground working in the AI start-up space. We discuss:

(00:00) Introduction to AI and Cloud Computing

(02:21) Expertise in AI and Foundation Models

(04:43) Changes in Cloud Revenue Growth

(06:45) The Cost of AI Infrastructure

(10:36) The Landscape of AI Startups

(14:09) Building Moats in AI

(15:45) Evaluating Major AI Players

(16:41) OpenAI's Current Standing

(20:10) First Mover Advantage in AI

(25:48) Google's AI Strategy and Challenges

(32:51) Meta's AI Transformation

(36:59)…