Big tech earnings and the current AI debates, with Sarah Guo and Elad Gil
About this episode
From the show’s notesHost-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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Read the show’s notes in full
Mistral
NVIDIA
AMD
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Show Notes:
