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
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

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