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Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner

Bg2 Pod
62.5K subscribers
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205K views 5 months ago Full Episodes
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Jensen Huang, CEO of NVIDIA, makes a guest appearance. In Bill’s absence, Brad is joined by Clark Tang (Partner at Altimeter) as they discuss with Jensen scaling intelligence towards AGI, the acceleration of machine learning, NVIDIA's competitive advantages, the significance of inference alongside training, future market dynamics in the AI landscape, the impact of AI on various industries, the future of work, inference time reasoning, AI’s potential to enhance productivity, the balance between open source and closed source, Elon’s Memphis Supercluster, X.ai, OpenAI, the safe development of AI, & more. Enjoy another episode of BG2. Chapters (00:00) Introduction (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's Competitive Moat (15:51 ) The Future of Inference and Training in AI (19:01) Building the AI  …...more
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Introduction

0:00

The Evolution of AGI and Personal Assistants

1:50

NVIDIA's Competitive Moat

6:03

The Future of Inference and Training in AI

15:51

Building the AI Infrastructure

19:01

Inventing a New Market in an AI Future

31:35

The Impact of OpenAI

38:40

The Future of AI Models

43:25

Distributed Computing and Inference Scaling

51:21

Inference Time Reasoning and Its Importance

55:54

AI's Role in Growing Business and Improving Productivity

1:00:46

Ensuring Safe AI Development

1:08:00

The Balance of Open Source and Closed Source AI

1:12:31
Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner
4.6KLikes
205,406Views
Oct 132024
Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Jensen Huang, CEO of NVIDIA, makes a guest appearance. In Bill’s absence, Brad is joined by Clark Tang (Partner at Altimeter) as they discuss with Jensen scaling intelligence towards AGI, the acceleration of machine learning, NVIDIA's competitive advantages, the significance of inference alongside training, future market dynamics in the AI landscape, the impact of AI on various industries, the future of work, inference time reasoning, AI’s potential to enhance productivity, the balance between open source and closed source, Elon’s Memphis Supercluster, X.ai, OpenAI, the safe development of AI, & more. Enjoy another episode of BG2. Chapters (00:00) Introduction (1:50) The Evolution of AGI and Personal Assistants (06:03) NVIDIA's Competitive Moat (15:51 ) The Future of Inference and Training in AI (19:01) Building the AI Infrastructure (31:35) Inventing a New Market in an AI Future (38:40) The Impact of OpenAI (43:25) The Future of AI Models (46.44) X.ai and Memphis Supercluster (51:21) Distributed Computing and Inference Scaling (55:54) Inference Time Reasoning and Its Importance (01:00:46) AI's Role in Growing Business and Improving Productivity (01:08:00) Ensuring Safe AI Development (01:12:31)The Balance of Open Source and Closed Source AI #jensenhuang #nvidia #bradgerstner #billgurley #clarktang #xai #memphiscluster #elonmusk #noambrown #openai #gptstrawberry
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Bg2 Pod

62.5K subscribers