I had a long, substantive conversation with @sama about OpenAI's strategic positioning, its plan to build memory into ChatGPT, its enterprise play, compute, AI devices, and whether AGI is still a useful term. Full episode below: 0:00 Code red, strategic moats 6:55... See more

.@leopoldasch on: - the trillion dollar cluster - unhobblings + scaling = 2027 AGI - CCP espionage at AI labs - leaving OpenAI and starting an AGI investment firm - dangers of outsourcing clusters to the Middle East - The Project Full... See more

This is my fifth conversation with @GavinSBaker. Gavin understands semiconductors and AI as well as anyone I know and has a gift for making sense of the industry's complexity and nuance. We discuss: - Nvidia vs Google (GPUs + TPUs) - Scaling laws and reasoning... See more