Chapter
The Gold Rush of AI investment
09:03 - 21:26 (12:22)
Investors have poured billions into AI companies, but experts warn that many of these companies will not survive, and the challenge will be to identify the ones that will be successful in the long run. Additionally, with Meta spending $20 billion in one year alone on a RV, the massive amounts invested in AI may be put into perspective.
Clips
Investors face difficulties in choosing one AI company to invest in as Microsoft caps upside return as a proxy to their biggest company, despite billions having been invested in the AI industry which is still minimal when compared to other industries.
09:03 - 13:50 (04:46)
Summary
Investors face difficulties in choosing one AI company to invest in as Microsoft caps upside return as a proxy to their biggest company, despite billions having been invested in the AI industry which is still minimal when compared to other industries.
ChapterThe Gold Rush of AI investment
EpisodeE118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The next big platform shift is upon us and although it may not be as big as mobile, it could be on par with social or cloud.
13:50 - 17:06 (03:15)
Summary
The next big platform shift is upon us and although it may not be as big as mobile, it could be on par with social or cloud. With the giant companies that exist today, there is expected to be a lot of tools and applications that will produce major winners.
ChapterThe Gold Rush of AI investment
EpisodeE118: AI FOMO frenzy, macro update, Fox vs Dominion, US vs China & more with Brad Gerstner
PodcastAll-In with Chamath, Jason, Sacks & Friedberg
The podcast discusses the success of startups in Silicon Valley and how they acquire funding through milestone-based systems.
17:06 - 21:26 (04:20)
Summary
The podcast discusses the success of startups in Silicon Valley and how they acquire funding through milestone-based systems. It also highlights the importance of gathering data for language models and which startups could potentially become "white truffles" like Facebook and Cora.