Future Tech Dominance
David discusses the critical need for cloud providers to control the model layer in AI to stay competitive. He predicts a shift towards vertical integration between model builders and chip makers, highlighting the importance of owning the entire tech stack for future success in the industry.In this clip
From this podcast
20VC
20VC: Why Foundation Model Performance is Not Diminishing But Models Are Commoditising, Why Nvidia Will Enter the Model Space and Models Will Enter the Chip Space & The Right Business Model for AI Software with David Luan, Co-Founder @ Adept
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In your latest podcast, you talked about tiers of companies in the AI generation. Where does Nvidia fall?
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