AI Chip Revolution
The rising costs of running AI models like Chat GPT are prompting companies to develop their own chips, reminiscent of the late '90s networking boom. As major players like Microsoft and Google enter the chip-making arena, the industry may see an initial explosion of innovation followed by consolidation. This shift could ultimately drive down costs, making AI technology more accessible and comparable to the commoditization of fiber optics in the past.In this clip
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Bill Gurley and Sunny Madra talk open-source vs. proprietary AI | E1825
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