“In my career working in AI, I have yet to meet a single AI person that ever felt like they had enough compute.” “Open-weight models is a tremendous source of geopolitical influence” “When China’s government makes an all-nation commitment, it’s a very powerful force I wouldn’t underestimate.” Shows like this are why I love what I do. My top 7 takeaways from one of the OGs of AI @AndrewYNg 👇 Spotify 👉 Youtube 👉 Apple Podcasts 👉 Timestamps: 00:00 Intro 01:04 What are the Biggest Bottlenecks in AI Today? 09:31 How LLMs Can Be Used as a Geopolitical Weapon 15:07 Should AI Talent Really Be Paid Billions? 19:15 Why is the Application Layer the Most Exciting Layer? 29:30 Will AI Deliver Masa Son's Predictions of 5% GDP Growth? 38:43 Do Margins Matter in a World of AI? 40:36 Is Defensibility Dead in a World of AI? 48:24 Will Human Labour Budgets Shift to AI Spend? 55:05 Are We in an AI Bubble? 56:28 Quick-Fire Round

1. I Have Never Met an AI Person Who Think They Have Enough Compute Get us any amount of compute, we will use it all & say we still don't have enough. We have excess demand for inference. We do not have enough chips & power to meet that demand. Love to hear your thoughts on this @jonathanross321 @steeve @andrewdfeldman