On this episode of Chit Chat Stocks, Ryan and Brett speak to Shawn Wang of Latent Space, who is an expert and on the ground working in the AI start-up space. We discuss:
(00:00) Introduction to AI and Cloud Computing
(02:21) Expertise in AI and Foundation Models
(04:43) Changes in Cloud Revenue Growth
(06:45) The Cost of AI Infrastructure
(10:36) The Landscape of AI Startups
(14:09) Building Moats in AI
(15:45) Evaluating Major AI Players
(16:41) OpenAI's Current Standing
(20:10) First Mover Advantage in AI
(25:48) Google's AI Strategy and Challenges
(32:51) Meta's AI Transformation
(36:59) Amazon and Microsoft's AI Strategies
(40:16) Startup Spending and Growth Justification
(43:02) The Risks and Challenges of AI Investment
(46:27) Cost Reduction and the Future of AI Training
(49:22) The Rise of AI Engineers
(54:46) Autonomous Agents and Their Impact
(01:01:22) The Future of Robotics and AI Integration
(01:05:400 Industries Affected by AI Advancements
SUBSCRIBE TO LATENT SPACE: https://www.latent.space/
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Disclosure: Chit Chat Stocks hosts and guests are not financial advisors, and nothing they say on this show is formal advice or a recommendation.
