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Watch other episodes of Coffee and Investing with Saurabh Mukherjea here: https://www.youtube.com/playlist?list=PLDSIIRVCMPwiJSEqXTUtmDbC90fupgGb
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The current LLM war is a fascinating one. In an era of unprecedented capex by AI giants, one burning question remains: Which LLM will come out on top? But as history shows us—from the early days of the automobile to the birth of the internet— real dominance wasn't always created by the inventors of the engine, but by those who built the dominant design and execution.
In this conversation, Saurabh Mukherjea (Founder, Marcellus Investment Managers) and Jaibir Sethi (Head of Global Research, Marcellus Investment Managers) get candid about the AI supremacy fight that is currently underway.
Key Topics Covered:
→ Why the current explosion of LLMs mirrors the 1900s automobile boom.
→ In tech history, the winner isn't always the best product, but the one that sets the industry standard (like Windows for PCs). We discuss what the "Dominant Design" for AI looks like and who is closest to achieving it.
→ Is the value in the "Brain" (the LLM) or the "Body" (the software and hardware around it)? We break down the AI stack: from Nvidia’s chips to the application layers where enterprise value is actually captured.
→ How we at Marcellus are invested in this space?
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About Marcellus Investment Managers Marcellus Investment Managers is a SEBI, US SEC, and IFSCA registered portfolio manager. Our goal is to help build long-term wealth for the aam-aadmi. Because finance can be complex for many to understand, our first step is to break it down for you. We do this by mapping out your financial goals through a comprehensive asset allocation plan. Guided by this plan, we actively manage your investments across Indian and Global markets.
Discover our approach to investing here: https://marcellus.in/
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This content is for informational purposes only and does not constitute investment advice or an offer to buy or sell securities. Investments are subject to market risks; past performance is not indicative of future results. Please consult your financial advisor before making investment decisions.
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