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cover of episode Apple’s AI Crisis & ChatGPT’s World Domination w/ Dave Blundin & Salim Ismail | EP #162

Apple’s AI Crisis & ChatGPT’s World Domination w/ Dave Blundin & Salim Ismail | EP #162

2025/4/4
logo of podcast Moonshots with Peter Diamandis

Moonshots with Peter Diamandis
AI Deep Dive AI Chapters Transcript
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D
Dave
活跃的房地产投资者和分析师，专注于房地产市场预测和投资策略。
P
Peter
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Salim
Topics
Peter: 我认为苹果的AI技术，特别是Siri，非常糟糕，这已经持续很长时间了。 Salim: OpenAI的估值很高，但这与AI革命的潜力相符。我认为OpenAI的商业模式之一是取代谷歌，成为直接面向消费者的品牌。 Dave: AI革命的巨大影响力使OpenAI的高估值合理，但其未来仍存在不确定性。AI创业公司数量激增，发展速度远超预期，通常会同时使用多个AI模型，并倾向于拥有自己的开源模型作为备份。 Salim: 欧洲AI领域关注美国AI的快速发展，同时也注意到来自中国和印度的竞争。印度正在积极利用AI技术，特别是在医疗和教育领域。作为基础模型公司，获得巨额财富的途径之一是取代谷歌，成为直接面向消费者的品牌。 Dave: 一家由21岁年轻人创立的AI招聘公司Mercore在短短两年内估值达到数十亿美元，这体现了AI技术对创业速度的影响。AI技术降低了创业门槛，使年轻创业者更容易获得成功。年轻一代更容易适应新的AI技术，而年长者需要克服先前的思维模式。 Dave: 大型公司在AI技术应用方面进展缓慢，这与内部的控制机制和流程有关。强大的领导力和清晰的愿景对于科技公司的成功至关重要。AI技术快速发展使得大型公司难以快速集成新技术。传统的编程教育模式已经过时，AI技术将改变编程方式。传统的教育体系需要更新，以适应AI时代的需求。传统的编程技能将被AI技术取代，未来将转向更便捷的编程方式。

Deep Dive

Chapters
This chapter discusses OpenAI's high valuation amidst debates about its future, lawsuits, and talent drain. The discussion includes the competitive landscape of foundation models and the potential for OpenAI to become a dominant consumer brand.
  • OpenAI raised money at a high valuation.
  • The AI revolution justifies the price, but the success of foundation models is uncertain.
  • There are two ways for foundation model companies to make a fortune: displacing Google and becoming a direct consumer brand; building an ecosystem around the core platform.

Shownotes Transcript

In this episode, Salim, Dave, and Peter discuss news coming from Apple, Grok, OpenAI, and more.

Recorded on April 3rd, 2025

Views are my own thoughts; not Financial, Medical, or Legal Advice.

​Dave Blundin is a distinguished serial entrepreneur, venture capitalist, and AI innovator with a career spanning over three decades. As the Founder and General Partner at Exponential Ventures (XPV) and Managing Partner at Link Ventures, he has co-founded 23 companies, with at least five achieving valuations exceeding $100 million, and has served on 21 private and public boards. Notably, he pioneered the quantization of neural networks in 1992, significantly enhancing their efficiency and scalability. An alumnus of MIT with a Bachelor of Science in Computer Science, Dave conducted research on neural network technology at the MIT AI Lab. He currently imparts his expertise as an instructor at MIT, teaching the course "AI for Impact: Venture Studio." Beyond his professional endeavors, Dave is a member of the Board of Directors at XPRIZE, a non-profit organization dedicated to encouraging technological development to benefit humanity. ​

Salim Ismail is a serial entrepreneur and technology strategist well known for his expertise in Exponential organizations. He is the Founding Executive Director of Singularity University and the founder and chairman of ExO Works and OpenExO. 

Learn about Dave’s fund: https://www.linkventures.com/xpv-fund) 

Join Salim's ExO Community: https://openexo.com)

Twitter: https://twitter.com/salimismail) 

Learn more about Abundance360: https://bit.ly/ABUNDANCE360) 

Learn more about Exponential Mastery: https://bit.ly/exponentialmastery) 

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