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cover of episode Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner

Ep17. Welcome Jensen Huang | BG2 w/ Bill Gurley & Brad Gerstner

2024/10/13
logo of podcast BG2Pod with Brad Gerstner and Bill Gurley

BG2Pod with Brad Gerstner and Bill Gurley

AI Deep Dive AI Chapters Transcript
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J
Jensen Huang
领导NVIDIA从创立到成为全球加速计算领先公司的CEO和联合创始人。
Topics
Jensen Huang: 阐述了AI的快速发展，特别是过去两年中以ChatGPT为代表的生成式AI的爆发式增长。他认为，英伟达通过降低计算成本（降低了10万倍），推动了AI的快速发展，并从人工编程转向机器学习。英伟达的竞争优势不仅在于芯片性能，更在于构建了从GPU到软件的完整技术栈，并持续改进整个机器学习的飞轮效应，加速每个步骤，从而显著缩短周期时间并提升学习速度。他还谈到了推理在AI发展中的重要性，以及英伟达如何通过持续改进算法和架构来提升推理性能。他认为，未来计算将高度依赖机器学习，英伟达正在重塑计算方式，构建一个适用于机器学习和生成式AI的计算平台，并将其整合到各个云平台和边缘设备中。英伟达的目标是构建一个无处不在的AI平台，而不是争夺市场份额，而是创造新的市场。他认为，对英伟达产品的需求强劲，不会像2000年的思科那样出现供过于求的情况，并从多个角度论证了这一点。他还谈到了OpenAI的重要性，以及AI对各行各业的影响，认为AI正在改变每个人的工作方式，并有潜力显著提高人类生产力。最后，他还谈到了AI安全发展的重要性，以及开源和闭源模型可以共存，并共同促进AI安全发展。 Brad Gerstner & Clark Tang: 主要就Jensen Huang的观点进行提问和探讨，例如英伟达的竞争优势、AI模型的未来、OpenAI的影响、以及AI安全发展等问题。他们也表达了对AI未来发展趋势的看法，并与Jensen Huang就相关问题进行了深入的交流。

Deep Dive

Chapters
Discusses the concept of AGI as a personal assistant and predicts its arrival.
  • AGI is envisioned as a personal assistant.
  • A useful, though imperfect, version will be available soon.
  • The assistant will improve over time.

Shownotes Transcript

Open Source bi-weekly convo w/ Bill Gurley and Brad Gerstner on all things tech, markets, investing & capitalism. This week, Jensen Huang, CEO of NVIDIA, makes a guest appearance. In Bill’s absence, Brad is joined by Clark Tang (Partner at Altimeter) as they discuss with Jensen scaling intelligence towards AGI, the acceleration of machine learning, NVIDIA's competitive advantages, the significance of inference alongside training, future market dynamics in the AI landscape, the impact of AI on various industries, the future of work, inference time reasoning, AI’s potential to enhance productivity, the balance between open source and closed source, Elon’s Memphis Supercluster, X.ai, OpenAI, the safe development of AI, & more. Enjoy another episode of BG2.

Chapters

(00:00) Introduction

(1:50) The Evolution of AGI and Personal Assistants

(06:03) NVIDIA's Competitive Moat

(15:51 ) The Future of Inference and Training in AI

(19:01) Building the AI Infrastructure

(31:35) Inventing a New Market in an AI Future

(38:40) The Impact of OpenAI

(43:25) The Future of AI Models

(46.44) X.ai and Memphis Supercluster

(51:21) Distributed Computing and Inference Scaling

(55:54) Inference Time Reasoning and Its Importance

(01:00:46) AI's Role in Growing Business and Improving Productivity

(01:08:00) Ensuring Safe AI Development

(01:12:31) The Balance of Open Source and Closed Source AI

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