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cover of episode Ep 57: Former CTO of Meta Mike Schroepfer on the Path to Powering the AI Revolution

Ep 57: Former CTO of Meta Mike Schroepfer on the Path to Powering the AI Revolution

2025/3/5
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Unsupervised Learning
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Jacob Efron
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Mike Schroepfer
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Mike Schroepfer: 我认为AI对能源的巨大需求，反而是推动能源领域创新和可持续发展的大好机会。当前美国需要大幅提升电网容量，而AI的需求加速了这一进程。这促使人们重新思考能源的来源和效率，并推动了太阳能、核聚变、以及海洋能等多种新型能源技术的研发和应用。未来，能源成本的下降将成为推动AI发展，以及改善全球生活水平的关键因素。 我对于核聚变技术尤为看好，其能量密度极高，可以极大地满足未来的能源需求。此外，一些公司正在探索将能源生产与数据中心冷却相结合的新型方案，例如利用海洋的冷却能力，这将进一步降低能源成本。 关于气候变化，我认为不能简单地认为AGI就能解决所有问题。我们需要采取短期和长期的措施，在满足短期能源需求的同时，积极投资和研发更清洁、更可持续的能源技术，例如太阳能、电池技术、地热能、核裂变和核聚变技术。大型科技公司应该积极参与到这些能源技术的研发和应用中，这不仅有利于自身发展，也对整个社会具有重要意义。 在AI技术发展方面，我认为开源是推动AI技术进步的关键。Meta发布的Llama模型就是一个很好的例子，开源可以促进全球范围内的合作，加速AI技术的发展，并降低企业获取先进技术的成本。 未来，AI开发工具需要更加完善，以更好地支持数据收集、模型训练和系统管理等方面的工作。同时，企业需要根据自身需求，谨慎地权衡自主研发和外包硬件的利弊。定制化芯片设计可以显著提高性能，但需要准确预测算法的未来发展趋势。 在VR领域，生成式AI将极大地促进VR内容的创建，并提升用户体验。未来，AI个人助理将无处不在，为人们提供各种便利。 Jacob Efron: 我与Mike Schroepfer讨论了AI和能源的交叉点，包括如何大规模生产能源以实现AI的全球普及，以及AI在气候变化中的作用。

Deep Dive

Chapters
This chapter explores the critical link between AI and energy, highlighting the energy demands of AI and the need for increased energy production to democratize AI globally. It also discusses innovative energy solutions and their role in addressing climate change concerns.
  • AI's energy demands necessitate a significant increase in energy production.
  • Innovative solutions like fusion and offshore computing platforms are being developed to meet this demand.
  • The intersection of AI and climate change requires a balanced approach, addressing both short-term energy needs and long-term sustainability.

Shownotes Transcript

On today’s Unsupervised Learning, Mike Schroepfer) (ex-CTO of Meta and founder of Gigascale Capital)) reveals why energy is a key bottleneck holding AI progress back. Mike discusses how we can scale energy production to democratize AI globally and explores AI’s role in climate change. He also reflects on a decade as Meta’s CTO and how AI coding is transforming the CTO role. Finally, he offers predictions on the future of AI developer tools, VR, and open-source models.

 

[0:00] Intro

[0:43] AI's Role in Energy and Climate Change

[4:32] Innovative Energy Solutions

[14:50] Open Source and AI Development

[22:35] Challenges in Chip Design

[24:04] Balancing Data Center Capacity

[25:55] The Future of VR and AI Integration

[29:41] AI's Role in Climate Solutions

[31:41] AI in Material Science and Beyond

[34:31] Personal AI Assistants and Their Impact

[38:47] Reflections on AI and Future Predictions

[41:23] Quickfire

 

With your co-hosts: 

@jacobeffron 

  • Partner at Redpoint, Former PM Flatiron Health

 

@patrickachase 

  • Partner at Redpoint, Former ML Engineer LinkedIn

 

@ericabrescia 

  • Former COO Github, Founder Bitnami (acq’d by VMWare)

 

@jordan_segall 

  • Partner at Redpoint