AI is a commodity?

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AI industry is in a race to build smart and more intelligent models (GPT, Gemini, Claude, Grok, Llama) and we are largely constrained and powered by compute. How does access to compute determine and influence the scientific breakthroughs and research that tends to happen in bursts? Who owns access to intelligence? How does relationship with neoclouds and hyperscalers help frontier labs help innovate and have a moat?

#ai #llm #technology #business

Chapter
00:00 Intro
00:39 Cost of intelligence
01:22 Gold vs Intelligence
01:44 Intelligence vs Inference
03:41 AI innovation cycle
04:26 Analysis: AI innovations
05:28 Access to Compute
08:41 Conclusion