Big Technology Podcast
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Big Technology Podcast
@BigTechPod
Clips from Big Technology Podcast and other content we find enjoyable. Subscribe to the show in your app of choice.
New York, USA Bergabung Mayıs 2025
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Mistral CEO Arthur Mensch on why AGI is too simple of a concept:
“There’s no such thing as one system that is going to be solving all of the problems of the world... It’s never going to exist.”
“Just like you don't have any human that is able to solve every task in the world, you of course have to have some level of specialization to actually solve problems.”
“We are back from magical thinking to system thinking.”
“In real life enterprises are just complex systems. You can’t solve that with a single abstraction, which is AGI.”
@arthurmensch on @BigTechPod
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CoreWeave $CRWV CEO Michael Intrator, on the @BigTechPod, providing what I believe is the most compelling rebuttal to the narrative that GPUs only have a 2 to 3-year useful life. CoreWeave's customers are the world's most sophisticated users of GPUs, and they are signing contracts to utilize today's GPUs for the next 5 years, despite Nvidia's new product release cadence resulting in more efficient GPUs every 1-2 years. The use-case for the GPUs might change over time as Nvidia rolls out new products (e.g. older chips are moved from training to inference workloads), but the "usefulness" does not.
"The most important tool that I have for understanding what the depreciation curve or the obsolescence curve of compute is not what I think, right? It's not what some historic short (seller) thinks. It's what are the buyers, the most sophisticated companies in the world are willing to pay for today. And when they come to me and they put in a contract for a 5-year deal or 6-year deal, in what world do I not think that they who are the consumers of this understand that there are new, more powerful chips coming out? Of course they do. They understand it, but they also understand what their various use cases are. And they're saying to themselves, "I'm going to buy this because I'm going to need it today. I'm going to need it in 3 years, and I'm going to need it in 5 years"... My opinions around depreciation are informed by the only entities that get to vote in my world, which are the folks that are paying for the compute over time."
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